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Buckley Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Buckley Wealth Management, LLC
报告期 2026-03-31 · CIK 0001730126
持仓数
103
前50大市值合计
$346.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 98 项
建仓 1
增持 28
减持 62
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$7.5M
156,522
-1%
增持
GOOGL
ALPHABET INC
+$6.4M
88,456
+3%
增持
COST
COSTCO WHSL CORP NEW
+$2.2M
13,006
+32%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.9M
41,767
+6%
减持
JNJ
JOHNSON & JOHNSON
+$1.8M
59,588
-2%
建仓
KVUE
KENVUE INC
+$1.6M
96,000
减持
JPM
JPMORGAN CHASE & CO.
+$1.3M
58,447
-1%
增持
BA
BOEING CO
+$1.3M
7,210
+568%
减持
CVX
CHEVRON CORP NEW
+$1.3M
119,655
-1%
增持
BKH
BLACK HILLS CORP
+$1.1M
25,631
+191%
减持
LOW
LOWES COS INC
-$1.0M
4,802
-52%
清仓
ELV
ELEVANCE HEALTH INC
-$901.6K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$877.0K
76,467
+8%
减持
MSFT
MICROSOFT CORP
+$857.5K
68,192
-2%
减持
CAT
CATERPILLAR INC
+$798.3K
9,150
-0%
清仓
—
ACCENTURE PLC IRELAND
-$790.6K
0
-100%
减持
DOW
DOW INC
-$778.8K
76,206
-20%
减持
ABBV
ABBVIE INC
+$728.8K
16,259
-1%
减持
NVDA
NVIDIA CORPORATION
+$707.9K
27,997
-2%
增持
—
EXXON MOBIL CORP
+$700.5K
109,718
+1%
减持
CAH
CARDINAL HEALTH INC
-$561.0K
8,282
-25%
增持
ANET
ARISTA NETWORKS INC
+$541.2K
11,515
+4%
减持
IDA
IDACORP INC
+$519.2K
38,005
-3%
增持
GOOG
ALPHABET INC
+$491.4K
7,404
+0%
增持
BBY
BEST BUY INC
+$450.5K
18,545
+31%
减持
HD
HOME DEPOT INC
+$377.4K
10,371
-1%
减持
ORCL
ORACLE CORP
+$371.5K
6,216
-1%
增持
—
CRH PLC
+$365.5K
9,866
+11%
减持
VLO
VALERO ENERGY CORP
+$321.0K
9,374
-1%
增持
TGT
TARGET CORP
+$315.2K
13,159
+50%
减持
C
CITIGROUP INC
+$277.9K
21,084
-4%
增持
PFE
PFIZER INC
+$273.2K
102,026
+6%
减持
CSCO
CISCO SYS INC
-$248.4K
129,885
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$246.9K
4,020
+6%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$245.3K
0
-100%
清仓
—
ASML HOLDING N V
-$239.6K
0
-100%
增持
FDX
FEDEX CORP
+$239.1K
5,400
+19%
减持
TJX
TJX COS INC NEW
+$228.4K
18,424
-7%
清仓
STC
STEWART INFORMATION SVCS COR
-$227.8K
0
-100%
减持
GE
GE AEROSPACE
-$211.1K
4,402
-26%
清仓
RRR
RED ROCK RESORTS INC
-$210.7K
0
-100%
减持
—
DUPONT DE NEMOURS INC
+$209.7K
42,571
-6%
减持
R
RYDER SYS INC
+$198.1K
8,459
-4%
减持
BAC
BANK AMERICA CORP
+$176.8K
46,779
-1%
减持
TXN
TEXAS INSTRS INC
-$173.0K
7,103
-0%
