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
NVDA NVIDIA CORP. $5,596.06万8.79%279,677 -413-0.1% -$8.26万 减仓
GOOGL ALPHABET INC. - CL A (Voting) $3,472.17万5.45%97,159 -76-0.1% -$2.72万 减仓
MSFT MICROSOFT CORP. $3,195.71万5.02%85,671 2,0092.4% $74.94万 加仓
JNJ JOHNSON & JOHNSON $1,664.66万2.61%65,545 -6-0.0% -$1,524 减仓
AXP AMERICAN EXPRESS COMPANY $1,598.57万2.51%47,260 430.1% $1.45万 加仓
RTX RTX CORP. $1,546.17万2.43%81,493 3,2394.1% $61.45万 加仓
PM PHILIP MORRIS INTERNATIONAL INC. $1,535.17万2.41%84,858 -142-0.2% -$2.57万 减仓
LIN LINDE PLC $1,507.57万2.37%29,051 -66-0.2% -$3.43万 减仓
GOOG ALPHABET INC. - CL C (Non-Voting) $1,359.82万2.13%38,486 -155-0.4% -$5.48万 减仓
TXN TEXAS INSTRUMENTS INC. $1,259.67万1.98%42,261 -386-0.9% -$11.51万 减仓
MA MASTERCARD INC. $1,200.90万1.89%23,382 7203.2% $36.98万 加仓
AAPL APPLE INC. $1,123.79万1.76%38,837 4,64113.6% $134.29万 加仓
KO COCA-COLA COMPANY $1,120.78万1.76%137,909 1040.1% $8,452 加仓
— EXXON MOBIL CORP. $1,078.54万1.69%78,887 -1,387-1.7% -$18.96万 减仓
MRK MERCK & COMPANY, INC. $1,055.32万1.66%82,126 -241-0.3% -$3.10万 减仓
AMZN AMAZON.COM, INC. $1,027.84万1.61%43,125 3,5869.1% $85.47万 加仓
ABBV ABBVIE INC. $1,026.33万1.61%40,786 4151.0% $10.44万 加仓
PG PROCTER & GAMBLE COMPANY $982.01万1.54%66,967 -844-1.2% -$12.38万 减仓
PEP PEPSICO, INC. $945.53万1.48%69,832 -1,223-1.7% -$16.56万 减仓
ABT ABBOTT LABORATORIES $932.13万1.46%102,725 -1,048-1.0% -$9.51万 减仓
META META PLATFORMS, INC. $914.91万1.44%16,242 -292-1.8% -$16.45万 减仓
EMR EMERSON ELECTRIC COMPANY $912.11万1.43%63,717 1130.2% $1.62万 加仓
TMO THERMO FISHER SCIENTIFIC INC. $902.70万1.42%18,005 840.5% $4.21万 加仓
ITW ILLINOIS TOOL WORKS INC. $897.37万1.41%33,178 -621-1.8% -$16.80万 减仓
MCD MCDONALD`S CORP. $888.63万1.40%32,874 8452.6% $22.84万 加仓
CVX CHEVRON CORP. $888.52万1.39%53,603 340.1% $5,636 加仓
SO SOUTHERN COMPANY $818.92万1.29%85,563 480.1% $4,594 加仓
PNC PNC FINANCIAL SERVICES GROUP, INC. $813.81万1.28%33,052 -236-0.7% -$5.81万 减仓
DELL DELL TECHNOLOGIES INC. $770.59万1.21%17,860 -135-0.8% -$5.82万 减仓
HD HOME DEPOT, INC. $759.28万1.19%21,529 120.1% $4,232 加仓
BRK/B BERKSHIRE HATHAWAY INC. - CL B $758.29万1.19%15,154 480.3% $2.40万 加仓
DHR DANAHER CORP. $756.24万1.19%39,702 -599-1.5% -$11.41万 减仓
MTB M & T BANK CORP. $717.12万1.13%30,130 -104-0.3% -$2.48万 减仓
