DONALDSON CAPITAL MANAGEMENT, LLC
EVANSVILLE IN · SEC CIK 0001487438
$35.01亿2026Q2 申报市值
311持仓数
38.0%前十大占比 · 第一大 5.6%
81 / 12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
KMB 新建仓+$5,866.54万
O 新建仓+$5,606.87万
LIN 加仓+$4,660.03万
OKE 加仓+$2,853.34万
SPY 加仓+$2,167.28万
2026Q2 卖出最多 按季末市值估算
PCAR 减仓-$5,275.84万
XLC 减仓-$4,910.76万
AVGO 减仓-$2,138.67万
MS 减仓-$2,120.67万
JPM 减仓-$1,380.55万
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 |
|---|---|---|---|---|---|---|---|---|
| SLB | SLB LIMITED | $45.70万 | 0.01% | 9,830 | 9,830 | — | $45.70万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $46.55万 | 0.01% | 1,172 | -75 | -6.0% | -$2.98万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $47.07万 | 0.01% | 2,131 | 2,131 | — | $47.07万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $47.22万 | 0.01% | 6,627 | 71 | 1.1% | $5,059 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $47.29万 | 0.01% | 1,223 | -11 | -0.9% | -$4,253 | 减仓 |
| HON | HONEYWELL INTL INC | $47.70万 | 0.01% | 2,131 | -979 | -31.5% | -$21.91万 | 减仓 |
| KEY | KEYCORP | $47.80万 | 0.01% | 20,738 | 20,738 | — | $47.80万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $48.66万 | 0.01% | 4,089 | 44 | 1.1% | $5,236 | 加仓 |
| MTZ | MASTEC INC | $49.93万 | 0.01% | 1,200 | 100 | 9.1% | $4.16万 | 加仓 |
| BA | BOEING CO | $51.50万 | 0.01% | 2,379 | 1,169 | 96.6% | $25.31万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $52.96万 | 0.02% | 1,553 | 1,553 | — | $52.96万 | 新建仓 |
| — | WISDOMTREE TR | $53.09万 | 0.02% | 7,377 | 7,377 | — | $53.09万 | 新建仓 |
| DIS | DISNEY WALT CO | $55.00万 | 0.02% | 5,714 | 792 | 16.1% | $7.62万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $56.44万 | 0.02% | 11,338 | 11,338 | — | $56.44万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $57.61万 | 0.02% | 2,708 | 1,269 | 88.2% | $27.00万 | 加仓 |
| MMM | 3M CO | $58.79万 | 0.02% | 3,631 | 3,631 | — | $58.79万 | 新建仓 |
| NUE | NUCOR CORP | $59.97万 | 0.02% | 2,692 | 2,692 | — | $59.97万 | 新建仓 |
| VST | VISTRA CORP | $60.04万 | 0.02% | 3,785 | 3,785 | — | $60.04万 | 新建仓 |
| CR | CRANE COMPANY | $62.75万 | 0.02% | 2,813 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $62.83万 | 0.02% | 3,960 | 1,304 | 49.1% | $20.69万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $62.89万 | 0.02% | 14,177 | 443 | 3.2% | $1.97万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $63.69万 | 0.02% | 1,929 | 300 | 18.4% | $9.90万 | 加仓 |
| PSX | PHILLIPS 66 | $65.21万 | 0.02% | 3,857 | 2,416 | 167.7% | $40.85万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $66.46万 | 0.02% | 4,684 | -500 | -9.6% | -$7.09万 | 减仓 |
| CVS | CVS HEALTH CORP | $67.99万 | 0.02% | 6,572 | 1,968 | 42.7% | $20.36万 | 加仓 |
| QUAL | ISHARES TR | $68.12万 | 0.02% | 3,104 | 23 | 0.7% | $5,048 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $68.85万 | 0.02% | 8,221 | -43 | -0.5% | -$3,601 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $68.92万 | 0.02% | 5,993 | 5,993 | — | $68.92万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $69.93万 | 0.02% | 3,000 | 3,000 | — | $69.93万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $70.04万 | 0.02% | 3,206 | -145 | -4.3% | -$3.17万 | 减仓 |
