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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $221.58万 | 0.07% | 89,527 | 10,118 | 12.7% | $25.04万 | 加仓 |
| OKE | ONEOK INC NEW | $213.50万 | 0.07% | 23,620 | 2,529 | 12.0% | $22.86万 | 加仓 |
| ENB | ENBRIDGE INC | $210.92万 | 0.07% | 38,959 | 3,841 | 10.9% | $20.80万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $209.72万 | 0.07% | 22,254 | 2,260 | 11.3% | $21.30万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $204.13万 | 0.07% | 9,320 | -505 | -5.1% | -$11.06万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $202.96万 | 0.07% | 7,304 | -2,019 | -21.7% | -$56.10万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $189.26万 | 0.06% | 9,095 | 983 | 12.1% | $20.46万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $187.40万 | 0.06% | 18,252 | -1,681 | -8.4% | -$17.26万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $182.93万 | 0.06% | 71,792 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $177.47万 | 0.06% | 19,019 | 2,126 | 12.6% | $19.84万 | 加仓 |
| WMT | WALMART INC | $176.74万 | 0.06% | 14,221 | 545 | 4.0% | $6.77万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $176.60万 | 0.06% | 17,951 | 1,941 | 12.1% | $19.10万 | 加仓 |
| QLD | PROSHARES TR | $170.80万 | 0.06% | 28,000 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $169.38万 | 0.05% | 15,978 | -1,127 | -6.6% | -$11.95万 | 减仓 |
| IWF | ISHARES TR | $165.36万 | 0.05% | 3,878 | -42 | -1.1% | -$1.79万 | 减仓 |
| FLOT | ISHARES TR | $162.53万 | 0.05% | 31,900 | -1,475 | -4.4% | -$7.52万 | 减仓 |
| PFF | ISHARES TR | $162.10万 | 0.05% | 53,463 | -714 | -1.3% | -$2.16万 | 减仓 |
| D | DOMINION ENERGY INC | $154.06万 | 0.05% | 24,921 | 2,958 | 13.5% | $18.29万 | 加仓 |
| RY | ROYAL BK CDA | $150.48万 | 0.05% | 9,301 | -184 | -1.9% | -$2.98万 | 减仓 |
| ROL | ROLLINS INC | $150.21万 | 0.05% | 28,124 | -6,946 | -19.8% | -$37.10万 | 减仓 |
| SDY | SPDR SERIES TRUST | $149.50万 | 0.05% | 10,244 | 8 | 0.1% | $1,167 | 加仓 |
| AZO | AUTOZONE INC | $142.88万 | 0.05% | 423 | -141 | -25.0% | -$47.63万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $140.51万 | 0.05% | 14,383 | 1,112 | 8.4% | $10.86万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $140.26万 | 0.05% | 10,696 | 607 | 6.0% | $7.96万 | 加仓 |
| PFE | PFIZER INC | $138.45万 | 0.04% | 49,305 | 7,537 | 18.0% | $21.16万 | 加仓 |
| ERIE | ERIE INDTY CO | $137.47万 | 0.04% | 5,470 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $136.73万 | 0.04% | 2,946 | 1 | 0.0% | $464 | 加仓 |
| TGT | TARGET CORP | $135.62万 | 0.04% | 11,190 | 11,190 | — | $135.62万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $131.39万 | 0.04% | 5,718 | -1,240 | -17.8% | -$28.49万 | 减仓 |
| CSX | CSX CORP | $130.69万 | 0.04% | 31,838 | -809 | -2.5% | -$3.32万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $129.46万 | 0.04% | 82,723 | 8,961 | 12.1% | $14.02万 | 加仓 |
| MTUM | ISHARES TR | $129.37万 | 0.04% | 5,391 | -307 | -5.4% | -$7.37万 | 减仓 |
| SSO | PROSHARES TR | $124.93万 | 0.04% | 24,080 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $113.78万 | 0.04% | 39,246 | 4,512 | 13.0% | $13.08万 | 加仓 |
| OMC | OMNICOM GROUP INC | $111.42万 | 0.04% | 14,795 | 1,478 | 11.1% | $11.13万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $110.12万 | 0.04% | 37,868 | 1,267 | 3.5% | $3.68万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $107.07万 | 0.03% | 6,620 | 625 | 10.4% | $10.11万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $104.57万 | 0.03% | 7,240 | -101 | -1.4% | -$1.46万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $102.01万 | 0.03% | 28,574 | 2,764 | 10.7% | $9.87万 | 加仓 |
| TJX | TJX COS INC NEW | $99.15万 | 0.03% | 6,208 | -14 | -0.2% | -$2,236 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $98.95万 | 0.03% | 5,705 | -477 | -7.7% | -$8.27万 | 减仓 |
| SBUX | STARBUCKS CORP | $97.21万 | 0.03% | 10,851 | -300 | -2.7% | -$2.69万 | 减仓 |
| TSLA | TESLA INC | $91.64万 | 0.03% | 2,465 | 138 | 5.9% | $5.13万 | 加仓 |
| IEFA | ISHARES TR | $90.45万 | 0.03% | 9,991 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $90.04万 | 0.03% | 3,711 | -437 | -10.5% | -$10.60万 | 减仓 |
| MSCI | MSCI INC | $88.45万 | 0.03% | 1,641 | -233 | -12.4% | -$12.56万 | 减仓 |
| QQQ | INVESCO QQQ TR | $88.19万 | 0.03% | 1,528 | 38 | 2.6% | $2.19万 | 加仓 |
| VO | VANGUARD INDEX FDS | $87.25万 | 0.03% | 3,038 | -197 | -6.1% | -$5.66万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $83.71万 | 0.03% | 3,094 | -10,870 | -77.8% | -$294.10万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $82.49万 | 0.03% | 16,709 | -3,452 | -17.1% | -$17.04万 | 减仓 |