AVGO BROADCOM INC. $712.84万1.12%18,871 7,04659.6% $266.16万 加仓
ECL ECOLAB INC. $686.11万1.08%24,626 1340.5% $3.73万 加仓
SYK STRYKER CORP. $614.76万0.97%19,526 1,3537.4% $42.60万 加仓
SYY SYSCO CORP. $593.05万0.93%70,956 -702-1.0% -$5.87万 减仓
NSRGY NESTLE S.A. - ADR $588.32万0.92%57,291 -3,546-5.8% -$36.41万 减仓
DUK DUKE ENERGY CORP. $559.71万0.88%44,218 -45-0.1% -$5,696 减仓
ADP AUTOMATIC DATA PROCESSING, INC. $550.40万0.86%24,577 -685-2.7% -$15.34万 减仓
GD GENERAL DYNAMICS CORP. $532.42万0.84%15,030 2952.0% $10.45万 加仓
UNH UNITEDHEALTH GROUP INC. $531.38万0.83%12,785 -292-2.2% -$12.14万 减仓
TROW T. ROWE PRICE GROUP, INC. $500.30万0.79%44,006 -1,438-3.2% -$16.35万 减仓
IJH ISHARES CORE S&P MID-CAP ETF $497.96万0.78%64,577 1,4012.2% $10.80万 加仓
IBM INTERNATIONAL BUSINESS MACHINES CORP. $487.87万0.77%17,349 3171.9% $8.91万 加仓
PGR PROGRESSIVE CORP. $471.24万0.74%21,572 6573.1% $14.35万 加仓
SPY SPDR S&P 500 ETF TRUST $433.72万0.68%5,808 1482.6% $11.05万 加仓
PANW PALO ALTO NETWORKS, INC. $431.25万0.68%12,646 5584.6% $19.03万 加仓
KMB KIMBERLY-CLARK CORP. $400.76万0.63%36,509 -64-0.2% -$7,025 减仓
JPM JPMORGAN CHASE & COMPANY $382.75万0.60%11,693 1981.7% $6.48万 加仓
ETN EATON CORP. PLC $338.72万0.53%7,949 1251.6% $5.33万 加仓
AMAT APPLIED MATERIALS, INC. $308.14万0.48%4,262 00.0% — 不变
— BARINGS CORPORATE INVESTORS $307.54万0.48%175,139 4,8502.8% $8.52万 加仓
BDX BECTON, DICKINSON & COMPANY $301.81万0.47%19,944 -714-3.5% -$10.80万 减仓
EMA EMERA INC. $286.18万0.45%53,975 -400-0.7% -$2.12万 减仓
GEV GE VERNOVA INC. $285.49万0.45%2,430 251.0% $2.94万 加仓
V VISA INC. $280.89万0.44%8,187 941.2% $3.23万 加仓
MDLZ MONDELEZ INTERNATIONAL, INC. $271.71万0.43%46,976 -2,430-4.9% -$14.06万 减仓
WM WASTE MANAGEMENT, INC. $263.54万0.41%11,824 1251.1% $2.79万 加仓
GEHC GE HEALTHCARE TECHNOLOGIES INC. $261.89万0.41%40,914 -5,698-12.2% -$36.47万 减仓
— SHELL PLC - ADR $256.64万0.40%33,098 9933.1% $7.70万 加仓
DIS WALT DISNEY COMPANY $251.09万0.39%26,088 -1,067-3.9% -$10.27万 减仓
MAS MASCO CORP. $250.95万0.39%30,840 -330-1.1% -$2.69万 减仓
WMT WALMART INC. $249.71万0.39%22,048 3601.7% $4.08万 加仓
— HONEYWELL INTERNATIONAL INC. $249.58万0.39%11,147 -10,410-48.3% -$233.08万 重新持有
HONA HONEYWELL AEROSPACE INC. $246.17万0.39%11,135 11,135— $246.17万 新建仓
