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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $65.21万 | 0.02% | 3,857 | 2,416 | 167.7% | $40.85万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $63.69万 | 0.02% | 1,929 | 300 | 18.4% | $9.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $62.89万 | 0.02% | 14,177 | 443 | 3.2% | $1.97万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $62.83万 | 0.02% | 3,960 | 1,304 | 49.1% | $20.69万 | 加仓 |
| CR | CRANE COMPANY | $62.75万 | 0.02% | 2,813 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $60.04万 | 0.02% | 3,785 | 3,785 | — | $60.04万 | 新建仓 |
| NUE | NUCOR CORP | $59.97万 | 0.02% | 2,692 | 2,692 | — | $59.97万 | 新建仓 |
| MMM | 3M CO | $58.79万 | 0.02% | 3,631 | 3,631 | — | $58.79万 | 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 |
| VUSB | VANGUARD BD INDEX FDS | $56.44万 | 0.02% | 11,338 | 11,338 | — | $56.44万 | 新建仓 |
| DIS | DISNEY WALT CO | $55.00万 | 0.02% | 5,714 | 792 | 16.1% | $7.62万 | 加仓 |
| — | WISDOMTREE TR | $53.09万 | 0.02% | 7,377 | 7,377 | — | $53.09万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $52.96万 | 0.02% | 1,553 | 1,553 | — | $52.96万 | 新建仓 |
| BA | BOEING CO | $51.50万 | 0.01% | 2,379 | 1,169 | 96.6% | $25.31万 | 重新持有 |
| MTZ | MASTEC INC | $49.93万 | 0.01% | 1,200 | 100 | 9.1% | $4.16万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $48.66万 | 0.01% | 4,089 | 44 | 1.1% | $5,236 | 加仓 |
| KEY | KEYCORP | $47.80万 | 0.01% | 20,738 | 20,738 | — | $47.80万 | 新建仓 |
| HON | HONEYWELL INTL INC | $47.70万 | 0.01% | 2,131 | -979 | -31.5% | -$21.91万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $47.29万 | 0.01% | 1,223 | -11 | -0.9% | -$4,253 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $47.22万 | 0.01% | 6,627 | 71 | 1.1% | $5,059 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $47.07万 | 0.01% | 2,131 | 2,131 | — | $47.07万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $46.55万 | 0.01% | 1,172 | -75 | -6.0% | -$2.98万 | 减仓 |
| SLB | SLB LIMITED | $45.70万 | 0.01% | 9,830 | 9,830 | — | $45.70万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $44.22万 | 0.01% | 23,127 | 23,127 | — | $44.22万 | 新建仓 |
| KLAC | KLA CORP | $43.84万 | 0.01% | 1,453 | 43 | 3.0% | $1.30万 | 加仓 |
| NKE | NIKE INC | $43.54万 | 0.01% | 10,608 | 983 | 10.2% | $4.04万 | 加仓 |
| GM | GENERAL MTRS CO | $43.49万 | 0.01% | 5,642 | 5,642 | — | $43.49万 | 新建仓 |
| GSK | GSK PLC | $43.39万 | 0.01% | 8,278 | 8,278 | — | $43.39万 | 新建仓 |
| NFLX | NETFLIX INC. | $43.35万 | 0.01% | 6,072 | 1,946 | 47.2% | $13.89万 | 加仓 |
| NTR | NUTRIEN LTD | $43.25万 | 0.01% | 6,870 | 6,870 | — | $43.25万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $42.61万 | 0.01% | 8,772 | 8,772 | — | $42.61万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $42.54万 | 0.01% | 5,800 | 1,059 | 22.3% | $7.77万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $42.12万 | 0.01% | 8,358 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $41.84万 | 0.01% | 4,028 | 41 | 1.0% | $4,259 | 加仓 |
| EFX | EQUIFAX INC | $41.25万 | 0.01% | 2,599 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $40.24万 | 0.01% | 3,420 | 3,420 | — | $40.24万 | 新建仓 |
| DXJ | WISDOMTREE TR | $39.91万 | 0.01% | 2,300 | 2,300 | — | $39.91万 | 新建仓 |
| INBK | FIRST INTERNET BANCORP | $39.62万 | 0.01% | 14,250 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $39.55万 | 0.01% | 757 | 69 | 10.0% | $3.60万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $38.07万 | 0.01% | 35,715 | 35,715 | — | $38.07万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $38.07万 | 0.01% | 4,154 | 4 | 0.1% | $367 | 加仓 |
| WELL | WELLTOWER INC | $38.04万 | 0.01% | 1,676 | 1,676 | — | $38.04万 | 新建仓 |
| GPC | GENUINE PARTS CO | $37.89万 | 0.01% | 3,212 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $37.70万 | 0.01% | 3,910 | 3,910 | — | $37.70万 | 新建仓 |
| NDAQ | NASDAQ INC | $37.55万 | 0.01% | 4,764 | 6 | 0.1% | $473 | 加仓 |
| BHP | BHP BILLITON LIMITED | $37.37万 | 0.01% | 4,486 | 4,486 | — | $37.37万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $36.51万 | 0.01% | 4,021 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $36.37万 | 0.01% | 2,058 | 2,058 | — | $36.37万 | 新建仓 |
| EOG | EOG RES INC | $35.46万 | 0.01% | 2,733 | 2,733 | — | $35.46万 | 新建仓 |
| IEMG | ISHARES INC | $35.36万 | 0.01% | 4,269 | 9 | 0.2% | $746 | 加仓 |
