Columbia Asset Management
Ann Arbor MI · SEC CIK 0001585047
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $76.23万 | 0.13% | 31,050 | 4,776 | 18.2% | $11.73万 | 加仓 |
| IRM | IRON MTN INC DEL | $74.67万 | 0.13% | 5,912 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $74.64万 | 0.13% | 635 | 32 | 5.3% | $3.76万 | 加仓 |
| TJX | TJX COS INC NEW | $73.05万 | 0.13% | 4,822 | 25 | 0.5% | $3,788 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $72.38万 | 0.13% | 750 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $72.12万 | 0.13% | 750 | -36 | -4.6% | -$3.46万 | 减仓 |
| SO | SOUTHERN CO | $68.34万 | 0.12% | 7,141 | -628 | -8.1% | -$6.01万 | 减仓 |
| AZN | ASTRAZENECA PLC | $68.05万 | 0.12% | 3,589 | -600 | -14.3% | -$11.38万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $67.49万 | 0.12% | 7,400 | -33 | -0.4% | -$3,010 | 减仓 |
| TSLA | TESLA INC | $60.53万 | 0.11% | 1,439 | 60 | 4.4% | $2.52万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $59.05万 | 0.10% | 1,715 | -178 | -9.4% | -$6.13万 | 减仓 |
| NEM | NEWMONT CORP | $58.36万 | 0.10% | 6,248 | -5 | -0.1% | -$467 | 减仓 |
| DDOG | DATADOG INC | $58.32万 | 0.10% | 2,240 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $57.37万 | 0.10% | 766 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $56.16万 | 0.10% | 2,037 | -42 | -2.0% | -$1.16万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $55.41万 | 0.10% | 2,558 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $52.30万 | 0.09% | 22,142 | -960 | -4.2% | -$2.27万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $50.21万 | 0.09% | 4,135 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $49.66万 | 0.09% | 5,540 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $47.91万 | 0.08% | 375 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $47.17万 | 0.08% | 1,107 | -523 | -32.1% | -$22.29万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $47.02万 | 0.08% | 8,342 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $46.54万 | 0.08% | 1,250 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $46.02万 | 0.08% | 6,739 | 1,285 | 23.6% | $8.78万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $44.28万 | 0.08% | 4,830 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $42.11万 | 0.07% | 4,641 | 50 | 1.1% | $4,537 | 加仓 |
| FDX | FEDEX CORP | $41.63万 | 0.07% | 1,330 | 1 | 0.1% | $313 | 加仓 |
| BA | BOEING CO | $41.06万 | 0.07% | 1,897 | -65 | -3.3% | -$1.41万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $38.94万 | 0.07% | 6,894 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $38.76万 | 0.07% | 7,820 | -200 | -2.5% | -$9,912 | 减仓 |
| META | META PLATFORMS INC | $38.66万 | 0.07% | 686 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $38.41万 | 0.07% | 2,189 | -335 | -13.3% | -$5.88万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $38.36万 | 0.07% | 3,360 | -470 | -12.3% | -$5.37万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $37.71万 | 0.07% | 2,985 | -100 | -3.2% | -$1.26万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $37.44万 | 0.07% | 1,541 | -32 | -2.0% | -$7,774 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $33.96万 | 0.06% | 11,495 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $33.69万 | 0.06% | 6,798 | -200 | -2.9% | -$9,912 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $33.41万 | 0.06% | 6,020 | 6,020 | — | $33.41万 | 新建仓 |
| PSX | PHILLIPS 66 | $31.75万 | 0.06% | 1,878 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $31.49万 | 0.05% | 2,030 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $31.26万 | 0.05% | 5,425 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $31.03万 | 0.05% | 11,203 | 130 | 1.2% | $3,601 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $30.90万 | 0.05% | 5,028 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $30.57万 | 0.05% | 825 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $30.51万 | 0.05% | 3,750 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.35万 | 0.05% | 1,355 | -409 | -23.2% | -$9.16万 | 减仓 |
| — | ELECTRONIC ARTS INC | $29.73万 | 0.05% | 1,450 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $29.19万 | 0.05% | 2,595 | 50 | 2.0% | $5,625 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $28.96万 | 0.05% | 6,420 | 6,420 | — | $28.96万 | 新建仓 |
| CMI | CUMMINS INC | $28.53万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $28.30万 | 0.05% | 2,558 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $28.12万 | 0.05% | 1,100 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $27.98万 | 0.05% | 5,337 | 4 | 0.1% | $210 | 加仓 |
| WAT | WATERS CORP | $27.90万 | 0.05% | 744 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $27.83万 | 0.05% | 2,895 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $27.66万 | 0.05% | 3,266 | 2 | 0.1% | $169 | 加仓 |
| GIS | GENERAL MILLS INC | $27.44万 | 0.05% | 7,886 | -5,004 | -38.8% | -$17.41万 | 减仓 |
| AGI | ALAMOS GOLD INC | $26.38万 | 0.05% | 8,695 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $25.92万 | 0.05% | 125 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $25.12万 | 0.04% | 840 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $24.92万 | 0.04% | 380 | 380 | — | $24.92万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $24.64万 | 0.04% | 1,570 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $23.96万 | 0.04% | 1,633 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $23.76万 | 0.04% | 980 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $23.75万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $20.66万 | 0.04% | 2,890 | -585 | -16.8% | -$4.18万 | 减仓 |
| BIL | SPDR SERIES TRUST | $20.62万 | 0.04% | 2,250 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $16.55万 | 0.03% | 11,908 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -23,061 | -100.0% | -$391.24万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -10,022 | -100.0% | -$41.74万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -3,700 | -100.0% | -$39.13万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -2,960 | -100.0% | -$28.56万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -3,723 | -100.0% | -$27.72万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -602 | -100.0% | -$26.03万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,280 | -100.0% | -$20.74万 | 清仓 |