CULLINAN ASSOCIATES INC
LOUISVILLE KY · SEC CIK 0001161670
$13.23亿2026Q2 申报市值
204持仓数
39.7%前十大占比 · 第一大 8.4%
7 / 11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+$2,878.30万
GOOG 加仓+$783.79万
NVDA 加仓+$631.46万
AJG 新建仓+$401.75万
JPM 加仓+$294.76万
2026Q2 卖出最多 按季末市值估算
Exxon Mobil 清仓-$3,833.17万
KO 减仓-$1,462.92万
GOOGL 减仓-$699.73万
MSFT 减仓-$625.11万
AAPL 减仓-$542.87万
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 |
|---|---|---|---|---|---|---|---|---|
| PANW | Palo Alto Networks Inc | $180.74万 | 0.14% | 5,300 | -800 | -13.1% | -$27.28万 | 减仓 |
| MDLZ | Mondelez Intl | $174.08万 | 0.13% | 30,097 | 0 | 0.0% | — | 不变 |
| — | Crown Castle | $173.21万 | 0.13% | 22,872 | 0 | 0.0% | — | 不变 |
| ROP | Roper Technologies | $169.19万 | 0.13% | 5,000 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp | $168.01万 | 0.13% | 3,943 | -31 | -0.8% | -$1.32万 | 减仓 |
| PSX | Phillips 66 | $165.03万 | 0.12% | 9,762 | 123 | 1.3% | $2.08万 | 加仓 |
| UNH | UnitedHealth | $164.18万 | 0.12% | 3,950 | -204 | -4.9% | -$8.48万 | 减仓 |
| TSLA | Tesla Motors Inc | $159.83万 | 0.12% | 3,800 | 700 | 22.6% | $29.44万 | 加仓 |
| GTLB | Gitlab Inc Cl A | $143.49万 | 0.11% | 47,000 | 0 | 0.0% | — | 不变 |
| GEV | GE Vernova Inc | $140.98万 | 0.11% | 1,200 | -15 | -1.2% | -$1.76万 | 减仓 |
| BA | Boeing | $140.16万 | 0.11% | 6,475 | 0 | 0.0% | — | 不变 |
| D | Dominion Energy | $139.16万 | 0.11% | 20,378 | 0 | 0.0% | — | 不变 |
| CRM | Salesforce.com Inc | $132.06万 | 0.10% | 8,430 | -25 | -0.3% | -$3,917 | 减仓 |
| PFE | Pfizer Inc | $123.53万 | 0.09% | 51,301 | 5,200 | 11.3% | $12.52万 | 加仓 |
| NFLX | Netflix | $122.81万 | 0.09% | 17,200 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific | $115.31万 | 0.09% | 2,300 | 0 | 0.0% | — | 不变 |
| EW | Edwards Lifesciences | $113.98万 | 0.09% | 12,600 | 0 | 0.0% | — | 不变 |
| ADBE | Adobe | $112.66万 | 0.09% | 5,495 | -325 | -5.6% | -$6.66万 | 减仓 |
| SCHW | Charles Schwab Corp | $109.80万 | 0.08% | 11,900 | 0 | 0.0% | — | 不变 |
| BSX | Boston Scientific | $103.71万 | 0.08% | 24,299 | 500 | 2.1% | $2.13万 | 加仓 |
| TT | Trane Tech PLC | $98.23万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| — | Honeywell | $97.28万 | 0.07% | 4,345 | -4,045 | -48.2% | -$90.57万 | 重新持有 |
| FITB | Fifth Third Bancorp | $96.39万 | 0.07% | 17,100 | -400 | -2.3% | -$2.25万 | 减仓 |
| HONA | Honeywell Aerospace Inc | $96.06万 | 0.07% | 4,345 | 4,345 | — | $96.06万 | 新建仓 |
| A | Agilent | $92.98万 | 0.07% | 7,000 | 0 | 0.0% | — | 不变 |
| MU | Micron Technology | $92.34万 | 0.07% | 800 | 800 | — | $92.34万 | 新建仓 |
| QQQ | Invesco QQQ Tr Unit Ser 1 | $91.31万 | 0.07% | 1,240 | 0 | 0.0% | — | 不变 |
| MO | Altria Group | $90.66万 | 0.07% | 12,600 | 0 | 0.0% | — | 不变 |
| GD | General Dynamics | $90.26万 | 0.07% | 2,548 | 48 | 1.9% | $1.70万 | 加仓 |
