CLIFFORD SWAN INVESTMENT COUNSEL LLC
PASADENA CA · SEC CIK 0001034642
$29.38亿2026Q1 申报市值
332持仓数
30.4%前十大占比 · 第一大 5.7%
15 / 7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
ZTS 加仓+$939.34万
INTU 加仓+$593.18万
OTIS 加仓+$378.11万
SPY 加仓+$323.28万
MDLZ 加仓+$295.92万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$632.96万
GOOGL 减仓-$621.73万
AAPL 减仓-$508.44万
RTX 减仓-$340.04万
AOA 清仓-$255.27万
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 |
|---|---|---|---|---|---|---|---|---|
| ENTG | ENTEGRIS INC | $2,241.77万 | 0.76% | 191,212 | -6,095 | -3.1% | -$71.46万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,267.49万 | 0.77% | 80,302 | -2,125 | -2.6% | -$60.00万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $2,377.94万 | 0.81% | 26,562 | -100 | -0.4% | -$8.95万 | 减仓 |
| PEP | PEPSICO INC | $2,384.33万 | 0.81% | 153,540 | 323 | 0.2% | $5.02万 | 加仓 |
| MCD | MCDONALDS CORP | $2,417.42万 | 0.82% | 77,783 | -712 | -0.9% | -$22.13万 | 减仓 |
| INTU | INTUIT | $2,453.80万 | 0.84% | 56,751 | 13,719 | 31.9% | $593.18万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,587.79万 | 0.88% | 78,754 | -454 | -0.6% | -$14.92万 | 减仓 |
| CAT | CATERPILLAR INC | $2,677.98万 | 0.91% | 37,800 | 140 | 0.4% | $9.92万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $2,753.94万 | 0.94% | 103,217 | -1,136 | -1.1% | -$30.31万 | 减仓 |
| CSCO | CISCO SYS INC | $2,780.47万 | 0.95% | 358,355 | -6,909 | -1.9% | -$53.61万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $2,830.60万 | 0.96% | 624,857 | -4,824 | -0.8% | -$21.85万 | 减仓 |
| SLB | SLB LIMITED | $2,858.10万 | 0.97% | 556,159 | 10,260 | 1.9% | $52.73万 | 加仓 |
| GLD | SPDR GOLD TR | $2,947.96万 | 1.00% | 68,511 | -5,716 | -7.7% | -$245.95万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,013.07万 | 1.03% | 111,352 | 2,468 | 2.3% | $66.78万 | 加仓 |
| MCK | MCKESSON CORP | $3,170.98万 | 1.08% | 36,643 | -2,111 | -5.4% | -$182.68万 | 减仓 |
| ABBV | ABBVIE INC | $3,189.96万 | 1.09% | 146,672 | -1,971 | -1.3% | -$42.87万 | 减仓 |
| EMR | EMERSON ELEC CO | $3,227.15万 | 1.10% | 246,310 | -5,238 | -2.1% | -$68.63万 | 减仓 |
| WFC | WELLS FARGO & CO | $3,483.68万 | 1.19% | 437,593 | -17,047 | -3.7% | -$135.71万 | 减仓 |
| ORCL | ORACLE CORP | $3,562.32万 | 1.21% | 242,153 | -6,292 | -2.5% | -$92.56万 | 减仓 |
| FAST | FASTENAL CO | $3,623.94万 | 1.23% | 781,022 | -10,798 | -1.4% | -$50.10万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,646.97万 | 1.24% | 120,569 | -3,201 | -2.6% | -$96.82万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $3,670.17万 | 1.25% | 280,272 | -8,498 | -2.9% | -$111.28万 | 减仓 |
| AMZN | AMAZON COM INC | $3,732.19万 | 1.27% | 179,200 | -2,640 | -1.5% | -$54.98万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $3,795.71万 | 1.29% | 191,422 | 6,863 | 3.7% | $136.09万 | 加仓 |
| GOOG | ALPHABET INC | $3,830.95万 | 1.30% | 133,548 | -22,065 | -14.2% | -$632.96万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $3,851.54万 | 1.31% | 329,022 | -5,505 | -1.6% | -$64.44万 | 减仓 |
| RTX | RTX CORPORATION | $3,997.65万 | 1.36% | 207,240 | -17,628 | -7.8% | -$340.04万 | 减仓 |
| CTVA | CORTEVA INC | $4,198.38万 | 1.43% | 501,539 | 3,230 | 0.6% | $27.04万 | 加仓 |
| LOW | LOWES COS INC | $4,565.43万 | 1.55% | 193,222 | -2,846 | -1.5% | -$67.25万 | 减仓 |
| — | EXXON MOBIL CORP | $4,905.90万 | 1.67% | 289,161 | -6,228 | -2.1% | -$105.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5,162.47万 | 1.76% | 211,196 | -3,553 | -1.7% | -$86.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,234.42万 | 1.78% | 177,945 | -3,047 | -1.7% | -$89.63万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $6,316.65万 | 2.15% | 514,469 | -18,269 | -3.4% | -$224.31万 | 减仓 |
| CVX | CHEVRON CORPORATION | $6,444.40万 | 2.19% | 311,474 | -2,169 | -0.7% | -$44.88万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,883.08万 | 2.68% | 164,505 | -1,506 | -0.9% | -$72.17万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $9,521.35万 | 3.24% | 967,814 | -2,774 | -0.3% | -$27.29万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $9,744.65万 | 3.32% | 97,796 | -1,718 | -1.7% | -$171.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.11亿 | 3.78% | 300,292 | -2,800 | -0.9% | -$103.65万 | 减仓 |
| GOOGL | ALPHABET INC | $1.12亿 | 3.81% | 389,695 | -21,621 | -5.3% | -$621.73万 | 减仓 |
| AAPL | APPLE INC | $1.67亿 | 5.68% | 657,717 | -20,034 | -3.0% | -$508.44万 | 减仓 |