13F 机构持仓

Sky Investment Group LLC

HARTFORD CT · SEC CIK 0001333792

2026Q22026Q1 更早 9 个季度 🔒
$6.37亿2026Q2 申报市值
146持仓数
35.7%前十大占比 · 第一大 8.8%
11 / 6新建仓 / 清仓
申报市值走势$6.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 8.8%
GOOGL 5.5%
MSFT 5.0%
JNJ 2.6%
AXP 2.5%
RTX 2.4%
PM 2.4%
LIN 2.4%
GOOG 2.1%
TXN 2.0%

2026Q2 买入最多 按季末市值估算

AVGO 加仓+$266.16万
HONA 新建仓+$246.17万
AAPL 加仓+$134.29万
AMZN 加仓+$85.47万
MSFT 加仓+$74.94万

2026Q2 卖出最多 按季末市值估算

HONEYWELL INTERN 清仓-$476.94万
HONEYWELL INTERN 重新持有-$233.08万
ZTS 减仓-$65.69万
WAT 清仓-$53.19万
COTERRA ENERGY I 清仓-$49.26万

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
— HONEYWELL INTERNATIONAL INC. $00.00%0 -21,101-100.0% -$476.94万 清仓
WAT WATERS CORP. $00.00%0 -1,786-100.0% -$53.19万 清仓
— COTERRA ENERGY INC. $00.00%0 -14,017-100.0% -$49.26万 清仓
NFLX NETFLIX, INC. $00.00%0 -2,700-100.0% -$25.96万 清仓
VLTO VERALTO CORP. $00.00%0 -2,515-100.0% -$22.24万 清仓
CMCSA COMCAST CORP. - CL A $00.00%0 -7,276-100.0% -$20.89万 清仓
— EARTH SEARCH SCIENCES INC. $10.00%10,000 00.0% — 不变
— FIRST GRAPHENE LTD. $8720.00%20,000 00.0% — 不变
BX BLACKSTONE INC. $20.03万0.03%1,702 1,702— $20.03万 新建仓
QCOM QUALCOMM INC. $20.84万0.03%1,128 1,128— $20.84万 新建仓
IJR ISHARES CORE S&P SMALL CAP ETF $20.89万0.03%1,409 1,409— $20.89万 新建仓
TXT TEXTRON INC. $21.01万0.03%2,290 00.0% — 不变
BHB BAR HARBOR BANKSHARES $22.10万0.03%5,852 -1,135-16.2% -$4.29万 减仓
LOW LOWE`S COMPANIES, INC. $22.86万0.04%1,037 -50-4.6% -$1.10万 减仓
CNI CANADIAN NATL RAILWAY COMPANY $23.37万0.04%1,960 00.0% — 不变
CAT CATERPILLAR INC. $24.76万0.04%233 233— $24.76万 新建仓
NI NISOURCE INC $24.87万0.04%5,230 00.0% — 不变
EBAY EBAY INC. $25.58万0.04%2,289 00.0% — 不变
CLH CLEAN HARBORS, INC. $26.89万0.04%900 00.0% — 不变
IWR ISHARES RUSSELL MID CAP ETF $27.87万0.04%2,526 00.0% — 不变
VRSK VERISK ANALYTICS, INC. $28.64万0.04%1,595 00.0% — 不变
NUE NUCOR CORP. $29.63万0.05%1,330 00.0% — 不变
GE GE AEROSPACE $30.95万0.05%828 -11-1.3% -$4,111 减仓
TJX TJX COMPANIES, INC. $31.83万0.05%2,101 30016.7% $4.55万 加仓
DE DEERE & CO $32.10万0.05%506 506— $32.10万 新建仓
AMD ADVANCED MICRO DEVICES, INC. $33.29万0.05%573 573— $33.29万 新建仓
VGT VANGUARD INFORMATION TECHNOLOGY ETF $35.26万0.06%2,950 2,950— $35.26万 新建仓
FBIN FORTUNE BRANDS INNOVATIONS, INC. $37.19万0.06%6,775 -340-4.8% -$1.87万 减仓
— WEBSTER FINANCIAL CORP. $38.49万0.06%5,036 00.0% — 不变
