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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $4,631.26万 | 4.77% | 161,267 | -288 | -0.2% | -$8.27万 | 减仓 |
| IGSB | ISHARES TR | $4,483.83万 | 4.62% | 853,088 | 12,649 | 1.5% | $66.48万 | 加仓 |
| IEFA | ISHARES TR | $4,443.41万 | 4.58% | 490,822 | -7,585 | -1.5% | -$68.67万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $3,760.50万 | 3.87% | 801,642 | -14,957 | -1.8% | -$70.16万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $3,540.24万 | 3.65% | 467,420 | 2,195 | 0.5% | $16.62万 | 加仓 |
| IUSG | ISHARES TR | $2,918.62万 | 3.01% | 188,165 | -4,469 | -2.3% | -$69.32万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $2,866.51万 | 2.95% | 1,118,858 | 15,545 | 1.4% | $39.83万 | 加仓 |
| WMT | WALMART INC | $2,708.58万 | 2.79% | 217,517 | -3,821 | -1.7% | -$47.58万 | 减仓 |
| CAT | CATERPILLAR INC | $2,679.63万 | 2.76% | 37,823 | -9,331 | -19.8% | -$661.07万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,569.36万 | 2.65% | 58,824 | -709 | -1.2% | -$30.97万 | 减仓 |
| IJR | ISHARES TR | $2,553.14万 | 2.63% | 205,385 | 2,561 | 1.3% | $31.84万 | 加仓 |
| GOVT | ISHARES TR | $2,547.25万 | 2.62% | 1,111,849 | 8,911 | 0.8% | $20.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,500.77万 | 2.58% | 67,557 | -788 | -1.2% | -$29.17万 | 减仓 |
| RTX | RTX CORPORATION | $2,217.68万 | 2.28% | 114,965 | -1,373 | -1.2% | -$26.49万 | 减仓 |
| — | EXXON MOBIL CORP | $2,019.10万 | 2.08% | 119,008 | -528 | -0.4% | -$8.96万 | 减仓 |
| DE | DEERE & CO | $1,827.53万 | 1.88% | 32,350 | -441 | -1.3% | -$24.91万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,751.14万 | 1.80% | 186,331 | -1,695 | -0.9% | -$15.93万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $1,697.99万 | 1.75% | 77,527 | -1,309 | -1.7% | -$28.67万 | 减仓 |
| BLK | BLACKROCK INC | $1,682.98万 | 1.73% | 17,500 | -361 | -2.0% | -$34.72万 | 减仓 |
| MCD | MCDONALDS CORP | $1,564.65万 | 1.61% | 50,344 | -738 | -1.4% | -$22.94万 | 减仓 |
| HD | HOME DEPOT INC | $1,519.62万 | 1.56% | 46,205 | -605 | -1.3% | -$19.90万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,361.54万 | 1.40% | 65,806 | -1,932 | -2.9% | -$39.97万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,350.80万 | 1.39% | 45,921 | 15 | 0.0% | $4,412 | 加仓 |
| KR | KROGER CO | $1,266.27万 | 1.30% | 174,996 | -2,489 | -1.4% | -$18.01万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,247.89万 | 1.29% | 134,355 | -997 | -0.7% | -$9.26万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,217.87万 | 1.25% | 49,823 | -354 | -0.7% | -$8.65万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,172.22万 | 1.21% | 233,509 | -2,972 | -1.3% | -$14.92万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,115.81万 | 1.15% | 145,782 | 8,241 | 6.0% | $63.08万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,093.78万 | 1.13% | 56,340 | -671 | -1.2% | -$13.03万 | 减仓 |
| CVS | CVS HEALTH CORP | $1,073.81万 | 1.11% | 149,514 | -2,167 | -1.4% | -$15.56万 | 减仓 |
| MRK | MERCK & CO INC | $1,061.40万 | 1.09% | 87,631 | -949 | -1.1% | -$11.49万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,027.67万 | 1.06% | 42,397 | -249 | -0.6% | -$6.04万 | 减仓 |
| MDT | MEDTRONIC PLC | $1,003.57万 | 1.03% | 114,878 | -2,601 | -2.2% | -$22.72万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $962.59万 | 0.99% | 205,947 | -12,859 | -5.9% | -$60.10万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $916.90万 | 0.94% | 44,063 | -483 | -1.1% | -$10.05万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $906.30万 | 0.93% | 62,165 | 301 | 0.5% | $4.39万 | 加仓 |
| IVV | ISHARES TR | $905.40万 | 0.93% | 13,861 | 329 | 2.4% | $21.49万 | 加仓 |
| PEP | PEPSICO INC | $878.38万 | 0.90% | 56,564 | -805 | -1.4% | -$12.50万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $859.83万 | 0.89% | 59,528 | -618 | -1.0% | -$8.93万 | 减仓 |
| EMLC | VANECK ETF TRUST | $836.51万 | 0.86% | 333,138 | -3,731 | -1.1% | -$9.37万 | 减仓 |
| REET | ISHARES TR | $831.96万 | 0.86% | 330,801 | 7,160 | 2.2% | $18.01万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $818.86万 | 0.84% | 145,419 | -3,164 | -2.1% | -$17.82万 | 减仓 |
| MTB | M & T BK CORP | $801.11万 | 0.82% | 38,753 | -470 | -1.2% | -$9.72万 | 减仓 |
| EFAV | ISHARES TR | $739.49万 | 0.76% | 80,933 | -4,499 | -5.3% | -$41.11万 | 减仓 |
| PSX | PHILLIPS 66 | $715.69万 | 0.74% | 39,285 | 39,285 | — | $715.69万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $704.02万 | 0.72% | 91,218 | -84 | -0.1% | -$6,483 | 减仓 |
| VTV | VANGUARD INDEX FDS | $656.79万 | 0.68% | 33,475 | 835 | 2.6% | $16.38万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $637.85万 | 0.66% | 40,568 | -882 | -2.1% | -$13.87万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $617.93万 | 0.64% | 96,431 | 2,407 | 2.6% | $15.42万 | 加仓 |
