CADINHA & CO LLC
HONOLULU HI · SEC CIK 0000923469
$6.75亿2026Q2 申报市值
107持仓数
45.7%前十大占比 · 第一大 5.8%
4 / 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
GEV 加仓+$1,754.89万
HUBB 加仓+$1,597.02万
JPM 加仓+$1,591.94万
MCD 加仓+$1,132.68万
CAT 加仓+$909.42万
2026Q2 卖出最多 按季末市值估算
ITA 减仓-$41.09万
IVV 减仓-$39.69万
IAU 减仓-$37.71万
ORLY 清仓-$26.57万
TRMB 清仓-$23.89万
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 |
|---|---|---|---|---|---|---|---|---|
| IAU | iShares Gold Trust | $3,900.98万 | 5.78% | 516,618 | -4,994 | -1.0% | -$37.71万 | 减仓 |
| GOOGL | Alphabet Inc Cap Stock Cl A | $3,773.98万 | 5.59% | 105,604 | 2,829 | 2.8% | $101.10万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $3,766.39万 | 5.58% | 75,269 | -389 | -0.5% | -$19.47万 | 减仓 |
| COST | Costco Wholesale Corp | $3,624.69万 | 5.37% | 38,747 | 463 | 1.2% | $43.31万 | 加仓 |
| NVDA | NVIDIA Corp | $2,898.11万 | 4.29% | 144,840 | 219 | 0.2% | $4.38万 | 加仓 |
| GEV | Ge Vernova Inc | $2,729.90万 | 4.04% | 23,236 | 14,937 | 180.0% | $1,754.89万 | 加仓 |
| JNJ | Johnson & Johnson | $2,698.20万 | 4.00% | 106,241 | 291 | 0.3% | $7.39万 | 加仓 |
| JPM | JPMorgan Chase & Co | $2,658.26万 | 3.94% | 81,210 | 48,634 | 149.3% | $1,591.94万 | 加仓 |
| RTX | RTX CORPORATION COM | $2,437.74万 | 3.61% | 128,485 | 565 | 0.4% | $10.72万 | 加仓 |
| CAT | Caterpillar Inc | $2,369.51万 | 3.51% | 22,251 | 8,540 | 62.3% | $909.42万 | 加仓 |
| IVV | iShares S&P 500 Index | $2,309.56万 | 3.42% | 30,840 | -530 | -1.7% | -$39.69万 | 减仓 |
| MRK | Merck & Co Inc | $2,154.08万 | 3.19% | 167,632 | 768 | 0.5% | $9.87万 | 加仓 |
| ISRG | Intuitive Surgical Inc | $2,025.94万 | 3.00% | 50,944 | 352 | 0.7% | $14.00万 | 加仓 |
| MSFT | Microsoft Corp | $1,947.16万 | 2.88% | 52,200 | 8,455 | 19.3% | $315.39万 | 加仓 |
| GE | Ge Aerospace Com New | $1,914.48万 | 2.84% | 51,226 | 1,615 | 3.3% | $60.36万 | 加仓 |
| AMZN | Amazon.com Inc | $1,875.97万 | 2.78% | 78,710 | 31,660 | 67.3% | $754.58万 | 加仓 |
| — | Exxon Mobil Corp | $1,819.42万 | 2.69% | 133,077 | -197 | -0.1% | -$2.69万 | 减仓 |
| IXUS | iShares Core MSCI Total Intern | $1,763.43万 | 2.61% | 184,768 | 81,366 | 78.7% | $776.56万 | 加仓 |
| HUBB | Hubbell Inc | $1,740.63万 | 2.58% | 33,269 | 30,524 | 1,112.0% | $1,597.02万 | 加仓 |
| WMT | Wal-Mart Stores Inc | $1,698.25万 | 2.52% | 149,943 | 1,686 | 1.1% | $19.10万 | 加仓 |
| DUK | Duke Energy Corp | $1,696.79万 | 2.51% | 134,049 | 7,200 | 5.7% | $91.14万 | 加仓 |
| LLY | Eli Lilly & Co | $1,415.81万 | 2.10% | 11,804 | 6,150 | 108.8% | $737.65万 | 加仓 |
| MCD | McDonalds Corp | $1,296.65万 | 1.92% | 47,969 | 41,903 | 690.8% | $1,132.68万 | 加仓 |
| BA | Boeing Co | $968.92万 | 1.44% | 44,760 | 4,150 | 10.2% | $89.84万 | 加仓 |
| EWC | iShares MSCI CDA Index | $926.08万 | 1.37% | 160,666 | -2,018 | -1.2% | -$11.63万 | 减仓 |
| QQQ | Invesco Qqq Tr Unit Ser 1 | $906.13万 | 1.34% | 12,305 | 788 | 6.8% | $58.03万 | 加仓 |
| AAPL | Apple Inc | $843.40万 | 1.25% | 29,147 | 8,151 | 38.8% | $235.86万 | 加仓 |
| ITA | iShares US Aer Def ETF | $792.54万 | 1.17% | 32,693 | -1,695 | -4.9% | -$41.09万 | 减仓 |
| AMGN | Amgen Inc | $683.14万 | 1.01% | 18,865 | 13,670 | 263.1% | $495.02万 | 加仓 |
