Stack Financial Management, Inc
WHITEFISH MT · SEC CIK 0001308685
$13.61亿2026Q1 申报市值
52持仓数
50.2%前十大占比 · 第一大 10.7%
2 / 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
SH 加仓+$4,995.95万
CCK 新建仓+$1,698.38万
UPS 加仓+$787.95万
BRK/B 加仓+$24.20万
DUK 加仓+$24.12万
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$5,806.64万
AEM 减仓-$2,298.36万
MSFT 减仓-$1,538.20万
WPM 减仓-$1,015.14万
GPC 清仓-$1,011.33万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -219,193 | -100.0% | -$5,806.64万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -82,249 | -100.0% | -$1,011.33万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -57,390 | -100.0% | -$1,007.60万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -1,046 | -100.0% | -$33.71万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,912 | -100.0% | -$21.43万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -860 | -100.0% | -$21.18万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -453 | -100.0% | -$20.37万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $22.90万 | 0.02% | 2,793 | -552 | -16.5% | -$4.53万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $23.00万 | 0.02% | 5,013 | 5,013 | — | $23.00万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $25.95万 | 0.02% | 1,770 | -495 | -21.9% | -$7.26万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $31.22万 | 0.02% | 5,096 | -754 | -12.9% | -$4.62万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $32.80万 | 0.02% | 2,028 | -408 | -16.7% | -$6.60万 | 减仓 |
| GOOG | ALPHABET INC | $37.89万 | 0.03% | 1,321 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $42.56万 | 0.03% | 1,480 | -100 | -6.3% | -$2.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $105.36万 | 0.08% | 1,620 | 316 | 24.2% | $20.55万 | 加仓 |
| GDX | VANECK ETF TRUST | $121.71万 | 0.09% | 13,263 | -984 | -6.9% | -$9.03万 | 减仓 |
| AAPL | APPLE INC | $139.25万 | 0.10% | 5,487 | -687 | -11.1% | -$17.44万 | 减仓 |
| NEM | NEWMONT CORP | $702.65万 | 0.52% | 64,910 | -46,090 | -41.5% | -$498.93万 | 减仓 |
| UNP | UNION PAC CORP | $1,214.07万 | 0.89% | 50,040 | 230 | 0.5% | $5.58万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,346.75万 | 0.99% | 66,349 | -113,231 | -63.1% | -$2,298.36万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,351.05万 | 0.99% | 93,537 | 555 | 0.6% | $8.02万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,452.13万 | 1.07% | 76,589 | 209 | 0.3% | $3.96万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,513.83万 | 1.11% | 174,706 | 1,197 | 0.7% | $10.37万 | 加仓 |
| DOV | DOVER CORP | $1,564.75万 | 1.15% | 75,066 | -1,279 | -1.7% | -$26.66万 | 减仓 |
| DTE | DTE ENERGY CO | $1,626.02万 | 1.19% | 111,204 | 946 | 0.9% | $13.83万 | 加仓 |
| AEE | AMEREN CORP | $1,688.76万 | 1.24% | 153,635 | 1,191 | 0.8% | $13.09万 | 加仓 |
| CCK | CROWN HLDGS INC | $1,698.38万 | 1.25% | 169,414 | 169,414 | — | $1,698.38万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $1,754.52万 | 1.29% | 287,391 | 116 | 0.0% | $7,082 | 加仓 |
| PEP | PEPSICO INC | $1,817.59万 | 1.34% | 117,045 | 684 | 0.6% | $10.62万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $1,913.80万 | 1.41% | 71,729 | 55 | 0.1% | $1.47万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1,916.69万 | 1.41% | 332,528 | 502 | 0.2% | $2.89万 | 加仓 |
| CI | THE CIGNA GROUP | $1,950.00万 | 1.43% | 73,102 | 318 | 0.4% | $8.48万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,977.98万 | 1.45% | 150,967 | -1,034 | -0.7% | -$13.55万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $2,155.30万 | 1.58% | 101,997 | -900 | -0.9% | -$19.02万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $2,156.54万 | 1.58% | 219,205 | 80,092 | 57.6% | $787.95万 | 加仓 |
| PCAR | PACCAR INC | $2,358.26万 | 1.73% | 204,178 | -321 | -0.2% | -$3.71万 | 减仓 |
| COP | CONOCOPHILLIPS | $2,387.19万 | 1.75% | 180,848 | -345 | -0.2% | -$4.55万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,409.30万 | 1.77% | 73,322 | 455 | 0.6% | $14.95万 | 加仓 |
| KO | COCA COLA CO | $2,416.23万 | 1.77% | 317,716 | 1,489 | 0.5% | $11.32万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2,489.87万 | 1.83% | 190,154 | 1,842 | 1.0% | $24.12万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,501.61万 | 1.84% | 102,340 | -1,549 | -1.5% | -$37.86万 | 减仓 |
| MRK | MERCK & CO INC | $2,521.84万 | 1.85% | 209,647 | -734 | -0.3% | -$8.83万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $2,578.62万 | 1.89% | 42,665 | -738 | -1.7% | -$44.60万 | 减仓 |
| T | AT&T INC | $2,754.56万 | 2.02% | 950,175 | 4,602 | 0.5% | $13.34万 | 加仓 |
| EOG | EOG RES INC | $2,841.53万 | 2.09% | 196,550 | 945 | 0.5% | $13.66万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,870.16万 | 2.11% | 309,018 | 402 | 0.1% | $3.73万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $2,888.89万 | 2.12% | 102,782 | -861 | -0.8% | -$24.20万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $3,103.64万 | 2.28% | 719,100 | 1,569 | 0.2% | $6.77万 | 加仓 |
| WM | WASTE MGMT INC DEL | $3,358.75万 | 2.47% | 146,166 | 364 | 0.2% | $8.36万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $3,487.00万 | 2.56% | 266,163 | -77,486 | -22.5% | -$1,015.14万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3,688.11万 | 2.71% | 281,363 | -1,236 | -0.4% | -$16.20万 | 减仓 |
| PSX | PHILLIPS 66 | $3,958.51万 | 2.91% | 217,285 | -188 | -0.1% | -$3.42万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,878.86万 | 3.58% | 141,355 | -451 | -0.3% | -$15.57万 | 减仓 |
| CVX | CHEVRON CORPORATION | $5,554.26万 | 4.08% | 268,451 | -932 | -0.3% | -$19.28万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,713.45万 | 4.20% | 119,229 | 505 | 0.4% | $24.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,850.92万 | 5.03% | 185,075 | -41,554 | -18.3% | -$1,538.20万 | 减仓 |
| PWR | QUANTA SVCS INC | $7,118.89万 | 5.23% | 129,665 | 73 | 0.1% | $4.01万 | 加仓 |
| WMT | WALMART INC | $1.25亿 | 9.21% | 1,008,421 | -10,081 | -1.0% | -$125.29万 | 减仓 |
| SH | PROSHARES TR | $1.45亿 | 10.65% | 3,823,020 | 1,317,150 | 52.6% | $4,995.95万 | 加仓 |