| BBY | BEST BUY INC | $82.26万 | 0.03% | 12,813 | 1,371 | 12.0% | $8.80万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $78.04万 | 0.03% | 12,738 | -177 | -1.4% | -$1.08万 | 减仓 |
| CNO | CNO FINL GROUP INC | $76.75万 | 0.02% | 18,693 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $75.73万 | 0.02% | 9,894 | -1,830 | -15.6% | -$14.01万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $75.33万 | 0.02% | 2,348 | 948 | 67.7% | $30.41万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $74.14万 | 0.02% | 19,138 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.02% | 1 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $70.41万 | 0.02% | 3,335 | -721 | -17.8% | -$15.22万 | 减仓 |
| — | HONEYWELL INTL INC | $70.29万 | 0.02% | 3,110 | 5 | 0.2% | $1,130 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $69.21万 | 0.02% | 5,280 | -741 | -12.3% | -$9.71万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $67.09万 | 0.02% | 21,671 | 4,436 | 25.7% | $13.73万 | 加仓 |
| PGR | PROGRESSIVE CORP | $66.43万 | 0.02% | 3,351 | -35,390 | -91.4% | -$701.60万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $64.87万 | 0.02% | 5,184 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $62.99万 | 0.02% | 1,917 | -29 | -1.5% | -$9,529 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $62.06万 | 0.02% | 8,264 | 1,361 | 19.7% | $10.22万 | 加仓 |
| THFF | FIRST FINANCIAL CORPORATION | $60.08万 | 0.02% | 9,506 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $59.10万 | 0.02% | 3,081 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $58.98万 | 0.02% | 1,364 | -6,049 | -81.6% | -$261.55万 | 减仓 |
| GE | GE AEROSPACE | $58.41万 | 0.02% | 2,058 | -28,196 | -93.2% | -$800.23万 | 减仓 |
| NVO | NOVO-NORDISK A S | $56.66万 | 0.02% | 15,418 | -376 | -2.4% | -$1.38万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $56.29万 | 0.02% | 1,631 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $54.16万 | 0.02% | 2,184 | -6 | -0.3% | -$1,488 | 减仓 |
| EMR | EMERSON ELEC CO | $53.63万 | 0.02% | 4,093 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $53.37万 | 0.02% | 13,734 | -7,392 | -35.0% | -$28.73万 | 减仓 |
| NKE | NIKE INC | $50.84万 | 0.02% | 9,625 | -1,741 | -15.3% | -$9.20万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $50.44万 | 0.02% | 10,992 | -412 | -3.6% | -$1.89万 | 减仓 |
| GEV | GE VERNOVA INC | $49.32万 | 0.02% | 565 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $48.10万 | 0.02% | 2,813 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $47.52万 | 0.02% | 1,629 | -35 | -2.1% | -$1.02万 | 减仓 |
| DIS | DISNEY WALT CO | $47.44万 | 0.02% | 4,922 | -1,740 | -26.1% | -$16.77万 | 减仓 |
| EFX | EQUIFAX INC | $46.80万 | 0.02% | 2,599 | -13 | -0.5% | -$2,341 | 减仓 |
| SUB | ISHARES TR | $46.40万 | 0.02% | 4,357 | -940 | -17.7% | -$10.01万 | 减仓 |
| WHR | WHIRLPOOL CORP | $46.35万 | 0.02% | 8,597 | 639 | 8.0% | $3.45万 | 加仓 |
| MCK | MCKESSON CORP | $42.37万 | 0.01% | 490 | 21 | 4.5% | $1.82万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $42.01万 | 0.01% | 6,556 | -1 | -0.0% | -$64 | 减仓 |
| BP | BP PLC | $41.27万 | 0.01% | 8,781 | -100 | -1.1% | -$4,700 | 减仓 |
| NDAQ | NASDAQ INC | $40.39万 | 0.01% | 4,758 | -110 | -2.3% | -$9,338 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.79万 | 0.01% | 1,956 | -107 | -5.2% | -$2.18万 | 减仓 |
| ADI | ANALOG DEVICES INC | $39.67万 | 0.01% | 1,247 | 3 | 0.2% | $954 | 加仓 |
| NFLX | NETFLIX INC. | $39.67万 | 0.01% | 4,126 | -426 | -9.4% | -$4.10万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $39.60万 | 0.01% | 4,045 | -884 | -17.9% | -$8.66万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $38.94万 | 0.01% | 2,656 | -196 | -6.9% | -$2.87万 | 减仓 |
| EFA | ISHARES TR | $38.73万 | 0.01% | 3,987 | -1,135 | -22.2% | -$11.02万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $38.15万 | 0.01% | 8,358 | -1,075 | -11.4% | -$4.91万 | 减仓 |
| BIL | SPDR SERIES TRUST | $38.03万 | 0.01% | 4,150 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $36.50万 | 0.01% | 648 | -4 | -0.6% | -$2,253 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $36.16万 | 0.01% | 14,102 | 14,102 | — | $36.16万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $36.12万 | 0.01% | 1,234 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $35.39万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $35.33万 | 0.01% | 3,761 | 90 | 2.5% | $8,454 | 加仓 |