MARTIN & CO INC /TN/
Knoxville TN · SEC CIK 0001008868
$5.87亿2026Q1 申报市值
101持仓数
44.7%前十大占比 · 第一大 12.3%
1 / 0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
VMD 新建仓+$251.43万
TIP 加仓+$214.65万
XLY 加仓+$47.49万
CECO 加仓+$36.72万
GOOG 加仓+$34.97万
2026Q1 卖出最多 按季末市值估算
SLB 减仓-$259.64万
NVDA 减仓-$10.53万
CENT 减仓-$2.52万
TT 减仓-$7,084
AMGN 减仓-$352
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 |
|---|---|---|---|---|---|---|---|---|
| TIP | ISHARES TR | $7,219.81万 | 12.29% | 654,205 | 19,450 | 3.1% | $214.65万 | 加仓 |
| STIP | ISHARES TR | $5,559.78万 | 9.46% | 537,540 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $3,115.10万 | 5.30% | 234,394 | 786 | 0.3% | $10.45万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,937.62万 | 3.30% | 177,796 | 4,358 | 2.5% | $47.49万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,706.08万 | 2.90% | 315,648 | 6,247 | 2.0% | $33.77万 | 加仓 |
| EFA | ISHARES TR | $1,513.39万 | 2.58% | 155,811 | 2,906 | 1.9% | $28.23万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $1,486.29万 | 2.53% | 249,462 | 6,163 | 2.5% | $36.72万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,462.53万 | 2.49% | 90,431 | 1,204 | 1.3% | $19.47万 | 加仓 |
| GOOG | ALPHABET INC | $1,217.43万 | 2.07% | 42,440 | 1,219 | 3.0% | $34.97万 | 加仓 |
| MCK | MCKESSON CORP | $1,057.72万 | 1.80% | 12,223 | 271 | 2.3% | $23.45万 | 加仓 |
| AAPL | APPLE INC | $1,001.67万 | 1.71% | 39,469 | 478 | 1.2% | $12.13万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $995.73万 | 1.70% | 89,819 | 1,645 | 1.9% | $18.24万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $972.59万 | 1.66% | 66,339 | 1,003 | 1.5% | $14.70万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $895.22万 | 1.52% | 21,482 | -17 | -0.1% | -$7,084 | 减仓 |
| ACWX | ISHARES TR | $851.40万 | 1.45% | 124,347 | 2,015 | 1.6% | $13.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $749.91万 | 1.28% | 20,259 | 397 | 2.0% | $14.70万 | 加仓 |
| — | TRUBRIDGE INC | $656.82万 | 1.12% | 448,650 | 11,619 | 2.7% | $17.01万 | 加仓 |
| HAL | HALLIBURTON CO | $640.90万 | 1.09% | 164,376 | 862 | 0.5% | $3.36万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $631.16万 | 1.07% | 34,598 | 974 | 2.9% | $17.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $630.53万 | 1.07% | 13,158 | 248 | 1.9% | $11.88万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $598.47万 | 1.02% | 130,414 | 2,377 | 1.9% | $10.91万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $594.50万 | 1.01% | 118,972 | 1,859 | 1.6% | $9.29万 | 加仓 |
| SLB | SLB LIMITED | $571.28万 | 0.97% | 111,165 | -50,523 | -31.2% | -$259.64万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $558.49万 | 0.95% | 20,932 | 224 | 1.1% | $5.98万 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $544.93万 | 0.93% | 68,692 | 1,004 | 1.5% | $7.96万 | 加仓 |
| SOXX | ISHARES TR | $536.06万 | 0.91% | 16,311 | 387 | 2.4% | $12.72万 | 加仓 |
| CPAY | CORPAY INC | $527.91万 | 0.90% | 18,142 | 247 | 1.4% | $7.19万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $527.87万 | 0.90% | 31,289 | 378 | 1.2% | $6.38万 | 加仓 |
| ABCB | AMERIS BANCORP | $517.57万 | 0.88% | 66,363 | 1,149 | 1.8% | $8.96万 | 加仓 |
