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 |
|---|---|---|---|---|---|---|---|---|
| GPC | GENUINE PARTS CO | $33.96万 | 0.01% | 3,212 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $33.06万 | 0.01% | 4,604 | 25 | 0.5% | $1,795 | 加仓 |
| ROST | ROSS STORES INC | $32.99万 | 0.01% | 1,523 | 12 | 0.8% | $2,600 | 加仓 |
| FDX | FEDEX CORP | $32.64万 | 0.01% | 916 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $31.88万 | 0.01% | 688 | 76 | 12.4% | $3.52万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $31.79万 | 0.01% | 4,021 | -400 | -9.0% | -$3.16万 | 减仓 |
| USMV | ISHARES TR | $31.74万 | 0.01% | 3,423 | 373 | 12.2% | $3.46万 | 加仓 |
| ITA | ISHARES TR | $31.04万 | 0.01% | 1,419 | 1,419 | — | $31.04万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $30.64万 | 0.01% | 1,466 | -77 | -5.0% | -$1.61万 | 减仓 |
| WFC | WELLS FARGO & CO | $30.63万 | 0.01% | 3,847 | -953 | -19.9% | -$7.59万 | 减仓 |
| IWF | ISHARES TR 看跌期权 | $29.85万 | 0.01% | 700 | 700 | — | $29.85万 | 新建仓 |
| IEMG | ISHARES INC | $29.71万 | 0.01% | 4,260 | 570 | 15.4% | $3.98万 | 加仓 |
| HYD | VANECK ETF TRUST | $29.57万 | 0.01% | 5,898 | 0 | 0.0% | — | 不变 |
| INBK | FIRST INTERNET BANCORP | $29.04万 | 0.01% | 14,250 | 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 |
| RSP | INVESCO EXCHANGE TRADED FD T | $27.62万 | 0.01% | 1,439 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $27.56万 | 0.01% | 1,843 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $27.37万 | 0.01% | 636 | -255 | -28.6% | -$10.97万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $27.27万 | 0.01% | 3,200 | -201 | -5.9% | -$1.71万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $26.69万 | 0.01% | 4,741 | -125 | -2.6% | -$7,038 | 减仓 |
| PSX | PHILLIPS 66 | $26.25万 | 0.01% | 1,441 | 1,441 | — | $26.25万 | 新建仓 |
| ASML | ASML HLDG NV | $25.49万 | 0.01% | 193 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $25.31万 | 0.01% | 549 | 549 | — | $25.31万 | 新建仓 |
| CPRT | COPART INC | $25.29万 | 0.01% | 7,617 | -1,994 | -20.7% | -$6.62万 | 减仓 |
| ORCL | ORACLE CORP | $25.15万 | 0.01% | 1,710 | -169 | -9.0% | -$2.49万 | 减仓 |
| IWD | ISHARES TR | $24.91万 | 0.01% | 1,166 | -187 | -13.8% | -$4.00万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $23.38万 | 0.01% | 4,132 | -46 | -1.1% | -$2,603 | 减仓 |
| PMBS | PIMCO ETF TR | $22.60万 | 0.01% | 4,557 | -1,193 | -20.7% | -$5.92万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $21.71万 | 0.01% | 4,351 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $20.76万 | 0.01% | 141 | 141 | — | $20.76万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $20.61万 | 0.01% | 1,000 | -6 | -0.6% | -$1,237 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $20.56万 | 0.01% | 680 | 12 | 1.8% | $3,628 | 加仓 |
| LIN | LINDE PLC | $20.33万 | 0.01% | 410 | -162 | -28.3% | -$8.03万 | 重新持有 |
| DHR | DANAHER CORP DEL | $20.26万 | 0.01% | 1,069 | -99 | -8.5% | -$1.88万 | 减仓 |
| IAU | ISHARES GOLD TR | $20.16万 | 0.01% | 2,287 | 2,287 | — | $20.16万 | 新建仓 |
| 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 |