13F 机构持仓

Stockman Wealth Management, Inc.

BILLINGS MT · SEC CIK 0001389400

2026Q22026Q1 更早 9 个季度 🔒
$9.68亿2026Q2 申报市值
178持仓数
37.1%前十大占比 · 第一大 5.6%
9 / 12新建仓 / 清仓
申报市值走势$9.68亿2026Q2
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

IJR 5.6%
IGSB 4.1%
IDEV 4.0%
IJH 4.0%
MBB 3.7%
ASML 3.3%
CAT 3.3%
EMXC 3.2%
AAPL 3.1%
CSCO 2.8%

2026Q2 买入最多 按季末市值估算

MCD 加仓+$1,263.97万
HONA 新建仓+$661.06万
PWR 新建仓+$427.42万
USHY 加仓+$163.07万
IBTO 新建仓+$138.88万

2026Q2 卖出最多 按季末市值估算

SBUX 减仓-$1,388.73万
HON 减仓-$679.31万
CAT 减仓-$447.79万
CSCO 减仓-$398.32万
ASML 减仓-$342.98万

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
PAVE GLOBAL X FDS $00.00%0 -61,200-100.0% -$310.96万 清仓
VCSH VANGUARD SCOTTSDALE FDS $00.00%0 -18,775-100.0% -$148.83万 清仓
IVW ISHARES TR $00.00%0 -10,629-100.0% -$120.22万 清仓
IVE ISHARES TR $00.00%0 -2,800-100.0% -$59.12万 清仓
SCHB SCHWAB STRATEGIC TR $00.00%0 -16,273-100.0% -$40.85万 清仓
T AT&T INC $00.00%0 -10,817-100.0% -$31.36万 清仓
VNQ VANGUARD INDEX FDS $00.00%0 -2,914-100.0% -$25.85万 清仓
MUB ISHARES TR $00.00%0 -2,246-100.0% -$23.84万 清仓
IDCC INTERDIGITAL INC $00.00%0 -752-100.0% -$22.71万 清仓
SHEL SHELL PLC $00.00%0 -2,325-100.0% -$21.62万 清仓
FDX FEDEX CORP $00.00%0 -575-100.0% -$20.48万 清仓
AWK AMERICAN WTR WKS CO INC NEW $00.00%0 -1,480-100.0% -$20.14万 清仓
— COMPUGEN LTD $2.14万0.00%10,000 00.0% — 不变
NXH BED BATH & BEYOND INC $5.79万0.01%10,000 00.0% — 不变
AUR AURORA INNOVATION INC $10.14万0.01%14,864 14,864— $10.14万 新建仓
UMH UMH PPTYS INC $15.14万0.02%10,000 00.0% — 不变
BCX BLACKROCK RES & COMMODITIES $15.38万0.02%13,595 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $20.69万0.02%277 -64-18.8% -$4.78万 减仓
PAYX PAYCHEX INC $20.75万0.02%2,110 -100-4.5% -$9,833 减仓
TGT TARGET CORP $21.05万0.02%1,612 1,612— $21.05万 新建仓
PH PARKER-HANNIFIN CORP $21.62万0.02%221 -3-1.3% -$2,934 减仓
EOI EATON VANCE ENHANCED EQUITY $21.63万0.02%11,000 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $21.70万0.02%4,480 400.9% $1,937 加仓
BDX BECTON DICKINSON & CO $21.88万0.02%1,446 60.4% $908 加仓
META META PLATFORMS INC $21.91万0.02%389 205.4% $1.13万 加仓
EOS EATON VANCE ENHANCED EQUITY $22.04万0.02%10,000 00.0% — 不变
DE DEERE & CO $22.58万0.02%356 -9-2.5% -$5,709 减仓
CVS CVS HEALTH CORP $22.60万0.02%2,185 -423-16.2% -$4.38万 重新持有
BA BOEING CO $22.66万0.02%1,047 -389-27.1% -$8.42万 减仓
AIO VIRTUS ARTIFICIAL INTELLIGEN $22.82万0.02%8,131 8,131— $22.82万 新建仓
MMM 3M CO $22.88万0.02%1,413 00.0% — 不变
LH LABCORP HOLDINGS INC $23.10万0.02%825 00.0% — 不变
IEFA ISHARES TR $24.73万0.03%2,561 2,561— $24.73万 新建仓
SCHW SCHWAB CHARLES CORP $25.84万0.03%2,800 -100-3.4% -$9,227 减仓
AMGN AMGEN INC $26.22万0.03%724 -15-2.0% -$5,432 减仓
WMT WALMART INC $26.80万0.03%2,366 -251-9.6% -$2.84万 减仓
DINO HF SINCLAIR CORP $26.80万0.03%3,848 00.0% — 不变
DIS DISNEY WALT CO $27.32万0.03%2,838 -28-1.0% -$2,695 减仓
ITW ILLINOIS TOOL WKS INC $27.32万0.03%1,010 -70-6.5% -$1.89万 减仓
COP CONOCOPHILLIPS $27.42万0.03%2,638 -955-26.6% -$9.93万 减仓
QQQ INVESCO QQQ TR $27.47万0.03%373 373— $27.47万 新建仓
SHW SHERWIN WILLIAMS CO $28.41万0.03%825 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $28.52万0.03%282 218.0% $2.12万 加仓
— ISHARES TR $29.27万0.03%11,060 00.0% — 不变
O REALTY INCOME CORP $29.60万0.03%4,777 -148-3.0% -$9,171 减仓
NSC NORFOLK SOUTHN CORP $29.89万0.03%950 -134-12.4% -$4.22万 减仓