| BAC | BANK OF AMER CORP | $70.51万 | 0.02% | 12,374 | 8,308 | 204.3% | $47.34万 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $72.78万 | 0.02% | 13,703 | 965 | 7.6% | $5.13万 | 加仓 |
| QCOM | QUALCOMM INC | $73.02万 | 0.02% | 3,951 | 2,404 | 155.4% | $44.43万 | 重新持有 |
| THFF | FIRST FINANCIAL CORPORATION | $73.61万 | 0.02% | 9,506 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.02% | 1 | 0 | 0.0% | — | 不变 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $74.92万 | 0.02% | 19,138 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $75.55万 | 0.02% | 8,700 | 8,700 | — | $75.55万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $78.04万 | 0.02% | 3,900 | 3,900 | — | $78.04万 | 新建仓 |
| SYK | STRYKER CORPORATION | $83.97万 | 0.02% | 2,667 | 750 | 39.1% | $23.61万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $85.03万 | 0.02% | 2,926 | 1,295 | 79.4% | $37.63万 | 加仓 |
| BP | BP PLC | $87.96万 | 0.03% | 23,804 | 15,023 | 171.1% | $55.51万 | 加仓 |
| MSCI | MSCI INC | $88.04万 | 0.03% | 1,572 | -69 | -4.2% | -$3.86万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $89.20万 | 0.03% | 2,637 | 1,957 | 287.8% | $66.20万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $89.25万 | 0.03% | 7,610 | 5,861 | 335.1% | $68.74万 | 重新持有 |
| ITW | ILLINOIS TOOL WKS INC | $90.09万 | 0.03% | 3,331 | 3,331 | — | $90.09万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $93.32万 | 0.03% | 19,465 | 4,047 | 26.2% | $19.40万 | 加仓 |
| UNP | UNION PAC CORP | $94.47万 | 0.03% | 3,473 | -238 | -6.4% | -$6.47万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $94.94万 | 0.03% | 5,696 | -9 | -0.2% | -$1,500 | 减仓 |
| ROL | ROLLINS INC | $95.15万 | 0.03% | 22,795 | -5,329 | -18.9% | -$22.24万 | 减仓 |
| CNO | CNO FINL GROUP INC | $95.30万 | 0.03% | 18,693 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $96.18万 | 0.03% | 21,212 | 10,220 | 93.0% | $46.34万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $96.93万 | 0.03% | 991 | 991 | — | $96.93万 | 新建仓 |
| RIO | RIO TINTO PLC | $97.37万 | 0.03% | 10,257 | 10,257 | — | $97.37万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $97.91万 | 0.03% | 12,152 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $98.44万 | 0.03% | 308 | -115 | -27.2% | -$36.75万 | 减仓 |
| GEV | GE VERNOVA INC | $101.86万 | 0.03% | 867 | 302 | 53.5% | $35.48万 | 加仓 |
| BBY | BEST BUY INC | $101.94万 | 0.03% | 13,434 | 621 | 4.8% | $4.71万 | 加仓 |
| IEFA | ISHARES TR | $102.68万 | 0.03% | 10,631 | 640 | 6.4% | $6.18万 | 加仓 |
| T | AT&T INC | $102.90万 | 0.03% | 49,711 | 10,465 | 26.7% | $21.66万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $103.25万 | 0.03% | 35,082 | 20,980 | 148.8% | $61.74万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $106.06万 | 0.03% | 7,752 | 2,472 | 46.8% | $33.82万 | 加仓 |
| TSLA | TESLA INC | $107.51万 | 0.03% | 2,556 | 91 | 3.7% | $3.83万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $113.71万 | 0.03% | 29,846 | 1,272 | 4.5% | $4.85万 | 加仓 |
| OMC | OMNICOM GROUP INC | $114.11万 | 0.03% | 15,668 | 873 | 5.9% | $6.36万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $115.46万 | 0.03% | 31,316 | 9,645 | 44.5% | $35.56万 | 加仓 |
