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 |
|---|---|---|---|---|---|---|---|---|
| CAT | Caterpillar Inc | $2,369.51万 | 3.51% | 22,251 | 8,540 | 62.3% | $909.42万 | 加仓 |
| RTX | RTX CORPORATION COM | $2,437.74万 | 3.61% | 128,485 | 565 | 0.4% | $10.72万 | 加仓 |
| JPM | JPMorgan Chase & Co | $2,658.26万 | 3.94% | 81,210 | 48,634 | 149.3% | $1,591.94万 | 加仓 |
| JNJ | Johnson & Johnson | $2,698.20万 | 4.00% | 106,241 | 291 | 0.3% | $7.39万 | 加仓 |
| GEV | Ge Vernova Inc | $2,729.90万 | 4.04% | 23,236 | 14,937 | 180.0% | $1,754.89万 | 加仓 |
| NVDA | NVIDIA Corp | $2,898.11万 | 4.29% | 144,840 | 219 | 0.2% | $4.38万 | 加仓 |
| COST | Costco Wholesale Corp | $3,624.69万 | 5.37% | 38,747 | 463 | 1.2% | $43.31万 | 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 |
| GOOGL | Alphabet Inc Cap Stock Cl A | $3,773.98万 | 5.59% | 105,604 | 2,829 | 2.8% | $101.10万 | 加仓 |
| IAU | iShares Gold Trust | $3,900.98万 | 5.78% | 516,618 | -4,994 | -1.0% | -$37.71万 | 减仓 |