UNP UNION PAC CORP $30.60万0.03%1,125 -125-10.0% -$3.40万 减仓
DHR DANAHER CORP DEL $30.72万0.03%1,613 -120-6.9% -$2.29万 减仓
PM PHILIP MORRIS INTL INC $30.74万0.03%1,699 603.7% $1.09万 加仓
MRSH MARSH & MCLENNAN COS INC $31.25万0.03%1,875 -155-7.6% -$2.58万 减仓
GEV GE VERNOVA INC $31.25万0.03%266 103.9% $1.17万 加仓
MO ALTRIA GROUP INC $31.92万0.03%4,436 -455-9.3% -$3.27万 减仓
— NUVEEN NY AMT FREE $32.16万0.03%30,000 00.0% — 不变
VO VANGUARD INDEX FDS $33.47万0.03%4,154 -1,858-30.9% -$14.97万 减仓
XEXGX EATON VANCE TAX-MANAGED GLOB $33.87万0.04%34,529 00.0% — 不变
IBHF ISHARES TR $34.75万0.04%15,340 00.0% — 不变
CMI CUMMINS INC $35.14万0.04%493 132.7% $9,267 加仓
WM WASTE MGMT INC DEL $35.88万0.04%1,610 -15-0.9% -$3,343 减仓
VLO VALERO ENERGY CORP $36.46万0.04%1,400 00.0% — 不变
RITM RITHM CAPITAL CORP $37.56万0.04%40,000 00.0% — 不变
BSTZ BLACKROCK SCIENCE & TECHNOLO $37.58万0.04%12,515 2121.7% $6,366 加仓
TXN TEXAS INSTRS INC $38.33万0.04%1,286 -280-17.9% -$8.35万 减仓
VIG VANGUARD SPECIALIZED FUNDS $38.64万0.04%1,633 -57-3.4% -$1.35万 减仓
ABT ABBOTT LABORATORIES $39.11万0.04%4,310 -504-10.5% -$4.57万 减仓
LOW LOWES COS INC $39.71万0.04%1,801 100.6% $2,205 加仓
BNY BANK OF NY MELLON CORP $39.77万0.04%2,750 00.0% — 不变
AVGO BROADCOM INC $40.95万0.04%1,084 -356-24.7% -$13.45万 减仓
GE GE AEROSPACE $41.15万0.04%1,101 464.4% $1.72万 加仓
SYK STRYKER CORPORATION $41.72万0.04%1,325 -100-7.0% -$3.15万 减仓
SCHD SCHWAB STRATEGIC TR $42.45万0.04%13,388 -1,085-7.5% -$3.44万 减仓
IBDR ISHARES TR $43.17万0.04%17,816 7454.4% $1.81万 加仓
KRP KIMBELL RTY PARTNERS LP $43.59万0.05%30,000 00.0% — 不变
MU MICRON TECHNOLOGY INC $45.13万0.05%391 -397-50.4% -$45.83万 重新持有
PKG PACKAGING CORP AMER $45.27万0.05%1,900 00.0% — 不变
RTX RTX CORPORATION $45.36万0.05%2,391 -17-0.7% -$3,225 减仓
TSLA TESLA INC $46.85万0.05%1,114 100.9% $4,206 加仓
SBUX STARBUCKS CORP $47.07万0.05%4,606 -135,897-96.7% -$1,388.73万 减仓
PSX PHILLIPS 66 $47.50万0.05%2,810 -35-1.2% -$5,917 减仓
IWD ISHARES TR $47.59万0.05%1,963 62947.2% $15.25万 加仓
GBCI GLACIER BANCORP INC NEW $47.94万0.05%9,295 1,75723.3% $9.06万 加仓
PGR PROGRESSIVE CORP $48.71万0.05%2,230 00.0% — 不变
VTV VANGUARD INDEX FDS $54.26万0.06%2,490 1,02069.4% $22.23万 加仓
SCHA SCHWAB STRATEGIC TR $54.28万0.06%15,024 -4,813-24.3% -$17.39万 减仓
MCK MCKESSON CORP $54.33万0.06%719 00.0% — 不变
VXUS VANGUARD STAR FDS $55.58万0.06%6,501 -10-0.2% -$855 减仓
F FORD MTR CO $55.85万0.06%40,177 00.0% — 不变
— ABRDN WORLD HEALTHCARE FUND $57.10万0.06%42,609 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $57.57万0.06%20,785 -4,795-18.7% -$13.28万 减仓
USA LIBERTY ALL STAR EQUITY FD $57.85万0.06%99,563 00.0% — 不变
NEE NEXTERA ENERGY INC $60.64万0.06%6,909 -306-4.2% -$2.69万 减仓
TRV TRAVELERS COMPANIES INC $61.57万0.06%1,865 30.2% $990 加仓
BTI BRITISH AMERN TOB PLC $62.08万0.06%10,052 520.5% $3,212 加仓
INTC INTEL CORP $62.71万0.06%4,491 -2,739-37.9% -$38.25万 重新持有
IBDT ISHARES TR $63.30万0.07%25,070 1,0284.3% $2.60万 加仓
AMD ADVANCED MICRO DEVICES INC $65.06万0.07%1,120 -2-0.2% -$1,162 减仓
ABBV ABBVIE INC $67.61万0.07%2,687 -216-7.4% -$5.44万 减仓
WFC WELLS FARGO & CO $69.74万0.07%8,439 -397-4.5% -$3.28万 减仓
KO COCA COLA CO $71.08万0.07%8,746 -115-1.3% -$9,346 减仓
EMR EMERSON ELEC CO $72.75万0.08%5,082 -990-16.3% -$14.17万 减仓
BKNG BOOKING HOLDINGS INC $75.40万0.08%4,230 50.1% $891 加仓