| — | GENCOR INDS INC | $500.10万 | 0.85% | 333,401 | 5,104 | 1.6% | $7.66万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $493.76万 | 0.84% | 100,012 | 2,613 | 2.7% | $12.90万 | 加仓 |
| — | EXXON MOBIL CORP | $477.99万 | 0.81% | 28,174 | 134 | 0.5% | $2.27万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $473.99万 | 0.81% | 16,114 | 162 | 1.0% | $4.77万 | 加仓 |
| WMT | WALMART INC | $465.30万 | 0.79% | 37,439 | 345 | 0.9% | $4.29万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $461.80万 | 0.79% | 56,331 | 1,231 | 2.2% | $10.09万 | 加仓 |
| ASTE | ASTEC INDS INC | $454.77万 | 0.77% | 84,468 | 1,435 | 1.7% | $7.73万 | 加仓 |
| DOX | AMDOCS LTD | $439.57万 | 0.75% | 67,356 | 804 | 1.2% | $5.25万 | 加仓 |
| OMCL | OMNICELL COM | $422.88万 | 0.72% | 126,687 | 2,118 | 1.7% | $7.07万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $408.47万 | 0.70% | 16,710 | 336 | 2.1% | $8.21万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $406.30万 | 0.69% | 41,282 | 1,018 | 2.5% | $10.02万 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $399.42万 | 0.68% | 29,142 | 396 | 1.4% | $5.43万 | 加仓 |
| SCZ | ISHARES TR | $389.16万 | 0.66% | 49,632 | 2,194 | 4.6% | $17.20万 | 加仓 |
| MSA | MSA SAFETY INC | $384.66万 | 0.65% | 23,462 | 231 | 1.0% | $3.79万 | 加仓 |
| FBNC | FIRST BANCORP N C | $381.58万 | 0.65% | 67,716 | 854 | 1.3% | $4.81万 | 加仓 |
| IAK | ISHARES TR | $374.04万 | 0.64% | 29,156 | 1,244 | 4.5% | $15.96万 | 加仓 |
| IHF | ISHARES TR | $371.53万 | 0.63% | 88,778 | 737 | 0.8% | $3.08万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $369.20万 | 0.63% | 51,868 | 757 | 1.5% | $5.39万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $367.47万 | 0.63% | 39,717 | 604 | 1.5% | $5.59万 | 加仓 |
| HWKN | HAWKINS INC | $360.32万 | 0.61% | 23,459 | 276 | 1.2% | $4.24万 | 加仓 |
| HFWA | HERITAGE FINL CORP WASH | $358.54万 | 0.61% | 137,899 | 2,456 | 1.8% | $6.39万 | 加仓 |
| IBB | ISHARES TR | $354.68万 | 0.60% | 21,006 | 257 | 1.2% | $4.34万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $348.55万 | 0.59% | 13,854 | 22 | 0.2% | $5,535 | 加仓 |
| IAT | ISHARES TR | $345.00万 | 0.59% | 64,078 | 2,657 | 4.3% | $14.31万 | 加仓 |
| BCPC | BALCHEM CORP | $328.81万 | 0.56% | 19,401 | 503 | 2.7% | $8.52万 | 加仓 |
| GEN | GEN DIGITAL INC | $315.13万 | 0.54% | 167,356 | 2,778 | 1.7% | $5.23万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $314.27万 | 0.53% | 87,931 | 1,516 | 1.8% | $5.42万 | 加仓 |
| V | VISA INC | $313.53万 | 0.53% | 10,374 | 121 | 1.2% | $3.66万 | 加仓 |
| MMSI | MERIT MED SYS INC | $310.58万 | 0.53% | 45,057 | 631 | 1.4% | $4.35万 | 加仓 |
| — | LIFETIME BRANDS INC | $305.39万 | 0.52% | 532,041 | 22,467 | 4.4% | $12.90万 | 加仓 |
| IEO | ISHARES TR | $284.06万 | 0.48% | 22,743 | 112 | 0.5% | $1.40万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $274.89万 | 0.47% | 41,575 | 659 | 1.6% | $4.36万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $272.60万 | 0.46% | 15,631 | -604 | -3.7% | -$10.53万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $268.16万 | 0.46% | 59,287 | 745 | 1.3% | $3.37万 | 加仓 |
| CVX | CHEVRON CORPORATION | $265.46万 | 0.45% | 12,830 | 102 | 0.8% | $2.11万 | 加仓 |
