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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | $2,642.00万 | 4.81% | 71,373 | -1,237 | -1.7% | -$45.79万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2,433.50万 | 4.43% | 84,833 | -3,258 | -3.7% | -$93.46万 | 减仓 |
| AAPL | APPLE INC COM | $2,422.60万 | 4.41% | 95,460 | -5,128 | -5.1% | -$130.14万 | 减仓 |
| GLW | CORNING INC COM | $2,199.90万 | 4.00% | 161,795 | -22,024 | -12.0% | -$299.46万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,093.70万 | 3.81% | 71,178 | -1,867 | -2.6% | -$54.92万 | 减仓 |
| TJX | TJX COS INC NEW COM | $1,908.60万 | 3.47% | 119,513 | -4,591 | -3.7% | -$73.32万 | 减仓 |
| CAT | CATERPILLAR INC COM | $1,697.20万 | 3.09% | 23,957 | -744 | -3.0% | -$52.71万 | 减仓 |
| — | EXXON MOBIL CORP COM | $1,440.20万 | 2.62% | 84,890 | -1,242 | -1.4% | -$21.07万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1,425.20万 | 2.59% | 68,432 | -1,046 | -1.5% | -$21.78万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $1,358.80万 | 2.47% | 65,676 | -1,021 | -1.5% | -$21.12万 | 减仓 |
| RTX | RTX CORPORATION COM | $1,347.70万 | 2.45% | 69,868 | -1,595 | -2.2% | -$30.77万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,325.70万 | 2.41% | 54,238 | -777 | -1.4% | -$18.99万 | 减仓 |
| MRK | MERCK & CO INC COM | $1,192.40万 | 2.17% | 99,132 | -1,133 | -1.1% | -$13.63万 | 减仓 |
| ABBV | ABBVIE INC COM | $1,177.30万 | 2.14% | 54,133 | -959 | -1.7% | -$20.86万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $1,110.50万 | 2.02% | 18,374 | -368 | -2.0% | -$22.24万 | 减仓 |
| BAC | BANK AMERICA CORP COM | $1,103.60万 | 2.01% | 226,397 | -6,200 | -2.7% | -$30.22万 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $1,088.00万 | 1.98% | 33,382 | -760 | -2.2% | -$24.77万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $1,019.00万 | 1.85% | 50,155 | -453 | -0.9% | -$9.20万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $956.90万 | 1.74% | 33,344 | -422 | -1.2% | -$12.11万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $936.50万 | 1.70% | 117,636 | -1,887 | -1.6% | -$15.02万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $936.20万 | 1.70% | 71,459 | -1,259 | -1.7% | -$16.49万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $909.50万 | 1.65% | 62,973 | -830 | -1.3% | -$11.99万 | 减仓 |
| QCOM | QUALCOMM INC COM | $866.60万 | 1.58% | 67,297 | -1,015 | -1.5% | -$13.07万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT | $852.90万 | 1.55% | 25,239 | -406 | -1.6% | -$13.72万 | 减仓 |
| TGT | TARGET CORP COM | $780.00万 | 1.42% | 64,360 | -1,441 | -2.2% | -$17.46万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $714.10万 | 1.30% | 39,630 | -811 | -2.0% | -$14.61万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $676.20万 | 1.23% | 65,869 | -620 | -0.9% | -$6.36万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $655.60万 | 1.19% | 39,652 | -897 | -2.2% | -$14.83万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $646.90万 | 1.18% | 32,861 | -633 | -1.9% | -$12.46万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS C | $635.40万 | 1.16% | 26,218 | -215 | -0.8% | -$5.21万 | 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 |
| MDLZ | MONDELEZ INTL INC CL A | $593.10万 | 1.08% | 102,907 | -2,626 | -2.5% | -$15.13万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $556.40万 | 1.01% | 64,213 | -1,153 | -1.8% | -$9.99万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $553.60万 | 1.01% | 42,285 | -357 | -0.8% | -$4.67万 | 减仓 |
| LLY | ELI LILLY & CO COM | $534.80万 | 0.97% | 5,815 | -74 | -1.3% | -$6.81万 | 减仓 |
| ZTS | ZOETIS INC CL A | $533.00万 | 0.97% | 45,091 | -911 | -2.0% | -$10.77万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $526.90万 | 0.96% | 27,795 | -120 | -0.4% | -$2.27万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $507.20万 | 0.92% | 90,085 | -1,415 | -1.5% | -$7.97万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $489.90万 | 0.89% | 7,501 | 238 | 3.3% | $15.54万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $474.90万 | 0.86% | 48,279 | -571 | -1.2% | -$5.62万 | 减仓 |
| PEP | PEPSICO INC COM | $458.80万 | 0.83% | 29,549 | -649 | -2.1% | -$10.08万 | 减仓 |
| KO | COCA COLA CO COM | $454.10万 | 0.83% | 59,719 | -500 | -0.8% | -$3.80万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $438.10万 | 0.80% | 34,675 | -59,879 | -63.3% | -$756.54万 | 减仓 |
| MMM | 3M CO COM | $436.50万 | 0.79% | 30,059 | -342 | -1.1% | -$4.97万 | 减仓 |
| CCI | CROWN CASTLE INC COM | $414.10万 | 0.75% | 50,937 | -2,988 | -5.5% | -$24.29万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $410.20万 | 0.75% | 81,721 | -2,052 | -2.4% | -$10.30万 | 减仓 |