| INTC | INTEL CORP | $115.50万 | 0.03% | 8,272 | 8,272 | — | $115.50万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $116.12万 | 0.03% | 1,999 | 43 | 2.2% | $2.50万 | 加仓 |
| GLD | SPDR GOLD TR | $118.64万 | 0.03% | 3,221 | 2,585 | 406.4% | $95.22万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $121.54万 | 0.03% | 6,561 | -59 | -0.9% | -$1.09万 | 减仓 |
| PFE | PFIZER INC | $127.22万 | 0.04% | 52,832 | 3,527 | 7.2% | $8.49万 | 加仓 |
| TJX | TJX COS INC NEW | $127.69万 | 0.04% | 8,429 | 2,221 | 35.8% | $33.65万 | 加仓 |
| IVE | ISHARES TR | $128.23万 | 0.04% | 5,647 | 2,312 | 69.3% | $52.50万 | 加仓 |
| WM | WASTE MGMT INC DEL | $129.69万 | 0.04% | 5,819 | 101 | 1.8% | $2.25万 | 加仓 |
| ERIE | ERIE INDTY CO | $131.14万 | 0.04% | 5,470 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $131.16万 | 0.04% | 24,465 | 7,756 | 46.4% | $41.58万 | 加仓 |
| SBUX | STARBUCKS CORP | $131.39万 | 0.04% | 12,857 | 2,006 | 18.5% | $20.50万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $132.59万 | 0.04% | 3,583 | 1,235 | 52.6% | $45.70万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $133.17万 | 0.04% | 3,204 | 110 | 3.6% | $4.57万 | 加仓 |
| GE | GE AEROSPACE | $141.13万 | 0.04% | 3,776 | 1,718 | 83.5% | $64.21万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $148.10万 | 0.04% | 16,852 | 6,958 | 70.3% | $61.15万 | 加仓 |
| CSX | CSX CORP | $152.15万 | 0.04% | 32,012 | 174 | 0.5% | $8,270 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $154.85万 | 0.04% | 42,859 | 4,991 | 13.2% | $18.03万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $156.74万 | 0.04% | 88,403 | 5,680 | 6.9% | $10.07万 | 加仓 |
| EMR | EMERSON ELEC CO | $159.04万 | 0.05% | 11,110 | 7,017 | 171.4% | $100.45万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $159.22万 | 0.05% | 10,958 | 262 | 2.4% | $3.81万 | 加仓 |
| SSO | PROSHARES TR | $162.25万 | 0.05% | 24,080 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $162.85万 | 0.05% | 31,900 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $167.12万 | 0.05% | 12,795 | 1,605 | 14.3% | $20.96万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $168.16万 | 0.05% | 15,580 | 1,197 | 8.3% | $12.92万 | 加仓 |
| LII | LENNOX INTL INC | $168.68万 | 0.05% | 2,944 | -2 | -0.1% | -$1,146 | 减仓 |
| ABT | ABBOTT LABORATORIES | $168.92万 | 0.05% | 18,615 | 363 | 2.0% | $3.29万 | 加仓 |
| WMT | WALMART INC | $169.44万 | 0.05% | 14,961 | 740 | 5.2% | $8.38万 | 加仓 |
| DE | DEERE & CO | $173.24万 | 0.05% | 2,731 | 2,083 | 321.5% | $132.13万 | 加仓 |
| NOBL | PROSHARES TR | $174.91万 | 0.05% | 31,145 | -811 | -2.5% | -$4.55万 | 减仓 |
| MTUM | ISHARES TR | $185.34万 | 0.05% | 5,406 | 15 | 0.3% | $5,143 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $185.37万 | 0.05% | 71,792 | 0 | 0.0% | — | 不变 |
| DAN | DANA INC | $186.07万 | 0.05% | 68,382 | 68,382 | — | $186.07万 | 新建仓 |
| D | DOMINION ENERGY INC | $189.11万 | 0.05% | 27,693 | 2,772 | 11.1% | $18.93万 | 加仓 |
| IWF | ISHARES TR | $190.02万 | 0.05% | 15,303 | -209 | -1.3% | -$2.60万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $190.06万 | 0.05% | 12,961 | 5,721 | 79.0% | $83.89万 | 加仓 |