Tufton Capital Management
HUNT VALLEY MD · SEC CIK 0001055963
$5.96亿2026Q2 申报市值
127持仓数
38.0%前十大占比 · 第一大 6.2%
6 / 6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
XOM 新建仓+$1,117.30万
MSFT 加仓+$46.44万
VEA 加仓+$34.46万
DFIC 新建仓+$30.60万
UNH 新建仓+$27.00万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,440.20万
GLW 减仓-$462.02万
DD 减仓-$279.29万
CAT 减仓-$229.59万
INTC 减仓-$216.73万
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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC COM | $3,670.70万 | 6.16% | 143,707 | -18,088 | -11.2% | -$462.02万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2,918.10万 | 4.90% | 82,589 | -2,244 | -2.6% | -$79.29万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $2,708.80万 | 4.54% | 72,618 | 1,245 | 1.7% | $46.44万 | 加仓 |
| AAPL | APPLE INC COM | $2,701.20万 | 4.53% | 93,351 | -2,109 | -2.2% | -$61.03万 | 减仓 |
| CAT | CATERPILLAR INC COM | $2,321.60万 | 3.90% | 21,801 | -2,156 | -9.0% | -$229.59万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,285.10万 | 3.83% | 69,812 | -1,366 | -1.9% | -$44.71万 | 减仓 |
| TJX | TJX COS INC NEW COM | $1,770.00万 | 2.97% | 116,836 | -2,677 | -2.2% | -$40.56万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1,594.80万 | 2.68% | 66,916 | -1,516 | -2.2% | -$36.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,358.70万 | 2.28% | 53,500 | -738 | -1.4% | -$18.74万 | 减仓 |
| ABBV | ABBVIE INC COM | $1,345.70万 | 2.26% | 53,477 | -656 | -1.2% | -$16.51万 | 减仓 |
| RTX | RTX CORPORATION COM | $1,313.20万 | 2.20% | 69,217 | -651 | -0.9% | -$12.35万 | 减仓 |
| BAC | BANK AMERICA CORP COM | $1,272.30万 | 2.13% | 223,305 | -3,092 | -1.4% | -$17.62万 | 减仓 |
| MRK | MERCK & CO INC COM | $1,262.80万 | 2.12% | 98,272 | -860 | -0.9% | -$11.05万 | 减仓 |
| QCOM | QUALCOMM INC COM | $1,169.00万 | 1.96% | 63,264 | -4,033 | -6.0% | -$74.52万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT | $1,134.60万 | 1.90% | 23,757 | -1,482 | -5.9% | -$70.78万 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $1,124.80万 | 1.89% | 33,011 | -371 | -1.1% | -$12.64万 | 减仓 |
| XOM | EXXONMOBIL HLDGS CORP COM SHS | $1,117.30万 | 1.87% | 81,728 | 81,728 | — | $1,117.30万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $1,111.20万 | 1.86% | 49,619 | -536 | -1.1% | -$12.00万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $1,035.60万 | 1.74% | 32,919 | -425 | -1.3% | -$13.37万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $1,027.10万 | 1.72% | 61,965 | -3,711 | -5.7% | -$61.51万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $1,010.90万 | 1.70% | 70,618 | -841 | -1.2% | -$12.04万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $958.40万 | 1.61% | 115,976 | -1,660 | -1.4% | -$13.72万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $927.00万 | 1.56% | 18,197 | -177 | -1.0% | -$9.02万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $914.80万 | 1.53% | 62,388 | -585 | -0.9% | -$8.58万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $888.70万 | 1.49% | 31,625 | -1,236 | -3.8% | -$34.73万 | 减仓 |
| TGT | TARGET CORP COM | $831.70万 | 1.40% | 63,678 | -682 | -1.1% | -$8.91万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS C | $741.30万 | 1.24% | 26,364 | 146 | 0.6% | $4.11万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $732.40万 | 1.23% | 20,496 | -767 | -3.6% | -$27.41万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $715.70万 | 1.20% | 39,565 | -87 | -0.2% | -$1.57万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $695.40万 | 1.17% | 38,725 | -905 | -2.3% | -$16.25万 | 减仓 |
| LLY | ELI LILLY & CO COM | $687.00万 | 1.15% | 5,728 | -87 | -1.5% | -$10.43万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $649.80万 | 1.09% | 88,589 | -1,496 | -1.7% | -$10.97万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $619.90万 | 1.04% | 68,318 | 2,449 | 3.7% | $22.22万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $586.30万 | 0.98% | 101,380 | -1,527 | -1.5% | -$8.83万 | 减仓 |
| INTC | INTEL CORP COM | $582.80万 | 0.98% | 41,740 | -15,522 | -27.1% | -$216.73万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $557.70万 | 0.94% | 7,448 | -53 | -0.7% | -$3.97万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $536.50万 | 0.90% | 42,390 | 105 | 0.2% | $1.33万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $515.80万 | 0.87% | 27,082 | -713 | -2.6% | -$13.58万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $513.90万 | 0.86% | 47,813 | -466 | -1.0% | -$5.01万 | 减仓 |
| MMM | 3M CO COM | $486.80万 | 0.82% | 30,071 | 12 | 0.0% | $1,943 | 加仓 |
| KO | COCA COLA CO COM | $485.90万 | 0.82% | 59,788 | 69 | 0.1% | $5,608 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $482.70万 | 0.81% | 61,711 | -2,502 | -3.9% | -$19.57万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES INDL | $436.10万 | 0.73% | 8,350 | -104 | -1.2% | -$5.43万 | 减仓 |
| CSCO | CISCO SYS INC COM | $420.40万 | 0.71% | 35,797 | -100 | -0.3% | -$1.17万 | 减仓 |
