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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,349.60万 | 5.09% | 46,641 | 68 | 0.1% | $1.97万 | 加仓 |
| CAT | CATERPILLAR INC | $851.27万 | 3.21% | 7,994 | -186 | -2.3% | -$19.81万 | 减仓 |
| — | PERMA-PIPE INTL HLDGS INC | $630.75万 | 2.38% | 231,638 | -2,600 | -1.1% | -$7.08万 | 减仓 |
| PLBC | PLUMAS BANCORP | $621.12万 | 2.34% | 106,283 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC COM | $569.09万 | 2.15% | 117,726 | -844 | -0.7% | -$4.08万 | 减仓 |
| MSA | MSA SAFETY INC | $504.17万 | 1.90% | 28,879 | -400 | -1.4% | -$6.98万 | 减仓 |
| SGOV | ISHARES TR | $503.59万 | 1.90% | 50,024 | 6,090 | 13.9% | $61.31万 | 加仓 |
| — | SUMMIT ST BK SANTA ROSA CALIF | $473.63万 | 1.79% | 349,284 | 2,221 | 0.6% | $3.01万 | 加仓 |
| V | VISA INC | $440.86万 | 1.66% | 12,850 | -71 | -0.5% | -$2.44万 | 减仓 |
| DGICA | DONEGAL GROUP INC | $427.06万 | 1.61% | 226,439 | 14,136 | 6.7% | $26.66万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWA INC DEL | $405.12万 | 1.53% | 8,096 | 982 | 13.8% | $49.14万 | 加仓 |
| IVV | ISHARES TR | $357.22万 | 1.35% | 4,770 | -51 | -1.1% | -$3.82万 | 减仓 |
| SENEA | SENECA FOODS CORP | $340.85万 | 1.29% | 19,596 | -400 | -2.0% | -$6.96万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $338.90万 | 1.28% | 14,323 | 112 | 0.8% | $2.65万 | 加仓 |
| CSCO | CISCO SYS INC | $305.07万 | 1.15% | 25,973 | -1,078 | -4.0% | -$12.66万 | 减仓 |
| PKBK | PARKE BANCORP INC | $302.87万 | 1.14% | 91,336 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $279.55万 | 1.05% | 16,865 | 53 | 0.3% | $8,785 | 加仓 |
| MSFT | MICROSOFT CORP | $276.56万 | 1.04% | 7,414 | 135 | 1.9% | $5.04万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $275.80万 | 1.04% | 2,948 | -65 | -2.2% | -$6.08万 | 减仓 |
| BCML | BAYCOM CORP | $263.23万 | 0.99% | 80,010 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $247.33万 | 0.93% | 15,120 | -600 | -3.8% | -$9.81万 | 减仓 |
| FSUN | FIRSTSUN CAP BANCORP | $236.22万 | 0.89% | 60,912 | 2,590 | 4.4% | $10.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $234.59万 | 0.88% | 7,167 | -1,829 | -20.3% | -$59.87万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $233.17万 | 0.88% | 8,292 | 38 | 0.5% | $1.07万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $221.36万 | 0.83% | 5,982 | -146 | -2.4% | -$5.40万 | 减仓 |
| CWBC | COMMUNITY WEST BANCSHARES | $211.19万 | 0.80% | 78,625 | 4,548 | 6.1% | $12.22万 | 加仓 |
| INBK | FIRST INTERNET BANCORP | $208.22万 | 0.79% | 74,899 | -2,000 | -2.6% | -$5.56万 | 减仓 |
| MOD | MODINE MFG CO | $201.31万 | 0.76% | 7,539 | -5,400 | -41.7% | -$144.19万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR | $195.15万 | 0.74% | 141,106 | 34 | 0.0% | $470 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $194.11万 | 0.73% | 5,739 | -1,599 | -21.8% | -$54.08万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM | $188.06万 | 0.71% | 13,755 | 13,755 | — | $188.06万 | 新建仓 |
| META | META PLATFORMS INC | $179.63万 | 0.68% | 3,189 | 74 | 2.4% | $4.17万 | 加仓 |
