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Costello Asset Management, INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Costello Asset Management, INC
报告期 2026-03-31 · CIK 0001760145
持仓数
685
前50大市值合计
$245.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 24
增持 29
减持 71
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
PYPL
PAYPAL HLDGS INC
-$5.3M
974
-97%
减持
META
META PLATFORMS INC
-$4.7M
669
-95%
减持
CVS
CVS HEALTH CORP
-$4.3M
650
-98%
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。
减持
SNAP
SNAP INC
-$2.4M
21,035
-68%
建仓
GNRC
GENERAC HLDGS INC
+$1.8M
6,060
增持
CL
COLGATE PALMOLIVE CO
+$1.6M
28,488
+334%
增持
WTRG
ESSENTIAL UTILS INC
+$1.5M
48,896
+176%
增持
KMB
KIMBERLY-CLARK CORP
+$1.5M
19,504
+207%
增持
BAX
BAXTER INTL INC
+$1.4M
27,887
+201%
减持
GOOG
ALPHABET INC
-$1.3M
2,559
-12%
减持
MSFT
MICROSOFT CORP
-$1.1M
26,669
-4%
增持
TGT
TARGET CORP
+$1.0M
12,286
+77%
减持
LLY
LILLY ELI & CO
-$950.0K
4,827
-43%
减持
AMZN
AMAZON COM INC
-$846.0K
2,579
-7%
减持
MIDD
MIDDLEBY CORP
-$785.0K
17,759
-5%
增持
QSR
RESTAURANT BRANDS INTL INC
+$749.0K
34,385
+66%
增持
JPM
JPMORGAN CHASE & CO
+$714.0K
12,506
+100%
减持
CAT
CATERPILLAR INC
-$660.0K
12,589
-25%
减持
GOOGL
ALPHABET INC
-$635.0K
2,059
-6%
减持
PEP
PEPSICO INC
-$554.0K
33,752
-5%
减持
DVN
DEVON ENERGY CORP NEW
-$529.0K
37,921
-40%
减持
AAPL
APPLE INC
-$527.0K
39,233
-6%
减持
—
CALAVO GROWERS INC
-$464.0K
12,115
-43%
增持
CMCSA
COMCAST CORP NEW
-$400.0K
94,538
+1%
增持
DRI
DARDEN RESTAURANTS INC
+$399.0K
22,552
+31%
增持
VZ
VERIZON COMMUNICATIONS INC
+$385.0K
86,418
+12%
减持
PAYX
PAYCHEX INC
-$372.0K
18,311
-13%
减持
HD
HOME DEPOT INC
-$355.0K
625
-52%
减持
CVX
CHEVRON CORP NEW
+$342.0K
11,711
-12%
减持
DIS
DISNEY WALT CO
-$303.0K
12,904
-4%
减持
PPL
PPL CORP
-$277.0K
108,523
-3%
减持
—
UNILEVER PLC
-$269.0K
32,622
-0%
减持
WMT
WALMART INC
-$268.0K
15,494
-13%
减持
STIP
ISHARES TR
-$267.0K
8,668
-22%
减持
TD
TORONTO DOMINION BK ONT
-$263.0K
7,294
-34%
清仓
SCHJ
SCHWAB STRATEGIC TR
-$258.0K
0
-100%
减持
TZOO
TRAVELZOO
-$243.0K
64,938
-9%
减持
JNJ
JOHNSON & JOHNSON
+$214.0K
44,850
-1%
建仓
STLD
STEEL DYNAMICS INC
+$213.0K
2,550
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$198.0K
0
-100%
建仓
AEM
AGNICO EAGLE MINES LTD
+$171.0K
2,800
建仓
SLB
SCHLUMBERGER LTD
+$167.0K
4,050
减持
PFE
PFIZER INC
-$154.0K
15,565
-4%
减持
EXC
EXELON CORP
-$149.0K
7,247
-15%
减持
MRK
MERCK & CO INC
+$149.0K
46,882
-3%
减持
NEE
NEXTERA ENERGY INC
-$144.0K
7,896
-9%
减持
AVGO
BROADCOM INC
-$140.0K
236
-46%
减持
ARTNA
ARTESIAN RES CORP
+$120.0K
212,042
-3%
减持
UGI
UGI CORP NEW
-$118.0K
10,390
-3%
减持
T
AT&T INC
-$110.0K
6,500
-39%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$110.0K
450
-80%
减持
PM
PHILIP MORRIS INTL INC
-$105.0K
2,829
-28%
清仓
PBTP
INVESCO EXCH TRADED FD TR II
-$101.0K
0
-100%
减持
LUV
SOUTHWEST AIRLS CO
+$93.0K
44,496
-2%
减持
—
EXXON MOBIL CORP
-$83.0K
1,122
-61%
减持
TJX
TJX COS INC NEW
-$81.0K
3,985
-6%
清仓
—
DISCOVER FINL SVCS
-$81.0K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$80.0K
10,152
+28%
减持
MDLZ
MONDELEZ INTL INC
-$74.0K
10,030
-6%
增持
IVV
ISHARES TR
+$73.0K
265
+168%
减持
JJSF
J & J SNACK FOODS CORP
-$69.0K
2,020
-16%
减持
MCD
MCDONALDS CORP
-$59.0K
489
-27%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$56.0K
1,460
-5%
清仓
UNH
UNITEDHEALTH GROUP INC
-$55.0K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$55.0K
985
减持
BAC
BK OF AMERICA CORP
-$50.0K
2,901
-24%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$49.0K
17,749
-3%
减持
F
FORD MTR CO DEL
-$46.0K
2,960
-36%
减持
—
DUPONT DE NEMOURS INC
-$42.0K
2,366
-11%
建仓
DGRO
ISHARES TR
+$42.0K
783
减持
SCHD
SCHWAB STRATEGIC TR
-$42.0K
1,347
-27%
减持
MO
ALTRIA GROUP INC
-$41.0K
1,300
-43%
建仓
IJH
ISHARES TR
+$40.0K
150
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$39.0K
850
+62%
减持
DUK
DUKE ENERGY CORP NEW
+$39.0K
6,359
-1%
减持
PG
PROCTER AND GAMBLE CO
-$38.0K
144
-60%
减持
V
VISA INC
-$38.0K
1,008
-17%
清仓
ENB
ENBRIDGE INC
-$38.0K
0
-100%
清仓
—
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
-$36.0K
0
-100%
减持
C
CITIGROUP INC
-$34.0K
3,800
-3%
减持
BSX
BOSTON SCIENTIFIC CORP
-$33.0K
83,519
-5%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$33.0K
0
-100%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$32.0K
365
减持
YORW
YORK WTR CO
-$31.0K
3,227
-9%
减持
ABT
ABBOTT LABS
-$30.0K
102
-66%
减持
CARR
CARRIER GLOBAL CORPORATION
-$26.0K
2,759
-3%
减持
PLD
PROLOGIS INC.
