VAN STRUM & TOWNE INC.
SAN FRANCISCO CA · SEC CIK 0001080173
$3.43亿2026Q1 申报市值
111持仓数
41.1%前十大占比 · 第一大 7.2%
4 / 7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
VTIP 加仓+$432.65万
VCSH 加仓+$217.27万
PANW 加仓+$193.79万
SCHJ 加仓+$85.67万
VXUS 加仓+$80.78万
2026Q1 卖出最多 按季末市值估算
SPLB 清仓-$602.75万
SLB 减仓-$191.74万
LQD 清仓-$118.67万
SCHQ 清仓-$109.94万
BRK/A 清仓-$75.48万
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 |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | $2,482.64万 | 7.25% | 497,026 | 86,616 | 21.1% | $432.65万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,906.60万 | 5.57% | 51,506 | -1,080 | -2.1% | -$39.98万 | 减仓 |
| GOOGL | ALPHABET INC | $1,636.88万 | 4.78% | 56,923 | -1,115 | -1.9% | -$32.06万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,368.59万 | 4.00% | 172,649 | 27,409 | 18.9% | $217.27万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,205.22万 | 3.52% | 20,169 | -173 | -0.9% | -$10.34万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $1,153.22万 | 3.37% | 508,475 | 13,122 | 2.6% | $29.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,111.25万 | 3.24% | 37,777 | -458 | -1.2% | -$13.47万 | 减仓 |
| AMGN | AMGEN INC | $1,101.18万 | 3.21% | 31,297 | -693 | -2.2% | -$24.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,092.70万 | 3.19% | 44,702 | -280 | -0.6% | -$6.84万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,006.27万 | 2.94% | 49,526 | 508 | 1.0% | $10.32万 | 加仓 |
| ECL | ECOLAB INC | $866.40万 | 2.53% | 32,569 | -628 | -1.9% | -$16.71万 | 减仓 |
| ABBV | ABBVIE INC | $840.02万 | 2.45% | 38,623 | -270 | -0.7% | -$5.87万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $800.57万 | 2.34% | 96,746 | 2,151 | 2.3% | $17.80万 | 加仓 |
| — | EXXON MOBIL CORP | $772.12万 | 2.25% | 45,510 | -237 | -0.5% | -$4.02万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $746.70万 | 2.18% | 30,806 | -210 | -0.7% | -$5.09万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $729.86万 | 2.13% | 50,530 | -1,386 | -2.7% | -$20.02万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $698.23万 | 2.04% | 21,765 | 3 | 0.0% | $962 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $668.76万 | 1.95% | 260,829 | 17,858 | 7.3% | $45.79万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $636.57万 | 1.86% | 103,913 | -1,233 | -1.2% | -$7.55万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $628.69万 | 1.84% | 236,262 | 3,915 | 1.7% | $10.42万 | 加仓 |
| EMR | EMERSON ELEC CO | $623.38万 | 1.82% | 47,579 | -236 | -0.5% | -$3.09万 | 减仓 |
| PEP | PEPSICO INC | $622.01万 | 1.82% | 40,055 | -587 | -1.4% | -$9.12万 | 减仓 |
| LLY | ELI LILLY & CO | $556.55万 | 1.62% | 6,051 | -408 | -6.3% | -$37.53万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $525.53万 | 1.53% | 212,550 | 34,649 | 19.5% | $85.67万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $510.08万 | 1.49% | 66,149 | 10,476 | 18.8% | $80.78万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $506.92万 | 1.48% | 27,787 | -164 | -0.6% | -$2.99万 | 减仓 |
| DIS | DISNEY WALT CO | $482.45万 | 1.41% | 50,057 | -416 | -0.8% | -$4.01万 | 减仓 |
| CRM | SALESFORCE INC | $455.29万 | 1.33% | 24,390 | 30 | 0.1% | $5,600 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $415.89万 | 1.21% | 76,946 | 4,116 | 5.7% | $22.25万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $395.14万 | 1.15% | 24,647 | 12,088 | 96.2% | $193.79万 | 加仓 |
| CVX | CHEVRON CORPORATION | $381.60万 | 1.11% | 18,443 | 19 | 0.1% | $3,931 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $302.18万 | 0.88% | 9,990 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $300.27万 | 0.88% | 6,883 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $300.21万 | 0.88% | 23,312 | -425 | -1.8% | -$5.47万 | 减仓 |
| STIP | ISHARES TR | $296.40万 | 0.87% | 28,657 | 2,475 | 9.5% | $25.60万 | 加仓 |
| RTX | RTX CORPORATION | $278.37万 | 0.81% | 14,431 | -308 | -2.1% | -$5.94万 | 减仓 |
| CAT | CATERPILLAR INC | $270.99万 | 0.79% | 3,825 | -85 | -2.2% | -$6.02万 | 减仓 |
| AVGO | BROADCOM INC | $269.34万 | 0.79% | 8,702 | 340 | 4.1% | $10.52万 | 加仓 |
| HPQ | HP INC | $260.90万 | 0.76% | 135,813 | -121 | -0.1% | -$2,324 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $248.75万 | 0.73% | 5,191 | 1,500 | 40.6% | $71.88万 | 加仓 |
| GE | GE AEROSPACE | $245.57万 | 0.72% | 8,654 | -41 | -0.5% | -$1.16万 | 减仓 |
| PFE | PFIZER INC | $238.80万 | 0.70% | 85,044 | -400 | -0.5% | -$1.12万 | 减仓 |
| TXN | TEXAS INSTRS INC | $225.59万 | 0.66% | 11,620 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $221.33万 | 0.65% | 10,627 | 931 | 9.6% | $19.39万 | 加仓 |
