CLIFFORD SWAN INVESTMENT COUNSEL LLC
PASADENA CA · SEC CIK 0001034642
$31.17亿2026Q2 申报市值
340持仓数
30.4%前十大占比 · 第一大 5.9%
21 / 14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
VRSK 加仓+$761.89万
HONA 新建仓+$569.46万
BKNG 加仓+$554.88万
INTU 加仓+$484.62万
ACN 加仓+$386.88万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$1,874.44万
INTC 减仓-$659.44万
AAPL 减仓-$589.86万
HON 减仓-$571.89万
HPE 减仓-$536.20万
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 |
|---|---|---|---|---|---|---|---|---|
| ECL | ECOLAB INC | $209.93万 | 0.07% | 7,535 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $214.07万 | 0.07% | 19,350 | -705 | -3.5% | -$7.80万 | 减仓 |
| IGM | ISHARES TR | $220.83万 | 0.07% | 13,500 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $233.83万 | 0.08% | 5,343 | 5,343 | — | $233.83万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $240.41万 | 0.08% | 5,903 | -46 | -0.8% | -$1.87万 | 减仓 |
| IJH | ISHARES TR | $242.28万 | 0.08% | 31,420 | -878 | -2.7% | -$6.77万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $242.48万 | 0.08% | 40,624 | 29,323 | 259.5% | $175.03万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $249.91万 | 0.08% | 5,233 | -359 | -6.4% | -$17.14万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $256.99万 | 0.08% | 36,069 | 559 | 1.6% | $3.98万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $258.88万 | 0.08% | 32,758 | -2,854 | -8.0% | -$22.56万 | 减仓 |
| POST | POST HLDGS INC | $278.78万 | 0.09% | 31,586 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $289.95万 | 0.09% | 17,152 | -100 | -0.6% | -$1.69万 | 减仓 |
| WY | WEYERHAEUSER CO | $294.75万 | 0.09% | 123,120 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $300.13万 | 0.10% | 15,000 | 15,000 | — | $300.13万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $304.32万 | 0.10% | 34,673 | -467 | -1.3% | -$4.10万 | 减仓 |
| CATH | GLOBAL X FDS | $307.15万 | 0.10% | 34,706 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $313.68万 | 0.10% | 90,137 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $317.54万 | 0.10% | 26,568 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $339.55万 | 0.11% | 4,534 | -1,545 | -25.4% | -$115.70万 | 减仓 |
| ETN | EATON CORP PLC | $345.54万 | 0.11% | 8,109 | 94 | 1.2% | $4.01万 | 加仓 |
| OKE | ONEOK INC NEW | $345.85万 | 0.11% | 39,780 | -72 | -0.2% | -$6,260 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $353.05万 | 0.11% | 7,188 | -80 | -1.1% | -$3.93万 | 减仓 |
| T | AT&T INC | $355.36万 | 0.11% | 171,672 | -6,993 | -3.9% | -$14.48万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $375.21万 | 0.12% | 6,459 | -60 | -0.9% | -$3.49万 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $378.40万 | 0.12% | 140,877 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $379.57万 | 0.12% | 78,149 | -1,500 | -1.9% | -$7.29万 | 减仓 |
| DE | DEERE & CO | $381.30万 | 0.12% | 6,011 | -19 | -0.3% | -$1.21万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $411.25万 | 0.13% | 14,045 | -260 | -1.8% | -$7.61万 | 减仓 |
| LLY | ELI LILLY & CO | $415.72万 | 0.13% | 3,466 | 50 | 1.5% | $6.00万 | 加仓 |
| TPR | TAPESTRY INC | $424.21万 | 0.14% | 28,980 | -61 | -0.2% | -$8,929 | 减仓 |