| — | TAYLOR DEVICES INC | $264.09万 | 0.45% | 46,332 | 950 | 2.1% | $5.42万 | 加仓 |
| WEX | WEX INC | $262.86万 | 0.45% | 17,176 | 165 | 1.0% | $2.53万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $256.91万 | 0.44% | 5,142 | 81 | 1.6% | $4.05万 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $254.60万 | 0.43% | 46,452 | 661 | 1.4% | $3.62万 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $251.43万 | 0.43% | 273,001 | 273,001 | — | $251.43万 | 新建仓 |
| CENT | CENTRAL GARDEN & PET CO | $248.42万 | 0.42% | 67,560 | -685 | -1.0% | -$2.52万 | 减仓 |
| BOKF | BOK FINL CORP | $244.78万 | 0.42% | 19,115 | 329 | 1.8% | $4.21万 | 加仓 |
| ORCL | ORACLE CORP | $237.32万 | 0.40% | 16,132 | 379 | 2.4% | $5.58万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $237.15万 | 0.40% | 38,712 | 270 | 0.7% | $1.65万 | 加仓 |
| CSCO | CISCO SYS INC | $227.40万 | 0.39% | 29,307 | 199 | 0.7% | $1.54万 | 加仓 |
| BAC | BANK AMERICA CORP | $222.52万 | 0.38% | 45,646 | 1,508 | 3.4% | $7.35万 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO | $210.33万 | 0.36% | 64,876 | 3,780 | 6.2% | $12.25万 | 加仓 |
| RTX | RTX CORPORATION | $209.64万 | 0.36% | 10,868 | 246 | 2.3% | $4.75万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $207.31万 | 0.35% | 30,860 | 498 | 1.6% | $3.35万 | 加仓 |
| WMK | WEIS MKTS INC | $205.21万 | 0.35% | 30,006 | 500 | 1.7% | $3.42万 | 加仓 |
| MRK | MERCK & CO INC | $193.98万 | 0.33% | 16,126 | 272 | 1.7% | $3.27万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $192.19万 | 0.33% | 13,306 | 253 | 1.9% | $3.65万 | 加仓 |
| MCD | MCDONALDS CORP | $180.84万 | 0.31% | 5,819 | 109 | 1.9% | $3.39万 | 加仓 |
| WFC | WELLS FARGO & CO | $176.52万 | 0.30% | 22,173 | 248 | 1.1% | $1.97万 | 加仓 |
| AMGN | AMGEN INC | $174.42万 | 0.30% | 4,957 | -1 | -0.0% | -$352 | 减仓 |
| TNC | TENNANT CO | $173.41万 | 0.30% | 26,116 | 292 | 1.1% | $1.94万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $172.22万 | 0.29% | 32,161 | 1,779 | 5.9% | $9.53万 | 加仓 |
| HD | HOME DEPOT INC | $156.25万 | 0.27% | 4,751 | 122 | 2.6% | $4.01万 | 加仓 |
| WLY | WILEY JOHN & SONS INC | $151.98万 | 0.26% | 39,891 | 230 | 0.6% | $8,763 | 加仓 |
| KO | COCA COLA CO | $147.72万 | 0.25% | 19,424 | 288 | 1.5% | $2.19万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $134.34万 | 0.23% | 26,760 | 456 | 1.7% | $2.29万 | 加仓 |
| PEP | PEPSICO INC | $131.85万 | 0.22% | 8,491 | 84 | 1.0% | $1.30万 | 加仓 |
| DIS | DISNEY WALT CO | $118.52万 | 0.20% | 12,298 | 257 | 2.1% | $2.48万 | 加仓 |
| PFE | PFIZER INC | $117.07万 | 0.20% | 41,691 | 356 | 0.9% | $9,996 | 加仓 |
| QCOM | QUALCOMM INC | $116.22万 | 0.20% | 9,025 | 186 | 2.1% | $2.40万 | 加仓 |
| UNP | UNION PAC CORP | $109.07万 | 0.19% | 4,496 | 189 | 4.4% | $4.59万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $104.41万 | 0.18% | 10,170 | 211 | 2.1% | $2.17万 | 加仓 |
| IVV | ISHARES TR | $79.50万 | 0.14% | 1,217 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $78.45万 | 0.13% | 19,213 | 771 | 4.2% | $3.15万 | 加仓 |
| — | HEALTH CATALYST INC | $66.83万 | 0.11% | 526,186 | 13,033 | 2.5% | $1.66万 | 加仓 |
| MDT | MEDTRONIC PLC | $64.45万 | 0.11% | 7,438 | 168 | 2.3% | $1.46万 | 加仓 |