CADINHA & CO LLC
HONOLULU HI · SEC CIK 0000923469
$5.37亿2026Q1 申报市值
103持仓数
54.4%前十大占比 · 第一大 8.6%
3 / 2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
ITA 新建仓+$752.24万
BA 加仓+$698.42万
GWW 加仓+$80.39万
ORLY 新建仓+$26.57万
DE 新建仓+$21.79万
2026Q1 卖出最多 按季末市值估算
DIA 减仓-$2,629.53万
WMT 减仓-$1,201.96万
GOOGL 减仓-$1,131.44万
MSFT 减仓-$1,122.65万
MRK 减仓-$1,024.39万
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 |
|---|---|---|---|---|---|---|---|---|
| IAU | iShares Gold Trust | $4,598.53万 | 8.57% | 521,612 | -5,089 | -1.0% | -$44.86万 | 减仓 |
| COST | Costco Wholesale Corp | $3,814.76万 | 7.11% | 38,284 | -219 | -0.6% | -$21.82万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $3,625.53万 | 6.75% | 75,658 | -1,430 | -1.9% | -$68.53万 | 减仓 |
| GOOGL | Alphabet Inc Cap Stock Cl A | $2,955.41万 | 5.51% | 102,775 | -39,346 | -27.7% | -$1,131.44万 | 减仓 |
| JNJ | Johnson & Johnson | $2,589.84万 | 4.82% | 105,950 | 341 | 0.3% | $8.34万 | 加仓 |
| NVDA | NVIDIA Corp | $2,522.19万 | 4.70% | 144,621 | -644 | -0.4% | -$11.23万 | 减仓 |
| RTX | RTX CORPORATION COM | $2,467.57万 | 4.60% | 127,920 | -506 | -0.4% | -$9.76万 | 减仓 |
| ISRG | Intuitive Surgical Inc | $2,332.24万 | 4.34% | 50,592 | -11,361 | -18.3% | -$523.73万 | 减仓 |
| — | Exxon Mobil Corp | $2,261.13万 | 4.21% | 133,274 | -566 | -0.4% | -$9.60万 | 减仓 |
| IVV | iShares S&P 500 Index | $2,049.09万 | 3.82% | 31,370 | -13,065 | -29.4% | -$853.41万 | 减仓 |
| MRK | Merck & Co Inc | $2,007.21万 | 3.74% | 166,864 | -85,160 | -33.8% | -$1,024.39万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $1,842.54万 | 3.43% | 148,257 | -96,714 | -39.5% | -$1,201.96万 | 减仓 |
| DUK | Duke Energy Corp | $1,660.96万 | 3.09% | 126,849 | 637 | 0.5% | $8.34万 | 加仓 |
| MSFT | Microsoft Corp | $1,619.31万 | 3.02% | 43,745 | -30,328 | -40.9% | -$1,122.65万 | 减仓 |
| GE | Ge Aerospace Com New | $1,407.82万 | 2.62% | 49,611 | 573 | 1.2% | $16.26万 | 加仓 |
| AMZN | Amazon.com Inc | $979.91万 | 1.83% | 47,050 | -31,733 | -40.3% | -$660.90万 | 减仓 |
| CAT | Caterpillar Inc | $971.37万 | 1.81% | 13,711 | -11,426 | -45.5% | -$809.49万 | 减仓 |
| JPM | JPMorgan Chase & Co | $958.27万 | 1.79% | 32,576 | -19,038 | -36.9% | -$560.03万 | 减仓 |
| IXUS | iShares Core MSCI Total Intern | $895.87万 | 1.67% | 103,402 | -111,418 | -51.9% | -$965.32万 | 减仓 |
| EWC | iShares MSCI CDA Index | $891.35万 | 1.66% | 162,684 | -144,191 | -47.0% | -$790.02万 | 减仓 |
| BA | Boeing Co | $808.26万 | 1.51% | 40,610 | 35,091 | 635.8% | $698.42万 | 加仓 |
| ITA | iShares US Aer Def ETF | $752.24万 | 1.40% | 34,388 | 34,388 | — | $752.24万 | 新建仓 |
| GEV | Ge Vernova Inc | $724.42万 | 1.35% | 8,299 | -6,872 | -45.3% | -$599.86万 | 减仓 |
| QQQ | Invesco Qqq Tr Unit Ser 1 | $664.73万 | 1.24% | 11,517 | -1,295 | -10.1% | -$74.74万 | 减仓 |
| AAPL | Apple Inc | $532.86万 | 0.99% | 20,996 | 308 | 1.5% | $7.82万 | 加仓 |
| LLY | Eli Lilly & Co | $520.04万 | 0.97% | 5,654 | 22 | 0.4% | $2.02万 | 加仓 |
| PLTR | Palantir Technologies Inc Cl A | $429.17万 | 0.80% | 29,339 | -199 | -0.7% | -$2.91万 | 减仓 |
| CVX | Chevron Corp | $386.64万 | 0.72% | 18,687 | 203 | 1.1% | $4.20万 | 加仓 |
