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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.67亿 | 5.68% | 657,717 | -20,034 | -3.0% | -$508.44万 | 减仓 |
| GOOGL | ALPHABET INC | $1.12亿 | 3.81% | 389,695 | -21,621 | -5.3% | -$621.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.11亿 | 3.78% | 300,292 | -2,800 | -0.9% | -$103.65万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $9,744.65万 | 3.32% | 97,796 | -1,718 | -1.7% | -$171.19万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $9,521.35万 | 3.24% | 967,814 | -2,774 | -0.3% | -$27.29万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,883.08万 | 2.68% | 164,505 | -1,506 | -0.9% | -$72.17万 | 减仓 |
| CVX | CHEVRON CORPORATION | $6,444.40万 | 2.19% | 311,474 | -2,169 | -0.7% | -$44.88万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $6,316.65万 | 2.15% | 514,469 | -18,269 | -3.4% | -$224.31万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,234.42万 | 1.78% | 177,945 | -3,047 | -1.7% | -$89.63万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5,162.47万 | 1.76% | 211,196 | -3,553 | -1.7% | -$86.85万 | 减仓 |
| — | EXXON MOBIL CORP | $4,905.90万 | 1.67% | 289,161 | -6,228 | -2.1% | -$105.66万 | 减仓 |
| LOW | LOWES COS INC | $4,565.43万 | 1.55% | 193,222 | -2,846 | -1.5% | -$67.25万 | 减仓 |
| CTVA | CORTEVA INC | $4,198.38万 | 1.43% | 501,539 | 3,230 | 0.6% | $27.04万 | 加仓 |
| RTX | RTX CORPORATION | $3,997.65万 | 1.36% | 207,240 | -17,628 | -7.8% | -$340.04万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $3,851.54万 | 1.31% | 329,022 | -5,505 | -1.6% | -$64.44万 | 减仓 |
| GOOG | ALPHABET INC | $3,830.95万 | 1.30% | 133,548 | -22,065 | -14.2% | -$632.96万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $3,795.71万 | 1.29% | 191,422 | 6,863 | 3.7% | $136.09万 | 加仓 |
| AMZN | AMAZON COM INC | $3,732.19万 | 1.27% | 179,200 | -2,640 | -1.5% | -$54.98万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $3,670.17万 | 1.25% | 280,272 | -8,498 | -2.9% | -$111.28万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,646.97万 | 1.24% | 120,569 | -3,201 | -2.6% | -$96.82万 | 减仓 |
| FAST | FASTENAL CO | $3,623.94万 | 1.23% | 781,022 | -10,798 | -1.4% | -$50.10万 | 减仓 |
| ORCL | ORACLE CORP | $3,562.32万 | 1.21% | 242,153 | -6,292 | -2.5% | -$92.56万 | 减仓 |
| WFC | WELLS FARGO & CO | $3,483.68万 | 1.19% | 437,593 | -17,047 | -3.7% | -$135.71万 | 减仓 |
| EMR | EMERSON ELEC CO | $3,227.15万 | 1.10% | 246,310 | -5,238 | -2.1% | -$68.63万 | 减仓 |
| ABBV | ABBVIE INC | $3,189.96万 | 1.09% | 146,672 | -1,971 | -1.3% | -$42.87万 | 减仓 |
| MCK | MCKESSON CORP | $3,170.98万 | 1.08% | 36,643 | -2,111 | -5.4% | -$182.68万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,013.07万 | 1.03% | 111,352 | 2,468 | 2.3% | $66.78万 | 加仓 |
| GLD | SPDR GOLD TR | $2,947.96万 | 1.00% | 68,511 | -5,716 | -7.7% | -$245.95万 | 减仓 |
| SLB | SLB LIMITED | $2,858.10万 | 0.97% | 556,159 | 10,260 | 1.9% | $52.73万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $2,830.60万 | 0.96% | 624,857 | -4,824 | -0.8% | -$21.85万 | 减仓 |
| CSCO | CISCO SYS INC | $2,780.47万 | 0.95% | 358,355 | -6,909 | -1.9% | -$53.61万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $2,753.94万 | 0.94% | 103,217 | -1,136 | -1.1% | -$30.31万 | 减仓 |
