Cullen Capital Management, LLC
New York NY · SEC CIK 0001362535
$101.68亿2026Q2 申报市值
208持仓数
26.8%前十大占比 · 第一大 3.1%
8 / 16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
XOM 新建仓+$2.04亿
BTI 加仓+$5,138.17万
QSR 加仓+$4,817.86万
MSFT 加仓+$3,406.42万
CPA 加仓+$2,457.87万
2026Q2 卖出最多 按季末市值估算
Exxon Mobil Corp 清仓-$2.54亿
CSCO 减仓-$1.28亿
ASX 减仓-$8,666.25万
BIL 减仓-$5,085.68万
BAC 减仓-$4,724.21万
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 |
|---|---|---|---|---|---|---|---|---|
| CLX | The Clorox Co. | $102.06万 | 0.01% | 10,694 | 676 | 6.7% | $6.45万 | 加仓 |
| ADBE | Adobe Systems Inc. | $111.35万 | 0.01% | 5,431 | 974 | 21.9% | $19.97万 | 加仓 |
| MCD | McDonald's Corp. | $111.83万 | 0.01% | 4,137 | -229 | -5.2% | -$6.19万 | 减仓 |
| XLY | State Street Consumer Discreti | $115.32万 | 0.01% | 9,833 | 2,365 | 31.7% | $27.74万 | 加仓 |
| VAC | Marriot Vacations Worldwide Co | $131.12万 | 0.01% | 12,870 | -357 | -2.7% | -$3.64万 | 减仓 |
| ST | Sensata Technologies Holding P | $141.49万 | 0.01% | 29,638 | -292 | -1.0% | -$1.39万 | 减仓 |
| ADM | Archer-Daniels-Midland Co. | $165.25万 | 0.02% | 21,630 | -251 | -1.1% | -$1.92万 | 减仓 |
| BA | BOEING CO/THE | $169.24万 | 0.02% | 7,818 | 147 | 1.9% | $3.18万 | 加仓 |
| ABBV | AbbVie Inc. | $179.97万 | 0.02% | 7,152 | 5,715 | 397.7% | $143.81万 | 加仓 |
| BIL | State Street SPDR Bloomberg 1- | $202.52万 | 0.02% | 22,099 | -554,963 | -96.2% | -$5,085.68万 | 减仓 |
| DD | DuPont De Nemours Inc. | $208.09万 | 0.02% | 15,341 | -7,949 | -34.1% | -$107.82万 | 减仓 |
| NU | Nu Holdings | $216.59万 | 0.02% | 162,115 | 162,115 | — | $216.59万 | 新建仓 |
| SPG | Simon Property Group Inc. | $219.65万 | 0.02% | 9,821 | 0 | 0.0% | — | 不变 |
| CNI | Canadian National Railway Co. | $229.87万 | 0.02% | 19,278 | 216 | 1.1% | $2.58万 | 加仓 |
| SJM | The JM Smucker Co. | $231.60万 | 0.02% | 20,587 | -2,400 | -10.4% | -$27.00万 | 减仓 |
| GOOGL | Alphabet Inc. | $237.40万 | 0.02% | 6,643 | 0 | 0.0% | — | 不变 |
| CSX | CSX Corp. | $237.50万 | 0.02% | 49,968 | 3,906 | 8.5% | $18.57万 | 加仓 |
| RJF | Raymond James Financial Inc. | $256.41万 | 0.03% | 16,866 | 0 | 0.0% | — | 不变 |
| MU | Micron Technology Inc. | $256.60万 | 0.03% | 2,223 | -2,674 | -54.6% | -$308.66万 | 减仓 |
| PKG | Packaging Corp. of America | $278.45万 | 0.03% | 11,686 | -117 | -1.0% | -$2.79万 | 减仓 |
| EFV | iShares MSCI EAFE Value ETF | $291.62万 | 0.03% | 38,095 | -40,560 | -51.6% | -$310.49万 | 减仓 |
| EPD | Enterprise Products Partners L | $294.41万 | 0.03% | 80,089 | -19,726 | -19.8% | -$72.51万 | 减仓 |
