BLACKHILL CAPITAL INC
MORRISTOWN NJ · SEC CIK 0000872162
$19.43亿2026Q1 申报市值
49持仓数
93.5%前十大占比 · 第一大 72.1%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ABBV 加仓+$347.98万
ET 加仓+$77.20万
RYN 加仓+$32.02万
2026Q1 卖出最多 按季末市值估算
WSM 减仓-$82.27万
CAT 减仓-$35.42万
POTLATCHDELTIC C 清仓-$33.97万
AAPL 减仓-$32.99万
BMY 减仓-$31.54万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| WSM | WILLIAMS SONOMA INC COM | $14.01亿 | 72.12% | 7,684,524 | -4,512 | -0.1% | -$82.27万 | 减仓 |
| LLY | LILLY ELI & CO COM | $1.34亿 | 6.90% | 145,721 | -243 | -0.2% | -$22.35万 | 减仓 |
| AAPL | APPLE INC COM | $6,299.07万 | 3.24% | 248,200 | -1,300 | -0.5% | -$32.99万 | 减仓 |
| ABBV | ABBVIE INC COM | $5,722.38万 | 2.95% | 263,110 | 16,000 | 6.5% | $347.98万 | 加仓 |
| CAT | CATERPILLAR INC COM | $4,215.34万 | 2.17% | 59,500 | -500 | -0.8% | -$35.42万 | 减仓 |
| ABT | ABBOTT LABS COM | $2,757.00万 | 1.42% | 268,530 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $2,444.97万 | 1.26% | 66,050 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP COM | $2,440.73万 | 1.26% | 139,950 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UNIT L | $2,316.00万 | 1.19% | 1,200,000 | 40,000 | 3.4% | $77.20万 | 加仓 |
| MRK | MERCK & CO INC NEW COM | $2,031.18万 | 1.05% | 168,857 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO COM | $1,670.08万 | 0.86% | 275,364 | -5,200 | -1.9% | -$31.54万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,568.99万 | 0.81% | 64,187 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC COM | $1,133.62万 | 0.58% | 95,899 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $1,017.68万 | 0.52% | 21,237 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CL A | $999.32万 | 0.51% | 20,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO DISNEY COM | $978.26万 | 0.50% | 101,500 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $761.85万 | 0.39% | 36,580 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $648.12万 | 0.33% | 44,871 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $506.59万 | 0.26% | 17,660 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CL A | $459.52万 | 0.24% | 15,980 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL | $430.88万 | 0.22% | 6 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $407.55万 | 0.21% | 107,704 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HLDGS INC COM | $380.48万 | 0.20% | 42,079 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $279.76万 | 0.14% | 29,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW COM | $238.97万 | 0.12% | 11,550 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $132.48万 | 0.07% | 47,178 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC COM | $104.87万 | 0.05% | 26,041 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $93.24万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| AWR | AMERICAN STS WTR CO COM | $81.67万 | 0.04% | 10,800 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW CO | $81.65万 | 0.04% | 6,000 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC COM | $76.32万 | 0.04% | 3,400 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $69.44万 | 0.04% | 4,200 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM | $64.10万 | 0.03% | 26,240 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC COM | $50.77万 | 0.03% | 24,622 | 15,529 | 170.8% | $32.02万 | 加仓 |
| FFIV | F5 INC COM | $46.29万 | 0.02% | 1,600 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $45.21万 | 0.02% | 18,891 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $42.62万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| MSEX | MIDDLESEX WTR CO COM | $34.70万 | 0.02% | 6,666 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP COM | $34.46万 | 0.02% | 7,600 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF TR | $31.09万 | 0.02% | 478 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TR UNI | $21.65万 | 0.01% | 351 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $12.47万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $7.43万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MGNI | MAGNITE INC COM | $7.12万 | 0.00% | 5,991 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC COM | $6.25万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $5.74万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC COM | $5.46万 | 0.00% | 1,279 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC COM | $3.33万 | 0.00% | 2,375 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $2.86万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| — | POTLATCHDELTIC CORP C/A EFF 02 | $0 | 0.00% | 0 | -8,540 | -100.0% | -$33.97万 | 清仓 |