Tufton Capital Management
HUNT VALLEY MD · SEC CIK 0001055963
$5.50亿2026Q1 申报市值
126持仓数
35.7%前十大占比 · 第一大 4.8%
7 / 3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
VOO 新建仓+$47.90万
DIMENSIONAL ETF 新建仓+$39.10万
VEA 加仓+$27.52万
DIMENSIONAL ETF 新建仓+$24.80万
DFUV 新建仓+$22.80万
2026Q1 卖出最多 按季末市值估算
CPK 减仓-$756.54万
GLW 减仓-$299.46万
DIS 减仓-$164.16万
AAPL 减仓-$130.14万
GOOG 减仓-$93.46万
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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT INC | $0 | 0.00% | 0 | -484 | -100.0% | -$32.00万 | 清仓 |
| MDB | MONGO DB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MCCORMICK & CO INC COM VTG | $0 | 0.00% | 0 | -3,136 | -100.0% | -$21.30万 | 清仓 |
| CRM | SALESFORCE COM INC | $0 | 0.00% | 0 | -760 | -100.0% | -$20.10万 | 清仓 |
| — | ECOSPHERE TECHNOLOGIES INC COM | $0 | 0.00% | 10,500 | 0 | 0.0% | — | 不变 |
| — | ELUTIA INC CL A COM | $1.50万 | 0.00% | 14,550 | 0 | 0.0% | — | 不变 |
| FMAO | FARMERS & MERCHANTS BANCORP IN | $20.00万 | 0.04% | 7,800 | 7,800 | — | $20.00万 | 新建仓 |
| AMP | AMERIPRISE FINL INC COM | $20.20万 | 0.04% | 455 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $20.50万 | 0.04% | 1,784 | -75 | -4.0% | -$8,618 | 减仓 |
| HSY | HERSHEY CO COM | $20.50万 | 0.04% | 989 | 989 | — | $20.50万 | 新建仓 |
| MA | MASTERCARD INCORPORATED CL A | $21.20万 | 0.04% | 425 | -10 | -2.3% | -$4,988 | 减仓 |
| TSLA | TESLA INC COM | $21.50万 | 0.04% | 579 | 9 | 1.6% | $3,342 | 加仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $21.60万 | 0.04% | 903 | 903 | — | $21.60万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST US MKTWI | $22.80万 | 0.04% | 4,710 | 4,710 | — | $22.80万 | 新建仓 |
| BF/B | BROWN FORMAN CORP CL B | $23.20万 | 0.04% | 8,775 | 1,200 | 15.8% | $3.17万 | 重新持有 |
| GLD | SPDR GOLD TR GOLD SHS | $23.80万 | 0.04% | 555 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX FDS | $24.50万 | 0.04% | 3,270 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST US HIGH | $24.80万 | 0.05% | 6,765 | 6,765 | — | $24.80万 | 新建仓 |
| SHEL | SHELL PLC SPON ADS | $28.80万 | 0.05% | 3,100 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $30.00万 | 0.05% | 312 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $30.00万 | 0.05% | 845 | -25 | -2.9% | -$8,876 | 减仓 |
| SYK | STRYKER CORPORATION COM | $31.30万 | 0.06% | 955 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $32.30万 | 0.06% | 1,624 | 448 | 38.1% | $8.91万 | 加仓 |
| — | HONEYWELL INTL INC COM | $35.30万 | 0.06% | 1,565 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $35.40万 | 0.06% | 614 | -2 | -0.3% | -$1,153 | 减仓 |
| MCD | MCDONALDS CORP COM | $35.80万 | 0.07% | 1,155 | -41 | -3.4% | -$1.27万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR STATE ST | $38.60万 | 0.07% | 2,906 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST US CORE | $39.10万 | 0.07% | 10,085 | 10,085 | — | $39.10万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $40.10万 | 0.07% | 475 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC | $43.80万 | 0.08% | 1,510 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $44.50万 | 0.08% | 1,354 | -2 | -0.1% | -$657 | 减仓 |
| CSX | CSX CORP COM | $45.40万 | 0.08% | 11,072 | 132 | 1.2% | $5,413 | 加仓 |
| PINS | PINTEREST INC CL A | $46.30万 | 0.08% | 25,296 | 2,926 | 13.1% | $5.36万 | 加仓 |