WAB WABTEC CORP. $40.09万0.06%1,487 704.9% $1.89万 加仓
NTAP NETAPP, INC. $41.40万0.06%2,675 00.0% — 不变
DVN DEVON ENERGY CORP. $43.89万0.07%10,622 10,622— $43.89万 新建仓
ZTS ZOETIS INC. $45.88万0.07%6,384 -9,141-58.9% -$65.69万 减仓
LHX L3 HARRIS TECHNOLOGIES, INC. $46.73万0.07%1,608 30.2% $872 加仓
— DASSAULT SYSTEMES SE - ADR $49.19万0.08%24,206 -13,275-35.4% -$26.97万 减仓
APH AMPHENOL CORP. $52.98万0.08%3,005 3,005— $52.98万 新建仓
AEP AMERICAN ELECTRIC POWER COMPANY, INC. $53.22万0.08%3,890 00.0% — 不变
CRM SALESFORCE.COM, INC. $53.65万0.08%3,424 -451-11.6% -$7.07万 减仓
TD TORONTO-DOMINION BANK $53.99万0.08%4,446 -148-3.2% -$1.80万 减仓
ADBE ADOBE INC. $55.15万0.09%2,690 -498-15.6% -$10.21万 减仓
VOO VANGUARD S&P 500 ETF $57.69万0.09%840 -77-8.4% -$5.29万 减仓
TT TRANE TECHNOLOGIES PLC $58.20万0.09%1,185 -2-0.2% -$982 减仓
WFC WELLS FARGO & COMPANY $59.34万0.09%7,180 1001.4% $8,264 加仓
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $60.89万0.10%2,862 2409.2% $5.11万 加仓
CARR CARRIER GLOBAL CORP. $60.91万0.10%8,304 -250-2.9% -$1.83万 减仓
CRH CRH PLC $63.04万0.10%5,892 2,26262.3% $24.20万 加仓
AMGN AMGEN INC. $63.30万0.10%1,748 -4-0.2% -$1,448 减仓
XLK TECHNOLOGY SELECT SECTOR SPDR ETF $67.06万0.11%3,520 -50-1.4% -$9,526 减仓
ICE INTERCONTINENTAL EXCHANGE, INC. $68.84万0.11%5,592 63212.7% $7.78万 加仓
RHHBY ROCHE HOLDINGS AG - ADR $69.34万0.11%13,504 -520-3.7% -$2.67万 减仓
QQQ INVESCO QQQ TRUST SERIES 1 ETF $70.76万0.11%961 502109.4% $36.96万 加仓
PH PARKER-HANNIFIN CORPORATION $74.14万0.12%758 758— $74.14万 新建仓
TRV TRAVELERS COMPANIES, INC. $74.54万0.12%2,258 00.0% — 不变
SCHW CHARLES SCHWAB CORP. $75.15万0.12%8,145 1,26018.3% $11.63万 加仓
ASML ASML HOLDING N.V. $77.99万0.12%392 -1-0.3% -$1,989 减仓
CB CHUBB LTD. $82.08万0.13%2,409 50.2% $1,704 加仓
BMY BRISTOL-MYERS SQUIBB COMPANY $84.30万0.13%14,631 -1,770-10.8% -$10.20万 减仓
SWK STANLEY BLACK & DECKER, INC. $86.36万0.14%9,176 -1,555-14.5% -$14.64万 减仓
NOW SERVICENOW, INC. $87.27万0.14%8,790 1,43019.4% $14.20万 加仓
UPS UNITED PARCEL SERVICE, INC. $87.95万0.14%8,181 -2,822-25.6% -$30.34万 减仓
TSM TAIWAN SEMICONDUCTOR MFG CO. LTD. - ADR $95.66万0.15%2,003 00.0% — 不变
BAC BANK OF AMERICA CORP. $98.29万0.15%17,249 1,61510.3% $9.20万 加仓
UBER UBER TECHNOLOGIES, INC. $104.05万0.16%14,420 1,59512.4% $11.51万 加仓
ORCL ORACLE CORP. $104.39万0.16%7,123 -419-5.6% -$6.14万 减仓
SPGI S&P GLOBAL INC $104.71万0.16%2,571 98862.4% $40.24万 加仓
