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 |
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODUCTS AND CHEMICALS INC | $43.80万 | 0.08% | 1,510 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $40.10万 | 0.07% | 475 | 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 |
| XLK | SELECT SECTOR SPDR TR STATE ST | $38.60万 | 0.07% | 2,906 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $35.80万 | 0.07% | 1,155 | -41 | -3.4% | -$1.27万 | 减仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $35.40万 | 0.06% | 614 | -2 | -0.3% | -$1,153 | 减仓 |
| — | HONEYWELL INTL INC COM | $35.30万 | 0.06% | 1,565 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $32.30万 | 0.06% | 1,624 | 448 | 38.1% | $8.91万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $31.30万 | 0.06% | 955 | 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 |
| SHEL | SHELL PLC SPON ADS | $28.80万 | 0.05% | 3,100 | 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 |
| VEU | VANGUARD INTL EQUITY INDEX FDS | $24.50万 | 0.04% | 3,270 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR GOLD SHS | $23.80万 | 0.04% | 555 | 0 | 0.0% | — | 不变 |
| 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 |
| DFUV | DIMENSIONAL ETF TRUST US MKTWI | $22.80万 | 0.04% | 4,710 | 4,710 | — | $22.80万 | 新建仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $21.60万 | 0.04% | 903 | 903 | — | $21.60万 | 新建仓 |
| TSLA | TESLA INC COM | $21.50万 | 0.04% | 579 | 9 | 1.6% | $3,342 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $21.20万 | 0.04% | 425 | -10 | -2.3% | -$4,988 | 减仓 |
| 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 |
| AMP | AMERIPRISE FINL INC COM | $20.20万 | 0.04% | 455 | 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 |
| — | ELUTIA INC CL A COM | $1.50万 | 0.00% | 14,550 | 0 | 0.0% | — | 不变 |
| 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 |