| EMB | ISHARES TR | $35.26万 | 0.01% | 3,656 | -105 | -2.8% | -$1.01万 | 减仓 |
| VLUE | ISHARES TR | $33.36万 | 0.01% | 1,670 | 1,670 | — | $33.36万 | 新建仓 |
| ROST | ROSS STORES INC | $33.33万 | 0.01% | 1,566 | 43 | 2.8% | $9,153 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $32.99万 | 0.01% | 1,843 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $32.66万 | 0.01% | 3,952 | 105 | 2.7% | $8,677 | 加仓 |
| EME | EMCOR GROUP INC | $32.53万 | 0.01% | 392 | 392 | — | $32.53万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $32.27万 | 0.01% | 1,065 | 1,065 | — | $32.27万 | 新建仓 |
| MDT | MEDTRONIC PLC | $31.39万 | 0.01% | 4,013 | 4,013 | — | $31.39万 | 新建仓 |
| KMT | KENNAMETAL INC | $30.81万 | 0.01% | 8,790 | 8,790 | — | $30.81万 | 新建仓 |
| ITA | ISHARES TR | $30.69万 | 0.01% | 1,266 | -153 | -10.8% | -$3.71万 | 减仓 |
| HYD | VANECK ETF TRUST | $30.38万 | 0.01% | 5,898 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $29.99万 | 0.01% | 426 | 426 | — | $29.99万 | 新建仓 |
| USMV | ISHARES TR | $29.91万 | 0.01% | 3,100 | -323 | -9.4% | -$3.12万 | 减仓 |
| MTB | M & T BK CORP | $29.42万 | 0.01% | 1,236 | 1,236 | — | $29.42万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $29.28万 | 0.01% | 3,194 | -6 | -0.2% | -$550 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $29.05万 | 0.01% | 1,441 | -25 | -1.7% | -$5,040 | 减仓 |
| ORCL | ORACLE CORP | $28.99万 | 0.01% | 1,978 | 268 | 15.7% | $3.93万 | 加仓 |
| BCE | BCE INC | $28.92万 | 0.01% | 13,445 | 13,445 | — | $28.92万 | 新建仓 |
| GLW | CORNING INC | $28.81万 | 0.01% | 1,128 | 1,128 | — | $28.81万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.18万 | 0.01% | 2,415 | 1,052 | 77.2% | $12.27万 | 重新持有 |
| WES | WESTERN MIDSTREAM PARTNERS L | $27.74万 | 0.01% | 6,340 | 6,340 | — | $27.74万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $27.13万 | 0.01% | 1,394 | 1,394 | — | $27.13万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $26.90万 | 0.01% | 7,727 | 7,727 | — | $26.90万 | 新建仓 |
| IDV | ISHARES TR | $26.79万 | 0.01% | 6,467 | 6,467 | — | $26.79万 | 新建仓 |
| AGX | ARGAN INC | $26.67万 | 0.01% | 334 | 334 | — | $26.67万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $26.48万 | 0.01% | 4,591 | 4,591 | — | $26.48万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $26.09万 | 0.01% | 602 | 602 | — | $26.09万 | 新建仓 |
| IWD | ISHARES TR | $25.50万 | 0.01% | 1,052 | -114 | -9.8% | -$2.76万 | 减仓 |
| FDX | FEDEX CORP | $25.25万 | 0.01% | 806 | -110 | -12.0% | -$3.45万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $25.16万 | 0.01% | 731 | 75 | 11.4% | $2.58万 | 重新持有 |
| MPWR | MONOLITHIC PWR SYS INC | $24.61万 | 0.01% | 178 | 178 | — | $24.61万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.50万 | 0.01% | 7,361 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $24.47万 | 0.01% | 4,026 | -106 | -2.6% | -$6,444 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $24.33万 | 0.01% | 905 | 905 | — | $24.33万 | 新建仓 |
| NEM | NEWMONT CORP | $23.82万 | 0.01% | 2,550 | 2,550 | — | $23.82万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $23.64万 | 0.01% | 2,512 | 2,512 | — | $23.64万 | 新建仓 |
| HTFL | HEARTFLOW INC | $23.45万 | 0.01% | 7,991 | 7,991 | — | $23.45万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $23.03万 | 0.01% | 579 | 30 | 5.5% | $1.19万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $22.82万 | 0.01% | 4,049 | 4,049 | — | $22.82万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $22.63万 | 0.01% | 1,332 | 1,332 | — | $22.63万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $22.61万 | 0.01% | 8,728 | 8,728 | — | $22.61万 | 新建仓 |
| PMBS | PIMCO ETF TR | $22.50万 | 0.01% | 4,557 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $22.50万 | 0.01% | 3,984 | 3,984 | — | $22.50万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $22.18万 | 0.01% | 732 | 732 | — | $22.18万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $22.12万 | 0.01% | 910 | 910 | — | $22.12万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $22.01万 | 0.01% | 4,351 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $21.93万 | 0.01% | 4,528 | 4,528 | — | $21.93万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $21.91万 | 0.01% | 955 | 955 | — | $21.91万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $21.63万 | 0.01% | 2,530 | 2,530 | — | $21.63万 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $21.52万 | 0.01% | 4,221 | 4,221 | — | $21.52万 | 新建仓 |