| NUE | NUCOR CORP | $426.34万 | 0.14% | 19,140 | -10 | -0.1% | -$2,228 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $435.24万 | 0.14% | 203,006 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $451.33万 | 0.14% | 106,597 | -4,298 | -3.9% | -$18.20万 | 减仓 |
| TJX | TJX COS INC NEW | $453.74万 | 0.15% | 29,950 | -424 | -1.4% | -$6.42万 | 减仓 |
| BP | BP PLC | $473.37万 | 0.15% | 128,110 | -33,290 | -20.6% | -$123.01万 | 减仓 |
| TGT | TARGET CORP | $480.41万 | 0.15% | 36,782 | -677 | -1.8% | -$8.84万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $480.53万 | 0.15% | 6,046 | -303 | -4.8% | -$24.08万 | 减仓 |
| IYW | ISHARES TR | $504.46万 | 0.16% | 20,000 | -33 | -0.2% | -$8,324 | 减仓 |
| TSLA | TESLA INC | $506.32万 | 0.16% | 12,038 | -105 | -0.9% | -$4.42万 | 减仓 |
| NEU | NEWMARKET CORP | $506.39万 | 0.16% | 6,400 | -600 | -8.6% | -$47.47万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $519.20万 | 0.17% | 14,031 | -639 | -4.4% | -$23.65万 | 减仓 |
| MO | ALTRIA GROUP INC | $526.15万 | 0.17% | 73,127 | 450 | 0.6% | $3.24万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $569.46万 | 0.18% | 25,758 | 25,758 | — | $569.46万 | 新建仓 |
| HON | HONEYWELL INTL INC | $571.80万 | 0.18% | 25,538 | -25,542 | -50.0% | -$571.89万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $595.97万 | 0.19% | 11,698 | -176 | -1.5% | -$8.97万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $631.71万 | 0.20% | 86,123 | -1,455 | -1.7% | -$10.67万 | 减仓 |
| LRCX | LAM RESEARCH CORP 看跌期权 | $637.00万 | 0.20% | 14,700 | 14,700 | — | $637.00万 | 新建仓 |
| MMM | 3M CO | $651.47万 | 0.21% | 40,236 | -903 | -2.2% | -$14.62万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $651.70万 | 0.21% | 150,926 | -15,647 | -9.4% | -$67.56万 | 减仓 |
| GEV | GE VERNOVA INC | $657.17万 | 0.21% | 5,594 | -155 | -2.7% | -$18.21万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $660.72万 | 0.21% | 55,894 | -5,492 | -8.9% | -$64.92万 | 减仓 |
| ALLE | ALLEGION PLC | $665.63万 | 0.21% | 47,379 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $666.53万 | 0.21% | 162,369 | -8,284 | -4.9% | -$34.01万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $671.00万 | 0.22% | 53,254 | -245 | -0.5% | -$3.09万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $716.29万 | 0.23% | 16,530 | -10 | -0.1% | -$4,333 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $757.38万 | 0.24% | 105,779 | 14,787 | 16.3% | $105.87万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $808.64万 | 0.26% | 45,042 | 42,438 | 1,629.7% | $761.89万 | 加仓 |
| PSA | PUBLIC STORAGE | $825.00万 | 0.26% | 25,918 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $851.14万 | 0.27% | 31,469 | -46 | -0.1% | -$1.24万 | 减仓 |
| BA | BOEING CO | $852.80万 | 0.27% | 39,396 | -269 | -0.7% | -$5.82万 | 减仓 |
| COP | CONOCOPHILLIPS | $868.74万 | 0.28% | 83,565 | -6,007 | -6.7% | -$62.45万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $870.04万 | 0.28% | 64,143 | -138,191 | -68.3% | -$1,874.44万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $927.71万 | 0.30% | 117,105 | -13,004 | -10.0% | -$103.02万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $929.32万 | 0.30% | 33,047 | 21 | 0.1% | $5,905 | 加仓 |
| NVS | NOVARTIS AG | $942.17万 | 0.30% | 60,118 | -12,433 | -17.1% | -$194.85万 | 减仓 |