| UNP | UNION PAC CORP | $179.57万 | 0.68% | 6,602 | 83 | 1.3% | $2.26万 | 加仓 |
| BANR | BANNER CORP | $173.24万 | 0.65% | 26,074 | -2,187 | -7.7% | -$14.53万 | 减仓 |
| — | NEW ENGLAND RLTY ASSOC LTD P | $170.31万 | 0.64% | 29,019 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $167.00万 | 0.63% | 6,576 | 171 | 2.7% | $4.34万 | 加仓 |
| MCHB | MECHANICS BANCORP | $164.22万 | 0.62% | 103,285 | 0 | 0.0% | — | 不变 |
| — | ELECTRO-SENSORS INC | $162.85万 | 0.61% | 212,600 | -37,561 | -15.0% | -$28.77万 | 减仓 |
| — | INTERGROUP CORP | $157.93万 | 0.60% | 32,889 | -339 | -1.0% | -$1.63万 | 减仓 |
| PEP | PEPSICO INC | $155.96万 | 0.59% | 11,518 | 44 | 0.4% | $5,958 | 加仓 |
| — | AMERICAN RLTY INVS INC | $154.16万 | 0.58% | 69,222 | -1,497 | -2.1% | -$3.33万 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $152.98万 | 0.58% | 31,535 | 0 | 0.0% | — | 不变 |
| CET | CENTRAL SECS CORP | $147.49万 | 0.56% | 28,121 | 3,857 | 15.9% | $20.23万 | 加仓 |
| — | BARINGS CORPORATE INVS | $147.48万 | 0.56% | 83,984 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $145.82万 | 0.55% | 10,443 | -1,615 | -13.4% | -$22.55万 | 减仓 |
| GOLD | GOLD COM INC | $144.67万 | 0.55% | 34,767 | -1,035 | -2.9% | -$4.31万 | 减仓 |
| PFE | PFIZER INC | $137.16万 | 0.52% | 56,959 | -9,384 | -14.1% | -$22.60万 | 减仓 |
| USFR | WISDOMTREE TR | $133.56万 | 0.50% | 26,526 | 2,672 | 11.2% | $13.45万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $133.40万 | 0.50% | 28,431 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $129.65万 | 0.49% | 5,152 | 29 | 0.6% | $7,298 | 加仓 |
| NRIM | NORTHRIM BANCORP INC | $128.17万 | 0.48% | 46,204 | 0 | 0.0% | — | 不变 |
| — | AMREP CORP | $124.77万 | 0.47% | 49,472 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $124.34万 | 0.47% | 14,435 | -691 | -4.6% | -$5.95万 | 减仓 |
| UMH | UMH PPTYS INC | $124.03万 | 0.47% | 81,923 | -1,100 | -1.3% | -$1.67万 | 减仓 |
| GOOGL | ALPHABET INC | $121.15万 | 0.46% | 3,390 | -50 | -1.5% | -$1.79万 | 减仓 |
| — | NATURAL ALTERNATIVES INTL INC | $119.07万 | 0.45% | 498,220 | -572 | -0.1% | -$1,367 | 减仓 |
| MRK | MERCK & CO INC | $117.75万 | 0.44% | 9,164 | -230 | -2.4% | -$2.96万 | 减仓 |
| BAC | BANK OF AMER CORP | $117.43万 | 0.44% | 20,609 | -36 | -0.2% | -$2,051 | 减仓 |
| ITIC | INVESTORS TITLE CO NC | $116.72万 | 0.44% | 4,265 | 200 | 4.9% | $5.47万 | 加仓 |
| GOOG | ALPHABET INC | $115.93万 | 0.44% | 3,281 | -31 | -0.9% | -$1.10万 | 减仓 |
| HSY | HERSHEY CO | $110.02万 | 0.41% | 6,271 | 211 | 3.5% | $3.70万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $107.96万 | 0.41% | 25,498 | 247 | 1.0% | $1.05万 | 加仓 |
| HD | HOME DEPOT INC | $107.71万 | 0.41% | 3,054 | -18 | -0.6% | -$6,348 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $103.60万 | 0.39% | 7,164 | -779 | -9.8% | -$11.27万 | 减仓 |
| BOND | PIMCO ETF TR | $103.40万 | 0.39% | 11,214 | 272 | 2.5% | $2.51万 | 加仓 |
| MCD | MCDONALDS CORP | $100.18万 | 0.38% | 3,706 | 172 | 4.9% | $4.65万 | 加仓 |
| ENB | ENBRIDGE INC | $98.79万 | 0.37% | 18,224 | -102 | -0.6% | -$5,529 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $98.72万 | 0.37% | 11,393 | -1,857 | -14.0% | -$16.09万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $98.33万 | 0.37% | 4,512 | 33 | 0.7% | $7,192 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $93.89万 | 0.35% | 17,679 | -202 | -1.1% | -$1.07万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $92.95万 | 0.35% | 7,357 | -233 | -3.1% | -$2.94万 | 减仓 |
| WMT | WALMART INC | $91.24万 | 0.34% | 8,056 | -160 | -1.9% | -$1.81万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $89.62万 | 0.34% | 11,125 | 11,125 | — | $89.62万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $88.68万 | 0.33% | 3,979 | 15 | 0.4% | $3,343 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $87.04万 | 0.33% | 36,618 | -400 | -1.1% | -$9,508 | 减仓 |
| INTU | INTUIT | $84.04万 | 0.32% | 3,220 | 26 | 0.8% | $6,786 | 加仓 |
| WELL | WELLTOWER INC | $83.80万 | 0.32% | 3,692 | -322 | -8.0% | -$7.31万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $82.91万 | 0.31% | 32,012 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $82.23万 | 0.31% | 7,649 | 522 | 7.3% | $5.61万 | 加仓 |
| QCOM | QUALCOMM INC | $80.13万 | 0.30% | 4,336 | 46 | 1.1% | $8,501 | 加仓 |
| KO | COCA COLA CO | $79.88万 | 0.30% | 9,829 | 1,168 | 13.5% | $9.49万 | 加仓 |
| T | AT&T INC | $78.38万 | 0.30% | 37,863 | -449 | -1.2% | -$9,294 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $78.35万 | 0.30% | 1,538 | -37 | -2.3% | -$1.89万 | 减仓 |
| BA | BOEING CO | $77.99万 | 0.29% | 3,603 | -211 | -5.5% | -$4.57万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $77.52万 | 0.29% | 55,490 | -300 | -0.5% | -$4,191 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $76.81万 | 0.29% | 6,068 | -63 | -1.0% | -$7,975 | 减仓 |
| LRCX | LAM RESEARCH CORP | $75.31万 | 0.28% | 1,738 | -106 | -5.7% | -$4.59万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $74.99万 | 0.28% | 4,176 | -126 | -2.9% | -$2.26万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.28% | 1 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $74.11万 | 0.28% | 2,488 | 0 | 0.0% | — | 不变 |
| — | BARINGS PARTN INVS | $73.68万 | 0.28% | 43,755 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $73.59万 | 0.28% | 8,464 | -35 | -0.4% | -$3,043 | 减仓 |
| WMB | WILLIAMS COS INC | $73.57万 | 0.28% | 9,897 | -399 | -3.9% | -$2.97万 | 减仓 |
| CLMT | CALUMET INC | $72.04万 | 0.27% | 20,000 | 517 | 2.7% | $1.86万 | 加仓 |
| IMKTA | INGLES MKTS INC | $71.93万 | 0.27% | 8,120 | 0 | 0.0% | — | 不变 |
| — | NI HLDGS INC | $69.86万 | 0.26% | 44,469 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $67.04万 | 0.25% | 4,572 | -189 | -4.0% | -$2.77万 | 减仓 |
| FSBW | FS BANCORP INC | $65.72万 | 0.25% | 15,142 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $65.65万 | 0.25% | 10,870 | -344 | -3.1% | -$2.08万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $65.00万 | 0.25% | 3,593 | 0 | 0.0% | — | 不变 |