DONALDSON CAPITAL MANAGEMENT, LLC
EVANSVILLE IN · SEC CIK 0001487438
$30.90亿2026Q1 申报市值
235持仓数
42.2%前十大占比 · 第一大 9.1%
14 / 4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
CTAS 加仓+$3,060.04万
PCAR 加仓+$2,929.91万
WSO 加仓+$1,917.46万
PAYX 加仓+$1,369.99万
LPLA 新建仓+$854.31万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$8,100.76万
SO 减仓-$5,254.65万
ICSH 减仓-$1,137.75万
NU 清仓-$842.94万
GE 减仓-$800.23万
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 |
|---|---|---|---|---|---|---|---|---|
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -503,548 | -100.0% | -$842.94万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BA | BOEING CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -502 | -100.0% | -$23.58万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,788 | -100.0% | -$22.23万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,309 | -100.0% | -$20.17万 | 清仓 |
| IAU | ISHARES GOLD TR | $20.16万 | 0.01% | 2,287 | 2,287 | — | $20.16万 | 新建仓 |
| DHR | DANAHER CORP DEL | $20.26万 | 0.01% | 1,069 | -99 | -8.5% | -$1.88万 | 减仓 |
| LIN | LINDE PLC | $20.33万 | 0.01% | 410 | -162 | -28.3% | -$8.03万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $20.56万 | 0.01% | 680 | 12 | 1.8% | $3,628 | 加仓 |
| TM | TOYOTA MOTOR CORP | $20.61万 | 0.01% | 1,000 | -6 | -0.6% | -$1,237 | 减仓 |
| KLAC | KLA CORP | $20.76万 | 0.01% | 141 | 141 | — | $20.76万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $21.71万 | 0.01% | 4,351 | 0 | 0.0% | — | 不变 |
| PMBS | PIMCO ETF TR | $22.60万 | 0.01% | 4,557 | -1,193 | -20.7% | -$5.92万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $23.38万 | 0.01% | 4,132 | -46 | -1.1% | -$2,603 | 减仓 |
| IWD | ISHARES TR | $24.91万 | 0.01% | 1,166 | -187 | -13.8% | -$4.00万 | 减仓 |
| ORCL | ORACLE CORP | $25.15万 | 0.01% | 1,710 | -169 | -9.0% | -$2.49万 | 减仓 |
| CPRT | COPART INC | $25.29万 | 0.01% | 7,617 | -1,994 | -20.7% | -$6.62万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $25.31万 | 0.01% | 549 | 549 | — | $25.31万 | 新建仓 |
| ASML | ASML HLDG NV | $25.49万 | 0.01% | 193 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $26.25万 | 0.01% | 1,441 | 1,441 | — | $26.25万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $26.69万 | 0.01% | 4,741 | -125 | -2.6% | -$7,038 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $27.27万 | 0.01% | 3,200 | -201 | -5.9% | -$1.71万 | 减仓 |
| GLD | SPDR GOLD TR | $27.37万 | 0.01% | 636 | -255 | -28.6% | -$10.97万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $27.56万 | 0.01% | 1,843 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $27.62万 | 0.01% | 1,439 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $28.28万 | 0.01% | 7,361 | 7,361 | — | $28.28万 | 新建仓 |
| INBK | FIRST INTERNET BANCORP | $29.04万 | 0.01% | 14,250 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $29.57万 | 0.01% | 5,898 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $29.71万 | 0.01% | 4,260 | 570 | 15.4% | $3.98万 | 加仓 |
| IWF | ISHARES TR 看跌期权 | $29.85万 | 0.01% | 700 | 700 | — | $29.85万 | 新建仓 |
| WFC | WELLS FARGO & CO | $30.63万 | 0.01% | 3,847 | -953 | -19.9% | -$7.59万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $30.64万 | 0.01% | 1,466 | -77 | -5.0% | -$1.61万 | 减仓 |
| ITA | ISHARES TR | $31.04万 | 0.01% | 1,419 | 1,419 | — | $31.04万 | 新建仓 |
| USMV | ISHARES TR | $31.74万 | 0.01% | 3,423 | 373 | 12.2% | $3.46万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $31.79万 | 0.01% | 4,021 | -400 | -9.0% | -$3.16万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $31.88万 | 0.01% | 688 | 76 | 12.4% | $3.52万 | 加仓 |
| FDX | FEDEX CORP | $32.64万 | 0.01% | 916 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $32.99万 | 0.01% | 1,523 | 12 | 0.8% | $2,600 | 加仓 |
| CVS | CVS HEALTH CORP | $33.06万 | 0.01% | 4,604 | 25 | 0.5% | $1,795 | 加仓 |
| GPC | GENUINE PARTS CO | $33.96万 | 0.01% | 3,212 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $35.33万 | 0.01% | 3,761 | 90 | 2.5% | $8,454 | 加仓 |
| MTZ | MASTEC INC | $35.39万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $36.12万 | 0.01% | 1,234 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $36.16万 | 0.01% | 14,102 | 14,102 | — | $36.16万 | 新建仓 |
| DE | DEERE & CO | $36.50万 | 0.01% | 648 | -4 | -0.6% | -$2,253 | 减仓 |
