Stillwater Capital Advisors, LLC
DEVON PA · SEC CIK 0001482970
$9.81亿2026Q2 申报市值
71持仓数
51.3%前十大占比 · 第一大 7.0%
3 / 1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
HONA 新建仓+$1,147.87万
IWF 加仓+$75.81万
VYM 加仓+$60.27万
VEA 加仓+$37.71万
IEFA 新建仓+$28.73万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$1,177.41万
AVGO 减仓-$65.46万
AAPL 减仓-$52.46万
GOOGL 减仓-$44.53万
NVDA 减仓-$44.36万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $6,819.61万 | 6.95% | 235,679 | -1,813 | -0.8% | -$52.46万 | 减仓 |
| AVGO | BROADCOM INC | $6,574.92万 | 6.71% | 174,055 | -1,733 | -1.0% | -$65.46万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $6,206.34万 | 6.33% | 325,758 | -464 | -0.1% | -$8.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,060.10万 | 6.18% | 302,869 | -2,217 | -0.7% | -$44.36万 | 减仓 |
| GOOGL | ALPHABET INC | $5,399.62万 | 5.51% | 151,093 | -1,246 | -0.8% | -$44.53万 | 减仓 |
| CAT | CATERPILLAR INC | $4,309.58万 | 4.39% | 40,469 | -389 | -1.0% | -$41.42万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,083.95万 | 4.16% | 109,483 | -548 | -0.5% | -$20.44万 | 减仓 |
| LLY | ELI LILLY & CO | $4,067.20万 | 4.15% | 33,909 | -142 | -0.4% | -$17.03万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,486.19万 | 3.56% | 106,504 | -757 | -0.7% | -$24.78万 | 减仓 |
| RTX | RTX CORPORATION | $3,265.66万 | 3.33% | 172,121 | -939 | -0.5% | -$17.82万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $2,740.33万 | 2.79% | 73,945 | -575 | -0.8% | -$21.31万 | 减仓 |
| WMT | WALMART INC | $2,699.70万 | 2.75% | 238,363 | -1,330 | -0.6% | -$15.06万 | 减仓 |
| AMZN | AMAZON COM INC | $2,538.97万 | 2.59% | 106,527 | -671 | -0.6% | -$15.99万 | 减仓 |
| IYW | ISHARES TR | $2,523.61万 | 2.57% | 100,052 | -785 | -0.8% | -$19.80万 | 减仓 |
| MRK | MERCK & CO INC | $2,305.66万 | 2.35% | 179,429 | -761 | -0.4% | -$9.78万 | 减仓 |
| IWF | ISHARES TR | $2,305.15万 | 2.35% | 185,645 | 6,105 | 3.4% | $75.81万 | 加仓 |
| ABBV | ABBVIE INC | $2,247.78万 | 2.29% | 89,325 | -175 | -0.2% | -$4.40万 | 减仓 |
| V | VISA INC | $2,057.51万 | 2.10% | 59,970 | -110 | -0.2% | -$3.77万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,015.20万 | 2.06% | 81,137 | -246 | -0.3% | -$6.11万 | 减仓 |
| — | EXXON MOBIL CORP | $1,996.91万 | 2.04% | 146,058 | -587 | -0.4% | -$8.03万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,889.51万 | 1.93% | 176,376 | -280 | -0.2% | -$3.00万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,808.64万 | 1.84% | 337,370 | 210 | 0.1% | $1.13万 | 加仓 |
| BLK | BLACKROCK INC | $1,779.08万 | 1.81% | 18,502 | -66 | -0.4% | -$6.35万 | 减仓 |
| HD | HOME DEPOT INC | $1,758.11万 | 1.79% | 49,850 | -71 | -0.1% | -$2.50万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $1,631.45万 | 1.66% | 88,077 | -205 | -0.2% | -$3.80万 | 减仓 |
| TMUS | T-MOBILE US INC | $1,552.85万 | 1.58% | 92,580 | -14 | -0.0% | -$2,348 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $1,418.05万 | 1.45% | 120,912 | -398 | -0.3% | -$4.67万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,287.58万 | 1.31% | 81,153 | 25 | 0.0% | $3,967 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,257.22万 | 1.28% | 79,556 | 3,814 | 5.0% | $60.27万 | 加仓 |
| HON | HONEYWELL INTL INC | $1,163.76万 | 1.19% | 51,977 | -52,587 | -50.3% | -$1,177.41万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,147.87万 | 1.17% | 51,921 | 51,921 | — | $1,147.87万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,048.94万 | 1.07% | 147,219 | 5,292 | 3.7% | $37.71万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $654.82万 | 0.67% | 78,828 | -241 | -0.3% | -$2.00万 | 减仓 |