| HOOD | Robinhood Markets Inc | $89.25万 | 0.07% | 8,900 | 0 | 0.0% | — | 不变 |
| PGR | Progressive Corp | $87.38万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| NUE | Nucor Corp | $86.61万 | 0.07% | 3,888 | 0 | 0.0% | — | 不变 |
| CSX | CSX Corp | $83.65万 | 0.06% | 17,600 | 0 | 0.0% | — | 不变 |
| PCOR | Procore Technologies Inc | $81.24万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| AZN | AstraZeneca PLC | $76.09万 | 0.06% | 4,013 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Group | $75.43万 | 0.06% | 6,410 | 0 | 0.0% | — | 不变 |
| NVS | Novartis AG | $73.66万 | 0.06% | 4,700 | 0 | 0.0% | — | 不变 |
| LNC | Lincoln National Corporation | $73.53万 | 0.06% | 20,800 | 0 | 0.0% | — | 不变 |
| TTWO | Take Two | $72.49万 | 0.05% | 2,900 | 0 | 0.0% | — | 不变 |
| GPC | Genuine Parts Company | $69.61万 | 0.05% | 5,900 | 0 | 0.0% | — | 不变 |
| ROST | Ross Stores | $69.54万 | 0.05% | 3,267 | 0 | 0.0% | — | 不变 |
| EFX | Equifax Inc | $67.46万 | 0.05% | 4,250 | 0 | 0.0% | — | 不变 |
| PNC | PNC Finl | $67.09万 | 0.05% | 2,725 | 0 | 0.0% | — | 不变 |
| — | Quantum Scape Corp | $64.94万 | 0.05% | 85,900 | 0 | 0.0% | — | 不变 |
| HUM | Humana | $63.56万 | 0.05% | 1,600 | 0 | 0.0% | — | 不变 |
| BIDU | Baidu Inc | $61.72万 | 0.05% | 5,400 | 0 | 0.0% | — | 不变 |
| ROK | Rockwell | $59.41万 | 0.04% | 1,200 | 0 | 0.0% | — | 不变 |
| MPC | Marathon Petroleum Corp | $57.78万 | 0.04% | 2,260 | -100 | -4.2% | -$2.56万 | 减仓 |
| MCHP | Microchip | $56.54万 | 0.04% | 6,200 | 0 | 0.0% | — | 不变 |
| KEYS | Keysight Technologies | $56.01万 | 0.04% | 1,600 | 0 | 0.0% | — | 不变 |
| HII | Huntington Ingalls Industries | $55.98万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M Company | $55.05万 | 0.04% | 3,400 | 0 | 0.0% | — | 不变 |
| VZ | Verizon Communications Inc | $53.78万 | 0.04% | 12,701 | 101 | 0.8% | $4,276 | 加仓 |
| NOW | ServiceNow | $49.64万 | 0.04% | 5,000 | -4,000 | -44.4% | -$39.71万 | 减仓 |
| PAGP | Plains GP Holdings | $48.54万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences | $48.53万 | 0.04% | 3,841 | -445 | -10.4% | -$5.62万 | 减仓 |
| VTWG | Vanguard Russ 2000 Growth ETF | $47.84万 | 0.04% | 1,663 | 256 | 18.2% | $7.36万 | 加仓 |
| WELL | Welltower Inc | $46.87万 | 0.04% | 2,065 | -210 | -9.2% | -$4.77万 | 减仓 |
| VLO | Valero Energy | $44.27万 | 0.03% | 1,700 | 0 | 0.0% | — | 不变 |
| VUG | Vanguard Index Funds Growth ET | $43.00万 | 0.03% | 4,992 | 810 | 19.4% | $6.98万 | 加仓 |
| INTU | Intuit | $42.67万 | 0.03% | 1,635 | 0 | 0.0% | — | 不变 |
| CTVA | Corteva Inc | $42.41万 | 0.03% | 5,007 | -1,060 | -17.5% | -$8.98万 | 减仓 |
| KMB | Kimberly-Clark | $41.71万 | 0.03% | 3,800 | 0 | 0.0% | — | 不变 |
| VRSK | Verisk Analytics, Inc. | $41.65万 | 0.03% | 2,320 | 0 | 0.0% | — | 不变 |
| DLR | Digital Realty Trust | $41.64万 | 0.03% | 2,319 | 0 | 0.0% | — | 不变 |
