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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $64.94万 | 0.24% | 6,747 | -761 | -10.1% | -$7.32万 | 减仓 |
| FBK | FB FINL CORP | $64.62万 | 0.24% | 11,675 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $64.61万 | 0.24% | 2,711 | -358 | -11.7% | -$8.53万 | 减仓 |
| STT | STATE STR CORP | $63.60万 | 0.24% | 3,750 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $63.51万 | 0.24% | 6,215 | 9 | 0.1% | $920 | 加仓 |
| LDUR | PIMCO ETF TR | $62.49万 | 0.24% | 6,536 | 173 | 2.7% | $1.65万 | 加仓 |
| VDE | VANGUARD WORLD FDS | $61.52万 | 0.23% | 4,098 | -58 | -1.4% | -$8,708 | 减仓 |
| AMGN | AMGEN INC | $59.24万 | 0.22% | 1,636 | -43 | -2.6% | -$1.56万 | 减仓 |
| — | BLUE RIDGE BANKSHARES INC VA | $57.99万 | 0.22% | 164,278 | 11,034 | 7.2% | $3.89万 | 加仓 |
| AAXJ | ISHARES TR | $57.28万 | 0.22% | 4,800 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $56.78万 | 0.21% | 1,805 | 5 | 0.3% | $1,573 | 加仓 |
| — | WILEY JOHN & SONS INC | $56.77万 | 0.21% | 12,134 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $56.68万 | 0.21% | 6,559 | -1,544 | -19.1% | -$13.34万 | 减仓 |
| BMRC | BANK OF MARIN BANCORP | $56.48万 | 0.21% | 20,390 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $56.00万 | 0.21% | 5,076 | -388 | -7.1% | -$4.28万 | 减仓 |
| DHR | DANAHER CORP DEL | $55.18万 | 0.21% | 2,897 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC | $55.05万 | 0.21% | 1,978 | -100 | -4.8% | -$2.78万 | 减仓 |
| RTX | RTX CORPORATION | $54.59万 | 0.21% | 2,877 | -24 | -0.8% | -$4,554 | 减仓 |
| — | LGL GROUP INC | $54.56万 | 0.21% | 78,955 | -1,896 | -2.3% | -$1.31万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $54.45万 | 0.21% | 10,157 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $54.03万 | 0.20% | 4,753 | 1,031 | 27.7% | $11.72万 | 加仓 |
| CLX | CLOROX CO DEL | $53.35万 | 0.20% | 5,590 | 542 | 10.7% | $5.17万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $52.95万 | 0.20% | 771 | -15 | -1.9% | -$1.03万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $52.55万 | 0.20% | 1,501 | 0 | 0.0% | — | 不变 |
| — | AMCON DISTRG CO | $52.35万 | 0.20% | 7,506 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $51.77万 | 0.20% | 6,836 | 517 | 8.2% | $3.92万 | 加仓 |
| HON | HONEYWELL INTL INC | $51.39万 | 0.19% | 2,295 | -2,757 | -54.6% | -$61.73万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $51.06万 | 0.19% | 2,680 | -50 | -1.8% | -$9,526 | 减仓 |
| MO | ALTRIA GROUP INC | $51.03万 | 0.19% | 7,093 | -86 | -1.2% | -$6,188 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $50.79万 | 0.19% | 1,222 | 79 | 6.9% | $3.28万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $50.69万 | 0.19% | 5,775 | -111 | -1.9% | -$9,742 | 减仓 |
| MMM | 3M CO | $50.67万 | 0.19% | 3,130 | -84 | -2.6% | -$1.36万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $50.58万 | 0.19% | 2,288 | 2,288 | — | $50.58万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $50.49万 | 0.19% | 2,523 | -198 | -7.3% | -$3.96万 | 减仓 |
| KVUE | KENVUE INC | $49.61万 | 0.19% | 25,960 | -2,517 | -8.8% | -$4.81万 | 减仓 |
| HEDJ | WISDOMTREE TR | $48.39万 | 0.18% | 8,489 | 133 | 1.6% | $7,581 | 加仓 |
| GE | GE AEROSPACE | $48.09万 | 0.18% | 1,287 | -137 | -9.6% | -$5.12万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $45.85万 | 0.17% | 14,460 | 1,638 | 12.8% | $5.19万 | 加仓 |
| JOE | ST JOE CO | $45.63万 | 0.17% | 7,286 | 700 | 10.6% | $4.38万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $45.29万 | 0.17% | 4,126 | 414 | 11.2% | $4.54万 | 加仓 |
| GLW | CORNING INC | $45.03万 | 0.17% | 1,763 | -246 | -12.2% | -$6.28万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $44.09万 | 0.17% | 382 | -5 | -1.3% | -$5,771 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $42.52万 | 0.16% | 3,843 | -18 | -0.5% | -$1,991 | 减仓 |
| SHY | ISHARES TR | $42.51万 | 0.16% | 5,177 | -311 | -5.7% | -$2.55万 | 减仓 |
| AMAT | APPLIED MATLS INC | $42.22万 | 0.16% | 584 | -151 | -20.5% | -$10.92万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $41.43万 | 0.16% | 8,193 | 73 | 0.9% | $3,692 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $41.00万 | 0.15% | 4,878 | -300 | -5.8% | -$2.52万 | 减仓 |
| SGOL | ABRDN GOLD ETF TRUST | $40.85万 | 0.15% | 10,686 | -30 | -0.3% | -$1,147 | 减仓 |
