D L CARLSON INVESTMENT GROUP INC
CONCORD NH · SEC CIK 0001021117
$6.28亿2026Q2 申报市值
133持仓数
45.1%前十大占比 · 第一大 12.0%
12 / 16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
XLK 加仓+$813.01万
GVI 加仓+$467.70万
NTRA 新建仓+$348.60万
SNDK 新建仓+$346.97万
SYY 新建仓+$345.86万
2026Q2 卖出最多 按季末市值估算
FSLY 清仓-$619.05万
GEV 减仓-$418.13万
AGG 减仓-$388.94万
FROG 清仓-$374.48万
HPE 减仓-$294.67万
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 |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | $346.97万 | 0.55% | 1,526 | 1,526 | — | $346.97万 | 新建仓 |
| NTRA | NATERA INC | $348.60万 | 0.55% | 12,842 | 12,842 | — | $348.60万 | 新建仓 |
| KEY | KEYCORP | $360.68万 | 0.57% | 156,479 | 1,843 | 1.2% | $4.25万 | 加仓 |
| PFF | ISHARES TR | $361.76万 | 0.58% | 118,649 | 5,279 | 4.7% | $16.10万 | 加仓 |
| HD | HOME DEPOT INC | $362.79万 | 0.58% | 10,287 | -216 | -2.1% | -$7.62万 | 减仓 |
| ILOW | AB ACTIVE ETFS INC | $364.67万 | 0.58% | 80,217 | -3,816 | -4.5% | -$17.35万 | 减仓 |
| MBB | ISHARES TR | $373.59万 | 0.59% | 39,525 | 1,700 | 4.5% | $16.07万 | 加仓 |
| AMGN | AMGEN INC | $376.06万 | 0.60% | 10,385 | -41 | -0.4% | -$1.48万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $377.80万 | 0.60% | 9,500 | -861 | -8.3% | -$34.24万 | 减仓 |
| BA | BOEING CO | $399.61万 | 0.64% | 18,460 | -4,085 | -18.1% | -$88.43万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $401.06万 | 0.64% | 6,904 | -100 | -1.4% | -$5.81万 | 减仓 |
| FLOT | ISHARES TR | $405.15万 | 0.64% | 79,363 | 32,098 | 67.9% | $163.86万 | 加仓 |
| SO | SOUTHERN CO | $444.38万 | 0.71% | 46,430 | 21,774 | 88.3% | $208.40万 | 加仓 |
| NTRS | NORTHERN TR CORP | $447.07万 | 0.71% | 25,717 | 9 | 0.0% | $1,565 | 加仓 |
| IAU | ISHARES GOLD TR | $456.07万 | 0.73% | 60,399 | -30,414 | -33.5% | -$229.66万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $466.83万 | 0.74% | 32,282 | 428 | 1.3% | $6.19万 | 加仓 |
| — | EXXON MOBIL CORP | $483.76万 | 0.77% | 35,383 | -2,615 | -6.9% | -$35.75万 | 减仓 |
| WELL | WELLTOWER INC | $537.15万 | 0.86% | 23,666 | -6,562 | -21.7% | -$148.94万 | 减仓 |
| STIP | ISHARES TR | $561.85万 | 0.89% | 54,997 | 5,726 | 11.6% | $58.50万 | 加仓 |
| CLH | CLEAN HARBORS INC | $577.33万 | 0.92% | 19,325 | 74 | 0.4% | $2.21万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $623.70万 | 0.99% | 12,464 | -159 | -1.3% | -$7.96万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $665.30万 | 1.06% | 42,368 | 37 | 0.1% | $5,810 | 加仓 |
| PWR | QUANTA SVCS INC | $680.01万 | 1.08% | 9,444 | -2,083 | -18.1% | -$149.98万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $681.77万 | 1.09% | 26,845 | -4,482 | -14.3% | -$113.83万 | 减仓 |
| GEV | GE VERNOVA INC | $709.62万 | 1.13% | 6,040 | -3,559 | -37.1% | -$418.13万 | 减仓 |
| TSLA | TESLA INC | $710.77万 | 1.13% | 16,899 | 1,509 | 9.8% | $63.47万 | 加仓 |
| HGER | HARBOR ETF TRUST | $712.43万 | 1.13% | 242,817 | 76,766 | 46.2% | $225.23万 | 加仓 |
| IGIB | ISHARES TR | $736.42万 | 1.17% | 138,502 | -947 | -0.7% | -$5.04万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $748.98万 | 1.19% | 141,025 | -9,842 | -6.5% | -$52.27万 | 减仓 |
| GE | GE AEROSPACE | $769.92万 | 1.23% | 20,601 | -1,214 | -5.6% | -$45.37万 | 减仓 |
| LLY | ELI LILLY & CO | $786.63万 | 1.25% | 6,558 | 1,575 | 31.6% | $188.92万 | 加仓 |
| META | META PLATFORMS INC | $786.63万 | 1.25% | 13,965 | -109 | -0.8% | -$6.14万 | 减仓 |
| RTX | RTX CORPORATION | $805.76万 | 1.28% | 42,469 | -2,287 | -5.1% | -$43.39万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $853.71万 | 1.36% | 189,252 | -65,322 | -25.7% | -$294.67万 | 减仓 |
| TXN | TEXAS INSTRS INC | $864.11万 | 1.38% | 28,990 | -94 | -0.3% | -$2.80万 | 减仓 |
| AVGO | BROADCOM INC | $876.92万 | 1.40% | 23,214 | -48 | -0.2% | -$1.81万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $913.32万 | 1.45% | 94,654 | 256 | 0.3% | $2.47万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $946.35万 | 1.51% | 49,672 | 42,673 | 609.7% | $813.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,109.49万 | 1.77% | 33,895 | -1,901 | -5.3% | -$62.23万 | 减仓 |
| AGG | ISHARES TR | $1,138.16万 | 1.81% | 114,989 | -39,295 | -25.5% | -$388.94万 | 减仓 |
| IGSB | ISHARES TR | $1,231.78万 | 1.96% | 235,028 | 2,557 | 1.1% | $13.40万 | 加仓 |
| AMZN | AMAZON COM INC | $1,347.24万 | 2.14% | 56,526 | -2,088 | -3.6% | -$49.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,564.34万 | 2.49% | 41,937 | -1,910 | -4.4% | -$71.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,291.25万 | 3.65% | 114,511 | 706 | 0.6% | $14.13万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,333.02万 | 3.71% | 261,549 | 13,327 | 5.4% | $118.88万 | 加仓 |
| AAPL | APPLE INC | $2,500.66万 | 3.98% | 86,421 | -1,389 | -1.6% | -$40.19万 | 减仓 |
| GOOGL | ALPHABET INC | $2,560.21万 | 4.08% | 71,640 | -1,514 | -2.1% | -$54.11万 | 减仓 |
| GVI | ISHARES TR | $5,858.03万 | 9.33% | 552,150 | 44,083 | 8.7% | $467.70万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $7,507.03万 | 11.95% | 2,592,207 | 283 | 0.0% | $8,196 | 加仓 |