AVY AVERY DENNISON CORP. $232.37万0.36%14,313 -214-1.5% -$3.47万 减仓
COST COSTCO WHOLESALE CORP. $220.02万0.35%2,352 -30-1.3% -$2.81万 减仓
SBUX STARBUCKS CORP. $214.73万0.34%21,013 -53-0.3% -$5,416 减仓
UNP UNION PACIFIC CORP. $185.26万0.29%6,811 -80-1.2% -$2.18万 减仓
HRL HORMEL FOODS CORPORATION $180.35万0.28%72,665 -1,460-2.0% -$3.62万 减仓
LLY ELI LILLY & COMPANY $173.71万0.27%1,448 -25-1.7% -$3.00万 减仓
ADSK AUTODESK, INC. $169.90万0.27%8,739 2833.3% $5.50万 加仓
GIS GENERAL MILLS, INC. $165.63万0.26%47,594 -7,077-12.9% -$24.63万 减仓
USB U.S. BANCORP $162.17万0.25%26,849 -600-2.2% -$3.62万 减仓
MSI MOTOROLA SOLUTIONS, INC. $162.13万0.25%3,904 42512.2% $17.65万 加仓
CHD CHURCH & DWIGHT COMPANY, INC. $154.43万0.24%15,940 -2,695-14.5% -$26.11万 减仓
VZ VERIZON COMMUNICATIONS INC. $141.71万0.22%33,470 -8,725-20.7% -$36.94万 减仓
CSCO CISCO SYSTEMS, INC. $127.13万0.20%10,823 -533-4.7% -$6.26万 减仓
KD KYNDRYL HOLDINGS, INC. $122.56万0.19%108,360 -15,647-12.6% -$17.70万 减仓
COF CAPITAL ONE FINANCIAL CORP. $122.30万0.19%6,096 73013.6% $14.65万 加仓
CMI CUMMINS INC. $121.82万0.19%1,708 61055.6% $43.51万 加仓
GS GOLDMAN SACHS GROUP, INC. $118.13万0.19%1,168 100.9% $1.01万 加仓
FTV FORTIVE CORP. $117.92万0.19%19,303 -4,337-18.3% -$26.49万 减仓
APD AIR PRODUCTS & CHEMICALS, INC. $115.55万0.18%3,941 -149-3.6% -$4.37万 减仓
OKE ONEOK, INC. $112.46万0.18%12,935 1,53313.4% $13.33万 加仓
IVV ISHARES CORE S&P 500 ETF $110.92万0.17%1,481 30.2% $2,247 加仓
SPGI S&P GLOBAL INC $104.71万0.16%2,571 98862.4% $40.24万 加仓
ORCL ORACLE CORP. $104.39万0.16%7,123 -419-5.6% -$6.14万 减仓
UBER UBER TECHNOLOGIES, INC. $104.05万0.16%14,420 1,59512.4% $11.51万 加仓
BAC BANK OF AMERICA CORP. $98.29万0.15%17,249 1,61510.3% $9.20万 加仓
TSM TAIWAN SEMICONDUCTOR MFG CO. LTD. - ADR $95.66万0.15%2,003 00.0% — 不变
UPS UNITED PARCEL SERVICE, INC. $87.95万0.14%8,181 -2,822-25.6% -$30.34万 减仓
NOW SERVICENOW, INC. $87.27万0.14%8,790 1,43019.4% $14.20万 加仓
SWK STANLEY BLACK & DECKER, INC. $86.36万0.14%9,176 -1,555-14.5% -$14.64万 减仓
BMY BRISTOL-MYERS SQUIBB COMPANY $84.30万0.13%14,631 -1,770-10.8% -$10.20万 减仓
CB CHUBB LTD. $82.08万0.13%2,409 50.2% $1,704 加仓
ASML ASML HOLDING N.V. $77.99万0.12%392 -1-0.3% -$1,989 减仓
SCHW CHARLES SCHWAB CORP. $75.15万0.12%8,145 1,26018.3% $11.63万 加仓
TRV TRAVELERS COMPANIES, INC. $74.54万0.12%2,258 00.0% — 不变