| VO | VANGUARD INDEX FDS | $40.70万 | 0.15% | 5,051 | -137 | -2.6% | -$1.10万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $40.54万 | 0.15% | 7,036 | 7 | 0.1% | $403 | 加仓 |
| STGW | STAGWELL INC | $38.78万 | 0.15% | 52,200 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $38.54万 | 0.15% | 1,168 | -5 | -0.4% | -$1,650 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $38.40万 | 0.14% | 1,126 | 148 | 15.1% | $5.05万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $37.74万 | 0.14% | 16,945 | 3,185 | 23.1% | $7.09万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.01万 | 0.14% | 5,195 | -182 | -3.4% | -$1.30万 | 减仓 |
| WFC | WELLS FARGO & CO | $36.56万 | 0.14% | 4,424 | -123 | -2.7% | -$1.02万 | 减仓 |
| DG | DOLLAR GEN CORP | $36.47万 | 0.14% | 3,168 | 437 | 16.0% | $5.03万 | 加仓 |
| AVGO | BROADCOM INC | $36.46万 | 0.14% | 965 | -88 | -8.4% | -$3.33万 | 减仓 |
| D | DOMINION ENERGY INC | $36.39万 | 0.14% | 5,329 | -111 | -2.0% | -$7,580 | 减仓 |
| GEV | GE VERNOVA INC | $35.36万 | 0.13% | 301 | -53 | -15.0% | -$6.23万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $34.88万 | 0.13% | 2,207 | 94 | 4.4% | $1.49万 | 加仓 |
| KEY | KEYCORP | $34.73万 | 0.13% | 15,068 | -835 | -5.3% | -$1.92万 | 减仓 |
| REGL | PROSHARES TR | $34.61万 | 0.13% | 3,780 | 79 | 2.1% | $7,234 | 加仓 |
| MDT | MEDTRONIC PLC | $34.26万 | 0.13% | 4,379 | 236 | 5.7% | $1.85万 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $33.71万 | 0.13% | 7,345 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $33.67万 | 0.13% | 10,532 | -399 | -3.7% | -$1.28万 | 减仓 |
| NUE | NUCOR CORP | $33.32万 | 0.13% | 1,496 | -9 | -0.6% | -$2,005 | 减仓 |
| RNST | RENASANT CORP | $32.41万 | 0.12% | 7,618 | -193 | -2.5% | -$8,210 | 减仓 |
| MA | MASTERCARD INCORPORATED | $32.36万 | 0.12% | 630 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $32.01万 | 0.12% | 1,900 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $31.97万 | 0.12% | 3,523 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $31.04万 | 0.12% | 2,269 | -43 | -1.9% | -$5,883 | 减仓 |
| TXN | TEXAS INSTRS INC | $31.04万 | 0.12% | 1,041 | -14 | -1.3% | -$4,174 | 减仓 |
| RGR | STURM RUGER & CO INC | $30.49万 | 0.11% | 8,056 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $30.36万 | 0.11% | 8,725 | 1,306 | 17.6% | $4.55万 | 加仓 |
| EMBJ | EMBRAER S.A. | $29.74万 | 0.11% | 4,661 | -4,661 | -50.0% | -$29.74万 | 减仓 |
| AIV | APARTMENT INVT & MGMT CO | $29.24万 | 0.11% | 98,458 | -6,900 | -6.5% | -$2.05万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $29.14万 | 0.11% | 2,700 | 271 | 11.2% | $2.92万 | 加仓 |
| SLB | SLB LIMITED | $29.06万 | 0.11% | 6,250 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $28.68万 | 0.11% | 834 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $28.58万 | 0.11% | 4,265 | 0 | 0.0% | — | 不变 |
| CSM | PROSHARES TR | $28.38万 | 0.11% | 3,330 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $28.34万 | 0.11% | 7,710 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $28.02万 | 0.11% | 10,242 | -504 | -4.7% | -$1.38万 | 减仓 |
| WRB | BERKLEY W R CORP | $27.86万 | 0.11% | 3,950 | -150 | -3.7% | -$1.06万 | 减仓 |
| ICOW | PACER FDS TR | $27.67万 | 0.10% | 6,646 | 538 | 8.8% | $2.24万 | 加仓 |
| LXU | LSB INDS INC | $27.02万 | 0.10% | 25,000 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $26.69万 | 0.10% | 1,084 | -116 | -9.7% | -$2.86万 | 减仓 |
| O | REALTY INCOME CORP | $26.02万 | 0.10% | 4,199 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST | $25.99万 | 0.10% | 353 | -82 | -18.9% | -$6.04万 | 减仓 |
| IAU | ISHARES GOLD TR | $25.83万 | 0.10% | 3,421 | -144 | -4.0% | -$1.09万 | 减仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $25.65万 | 0.10% | 11,000 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $25.63万 | 0.10% | 18,441 | -348 | -1.9% | -$4,837 | 减仓 |
| ESS | ESSEX PPTY TR INC | $25.31万 | 0.10% | 868 | 12 | 1.4% | $3,499 | 加仓 |
| CMI | CUMMINS INC | $24.75万 | 0.09% | 347 | -42 | -10.8% | -$3.00万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $24.55万 | 0.09% | 7,659 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $23.77万 | 0.09% | 2,100 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $23.65万 | 0.09% | 3,000 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $23.57万 | 0.09% | 10,960 | 792 | 7.8% | $1.70万 | 加仓 |
| ORCL | ORACLE CORP | $23.52万 | 0.09% | 1,605 | 85 | 5.6% | $1.25万 | 加仓 |