Stack Financial Management, Inc
WHITEFISH MT · SEC CIK 0001308685
$12.81亿2026Q2 申报市值
54持仓数
46.5%前十大占比 · 第一大 9.0%
2 / 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
ABBV 新建仓+$2,912.83万
ACN 重新持有+$955.31万
MSFT 加仓+$95.49万
LMT 加仓+$75.40万
WMT 加仓+$74.45万
2026Q2 卖出最多 按季末市值估算
SH 减仓-$3,455.83万
PWR 减仓-$2,667.09万
AEM 减仓-$989.44万
NEM 清仓-$702.65万
CVX 减仓-$83.89万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $1.15亿 | 8.97% | 1,014,994 | 6,573 | 0.7% | $74.45万 | 加仓 |
| SH | PROSHARES TR | $9,167.78万 | 7.15% | 2,776,433 | -1,046,587 | -27.4% | -$3,455.83万 | 减仓 |
| MSFT | MICROSOFT CORP | $6,999.14万 | 5.46% | 187,635 | 2,560 | 1.4% | $95.49万 | 加仓 |
| PWR | QUANTA SVCS INC | $6,669.27万 | 5.20% | 92,624 | -37,041 | -28.6% | -$2,667.09万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,966.20万 | 4.66% | 119,231 | 2 | 0.0% | $1,001 | 加仓 |
| CVX | CHEVRON CORPORATION | $4,365.95万 | 3.41% | 263,390 | -5,061 | -1.9% | -$83.89万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,130.53万 | 3.22% | 142,143 | 788 | 0.6% | $22.90万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3,851.04万 | 3.01% | 281,488 | 125 | 0.0% | $1.71万 | 加仓 |
| PSX | PHILLIPS 66 | $3,631.66万 | 2.83% | 214,827 | -2,458 | -1.1% | -$41.55万 | 减仓 |
| WM | WASTE MGMT INC DEL | $3,244.53万 | 2.53% | 145,573 | -593 | -0.4% | -$13.22万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $3,162.38万 | 2.47% | 718,069 | -1,031 | -0.1% | -$4.54万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $3,011.79万 | 2.35% | 268,144 | 1,981 | 0.7% | $22.25万 | 加仓 |
| ABBV | ABBVIE INC | $2,912.83万 | 2.27% | 115,754 | 115,754 | — | $2,912.83万 | 新建仓 |
| MRK | MERCK & CO INC | $2,735.28万 | 2.13% | 212,862 | 3,215 | 1.5% | $41.31万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,732.46万 | 2.13% | 311,320 | 2,302 | 0.7% | $20.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,663.75万 | 2.08% | 104,884 | 2,544 | 2.5% | $64.61万 | 加仓 |
| KO | COCA COLA CO | $2,607.94万 | 2.04% | 320,898 | 3,182 | 1.0% | $25.86万 | 加仓 |
| EOG | EOG RES INC | $2,503.46万 | 1.95% | 192,975 | -3,575 | -1.8% | -$46.38万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $2,477.35万 | 1.93% | 102,087 | -695 | -0.7% | -$16.87万 | 减仓 |
| PCAR | PACCAR INC | $2,475.70万 | 1.93% | 206,102 | 1,924 | 0.9% | $23.11万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $2,468.08万 | 1.93% | 103,893 | 1,896 | 1.9% | $45.04万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2,436.11万 | 1.90% | 192,456 | 2,302 | 1.2% | $29.14万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $2,381.05万 | 1.86% | 221,493 | 2,288 | 1.0% | $24.60万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,287.12万 | 1.78% | 72,644 | -678 | -0.9% | -$21.35万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $2,249.01万 | 1.76% | 44,145 | 1,480 | 3.5% | $75.40万 | 加仓 |
| EMR | EMERSON ELEC CO | $2,155.52万 | 1.68% | 150,577 | -390 | -0.3% | -$5.58万 | 减仓 |
| CI | THE CIGNA GROUP | $2,013.93万 | 1.57% | 73,053 | -49 | -0.1% | -$1.35万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $2,009.13万 | 1.57% | 71,755 | 26 | 0.0% | $7,280 | 加仓 |
| T | AT&T INC | $1,972.43万 | 1.54% | 952,866 | 2,691 | 0.3% | $5.57万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1,912.78万 | 1.49% | 330,702 | -1,826 | -0.5% | -$10.56万 | 减仓 |
| CCK | CROWN HLDGS INC | $1,906.01万 | 1.49% | 170,453 | 1,039 | 0.6% | $11.62万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,857.52万 | 1.45% | 178,676 | -2,172 | -1.2% | -$22.58万 | 减仓 |
| AEE | AMEREN CORP | $1,764.71万 | 1.38% | 156,114 | 2,479 | 1.6% | $28.02万 | 加仓 |
| DTE | DTE ENERGY CO | $1,727.17万 | 1.35% | 113,354 | 2,150 | 1.9% | $32.76万 | 加仓 |
| DOV | DOVER CORP | $1,725.57万 | 1.35% | 76,938 | 1,872 | 2.5% | $41.99万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $1,597.76万 | 1.25% | 287,884 | 493 | 0.2% | $2.74万 | 加仓 |
| PEP | PEPSICO INC | $1,594.36万 | 1.24% | 117,752 | 707 | 0.6% | $9.57万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,464.75万 | 1.14% | 76,898 | 309 | 0.4% | $5.89万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,393.41万 | 1.09% | 178,117 | 3,411 | 2.0% | $26.68万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,392.98万 | 1.09% | 94,993 | 1,456 | 1.6% | $21.35万 | 加仓 |
| UNP | UNION PAC CORP | $1,387.28万 | 1.08% | 51,003 | 963 | 1.9% | $26.19万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $985.48万 | 0.77% | 79,193 | 76,769 | 3,167.0% | $955.31万 | 重新持有 |
| AAPL | APPLE INC | $158.77万 | 0.12% | 5,487 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $119.33万 | 0.09% | 1,598 | -22 | -1.4% | -$1.64万 | 减仓 |
| GDX | VANECK ETF TRUST | $63.72万 | 0.05% | 8,445 | -4,818 | -36.3% | -$36.35万 | 减仓 |
| GOOGL | ALPHABET INC | $53.36万 | 0.04% | 1,493 | 13 | 0.9% | $4,646 | 加仓 |
| GOOG | ALPHABET INC | $46.67万 | 0.04% | 1,321 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $39.91万 | 0.03% | 2,858 | -3,502 | -55.1% | -$48.90万 | 重新持有 |
| AEM | AGNICO EAGLE MINES LTD | $39.84万 | 0.03% | 2,568 | -63,781 | -96.1% | -$989.44万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $31.78万 | 0.02% | 1,715 | -313 | -15.4% | -$5.80万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $27.85万 | 0.02% | 1,309 | 1,309 | — | $27.85万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $24.08万 | 0.02% | 5,311 | 298 | 5.9% | $1.35万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $23.67万 | 0.02% | 4,456 | -640 | -12.6% | -$3.40万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $22.58万 | 0.02% | 1,423 | -347 | -19.6% | -$5.51万 | 减仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -64,910 | -100.0% | -$702.65万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,793 | -100.0% | -$22.90万 | 清仓 |