HUTCHINSON CAPITAL MANAGEMENT/CA
SAN RAFAEL CA · SEC CIK 0001078246
$5.44亿2026Q1 申报市值
97持仓数
43.5%前十大占比 · 第一大 6.3%
5 / 4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
AVGO 新建仓+$1,321.73万
ZTS 加仓+$436.24万
ADBE 加仓+$255.23万
MTBA 加仓+$215.87万
AMZN 加仓+$189.42万
2026Q1 卖出最多 按季末市值估算
SBUX 减仓-$1,394.23万
GOOGL 减仓-$875.76万
DEO 清仓-$790.29万
BAC 减仓-$605.10万
DFAU 减仓-$121.63万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,432.41万 | 6.31% | 71,628 | -718 | -1.0% | -$34.41万 | 减仓 |
| GOOGL | ALPHABET INC | $3,150.28万 | 5.79% | 109,552 | -30,455 | -21.8% | -$875.76万 | 减仓 |
| AAPL | APPLE INC | $2,969.98万 | 5.46% | 117,025 | -1,755 | -1.5% | -$44.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,585.37万 | 4.75% | 69,843 | 3,046 | 4.6% | $112.75万 | 加仓 |
| — | EXXON MOBIL CORP | $2,181.68万 | 4.01% | 128,591 | -1,070 | -0.8% | -$18.15万 | 减仓 |
| BAC | BANK AMERICA CORP | $2,084.99万 | 3.83% | 427,690 | -124,124 | -22.5% | -$605.10万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2,010.53万 | 3.70% | 101,419 | -866 | -0.8% | -$17.17万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $1,877.07万 | 3.45% | 379,512 | 43,646 | 13.0% | $215.87万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $1,753.51万 | 3.22% | 137,768 | -2,780 | -2.0% | -$35.38万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,648.05万 | 3.03% | 448,326 | 776 | 0.2% | $2.85万 | 加仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $1,607.58万 | 2.95% | 258,080 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $1,559.97万 | 2.87% | 8,150 | -72 | -0.9% | -$13.78万 | 减仓 |
| WRB | BERKLEY W R CORP | $1,543.70万 | 2.84% | 232,906 | -2,072 | -0.9% | -$13.73万 | 减仓 |
| AMZN | AMAZON COM INC | $1,541.35万 | 2.83% | 74,007 | 9,095 | 14.0% | $189.42万 | 加仓 |
| HUBB | HUBBELL INC | $1,511.18万 | 2.78% | 30,794 | -447 | -1.4% | -$21.94万 | 减仓 |
| WAT | WATERS CORP | $1,398.89万 | 2.57% | 46,974 | -716 | -1.5% | -$21.32万 | 减仓 |
| VRSN | VERISIGN INC | $1,387.56万 | 2.55% | 55,869 | -1,282 | -2.2% | -$31.84万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1,359.41万 | 2.50% | 55,019 | -898 | -1.6% | -$22.19万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,338.60万 | 2.46% | 296,675 | -26,957 | -8.3% | -$121.63万 | 减仓 |
| ZTS | ZOETIS INC | $1,321.99万 | 2.43% | 111,834 | 36,904 | 49.3% | $436.24万 | 加仓 |
| AVGO | BROADCOM INC | $1,321.73万 | 2.43% | 42,704 | 42,704 | — | $1,321.73万 | 新建仓 |
| ADBE | ADOBE INC | $1,310.03万 | 2.41% | 53,893 | 10,500 | 24.2% | $255.23万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1,294.96万 | 2.38% | 70,984 | -1,040 | -1.4% | -$18.97万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,033.69万 | 1.90% | 52,130 | 430 | 0.8% | $8.53万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,028.62万 | 1.89% | 264,019 | 16,558 | 6.7% | $64.51万 | 加仓 |
| WFC | WELLS FARGO & CO | $735.31万 | 1.35% | 92,364 | -2,065 | -2.2% | -$16.44万 | 减仓 |
| NVO | NOVO-NORDISK A S | $714.52万 | 1.31% | 194,428 | -5,513 | -2.8% | -$20.26万 | 减仓 |
| DCRE | DOUBLELINE ETF TRUST | $664.18万 | 1.22% | 127,826 | 19,481 | 18.0% | $101.22万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $655.61万 | 1.20% | 168,710 | 35,193 | 26.4% | $136.76万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $617.25万 | 1.13% | 123,573 | 26,720 | 27.6% | $133.47万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $584.06万 | 1.07% | 240,649 | 71,335 | 42.1% | $173.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $365.95万 | 0.67% | 50,770 | 26,273 | 107.2% | $189.38万 | 加仓 |
| CVX | CHEVRON CORPORATION | $352.47万 | 0.65% | 17,036 | -7 | -0.0% | -$1,448 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $332.77万 | 0.61% | 98,278 | 9,480 | 10.7% | $32.10万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $331.87万 | 0.61% | 103,001 | 3,298 | 3.3% | $10.63万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $331.68万 | 0.61% | 97,639 | 41,408 | 73.6% | $140.66万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $302.11万 | 0.56% | 121,279 | 34,221 | 39.3% | $85.24万 | 加仓 |
| GLDM | WORLD GOLD TR | $235.78万 | 0.43% | 25,437 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $228.14万 | 0.42% | 36,531 | 1,986 | 5.7% | $12.40万 | 加仓 |
| IAU | ISHARES GOLD TR | $203.93万 | 0.37% | 23,132 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $194.56万 | 0.36% | 45,887 | 151 | 0.3% | $6,402 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $181.52万 | 0.33% | 68,214 | 7,050 | 11.5% | $18.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $170.59万 | 0.31% | 6,979 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $151.24万 | 0.28% | 7,599 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $143.01万 | 0.26% | 2,199 | -630 | -22.3% | -$40.97万 | 减仓 |