| IYF | ISHARES TR | $632.21万 | 0.64% | 49,581 | -482 | -1.0% | -$6.15万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $497.21万 | 0.51% | 41,737 | 2,002 | 5.0% | $23.85万 | 加仓 |
| IYH | ISHARES TR | $492.79万 | 0.50% | 73,540 | -580 | -0.8% | -$3.89万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $475.87万 | 0.49% | 89,601 | -187 | -0.2% | -$9,932 | 减仓 |
| VOE | VANGUARD INDEX FDS | $468.53万 | 0.48% | 23,711 | 1,166 | 5.2% | $23.04万 | 加仓 |
| IWD | ISHARES TR | $462.68万 | 0.47% | 19,085 | -240 | -1.2% | -$5.82万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $352.44万 | 0.36% | 77,733 | -376 | -0.5% | -$1.70万 | 减仓 |
| IJS | ISHARES TR | $322.50万 | 0.33% | 23,595 | 1,256 | 5.6% | $17.17万 | 加仓 |
| IYC | ISHARES TR | $220.72万 | 0.23% | 21,832 | -22 | -0.1% | -$2,224 | 减仓 |
| IYJ | ISHARES TR | $182.12万 | 0.19% | 10,928 | -181 | -1.6% | -$3.02万 | 减仓 |
| IWM | ISHARES TR | $155.44万 | 0.16% | 5,173 | -3 | -0.1% | -$901 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $136.85万 | 0.14% | 31,080 | -81 | -0.3% | -$3,566 | 减仓 |
| VB | VANGUARD INDEX FDS | $128.83万 | 0.13% | 4,250 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $128.34万 | 0.13% | 25,249 | -80 | -0.3% | -$4,066 | 减仓 |
| VO | VANGUARD INDEX FDS | $126.51万 | 0.13% | 15,702 | 150 | 1.0% | $1.21万 | 加仓 |
| IWR | ISHARES TR | $119.95万 | 0.12% | 10,873 | 1 | 0.0% | $110 | 加仓 |
| LRCX | LAM RESEARCH CORP | $101.62万 | 0.10% | 2,345 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $78.76万 | 0.08% | 2,229 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $77.07万 | 0.08% | 10,607 | -13 | -0.1% | -$945 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $73.55万 | 0.08% | 2,136 | -725 | -25.3% | -$24.96万 | 减仓 |
| TSLA | TESLA INC | $67.72万 | 0.07% | 1,610 | -15 | -0.9% | -$6,309 | 减仓 |
| IJR | ISHARES TR | $67.51万 | 0.07% | 4,552 | -28 | -0.6% | -$4,153 | 减仓 |
| VTI | VANGUARD INDEX FDS | $65.24万 | 0.07% | 1,763 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $58.38万 | 0.06% | 830 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $48.36万 | 0.05% | 1,709 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $48.18万 | 0.05% | 19,917 | -1,600 | -7.4% | -$3.87万 | 减仓 |
| ORCL | ORACLE CORP | $46.30万 | 0.05% | 3,159 | -1,441 | -31.3% | -$21.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.38万 | 0.04% | 541 | 1 | 0.2% | $746 | 加仓 |
| META | META PLATFORMS INC | $38.13万 | 0.04% | 677 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $37.08万 | 0.04% | 1,047 | 1 | 0.1% | $354 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $34.50万 | 0.04% | 830 | -101 | -10.8% | -$4.20万 | 减仓 |
| EEM | ISHARES TR | $32.12万 | 0.03% | 4,695 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $31.72万 | 0.03% | 3,682 | 52 | 1.4% | $4,479 | 加仓 |
| DVY | ISHARES TR | $30.70万 | 0.03% | 1,964 | -57 | -2.8% | -$8,909 | 减仓 |
| IEFA | ISHARES TR | $28.73万 | 0.03% | 2,975 | 2,975 | — | $28.73万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $22.77万 | 0.02% | 1,045 | 19 | 1.9% | $4,141 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.93万 | 0.02% | 780 | 0 | 0.0% | — | 重新持有 |
| OPK | OPKO HEALTH INC | $1.58万 | 0.00% | 10,565 | 10,565 | — | $1.58万 | 新建仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,118 | -100.0% | -$23.53万 | 清仓 |