13F 机构持仓

Columbia Asset Management

Ann Arbor MI · SEC CIK 0001585047

2026Q22026Q1 更早 9 个季度 🔒
$5.75亿2026Q2 申报市值
168持仓数
40.2%前十大占比 · 第一大 9.6%
4 / 7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 5.8%
GOOGL 4.5%
AMZN 3.3%
ERIE 3.0%
AVGO 3.0%
V 3.0%
BRK/B 2.9%
CAT 2.6%
MRK 2.5%

2026Q2 买入最多 按季末市值估算

HONA 新建仓+$138.75万
TROW 加仓+$41.67万
BKR 新建仓+$33.41万
HPE 新建仓+$28.96万
AEP 加仓+$25.88万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$391.24万
AAPL 减仓-$234.58万
BRK/B 重新持有-$177.14万
HON 减仓-$153.94万
MU 减仓-$133.44万

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
GLD SPDR GOLD TR $149.38万0.26%4,055 00.0% — 不变
DTE DTE ENERGY CO $156.47万0.27%10,269 310.3% $4,724 加仓
DUK DUKE ENERGY CORP NEW $159.79万0.28%12,624 -520-4.0% -$6.58万 减仓
BNY BANK OF NY MELLON CORP $160.47万0.28%11,097 -1,020-8.4% -$14.75万 减仓
PSA PUBLIC STORAGE $169.69万0.29%5,331 -25-0.5% -$7,958 减仓
IEFA ISHARES TR $174.09万0.30%18,026 320.2% $3,090 加仓
GS GOLDMAN SACHS GROUP INC $176.19万0.31%1,742 -45-2.5% -$4.55万 减仓
USB US BANCORP $179.98万0.31%29,798 -2,665-8.2% -$16.10万 减仓
AEP AMERICAN ELEC PWR CO INC $184.98万0.32%13,521 1,89216.3% $25.88万 加仓
INTC INTEL CORP $187.26万0.33%13,411 -2,969-18.1% -$41.46万 减仓
WM WASTE MGMT INC DEL $191.34万0.33%8,585 -750-8.0% -$16.72万 减仓
T AT&T INC $191.78万0.33%92,647 -4,735-4.9% -$9.80万 减仓
SONY SONY GROUP CORP $196.14万0.34%97,775 -9,725-9.0% -$19.51万 减仓
LRCX LAM RESEARCH CORP $205.83万0.36%4,750 00.0% — 不变
DECK DECKERS OUTDOOR CORP $208.88万0.36%21,037 00.0% — 不变
BATRK ATLANTA BRAVES HLDGS INC $214.89万0.37%41,405 2,7657.2% $14.35万 加仓
QCOM QUALCOMM INC $215.54万0.37%11,664 3863.4% $7.13万 加仓
MMM 3M CO $221.45万0.38%13,677 -909-6.2% -$14.72万 减仓
SCHW SCHWAB CHARLES CORP $227.13万0.39%24,616 -1,096-4.3% -$10.11万 减仓
GE GE AEROSPACE $229.96万0.40%6,153 -61-1.0% -$2.28万 减仓
TROW PRICE T ROWE GROUP INC $250.46万0.44%22,030 3,66520.0% $41.67万 加仓
BSV VANGUARD BD INDEX FDS $255.01万0.44%32,731 240.1% $1,870 加仓
NFLX NETFLIX INC. $262.74万0.46%36,798 2,2506.5% $16.06万 加仓
ITW ILLINOIS TOOL WKS INC $264.28万0.46%9,771 -619-6.0% -$16.74万 减仓
ADBE ADOBE INC $264.43万0.46%12,898 -2,361-15.5% -$48.41万 减仓
SHEL SHELL PLC $294.30万0.51%37,955 -945-2.4% -$7.33万 减仓
C CITIGROUP INC $309.69万0.54%22,127 -1,590-6.7% -$22.25万 减仓
DIS DISNEY WALT CO $316.01万0.55%32,832 -1,819-5.2% -$17.51万 减仓
VUG VANGUARD INDEX FDS $345.91万0.60%40,157 -1,333-3.2% -$11.48万 减仓
ASML ASML HLDG NV $353.92万0.62%1,779 -70-3.8% -$13.93万 减仓
AXP AMERICAN EXPRESS CO $366.30万0.64%10,829 -965-8.2% -$32.64万 减仓
VO VANGUARD INDEX FDS $370.19万0.64%45,947 -297-0.6% -$2.39万 减仓
UPS UNITED PARCEL SVCS INC $389.91万0.68%36,270 -3,100-7.9% -$33.33万 减仓
COST COSTCO WHOLESALE CORPORATION $407.19万0.71%4,353 -150-3.3% -$14.03万 减仓