增持
MLI
MUELLER INDS INC
+$169.2K
7,340
+2%
减持
KR
KROGER CO
-$168.9K
22,721
-4%
减持
INTC
INTEL CORP
-$165.0K
7,100
-61%
清仓
ECAT
BLACKROCK ESG CAP ALLC TERM
-$160.6K
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$146.0K
2,737
-29%
增持
SYY
SYSCO CORP
+$144.8K
17,653
+2%
减持
LRCX
LAM RESEARCH CORP
+$135.9K
8,974
-18%
减持
MS
MORGAN STANLEY
+$124.4K
8,703
-3%
减持
MRK
MERCK & CO INC
+$117.7K
55,493
-3%
减持
SOLV
SOLVENTUM CORP
-$117.7K
13,080
-8%
减持
T
AT&T INC
-$115.2K
99,424
-2%
减持
PM
PHILIP MORRIS INTL INC
-$112.9K
5,416
-0%
减持
PGR
PROGRESSIVE CORP
-$112.1K
5,495
-0%
减持
TMUS
T-MOBILE US INC
-$111.5K
4,087
-11%
减持
V
VISA INC
-$97.8K
4,585
-2%
减持
CRBG
COREBRIDGE FINL INC
-$93.9K
21,522
-3%
减持
—
LINDE PLC
-$88.8K
2,402
-8%
增持
PH
PARKER-HANNIFIN CORP
+$85.0K
1,120
+2%
增持
PG
PROCTER AND GAMBLE CO
-$82.6K
58,549
+3%
减持
MRSH
MARSH & MCLENNAN COS INC
-$80.5K
3,375
-3%
减持
SYF
SYNCHRONY FINANCIAL
+$77.1K
19,209
-0%
减持
COR
CENCORA INC
-$72.7K
4,929
-8%
减持
AVGO
BROADCOM INC
+$65.0K
9,656
-15%
减持
AMZN
AMAZON COM INC
-$63.2K
75,374
-0%
减持
BLK
BLACKROCK INC
+$62.2K
713
-3%
增持
MCD
MCDONALDS CORP
+$59.7K
4,370
+1%
减持
AMGN
AMGEN INC
+$58.6K
33,148
-0%
减持
—
MEDTRONIC PLC
+$55.9K
9,697
-3%
减持
LLY
ELI LILLY & CO
-$52.3K
761
-6%
减持
GEV
GE VERNOVA INC
-$49.2K
451
-27%
减持
WEC
WEC ENERGY GROUP INC
+$46.9K
6,614
-3%
减持
CME
CME GROUP INC
-$45.1K
3,173
-3%
增持
TRGP
TARGA RES CORP
-$43.3K
7,680
+1%
减持
EXR
EXTRA SPACE STORAGE INC
-$43.0K
3,783
-3%
减持
MMM
3M CO
+$41.8K
27,177
-1%
减持
—
EATON CORP PLC
+$41.8K
3,784
-2%
增持
PYPL
PAYPAL HLDGS INC
-$35.0K
15,925
+7%
增持
OKE
ONEOK INC NEW
-$32.8K
15,234
+9%
增持
—
TRANE TECHNOLOGIES PLC
-$27.3K
3,549
+2%
减持
MCK
MCKESSON CORP
+$26.9K
1,192
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$19.4K
3,081
-8%
增持
WM
WASTE MGMT INC DEL
-$18.6K
4,251
+2%
增持
—
RENAISSANCERE HLDGS LTD
+$17.0K
926
+3%
增持
AXP
AMERICAN EXPRESS CO
+$14.7K
1,017
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$14.5K
1,800
-8%
减持
CEG
CONSTELLATION ENERGY CORP
-$12.8K
2,936
-3%
减持
O
REALTY INCOME CORP
+$12.4K
9,384
-3%
减持
UNP
UNION PAC CORP
-$12.3K
3,246
-4%
减持
SWX
SOUTHWEST GAS HLDGS INC
-$8.8K
5,300
-7%
减持
MA
MASTERCARD INCORPORATED
-$8.8K
2,484
-2%
减持
PEP
PEPSICO INC
+$7.8K
4,826
-5%
减持
WMB
WILLIAMS COS INC
+$2.6K
23,975
-1%
增持
EMR
EMERSON ELEC CO
+$1.3K
1,796
+2%
