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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES COM | $619.90万 | 1.04% | 68,318 | 2,449 | 3.7% | $22.22万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $649.80万 | 1.09% | 88,589 | -1,496 | -1.7% | -$10.97万 | 减仓 |
| LLY | ELI LILLY & CO COM | $687.00万 | 1.15% | 5,728 | -87 | -1.5% | -$10.43万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $695.40万 | 1.17% | 38,725 | -905 | -2.3% | -$16.25万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $715.70万 | 1.20% | 39,565 | -87 | -0.2% | -$1.57万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $732.40万 | 1.23% | 20,496 | -767 | -3.6% | -$27.41万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS C | $741.30万 | 1.24% | 26,364 | 146 | 0.6% | $4.11万 | 加仓 |
| TGT | TARGET CORP COM | $831.70万 | 1.40% | 63,678 | -682 | -1.1% | -$8.91万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $888.70万 | 1.49% | 31,625 | -1,236 | -3.8% | -$34.73万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $914.80万 | 1.53% | 62,388 | -585 | -0.9% | -$8.58万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $927.00万 | 1.56% | 18,197 | -177 | -1.0% | -$9.02万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $958.40万 | 1.61% | 115,976 | -1,660 | -1.4% | -$13.72万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $1,010.90万 | 1.70% | 70,618 | -841 | -1.2% | -$12.04万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $1,027.10万 | 1.72% | 61,965 | -3,711 | -5.7% | -$61.51万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $1,035.60万 | 1.74% | 32,919 | -425 | -1.3% | -$13.37万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $1,111.20万 | 1.86% | 49,619 | -536 | -1.1% | -$12.00万 | 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 |
| CB | CHUBB LTD SWITZ COM | $1,124.80万 | 1.89% | 33,011 | -371 | -1.1% | -$12.64万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT | $1,134.60万 | 1.90% | 23,757 | -1,482 | -5.9% | -$70.78万 | 减仓 |
| QCOM | QUALCOMM INC COM | $1,169.00万 | 1.96% | 63,264 | -4,033 | -6.0% | -$74.52万 | 减仓 |
| MRK | MERCK & CO INC COM | $1,262.80万 | 2.12% | 98,272 | -860 | -0.9% | -$11.05万 | 减仓 |
| BAC | BANK AMERICA CORP COM | $1,272.30万 | 2.13% | 223,305 | -3,092 | -1.4% | -$17.62万 | 减仓 |
| RTX | RTX CORPORATION COM | $1,313.20万 | 2.20% | 69,217 | -651 | -0.9% | -$12.35万 | 减仓 |
| ABBV | ABBVIE INC COM | $1,345.70万 | 2.26% | 53,477 | -656 | -1.2% | -$16.51万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,358.70万 | 2.28% | 53,500 | -738 | -1.4% | -$18.74万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1,594.80万 | 2.68% | 66,916 | -1,516 | -2.2% | -$36.13万 | 减仓 |
| TJX | TJX COS INC NEW COM | $1,770.00万 | 2.97% | 116,836 | -2,677 | -2.2% | -$40.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,285.10万 | 3.83% | 69,812 | -1,366 | -1.9% | -$44.71万 | 减仓 |
| CAT | CATERPILLAR INC COM | $2,321.60万 | 3.90% | 21,801 | -2,156 | -9.0% | -$229.59万 | 减仓 |
| AAPL | APPLE INC COM | $2,701.20万 | 4.53% | 93,351 | -2,109 | -2.2% | -$61.03万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $2,708.80万 | 4.54% | 72,618 | 1,245 | 1.7% | $46.44万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2,918.10万 | 4.90% | 82,589 | -2,244 | -2.6% | -$79.29万 | 减仓 |
| GLW | CORNING INC COM | $3,670.70万 | 6.16% | 143,707 | -18,088 | -11.2% | -$462.02万 | 减仓 |