| CAT | CATERPILLAR INC | $2,677.98万 | 0.91% | 37,800 | 140 | 0.4% | $9.92万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,587.79万 | 0.88% | 78,754 | -454 | -0.6% | -$14.92万 | 减仓 |
| INTU | INTUIT | $2,453.80万 | 0.84% | 56,751 | 13,719 | 31.9% | $593.18万 | 加仓 |
| MCD | MCDONALDS CORP | $2,417.42万 | 0.82% | 77,783 | -712 | -0.9% | -$22.13万 | 减仓 |
| PEP | PEPSICO INC | $2,384.33万 | 0.81% | 153,540 | 323 | 0.2% | $5.02万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $2,377.94万 | 0.81% | 26,562 | -100 | -0.4% | -$8.95万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,267.49万 | 0.77% | 80,302 | -2,125 | -2.6% | -$60.00万 | 减仓 |
| ENTG | ENTEGRIS INC | $2,241.77万 | 0.76% | 191,212 | -6,095 | -3.1% | -$71.46万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,218.05万 | 0.75% | 5,268 | 559 | 11.9% | $235.36万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,100.92万 | 0.72% | 145,453 | -2,178 | -1.5% | -$31.46万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2,066.73万 | 0.70% | 201,299 | -3,326 | -1.6% | -$34.15万 | 减仓 |
| ALB | ALBEMARLE CORP | $2,053.19万 | 0.70% | 114,365 | -2,900 | -2.5% | -$52.06万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,005.62万 | 0.68% | 250,452 | -1,103 | -0.4% | -$8.83万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $1,992.45万 | 0.68% | 345,672 | 51,339 | 17.4% | $295.92万 | 加仓 |
| QCOM | QUALCOMM INC | $1,991.84万 | 0.68% | 154,670 | -9,370 | -5.7% | -$120.67万 | 减仓 |
| SYY | SYSCO CORP | $1,949.02万 | 0.66% | 273,240 | -474 | -0.2% | -$3.38万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,828.39万 | 0.62% | 301,465 | -8,028 | -2.6% | -$48.69万 | 减仓 |
| WMT | WALMART INC | $1,807.70万 | 0.62% | 145,454 | -7,093 | -4.6% | -$88.15万 | 减仓 |
| META | META PLATFORMS INC | $1,789.88万 | 0.61% | 31,284 | -2,025 | -6.1% | -$115.86万 | 减仓 |
| INTC | INTEL CORP | $1,758.67万 | 0.60% | 398,521 | -35,594 | -8.2% | -$157.08万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,752.61万 | 0.60% | 75,136 | -216 | -0.3% | -$5.04万 | 减仓 |
| ZTS | ZOETIS INC | $1,751.30万 | 0.60% | 148,151 | 79,463 | 115.7% | $939.34万 | 加仓 |
| UNP | UNION PAC CORP | $1,676.32万 | 0.57% | 69,093 | 2,489 | 3.7% | $60.39万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1,635.99万 | 0.56% | 143,533 | -337 | -0.2% | -$3.84万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,585.77万 | 0.54% | 24,384 | 4,971 | 25.6% | $323.28万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,564.81万 | 0.53% | 94,642 | -5,470 | -5.5% | -$90.44万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,453.56万 | 0.49% | 291,821 | -11,332 | -3.7% | -$56.44万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,413.74万 | 0.48% | 593,758 | -10,000 | -1.7% | -$23.81万 | 减仓 |
| CPAY | CORPAY INC | $1,401.35万 | 0.48% | 48,158 | 2,604 | 5.7% | $75.77万 | 加仓 |
| EBAY | EBAY INC. | $1,385.64万 | 0.47% | 152,235 | -11,440 | -7.0% | -$104.13万 | 减仓 |
| HPQ | HP INC | $1,374.68万 | 0.47% | 715,605 | -500 | -0.1% | -$9,605 | 减仓 |
| PFE | PFIZER INC | $1,373.94万 | 0.47% | 489,295 | 3,745 | 0.8% | $10.52万 | 加仓 |
| KMX | CARMAX INC | $1,347.54万 | 0.46% | 324,084 | 23,486 | 7.8% | $97.65万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,312.45万 | 0.45% | 146,495 | -15,229 | -9.4% | -$136.44万 | 减仓 |
