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Exeter Financial, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Exeter Financial, LLC

报告期 2026-03-31 · CIK 0001752045

持仓数

98

前50大市值合计

$214.7M

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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 79 项建仓 4增持 60减持 13清仓 2

方向

标的

Δ市值

现股数(环比)

清仓

— GSK PLC

-$1.9M

0 -100%

减持

INTC INTEL CORP

-$1.1M

97,068 -0%

增持

VZ VERIZON COMMUNICATIONS INC

-$920.0K

73,073 +0%

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

BSV VANGUARD BD INDEX FDS

+$904.0K

121,914 +14%

减持

MMM 3M CO

-$879.0K

16,427 -21%

增持

SCHD SCHWAB STRATEGIC TR

+$631.0K

20,569 +100%

减持

ICSH ISHARES TR

-$629.0K

112,942 -10%

增持

MSFT MICROSOFT CORP

-$593.0K

28,445 +1%

减持

MCD MCDONALDS CORP

-$387.0K

21,109 -1%

清仓

WFC WELLS FARGO CO NEW

-$372.0K

0 -100%

增持

IBM INTERNATIONAL BUSINESS MACHS

-$316.0K

17,554 +3%

增持

ABBV ABBVIE INC

-$299.0K

21,016 +3%

增持

PFE PFIZER INC

-$297.0K

37,101 +1%

增持

CMCSA COMCAST CORP NEW

+$293.0K

62,754 +59%

增持

TGT TARGET CORP

+$291.0K

29,840 +2%

增持

COP CONOCOPHILLIPS

+$288.0K

21,718 +1%

增持

CAH CARDINAL HEALTH INC

+$284.0K

18,898 +1%

建仓

VUSB VANGUARD BD INDEX FDS

+$278.0K

5,676

增持

JNJ JOHNSON & JOHNSON

-$275.0K

27,135 +2%

增持

SYY SYSCO CORP

-$275.0K

21,041 +1%

增持

WMT WALMART INC

+$270.0K

30,137 +0%

增持

TXN TEXAS INSTRS INC

+$269.0K

4,907 +53%

增持

UPS UNITED PARCEL SERVICE INC

-$253.0K

14,864 +2%

建仓

DFAU DIMENSIONAL ETF TRUST

+$239.0K

9,505

增持

ADP AUTOMATIC DATA PROCESSING IN

+$236.0K

13,352 +1%

增持

ORCL ORACLE CORP

-$233.0K

42,919 +5%

减持

KMB KIMBERLY-CLARK CORP

-$232.0K

10,189 -0%

增持

PG PROCTER AND GAMBLE CO

-$227.0K

14,656 +1%

建仓

VEA VANGUARD TAX-MANAGED FDS

+$223.0K

6,128

建仓

GSK GSK PLC

+$221.0K

7,522

增持

EMR EMERSON ELEC CO

-$212.0K

48,922 +3%

增持

KO COCA COLA CO

-$205.0K

32,597 +1%

增持

LMT LOCKHEED MARTIN CORP

-$203.0K

5,072 +1%

增持

USB US BANCORP DEL

-$200.0K

56,837 +5%

减持

— WALGREENS BOOTS ALLIANCE INC

-$187.0K

28,560 -0%

减持

CL COLGATE PALMOLIVE CO

-$181.0K

18,019 -0%

增持

RTX RAYTHEON TECHNOLOGIES CORP

-$176.0K

13,879 +2%

增持

PM PHILIP MORRIS INTL INC

-$176.0K

11,552 +1%

增持

CSCO CISCO SYS INC

-$172.0K

95,327 +2%

增持

T AT&T INC

-$169.0K

36,359 +5%

增持

TRV TRAVELERS COMPANIES INC

-$167.0K

11,786 +1%

增持

AAPL APPLE INC

+$154.0K

57,568 +1%

增持

WM WASTE MGMT INC DEL

+$154.0K

18,459 +1%

减持

SWK STANLEY BLACK & DECKER INC

-$148.0K

2,720 -19%

增持

GD GENERAL DYNAMICS CORP

-$145.0K

17,798 +0%

增持

SBUX STARBUCKS CORP

+$144.0K

17,020 +1%

增持

AFL AFLAC INC

+$143.0K

82,748 +2%

减持

— MEDTRONIC PLC

-$137.0K

14,061 -1%

减持

CLX CLOROX CO DEL

-$124.0K

9,494 -1%

增持

— LINDE PLC

-$116.0K

7,479 +1%

增持

BAC BK OF AMERICA CORP

+$110.0K

55,667 +10%

增持

CVS CVS HEALTH CORP

+$100.0K

27,477 +1%

增持

FFA FIRST TR ENHANCED EQUITY INC

-$97.0K

510,456 +10%

增持

SJM SMUCKER J M CO

+$95.0K

8,347 +2%

增持

AMGN AMGEN INC

-$88.0K

9,862 +4%

增持

SPY SPDR S&P 500 ETF TR

+$87.0K

1,521 +26%

增持

ADM ARCHER DANIELS MIDLAND CO

+$79.0K

22,230 +1%

增持

TROW PRICE T ROWE GROUP INC

-$78.0K

20,263 +4%

增持

PEP PEPSICO INC

-$72.0K

24,516 +0%

增持

RY ROYAL BK CDA

-$70.0K

26,508 +4%

减持

VOO VANGUARD INDEX FDS

-$67.0K

2,648 -2%

增持

GIS GENERAL MLS INC

+$66.0K

36,265 +1%

增持

CVX CHEVRON CORP NEW

+$61.0K

26,733 +2%

增持

APD AIR PRODS & CHEMS INC

-$56.0K

9,363 +1%

增持

— EXXON MOBIL CORP

+$51.0K

19,852 +1%

增持

DFAI DIMENSIONAL ETF TRUST

+$45.0K

12,409 +35%

增持

PSX PHILLIPS 66

+$41.0K

12,525 +6%

增持

AMZN AMAZON COM INC

+$35.0K

5,109 +0%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$31.0K

5,198 -0%

增持

DFIV DIMENSIONAL ETF TRUST

-$25.0K

8,353 +1%

减持

ITW ILLINOIS TOOL WKS INC

-$25.0K

9,082 -1%

增持

QQQ INVESCO QQQ TR

+$20.0K

934 +13%

增持

HON HONEYWELL INTL INC

-$15.0K

2,181 +0%

增持

MO ALTRIA GROUP INC

-$14.0K

18,674 +2%

增持

PAYX PAYCHEX INC

-$10.0K

15,476 +1%

增持

DFAC DIMENSIONAL ETF TRUST

-$10.0K

11,974 +1%

增持

DFAT DIMENSIONAL ETF TRUST

-$9.0K

8,281 +0%

增持

COST COSTCO WHSL CORP NEW

-$5.0K

642 +0%

增持

HRL HORMEL FOODS CORP

+$4.0K

6,876 +6%