| PEP | PEPSICO INC COM | $394.20万 | 0.66% | 29,114 | -435 | -1.5% | -$5.89万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $370.50万 | 0.62% | 64,310 | -60 | -0.1% | -$3,457 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $368.40万 | 0.62% | 7,364 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $364.80万 | 0.61% | 48,172 | -2,765 | -5.4% | -$20.94万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $356.60万 | 0.60% | 17,777 | -200 | -1.1% | -$4.01万 | 减仓 |
| DIS | DISNEY WALT CO COM | $348.20万 | 0.58% | 36,180 | -4,736 | -11.6% | -$45.58万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $341.60万 | 0.57% | 80,685 | -1,036 | -1.3% | -$4.39万 | 减仓 |
| ZTS | ZOETIS INC CL A | $314.30万 | 0.53% | 43,742 | -1,349 | -3.0% | -$9.69万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF TR | $310.80万 | 0.52% | 4,162 | -90 | -2.1% | -$6.72万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $310.70万 | 0.52% | 25,375 | -9,300 | -26.8% | -$113.87万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $302.20万 | 0.51% | 82,230 | -570 | -0.7% | -$2.09万 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON S | $240.50万 | 0.40% | 14,729 | -616 | -4.0% | -$10.06万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $223.60万 | 0.38% | 9,082 | -175 | -1.9% | -$4.31万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION C | $211.40万 | 0.35% | 2,260 | 10 | 0.4% | $9,354 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $209.80万 | 0.35% | 22,889 | -201 | -0.9% | -$1.84万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS VAN F | $191.00万 | 0.32% | 26,814 | 4,838 | 22.0% | $34.46万 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $184.10万 | 0.31% | 19,067 | -428 | -2.2% | -$4.13万 | 减仓 |
| NKE | NIKE INC CL B | $170.20万 | 0.29% | 41,464 | -27,351 | -39.7% | -$112.27万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS | $164.30万 | 0.28% | 27,528 | 4,440 | 19.2% | $26.50万 | 加仓 |
| DE | DEERE & CO COM | $163.80万 | 0.27% | 2,582 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST STATE STREET | $163.00万 | 0.27% | 10,716 | -655 | -5.8% | -$9.96万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $150.30万 | 0.25% | 4,445 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR CORE S&P MCP ETF | $138.00万 | 0.23% | 17,909 | -343 | -1.9% | -$2.64万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $134.20万 | 0.23% | 6,710 | -81 | -1.2% | -$1.62万 | 减仓 |
| DD | DUPONT DE NEMOURS INC COM | $130.00万 | 0.22% | 9,584 | -20,590 | -68.2% | -$279.29万 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $129.70万 | 0.22% | 25,728 | -3,343 | -11.5% | -$16.85万 | 减仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $129.30万 | 0.22% | 3,649 | -400 | -9.9% | -$14.17万 | 减仓 |
| META | META PLATFORMS INC CL A | $121.20万 | 0.20% | 2,153 | -75 | -3.4% | -$4.22万 | 减仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $118.40万 | 0.20% | 7,984 | -138 | -1.7% | -$2.05万 | 减仓 |
| SYY | SYSCO CORP COM | $114.50万 | 0.19% | 13,704 | -404 | -2.9% | -$3.38万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $101.80万 | 0.17% | 14,218 | -390 | -2.7% | -$2.79万 | 减仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $97.60万 | 0.16% | 11,793 | -151 | -1.3% | -$1.25万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $96.70万 | 0.16% | 28,455 | -55 | -0.2% | -$1,869 | 减仓 |
| SLB | SLB LIMITED COM STK | $93.30万 | 0.16% | 20,086 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $91.70万 | 0.15% | 2,674 | -89 | -3.2% | -$3.05万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $91.50万 | 0.15% | 2,450 | 25 | 1.0% | $9,337 | 加仓 |
| IGM | ISHARES TR EXPND TEC SC ETF | $91.10万 | 0.15% | 5,575 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $82.80万 | 0.14% | 9,438 | 8 | 0.1% | $702 | 加仓 |
| WMT | WALMART INC COM | $77.10万 | 0.13% | 6,809 | 10 | 0.1% | $1,132 | 加仓 |
| GEV | GE VERNOVA INC COM | $74.10万 | 0.12% | 631 | 8 | 1.3% | $9,395 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $72.30万 | 0.12% | 6,361 | -350 | -5.2% | -$3.98万 | 减仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $70.90万 | 0.12% | 1,033 | 230 | 28.6% | $15.79万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $66.60万 | 0.11% | 9,264 | 126 | 1.4% | $9,058 | 加仓 |
| UNP | UNION PAC CORP COM | $65.80万 | 0.11% | 2,421 | 26 | 1.1% | $7,067 | 加仓 |
| LOW | LOWES COS INC COM | $64.70万 | 0.11% | 2,935 | 3 | 0.1% | $661 | 加仓 |
| ETN | EATON CORP PLC SHS | $56.80万 | 0.10% | 1,334 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR STATE ST | $55.30万 | 0.09% | 2,906 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST US CORE | $54.80万 | 0.09% | 12,360 | 2,275 | 22.6% | $10.09万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $54.00万 | 0.09% | 11,137 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $52.60万 | 0.09% | 11,072 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $50.90万 | 0.09% | 24,215 | -1,081 | -4.3% | -$2.27万 | 减仓 |
| NFLX | NETFLIX INC. COM | $49.90万 | 0.08% | 6,990 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $48.10万 | 0.08% | 1,364 | 10 | 0.7% | $3,526 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $48.00万 | 0.08% | 475 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $47.80万 | 0.08% | 649 | 35 | 5.7% | $2.58万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $45.10万 | 0.08% | 1,135 | 10 | 0.9% | $3,974 | 加仓 |