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 |
|---|---|---|---|---|---|---|---|---|
| DOW | DOW HLDGS INC COM | $44.20万 | 0.07% | 16,157 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC | $44.20万 | 0.07% | 1,510 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR MSCI USA MMENTM | $38.80万 | 0.07% | 1,133 | 230 | 25.5% | $7.88万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CO | $37.20万 | 0.06% | 8,727 | -350 | -3.9% | -$1.49万 | 减仓 |
| BA | BOEING CO COM | $37.00万 | 0.06% | 1,710 | 86 | 5.3% | $1.86万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST US MKTWI | $33.60万 | 0.06% | 6,115 | 1,405 | 29.8% | $7.72万 | 加仓 |
| — | DIMENSIONAL ETF TRUST US HIGH | $32.40万 | 0.05% | 7,770 | 1,005 | 14.9% | $4.19万 | 加仓 |
| MCD | MCDONALDS CORP COM | $31.20万 | 0.05% | 1,155 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST INTL COR | $30.60万 | 0.05% | 8,215 | 8,215 | — | $30.60万 | 新建仓 |
| SYK | STRYKER CORPORATION COM | $30.00万 | 0.05% | 955 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX FDS | $27.30万 | 0.05% | 3,270 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $27.10万 | 0.05% | 282 | -30 | -9.6% | -$2.88万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $27.00万 | 0.05% | 650 | 650 | — | $27.00万 | 新建仓 |
| SHEL | SHELL PLC SPON ADS | $24.60万 | 0.04% | 3,178 | 78 | 2.5% | $6,038 | 加仓 |
| TSLA | TESLA INC COM | $24.30万 | 0.04% | 579 | 0 | 0.0% | — | 不变 |
| FMAO | FARMERS & MERCHANTS BANCORP IN | $23.80万 | 0.04% | 7,800 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $23.40万 | 0.04% | 750 | -95 | -11.2% | -$2.96万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST INTERNAT | $23.10万 | 0.04% | 4,290 | 4,290 | — | $23.10万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR AVANTIS | $22.90万 | 0.04% | 2,375 | 2,375 | — | $22.90万 | 新建仓 |
| BF/B | BROWN FORMAN CORP CL B | $21.40万 | 0.04% | 8,051 | -724 | -8.3% | -$1.92万 | 减仓 |
| AVGO | BROADCOM INC COM | $21.40万 | 0.04% | 568 | 568 | — | $21.40万 | 新建仓 |
| MA | MASTERCARD INCORPORATED CL A | $20.80万 | 0.03% | 405 | -20 | -4.7% | -$1.03万 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $20.80万 | 0.03% | 455 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR GOLD SHS | $20.40万 | 0.03% | 555 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $20.10万 | 0.03% | 600 | 0 | 0.0% | — | 重新持有 |
| — | ELUTIA INC CL A COM | $1.40万 | 0.00% | 14,550 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -84,890 | -100.0% | -$1,440.20万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A | $0 | 0.00% | 0 | -4,124 | -100.0% | -$120.70万 | 清仓 |
| WRB | BERKLEY W R CORP COM | $0 | 0.00% | 0 | -7,385 | -100.0% | -$48.90万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -1,565 | -100.0% | -$35.30万 | 清仓 |
| HSY | HERSHEY CO COM | $0 | 0.00% | 0 | -989 | -100.0% | -$20.50万 | 清仓 |
| BX | BLACKSTONE INC COM | $0 | 0.00% | 0 | -1,784 | -100.0% | -$20.50万 | 清仓 |
| — | ECOSPHERE TECHNOLOGIES INC COM | $0 | 0.00% | 10,500 | 0 | 0.0% | — | 不变 |