SKBA CAPITAL MANAGEMENT LLC
San Francisco CA · SEC CIK 0000932024
$6.06亿2026Q2 申报市值
79持仓数
29.1%前十大占比 · 第一大 3.9%
1 / 1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
ADP 新建仓+$643.21万
VZ 加仓+$156.38万
BRK/B 加仓+$43.88万
LH 加仓+$26.74万
SOLV 加仓+$14.74万
2026Q2 卖出最多 按季末市值估算
CRBG 减仓-$941.37万
CSCO 减仓-$741.23万
KTB 减仓-$537.13万
NTAP 减仓-$526.03万
RTX 减仓-$516.07万
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 |
|---|---|---|---|---|---|---|---|---|
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -62,967 | -100.0% | -$49.37万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.32万 | 0.04% | 3,700 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $31.62万 | 0.05% | 5,550 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $33.61万 | 0.06% | 8,133 | -1,000 | -10.9% | -$4.13万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $34.88万 | 0.06% | 1,730 | 0 | 0.0% | — | 不变 |
| CLVT | CLARIVATE PLC | $35.58万 | 0.06% | 164,740 | -19,500 | -10.6% | -$4.21万 | 减仓 |
| INTC | INTEL CORP | $47.96万 | 0.08% | 3,435 | -2,215 | -39.2% | -$30.93万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $50.16万 | 0.08% | 2,067 | -120 | -5.5% | -$2.91万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $50.95万 | 0.08% | 8,808 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $53.92万 | 0.09% | 2,630 | -300 | -10.2% | -$6.15万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $54.47万 | 0.09% | 4,665 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $59.81万 | 0.10% | 6,872 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $63.55万 | 0.10% | 891 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $72.94万 | 0.12% | 1,590 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $73.07万 | 0.12% | 17,157 | 699 | 4.2% | $2.98万 | 加仓 |
| AZN | ASTRAZENECA PLC | $74.52万 | 0.12% | 3,930 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $80.75万 | 0.13% | 1,295 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $87.77万 | 0.14% | 2,456 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $91.46万 | 0.15% | 11,855 | 1,910 | 19.2% | $14.74万 | 加仓 |
| COHR | COHERENT CORP | $94.28万 | 0.16% | 2,390 | -820 | -25.5% | -$32.35万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $107.94万 | 0.18% | 3,855 | 955 | 32.9% | $26.74万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $117.81万 | 0.19% | 41,150 | -328,804 | -88.9% | -$941.37万 | 减仓 |
| NVT | NVENT ELEC PLC | $123.36万 | 0.20% | 7,273 | -3,705 | -33.7% | -$62.84万 | 减仓 |
| ABBV | ABBVIE INC | $126.30万 | 0.21% | 5,019 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $127.82万 | 0.21% | 3,779 | 200 | 5.6% | $6.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $127.89万 | 0.21% | 3,907 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $172.84万 | 0.29% | 24,506 | 1,130 | 4.8% | $7.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $187.90万 | 0.31% | 3,755 | 877 | 30.5% | $43.88万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $204.33万 | 0.34% | 4,669 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $435.94万 | 0.72% | 97,200 | -21,400 | -18.0% | -$95.98万 | 减仓 |
| PEP | PEPSICO INC | $486.36万 | 0.80% | 35,920 | -6,800 | -15.9% | -$92.07万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $491.02万 | 0.81% | 5,020 | -2,100 | -29.5% | -$205.41万 | 减仓 |
| O | REALTY INCOME CORP | $491.24万 | 0.81% | 79,283 | -27,600 | -25.8% | -$171.01万 | 减仓 |
| INGR | INGREDION INC | $494.86万 | 0.82% | 52,250 | -7,200 | -12.1% | -$68.19万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $583.32万 | 0.96% | 28,315 | -8,600 | -23.3% | -$177.17万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $585.37万 | 0.97% | 553,800 | -179,500 | -24.5% | -$189.73万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $608.39万 | 1.00% | 25,610 | -7,900 | -23.6% | -$187.67万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $643.21万 | 1.06% | 28,721 | 28,721 | — | $643.21万 | 新建仓 |
| VICI | VICI PPTYS INC | $731.32万 | 1.21% | 275,450 | -47,000 | -14.6% | -$124.79万 | 减仓 |
