Columbia Asset Management
Ann Arbor MI · SEC CIK 0001585047
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,190 | -100.0% | -$77.03万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -15,560 | -100.0% | -$64.47万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -1,585 | -100.0% | -$52.32万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -5,321 | -100.0% | -$46.26万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -5,248 | -100.0% | -$41.65万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,450 | -100.0% | -$25.77万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -366 | -100.0% | -$20.92万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -646 | -100.0% | -$11.71万 | 清仓 |
| DIS | DISNEY WALT CO 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$11.38万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -128 | -100.0% | -$3.15万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -25 | -100.0% | -$8,443 | 清仓 |
| F | FORD MTR CO | $13.74万 | 0.03% | 11,908 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $20.62万 | 0.04% | 2,250 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $20.74万 | 0.04% | 2,280 | 2,280 | — | $20.74万 | 新建仓 |
| IWD | ISHARES TR | $20.94万 | 0.04% | 980 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $20.98万 | 0.04% | 2,895 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $21.52万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $21.72万 | 0.04% | 1,570 | 1,570 | — | $21.72万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $21.99万 | 0.04% | 1,633 | 1,633 | — | $21.99万 | 新建仓 |
| WAT | WATERS CORP | $22.16万 | 0.04% | 744 | 39 | 5.5% | $1.16万 | 加仓 |
| MAS | MASCO CORP | $22.64万 | 0.04% | 3,750 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $22.88万 | 0.04% | 840 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $23.20万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $23.62万 | 0.04% | 3,475 | -150 | -4.1% | -$1.02万 | 减仓 |
| SJM | SMUCKER J M CO | $24.54万 | 0.05% | 2,545 | 40 | 1.6% | $3,858 | 加仓 |
| INTU | INTUIT | $26.03万 | 0.05% | 602 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $26.44万 | 0.05% | 2,240 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $26.53万 | 0.05% | 11,495 | -1,500 | -11.5% | -$3.46万 | 减仓 |
| MPC | MARATHON PETE CORP | $26.86万 | 0.05% | 1,100 | 0 | 0.0% | — | 重新持有 |
| MAR | MARRIOTT INTL INC NEW | $26.98万 | 0.05% | 825 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $27.32万 | 0.05% | 3,264 | 2 | 0.1% | $167 | 加仓 |
| UBS | UBS GROUP AG | $27.34万 | 0.05% | 6,998 | 62 | 0.9% | $2,422 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $27.41万 | 0.05% | 11,073 | 1,000 | 9.9% | $2.48万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $27.46万 | 0.05% | 125 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $27.72万 | 0.05% | 3,723 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $27.92万 | 0.05% | 5,028 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $28.56万 | 0.05% | 2,960 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $28.95万 | 0.06% | 2,558 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $29.35万 | 0.06% | 8,020 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $29.38万 | 0.06% | 750 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $29.43万 | 0.06% | 5,333 | 5 | 0.1% | $276 | 加仓 |
| — | ELECTRONIC ARTS INC | $29.56万 | 0.06% | 1,450 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.90万 | 0.06% | 5,425 | 260 | 5.0% | $1.58万 | 加仓 |
| D | DOMINION ENERGY INC | $33.72万 | 0.06% | 5,454 | 5,454 | — | $33.72万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $34.17万 | 0.07% | 1,573 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $34.21万 | 0.07% | 1,878 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $35.84万 | 0.07% | 1,764 | 3 | 0.2% | $610 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $38.58万 | 0.07% | 4,135 | 300 | 7.8% | $2.80万 | 加仓 |
| AGI | ALAMOS GOLD INC | $38.63万 | 0.07% | 8,695 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $38.76万 | 0.07% | 8,342 | 8,342 | — | $38.76万 | 新建仓 |
