CAMPBELL NEWMAN ASSET MANAGEMENT INC
MILWAUKEE WI · SEC CIK 0000874791
$12.33亿2026Q1 申报市值
103持仓数
42.0%前十大占比 · 第一大 6.4%
4 / 11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
MSI 加仓+$3,451.49万
PEP 加仓+$2,830.66万
STT 加仓+$2,102.02万
SBUX 加仓+$1,936.68万
LII 新建仓+$1,755.53万
2026Q1 卖出最多 按季末市值估算
TEL 减仓-$2,914.34万
AJG 减仓-$2,483.59万
ABT 减仓-$2,414.11万
DE 减仓-$1,696.43万
KLAC 减仓-$1,308.53万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| LOW | Lowe's Companies, Inc. | $3,458.58万 | 2.81% | 146,376 | 1,575 | 1.1% | $37.21万 | 加仓 |
| MSI | Motorola Solutions, Inc. | $3,544.36万 | 2.88% | 81,673 | 79,533 | 3,716.5% | $3,451.49万 | 加仓 |
| ABBV | AbbVie, Inc. | $3,597.03万 | 2.92% | 165,389 | 2,630 | 1.6% | $57.20万 | 加仓 |
| ADI | Analog Devices, Inc. | $4,004.01万 | 3.25% | 125,857 | -2,149 | -1.7% | -$68.37万 | 减仓 |
| WMB | The Williams Companies, Inc. | $4,169.88万 | 3.38% | 572,943 | 224,487 | 64.4% | $1,633.82万 | 加仓 |
| STT | State Street Corp. | $4,212.64万 | 3.42% | 332,857 | 166,089 | 99.6% | $2,102.02万 | 加仓 |
| RTX | RTX Corp. | $4,282.69万 | 3.47% | 222,016 | 2,155 | 1.0% | $41.57万 | 加仓 |
| WEC | WEC Energy Group, Inc. | $4,350.04万 | 3.53% | 375,749 | 4,080 | 1.1% | $47.23万 | 加仓 |
| ETN | Eaton Corp. plc | $4,405.67万 | 3.57% | 123,177 | 5,706 | 4.9% | $204.09万 | 加仓 |
| APH | Amphenol Corp. | $4,721.56万 | 3.83% | 373,689 | 3,501 | 0.9% | $44.24万 | 加仓 |
| MSFT | Microsoft Corp. | $5,544.22万 | 4.50% | 149,775 | -32,708 | -17.9% | -$1,210.75万 | 减仓 |
| AVGO | Broadcom, Inc. | $6,070.08万 | 4.92% | 196,119 | -35,918 | -15.5% | -$1,111.70万 | 减仓 |
| KLAC | KLA Corp. | $6,194.29万 | 5.03% | 42,069 | -8,887 | -17.4% | -$1,308.53万 | 减仓 |
| AAPL | Apple, Inc. | $7,872.07万 | 6.39% | 310,180 | -33,977 | -9.9% | -$862.30万 | 减仓 |