| HAS | HASBRO INC | $839.11万 | 1.38% | 101,600 | -21,900 | -17.7% | -$180.87万 | 减仓 |
| WY | WEYERHAEUSER CO | $859.65万 | 1.42% | 359,085 | -53,000 | -12.9% | -$126.88万 | 减仓 |
| AMGN | AMGEN INC | $864.02万 | 1.43% | 23,860 | -8,500 | -26.3% | -$307.80万 | 减仓 |
| MET | METLIFE INC | $871.48万 | 1.44% | 103,000 | -33,000 | -24.3% | -$279.21万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $882.06万 | 1.46% | 118,350 | -29,100 | -19.7% | -$216.88万 | 减仓 |
| PSX | PHILLIPS 66 | $893.34万 | 1.47% | 52,845 | -30,390 | -36.5% | -$513.74万 | 减仓 |
| PKG | PACKAGING CORP AMER | $921.12万 | 1.52% | 38,657 | -12,000 | -23.7% | -$285.94万 | 减仓 |
| USB | US BANCORP | $957.01万 | 1.58% | 158,445 | -44,710 | -22.0% | -$270.05万 | 减仓 |
| UNP | UNION PAC CORP | $969.19万 | 1.60% | 35,632 | -12,000 | -25.2% | -$326.40万 | 减仓 |
| NTAP | NETAPP INC | $997.20万 | 1.65% | 64,435 | -33,990 | -34.5% | -$526.03万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,019.78万 | 1.68% | 74,540 | -21,700 | -22.5% | -$296.88万 | 减仓 |
| PFE | PFIZER INC | $1,025.21万 | 1.69% | 425,750 | -70,000 | -14.1% | -$168.56万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,056.32万 | 1.74% | 249,485 | 36,935 | 17.4% | $156.38万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $1,077.29万 | 1.78% | 1,015,350 | -139,100 | -12.0% | -$147.59万 | 减仓 |
| DEO | DIAGEO PLC | $1,080.31万 | 1.78% | 134,400 | -21,120 | -13.6% | -$169.76万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,094.57万 | 1.81% | 132,450 | -25,700 | -16.3% | -$212.38万 | 减仓 |
| TFC | TRUIST FINL CORP | $1,123.19万 | 1.85% | 225,450 | -61,500 | -21.4% | -$306.39万 | 减仓 |
| RDN | RADIAN GROUP INC | $1,142.15万 | 1.88% | 303,200 | -76,400 | -20.1% | -$287.80万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,181.55万 | 1.95% | 39,640 | -14,400 | -26.6% | -$429.22万 | 减仓 |
| CSCO | CISCO SYS INC | $1,215.38万 | 2.01% | 103,472 | -63,105 | -37.9% | -$741.23万 | 减仓 |
| KVUE | KENVUE INC | $1,218.48万 | 2.01% | 637,615 | -207,500 | -24.6% | -$396.53万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,288.85万 | 2.13% | 44,353 | -4,300 | -8.8% | -$124.95万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $1,293.95万 | 2.14% | 120,930 | -37,400 | -23.6% | -$400.18万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,296.16万 | 2.14% | 78,195 | -24,320 | -23.7% | -$403.13万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,312.86万 | 2.17% | 44,780 | -8,515 | -16.0% | -$249.64万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,352.00万 | 2.23% | 48,078 | -7,100 | -12.9% | -$199.66万 | 减仓 |
| T | AT&T INC | $1,380.23万 | 2.28% | 666,780 | -67,100 | -9.1% | -$138.90万 | 减仓 |
| C | CITIGROUP INC | $1,411.50万 | 2.33% | 100,850 | -36,850 | -26.8% | -$515.75万 | 减仓 |
| COP | CONOCOPHILLIPS | $1,420.35万 | 2.34% | 136,625 | -28,020 | -17.0% | -$291.30万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1,484.93万 | 2.45% | 52,839 | -11,300 | -17.6% | -$317.56万 | 减仓 |
| NKE | NIKE INC | $1,491.43万 | 2.46% | 363,320 | -38,850 | -9.7% | -$159.48万 | 减仓 |
| MRK | MERCK & CO INC | $1,519.80万 | 2.51% | 118,272 | -33,600 | -22.1% | -$431.76万 | 减仓 |
| CME | CME GROUP INC | $1,531.08万 | 2.53% | 69,333 | -1,360 | -1.9% | -$30.03万 | 减仓 |
| MMM | 3M CO | $1,539.08万 | 2.54% | 95,058 | -23,440 | -19.8% | -$379.52万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1,558.99万 | 2.57% | 103,019 | -10,310 | -9.1% | -$156.02万 | 减仓 |
| HSY | HERSHEY CO | $1,615.28万 | 2.67% | 92,065 | -535 | -0.6% | -$9.39万 | 减仓 |
| RTX | RTX CORPORATION | $1,776.14万 | 2.93% | 93,614 | -27,200 | -22.5% | -$516.07万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,786.21万 | 2.95% | 558,715 | -104,600 | -15.8% | -$334.41万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $1,870.64万 | 3.09% | 927,438 | -184,400 | -16.6% | -$371.93万 | 减仓 |
| MDT | MEDTRONIC PLC | $2,061.61万 | 3.40% | 263,532 | -60,180 | -18.6% | -$470.79万 | 减仓 |
| KTB | KONTOOR BRANDS INC | $2,364.82万 | 3.90% | 283,756 | -64,450 | -18.5% | -$537.13万 | 减仓 |