13F 机构持仓

Columbia Asset Management

Ann Arbor MI · SEC CIK 0001585047

2026Q22026Q1 更早 9 个季度 🔒
$5.25亿2026Q1 申报市值
170持仓数
39.7%前十大占比 · 第一大 9.6%
7 / 11新建仓 / 清仓
申报市值走势$5.75亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 9.6%
MSFT 6.4%
GOOGL 4.1%
ERIE 3.5%
AMZN 3.4%
V 2.9%
AVGO 2.8%
MRK 2.6%
JNJ 2.5%
CAT 2.0%

2026Q1 买入最多 按季末市值估算

VXUS 加仓+$155.39万
AZN 新建仓+$82.62万
VB 加仓+$73.47万
MU 加仓+$59.73万
DELL 新建仓+$55.56万

2026Q1 卖出最多 按季末市值估算

TJX 减仓-$91.11万
GOOGL 减仓-$88.71万
IBM 减仓-$78.22万
AZN 清仓-$77.03万
SEALED AIR CORP 清仓-$64.47万

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
CB CHUBB LTD SWITZ $107.43万0.20%3,296 00.0% — 不变
ORCL ORACLE CORP $111.39万0.21%7,572 -1,335-15.0% -$19.64万 减仓
RIO RIO TINTO PLC $114.24万0.22%12,245 2,15521.4% $20.10万 加仓
GD GENERAL DYNAMICS CORP $122.63万0.23%3,573 451.3% $1.54万 加仓
EMR EMERSON ELEC CO $124.98万0.24%9,539 10.0% $131 加仓
VRTX VERTEX PHARMACEUTICALS INC $129.01万0.25%2,889 64628.8% $28.85万 加仓
CLX CLOROX CO DEL $130.33万0.25%12,576 1,61014.7% $16.68万 加仓
AMT AMERICAN TOWER CORP $133.44万0.25%7,732 3154.2% $5.44万 加仓
BNY BANK NEW YORK MELLON CORP $143.74万0.27%12,117 -1,420-10.5% -$16.85万 减仓
PSA PUBLIC STORAGE OPER CO $145.08万0.28%5,356 -117-2.1% -$3.17万 减仓
QCOM QUALCOMM INC $145.24万0.28%11,278 -1,045-8.5% -$13.46万 减仓
DTE DTE ENERGY CO $149.70万0.29%10,238 -78-0.8% -$1.14万 减仓
GS GOLDMAN SACHS GROUP INC $151.16万0.29%1,787 -149-7.7% -$12.60万 减仓
AEP AMERICAN ELEC PWR CO INC $152.43万0.29%11,629 1,09710.4% $14.38万 加仓
IEFA ISHARES TR $162.90万0.31%17,994 1,86211.5% $16.86万 加仓
BATRK ATLANTA BRAVES HLDGS INC $164.99万0.31%38,640 2450.6% $1.05万 加仓
TROW PRICE T ROWE GROUP INC $165.54万0.32%18,365 1901.0% $1.71万 加仓
USB US BANCORP $168.84万0.32%32,463 4701.5% $2.44万 加仓
DUK DUKE ENERGY CORP NEW $172.10万0.33%13,144 7105.7% $9.30万 加仓
GLD SPDR GOLD TR $174.48万0.33%4,055 1213.1% $5.21万 加仓
GE GE AEROSPACE $176.34万0.34%6,214 -766-11.0% -$21.74万 减仓
MU MICRON TECHNOLOGY INC $190.64万0.36%5,643 1,76845.6% $59.73万 加仓
DECK DECKERS OUTDOOR CORP $210.56万0.40%21,037 -130-0.6% -$1.30万 减仓
MMM 3M CO $211.83万0.40%14,586 -1,580-9.8% -$22.95万 减仓
WM WASTE MGMT INC DEL $214.51万0.41%9,335 00.0% — 不变
SONY SONY GROUP CORP $222.53万0.42%107,500 -2,200-2.0% -$4.55万 减仓
SCHW SCHWAB CHARLES CORP $241.64万0.46%25,712 820.3% $7,706 加仓
ASML ASML HLDG NV $244.22万0.47%1,849 -7-0.4% -$9,246 减仓
BSV VANGUARD BD INDEX FDS $256.45万0.49%32,707 160.0% $1,255 加仓
C CITIGROUP INC $268.97万0.51%23,717 -2,086-8.1% -$23.66万 减仓
ITW ILLINOIS TOOL WKS INC $270.44万0.52%10,390 00.0% — 不变
T AT&T INC $282.31万0.54%97,382 9371.0% $2.72万 加仓
— HONEYWELL INTL INC $300.24万0.57%13,283 -10-0.1% -$2,260 减仓
VUG VANGUARD INDEX FDS $302.06万0.58%6,915 3214.9% $14.02万 加仓
VO VANGUARD INDEX FDS $332.01万0.63%11,561 7076.5% $20.30万 加仓
NFLX NETFLIX INC. $332.18万0.63%34,548 1,9506.0% $18.75万 加仓
DIS DISNEY WALT CO $333.97万0.64%34,651 -517-1.5% -$4.98万 减仓
