CALDWELL SUTTER CAPITAL, INC.
SAUSALITO CA · SEC CIK 0000702007
$2.65亿2026Q2 申报市值
929持仓数
24.0%前十大占比 · 第一大 5.1%
67 / 32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
XOM 新建仓+$188.06万
CALM 新建仓+$89.62万
SGOV 加仓+$61.31万
HONA 新建仓+$50.58万
BRK/B 加仓+$49.14万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$235.44万
MOD 减仓-$144.19万
HON 减仓-$61.73万
JPM 减仓-$59.87万
AXP 减仓-$54.08万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $34.88万 | 0.13% | 2,207 | 94 | 4.4% | $1.49万 | 加仓 |
| GEV | GE VERNOVA INC | $35.36万 | 0.13% | 301 | -53 | -15.0% | -$6.23万 | 减仓 |
| D | DOMINION ENERGY INC | $36.39万 | 0.14% | 5,329 | -111 | -2.0% | -$7,580 | 减仓 |
| AVGO | BROADCOM INC | $36.46万 | 0.14% | 965 | -88 | -8.4% | -$3.33万 | 减仓 |
| DG | DOLLAR GEN CORP | $36.47万 | 0.14% | 3,168 | 437 | 16.0% | $5.03万 | 加仓 |
| WFC | WELLS FARGO & CO | $36.56万 | 0.14% | 4,424 | -123 | -2.7% | -$1.02万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.01万 | 0.14% | 5,195 | -182 | -3.4% | -$1.30万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $37.74万 | 0.14% | 16,945 | 3,185 | 23.1% | $7.09万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $38.40万 | 0.14% | 1,126 | 148 | 15.1% | $5.05万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $38.54万 | 0.15% | 1,168 | -5 | -0.4% | -$1,650 | 减仓 |
| STGW | STAGWELL INC | $38.78万 | 0.15% | 52,200 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $40.54万 | 0.15% | 7,036 | 7 | 0.1% | $403 | 加仓 |
| VO | VANGUARD INDEX FDS | $40.70万 | 0.15% | 5,051 | -137 | -2.6% | -$1.10万 | 减仓 |
| SGOL | ABRDN GOLD ETF TRUST | $40.85万 | 0.15% | 10,686 | -30 | -0.3% | -$1,147 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $41.00万 | 0.15% | 4,878 | -300 | -5.8% | -$2.52万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $41.43万 | 0.16% | 8,193 | 73 | 0.9% | $3,692 | 加仓 |
| AMAT | APPLIED MATLS INC | $42.22万 | 0.16% | 584 | -151 | -20.5% | -$10.92万 | 减仓 |
| SHY | ISHARES TR | $42.51万 | 0.16% | 5,177 | -311 | -5.7% | -$2.55万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $42.52万 | 0.16% | 3,843 | -18 | -0.5% | -$1,991 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $44.09万 | 0.17% | 382 | -5 | -1.3% | -$5,771 | 减仓 |
| GLW | CORNING INC | $45.03万 | 0.17% | 1,763 | -246 | -12.2% | -$6.28万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $45.29万 | 0.17% | 4,126 | 414 | 11.2% | $4.54万 | 加仓 |
| JOE | ST JOE CO | $45.63万 | 0.17% | 7,286 | 700 | 10.6% | $4.38万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $45.85万 | 0.17% | 14,460 | 1,638 | 12.8% | $5.19万 | 加仓 |
| GE | GE AEROSPACE | $48.09万 | 0.18% | 1,287 | -137 | -9.6% | -$5.12万 | 减仓 |
| HEDJ | WISDOMTREE TR | $48.39万 | 0.18% | 8,489 | 133 | 1.6% | $7,581 | 加仓 |
| KVUE | KENVUE INC | $49.61万 | 0.19% | 25,960 | -2,517 | -8.8% | -$4.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $50.49万 | 0.19% | 2,523 | -198 | -7.3% | -$3.96万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $50.58万 | 0.19% | 2,288 | 2,288 | — | $50.58万 | 新建仓 |
