CUTLER INVESTMENT COUNSEL LLC
Jacksonville OR · SEC CIK 0001285973
$10.62亿2026Q2 申报市值
157持仓数
36.5%前十大占比 · 第一大 5.0%
12 / 2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
CSCO 加仓+$824.48万
NEE 加仓+$447.98万
BRK/A 加仓+$224.66万
IGSB 加仓+$150.09万
DFAX 新建仓+$139.09万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$785.82万
CAT 减仓-$734.58万
NKE 减仓-$534.46万
WAT 清仓-$61.73万
SPY 减仓-$33.53万
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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $5,273.55万 | 4.96% | 654,530 | 9,462 | 1.5% | $76.24万 | 加仓 |
| IEFA | ISHARES TR | $4,805.16万 | 4.52% | 497,532 | 6,710 | 1.4% | $64.81万 | 加仓 |
| IGSB | ISHARES TR | $4,621.13万 | 4.35% | 881,726 | 28,638 | 3.4% | $150.09万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $4,185.98万 | 3.94% | 808,417 | 6,775 | 0.8% | $35.08万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $3,962.73万 | 3.73% | 480,390 | 12,970 | 2.8% | $106.99万 | 加仓 |
| IUSG | ISHARES TR | $3,562.14万 | 3.35% | 189,385 | 1,220 | 0.6% | $22.95万 | 加仓 |
| CAT | CATERPILLAR INC | $3,293.24万 | 3.10% | 30,925 | -6,898 | -18.2% | -$734.58万 | 减仓 |
| IJR | ISHARES TR | $3,089.30万 | 2.91% | 208,300 | 2,915 | 1.4% | $43.23万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,063.78万 | 2.88% | 355,675 | 2,731 | 0.8% | $23.52万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2,962.27万 | 2.79% | 1,160,764 | 41,906 | 3.7% | $106.94万 | 加仓 |
| GOVT | ISHARES TR | $2,619.16万 | 2.47% | 1,149,762 | 37,913 | 3.4% | $86.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,508.99万 | 2.36% | 67,261 | -296 | -0.4% | -$11.04万 | 减仓 |
| WMT | WALMART INC | $2,458.78万 | 2.31% | 217,092 | -425 | -0.2% | -$4.81万 | 减仓 |
| RTX | RTX CORPORATION | $2,186.12万 | 2.06% | 115,223 | 258 | 0.2% | $4.90万 | 加仓 |
| DE | DEERE & CO | $2,054.90万 | 1.93% | 32,312 | -38 | -0.1% | -$2.42万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,723.87万 | 1.62% | 186,829 | 498 | 0.3% | $4.60万 | 加仓 |
| BLK | BLACKROCK INC | $1,685.70万 | 1.59% | 17,531 | 31 | 0.2% | $2.98万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,685.07万 | 1.59% | 56,533 | 193 | 0.3% | $5.75万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1,651.63万 | 1.55% | 77,512 | -15 | -0.0% | -$3,196 | 减仓 |
| — | EXXON MOBIL CORP | $1,633.11万 | 1.54% | 119,449 | 441 | 0.4% | $6.03万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,627.21万 | 1.53% | 185,395 | 51,040 | 38.0% | $447.98万 | 加仓 |
| HD | HOME DEPOT INC | $1,623.13万 | 1.53% | 46,023 | -182 | -0.4% | -$6.42万 | 减仓 |
| CVS | CVS HEALTH CORP | $1,550.73万 | 1.46% | 149,901 | 387 | 0.3% | $4.00万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,493.27万 | 1.41% | 45,620 | -301 | -0.7% | -$9.85万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,382.91万 | 1.30% | 157,363 | 11,581 | 7.9% | $101.77万 | 加仓 |
| MCD | MCDONALDS CORP | $1,362.59万 | 1.28% | 50,409 | 65 | 0.1% | $1.76万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $1,306.95万 | 1.23% | 204,690 | -1,257 | -0.6% | -$8.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,271.02万 | 1.20% | 50,046 | 223 | 0.4% | $5.66万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,192.38万 | 1.12% | 42,402 | 5 | 0.0% | $1,406 | 加仓 |