| VONG | Vanguard Russ 1000 Growth | $41.63万 | 0.03% | 3,257 | 540 | 19.9% | $6.90万 | 加仓 |
| NVO | Novo Nordisk ADR | $41.59万 | 0.03% | 8,675 | 0 | 0.0% | — | 不变 |
| IVW | iShare S&P 500 Growth ETF | $41.32万 | 0.03% | 3,004 | 3,004 | — | $41.32万 | 新建仓 |
| LDOS | Leidos Holdings Inc. | $41.19万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| BLK | Blackrock Inc | $40.67万 | 0.03% | 423 | 13 | 3.2% | $1.25万 | 加仓 |
| KMI | Kinder Morgan | $40.28万 | 0.03% | 12,600 | 12,600 | — | $40.28万 | 新建仓 |
| FULT | Fulton Financial | $40.16万 | 0.03% | 16,600 | 0 | 0.0% | — | 不变 |
| SHEL | Shell PLC | $39.55万 | 0.03% | 5,100 | 0 | 0.0% | — | 不变 |
| ACN | Accenture PLC | $39.03万 | 0.03% | 3,137 | 632 | 25.2% | $7.86万 | 加仓 |
| SAIC | Science Applications Intl Corp | $38.64万 | 0.03% | 3,500 | 0 | 0.0% | — | 不变 |
| PODD | Insulet Corp | $38.06万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| CARG | CarGurus Inc | $36.82万 | 0.03% | 10,800 | 0 | 0.0% | — | 不变 |
| APP | Applovin Corp | $36.07万 | 0.03% | 700 | -612 | -46.6% | -$31.53万 | 减仓 |
| COIN | Coinbase Global Inc. | $35.45万 | 0.03% | 2,425 | 0 | 0.0% | — | 不变 |
| — | Aptiv PLC | $34.99万 | 0.03% | 5,700 | 0 | 0.0% | — | 不变 |
| VMC | Vulcan Materials | $32.45万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| CEG | Constl. Energy Corporation | $32.29万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |
| NKE | Nike Inc Cl B | $32.06万 | 0.02% | 7,810 | -510 | -6.1% | -$2.09万 | 减仓 |
| CB | Chubb Limited | $31.76万 | 0.02% | 932 | 50 | 5.7% | $1.70万 | 加仓 |
| DASH | Doordash Inc | $31.19万 | 0.02% | 1,690 | -135 | -7.4% | -$2.49万 | 减仓 |
| TROW | T Rowe Price Grp Inc | $29.56万 | 0.02% | 2,600 | 0 | 0.0% | — | 不变 |
| IR | Ingersoll-Rand PLC | $29.52万 | 0.02% | 3,601 | 0 | 0.0% | — | 不变 |
| MKC | McCormick & Company | $29.24万 | 0.02% | 5,800 | 0 | 0.0% | — | 不变 |
| VTWV | Vanguard Russ 2000 Value Index | $28.94万 | 0.02% | 1,481 | 216 | 17.1% | $4.22万 | 加仓 |
| TEAM | Atlassian Corp CL A | $28.78万 | 0.02% | 3,700 | -5,358 | -59.2% | -$41.68万 | 减仓 |
| ALL | Allstate Corp | $28.55万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| BP | BP PLC ADS | $28.08万 | 0.02% | 7,600 | 0 | 0.0% | — | 不变 |
| AXON | Axon Enterprise Inc | $28.03万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| MSI | Motorola Solutions, Inc. | $26.99万 | 0.02% | 650 | 135 | 26.2% | $5.61万 | 加仓 |
| FIS | Fidelity Nationl | $26.34万 | 0.02% | 6,775 | 0 | 0.0% | — | 不变 |
| LIN | Linde PLC | $24.34万 | 0.02% | 469 | 35 | 8.1% | $1.82万 | 加仓 |
| ET | Energy Transfer LP | $23.52万 | 0.02% | 12,300 | 0 | 0.0% | — | 不变 |
| FDX | FedEx | $23.48万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| DHR | Danaher Corp | $22.86万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| BAX | Baxter Intl | $22.81万 | 0.02% | 10,700 | -2,500 | -18.9% | -$5.33万 | 减仓 |