-$26.0K
386
-26%
增持
MRNA
MODERNA INC
+$24.0K
240
+269%
减持
MKC
MCCORMICK & CO INC
-$21.0K
455
-33%
增持
ROKU
ROKU INC
-$21.0K
202
+1%
清仓
MS
MORGAN STANLEY
-$20.0K
0
-100%
增持
IJR
ISHARES TR
+$20.0K
609
+52%
清仓
TSN
TYSON FOODS INC
-$20.0K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$19.0K
398
-50%
增持
GPN
GLOBAL PMTS INC
+$18.0K
9,032
+0%
建仓
IEFA
ISHARES TR
+$18.0K
258
增持
TSLA
TESLA INC
+$18.0K
113
+15%
建仓
VLUE
ISHARES TR
+$17.0K
167
清仓
AVXL
ANAVEX LIFE SCIENCES CORP
-$17.0K
0
-100%
建仓
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$16.0K
352
清仓
—
MONMOUTH REA ESTATE INVT CO
-$16.0K
0
-100%
减持
IWM
ISHARES TR
-$16.0K
147
-29%
清仓
PNW
PINNACLE WEST CAP CORP
-$16.0K
0
-100%
减持
—
SOUTH JERSEY INDS INC
+$15.0K
3,300
-13%
减持
BA
BOEING CO
-$15.0K
491
-9%
增持
SPG
SIMON PPTY GROUP INC NEW
-$14.0K
508
+0%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$13.0K
100
清仓
IWV
ISHARES TR
-$13.0K
0
-100%
建仓
GM
GENERAL MTRS CO
+$13.0K
300
建仓
BKR
BAKER HUGHES COMPANY
+$13.0K
350
建仓
BX
BLACKSTONE INC
+$13.0K
100
增持
GS
GOLDMAN SACHS GROUP INC
-$12.0K
269
+2%
建仓
SHEL
SHELL PLC
+$11.0K
200
建仓
ADSK
AUTODESK INC
+$11.0K
50
清仓
—
OFFICE PPTYS INCOME TR
-$11.0K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$11.0K
50
增持
ABBV
ABBVIE INC
+$11.0K
100
+186%
减持
UVSP
UNIVEST FINANCIAL CORPORATIO
-$10.0K
650
-28%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$10.0K
100
增持
SCHA
SCHWAB STRATEGIC TR
-$10.0K
2,072
+97%
清仓
PFD
FLAHERTY & CRUMRINE PFD INCO
-$10.0K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$9.0K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$9.0K
145
+16%
清仓
IGSB
ISHARES TR
-$9.0K
0
-100%
建仓
RUN
SUNRUN INC
+$9.0K
300
减持
—
BROOKFIELD ASSET MGM FCLASS A
-$8.0K
307
-42%
增持
NVDA
NVIDIA CORPORATION
+$8.0K
170
+31%
减持
DOW
DOW INC
+$7.0K
1,881
-5%
减持
IWF
ISHARES TR
-$7.0K
28
-42%
增持
—
PROSHARES TR
+$7.0K
1,985
+32%
增持
SYY
SYSCO CORP
+$7.0K
2,046
+0%
减持
XEL
XCEL ENERGY INC
+$7.0K
21,310
-6%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$6.0K
34
清仓
SPSB
SPDR SER TR
-$6.0K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$5.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$5.0K
605
+3%
减持
VO
VANGUARD INDEX FDS
-$5.0K
28
-42%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$5.0K
48
建仓
ISTB
ISHARES TR
+$5.0K
106
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$5.0K
0
-100%
减持
NTR
NUTRIEN LTD
-$4.0K
665
-31%
减持
CTVA
CORTEVA INC
+$4.0K
1,673
-14%
增持
—
BLACKROCK INC
+$4.0K
35
+40%
清仓
BNTX
BIONTECH SE
-$4.0K
0
-100%
清仓
—
ARCIMOTO INC
-$3.0K
0
-100%
增持
KHC
KRAFT HEINZ CO
+$3.0K
549
+4%
建仓
IEMG
ISHARES INC
+$3.0K
60
清仓
—
DYNAVAX TECHNOLOGIES CORP
-$3.0K
0
-100%
清仓
—
KANDI TECHNOLOGIES GROUP INC
-$3.0K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$3.0K
0
-100%