| MRK | MERCK & CO INC | $1,135.06万 | 1.07% | 87,765 | 134 | 0.2% | $1.73万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,094.16万 | 1.03% | 66,008 | 202 | 0.3% | $3.35万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,083.64万 | 1.02% | 44,011 | -52 | -0.1% | -$1.28万 | 减仓 |
| IVV | ISHARES TR | $1,065.98万 | 1.00% | 14,234 | 373 | 2.7% | $27.93万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,065.78万 | 1.00% | 145,301 | -118 | -0.1% | -$8,655 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $989.45万 | 0.93% | 233,690 | 181 | 0.1% | $7,664 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $987.11万 | 0.93% | 63,978 | 1,813 | 2.9% | $27.97万 | 加仓 |
| KR | KROGER CO | $970.80万 | 0.91% | 174,825 | -171 | -0.1% | -$9,496 | 减仓 |
| REET | ISHARES TR | $950.36万 | 0.89% | 344,085 | 13,284 | 4.0% | $36.69万 | 加仓 |
| MTB | M & T BK CORP | $922.09万 | 0.87% | 38,742 | -11 | -0.0% | -$2,618 | 减仓 |
| MDT | MEDTRONIC PLC | $904.40万 | 0.85% | 114,555 | -323 | -0.3% | -$2.55万 | 减仓 |
| CSCO | CISCO SYS INC | $902.28万 | 0.85% | 76,816 | 70,192 | 1,059.7% | $824.48万 | 加仓 |
| EMLC | VANECK ETF TRUST | $872.52万 | 0.82% | 341,363 | 8,225 | 2.5% | $21.02万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $867.65万 | 0.82% | 59,169 | -359 | -0.6% | -$5.26万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $791.23万 | 0.74% | 218,995 | 17,195 | 8.5% | $62.13万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $788.42万 | 0.74% | 102,792 | 11,574 | 12.7% | $88.77万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $781.87万 | 0.74% | 47,876 | 40 | 0.1% | $6,532 | 加仓 |
| PEP | PEPSICO INC | $768.60万 | 0.72% | 56,765 | 201 | 0.4% | $2.72万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $766.32万 | 0.72% | 107,554 | 11,123 | 11.5% | $79.25万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $757.47万 | 0.71% | 34,757 | 1,282 | 3.8% | $27.94万 | 加仓 |
| EFAV | ISHARES TR | $704.00万 | 0.66% | 80,264 | -669 | -0.8% | -$5.87万 | 减仓 |
| AAPL | APPLE INC | $696.64万 | 0.66% | 24,075 | -159 | -0.7% | -$4.60万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $695.34万 | 0.65% | 18,791 | -295 | -1.5% | -$10.92万 | 减仓 |
| PSX | PHILLIPS 66 | $664.06万 | 0.63% | 39,282 | -3 | -0.0% | -$507 | 减仓 |
| BDX | BECTON DICKINSON & CO | $613.81万 | 0.58% | 40,561 | -7 | -0.0% | -$1,059 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $517.70万 | 0.49% | 163,262 | 6,313 | 4.0% | $20.02万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $485.50万 | 0.46% | 81,337 | 7,732 | 10.5% | $46.15万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $435.94万 | 0.41% | 96,912 | -1,123 | -1.1% | -$5.05万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $423.67万 | 0.40% | 57,713 | 8,304 | 16.8% | $60.96万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $415.46万 | 0.39% | 30,630 | -57,935 | -65.4% | -$785.82万 | 减仓 |
| PFE | PFIZER INC | $392.76万 | 0.37% | 163,108 | -9 | -0.0% | -$217 | 减仓 |
| LEN | LENNAR CORP | $374.64万 | 0.35% | 41,401 | -338 | -0.8% | -$3.06万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.35% | 5 | 3 | 150.0% | $224.66万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $348.87万 | 0.33% | 112,177 | 36,233 | 47.7% | $112.68万 | 加仓 |
| NOBL | PROSHARES TR | $345.02万 | 0.32% | 61,435 | -2,329 | -3.7% | -$13.08万 | 减仓 |
