BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL
BIRMINGHAM AL · SEC CIK 0000918504
$2.63亿2026Q2 申报市值
90持仓数
50.9%前十大占比 · 第一大 15.6%
3 / 3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+$494.40万
FDXF 新建仓+$74.50万
FLR 新建仓+$22.10万
MSFT 加仓+$7.46万
NVDA 加仓+$4.00万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$618.60万
INTC 减仓-$363.00万
DD 减仓-$99.02万
CAT 减仓-$58.36万
LLY 减仓-$53.37万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC DEL | $4,107.90万 | 15.62% | 38,575 | -548 | -1.4% | -$58.36万 | 减仓 |
| DE | DEERE & CO | $1,983.00万 | 7.54% | 31,262 | -223 | -0.7% | -$14.15万 | 减仓 |
| LLY | ELI LILLY & CO | $1,197.60万 | 4.55% | 9,985 | -445 | -4.3% | -$53.37万 | 减仓 |
| ALL | ALLSTATE CORP DEL COM | $1,079.70万 | 4.11% | 45,375 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $985.70万 | 3.75% | 13,820 | -330 | -2.3% | -$23.54万 | 减仓 |
| RTX | RTX CORP | $979.80万 | 3.73% | 51,644 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $809.20万 | 3.08% | 29,935 | -200 | -0.7% | -$5.41万 | 减仓 |
| EMR | EMERSON ELEC CO | $754.00万 | 2.87% | 52,675 | -450 | -0.8% | -$6.44万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $752.20万 | 2.86% | 14,765 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON AND JOHNSON COM | $729.10万 | 2.77% | 28,709 | -425 | -1.5% | -$10.79万 | 减仓 |
| CVX | CHEVRON CORP | $590.60万 | 2.25% | 35,629 | -600 | -1.7% | -$9.95万 | 减仓 |
| ABBV | ABBVIE INC | $584.80万 | 2.22% | 23,240 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACHINES CORP I | $520.90万 | 1.98% | 18,525 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HLDGS CORP | $494.40万 | 1.88% | 36,162 | 36,162 | — | $494.40万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $491.40万 | 1.87% | 33,510 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA COM | $463.30万 | 1.76% | 57,009 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $459.30万 | 1.75% | 28,366 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $452.60万 | 1.72% | 15,642 | 0 | 0.0% | — | 不变 |
| AXP | AMER EXPRESS COMPANY | $413.50万 | 1.57% | 12,225 | -425 | -3.4% | -$14.38万 | 减仓 |
| INTC | INTEL CORP | $402.30万 | 1.53% | 28,815 | -26,000 | -47.4% | -$363.00万 | 减仓 |
| HSY | HERSHEY COMPANY | $385.60万 | 1.47% | 21,975 | -400 | -1.8% | -$7.02万 | 减仓 |
| GE | GE AEROSPACE | $370.80万 | 1.41% | 9,921 | -62 | -0.6% | -$2.32万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $357.10万 | 1.36% | 4,768 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA | $352.70万 | 1.34% | 17,625 | 200 | 1.1% | $4.00万 | 加仓 |
| SO | SOUTHERN CO | $329.70万 | 1.25% | 34,450 | -100 | -0.3% | -$9,570 | 减仓 |
| FDX | FEDEX CORP DELAWARE COM | $309.20万 | 1.18% | 9,875 | -150 | -1.5% | -$4.70万 | 减仓 |
| MRK | MERCK AND CO INC SHS | $284.30万 | 1.08% | 22,128 | -850 | -3.7% | -$10.92万 | 减仓 |
| BA | BOEING CO | $275.60万 | 1.05% | 12,731 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $271.50万 | 1.03% | 112,751 | -295 | -0.3% | -$7,103 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $271.00万 | 1.03% | 21,413 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $249.50万 | 0.95% | 2,124 | -15 | -0.7% | -$1.76万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $227.50万 | 0.87% | 39,925 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFEN | $209.70万 | 0.80% | 8,650 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $197.50万 | 0.75% | 6,035 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $183.30万 | 0.70% | 20,200 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $178.70万 | 0.68% | 1,910 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $175.00万 | 0.67% | 12,500 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $162.30万 | 0.62% | 5,445 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENERAL CORP | $159.90万 | 0.61% | 13,895 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $149.70万 | 0.57% | 6,300 | -200 | -3.1% | -$4.75万 | 减仓 |
| JCI | JOHNSON CONTROLS INT F | $146.20万 | 0.56% | 10,005 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $144.30万 | 0.55% | 5,650 | 0 | 0.0% | — | 不变 |
