SKBA CAPITAL MANAGEMENT LLC
San Francisco CA · SEC CIK 0000932024
$7.28亿2026Q1 申报市值
79持仓数
30.7%前十大占比 · 第一大 3.9%
2 / 3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
BDX 加仓+$840.16万
NKE 加仓+$617.89万
UNP 加仓+$316.86万
VZ 加仓+$288.40万
KTB 加仓+$280.46万
2026Q1 卖出最多 按季末市值估算
PHG 清仓-$722.85万
GPC 清仓-$644.64万
RTX 减仓-$497.68万
CRBG 减仓-$229.84万
CVX 减仓-$213.93万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC | $2,804.96万 | 3.85% | 323,712 | 11,000 | 3.5% | $95.32万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $2,447.54万 | 3.36% | 348,206 | 39,900 | 12.9% | $280.46万 | 加仓 |
| RTX | RTX CORPORATION | $2,330.50万 | 3.20% | 120,814 | -25,800 | -17.6% | -$497.68万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $2,224.10万 | 3.05% | 663,315 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $2,173.31万 | 2.98% | 164,645 | -12,900 | -7.3% | -$170.28万 | 减仓 |
| T | AT&T INC | $2,127.52万 | 2.92% | 733,880 | 4,530 | 0.6% | $13.13万 | 加仓 |
| NKE | NIKE INC | $2,124.26万 | 2.92% | 402,170 | 116,980 | 41.0% | $617.89万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,121.04万 | 2.91% | 102,515 | -10,340 | -9.2% | -$213.93万 | 减仓 |
| CME | CME GROUP INC | $2,087.92万 | 2.87% | 70,693 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $1,925.06万 | 2.64% | 92,600 | 10,490 | 12.8% | $218.08万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $1,889.01万 | 2.59% | 1,111,838 | 105,730 | 10.5% | $179.64万 | 加仓 |
| MRK | MERCK & CO INC | $1,826.87万 | 2.51% | 151,872 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1,781.87万 | 2.45% | 113,329 | 53,435 | 89.2% | $840.16万 | 加仓 |
| MMM | 3M CO | $1,720.95万 | 2.36% | 118,498 | 16,090 | 15.7% | $233.68万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,679.26万 | 2.31% | 48,653 | -5,150 | -9.6% | -$177.75万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $1,595.17万 | 2.19% | 158,330 | -500 | -0.3% | -$5.04万 | 减仓 |
| C | CITIGROUP INC | $1,561.66万 | 2.14% | 137,700 | -400 | -0.3% | -$4.54万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,548.17万 | 2.13% | 53,295 | 1,485 | 2.9% | $43.14万 | 加仓 |
| PSX | PHILLIPS 66 | $1,516.38万 | 2.08% | 83,235 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $1,456.98万 | 2.00% | 845,115 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $1,392.07万 | 1.91% | 495,750 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC | $1,339.16万 | 1.84% | 1,154,450 | 3,710 | 0.3% | $4.30万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,337.46万 | 1.84% | 55,178 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $1,319.11万 | 1.81% | 286,950 | 5,500 | 2.0% | $25.28万 | 加仓 |
| CSCO | CISCO SYS INC | $1,292.47万 | 1.77% | 166,577 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1,262.64万 | 1.73% | 64,139 | 1,085 | 1.7% | $21.36万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,261.51万 | 1.73% | 96,240 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $1,259.03万 | 1.73% | 158,150 | -500 | -0.3% | -$3.98万 | 减仓 |
| RDN | RADIAN GROUP INC | $1,255.72万 | 1.72% | 379,600 | -500 | -0.1% | -$1.65万 | 减仓 |
| DEO | DIAGEO PLC | $1,157.85万 | 1.59% | 155,520 | 2,850 | 1.9% | $21.22万 | 加仓 |
| HAS | HASBRO INC | $1,155.96万 | 1.59% | 123,500 | -8,400 | -6.4% | -$78.62万 | 减仓 |
| UNP | UNION PAC CORP | $1,155.65万 | 1.59% | 47,632 | 13,060 | 37.8% | $316.86万 | 加仓 |
| AMGN | AMGEN INC | $1,138.59万 | 1.56% | 32,360 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $1,109.56万 | 1.52% | 147,450 | -300 | -0.2% | -$2.26万 | 减仓 |
| PKG | PACKAGING CORP AMER | $1,075.04万 | 1.48% | 50,657 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $1,067.00万 | 1.46% | 212,550 | 57,450 | 37.0% | $288.40万 | 加仓 |
| USB | US BANCORP | $1,056.61万 | 1.45% | 203,155 | 9,680 | 5.0% | $50.35万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,049.13万 | 1.44% | 54,040 | 4,400 | 8.9% | $85.42万 | 加仓 |
