HUTCHINSON CAPITAL MANAGEMENT/CA
SAN RAFAEL CA · SEC CIK 0001078246
$5.84亿2026Q2 申报市值
108持仓数
42.0%前十大占比 · 第一大 6.1%
13 / 4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
MA 加仓+$1,182.00万
HON 新建仓+$535.65万
HONA 新建仓+$528.89万
EXXON MOBIL CORP 加仓+$153.52万
DIMENSIONAL ETF 加仓+$123.81万
2026Q2 卖出最多 按季末市值估算
BAC 减仓-$807.61万
GOOGL 减仓-$741.97万
COF 减仓-$538.48万
MKL 减仓-$520.67万
UNP 清仓-$113.40万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,583.24万 | 6.14% | 71,609 | -19 | -0.0% | -$9,507 | 减仓 |
| AAPL | APPLE INC | $3,490.30万 | 5.98% | 120,621 | 3,596 | 3.1% | $104.05万 | 加仓 |
| GOOGL | ALPHABET INC | $3,173.09万 | 5.44% | 88,790 | -20,762 | -19.0% | -$741.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,626.50万 | 4.50% | 70,412 | 569 | 0.8% | $21.22万 | 加仓 |
| PGR | PROGRESSIVE CORP | $2,204.53万 | 3.78% | 100,917 | -502 | -0.5% | -$10.97万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $1,972.33万 | 3.38% | 401,942 | 22,430 | 5.9% | $110.06万 | 加仓 |
| — | EXXON MOBIL CORP | $1,911.62万 | 3.28% | 139,820 | 11,229 | 8.7% | $153.52万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,884.31万 | 3.23% | 451,548 | 3,222 | 0.7% | $13.45万 | 加仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $1,861.75万 | 3.19% | 259,080 | 1,000 | 0.4% | $7.19万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $1,788.10万 | 3.06% | 141,913 | 4,145 | 3.0% | $52.23万 | 加仓 |
| AMZN | AMAZON COM INC | $1,761.19万 | 3.02% | 73,894 | -113 | -0.2% | -$2.69万 | 减仓 |
| WAT | WATERS CORP | $1,739.47万 | 2.98% | 46,381 | -593 | -1.3% | -$22.24万 | 减仓 |
| AVGO | BROADCOM INC | $1,641.02万 | 2.81% | 43,442 | 738 | 1.7% | $27.88万 | 加仓 |
| WRB | BERKLEY W R CORP | $1,635.44万 | 2.80% | 231,879 | -1,027 | -0.4% | -$7.24万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,629.37万 | 2.79% | 285,955 | -141,735 | -33.1% | -$807.61万 | 减仓 |
| HUBB | HUBBELL INC | $1,608.63万 | 2.76% | 30,746 | -48 | -0.2% | -$2.51万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,560.67万 | 2.67% | 301,928 | 5,253 | 1.8% | $27.15万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,421.67万 | 2.44% | 54,587 | -432 | -0.8% | -$11.25万 | 减仓 |
| VRSN | VERISIGN INC | $1,397.59万 | 2.39% | 55,557 | -312 | -0.6% | -$7.85万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,203.26万 | 2.06% | 23,428 | 23,014 | 5,558.9% | $1,182.00万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,163.44万 | 1.99% | 282,045 | 18,026 | 6.8% | $74.36万 | 加仓 |
| MKL | MARKEL GROUP INC | $1,071.03万 | 1.83% | 5,484 | -2,666 | -32.7% | -$520.67万 | 减仓 |
| ADBE | ADOBE INC | $1,063.77万 | 1.82% | 51,886 | -2,007 | -3.7% | -$41.15万 | 减仓 |
| NVO | NOVO-NORDISK A S | $901.20万 | 1.54% | 187,985 | -6,443 | -3.3% | -$30.89万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $885.60万 | 1.52% | 44,143 | -26,841 | -37.8% | -$538.48万 | 减仓 |
| ZTS | ZOETIS INC | $778.56万 | 1.33% | 108,344 | -3,490 | -3.1% | -$25.08万 | 减仓 |
| WFC | WELLS FARGO & CO | $763.52万 | 1.31% | 92,391 | 27 | 0.0% | $2,231 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $731.13万 | 1.25% | 164,817 | -3,893 | -2.3% | -$17.27万 | 减仓 |