| UNP | Union Pacific Corp | $351.97万 | 0.66% | 14,507 | 0 | 0.0% | — | 不变 |
| GWW | Grainger W W Inc | $265.61万 | 0.49% | 2,435 | 737 | 43.4% | $80.39万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $248.23万 | 0.46% | 3,817 | -697 | -15.4% | -$45.33万 | 减仓 |
| ABBV | Abbvie Inc | $245.98万 | 0.46% | 11,310 | -135 | -1.2% | -$2.94万 | 减仓 |
| TLT | iShares Barclays 20 plus Yr | $241.13万 | 0.45% | 27,816 | -451 | -1.6% | -$3.91万 | 减仓 |
| CSCO | Cisco Systems Inc | $189.65万 | 0.35% | 24,443 | -135 | -0.5% | -$1.05万 | 减仓 |
| WFC | Wells Fargo & Co | $189.49万 | 0.35% | 23,802 | 0 | 0.0% | — | 不变 |
| MCD | McDonalds Corp | $188.51万 | 0.35% | 6,066 | -123 | -2.0% | -$3.82万 | 减仓 |
| AMGN | Amgen Inc | $182.79万 | 0.34% | 5,195 | 25 | 0.5% | $8,796 | 加仓 |
| APH | Amphenol Corp Cl A | $177.50万 | 0.33% | 14,048 | 28 | 0.2% | $3,538 | 加仓 |
| AEM | Agnico Eagle Mines Ltd | $166.73万 | 0.31% | 8,214 | -2,997 | -26.7% | -$60.83万 | 减仓 |
| IJH | iShares S&P Mid Cap 400 | $165.51万 | 0.31% | 24,509 | -642 | -2.6% | -$4.34万 | 减仓 |
| CW | Curtiss Wright Corp | $161.97万 | 0.30% | 2,378 | 60 | 2.6% | $4.09万 | 加仓 |
| WPM | Wheaton Precious Metals Corp | $160.75万 | 0.30% | 12,270 | 0 | 0.0% | — | 不变 |
| V | Visa Inc Cl A | $155.26万 | 0.29% | 5,137 | -750 | -12.7% | -$22.67万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc Cl A | $143.63万 | 0.27% | 2 | 0 | 0.0% | — | 不变 |
| IJR | iShares S&P Small Cap 600 | $140.47万 | 0.26% | 11,300 | -57 | -0.5% | -$7,086 | 减仓 |
| IVW | iShares S&P 500 Growth | $138.65万 | 0.26% | 12,258 | -322 | -2.6% | -$3.64万 | 减仓 |
| HUBB | Hubbell Inc | $134.71万 | 0.25% | 2,745 | -219 | -7.4% | -$10.75万 | 减仓 |
| VTI | Vanguard Total Stock Mkt | $128.59万 | 0.24% | 4,008 | 6 | 0.1% | $1,925 | 加仓 |
| IVE | iShares S&P 500 Value | $126.48万 | 0.24% | 5,990 | -152 | -2.5% | -$3.21万 | 减仓 |
| CSW | Csw Industrials Inc | $111.61万 | 0.21% | 4,283 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc | $108.34万 | 0.20% | 3,294 | -24 | -0.7% | -$7,894 | 减仓 |
| ABT | Abbott Laboratories | $103.97万 | 0.19% | 10,127 | -106 | -1.0% | -$1.09万 | 减仓 |
| GS | Goldman Sachs Group Inc | $103.21万 | 0.19% | 1,220 | -7 | -0.6% | -$5,922 | 减仓 |
| XLE | Select Sector SPDR Energy | $103.11万 | 0.19% | 16,832 | -98 | -0.6% | -$6,003 | 减仓 |
| KO | Coca-Cola Co | $100.69万 | 0.19% | 13,240 | 139 | 1.1% | $1.06万 | 加仓 |
| VZ | Verizon Communications Inc | $92.75万 | 0.17% | 18,476 | -229 | -1.2% | -$1.15万 | 减仓 |
| CSX | CSX Corp | $91.87万 | 0.17% | 22,381 | 0 | 0.0% | — | 不变 |
| MA | MasterCard Inc Cl A | $88.94万 | 0.17% | 1,780 | 13 | 0.7% | $6,496 | 加仓 |
| CHKP | Check Point Software Tech Ltd | $82.02万 | 0.15% | 5,742 | -1,195 | -17.2% | -$17.07万 | 减仓 |
| COP | ConocoPhillips | $79.90万 | 0.15% | 6,053 | 120 | 2.0% | $1.58万 | 加仓 |
| DHR | Danaher Corp | $71.82万 | 0.13% | 3,788 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 | $67.77万 | 0.13% | 3,720 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Co | $64.81万 | 0.12% | 4,487 | 59 | 1.3% | $8,522 | 加仓 |