| GWW | Grainger W W Inc | $470.29万 | 0.70% | 3,457 | 1,022 | 42.0% | $139.03万 | 加仓 |
| UNP | Union Pacific Corp | $394.59万 | 0.58% | 14,507 | 0 | 0.0% | — | 不变 |
| PLTR | Palantir Technologies Inc Cl A | $391.45万 | 0.58% | 33,552 | 4,213 | 14.4% | $49.15万 | 加仓 |
| CVX | Chevron Corp | $303.52万 | 0.45% | 18,311 | -376 | -2.0% | -$6.23万 | 减仓 |
| META | Meta Platforms Inc. | $294.94万 | 0.44% | 5,236 | 4,623 | 754.2% | $260.41万 | 加仓 |
| CSCO | Cisco Systems Inc | $290.04万 | 0.43% | 24,693 | 250 | 1.0% | $2.94万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $283.92万 | 0.42% | 3,802 | -15 | -0.4% | -$1.12万 | 减仓 |
| ABBV | Abbvie Inc | $278.89万 | 0.41% | 11,083 | -227 | -2.0% | -$5.71万 | 减仓 |
| APH | Amphenol Corp Cl A | $243.67万 | 0.36% | 13,820 | -228 | -1.6% | -$4.02万 | 减仓 |
| TLT | iShares Barclays 20 plus Yr | $220.88万 | 0.33% | 25,559 | -2,257 | -8.1% | -$19.51万 | 减仓 |
| WFC | Wells Fargo & Co | $196.70万 | 0.29% | 23,802 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs Group Inc | $194.18万 | 0.29% | 1,920 | 700 | 57.4% | $70.80万 | 加仓 |
| CW | Curtiss Wright Corp | $187.77万 | 0.28% | 2,478 | 100 | 4.2% | $7.58万 | 加仓 |
| IJH | iShares S&P Mid Cap 400 | $185.67万 | 0.28% | 24,079 | -430 | -1.8% | -$3.32万 | 减仓 |
| V | Visa Inc Cl A | $182.28万 | 0.27% | 5,313 | 176 | 3.4% | $6.04万 | 加仓 |
| IVW | iShares S&P 500 Growth | $168.58万 | 0.25% | 12,258 | 0 | 0.0% | — | 不变 |
| BRK/A | Berkshire Hathaway Inc Cl A | $149.77万 | 0.22% | 2 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Total Stock Mkt | $148.10万 | 0.22% | 4,002 | -6 | -0.1% | -$2,220 | 减仓 |
| IJR | iShares S&P Small Cap 600 | $147.51万 | 0.22% | 9,946 | -1,354 | -12.0% | -$20.08万 | 减仓 |
| AEM | Agnico Eagle Mines Ltd | $135.96万 | 0.20% | 8,764 | 550 | 6.7% | $8.53万 | 加仓 |
| IVE | iShares S&P 500 Value | $134.76万 | 0.20% | 5,935 | -55 | -0.9% | -$1.25万 | 减仓 |
| WPM | Wheaton Precious Metals Corp | $126.58万 | 0.19% | 11,270 | -1,000 | -8.1% | -$11.23万 | 减仓 |
| KO | Coca-Cola Co | $125.85万 | 0.19% | 15,486 | 2,246 | 17.0% | $18.25万 | 加仓 |
| HD | Home Depot Inc | $123.06万 | 0.18% | 3,489 | 195 | 5.9% | $6.88万 | 加仓 |
| CSW | Csw Industrials Inc | $119.20万 | 0.18% | 4,283 | 0 | 0.0% | — | 不变 |
| IEI | iShares Barclays 3-7 Yr | $117.07万 | 0.17% | 9,968 | 9,968 | — | $117.07万 | 新建仓 |
| INTC | Intel Corp | $115.28万 | 0.17% | 8,256 | 1,487 | 22.0% | $20.76万 | 加仓 |
| CSX | CSX Corp | $109.02万 | 0.16% | 22,937 | 556 | 2.5% | $2.64万 | 加仓 |
| AMD | Advanced Micro Devices Inc | $95.15万 | 0.14% | 1,638 | 0 | 0.0% | — | 不变 |
| MA | MasterCard Inc Cl A | $94.61万 | 0.14% | 1,842 | 62 | 3.5% | $3.18万 | 加仓 |
| ABT | Abbott Laboratories | $89.49万 | 0.13% | 9,862 | -265 | -2.6% | -$2.40万 | 减仓 |
| XLE | Select Sector SPDR Energy | $79.74万 | 0.12% | 15,014 | -1,818 | -10.8% | -$9.66万 | 减仓 |
| VZ | Verizon Communications Inc | $78.25万 | 0.12% | 18,481 | 5 | 0.0% | $212 | 加仓 |