| DCRE | DOUBLELINE ETF TRUST | $699.40万 | 1.20% | 135,006 | 7,180 | 5.6% | $37.20万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $681.46万 | 1.17% | 135,668 | 12,095 | 9.8% | $60.75万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $623.71万 | 1.07% | 50,121 | -2,009 | -3.9% | -$25.00万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $613.04万 | 1.05% | 253,954 | 13,305 | 5.5% | $32.12万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $540.02万 | 0.93% | 65,872 | 15,102 | 29.7% | $123.81万 | 加仓 |
| HON | HONEYWELL INTL INC | $535.65万 | 0.92% | 23,924 | 23,924 | — | $535.65万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $528.89万 | 0.91% | 23,923 | 23,923 | — | $528.89万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $413.36万 | 0.71% | 102,801 | 4,523 | 4.6% | $18.19万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $412.37万 | 0.71% | 111,936 | 14,297 | 14.6% | $52.67万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $401.52万 | 0.69% | 162,823 | 41,544 | 34.3% | $102.45万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $363.85万 | 0.62% | 106,622 | 3,621 | 3.5% | $12.36万 | 加仓 |
| CVX | CHEVRON CORPORATION | $307.34万 | 0.53% | 18,541 | 1,505 | 8.8% | $24.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $282.00万 | 0.48% | 40,343 | 3,812 | 10.4% | $26.65万 | 加仓 |
| GLW | CORNING INC | $264.86万 | 0.45% | 10,369 | -57 | -0.5% | -$1.46万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $206.95万 | 0.35% | 45,887 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $195.73万 | 0.34% | 73,860 | 5,646 | 8.3% | $14.96万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $176.23万 | 0.30% | 6,939 | -40 | -0.6% | -$1.02万 | 减仓 |
| IAU | ISHARES GOLD TR | $174.67万 | 0.30% | 23,132 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $167.79万 | 0.29% | 7,751 | 152 | 2.0% | $3.29万 | 加仓 |
| GLDM | WORLD GOLD TR | $161.56万 | 0.28% | 20,343 | -5,094 | -20.0% | -$40.46万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $151.54万 | 0.26% | 4,630 | 67 | 1.5% | $2.19万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $149.88万 | 0.26% | 2,007 | -192 | -8.7% | -$14.34万 | 减仓 |
| GOOG | ALPHABET INC | $135.54万 | 0.23% | 3,836 | 349 | 10.0% | $12.33万 | 加仓 |
| IJT | ISHARES TR | $133.32万 | 0.23% | 7,465 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $125.44万 | 0.21% | 27,187 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $121.33万 | 0.21% | 1,297 | 73 | 6.0% | $6.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $117.73万 | 0.20% | 5,884 | 3,650 | 163.4% | $73.03万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $112.29万 | 0.19% | 3,993 | 216 | 5.7% | $6.07万 | 加仓 |
| V | VISA INC | $104.05万 | 0.18% | 3,033 | 15 | 0.5% | $5,146 | 加仓 |
| CAT | CATERPILLAR INC | $96.37万 | 0.17% | 905 | -27 | -2.9% | -$2.88万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $88.27万 | 0.15% | 30,471 | 2,225 | 7.9% | $6.45万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $81.12万 | 0.14% | 5,532 | -3,936 | -41.6% | -$57.72万 | 减仓 |
| KO | COCA COLA CO | $76.37万 | 0.13% | 9,397 | 39 | 0.4% | $3,170 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $67.94万 | 0.12% | 14,570 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $66.44万 | 0.11% | 1,342 | -15 | -1.1% | -$7,426 | 减仓 |
