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
PH PARKER-HANNIFIN CORPORATION $74.14万0.12%758 758— $74.14万 新建仓
QQQ INVESCO QQQ TRUST SERIES 1 ETF $70.76万0.11%961 502109.4% $36.96万 加仓
RHHBY ROCHE HOLDINGS AG - ADR $69.34万0.11%13,504 -520-3.7% -$2.67万 减仓
ICE INTERCONTINENTAL EXCHANGE, INC. $68.84万0.11%5,592 63212.7% $7.78万 加仓
XLK TECHNOLOGY SELECT SECTOR SPDR ETF $67.06万0.11%3,520 -50-1.4% -$9,526 减仓
AMGN AMGEN INC. $63.30万0.10%1,748 -4-0.2% -$1,448 减仓
CRH CRH PLC $63.04万0.10%5,892 2,26262.3% $24.20万 加仓
CARR CARRIER GLOBAL CORP. $60.91万0.10%8,304 -250-2.9% -$1.83万 减仓
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $60.89万0.10%2,862 2409.2% $5.11万 加仓
WFC WELLS FARGO & COMPANY $59.34万0.09%7,180 1001.4% $8,264 加仓
TT TRANE TECHNOLOGIES PLC $58.20万0.09%1,185 -2-0.2% -$982 减仓
VOO VANGUARD S&P 500 ETF $57.69万0.09%840 -77-8.4% -$5.29万 减仓
ADBE ADOBE INC. $55.15万0.09%2,690 -498-15.6% -$10.21万 减仓
TD TORONTO-DOMINION BANK $53.99万0.08%4,446 -148-3.2% -$1.80万 减仓
CRM SALESFORCE.COM, INC. $53.65万0.08%3,424 -451-11.6% -$7.07万 减仓
AEP AMERICAN ELECTRIC POWER COMPANY, INC. $53.22万0.08%3,890 00.0% — 不变
APH AMPHENOL CORP. $52.98万0.08%3,005 3,005— $52.98万 新建仓
— DASSAULT SYSTEMES SE - ADR $49.19万0.08%24,206 -13,275-35.4% -$26.97万 减仓
LHX L3 HARRIS TECHNOLOGIES, INC. $46.73万0.07%1,608 30.2% $872 加仓
ZTS ZOETIS INC. $45.88万0.07%6,384 -9,141-58.9% -$65.69万 减仓
DVN DEVON ENERGY CORP. $43.89万0.07%10,622 10,622— $43.89万 新建仓
NTAP NETAPP, INC. $41.40万0.06%2,675 00.0% — 不变
WAB WABTEC CORP. $40.09万0.06%1,487 704.9% $1.89万 加仓
— WEBSTER FINANCIAL CORP. $38.49万0.06%5,036 00.0% — 不变
FBIN FORTUNE BRANDS INNOVATIONS, INC. $37.19万0.06%6,775 -340-4.8% -$1.87万 减仓
VGT VANGUARD INFORMATION TECHNOLOGY ETF $35.26万0.06%2,950 2,950— $35.26万 新建仓
AMD ADVANCED MICRO DEVICES, INC. $33.29万0.05%573 573— $33.29万 新建仓
DE DEERE & CO $32.10万0.05%506 506— $32.10万 新建仓
TJX TJX COMPANIES, INC. $31.83万0.05%2,101 30016.7% $4.55万 加仓
GE GE AEROSPACE $30.95万0.05%828 -11-1.3% -$4,111 减仓
NUE NUCOR CORP. $29.63万0.05%1,330 00.0% — 不变
VRSK VERISK ANALYTICS, INC. $28.64万0.04%1,595 00.0% — 不变
IWR ISHARES RUSSELL MID CAP ETF $27.87万0.04%2,526 00.0% — 不变
CLH CLEAN HARBORS, INC. $26.89万0.04%900 00.0% — 不变
EBAY EBAY INC. $25.58万0.04%2,289 00.0% — 不变
NI NISOURCE INC $24.87万0.04%5,230 00.0% — 不变
CAT CATERPILLAR INC. $24.76万0.04%233 233— $24.76万 新建仓
CNI CANADIAN NATL RAILWAY COMPANY $23.37万0.04%1,960 00.0% — 不变
LOW LOWE`S COMPANIES, INC. $22.86万0.04%1,037 -50-4.6% -$1.10万 减仓
BHB BAR HARBOR BANKSHARES $22.10万0.03%5,852 -1,135-16.2% -$4.29万 减仓
TXT TEXTRON INC. $21.01万0.03%2,290 00.0% — 不变
IJR ISHARES CORE S&P SMALL CAP ETF $20.89万0.03%1,409 1,409— $20.89万 新建仓
QCOM QUALCOMM INC. $20.84万0.03%1,128 1,128— $20.84万 新建仓
BX BLACKSTONE INC. $20.03万0.03%1,702 1,702— $20.03万 新建仓
— FIRST GRAPHENE LTD. $8720.00%20,000 00.0% — 不变
— EARTH SEARCH SCIENCES INC. $10.00%10,000 00.0% — 不变
— 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