IVV ISHARES CORE S&P 500 ETF $110.92万0.17%1,481 30.2% $2,247 加仓
OKE ONEOK, INC. $112.46万0.18%12,935 1,53313.4% $13.33万 加仓
APD AIR PRODUCTS & CHEMICALS, INC. $115.55万0.18%3,941 -149-3.6% -$4.37万 减仓
FTV FORTIVE CORP. $117.92万0.19%19,303 -4,337-18.3% -$26.49万 减仓
GS GOLDMAN SACHS GROUP, INC. $118.13万0.19%1,168 100.9% $1.01万 加仓
CMI CUMMINS INC. $121.82万0.19%1,708 61055.6% $43.51万 加仓
COF CAPITAL ONE FINANCIAL CORP. $122.30万0.19%6,096 73013.6% $14.65万 加仓
KD KYNDRYL HOLDINGS, INC. $122.56万0.19%108,360 -15,647-12.6% -$17.70万 减仓
CSCO CISCO SYSTEMS, INC. $127.13万0.20%10,823 -533-4.7% -$6.26万 减仓
VZ VERIZON COMMUNICATIONS INC. $141.71万0.22%33,470 -8,725-20.7% -$36.94万 减仓
CHD CHURCH & DWIGHT COMPANY, INC. $154.43万0.24%15,940 -2,695-14.5% -$26.11万 减仓
MSI MOTOROLA SOLUTIONS, INC. $162.13万0.25%3,904 42512.2% $17.65万 加仓
USB U.S. BANCORP $162.17万0.25%26,849 -600-2.2% -$3.62万 减仓
GIS GENERAL MILLS, INC. $165.63万0.26%47,594 -7,077-12.9% -$24.63万 减仓
ADSK AUTODESK, INC. $169.90万0.27%8,739 2833.3% $5.50万 加仓
LLY ELI LILLY & COMPANY $173.71万0.27%1,448 -25-1.7% -$3.00万 减仓
HRL HORMEL FOODS CORPORATION $180.35万0.28%72,665 -1,460-2.0% -$3.62万 减仓
UNP UNION PACIFIC CORP. $185.26万0.29%6,811 -80-1.2% -$2.18万 减仓
SBUX STARBUCKS CORP. $214.73万0.34%21,013 -53-0.3% -$5,416 减仓
COST COSTCO WHOLESALE CORP. $220.02万0.35%2,352 -30-1.3% -$2.81万 减仓
AVY AVERY DENNISON CORP. $232.37万0.36%14,313 -214-1.5% -$3.47万 减仓
HONA HONEYWELL AEROSPACE INC. $246.17万0.39%11,135 11,135— $246.17万 新建仓
— HONEYWELL INTERNATIONAL INC. $249.58万0.39%11,147 -10,410-48.3% -$233.08万 重新持有
WMT WALMART INC. $249.71万0.39%22,048 3601.7% $4.08万 加仓
MAS MASCO CORP. $250.95万0.39%30,840 -330-1.1% -$2.69万 减仓
DIS WALT DISNEY COMPANY $251.09万0.39%26,088 -1,067-3.9% -$10.27万 减仓
— SHELL PLC - ADR $256.64万0.40%33,098 9933.1% $7.70万 加仓
GEHC GE HEALTHCARE TECHNOLOGIES INC. $261.89万0.41%40,914 -5,698-12.2% -$36.47万 减仓
WM WASTE MANAGEMENT, INC. $263.54万0.41%11,824 1251.1% $2.79万 加仓
MDLZ MONDELEZ INTERNATIONAL, INC. $271.71万0.43%46,976 -2,430-4.9% -$14.06万 减仓
V VISA INC. $280.89万0.44%8,187 941.2% $3.23万 加仓
GEV GE VERNOVA INC. $285.49万0.45%2,430 251.0% $2.94万 加仓
EMA EMERA INC. $286.18万0.45%53,975 -400-0.7% -$2.12万 减仓
BDX BECTON, DICKINSON & COMPANY $301.81万0.47%19,944 -714-3.5% -$10.80万 减仓
— BARINGS CORPORATE INVESTORS $307.54万0.48%175,139 4,8502.8% $8.52万 加仓