| ETN | EATON CORP PLC SHS | $47.70万 | 0.09% | 1,334 | 9 | 0.7% | $3,218 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $47.90万 | 0.09% | 803 | 803 | — | $47.90万 | 新建仓 |
| WRB | BERKLEY W R CORP COM | $48.90万 | 0.09% | 7,385 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $51.80万 | 0.09% | 1,125 | 4 | 0.4% | $1,842 | 加仓 |
| GEV | GE VERNOVA INC COM | $54.40万 | 0.10% | 623 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CO | $56.90万 | 0.10% | 9,077 | -100 | -1.1% | -$6,269 | 减仓 |
| UNP | UNION PAC CORP COM | $58.10万 | 0.11% | 2,395 | -300 | -11.1% | -$7.28万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $60.30万 | 0.11% | 9,138 | -242 | -2.6% | -$1.60万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $60.40万 | 0.11% | 6,711 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $61.20万 | 0.11% | 4,049 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR EXPND TEC SC ETF | $66.00万 | 0.12% | 5,575 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $67.20万 | 0.12% | 6,990 | -420 | -5.7% | -$4.04万 | 减仓 |
| DOW | DOW HLDGS INC COM | $67.20万 | 0.12% | 16,157 | -434 | -2.6% | -$1.81万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $68.80万 | 0.13% | 2,425 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $69.20万 | 0.13% | 2,932 | 27 | 0.9% | $6,372 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $72.30万 | 0.13% | 11,137 | -82 | -0.7% | -$5,323 | 减仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $83.30万 | 0.15% | 11,944 | 670 | 5.9% | $4.67万 | 加仓 |
| V | VISA INC COM CL A | $83.50万 | 0.15% | 2,763 | -167 | -5.7% | -$5.05万 | 减仓 |
| WMT | WALMART INC COM | $84.40万 | 0.15% | 6,799 | -450 | -6.2% | -$5.59万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $87.50万 | 0.16% | 9,430 | -270 | -2.8% | -$2.51万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $91.20万 | 0.17% | 28,510 | -470 | -1.6% | -$1.50万 | 减仓 |
| SYY | SYSCO CORP COM | $100.60万 | 0.18% | 14,108 | -40 | -0.3% | -$2,852 | 减仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $100.90万 | 0.18% | 8,122 | 439 | 5.7% | $5.45万 | 加仓 |
| SLB | SLB LIMITED COM STK | $103.20万 | 0.19% | 20,086 | -373 | -1.8% | -$1.92万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $112.50万 | 0.20% | 14,608 | -925 | -6.0% | -$7.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $118.40万 | 0.22% | 6,791 | -989 | -12.7% | -$17.24万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A | $120.70万 | 0.22% | 4,124 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR CORE S&P MCP ETF | $123.20万 | 0.22% | 18,252 | 869 | 5.0% | $5.87万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS | $124.70万 | 0.23% | 23,088 | 2,430 | 11.8% | $13.12万 | 加仓 |
| META | META PLATFORMS INC CL A | $127.40万 | 0.23% | 2,228 | -96 | -4.1% | -$5.49万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $134.40万 | 0.24% | 4,445 | -3 | -0.1% | -$907 | 减仓 |
| — | DUPONT DE NEMOURS INC COM | $138.20万 | 0.25% | 30,174 | -1,520 | -4.8% | -$6.96万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS VAN F | $140.80万 | 0.26% | 21,976 | 4,295 | 24.3% | $27.52万 | 加仓 |
| DE | DEERE & CO COM | $145.40万 | 0.26% | 2,582 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC COM NON VTG | $146.60万 | 0.27% | 29,071 | -1,537 | -5.0% | -$7.75万 | 减仓 |