| AMGN | AMGEN INC | $1,308.50万 | 0.45% | 37,189 | -1,013 | -2.7% | -$35.64万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,282.75万 | 0.44% | 18,802 | -500 | -2.6% | -$34.11万 | 减仓 |
| HD | HOME DEPOT INC | $1,269.25万 | 0.43% | 38,592 | -43 | -0.1% | -$1.41万 | 减仓 |
| DIS | DISNEY WALT CO | $1,256.44万 | 0.43% | 130,364 | -3,962 | -2.9% | -$38.19万 | 减仓 |
| NVO | NOVO-NORDISK A S | $1,193.42万 | 0.41% | 324,741 | 5,680 | 1.8% | $20.87万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,185.51万 | 0.40% | 139,095 | -1,837 | -1.3% | -$15.66万 | 减仓 |
| COP | CONOCOPHILLIPS | $1,182.35万 | 0.40% | 89,572 | 255 | 0.3% | $3.37万 | 加仓 |
| — | HONEYWELL INTL INC | $1,154.56万 | 0.39% | 51,080 | -1,000 | -1.9% | -$22.60万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,133.54万 | 0.39% | 64,997 | -4,506 | -6.5% | -$78.58万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,130.84万 | 0.38% | 78,952 | -880 | -1.1% | -$12.60万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,119.40万 | 0.38% | 13,232 | -1,461 | -9.9% | -$123.60万 | 减仓 |
| NVS | NOVARTIS AG | $1,108.22万 | 0.38% | 72,551 | -998 | -1.4% | -$15.24万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,077.21万 | 0.37% | 15 | -1 | -6.2% | -$71.81万 | 减仓 |
| IJR | ISHARES TR | $1,064.28万 | 0.36% | 85,615 | -2,373 | -2.7% | -$29.50万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,030.43万 | 0.35% | 17,244 | -200 | -1.1% | -$11.95万 | 减仓 |
| CMI | CUMMINS INC | $992.27万 | 0.34% | 18,443 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $950.80万 | 0.32% | 46,796 | 673 | 1.5% | $13.67万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $943.94万 | 0.32% | 130,109 | -9,309 | -6.7% | -$67.54万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $929.77万 | 0.32% | 80,583 | -20,561 | -20.3% | -$237.23万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $926.69万 | 0.32% | 202,334 | -6,209 | -3.0% | -$28.44万 | 减仓 |
| MRK | MERCK & CO INC | $915.65万 | 0.31% | 76,120 | 400 | 0.5% | $4.81万 | 加仓 |
| KO | COCA COLA CO | $902.42万 | 0.31% | 118,662 | 884 | 0.8% | $6.72万 | 加仓 |
| NKE | NIKE INC | $901.39万 | 0.31% | 170,653 | -3,369 | -1.9% | -$17.80万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $880.54万 | 0.30% | 66,256 | 2 | 0.0% | $266 | 加仓 |
| AON | AON PLC | $873.96万 | 0.30% | 27,076 | 2,785 | 11.5% | $89.89万 | 加仓 |
| AVGO | BROADCOM INC | $841.52万 | 0.29% | 27,189 | 998 | 3.8% | $30.89万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $837.66万 | 0.29% | 70,611 | -1,774 | -2.5% | -$21.04万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $820.30万 | 0.28% | 31,515 | -152 | -0.5% | -$3.96万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $800.53万 | 0.27% | 33,026 | -168 | -0.5% | -$4.07万 | 减仓 |
| BA | BOEING CO | $789.46万 | 0.27% | 39,665 | -190 | -0.5% | -$3.78万 | 减仓 |
| GE | GE AEROSPACE | $783.18万 | 0.27% | 27,599 | -1,008 | -3.5% | -$28.60万 | 减仓 |
| BP | BP PLC | $758.58万 | 0.26% | 161,400 | -6,150 | -3.7% | -$28.91万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $753.41万 | 0.26% | 166,573 | -3,346 | -2.0% | -$15.13万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $717.65万 | 0.24% | 11,874 | -297 | -2.4% | -$17.95万 | 减仓 |