AXP AMERICAN EXPRESS CO $356.73万0.68%11,794 -64-0.5% -$1.94万 减仓
SHEL SHELL PLC $361.77万0.69%38,900 -990-2.5% -$9.21万 减仓
ADBE ADOBE INC $370.92万0.71%15,259 -618-3.9% -$15.02万 减仓
UPS UNITED PARCEL SVCS INC $387.32万0.74%39,370 1,2083.2% $11.88万 加仓
— EXXON MOBIL CORP $391.24万0.75%23,061 3701.6% $6.28万 加仓
HD HOME DEPOT INC $412.81万0.79%12,552 -519-4.0% -$17.07万 减仓
GLW CORNING INC $416.83万0.79%30,656 -3,970-11.5% -$53.98万 减仓
VXUS VANGUARD STAR FDS $422.92万0.81%54,846 20,15258.1% $155.39万 加仓
VIG VANGUARD SPECIALIZED FUNDS $433.11万0.82%20,139 6173.2% $13.27万 加仓
VB VANGUARD INDEX FDS $441.88万0.84%16,871 2,80519.9% $73.47万 加仓
COST COSTCO WHOLESALE CORPORATION $448.66万0.85%4,503 320.7% $3.19万 加仓
DE DEERE & CO $450.67万0.86%8,001 20.0% $1,127 加仓
SYK STRYKER CORPORATION $460.44万0.88%14,012 -550-3.8% -$18.07万 减仓
MCD MCDONALDS CORP $493.78万0.94%15,888 -74-0.5% -$2.30万 减仓
PEP PEPSICO INC $496.43万0.95%31,968 1,3844.5% $21.49万 加仓
TGT TARGET CORP $508.52万0.97%41,957 3,7179.7% $45.05万 加仓
MDT MEDTRONIC PLC $533.42万1.02%61,560 -664-1.1% -$5.75万 减仓
NKE NIKE INC $534.55万1.02%101,202 4,8755.1% $25.75万 加仓
PFE PFIZER INC $545.48万1.04%194,260 1,6980.9% $4.77万 加仓
KO COCA COLA CO $549.13万1.05%72,207 -1,155-1.6% -$8.78万 减仓
PG PROCTER & GAMBLE CO $573.96万1.09%39,737 -746-1.8% -$10.78万 减仓
NVDA NVIDIA CORPORATION $578.63万1.10%33,179 3701.1% $6.45万 加仓
UNP UNION PAC CORP $590.61万1.12%24,343 9414.0% $22.83万 加仓
BP BP PLC $607.59万1.16%129,274 3,3702.7% $15.84万 加仓
CSCO CISCO SYS INC $698.17万1.33%89,982 -7,021-7.2% -$54.48万 减仓
IBM INTERNATIONAL BUSINESS MACHS $708.84万1.35%29,244 -3,227-9.9% -$78.22万 减仓
VZ VERIZON COMMUNICATIONS INC $728.66万1.39%145,152 -1,661-1.1% -$8.34万 减仓
SBUX STARBUCKS CORP $729.67万1.39%81,445 -2,816-3.3% -$25.23万 减仓
CVX CHEVRON CORPORATION $748.61万1.43%36,182 1,2623.6% $26.11万 加仓
ABBV ABBVIE INC $768.37万1.46%35,329 -155-0.4% -$3.37万 减仓
LLY ELI LILLY & CO $775.46万1.48%8,431 851.0% $7.82万 加仓
AMGN AMGEN INC $788.85万1.50%22,420 -583-2.5% -$20.51万 减仓
SPY STATE STR SPDR S&P 500 ETF T $921.30万1.75%14,166 2742.0% $17.82万 加仓
JPM JPMORGAN CHASE & CO $973.18万1.85%33,083 -579-1.7% -$17.03万 减仓
GOOG ALPHABET INC $1,021.67万1.95%35,616 -195-0.5% -$5.59万 减仓
CAT CATERPILLAR INC $1,066.79万2.03%15,058 -25-0.2% -$1.77万 减仓
JNJ JOHNSON & JOHNSON $1,326.57万2.53%54,270 -1,799-3.2% -$43.97万 减仓
MRK MERCK & CO INC $1,343.19万2.56%111,663 1290.1% $1.55万 加仓
AVGO BROADCOM INC $1,469.30万2.80%47,472 -1,133-2.3% -$35.07万 减仓
V VISA INC $1,545.53万2.94%51,136 -671-1.3% -$20.28万 减仓
AMZN AMAZON COM INC $1,759.66万3.35%84,489 1480.2% $3.08万 加仓
ERIE ERIE INDTY CO $1,823.73万3.47%72,569 8211.1% $20.63万 加仓
GOOGL ALPHABET INC $2,130.27万4.06%74,081 -3,085-4.0% -$88.71万 减仓
MSFT MICROSOFT CORP $3,335.43万6.35%90,105 -64-0.1% -$2.37万 减仓
AAPL APPLE INC $5,027.29万9.57%198,088 -1,551-0.8% -$39.36万 减仓