| IVV | ISHARES TR | $219.49万 | 0.64% | 3,361 | -460 | -12.0% | -$30.04万 | 减仓 |
| GEV | GE VERNOVA INC | $195.44万 | 0.57% | 2,239 | 14 | 0.6% | $1.22万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $168.64万 | 0.49% | 3,375 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $159.90万 | 0.47% | 13,293 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $150.77万 | 0.44% | 49,433 | 5,755 | 13.2% | $17.55万 | 加仓 |
| AAPL | APPLE INC | $116.79万 | 0.34% | 4,602 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $108.10万 | 0.32% | 3,305 | -275 | -7.7% | -$8.99万 | 减仓 |
| LOW | LOWES COS INC | $107.27万 | 0.31% | 4,540 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $99.42万 | 0.29% | 16,392 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $88.30万 | 0.26% | 3,078 | -120 | -3.8% | -$3.44万 | 减仓 |
| WMT | WALMART INC | $83.78万 | 0.24% | 6,741 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $79.55万 | 0.23% | 1,790 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $76.59万 | 0.22% | 9,621 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $75.80万 | 0.22% | 7,650 | 1,250 | 19.5% | $12.38万 | 加仓 |
| MCD | MCDONALDS CORP | $74.59万 | 0.22% | 2,400 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $67.88万 | 0.20% | 2,798 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $67.87万 | 0.20% | 27,245 | 2,480 | 10.0% | $6.18万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $64.46万 | 0.19% | 647 | -15 | -2.3% | -$1.49万 | 减仓 |
| INTU | INTUIT | $64.25万 | 0.19% | 1,486 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $62.91万 | 0.18% | 4,000 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $62.60万 | 0.18% | 5,277 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $59.25万 | 0.17% | 2,804 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $57.64万 | 0.17% | 2,780 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $56.70万 | 0.17% | 7,081 | -53 | -0.7% | -$4,244 | 减仓 |
| PSX | PHILLIPS 66 | $55.22万 | 0.16% | 3,031 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $53.62万 | 0.16% | 2,577 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $53.15万 | 0.16% | 5,177 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $51.09万 | 0.15% | 10,480 | 1 | 0.0% | $49 | 加仓 |
| VDC | VANGUARD WORLD FD | $48.71万 | 0.14% | 2,169 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $48.48万 | 0.14% | 3,673 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $45.78万 | 0.13% | 10,375 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $45.04万 | 0.13% | 1,853 | -300 | -13.9% | -$7.29万 | 减仓 |
| FDX | FEDEX CORP | $44.70万 | 0.13% | 1,255 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $43.70万 | 0.13% | 13,261 | 710 | 5.7% | $2.34万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $43.68万 | 0.13% | 1,572 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $41.39万 | 0.12% | 1,590 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $41.24万 | 0.12% | 1,254 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $39.88万 | 0.12% | 2,870 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $39.63万 | 0.12% | 568 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $38.51万 | 0.11% | 2,941 | 2 | 0.1% | $262 | 加仓 |
| MS | MORGAN STANLEY | $38.51万 | 0.11% | 2,340 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $38.04万 | 0.11% | 1,304 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $37.12万 | 0.11% | 3,950 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $36.23万 | 0.11% | 2,372 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $35.54万 | 0.10% | 6,800 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $35.14万 | 0.10% | 715 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $32.69万 | 0.10% | 6,361 | -37,311 | -85.4% | -$191.74万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $32.41万 | 0.09% | 1,550 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $31.50万 | 0.09% | 13,230 | -1,695 | -11.4% | -$4.04万 | 减仓 |
| MMM | 3M CO | $30.79万 | 0.09% | 2,120 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $30.38万 | 0.09% | 1,225 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $28.61万 | 0.08% | 2,050 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $27.31万 | 0.08% | 2,555 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $27.16万 | 0.08% | 3,500 | -65 | -1.8% | -$5,043 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $26.52万 | 0.08% | 430 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $26.51万 | 0.08% | 1,950 | 1,950 | — | $26.51万 | 新建仓 |