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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $21.29万 | 0.01% | 2,576 | 2,576 | — | $21.29万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $21.12万 | 0.01% | 1,185 | -380 | -24.3% | -$6.77万 | 重新持有 |
| CPRT | COPART INC | $20.96万 | 0.01% | 7,434 | -183 | -2.4% | -$5,159 | 减仓 |
| BN | BROOKFIELD CORP | $20.87万 | 0.01% | 4,901 | 4,901 | — | $20.87万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $20.32万 | 0.01% | 1,877 | 1,877 | — | $20.32万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $20.18万 | 0.01% | 350 | 350 | — | $20.18万 | 新建仓 |
| DVY | ISHARES TR | $20.06万 | 0.01% | 1,284 | 1,284 | — | $20.06万 | 新建仓 |
| VALE | VALE S A | $19.69万 | 0.01% | 13,092 | 13,092 | — | $19.69万 | 新建仓 |
| F | FORD MTR CO | $17.05万 | 0.00% | 12,268 | 12,268 | — | $17.05万 | 新建仓 |
| — | SOLESENCE INC | $11.03万 | 0.00% | 150,000 | 150,000 | — | $11.03万 | 新建仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $10.20万 | 0.00% | 17,398 | 17,398 | — | $10.20万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -28,398 | -100.0% | -$854.31万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -4,227 | -100.0% | -$809.08万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -107,483 | -100.0% | -$794.52万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -292,276 | -100.0% | -$727.18万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,364 | -100.0% | -$58.98万 | 清仓 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | -4,357 | -100.0% | -$46.40万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -8,597 | -100.0% | -$46.35万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -490 | -100.0% | -$42.37万 | 清仓 |
| IWF | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -2,800 | -100.0% | -$29.85万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$20.61万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,069 | -100.0% | -$20.26万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,287 | -100.0% | -$20.16万 | 清仓 |