| AMZN | AMAZON COM INC | $344.74万 | 0.32% | 14,464 | 1 | 0.0% | $238 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $343.07万 | 0.32% | 21,859 | 1,730 | 8.6% | $27.15万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $321.49万 | 0.30% | 66,204 | 6,917 | 11.7% | $33.59万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $321.32万 | 0.30% | 33,322 | 4,264 | 14.7% | $41.12万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $309.79万 | 0.29% | 81,394 | 6,390 | 8.5% | $24.32万 | 加仓 |
| SPGI | S&P GLOBAL INC | $309.11万 | 0.29% | 7,590 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $306.16万 | 0.29% | 58,028 | 5,533 | 10.5% | $29.19万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $301.28万 | 0.28% | 6,021 | 352 | 6.2% | $17.61万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $274.65万 | 0.26% | 2,936 | -17 | -0.6% | -$1.59万 | 减仓 |
| GOOG | ALPHABET INC | $263.49万 | 0.25% | 7,457 | -520 | -6.5% | -$18.37万 | 减仓 |
| AVO | MISSION PRODUCE INC | $249.65万 | 0.24% | 211,750 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $212.01万 | 0.20% | 72,039 | 10 | 0.0% | $294 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $198.82万 | 0.19% | 8,402 | -3 | -0.0% | -$710 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $197.23万 | 0.19% | 40,724 | 628 | 1.6% | $3.04万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $177.03万 | 0.17% | 22,400 | 217 | 1.0% | $1.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $163.22万 | 0.15% | 8,158 | -211 | -2.5% | -$4.22万 | 减仓 |
| SBUX | STARBUCKS CORP | $163.02万 | 0.15% | 15,952 | 7,779 | 95.2% | $79.49万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $153.55万 | 0.14% | 38,696 | 515 | 1.3% | $2.04万 | 加仓 |
| GOOGL | ALPHABET INC | $140.81万 | 0.13% | 3,940 | 51 | 1.3% | $1.82万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $139.09万 | 0.13% | 37,754 | 37,754 | — | $139.09万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $137.64万 | 0.13% | 1,839 | -448 | -19.6% | -$33.53万 | 减仓 |
| QQQ | INVESCO QQQ TR | $136.46万 | 0.13% | 1,851 | 10 | 0.5% | $7,372 | 加仓 |
| VGT | VANGUARD WORLD FD | $132.03万 | 0.12% | 11,047 | -233 | -2.1% | -$2.78万 | 减仓 |
| TSLA | TESLA INC | $128.33万 | 0.12% | 3,051 | -4 | -0.1% | -$1,682 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $106.95万 | 0.10% | 21,144 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $97.79万 | 0.09% | 111,698 | 11,698 | 11.7% | $10.24万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $89.97万 | 0.08% | 38,900 | 4 | 0.0% | $93 | 加仓 |
| GLD | SPDR GOLD TR | $73.23万 | 0.07% | 1,988 | 93 | 4.9% | $3.43万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $70.55万 | 0.07% | 4,464 | 135 | 3.1% | $2.13万 | 加仓 |
| WFC | WELLS FARGO & CO | $68.10万 | 0.06% | 8,241 | -176 | -2.1% | -$1.45万 | 减仓 |
| LOW | LOWES COS INC | $66.75万 | 0.06% | 3,028 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $65.22万 | 0.06% | 8,458 | 750 | 9.7% | $5.78万 | 加仓 |
| AVGO | BROADCOM INC | $65.09万 | 0.06% | 1,723 | -75 | -4.2% | -$2.83万 | 减仓 |
| CMI | CUMMINS INC | $64.96万 | 0.06% | 911 | 1 | 0.1% | $713 | 加仓 |
| SCZ | ISHARES TR | $64.33万 | 0.06% | 7,819 | -238 | -3.0% | -$1.96万 | 减仓 |
| COR | CENCORA INC | $63.84万 | 0.06% | 2,256 | -195 | -8.0% | -$5.52万 | 减仓 |