| DHR | Danaher Corp | $72.15万 | 0.11% | 3,788 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Co | $65.80万 | 0.10% | 4,487 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 | $63.11万 | 0.09% | 3,733 | 13 | 0.3% | $2,198 | 加仓 |
| COP | ConocoPhillips | $62.93万 | 0.09% | 6,053 | 0 | 0.0% | — | 不变 |
| NSC | Norfolk Southern Corp | $59.65万 | 0.09% | 1,896 | 0 | 0.0% | — | 不变 |
| CHKP | Check Point Software Tech Ltd | $59.10万 | 0.09% | 4,497 | -1,245 | -21.7% | -$16.36万 | 减仓 |
| GOVT | iShares US Treas Bond ETF | $58.57万 | 0.09% | 25,713 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc | $51.87万 | 0.08% | 1,373 | 0 | 0.0% | — | 不变 |
| ITOT | iShares Core S&P Ttl Stock | $50.11万 | 0.07% | 3,051 | 279 | 10.1% | $4.58万 | 加仓 |
| BWXT | Bwx Technologies Inc | $47.32万 | 0.07% | 2,431 | 60 | 2.5% | $1.17万 | 加仓 |
| PEP | PepsiCo Inc | $43.34万 | 0.06% | 3,201 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Works Inc | $41.31万 | 0.06% | 1,527 | 1 | 0.1% | $271 | 加仓 |
| AMAT | Applied Materials Inc | $39.91万 | 0.06% | 552 | 552 | — | $39.91万 | 新建仓 |
| FCX | Freeport-Mcmoran Inc Cl B | $39.00万 | 0.06% | 6,201 | 1,546 | 33.2% | $9.72万 | 加仓 |
| VO | Vanguard Mid Cap ETF | $37.07万 | 0.05% | 4,601 | 1 | 0.0% | $81 | 加仓 |
| IBM | Intl Business Machines | $36.47万 | 0.05% | 1,297 | 0 | 0.0% | — | 不变 |
| CL | Colgate Palmolive Co | $33.92万 | 0.05% | 3,700 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES IN | $33.69万 | 0.05% | 645 | 100 | 18.3% | $5.22万 | 加仓 |
| GOOG | Alphabet Inc Cap Stock Cl C | $33.46万 | 0.05% | 947 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co | $33.18万 | 0.05% | 2,318 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc | $30.26万 | 0.04% | 12,566 | 0 | 0.0% | — | 不变 |
| NOC | Northrop Grumman Corp | $29.59万 | 0.04% | 581 | 96 | 19.8% | $4.89万 | 加仓 |
| SHY | iShares Barclays 1-3 Yr | $29.26万 | 0.04% | 3,564 | 0 | 0.0% | — | 不变 |
| CPF | Central Pac Financial Corp | $29.06万 | 0.04% | 7,608 | 0 | 0.0% | — | 不变 |
| BNY | Bank of New York Mellon Corp | $28.92万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| SYK | Stryker Corp | $28.68万 | 0.04% | 911 | 0 | 0.0% | — | 不变 |
| LII | Lennox Intl Inc | $28.07万 | 0.04% | 490 | 0 | 0.0% | — | 不变 |
| AGG | iShares Barclays US Aggreg B | $27.76万 | 0.04% | 2,804 | 160 | 6.1% | $1.58万 | 加仓 |
| BOH | Bank Hawaii Corp | $27.62万 | 0.04% | 3,389 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Information Technolog | $27.25万 | 0.04% | 2,280 | 1,995 | 700.0% | $23.84万 | 重新持有 |
| SLV | iShares Silver Trust | $27.19万 | 0.04% | 5,086 | -770 | -13.1% | -$4.12万 | 减仓 |
| GLD | SPDR Gold Trust | $26.89万 | 0.04% | 730 | 0 | 0.0% | — | 不变 |
| HE | Hawaiian Elec Industries | $26.82万 | 0.04% | 19,824 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 4 | $24.83万 | 0.04% | 353 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co | $24.54万 | 0.04% | 387 | 0 | 0.0% | — | 不变 |
| MKC | McCormick & Co Inc Non Vtg | $24.27万 | 0.04% | 4,813 | 0 | 0.0% | — | 不变 |
| VOO | Vanguard S&P 500 ETF | $24.04万 | 0.04% | 350 | 1 | 0.3% | $687 | 加仓 |
| ED | Consolidated Edison Inc | $23.79万 | 0.04% | 2,150 | 0 | 0.0% | — | 不变 |