| BIL | SPDR SERIES TRUST | $38.03万 | 0.01% | 4,150 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $38.15万 | 0.01% | 8,358 | -1,075 | -11.4% | -$4.91万 | 减仓 |
| EFA | ISHARES TR | $38.73万 | 0.01% | 3,987 | -1,135 | -22.2% | -$11.02万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $38.94万 | 0.01% | 2,656 | -196 | -6.9% | -$2.87万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $39.60万 | 0.01% | 4,045 | -884 | -17.9% | -$8.66万 | 减仓 |
| NFLX | NETFLIX INC. | $39.67万 | 0.01% | 4,126 | -426 | -9.4% | -$4.10万 | 减仓 |
| ADI | ANALOG DEVICES INC | $39.67万 | 0.01% | 1,247 | 3 | 0.2% | $954 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.79万 | 0.01% | 1,956 | -107 | -5.2% | -$2.18万 | 减仓 |
| NDAQ | NASDAQ INC | $40.39万 | 0.01% | 4,758 | -110 | -2.3% | -$9,338 | 减仓 |
| BP | BP PLC | $41.27万 | 0.01% | 8,781 | -100 | -1.1% | -$4,700 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $42.01万 | 0.01% | 6,556 | -1 | -0.0% | -$64 | 减仓 |
| MCK | MCKESSON CORP | $42.37万 | 0.01% | 490 | 21 | 4.5% | $1.82万 | 加仓 |
| WHR | WHIRLPOOL CORP | $46.35万 | 0.02% | 8,597 | 639 | 8.0% | $3.45万 | 加仓 |
| SUB | ISHARES TR | $46.40万 | 0.02% | 4,357 | -940 | -17.7% | -$10.01万 | 减仓 |
| EFX | EQUIFAX INC | $46.80万 | 0.02% | 2,599 | -13 | -0.5% | -$2,341 | 减仓 |
| DIS | DISNEY WALT CO | $47.44万 | 0.02% | 4,922 | -1,740 | -26.1% | -$16.77万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $47.52万 | 0.02% | 1,629 | -35 | -2.1% | -$1.02万 | 减仓 |
| CR | CRANE COMPANY | $48.10万 | 0.02% | 2,813 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $49.32万 | 0.02% | 565 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $50.44万 | 0.02% | 10,992 | -412 | -3.6% | -$1.89万 | 减仓 |
| NKE | NIKE INC | $50.84万 | 0.02% | 9,625 | -1,741 | -15.3% | -$9.20万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $53.37万 | 0.02% | 13,734 | -7,392 | -35.0% | -$28.73万 | 减仓 |
| EMR | EMERSON ELEC CO | $53.63万 | 0.02% | 4,093 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $54.16万 | 0.02% | 2,184 | -6 | -0.3% | -$1,488 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $56.29万 | 0.02% | 1,631 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $56.66万 | 0.02% | 15,418 | -376 | -2.4% | -$1.38万 | 减仓 |
| GE | GE AEROSPACE | $58.41万 | 0.02% | 2,058 | -28,196 | -93.2% | -$800.23万 | 减仓 |
| INTU | INTUIT | $58.98万 | 0.02% | 1,364 | -6,049 | -81.6% | -$261.55万 | 减仓 |
| QUAL | ISHARES TR | $59.10万 | 0.02% | 3,081 | 0 | 0.0% | — | 不变 |
| THFF | FIRST FINANCIAL CORPORATION | $60.08万 | 0.02% | 9,506 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $62.06万 | 0.02% | 8,264 | 1,361 | 19.7% | $10.22万 | 加仓 |
| SYK | STRYKER CORPORATION | $62.99万 | 0.02% | 1,917 | -29 | -1.5% | -$9,529 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $64.87万 | 0.02% | 5,184 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $66.43万 | 0.02% | 3,351 | -35,390 | -91.4% | -$701.60万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $67.09万 | 0.02% | 21,671 | 4,436 | 25.7% | $13.73万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $69.21万 | 0.02% | 5,280 | -741 | -12.3% | -$9.71万 | 减仓 |
| — | HONEYWELL INTL INC | $70.29万 | 0.02% | 3,110 | 5 | 0.2% | $1,130 | 加仓 |
| IVE | ISHARES TR | $70.41万 | 0.02% | 3,335 | -721 | -17.8% | -$15.22万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.02% | 1 | 0 | 0.0% | — | 不变 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $74.14万 | 0.02% | 19,138 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $75.33万 | 0.02% | 2,348 | 948 | 67.7% | $30.41万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $75.73万 | 0.02% | 9,894 | -1,830 | -15.6% | -$14.01万 | 减仓 |
| CNO | CNO FINL GROUP INC | $76.75万 | 0.02% | 18,693 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $78.04万 | 0.03% | 12,738 | -177 | -1.4% | -$1.08万 | 减仓 |
| BBY | BEST BUY INC | $82.26万 | 0.03% | 12,813 | 1,371 | 12.0% | $8.80万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $82.49万 | 0.03% | 16,709 | -3,452 | -17.1% | -$17.04万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $83.71万 | 0.03% | 3,094 | -10,870 | -77.8% | -$294.10万 | 减仓 |
| VO | VANGUARD INDEX FDS | $87.25万 | 0.03% | 3,038 | -197 | -6.1% | -$5.66万 | 减仓 |
| QQQ | INVESCO QQQ TR | $88.19万 | 0.03% | 1,528 | 38 | 2.6% | $2.19万 | 加仓 |