| MMM | 3M CO | $50.67万 | 0.19% | 3,130 | -84 | -2.6% | -$1.36万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $50.69万 | 0.19% | 5,775 | -111 | -1.9% | -$9,742 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $50.79万 | 0.19% | 1,222 | 79 | 6.9% | $3.28万 | 加仓 |
| MO | ALTRIA GROUP INC | $51.03万 | 0.19% | 7,093 | -86 | -1.2% | -$6,188 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $51.06万 | 0.19% | 2,680 | -50 | -1.8% | -$9,526 | 减仓 |
| HON | HONEYWELL INTL INC | $51.39万 | 0.19% | 2,295 | -2,757 | -54.6% | -$61.73万 | 减仓 |
| CCI | CROWN CASTLE INC | $51.77万 | 0.20% | 6,836 | 517 | 8.2% | $3.92万 | 加仓 |
| — | AMCON DISTRG CO | $52.35万 | 0.20% | 7,506 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $52.55万 | 0.20% | 1,501 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $52.95万 | 0.20% | 771 | -15 | -1.9% | -$1.03万 | 减仓 |
| CLX | CLOROX CO DEL | $53.35万 | 0.20% | 5,590 | 542 | 10.7% | $5.17万 | 加仓 |
| DHS | WISDOMTREE TR | $54.03万 | 0.20% | 4,753 | 1,031 | 27.7% | $11.72万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $54.45万 | 0.21% | 10,157 | 0 | 0.0% | — | 不变 |
| — | LGL GROUP INC | $54.56万 | 0.21% | 78,955 | -1,896 | -2.3% | -$1.31万 | 减仓 |
| RTX | RTX CORPORATION | $54.59万 | 0.21% | 2,877 | -24 | -0.8% | -$4,554 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $55.05万 | 0.21% | 1,978 | -100 | -4.8% | -$2.78万 | 减仓 |
| DHR | DANAHER CORP DEL | $55.18万 | 0.21% | 2,897 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $56.00万 | 0.21% | 5,076 | -388 | -7.1% | -$4.28万 | 减仓 |
| BMRC | BANK OF MARIN BANCORP | $56.48万 | 0.21% | 20,390 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $56.68万 | 0.21% | 6,559 | -1,544 | -19.1% | -$13.34万 | 减仓 |
| — | WILEY JOHN & SONS INC | $56.77万 | 0.21% | 12,134 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $56.78万 | 0.21% | 1,805 | 5 | 0.3% | $1,573 | 加仓 |
| AAXJ | ISHARES TR | $57.28万 | 0.22% | 4,800 | 0 | 0.0% | — | 不变 |
| — | BLUE RIDGE BANKSHARES INC VA | $57.99万 | 0.22% | 164,278 | 11,034 | 7.2% | $3.89万 | 加仓 |
| AMGN | AMGEN INC | $59.24万 | 0.22% | 1,636 | -43 | -2.6% | -$1.56万 | 减仓 |
| VDE | VANGUARD WORLD FDS | $61.52万 | 0.23% | 4,098 | -58 | -1.4% | -$8,708 | 减仓 |
| LDUR | PIMCO ETF TR | $62.49万 | 0.24% | 6,536 | 173 | 2.7% | $1.65万 | 加仓 |
| SBUX | STARBUCKS CORP | $63.51万 | 0.24% | 6,215 | 9 | 0.1% | $920 | 加仓 |
| STT | STATE STR CORP | $63.60万 | 0.24% | 3,750 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $64.61万 | 0.24% | 2,711 | -358 | -11.7% | -$8.53万 | 减仓 |
| FBK | FB FINL CORP | $64.62万 | 0.24% | 11,675 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $64.94万 | 0.24% | 6,747 | -761 | -10.1% | -$7.32万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $65.00万 | 0.25% | 3,593 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $65.65万 | 0.25% | 10,870 | -344 | -3.1% | -$2.08万 | 减仓 |
| FSBW | FS BANCORP INC | $65.72万 | 0.25% | 15,142 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $67.04万 | 0.25% | 4,572 | -189 | -4.0% | -$2.77万 | 减仓 |