| AAPL | APPLE INC | $615.03万 | 0.63% | 24,234 | -967 | -3.8% | -$24.54万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $612.28万 | 0.63% | 19,086 | -638 | -3.2% | -$20.47万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $586.84万 | 0.60% | 201,800 | 19,283 | 10.6% | $56.08万 | 加仓 |
| NKE | NIKE INC | $571.14万 | 0.59% | 107,298 | -13,093 | -10.9% | -$69.69万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $551.94万 | 0.57% | 47,836 | -710 | -1.5% | -$8.19万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $481.52万 | 0.50% | 156,949 | -2,173 | -1.4% | -$6.67万 | 减仓 |
| PFE | PFIZER INC | $458.03万 | 0.47% | 163,117 | -2,152 | -1.3% | -$6.04万 | 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 |
| — | DUPONT DE NEMOURS INC | $405.63万 | 0.42% | 88,565 | -1,224 | -1.4% | -$5.61万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $397.83万 | 0.41% | 73,605 | 999 | 1.4% | $5.40万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $363.85万 | 0.37% | 49,409 | 3,455 | 7.5% | $25.44万 | 加仓 |
| LEN | LENNAR CORP | $362.46万 | 0.37% | 41,739 | -725 | -1.7% | -$6.30万 | 减仓 |
| NOBL | PROSHARES TR | $337.99万 | 0.35% | 31,882 | -344 | -1.1% | -$3.65万 | 减仓 |
| SPGI | S&P GLOBAL INC | $322.83万 | 0.33% | 7,590 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $301.22万 | 0.31% | 14,463 | 1,294 | 9.8% | $26.95万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $294.29万 | 0.30% | 2,953 | 22 | 0.8% | $2.19万 | 加仓 |
| AVO | MISSION PRODUCE INC | $291.37万 | 0.30% | 211,750 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $278.43万 | 0.29% | 20,129 | 863 | 4.5% | $11.94万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $274.85万 | 0.28% | 59,287 | 4,558 | 8.3% | $21.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $271.66万 | 0.28% | 5,669 | 116 | 2.1% | $5.56万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $257.75万 | 0.27% | 29,058 | 4,241 | 17.1% | $37.62万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $256.86万 | 0.26% | 52,495 | 4,853 | 10.2% | $23.75万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $243.24万 | 0.25% | 75,004 | 3,342 | 4.7% | $10.84万 | 加仓 |
| GOOG | ALPHABET INC | $228.84万 | 0.24% | 7,977 | 502 | 6.7% | $14.40万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $211.50万 | 0.22% | 75,944 | 41,058 | 117.7% | $114.35万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $192.66万 | 0.20% | 40,096 | 11,987 | 42.6% | $57.60万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $184.68万 | 0.19% | 72,029 | 11 | 0.0% | $282 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $180.77万 | 0.19% | 8,405 | -101 | -1.2% | -$2.17万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $175.85万 | 0.18% | 22,183 | -1,098 | -4.7% | -$8.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $149.13万 | 0.15% | 2,287 | -193 | -7.8% | -$12.59万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $146.08万 | 0.15% | 38,181 | 7,452 | 24.3% | $28.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $145.96万 | 0.15% | 8,369 | -101 | -1.2% | -$1.76万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.15% | 2 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $113.57万 | 0.12% | 3,055 | 154 | 5.3% | $5.72万 | 加仓 |
| GOOGL | ALPHABET INC | $111.83万 | 0.12% | 3,889 | 413 | 11.9% | $11.88万 | 加仓 |
| QQQ | INVESCO QQQ TR | $106.24万 | 0.11% | 1,841 | 17 | 0.9% | $9,811 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $105.49万 | 0.11% | 21,144 | -1,800 | -7.8% | -$8.98万 | 减仓 |
| VGT | VANGUARD WORLD FD | $98.37万 | 0.10% | 1,410 | -5 | -0.4% | -$3,488 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $90.32万 | 0.09% | 38,896 | 2 | 0.0% | $46 | 加仓 |
| GLD | SPDR GOLD TR | $81.54万 | 0.08% | 1,895 | -616 | -24.5% | -$26.51万 | 减仓 |
| COR | CENCORA INC | $77.00万 | 0.08% | 2,451 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $76.70万 | 0.08% | 100,000 | 100,000 | — | $76.70万 | 新建仓 |
| SBUX | STARBUCKS CORP | $73.22万 | 0.08% | 8,173 | -41 | -0.5% | -$3,673 | 减仓 |
| LOW | LOWES COS INC | $71.53万 | 0.07% | 3,028 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $69.77万 | 0.07% | 15,636 | -950 | -5.7% | -$4.24万 | 减仓 |
| WFC | WELLS FARGO & CO | $67.01万 | 0.07% | 8,417 | 58 | 0.7% | $4,617 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $64.11万 | 0.07% | 4,329 | 19 | 0.4% | $2,814 | 加仓 |
| SCZ | ISHARES TR | $63.17万 | 0.07% | 8,057 | -350 | -4.2% | -$2.74万 | 减仓 |
| SLV | ISHARES SILVER TR | $63.14万 | 0.07% | 9,266 | -3,020 | -24.6% | -$20.58万 | 减仓 |
| WAT | WATERS CORP | $61.73万 | 0.06% | 2,073 | 2,073 | — | $61.73万 | 新建仓 |
| ABBV | ABBVIE INC | $58.46万 | 0.06% | 2,688 | -491 | -15.4% | -$10.68万 | 减仓 |