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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $1,714.11万 | 0.55% | 30,430 | -854 | -2.7% | -$48.11万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,758.63万 | 0.56% | 74,101 | -1,035 | -1.4% | -$24.56万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,786.97万 | 0.57% | 23,929 | -455 | -1.9% | -$33.98万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,812.14万 | 0.58% | 199,707 | -1,592 | -0.8% | -$14.45万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $1,901.23万 | 0.61% | 143,133 | -400 | -0.3% | -$5.31万 | 减仓 |
| UNP | UNION PAC CORP | $1,912.78万 | 0.61% | 70,323 | 1,230 | 1.8% | $33.46万 | 加仓 |
| INTU | INTUIT | $1,965.83万 | 0.63% | 75,319 | 18,568 | 32.7% | $484.62万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1,969.26万 | 0.63% | 340,466 | -5,206 | -1.5% | -$30.11万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $2,027.40万 | 0.65% | 641,378 | 16,521 | 2.6% | $52.22万 | 加仓 |
| PEP | PEPSICO INC | $2,059.60万 | 0.66% | 152,112 | -1,428 | -0.9% | -$19.34万 | 减仓 |
| MCD | MCDONALDS CORP | $2,068.76万 | 0.66% | 76,533 | -1,250 | -1.6% | -$33.79万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,100.46万 | 0.67% | 143,239 | -2,214 | -1.5% | -$32.47万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,142.24万 | 0.69% | 474,893 | -118,865 | -20.0% | -$536.20万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,217.29万 | 0.71% | 245,113 | -5,339 | -2.1% | -$48.30万 | 减仓 |
| SYY | SYSCO CORP | $2,237.51万 | 0.72% | 267,709 | -5,531 | -2.0% | -$46.23万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,469.83万 | 0.79% | 78,447 | -307 | -0.4% | -$9.67万 | 减仓 |
| GLD | SPDR GOLD TR | $2,471.17万 | 0.79% | 67,082 | -1,429 | -2.1% | -$52.64万 | 减仓 |
| SLB | SLB LIMITED | $2,518.26万 | 0.81% | 541,677 | -14,482 | -2.6% | -$67.33万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $2,597.59万 | 0.83% | 26,557 | -5 | -0.0% | -$4,891 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,678.98万 | 0.86% | 76,527 | -3,775 | -4.7% | -$132.15万 | 减仓 |
| MCK | MCKESSON CORP | $2,703.49万 | 0.87% | 35,779 | -864 | -2.4% | -$65.28万 | 减仓 |
| QCOM | QUALCOMM INC | $2,724.06万 | 0.87% | 147,414 | -7,256 | -4.7% | -$134.08万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $2,768.94万 | 0.89% | 222,512 | 31,090 | 16.2% | $386.88万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $2,808.20万 | 0.90% | 100,293 | -2,924 | -2.8% | -$81.87万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,902.31万 | 0.93% | 162,831 | 31,131 | 23.6% | $554.88万 | 加仓 |
| ENTG | ENTEGRIS INC | $2,941.91万 | 0.94% | 163,566 | -27,646 | -14.5% | -$497.24万 | 减仓 |
| ORCL | ORACLE CORP | $3,441.62万 | 1.10% | 234,843 | -7,310 | -3.0% | -$107.13万 | 减仓 |
| EMR | EMERSON ELEC CO | $3,486.54万 | 1.12% | 243,559 | -2,751 | -1.1% | -$39.38万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $3,566.85万 | 1.14% | 316,379 | -12,643 | -3.8% | -$142.54万 | 减仓 |
| WFC | WELLS FARGO & CO | $3,583.98万 | 1.15% | 433,686 | -3,907 | -0.9% | -$32.29万 | 减仓 |
| ABBV | ABBVIE INC | $3,653.13万 | 1.17% | 145,173 | -1,499 | -1.0% | -$37.72万 | 减仓 |
| FAST | FASTENAL CO | $3,660.86万 | 1.17% | 762,202 | -18,820 | -2.4% | -$90.39万 | 减仓 |
| RTX | RTX CORPORATION | $3,725.32万 | 1.20% | 196,349 | -10,891 | -5.3% | -$206.63万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $3,831.13万 | 1.23% | 262,208 | -18,064 | -6.4% | -$263.93万 | 减仓 |
| — | EXXON MOBIL CORP | $3,910.40万 | 1.25% | 286,015 | -3,146 | -1.1% | -$43.01万 | 减仓 |
| CAT | CATERPILLAR INC | $4,000.94万 | 1.28% | 37,571 | -229 | -0.6% | -$24.39万 | 减仓 |
| CSCO | CISCO SYS INC | $4,013.67万 | 1.29% | 341,705 | -16,650 | -4.6% | -$195.57万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $4,018.07万 | 1.29% | 118,790 | -1,779 | -1.5% | -$60.17万 | 减仓 |
| CTVA | CORTEVA INC | $4,135.93万 | 1.33% | 488,361 | -13,178 | -2.6% | -$111.60万 | 减仓 |
| AMZN | AMAZON COM INC | $4,167.15万 | 1.34% | 174,841 | -4,359 | -2.4% | -$103.89万 | 减仓 |
| LOW | LOWES COS INC | $4,235.08万 | 1.36% | 192,076 | -1,146 | -0.6% | -$25.27万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $4,261.15万 | 1.37% | 102,523 | -8,829 | -7.9% | -$366.96万 | 减仓 |
| GOOG | ALPHABET INC | $4,602.08万 | 1.48% | 130,249 | -3,299 | -2.5% | -$116.56万 | 减仓 |
| INTC | INTEL CORP | $4,905.10万 | 1.57% | 351,293 | -47,228 | -11.9% | -$659.44万 | 减仓 |
| CVX | CHEVRON CORPORATION | $5,056.70万 | 1.62% | 305,061 | -6,413 | -2.1% | -$106.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5,271.68万 | 1.69% | 207,571 | -3,625 | -1.7% | -$92.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,704.01万 | 1.83% | 174,259 | -3,686 | -2.1% | -$120.65万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,077.00万 | 2.59% | 161,414 | -3,091 | -1.9% | -$154.67万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $8,262.81万 | 2.65% | 486,391 | -28,078 | -5.5% | -$476.99万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,901.33万 | 2.86% | 95,154 | -2,642 | -2.7% | -$247.15万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1.02亿 | 3.27% | 948,654 | -19,160 | -2.0% | -$205.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.11亿 | 3.58% | 298,885 | -1,407 | -0.5% | -$52.48万 | 减仓 |
| GOOGL | ALPHABET INC | $1.36亿 | 4.35% | 379,220 | -10,475 | -2.7% | -$374.34万 | 减仓 |
| AAPL | APPLE INC | $1.84亿 | 5.92% | 637,332 | -20,385 | -3.1% | -$589.86万 | 减仓 |