| SDY | SPDR SERIES TRUST STATE STREET | $165.90万 | 0.30% | 11,371 | 6 | 0.1% | $875 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $176.40万 | 0.32% | 19,495 | 642 | 3.4% | $5.81万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON S | $177.00万 | 0.32% | 15,345 | -2,067 | -11.9% | -$23.84万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $192.60万 | 0.35% | 9,257 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $196.80万 | 0.36% | 23,090 | -528 | -2.2% | -$4.50万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION C | $224.10万 | 0.41% | 2,250 | -255 | -10.2% | -$25.40万 | 减仓 |
| INTC | INTEL CORP COM | $252.60万 | 0.46% | 57,262 | -2,112 | -3.6% | -$9.32万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF TR | $276.50万 | 0.50% | 4,252 | -60 | -1.4% | -$3.90万 | 减仓 |
| CSCO | CISCO SYS INC COM | $278.50万 | 0.51% | 35,897 | -457 | -1.3% | -$3.55万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $313.30万 | 0.57% | 82,800 | -246 | -0.3% | -$9,308 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $327.90万 | 0.60% | 17,977 | -207 | -1.1% | -$3.78万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $352.80万 | 0.64% | 7,364 | 45 | 0.6% | $2.16万 | 加仓 |
| NKE | NIKE INC CL B | $363.40万 | 0.66% | 68,815 | -1,344 | -1.9% | -$7.10万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $390.40万 | 0.71% | 64,370 | -458 | -0.7% | -$2.78万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES INDL | $391.50万 | 0.71% | 8,454 | -217 | -2.5% | -$10.05万 | 减仓 |
| DIS | DISNEY WALT CO COM | $394.30万 | 0.72% | 40,916 | -17,035 | -29.4% | -$164.16万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $410.20万 | 0.75% | 81,721 | -2,052 | -2.4% | -$10.30万 | 减仓 |
| CCI | CROWN CASTLE INC COM | $414.10万 | 0.75% | 50,937 | -2,988 | -5.5% | -$24.29万 | 减仓 |
| MMM | 3M CO COM | $436.50万 | 0.79% | 30,059 | -342 | -1.1% | -$4.97万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $438.10万 | 0.80% | 34,675 | -59,879 | -63.3% | -$756.54万 | 减仓 |
| KO | COCA COLA CO COM | $454.10万 | 0.83% | 59,719 | -500 | -0.8% | -$3.80万 | 减仓 |
| PEP | PEPSICO INC COM | $458.80万 | 0.83% | 29,549 | -649 | -2.1% | -$10.08万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $474.90万 | 0.86% | 48,279 | -571 | -1.2% | -$5.62万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $489.90万 | 0.89% | 7,501 | 238 | 3.3% | $15.54万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $507.20万 | 0.92% | 90,085 | -1,415 | -1.5% | -$7.97万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $526.90万 | 0.96% | 27,795 | -120 | -0.4% | -$2.27万 | 减仓 |
| ZTS | ZOETIS INC CL A | $533.00万 | 0.97% | 45,091 | -911 | -2.0% | -$10.77万 | 减仓 |
| LLY | ELI LILLY & CO COM | $534.80万 | 0.97% | 5,815 | -74 | -1.3% | -$6.81万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $553.60万 | 1.01% | 42,285 | -357 | -0.8% | -$4.67万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $556.40万 | 1.01% | 64,213 | -1,153 | -1.8% | -$9.99万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $593.10万 | 1.08% | 102,907 | -2,626 | -2.5% | -$15.13万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $611.40万 | 1.11% | 21,263 | -1,386 | -6.1% | -$39.85万 | 减仓 |