CINCINNATI FINANCIAL CORP
CINCINNATI OH · SEC CIK 0000020286
$52.32亿2026Q2 申报市值
56持仓数
54.5%前十大占比 · 第一大 15.5%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$9,257.73万
XYL 新建仓+$1,456.35万
TMO 加仓+$387.70万
2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$1.48亿
HON 减仓-$9,375.81万
USB 减仓-$3,178.62万
LAM RESEARCH ORD 清仓-$3,162.17万
AJG 减仓-$665.75万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | LAM RESEARCH ORD | $0 | 0.00% | 0 | -148,000 | -100.0% | -$3,162.17万 | 清仓 |
| — | NATIONAL STORAGE AFFILIATES ORD | $364.79万 | 0.07% | 82,030 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE ORD | $411.00万 | 0.08% | 50,000 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY ORD | $490.93万 | 0.09% | 38,784 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON ORD | $582.46万 | 0.11% | 35,139 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES CL A ORD | $642.28万 | 0.12% | 121,991 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE ORD | $731.73万 | 0.14% | 49,900 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY ORD | $754.82万 | 0.14% | 86,000 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE ORD | $1,007.37万 | 0.19% | 185,828 | 0 | 0.0% | — | 不变 |
| T | AT&T ORD | $1,101.24万 | 0.21% | 532,000 | 0 | 0.0% | — | 不变 |
| RTX | RTX ORD | $1,347.08万 | 0.26% | 71,000 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP ORD | $1,432.92万 | 0.27% | 237,238 | -526,262 | -68.9% | -$3,178.62万 | 减仓 |
| XYL | XYLEM ORD | $1,456.35万 | 0.28% | 123,200 | 123,200 | — | $1,456.35万 | 新建仓 |
| PEP | PEPSICO ORD | $1,726.35万 | 0.33% | 127,500 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CL A ORD | $1,906.68万 | 0.36% | 776,650 | -115,000 | -12.9% | -$282.33万 | 减仓 |
| SSB | SOUTHSTATE BANK ORD | $2,002.19万 | 0.38% | 200,419 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS ORD | $2,060.69万 | 0.39% | 486,700 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO ORD | $2,152.30万 | 0.41% | 260,600 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES ORD | $2,157.80万 | 0.41% | 237,800 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENERAL ORD | $2,417.31万 | 0.46% | 210,000 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK ORD | $2,773.52万 | 0.53% | 28,844 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE ORD | $2,945.97万 | 0.56% | 90,000 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER REIT | $3,297.88万 | 0.63% | 201,619 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNIING ORD | $3,322.26万 | 0.63% | 209,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M ORD | $3,416.30万 | 0.65% | 211,000 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CL A ORD | $3,930.96万 | 0.75% | 353,154 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE CL A ORD | $4,206.07万 | 0.80% | 338,000 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH ORD | $4,248.42万 | 0.81% | 254,900 | -23,434 | -8.4% | -$390.57万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS ORD | $4,277.50万 | 0.82% | 145,900 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC ORD | $4,296.81万 | 0.82% | 85,703 | 7,733 | 9.9% | $387.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON ORD | $5,104.80万 | 0.98% | 201,000 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING ORD | $5,212.44万 | 1.00% | 232,750 | 0 | 0.0% | — | 不变 |
| AJG | ARTHUR J GALLAGHER ORD | $5,331.97万 | 1.02% | 232,259 | -29,000 | -11.1% | -$665.75万 | 减仓 |
| PNW | PINNACLE WEST ORD | $7,805.22万 | 1.49% | 729,460 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS REIT | $7,992.73万 | 1.53% | 590,000 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL CL A ORD | $8,375.23万 | 1.60% | 1,448,000 | 0 | 0.0% | — | 不变 |
| RPM | RPM ORD | $9,166.82万 | 1.75% | 824,725 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE ORD | $9,257.73万 | 1.77% | 418,750 | 418,750 | — | $9,257.73万 | 新建仓 |
| HON | HONEYWELL INTERNATIONAL ORD | $9,375.81万 | 1.79% | 418,750 | -418,750 | -50.0% | -$9,375.81万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY ORD | $9,861.16万 | 1.88% | 1,081,267 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALD'S ORD | $1.21亿 | 2.31% | 447,638 | 0 | 0.0% | — | 不变 |
| TJX | TJX ORD | $1.31亿 | 2.51% | 866,500 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY ORD | $1.34亿 | 2.56% | 514,640 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON ORD | $1.36亿 | 2.59% | 336,764 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE ORD | $1.43亿 | 2.73% | 566,800 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT ORD | $1.50亿 | 2.87% | 426,054 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM ORD | $1.77亿 | 3.38% | 957,500 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES ORD | $1.77亿 | 3.38% | 445,870 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN ORD | $1.81亿 | 3.45% | 574,287 | -13,400 | -2.3% | -$421.55万 | 减仓 |
| MSFT | MICROSOFT ORD | $1.83亿 | 3.50% | 491,150 | 0 | 0.0% | — | 不变 |
| DOV | DOVER ORD | $1.89亿 | 3.62% | 843,600 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GRP ORD | $1.95亿 | 3.72% | 468,822 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTERNATIONAL ORD | $1.99亿 | 3.81% | 1,101,700 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP CL A ORD | $2.21亿 | 4.23% | 1,002,000 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS ORD | $2.99亿 | 5.72% | 2,546,500 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM ORD | $3.97亿 | 7.59% | 1,051,060 | -392,599 | -27.2% | -$1.48亿 | 减仓 |
| AAPL | APPLE ORD | $8.09亿 | 15.47% | 2,797,016 | 0 | 0.0% | — | 不变 |