| ET | Energy Transfer LP | $312.00万 | 0.03% | 163,181 | -46,736 | -22.3% | -$89.36万 | 减仓 |
| SRE | Sempra | $331.97万 | 0.03% | 35,807 | 8,379 | 30.5% | $77.68万 | 加仓 |
| ORCL | Oracle Corp. | $333.27万 | 0.03% | 22,741 | 2,308 | 11.3% | $33.82万 | 加仓 |
| AXTA | Axalta Coating Systems Ltd. | $333.94万 | 0.03% | 97,586 | -591 | -0.6% | -$2.02万 | 减仓 |
| MDLZ | Mondelez International Inc. | $348.20万 | 0.03% | 60,200 | 1,477 | 2.5% | $8.54万 | 加仓 |
| ECH | iShares MSCI Chile ETF | $352.09万 | 0.03% | 88,688 | 5,276 | 6.3% | $20.95万 | 加仓 |
| CI | The Cigna Group | $397.45万 | 0.04% | 14,417 | -80 | -0.6% | -$2.21万 | 减仓 |
| EPI | WisdomTree India Earnings Fund | $399.61万 | 0.04% | 93,411 | -20,736 | -18.2% | -$88.71万 | 减仓 |
| ALL | The Allstate Corp. | $403.33万 | 0.04% | 16,951 | -149 | -0.9% | -$3.55万 | 减仓 |
| DIS | The Walt Disney Co. | $409.24万 | 0.04% | 42,518 | 3,587 | 9.2% | $34.52万 | 加仓 |
| WMT | Walmart Inc. | $438.15万 | 0.04% | 38,704 | -2,820 | -6.8% | -$31.92万 | 减仓 |
| ARW | Arrow Electronics Inc. | $447.73万 | 0.04% | 20,980 | -365 | -1.7% | -$7.79万 | 减仓 |
| BWA | BorgWarner Inc. | $493.69万 | 0.05% | 74,351 | -15,872 | -17.6% | -$105.39万 | 减仓 |
| AXP | American Express Co. | $504.50万 | 0.05% | 14,915 | 435 | 3.0% | $14.71万 | 加仓 |
| ETN | Eaton Corp. PLC | $610.93万 | 0.06% | 14,337 | -182 | -1.3% | -$7.76万 | 减仓 |
| KT | KT Corp. (ADR) | $653.44万 | 0.06% | 378,147 | 115,251 | 43.8% | $199.15万 | 加仓 |
| ITUB | Itau Unibanco Holding SA (ADR) | $759.29万 | 0.07% | 929,368 | 50,689 | 5.8% | $41.41万 | 加仓 |
| XLV | State Street Health Care Selec | $815.77万 | 0.08% | 51,416 | 44,036 | 596.7% | $698.68万 | 加仓 |
| XLC | State Street Communication Ser | $818.15万 | 0.08% | 76,370 | 70,492 | 1,199.3% | $755.18万 | 加仓 |
| AXIAY | Axia Energia ADR | $1,096.81万 | 0.11% | 1,038,647 | 304,513 | 41.5% | $321.57万 | 加仓 |
| AMAT | Applied Materials Inc. | $1,188.54万 | 0.12% | 16,439 | -2,429 | -12.9% | -$175.62万 | 减仓 |
| KB | KB Financial Group Inc. (ADR) | $1,365.95万 | 0.13% | 130,140 | 23,389 | 21.9% | $245.49万 | 加仓 |
| EWT | iShares MSCI Taiwan ETF | $1,739.92万 | 0.17% | 160,199 | 4,685 | 3.0% | $50.88万 | 加仓 |
| KSPI | Kaspi.kz JSC (ADR) | $2,029.92万 | 0.20% | 234,294 | 234,294 | — | $2,029.92万 | 新建仓 |
| HONA | Honeywell Aerospace Inc. | $2,356.93万 | 0.23% | 106,610 | 106,610 | — | $2,356.93万 | 新建仓 |
| HON | Honeywell International Inc. | $2,387.47万 | 0.23% | 106,631 | -106,889 | -50.1% | -$2,393.24万 | 减仓 |
| SNY | Sanofi (ADR) | $2,626.12万 | 0.26% | 615,593 | 22,292 | 3.8% | $95.10万 | 加仓 |