| BA | BOEING CO | $39.05万 | 0.07% | 1,962 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $39.08万 | 0.07% | 6,894 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $39.13万 | 0.07% | 3,700 | -990 | -21.1% | -$10.47万 | 减仓 |
| META | META PLATFORMS INC | $39.26万 | 0.07% | 686 | 30 | 4.6% | $1.72万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $41.17万 | 0.08% | 4,830 | 260 | 5.7% | $2.22万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $41.20万 | 0.08% | 2,030 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $41.74万 | 0.08% | 10,022 | -150 | -1.5% | -$6,247 | 减仓 |
| RACE | FERRARI N V | $42.31万 | 0.08% | 1,250 | -25 | -2.0% | -$8,461 | 减仓 |
| GILD | GILEAD SCIENCES INC | $43.00万 | 0.08% | 3,085 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $47.14万 | 0.09% | 4,591 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $47.30万 | 0.09% | 375 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $47.34万 | 0.09% | 1,329 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $47.98万 | 0.09% | 12,890 | -1,710 | -11.7% | -$6.36万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $48.02万 | 0.09% | 7,433 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $49.77万 | 0.09% | 5,540 | -145 | -2.6% | -$1.30万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $49.98万 | 0.10% | 2,558 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $50.04万 | 0.10% | 766 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $51.27万 | 0.10% | 1,379 | -67 | -4.6% | -$2.49万 | 减仓 |
| KHC | KRAFT HEINZ CO | $51.96万 | 0.10% | 23,102 | -2,400 | -9.4% | -$5.40万 | 减仓 |
| HSY | HERSHEY CO | $52.47万 | 0.10% | 2,524 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $52.66万 | 0.10% | 603 | -376 | -38.4% | -$32.83万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $54.87万 | 0.10% | 2,809 | -2,645 | -48.5% | -$51.66万 | 减仓 |
| CI | THE CIGNA GROUP | $55.46万 | 0.11% | 2,079 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $55.56万 | 0.11% | 3,385 | 3,385 | — | $55.56万 | 新建仓 |
| ETN | EATON CORP PLC | $58.30万 | 0.11% | 1,630 | -125 | -7.1% | -$4.47万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $58.64万 | 0.11% | 3,830 | -575 | -13.1% | -$8.80万 | 减仓 |
| IRM | IRON MTN INC DEL | $60.39万 | 0.11% | 5,912 | -480 | -7.5% | -$4.90万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $60.68万 | 0.12% | 1,893 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $62.52万 | 0.12% | 2,631 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $63.21万 | 0.12% | 11,226 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $67.68万 | 0.13% | 6,253 | 196 | 3.2% | $2.12万 | 加仓 |
| INTC | INTEL CORP | $72.28万 | 0.14% | 16,380 | -4,935 | -23.2% | -$21.78万 | 减仓 |
| BAC | BANK AMERICA CORP | $73.20万 | 0.14% | 15,015 | -3,568 | -19.2% | -$17.39万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $74.77万 | 0.14% | 13,834 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $74.98万 | 0.14% | 7,769 | 4 | 0.1% | $386 | 加仓 |
| CMCSA | COMCAST CORP NEW | $75.43万 | 0.14% | 26,274 | 3,405 | 14.9% | $9.78万 | 加仓 |
| BLK | BLACKROCK INC | $75.59万 | 0.14% | 786 | -158 | -16.7% | -$15.20万 | 减仓 |
| TJX | TJX COS INC NEW | $76.61万 | 0.15% | 4,797 | -5,705 | -54.3% | -$91.11万 | 减仓 |
| AZN | ASTRAZENECA PLC | $82.62万 | 0.16% | 4,189 | 4,189 | — | $82.62万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $83.02万 | 0.16% | 14,404 | 550 | 4.0% | $3.17万 | 加仓 |
| MO | ALTRIA GROUP INC | $85.06万 | 0.16% | 12,890 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $90.19万 | 0.17% | 5,455 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $91.99万 | 0.18% | 7,402 | -1,218 | -14.1% | -$15.14万 | 减仓 |
| EQNR | EQUINOR ASA | $96.36万 | 0.18% | 22,835 | 9,950 | 77.2% | $41.99万 | 加仓 |
| UL | UNILEVER PLC | $99.41万 | 0.19% | 17,449 | 516 | 3.0% | $2.94万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $101.49万 | 0.19% | 4,750 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $104.54万 | 0.20% | 11,325 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $105.71万 | 0.20% | 10,872 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $106.67万 | 0.20% | 4,620 | 75 | 1.7% | $1.73万 | 加仓 |