Stockman Wealth Management, Inc.
BILLINGS MT · SEC CIK 0001389400
$9.06亿2026Q1 申报市值
178持仓数
35.3%前十大占比 · 第一大 5.2%
11 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
USHY 新建仓+$2,395.01万
IGSB 加仓+$323.58万
IJH 加仓+$275.63万
MSFT 加仓+$251.16万
THO 新建仓+$198.34万
2026Q1 卖出最多 按季末市值估算
MBB 减仓-$1,445.26万
FIBK 减仓-$248.40万
ASML 减仓-$219.13万
CAT 减仓-$192.35万
AZN 清仓-$103.67万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $56.20万 | 0.06% | 1,287 | -272 | -17.4% | -$11.88万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $55.26万 | 0.06% | 99,563 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $54.31万 | 0.06% | 1,862 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $51.83万 | 0.06% | 2,845 | 107 | 3.9% | $1.95万 | 加仓 |
| AMAT | APPLIED MATLS INC | $50.69万 | 0.06% | 1,483 | 200 | 15.6% | $6.84万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $50.21万 | 0.06% | 6,511 | 10 | 0.2% | $771 | 加仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $49.72万 | 0.05% | 42,609 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $49.43万 | 0.05% | 4,814 | -113 | -2.3% | -$1.16万 | 减仓 |
| COP | CONOCOPHILLIPS | $47.43万 | 0.05% | 3,593 | -7 | -0.2% | -$924 | 减仓 |
| SYK | STRYKER CORPORATION | $46.82万 | 0.05% | 1,425 | 72 | 5.3% | $2.37万 | 加仓 |
| RTX | RTX CORPORATION | $46.45万 | 0.05% | 2,408 | 101 | 4.4% | $1.95万 | 加仓 |
| F | FORD MTR CO | $46.36万 | 0.05% | 40,177 | -900 | -2.2% | -$1.04万 | 减仓 |
| AVGO | BROADCOM INC | $44.57万 | 0.05% | 1,440 | -77 | -5.1% | -$2.38万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $44.40万 | 0.05% | 14,473 | 623 | 4.5% | $1.91万 | 加仓 |
| PGR | PROGRESSIVE CORP | $44.21万 | 0.05% | 2,230 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $43.41万 | 0.05% | 30,000 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $43.17万 | 0.05% | 1,503 | -433 | -22.4% | -$12.44万 | 减仓 |
| LOW | LOWES COS INC | $42.32万 | 0.05% | 1,791 | -99 | -5.2% | -$2.34万 | 减仓 |
| IBDR | ISHARES TR | $41.38万 | 0.05% | 17,071 | -1,098 | -6.0% | -$2.66万 | 减仓 |
| TSLA | TESLA INC | $41.04万 | 0.05% | 1,104 | -32 | -2.8% | -$1.19万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $40.85万 | 0.05% | 16,273 | 95 | 0.6% | $2,385 | 加仓 |
| PKG | PACKAGING CORP AMER | $40.32万 | 0.04% | 1,900 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $37.92万 | 0.04% | 40,000 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $37.34万 | 0.04% | 1,625 | -8 | -0.5% | -$1,838 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.35万 | 0.04% | 1,690 | -39 | -2.3% | -$8,388 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $35.21万 | 0.04% | 2,030 | -15 | -0.7% | -$2,602 | 减仓 |
| IBHF | ISHARES TR | $35.21万 | 0.04% | 15,340 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $34.59万 | 0.04% | 1,400 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $33.67万 | 0.04% | 7,538 | -1,066 | -12.4% | -$4.76万 | 减仓 |
| DHR | DANAHER CORP DEL | $32.86万 | 0.04% | 1,733 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $32.62万 | 0.04% | 2,750 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $32.52万 | 0.04% | 2,617 | 56 | 2.2% | $6,960 | 加仓 |
| MO | ALTRIA GROUP INC | $32.28万 | 0.04% | 4,891 | 828 | 20.4% | $5.46万 | 加仓 |
| T | AT&T INC | $31.36万 | 0.03% | 10,817 | -163 | -1.5% | -$4,725 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $31.11万 | 0.03% | 1,084 | 17 | 1.6% | $4,879 | 加仓 |
| — | NUVEEN NY AMT FREE | $30.63万 | 0.03% | 30,000 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $30.40万 | 0.03% | 1,566 | 45 | 3.0% | $8,736 | 加仓 |
| UNP | UNION PAC CORP | $30.33万 | 0.03% | 1,250 | 38 | 3.1% | $9,220 | 加仓 |
| O | REALTY INCOME CORP | $30.13万 | 0.03% | 4,925 | 1,590 | 47.7% | $9.73万 | 重新持有 |
| GE | GE AEROSPACE | $29.94万 | 0.03% | 1,055 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $29.90万 | 0.03% | 34,529 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $29.00万 | 0.03% | 11,060 | 3,140 | 39.6% | $8.23万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $28.84万 | 0.03% | 1,470 | -289 | -16.4% | -$5.67万 | 减仓 |