| IBN | ICICI Bank Ltd. (ADR) | $3,049.02万 | 0.30% | 1,050,299 | -240,427 | -18.6% | -$697.96万 | 减仓 |
| CCEP | Coca Cola Euro Pacific Partner | $3,051.93万 | 0.30% | 304,979 | -59,539 | -16.3% | -$595.81万 | 减仓 |
| SHEL | Shell PLC (ADR) | $3,477.39万 | 0.34% | 448,464 | 149,430 | 50.0% | $1,158.68万 | 加仓 |
| EWY | iShares MSCI South Korea ETF | $4,072.30万 | 0.40% | 201,699 | -24,941 | -11.0% | -$503.56万 | 减仓 |
| UNP | Union Pacific Corp. | $4,144.01万 | 0.41% | 152,353 | 476 | 0.3% | $12.95万 | 加仓 |
| AIG | American International Group I | $4,277.85万 | 0.42% | 573,977 | 3,464 | 0.6% | $25.82万 | 加仓 |
| PNC | The PNC Financial Services Gro | $4,463.92万 | 0.44% | 181,298 | 128 | 0.1% | $3.15万 | 加仓 |
| PPG | PPG Industries Inc. | $4,532.16万 | 0.45% | 373,663 | -9,754 | -2.5% | -$118.31万 | 减仓 |
| DOW | Dow Inc | $4,544.14万 | 0.45% | 1,660,870 | -902,744 | -35.2% | -$2,469.91万 | 减仓 |
| IX | ORIX Corp. (ADR) | $4,644.10万 | 0.46% | 1,220,846 | 140,485 | 13.0% | $534.41万 | 加仓 |
| FHN | First Horizon Corp. | $4,697.24万 | 0.46% | 1,831,996 | -132,679 | -6.8% | -$340.19万 | 减仓 |
| PBR | Petroleo Brasileiro SA (ADR) | $4,722.29万 | 0.46% | 2,922,208 | 111,483 | 4.0% | $180.16万 | 加仓 |
| KOF | Coca-Cola Femsa SAB de CV (ADR) | $4,757.20万 | 0.47% | 447,737 | 24,596 | 5.8% | $261.33万 | 加仓 |
| VZ | Verizon Communications Inc. | $5,056.75万 | 0.50% | 1,194,320 | 389,776 | 48.4% | $1,650.31万 | 加仓 |
| PPL | PPL Corp. | $5,461.05万 | 0.54% | 1,502,353 | -39,292 | -2.5% | -$142.83万 | 减仓 |
| — | Power Corporation of Canada | $5,512.14万 | 0.54% | 886,766 | 18,490 | 2.1% | $114.93万 | 加仓 |
| KDP | Keurig Dr Pepper Inc | $5,566.13万 | 0.55% | 1,700,621 | -63,654 | -3.6% | -$208.34万 | 减仓 |
| TTE | TotalEnergies SE | $5,590.84万 | 0.55% | 718,986 | 78,906 | 12.3% | $613.57万 | 加仓 |
| NVO | Novo Nordisk A/S (ADR) | $5,872.44万 | 0.58% | 1,224,955 | 432,600 | 54.6% | $2,073.89万 | 加仓 |
| PFE | Pfizer Inc. | $5,892.86万 | 0.58% | 2,447,200 | -246,307 | -9.1% | -$593.11万 | 减仓 |
| ENB | Enbridge Inc. | $6,207.65万 | 0.61% | 1,145,111 | 22,334 | 2.0% | $121.07万 | 加仓 |
| EOG | EOG Resources Inc. | $6,227.03万 | 0.61% | 479,999 | -7,666 | -1.6% | -$99.45万 | 减仓 |
| SW | Smurfit Westrock PLC | $6,288.50万 | 0.62% | 1,359,382 | 113,472 | 9.1% | $524.92万 | 加仓 |
| RIO | Rio Tinto PLC (ADR) | $6,497.39万 | 0.64% | 684,440 | 27,576 | 4.2% | $261.78万 | 加仓 |
| BMY | Bristol-Myers Squibb Co. | $6,524.70万 | 0.64% | 1,132,367 | 12,698 | 1.1% | $73.17万 | 加仓 |