| GWW | W W GRAINGER INCORP | $133.30万 | 0.51% | 980 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $130.60万 | 0.50% | 28,100 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $104.00万 | 0.40% | 2,100 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP | $102.90万 | 0.39% | 11,150 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC REG SH | $100.40万 | 0.38% | 6,146 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $97.40万 | 0.37% | 11,508 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES CO CL A | $97.10万 | 0.37% | 17,500 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS INC | $94.70万 | 0.36% | 3,500 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $91.90万 | 0.35% | 15,941 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $91.80万 | 0.35% | 9,800 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FREIGHT HLDG CO INC RE | $74.50万 | 0.28% | 4,937 | 4,937 | — | $74.50万 | 新建仓 |
| HD | HOME DEPOT INC | $70.50万 | 0.27% | 2,000 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INC COM | $70.50万 | 0.27% | 6,000 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON COMPANY | $68.80万 | 0.26% | 20,260 | -500 | -2.4% | -$1.70万 | 减仓 |
| EBAY | EBAY INC | $64.80万 | 0.25% | 5,800 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT E | $63.80万 | 0.24% | 3,000 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO | $58.50万 | 0.22% | 6,125 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $58.00万 | 0.22% | 1,397 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $57.40万 | 0.22% | 1,539 | 200 | 14.9% | $7.46万 | 加仓 |
| GL | GLOBE LIFE INC | $56.30万 | 0.21% | 3,150 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $50.00万 | 0.19% | 4,162 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $49.60万 | 0.19% | 2,250 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $49.60万 | 0.19% | 6,900 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC REG SH | $49.40万 | 0.19% | 3,643 | -7,302 | -66.7% | -$99.02万 | 减仓 |
| WMT | WALMART INC | $47.60万 | 0.18% | 4,200 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD F | $47.40万 | 0.18% | 16,600 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY (WALT) CO COM STK | $46.50万 | 0.18% | 4,830 | -200 | -4.0% | -$1.93万 | 减仓 |
| ENB | ENBRIDGE INC F | $43.80万 | 0.17% | 8,071 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $42.10万 | 0.16% | 44,875 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $42.00万 | 0.16% | 3,800 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATERIALS CO | $42.00万 | 0.16% | 1,424 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC REG SHS | $36.10万 | 0.14% | 4,266 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE RUBBER | $35.70万 | 0.14% | 54,100 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $34.10万 | 0.13% | 10,678 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $32.70万 | 0.12% | 1,090 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $32.60万 | 0.12% | 3,132 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $27.10万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $26.80万 | 0.10% | 11,200 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 SHS | $26.60万 | 0.10% | 1,573 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES IN | $26.20万 | 0.10% | 900 | 0 | 0.0% | — | 不变 |
| BP | BP P L C F SPONSORED ADR 1 ADR | $25.70万 | 0.10% | 6,950 | -200 | -2.8% | -$7,396 | 减仓 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASUR | $24.90万 | 0.09% | 10,300 | -10,300 | -50.0% | -$24.90万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $23.00万 | 0.09% | 5,442 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $22.90万 | 0.09% | 1,725 | -200 | -10.4% | -$2.66万 | 重新持有 |
| PYPL | PAYPAL HLDGS INC | $22.20万 | 0.08% | 5,150 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORPORATION NEW | $22.10万 | 0.08% | 4,225 | 4,225 | — | $22.10万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $21.60万 | 0.08% | 425 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $20.50万 | 0.08% | 9,901 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -36,460 | -100.0% | -$618.60万 | 清仓 |
| DOW | DOW INC REG SHS | $0 | 0.00% | 0 | -6,451 | -100.0% | -$26.90万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -4,975 | -100.0% | -$26.80万 | 清仓 |