| AON | AON PLC | $948.87万 | 0.30% | 28,607 | 1,531 | 5.7% | $50.78万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $957.91万 | 0.31% | 18,808 | 6 | 0.0% | $3,056 | 加仓 |
| MRK | MERCK & CO INC | $972.48万 | 0.31% | 75,680 | -440 | -0.6% | -$5.65万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $977.74万 | 0.31% | 67,612 | -2,999 | -4.2% | -$43.37万 | 减仓 |
| TXN | TEXAS INSTRS INC | $982.46万 | 0.32% | 32,961 | -1,140 | -3.3% | -$33.98万 | 减仓 |
| AVGO | BROADCOM INC | $990.79万 | 0.32% | 26,229 | -960 | -3.5% | -$36.26万 | 减仓 |
| KO | COCA COLA CO | $994.58万 | 0.32% | 122,380 | 3,718 | 3.1% | $30.22万 | 加仓 |
| GE | GE AEROSPACE | $1,020.37万 | 0.33% | 27,302 | -297 | -1.1% | -$11.10万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,071.09万 | 0.34% | 47,827 | 1,031 | 2.2% | $23.09万 | 加仓 |
| PFE | PFIZER INC | $1,104.41万 | 0.35% | 458,641 | -30,654 | -6.3% | -$73.81万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,123.28万 | 0.36% | 15 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $1,152.80万 | 0.37% | 77,729 | -7,886 | -9.2% | -$116.96万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,168.56万 | 0.37% | 17,014 | -230 | -1.3% | -$15.80万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $1,179.53万 | 0.38% | 72,226 | -8,357 | -10.4% | -$136.48万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,219.76万 | 0.39% | 74,841 | -4,111 | -5.2% | -$67.00万 | 减仓 |
| ALB | ALBEMARLE CORP | $1,243.01万 | 0.40% | 92,054 | -22,311 | -19.5% | -$301.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,243.40万 | 0.40% | 62,142 | -2,855 | -4.4% | -$57.13万 | 减仓 |
| EBAY | EBAY INC. | $1,245.74万 | 0.40% | 111,476 | -40,759 | -26.8% | -$455.48万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $1,246.28万 | 0.40% | 135,938 | -3,157 | -2.3% | -$28.94万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,262.31万 | 0.40% | 66,256 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1,270.02万 | 0.41% | 131,951 | 1,587 | 1.2% | $15.27万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,302.42万 | 0.42% | 12,878 | -354 | -2.7% | -$35.80万 | 减仓 |
| AMGN | AMGEN INC | $1,305.73万 | 0.42% | 36,058 | -1,131 | -3.0% | -$40.96万 | 减仓 |
| CMI | CUMMINS INC | $1,308.95万 | 0.42% | 18,353 | -90 | -0.5% | -$6.42万 | 减仓 |
| HD | HOME DEPOT INC | $1,332.28万 | 0.43% | 37,776 | -816 | -2.1% | -$28.78万 | 减仓 |
| ZTS | ZOETIS INC | $1,360.50万 | 0.44% | 189,326 | 41,175 | 27.8% | $295.88万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,460.41万 | 0.47% | 142,911 | -3,584 | -2.4% | -$36.62万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,511.41万 | 0.48% | 303,619 | 11,798 | 4.0% | $58.73万 | 加仓 |
| NVO | NOVO-NORDISK A S | $1,526.81万 | 0.49% | 318,484 | -6,257 | -1.9% | -$30.00万 | 减仓 |
| HPQ | HP INC | $1,568.40万 | 0.50% | 714,859 | -746 | -0.1% | -$1.64万 | 减仓 |
| WMT | WALMART INC | $1,593.11万 | 0.51% | 140,660 | -4,794 | -3.3% | -$54.30万 | 减仓 |
| KMX | CARMAX INC | $1,629.72万 | 0.52% | 308,133 | -15,951 | -4.9% | -$84.36万 | 减仓 |
| CPAY | CORPAY INC | $1,652.89万 | 0.53% | 49,596 | 1,438 | 3.0% | $47.92万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,690.73万 | 0.54% | 93,457 | -1,185 | -1.3% | -$21.44万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,693.06万 | 0.54% | 293,833 | -7,632 | -2.5% | -$43.98万 | 减仓 |