| SYY | Sysco Corp. | $6,540.77万 | 0.64% | 782,576 | 175,768 | 29.0% | $1,469.07万 | 加仓 |
| TM | Toyota Motor Corp. (ADR) | $6,590.69万 | 0.65% | 391,325 | 78,720 | 25.2% | $1,325.80万 | 加仓 |
| NGG | National Grid PLC (ADR) | $6,758.45万 | 0.66% | 815,548 | 21,344 | 2.7% | $176.88万 | 加仓 |
| TIGO | Millicom Intl Cellular | $7,125.85万 | 0.70% | 785,131 | -42,544 | -5.1% | -$386.13万 | 减仓 |
| IBM | International Business Machine | $7,155.75万 | 0.70% | 254,463 | 85,657 | 50.7% | $2,408.76万 | 加仓 |
| CCI | Crown Castle Inc. | $7,772.70万 | 0.76% | 1,026,370 | -162,070 | -13.6% | -$1,227.36万 | 减仓 |
| DEO | Diageo PLC (ADR) | $8,185.16万 | 0.81% | 1,018,308 | 54,085 | 5.6% | $434.74万 | 加仓 |
| OMC | Omnicom Group Inc. | $8,569.84万 | 0.84% | 1,176,691 | 12,001 | 1.0% | $87.40万 | 加仓 |
| TSM | Taiwan Semiconductor Manufacturing (ADR) | $8,585.61万 | 0.84% | 179,777 | -11,840 | -6.2% | -$565.44万 | 减仓 |
| CPA | Copa Holdings SA | $8,887.14万 | 0.87% | 571,263 | 157,991 | 38.2% | $2,457.87万 | 加仓 |
| ASX | ASE Technology Holding Company (ADR) | $9,433.63万 | 0.93% | 2,090,788 | -1,920,711 | -47.9% | -$8,666.25万 | 减仓 |
| BCE | BCE Inc. | $1.07亿 | 1.05% | 4,975,496 | -991,390 | -16.6% | -$2,132.48万 | 减仓 |
| MSFT | Microsoft Corp. | $1.09亿 | 1.07% | 292,959 | 91,320 | 45.3% | $3,406.42万 | 加仓 |
| T | AT&T Inc. | $1.18亿 | 1.16% | 5,722,075 | 7,405 | 0.1% | $15.33万 | 加仓 |
| BDX | Becton Dickinson & Co. | $1.25亿 | 1.23% | 824,720 | 95,559 | 13.1% | $1,446.09万 | 加仓 |
| QSR | Restaurant Brands Internationa | $1.28亿 | 1.26% | 1,770,095 | 664,441 | 60.1% | $4,817.86万 | 加仓 |
| CMCSA | Comcast Corp. (Cl A) | $1.30亿 | 1.28% | 5,287,200 | -1,862,569 | -26.1% | -$4,572.61万 | 减仓 |
| BTI | British American Tobacco PLC (ADR) | $1.34亿 | 1.32% | 2,175,636 | 831,958 | 61.9% | $5,138.17万 | 加仓 |
| LOW | Lowe's Companies Inc. | $1.39亿 | 1.37% | 631,354 | 16,677 | 2.7% | $367.71万 | 加仓 |
| CVX | Chevron Corp. | $1.42亿 | 1.40% | 859,592 | -16,461 | -1.9% | -$272.86万 | 减仓 |
| TGT | Target Corp. | $1.46亿 | 1.43% | 1,116,467 | -17,777 | -1.6% | -$232.19万 | 减仓 |
| TRV | The Travelers Companies Inc. | $1.59亿 | 1.56% | 480,235 | -2,456 | -0.5% | -$81.08万 | 减仓 |
| UL | Unilever PLC (ADR) | $1.65亿 | 1.62% | 2,745,360 | 97,665 | 3.7% | $587.16万 | 加仓 |
| MO | Altria Group Inc. | $1.66亿 | 1.64% | 2,311,947 | -62,595 | -2.6% | -$450.37万 | 减仓 |
| GPC | Genuine Parts Co. | $1.66亿 | 1.64% | 1,411,008 | -153,612 | -9.8% | -$1,812.31万 | 减仓 |
| QCOM | Qualcomm Inc. | $1.74亿 | 1.71% | 939,601 | 42,384 | 4.7% | $783.21万 | 加仓 |