| GOVT | iShares US Treas Bond ETF | $58.91万 | 0.11% | 25,713 | 0 | 0.0% | — | 不变 |
| NSC | Norfolk Southern Corp | $54.42万 | 0.10% | 1,896 | 0 | 0.0% | — | 不变 |
| PEP | PepsiCo Inc | $49.71万 | 0.09% | 3,201 | 15 | 0.5% | $2,329 | 加仓 |
| BWXT | Bwx Technologies Inc | $48.48万 | 0.09% | 2,371 | 65 | 2.8% | $1.33万 | 加仓 |
| AVGO | Broadcom Inc | $42.50万 | 0.08% | 1,373 | 65 | 5.0% | $2.01万 | 加仓 |
| SLV | iShares Silver Trust | $39.90万 | 0.07% | 5,856 | -250 | -4.1% | -$1.70万 | 减仓 |
| ITW | Illinois Tool Works Inc | $39.71万 | 0.07% | 1,526 | 2 | 0.1% | $520 | 加仓 |
| ITOT | iShares Core S&P Ttl Stock | $39.49万 | 0.07% | 2,772 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc | $35.29万 | 0.07% | 12,566 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc. | $35.07万 | 0.07% | 613 | 52 | 9.3% | $2.98万 | 加仓 |
| AMD | Advanced Micro Devices Inc | $33.32万 | 0.06% | 1,638 | -1,258 | -43.4% | -$25.59万 | 减仓 |
| NOC | Northrop Grumman Corp | $33.09万 | 0.06% | 485 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid Cap ETF | $33.04万 | 0.06% | 1,150 | 0 | 0.0% | — | 不变 |
| CL | Colgate Palmolive Co | $31.54万 | 0.06% | 3,700 | 0 | 0.0% | — | 不变 |
| IBM | Intl Business Machines | $31.44万 | 0.06% | 1,297 | -620 | -32.3% | -$15.03万 | 减仓 |
| GLD | SPDR Gold Trust | $31.41万 | 0.06% | 730 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co | $30.37万 | 0.06% | 2,318 | -33 | -1.4% | -$4,323 | 减仓 |
| SYK | Stryker Corp | $29.94万 | 0.06% | 911 | 40 | 4.6% | $1.31万 | 加仓 |
| INTC | Intel Corp | $29.87万 | 0.06% | 6,769 | 0 | 0.0% | — | 不变 |
| SHY | iShares Barclays 1-3 Yr | $29.43万 | 0.05% | 3,564 | 7 | 0.2% | $578 | 加仓 |
| HE | Hawaiian Elec Industries | $29.42万 | 0.05% | 19,824 | 0 | 0.0% | — | 不变 |
| FCX | Freeport-Mcmoran Inc Cl B | $27.36万 | 0.05% | 4,655 | -520 | -10.0% | -$3.06万 | 减仓 |
| GOOG | Alphabet Inc Cap Stock Cl C | $27.17万 | 0.05% | 947 | 27 | 2.9% | $7,745 | 加仓 |
| ORLY | O'Reilly Automotive Inc | $26.57万 | 0.05% | 2,878 | 2,878 | — | $26.57万 | 新建仓 |
| CLX | Clorox Co | $26.41万 | 0.05% | 2,548 | 0 | 0.0% | — | 不变 |
| AGG | iShares Barclays US Aggreg B | $26.25万 | 0.05% | 2,644 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES IN | $25.24万 | 0.05% | 545 | -56,770 | -99.0% | -$2,629.53万 | 减仓 |
| BOH | Bank Hawaii Corp | $25.16万 | 0.05% | 3,389 | 0 | 0.0% | — | 不变 |
| ED | Consolidated Edison Inc | $24.33万 | 0.05% | 2,150 | -300 | -12.2% | -$3.40万 | 减仓 |
| CPF | Central Pac Financial Corp | $24.32万 | 0.05% | 7,608 | 0 | 0.0% | — | 不变 |
| MKC | McCormick & Co Inc Non Vtg | $24.28万 | 0.05% | 4,813 | 0 | 0.0% | — | 不变 |
| TRMB | Trimble Navigation Ltd | $23.89万 | 0.04% | 3,662 | 0 | 0.0% | — | 不变 |
| BNY | Bank of New York Mellon Corp | $23.73万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| LII | Lennox Intl Inc | $22.74万 | 0.04% | 490 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co | $21.79万 | 0.04% | 387 | 387 | — | $21.79万 | 新建仓 |
| ECL | Ecolab Inc | $21.79万 | 0.04% | 819 | 19 | 2.4% | $5,054 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 4 | $21.77万 | 0.04% | 353 | 0 | 0.0% | — | 不变 |