| BA | BOEING CO | $28.58万 | 0.03% | 1,436 | 372 | 35.0% | $7.40万 | 加仓 |
| IWD | ISHARES TR | $28.50万 | 0.03% | 1,334 | -141 | -9.6% | -$3.01万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $28.11万 | 0.03% | 1,080 | 100 | 10.2% | $2.60万 | 加仓 |
| DIS | DISNEY WALT CO | $27.62万 | 0.03% | 2,866 | 90 | 3.2% | $8,674 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $27.25万 | 0.03% | 2,900 | -35 | -1.2% | -$3,289 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $27.25万 | 0.03% | 12,303 | 263 | 2.2% | $5,826 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $27.10万 | 0.03% | 1,639 | 1,639 | — | $27.10万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $26.45万 | 0.03% | 825 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $26.00万 | 0.03% | 739 | 23 | 3.2% | $8,093 | 重新持有 |
| VNQ | VANGUARD INDEX FDS | $25.85万 | 0.03% | 2,914 | -568 | -16.3% | -$5.04万 | 减仓 |
| CMI | CUMMINS INC | $25.84万 | 0.03% | 480 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $24.01万 | 0.03% | 3,848 | -100 | -2.5% | -$6,239 | 重新持有 |
| MUB | ISHARES TR | $23.84万 | 0.03% | 2,246 | 2,246 | — | $23.84万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.82万 | 0.03% | 1,122 | -200 | -15.1% | -$4.07万 | 减仓 |
| IDCC | INTERDIGITAL INC | $22.71万 | 0.03% | 752 | -48 | -6.0% | -$1.45万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $22.64万 | 0.02% | 1,440 | -100 | -6.5% | -$1.57万 | 减仓 |
| GEV | GE VERNOVA INC | $22.35万 | 0.02% | 256 | 256 | — | $22.35万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.18万 | 0.02% | 341 | -46 | -11.9% | -$2.99万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $22.08万 | 0.02% | 261 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $22.01万 | 0.02% | 825 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $21.62万 | 0.02% | 2,325 | 2,325 | — | $21.62万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $21.34万 | 0.02% | 4,440 | 151 | 3.5% | $7,256 | 加仓 |
| META | META PLATFORMS INC | $21.11万 | 0.02% | 369 | 33 | 9.8% | $1.89万 | 加仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $20.66万 | 0.02% | 11,000 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $20.56万 | 0.02% | 365 | 365 | — | $20.56万 | 新建仓 |
| MMM | 3M CO | $20.52万 | 0.02% | 1,413 | 1,413 | — | $20.52万 | 新建仓 |
| FDX | FEDEX CORP | $20.48万 | 0.02% | 575 | 575 | — | $20.48万 | 新建仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $20.46万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $20.36万 | 0.02% | 2,210 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $20.14万 | 0.02% | 1,480 | -50 | -3.3% | -$6,805 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $20.05万 | 0.02% | 224 | 224 | — | $20.05万 | 新建仓 |
| BCX | BLACKROCK RES & COMMODITIES | $16.38万 | 0.02% | 13,595 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC | $14.43万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC | $4.64万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | COMPUGEN LTD | $2.13万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -5,638 | -100.0% | -$103.67万 | 清仓 |
| — | EAGLE BANCORP MONT INC | $0 | 0.00% | 0 | -29,000 | -100.0% | -$57.71万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -24,709 | -100.0% | -$45.02万 | 清仓 |
| COLB | COLUMBIA BKG SYS INC | $0 | 0.00% | 0 | -16,000 | -100.0% | -$44.72万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,264 | -100.0% | -$33.21万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,181 | -100.0% | -$32.95万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMES NATL CORP | $0 | 0.00% | 0 | -10,725 | -100.0% | -$24.62万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,800 | -100.0% | -$24.48万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | -3,410 | -100.0% | -$23.67万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,352 | -100.0% | -$23.40万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -387 | -100.0% | -$22.42万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$22.36万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |