CUTLER INVESTMENT COUNSEL LLC
Jacksonville OR · SEC CIK 0001285973
$9.71亿2026Q1 申报市值
146持仓数
35.6%前十大占比 · 第一大 4.8%
8 / 5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
PSX 新建仓+$715.69万
FNDX 加仓+$114.35万
IBRX 新建仓+$76.70万
IGSB 加仓+$66.48万
SPYM 加仓+$63.08万
2026Q1 卖出最多 按季末市值估算
CAT 减仓-$661.07万
SPEM 减仓-$70.16万
NKE 减仓-$69.69万
IUSG 减仓-$69.32万
IEFA 减仓-$68.67万
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 |
|---|---|---|---|---|---|---|---|---|
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -2,406 | -100.0% | -$27.74万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,942 | -100.0% | -$24.54万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDR | IDAHO STRATEGIC RESOURCES | $0 | 0.00% | 0 | -5,000 | -100.0% | -$20.15万 | 清仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$12.29万 | 清仓 |
| — | REVIVA PHARMACEUTCLS HLDGS I | $0 | 0.00% | 0 | -33,500 | -100.0% | -$9,347 | 清仓 |
| EMXC | ISHARES INC | $20.11万 | 0.02% | 2,557 | 2,557 | — | $20.11万 | 新建仓 |
| ALK | ALASKA AIR GROUP INC | $21.00万 | 0.02% | 5,709 | -1,529 | -21.1% | -$5.62万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $21.42万 | 0.02% | 4,962 | 4,962 | — | $21.42万 | 新建仓 |
| LIT | GLOBAL X FDS | $22.10万 | 0.02% | 2,972 | 2,972 | — | $22.10万 | 新建仓 |
| AIQ | GLOBAL X FDS | $22.70万 | 0.02% | 4,864 | -384 | -7.3% | -$1.79万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $22.84万 | 0.02% | 5,139 | -141 | -2.7% | -$6,267 | 减仓 |
| COP | CONOCOPHILLIPS | $23.01万 | 0.02% | 1,743 | 1,743 | — | $23.01万 | 新建仓 |
| IEMG | ISHARES INC | $24.11万 | 0.02% | 3,456 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $24.13万 | 0.02% | 2,916 | 2,916 | — | $24.13万 | 新建仓 |
| IWF | ISHARES TR | $24.60万 | 0.03% | 577 | 89 | 18.2% | $3.79万 | 加仓 |
| KO | COCA COLA CO | $24.67万 | 0.03% | 3,221 | 44 | 1.4% | $3,369 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $25.83万 | 0.03% | 3,695 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $26.99万 | 0.03% | 2,757 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $27.16万 | 0.03% | 772 | 98 | 14.5% | $3.45万 | 加仓 |
| META | META PLATFORMS INC | $28.32万 | 0.03% | 495 | 39 | 8.6% | $2.23万 | 加仓 |
| RY | ROYAL BK CDA | $29.43万 | 0.03% | 1,819 | -16 | -0.9% | -$2,588 | 减仓 |
| IHI | ISHARES TR | $30.27万 | 0.03% | 5,673 | -120 | -2.1% | -$6,402 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $31.20万 | 0.03% | 6,266 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $31.89万 | 0.03% | 1,055 | -3 | -0.3% | -$907 | 减仓 |
| BP | BP PLC | $32.37万 | 0.03% | 6,888 | 8 | 0.1% | $376 | 加仓 |
| GVA | GRANITE CONSTR INC | $33.00万 | 0.03% | 2,750 | -900 | -24.7% | -$10.80万 | 减仓 |
| AGG | ISHARES TR | $33.12万 | 0.03% | 3,336 | 22 | 0.7% | $2,184 | 加仓 |
| ESGE | ISHARES INC | $33.95万 | 0.03% | 7,466 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $37.68万 | 0.04% | 12,355 | -2,123 | -14.7% | -$6.48万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $37.81万 | 0.04% | 633 | 23 | 3.8% | $1.37万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.02万 | 0.04% | 1,122 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $38.30万 | 0.04% | 1,763 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $38.37万 | 0.04% | 1,465 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $38.59万 | 0.04% | 1,277 | -41 | -3.1% | -$1.24万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $38.88万 | 0.04% | 1,889 | -131 | -6.5% | -$2.70万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $41.90万 | 0.04% | 9,178 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $42.31万 | 0.04% | 17,094 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $43.20万 | 0.04% | 4,296 | -32 | -0.7% | -$3,218 | 减仓 |
| ESGV | VANGUARD WORLD FD | $43.22万 | 0.04% | 3,850 | 104 | 2.8% | $1.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $44.01万 | 0.05% | 11,325 | -150 | -1.3% | -$5,829 | 减仓 |
| EMR | EMERSON ELEC CO | $45.20万 | 0.05% | 3,450 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $46.83万 | 0.05% | 4,870 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $48.98万 | 0.05% | 910 | -23 | -2.5% | -$1.24万 | 减仓 |
| CSCO | CISCO SYS INC | $51.40万 | 0.05% | 6,624 | 350 | 5.6% | $2.72万 | 加仓 |
| IJH | ISHARES TR | $52.05万 | 0.05% | 7,708 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $52.33万 | 0.05% | 7,295 | -53 | -0.7% | -$3,802 | 减仓 |
| EMB | ISHARES TR | $53.71万 | 0.06% | 5,718 | -101 | -1.7% | -$9,487 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $54.79万 | 0.06% | 6,768 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $55.64万 | 0.06% | 1,798 | 704 | 64.4% | $21.78万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $56.16万 | 0.06% | 12,238 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $57.63万 | 0.06% | 2,008 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $58.46万 | 0.06% | 2,688 | -491 | -15.4% | -$10.68万 | 减仓 |
| WAT | WATERS CORP | $61.73万 | 0.06% | 2,073 | 2,073 | — | $61.73万 | 新建仓 |
| SLV | ISHARES SILVER TR | $63.14万 | 0.07% | 9,266 | -3,020 | -24.6% | -$20.58万 | 减仓 |
| SCZ | ISHARES TR | $63.17万 | 0.07% | 8,057 | -350 | -4.2% | -$2.74万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $64.11万 | 0.07% | 4,329 | 19 | 0.4% | $2,814 | 加仓 |
| WFC | WELLS FARGO & CO | $67.01万 | 0.07% | 8,417 | 58 | 0.7% | $4,617 | 加仓 |
| SGOL | ETFS GOLD TR | $69.77万 | 0.07% | 15,636 | -950 | -5.7% | -$4.24万 | 减仓 |
| LOW | LOWES COS INC | $71.53万 | 0.07% | 3,028 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $73.22万 | 0.08% | 8,173 | -41 | -0.5% | -$3,673 | 减仓 |
| IBRX | IMMUNITYBIO INC | $76.70万 | 0.08% | 100,000 | 100,000 | — | $76.70万 | 新建仓 |
| COR | CENCORA INC | $77.00万 | 0.08% | 2,451 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $81.54万 | 0.08% | 1,895 | -616 | -24.5% | -$26.51万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $90.32万 | 0.09% | 38,896 | 2 | 0.0% | $46 | 加仓 |
| VGT | VANGUARD WORLD FD | $98.37万 | 0.10% | 1,410 | -5 | -0.4% | -$3,488 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $105.49万 | 0.11% | 21,144 | -1,800 | -7.8% | -$8.98万 | 减仓 |
| QQQ | INVESCO QQQ TR | $106.24万 | 0.11% | 1,841 | 17 | 0.9% | $9,811 | 加仓 |
| GOOGL | ALPHABET INC | $111.83万 | 0.12% | 3,889 | 413 | 11.9% | $11.88万 | 加仓 |
| TSLA | TESLA INC | $113.57万 | 0.12% | 3,055 | 154 | 5.3% | $5.72万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.15% | 2 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $145.96万 | 0.15% | 8,369 | -101 | -1.2% | -$1.76万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $146.08万 | 0.15% | 38,181 | 7,452 | 24.3% | $28.51万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $149.13万 | 0.15% | 2,287 | -193 | -7.8% | -$12.59万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $175.85万 | 0.18% | 22,183 | -1,098 | -4.7% | -$8.70万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $180.77万 | 0.19% | 8,405 | -101 | -1.2% | -$2.17万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $184.68万 | 0.19% | 72,029 | 11 | 0.0% | $282 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $192.66万 | 0.20% | 40,096 | 11,987 | 42.6% | $57.60万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $211.50万 | 0.22% | 75,944 | 41,058 | 117.7% | $114.35万 | 加仓 |
| GOOG | ALPHABET INC | $228.84万 | 0.24% | 7,977 | 502 | 6.7% | $14.40万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $243.24万 | 0.25% | 75,004 | 3,342 | 4.7% | $10.84万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $256.86万 | 0.26% | 52,495 | 4,853 | 10.2% | $23.75万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $257.75万 | 0.27% | 29,058 | 4,241 | 17.1% | $37.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $271.66万 | 0.28% | 5,669 | 116 | 2.1% | $5.56万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $274.85万 | 0.28% | 59,287 | 4,558 | 8.3% | $21.13万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $278.43万 | 0.29% | 20,129 | 863 | 4.5% | $11.94万 | 加仓 |
| AVO | MISSION PRODUCE INC | $291.37万 | 0.30% | 211,750 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $294.29万 | 0.30% | 2,953 | 22 | 0.8% | $2.19万 | 加仓 |
| AMZN | AMAZON COM INC | $301.22万 | 0.31% | 14,463 | 1,294 | 9.8% | $26.95万 | 加仓 |
| SPGI | S&P GLOBAL INC | $322.83万 | 0.33% | 7,590 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $337.99万 | 0.35% | 31,882 | -344 | -1.1% | -$3.65万 | 减仓 |
| LEN | LENNAR CORP | $362.46万 | 0.37% | 41,739 | -725 | -1.7% | -$6.30万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $363.85万 | 0.37% | 49,409 | 3,455 | 7.5% | $25.44万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $397.83万 | 0.41% | 73,605 | 999 | 1.4% | $5.40万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $405.63万 | 0.42% | 88,565 | -1,224 | -1.4% | -$5.61万 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $425.18万 | 0.44% | 98,035 | -6,061 | -5.8% | -$26.29万 | 减仓 |
| PFE | PFIZER INC | $458.03万 | 0.47% | 163,117 | -2,152 | -1.3% | -$6.04万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $481.52万 | 0.50% | 156,949 | -2,173 | -1.4% | -$6.67万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $551.94万 | 0.57% | 47,836 | -710 | -1.5% | -$8.19万 | 减仓 |
| NKE | NIKE INC | $571.14万 | 0.59% | 107,298 | -13,093 | -10.9% | -$69.69万 | 减仓 |