| — | NI HLDGS INC | $69.86万 | 0.26% | 44,469 | 0 | 0.0% | — | 不变 |
| IMKTA | INGLES MKTS INC | $71.93万 | 0.27% | 8,120 | 0 | 0.0% | — | 不变 |
| CLMT | CALUMET INC | $72.04万 | 0.27% | 20,000 | 517 | 2.7% | $1.86万 | 加仓 |
| WMB | WILLIAMS COS INC | $73.57万 | 0.28% | 9,897 | -399 | -3.9% | -$2.97万 | 减仓 |
| OKE | ONEOK INC | $73.59万 | 0.28% | 8,464 | -35 | -0.4% | -$3,043 | 减仓 |
| — | BARINGS PARTN INVS | $73.68万 | 0.28% | 43,755 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $74.11万 | 0.28% | 2,488 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.28% | 1 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $74.99万 | 0.28% | 4,176 | -126 | -2.9% | -$2.26万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $75.31万 | 0.28% | 1,738 | -106 | -5.7% | -$4.59万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $76.81万 | 0.29% | 6,068 | -63 | -1.0% | -$7,975 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $77.52万 | 0.29% | 55,490 | -300 | -0.5% | -$4,191 | 减仓 |
| BA | BOEING CO | $77.99万 | 0.29% | 3,603 | -211 | -5.5% | -$4.57万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $78.35万 | 0.30% | 1,538 | -37 | -2.3% | -$1.89万 | 减仓 |
| T | AT&T INC | $78.38万 | 0.30% | 37,863 | -449 | -1.2% | -$9,294 | 减仓 |
| KO | COCA COLA CO | $79.88万 | 0.30% | 9,829 | 1,168 | 13.5% | $9.49万 | 加仓 |
| QCOM | QUALCOMM INC | $80.13万 | 0.30% | 4,336 | 46 | 1.1% | $8,501 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $82.23万 | 0.31% | 7,649 | 522 | 7.3% | $5.61万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $82.91万 | 0.31% | 32,012 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $83.80万 | 0.32% | 3,692 | -322 | -8.0% | -$7.31万 | 减仓 |
| INTU | INTUIT | $84.04万 | 0.32% | 3,220 | 26 | 0.8% | $6,786 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $87.04万 | 0.33% | 36,618 | -400 | -1.1% | -$9,508 | 减仓 |
| WM | WASTE MGMT INC DEL | $88.68万 | 0.33% | 3,979 | 15 | 0.4% | $3,343 | 加仓 |
| CALM | CAL MAINE FOODS INC | $89.62万 | 0.34% | 11,125 | 11,125 | — | $89.62万 | 新建仓 |
| WMT | WALMART INC | $91.24万 | 0.34% | 8,056 | -160 | -1.9% | -$1.81万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $92.95万 | 0.35% | 7,357 | -233 | -3.1% | -$2.94万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $93.89万 | 0.35% | 17,679 | -202 | -1.1% | -$1.07万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $98.33万 | 0.37% | 4,512 | 33 | 0.7% | $7,192 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $98.72万 | 0.37% | 11,393 | -1,857 | -14.0% | -$16.09万 | 减仓 |
| ENB | ENBRIDGE INC | $98.79万 | 0.37% | 18,224 | -102 | -0.6% | -$5,529 | 减仓 |
| MCD | MCDONALDS CORP | $100.18万 | 0.38% | 3,706 | 172 | 4.9% | $4.65万 | 加仓 |
| BOND | PIMCO ETF TR | $103.40万 | 0.39% | 11,214 | 272 | 2.5% | $2.51万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $103.60万 | 0.39% | 7,164 | -779 | -9.8% | -$11.27万 | 减仓 |
| HD | HOME DEPOT INC | $107.71万 | 0.41% | 3,054 | -18 | -0.6% | -$6,348 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $107.96万 | 0.41% | 25,498 | 247 | 1.0% | $1.05万 | 加仓 |