MCD MCDONALDS CORP $421.25万0.73%15,584 -304-1.9% -$8.22万 减仓
NKE NIKE INC $423.38万0.74%103,137 1,9351.9% $7.94万 加仓
SYK STRYKER CORPORATION $424.32万0.74%13,477 -535-3.8% -$16.84万 减仓
HD HOME DEPOT INC $426.80万0.74%12,102 -450-3.6% -$15.87万 减仓
PEP PEPSICO INC $430.22万0.75%31,774 -194-0.6% -$2.63万 减仓
VIG VANGUARD SPECIALIZED FUNDS $454.39万0.79%19,204 -935-4.6% -$22.12万 减仓
PFE PFIZER INC $457.92万0.80%190,168 -4,092-2.1% -$9.85万 减仓
VXUS VANGUARD STAR FDS $460.97万0.80%53,920 -926-1.7% -$7.92万 减仓
BP BP PLC $463.74万0.81%125,505 -3,769-2.9% -$13.93万 减仓
DE DEERE & CO $492.92万0.86%7,771 -230-2.9% -$14.59万 减仓
MDT MEDTRONIC PLC $497.75万0.87%63,627 2,0673.4% $16.17万 加仓
VB VANGUARD INDEX FDS $507.39万0.88%16,739 -132-0.8% -$4.00万 减仓
MU MICRON TECHNOLOGY INC $517.93万0.90%4,487 -1,156-20.5% -$133.44万 减仓
TGT TARGET CORP $518.35万0.90%39,687 -2,270-5.4% -$29.65万 减仓
PG PROCTER & GAMBLE CO $534.96万0.93%36,481 -3,256-8.2% -$47.75万 减仓
VZ VERIZON COMMUNICATIONS INC $537.23万0.93%126,884 -18,268-12.6% -$77.35万 减仓
KO COCA COLA CO $576.30万1.00%70,912 -1,295-1.8% -$10.52万 减仓
CVX CHEVRON CORPORATION $578.21万1.01%34,883 -1,299-3.6% -$21.53万 减仓
UNP UNION PAC CORP $634.15万1.10%23,314 -1,029-4.2% -$27.99万 减仓
NVDA NVIDIA CORPORATION $673.64万1.17%33,667 4881.5% $9.76万 加仓
GLW CORNING INC $775.54万1.35%30,362 -294-1.0% -$7.51万 减仓
AMGN AMGEN INC $777.02万1.35%21,458 -962-4.3% -$34.84万 减仓
IBM INTERNATIONAL BUSINESS MACHS $798.71万1.39%28,403 -841-2.9% -$23.65万 减仓
SBUX STARBUCKS CORP $814.80万1.42%79,734 -1,711-2.1% -$17.48万 减仓
ABBV ABBVIE INC $868.80万1.51%34,525 -804-2.3% -$20.23万 减仓
LLY ELI LILLY & CO $960.62万1.67%8,009 -422-5.0% -$50.62万 减仓
CSCO CISCO SYS INC $1,011.24万1.76%86,092 -3,890-4.3% -$45.69万 减仓
SPY STATE STR SPDR S&P 500 ETF T $1,033.11万1.80%13,834 -332-2.3% -$24.79万 减仓
JPM JPMORGAN CHASE & CO $1,040.80万1.81%31,797 -1,286-3.9% -$42.09万 减仓
GOOG ALPHABET INC $1,230.00万2.14%34,812 -804-2.3% -$28.41万 减仓
JNJ JOHNSON & JOHNSON $1,300.13万2.26%51,192 -3,078-5.7% -$78.17万 减仓
MRK MERCK & CO INC $1,419.61万2.47%110,475 -1,188-1.1% -$15.27万 减仓
CAT CATERPILLAR INC $1,508.67万2.62%14,167 -891-5.9% -$94.88万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,687.82万2.93%33,730 -3,540-9.5% -$177.14万 重新持有
V VISA INC $1,716.48万2.98%50,030 -1,106-2.2% -$37.95万 减仓
AVGO BROADCOM INC $1,716.57万2.98%45,442 -2,030-4.3% -$76.68万 减仓
ERIE ERIE INDTY CO $1,740.39万3.03%72,592 230.0% $5,514 加仓
AMZN AMAZON COM INC $1,920.39万3.34%80,573 -3,916-4.6% -$93.33万 减仓
GOOGL ALPHABET INC $2,582.42万4.49%72,262 -1,819-2.5% -$65.01万 减仓
MSFT MICROSOFT CORP $3,331.39万5.79%89,309 -796-0.9% -$29.69万 减仓
AAPL APPLE INC $5,497.30万9.56%189,981 -8,107-4.1% -$234.58万 减仓