| NTAP | NETAPP INC | $1,007.77万 | 1.38% | 98,425 | 50 | 0.1% | $5,120 | 加仓 |
| WY | WEYERHAEUSER CO | $1,006.72万 | 1.38% | 412,085 | 8,800 | 2.2% | $21.50万 | 加仓 |
| MET | METLIFE INC | $961.79万 | 1.32% | 136,000 | -17,200 | -11.2% | -$121.64万 | 减仓 |
| CRBG | COREBRIDGE FINL INC | $882.71万 | 1.21% | 369,954 | -96,330 | -20.7% | -$229.84万 | 减仓 |
| VICI | VICI PPTYS INC | $880.93万 | 1.21% | 322,450 | 5,000 | 1.6% | $13.66万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $728.90万 | 1.00% | 733,300 | 38,900 | 5.6% | $38.67万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $723.68万 | 0.99% | 36,915 | 300 | 0.8% | $5.88万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $708.10万 | 0.97% | 33,510 | -1,210 | -3.5% | -$25.57万 | 减仓 |
| INGR | INGREDION INC | $669.76万 | 0.92% | 59,450 | 1,300 | 2.2% | $14.65万 | 加仓 |
| PEP | PEPSICO INC | $663.40万 | 0.91% | 42,720 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $653.91万 | 0.90% | 106,883 | -6,006 | -5.3% | -$36.74万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $637.41万 | 0.88% | 7,120 | -1,340 | -15.8% | -$119.96万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $527.18万 | 0.72% | 118,600 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $221.57万 | 0.30% | 4,669 | -260 | -5.3% | -$12.34万 | 减仓 |
| WRB | BERKLEY W R CORP | $154.94万 | 0.21% | 23,376 | 50 | 0.2% | $3,314 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $137.91万 | 0.19% | 2,878 | 100 | 3.6% | $4.79万 | 加仓 |
| NVT | NVENT ELEC PLC | $129.85万 | 0.18% | 10,978 | -2,930 | -21.1% | -$34.66万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $114.93万 | 0.16% | 3,907 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $109.16万 | 0.15% | 5,019 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $108.26万 | 0.15% | 3,579 | -133 | -3.6% | -$4.02万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $100.06万 | 0.14% | 1,295 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $77.51万 | 0.11% | 3,930 | 3,930 | — | $77.51万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $77.37万 | 0.11% | 2,900 | -50 | -1.7% | -$1.33万 | 减仓 |
| COHR | COHERENT CORP | $76.47万 | 0.10% | 3,210 | -1,875 | -36.9% | -$44.66万 | 减仓 |
| ADBE | ADOBE INC | $71.22万 | 0.10% | 2,930 | 1,060 | 56.7% | $25.77万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $70.66万 | 0.10% | 1,590 | -450 | -22.1% | -$20.00万 | 减仓 |
| GOOGL | ALPHABET INC | $70.62万 | 0.10% | 2,456 | -923 | -27.3% | -$26.54万 | 减仓 |
| BN | BROOKFIELD CORP | $66.60万 | 0.09% | 16,458 | -374 | -2.2% | -$1.51万 | 减仓 |
| SOLV | SOLVENTUM CORP | $64.94万 | 0.09% | 9,945 | 200 | 2.1% | $1.31万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $61.47万 | 0.08% | 2,187 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $54.01万 | 0.07% | 4,665 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $50.77万 | 0.07% | 8,808 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $49.37万 | 0.07% | 62,967 | -400 | -0.6% | -$3,136 | 减仓 |
| CMI | CUMMINS INC | $47.94万 | 0.07% | 891 | -150 | -14.4% | -$8.07万 | 减仓 |
| CLVT | CLARIVATE PLC | $46.61万 | 0.06% | 184,240 | 4,200 | 2.3% | $1.06万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $46.09万 | 0.06% | 6,872 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $45.96万 | 0.06% | 9,133 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $36.16万 | 0.05% | 1,730 | -320 | -15.6% | -$6.69万 | 减仓 |
| BAC | BANK AMERICA CORP | $27.06万 | 0.04% | 5,550 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $24.93万 | 0.03% | 5,650 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.44万 | 0.03% | 3,700 | 3,700 | — | $22.44万 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $0 | 0.00% | 0 | -266,932 | -100.0% | -$722.85万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -52,427 | -100.0% | -$644.64万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -3,930 | -100.0% | -$72.27万 | 清仓 |