| LLY | ELI LILLY & CO | $63.69万 | 0.11% | 531 | 56 | 11.8% | $6.72万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $59.33万 | 0.10% | 514 | 514 | — | $59.33万 | 新建仓 |
| VEEV | VEEVA SYS INC | $58.72万 | 0.10% | 3,309 | 188 | 6.0% | $3.34万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $58.72万 | 0.10% | 855 | 258 | 43.2% | $17.72万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $50.67万 | 0.09% | 9,541 | 9,541 | — | $50.67万 | 新建仓 |
| AMGN | AMGEN INC | $49.64万 | 0.09% | 1,371 | 2 | 0.1% | $724 | 加仓 |
| HD | HOME DEPOT INC | $48.82万 | 0.08% | 1,384 | 433 | 45.5% | $15.27万 | 加仓 |
| PEP | PEPSICO INC | $46.09万 | 0.08% | 3,404 | 512 | 17.7% | $6.93万 | 加仓 |
| PFE | PFIZER INC | $45.57万 | 0.08% | 18,926 | 3 | 0.0% | $72 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $44.15万 | 0.08% | 3,949 | 260 | 7.0% | $2.91万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $43.34万 | 0.07% | 746 | 746 | — | $43.34万 | 新建仓 |
| FLOT | ISHARES TR | $42.76万 | 0.07% | 8,376 | -395 | -4.5% | -$2.02万 | 减仓 |
| GE | GE AEROSPACE | $41.37万 | 0.07% | 1,107 | 353 | 46.8% | $13.19万 | 重新持有 |
| GDX | VANECK ETF TRUST | $40.86万 | 0.07% | 5,416 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $40.38万 | 0.07% | 1,494 | 180 | 13.7% | $4.87万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $37.76万 | 0.06% | 4,561 | 24 | 0.5% | $1,987 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $36.54万 | 0.06% | 13,966 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $35.37万 | 0.06% | 4,894 | 4,894 | — | $35.37万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $33.52万 | 0.06% | 2,011 | 12 | 0.6% | $2,000 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $33.03万 | 0.06% | 6,789 | 177 | 2.7% | $8,611 | 加仓 |
| IWB | ISHARES TR | $33.01万 | 0.06% | 806 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $32.67万 | 0.06% | 580 | 142 | 32.4% | $8.00万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $32.63万 | 0.06% | 6,398 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.54万 | 0.06% | 5,647 | 2,029 | 56.1% | $11.69万 | 加仓 |
| DIS | DISNEY WALT CO | $31.16万 | 0.05% | 3,237 | -1,102 | -25.4% | -$10.61万 | 减仓 |
| MRK | MERCK & CO INC | $29.79万 | 0.05% | 2,318 | -17 | -0.7% | -$2,184 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $28.95万 | 0.05% | 10,451 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $27.50万 | 0.05% | 1,902 | 13 | 0.7% | $1,880 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $27.47万 | 0.05% | 2,983 | 18 | 0.6% | $1,658 | 加仓 |
| KLAC | KLA CORP | $27.15万 | 0.05% | 900 | 900 | — | $27.15万 | 新建仓 |
| GEV | GE VERNOVA INC | $27.02万 | 0.05% | 230 | 230 | — | $27.02万 | 新建仓 |
| INFL | LISTED FDS TR | $24.94万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $24.80万 | 0.04% | 4,700 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $24.79万 | 0.04% | 2,107 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $23.95万 | 0.04% | 1,417 | 10 | 0.7% | $1,691 | 加仓 |
| RSG | REPUBLIC SVCS INC | $23.65万 | 0.04% | 1,110 | 3 | 0.3% | $639 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $23.54万 | 0.04% | 1,301 | 6 | 0.5% | $1,085 | 加仓 |