| DIS | DISNEY WALT CO COM | $394.30万 | 0.72% | 40,916 | -17,035 | -29.4% | -$164.16万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES INDL | $391.50万 | 0.71% | 8,454 | -217 | -2.5% | -$10.05万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $390.40万 | 0.71% | 64,370 | -458 | -0.7% | -$2.78万 | 减仓 |
| NKE | NIKE INC CL B | $363.40万 | 0.66% | 68,815 | -1,344 | -1.9% | -$7.10万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $352.80万 | 0.64% | 7,364 | 45 | 0.6% | $2.16万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $327.90万 | 0.60% | 17,977 | -207 | -1.1% | -$3.78万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $313.30万 | 0.57% | 82,800 | -246 | -0.3% | -$9,308 | 减仓 |
| CSCO | CISCO SYS INC COM | $278.50万 | 0.51% | 35,897 | -457 | -1.3% | -$3.55万 | 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 |
| INTC | INTEL CORP COM | $252.60万 | 0.46% | 57,262 | -2,112 | -3.6% | -$9.32万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION C | $224.10万 | 0.41% | 2,250 | -255 | -10.2% | -$25.40万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $196.80万 | 0.36% | 23,090 | -528 | -2.2% | -$4.50万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $192.60万 | 0.35% | 9,257 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON S | $177.00万 | 0.32% | 15,345 | -2,067 | -11.9% | -$23.84万 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $176.40万 | 0.32% | 19,495 | 642 | 3.4% | $5.81万 | 加仓 |
| SDY | SPDR SERIES TRUST STATE STREET | $165.90万 | 0.30% | 11,371 | 6 | 0.1% | $875 | 加仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $146.60万 | 0.27% | 29,071 | -1,537 | -5.0% | -$7.75万 | 减仓 |
| DE | DEERE & CO COM | $145.40万 | 0.26% | 2,582 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS VAN F | $140.80万 | 0.26% | 21,976 | 4,295 | 24.3% | $27.52万 | 加仓 |
| — | DUPONT DE NEMOURS INC COM | $138.20万 | 0.25% | 30,174 | -1,520 | -4.8% | -$6.96万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $134.40万 | 0.24% | 4,445 | -3 | -0.1% | -$907 | 减仓 |
| META | META PLATFORMS INC CL A | $127.40万 | 0.23% | 2,228 | -96 | -4.1% | -$5.49万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS | $124.70万 | 0.23% | 23,088 | 2,430 | 11.8% | $13.12万 | 加仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $123.20万 | 0.22% | 18,252 | 869 | 5.0% | $5.87万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A | $120.70万 | 0.22% | 4,124 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $118.40万 | 0.22% | 6,791 | -989 | -12.7% | -$17.24万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $112.50万 | 0.20% | 14,608 | -925 | -6.0% | -$7.12万 | 减仓 |
| SLB | SLB LIMITED COM STK | $103.20万 | 0.19% | 20,086 | -373 | -1.8% | -$1.92万 | 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 |
| SYY | SYSCO CORP COM | $100.60万 | 0.18% | 14,108 | -40 | -0.3% | -$2,852 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $91.20万 | 0.17% | 28,510 | -470 | -1.6% | -$1.50万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $87.50万 | 0.16% | 9,430 | -270 | -2.8% | -$2.51万 | 减仓 |
| WMT | WALMART INC COM | $84.40万 | 0.15% | 6,799 | -450 | -6.2% | -$5.59万 | 减仓 |
| V | VISA INC COM CL A | $83.50万 | 0.15% | 2,763 | -167 | -5.7% | -$5.05万 | 减仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $83.30万 | 0.15% | 11,944 | 670 | 5.9% | $4.67万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $72.30万 | 0.13% | 11,137 | -82 | -0.7% | -$5,323 | 减仓 |
| LOW | LOWES COS INC COM | $69.20万 | 0.13% | 2,932 | 27 | 0.9% | $6,372 | 加仓 |
| GE | GE AEROSPACE COM NEW | $68.80万 | 0.13% | 2,425 | 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 |
| IGM | ISHARES TR EXPND TEC SC ETF | $66.00万 | 0.12% | 5,575 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $61.20万 | 0.11% | 4,049 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $60.40万 | 0.11% | 6,711 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $60.30万 | 0.11% | 9,138 | -242 | -2.6% | -$1.60万 | 减仓 |
| UNP | UNION PAC CORP COM | $58.10万 | 0.11% | 2,395 | -300 | -11.1% | -$7.28万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CO | $56.90万 | 0.10% | 9,077 | -100 | -1.1% | -$6,269 | 减仓 |
| GEV | GE VERNOVA INC COM | $54.40万 | 0.10% | 623 | 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 |
| WRB | BERKLEY W R CORP COM | $48.90万 | 0.09% | 7,385 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $47.90万 | 0.09% | 803 | 803 | — | $47.90万 | 新建仓 |
| ETN | EATON CORP PLC SHS | $47.70万 | 0.09% | 1,334 | 9 | 0.7% | $3,218 | 加仓 |
| PINS | PINTEREST INC CL A | $46.30万 | 0.08% | 25,296 | 2,926 | 13.1% | $5.36万 | 加仓 |
| CSX | CSX CORP COM | $45.40万 | 0.08% | 11,072 | 132 | 1.2% | $5,413 | 加仓 |
| HD | HOME DEPOT INC COM | $44.50万 | 0.08% | 1,354 | -2 | -0.1% | -$657 | 减仓 |