| GLW | CORNING INC | $141.76万 | 0.26% | 10,426 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $136.76万 | 0.25% | 9,468 | -467 | -4.7% | -$6.75万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $134.22万 | 0.25% | 4,563 | -300 | -6.2% | -$8.82万 | 减仓 |
| EWU | ISHARES TR | $123.86万 | 0.23% | 27,187 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $121.96万 | 0.22% | 1,224 | -2 | -0.2% | -$1,993 | 减仓 |
| UNP | UNION PAC CORP | $113.40万 | 0.21% | 4,674 | 22 | 0.5% | $5,338 | 加仓 |
| IJT | ISHARES TR | $108.03万 | 0.20% | 7,465 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $100.03万 | 0.18% | 3,487 | -116 | -3.2% | -$3.33万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $91.55万 | 0.17% | 3,777 | -4 | -0.1% | -$970 | 减仓 |
| V | VISA INC | $91.21万 | 0.17% | 3,018 | 9 | 0.3% | $2,720 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $75.08万 | 0.14% | 28,246 | 3,814 | 15.6% | $10.14万 | 加仓 |
| KO | COCA COLA CO | $71.17万 | 0.13% | 9,358 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $66.03万 | 0.12% | 932 | -53 | -5.4% | -$3.75万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $59.87万 | 0.11% | 14,570 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $54.82万 | 0.10% | 3,121 | -4 | -0.1% | -$703 | 减仓 |
| PFE | PFIZER INC | $53.14万 | 0.10% | 18,923 | -1,851 | -8.9% | -$5.20万 | 减仓 |
| GDX | VANECK ETF TRUST | $49.70万 | 0.09% | 5,416 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $48.70万 | 0.09% | 1,357 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $48.16万 | 0.09% | 1,369 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $44.91万 | 0.08% | 2,892 | -15 | -0.5% | -$2,329 | 减仓 |
| FLOT | ISHARES TR | $44.69万 | 0.08% | 8,771 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $43.69万 | 0.08% | 475 | -1 | -0.2% | -$920 | 减仓 |
| DIS | DISNEY WALT CO | $41.82万 | 0.08% | 4,339 | -10 | -0.2% | -$964 | 减仓 |
| MCD | MCDONALDS CORP | $40.84万 | 0.08% | 1,314 | 18 | 1.4% | $5,594 | 加仓 |
| NVDA | NVIDIA CORPORATION | $38.96万 | 0.07% | 2,234 | 6 | 0.3% | $1,046 | 加仓 |
| SBUX | STARBUCKS CORP | $37.33万 | 0.07% | 4,167 | -155,620 | -97.4% | -$1,394.23万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $35.67万 | 0.07% | 597 | -668 | -52.8% | -$39.92万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $34.67万 | 0.06% | 1,999 | 1 | 0.1% | $173 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $33.47万 | 0.06% | 4,537 | 38 | 0.8% | $2,804 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $33.03万 | 0.06% | 13,966 | 3,998 | 40.1% | $9.46万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $32.62万 | 0.06% | 6,398 | 1,957 | 44.1% | $9.98万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $31.60万 | 0.06% | 3,689 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $31.29万 | 0.06% | 951 | -125 | -11.6% | -$4.11万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $29.98万 | 0.06% | 6,612 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $28.74万 | 0.05% | 806 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $28.09万 | 0.05% | 2,335 | 31 | 1.3% | $3,729 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $27.37万 | 0.05% | 2,965 | 10 | 0.3% | $923 | 加仓 |
| INFL | LISTED FDS TR | $26.03万 | 0.05% | 5,000 | 5,000 | — | $26.03万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $25.87万 | 0.05% | 10,451 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $25.63万 | 0.05% | 1,407 | 1,407 | — | $25.63万 | 新建仓 |
| META | META PLATFORMS INC | $25.06万 | 0.05% | 438 | -9 | -2.0% | -$5,149 | 减仓 |
| RSG | REPUBLIC SVCS INC | $24.25万 | 0.04% | 1,107 | 20 | 1.8% | $4,380 | 加仓 |
| BX | BLACKSTONE INC | $24.23万 | 0.04% | 2,107 | -1 | -0.0% | -$115 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.35万 | 0.04% | 691 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $23.00万 | 0.04% | 4,700 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $22.41万 | 0.04% | 1,889 | -25 | -1.3% | -$2,966 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.95万 | 0.04% | 3,618 | 3,618 | — | $21.95万 | 新建仓 |
| YUM | YUM BRANDS INC | $21.72万 | 0.04% | 1,397 | 23 | 1.7% | $3,576 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $21.41万 | 0.04% | 1,295 | 26 | 2.0% | $4,299 | 加仓 |
| GLD | SPDR GOLD TR | $20.87万 | 0.04% | 485 | 485 | — | $20.87万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.69万 | 0.04% | 414 | 17 | 4.3% | $8,494 | 加仓 |
| — | AEMETIS INC | $4.98万 | 0.01% | 15,600 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -91,607 | -100.0% | -$790.29万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -574 | -100.0% | -$21.24万 | 清仓 |