Van Hulzen Asset Management, LLC
EL DORADO HILLS CA · SEC CIK 0001600145
$14.06亿2026Q2 申报市值
387持仓数
30.1%前十大占比 · 第一大 6.8%
47 / 26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
PANW 加仓+$634.54万
P 新建仓+$538.23万
MSCI 新建仓+$529.14万
UNP 新建仓+$355.42万
AWK 加仓+$343.80万
2026Q2 卖出最多 按季末市值估算
TSLA 减仓-$2,114.10万
FBTC 减仓-$1,088.75万
AAPL 减仓-$1,067.71万
BALL 清仓-$789.12万
CSCO 减仓-$748.82万
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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED | $2,395.29万 | 1.70% | 70,297 | 6,278 | 9.8% | $213.92万 | 加仓 |
| AMZN | AMAZON COM INC | $2,605.40万 | 1.85% | 109,314 | 4,863 | 4.7% | $115.91万 | 加仓 |
| IVV | ISHARES TR | $2,809.55万 | 2.00% | 37,516 | 4,071 | 12.2% | $304.87万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,019.36万 | 2.15% | 118,886 | -4,943 | -4.0% | -$125.54万 | 减仓 |
| CSCO | CISCO SYS INC | $3,044.50万 | 2.17% | 259,194 | -63,751 | -19.7% | -$748.82万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3,160.19万 | 2.25% | 72,928 | -1,697 | -2.3% | -$73.54万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,168.89万 | 2.25% | 112,688 | -2,594 | -2.3% | -$72.95万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,366.32万 | 2.40% | 67,274 | 3,709 | 5.8% | $185.59万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $3,501.16万 | 2.49% | 458,267 | -70,700 | -13.4% | -$540.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,711.21万 | 2.64% | 99,491 | -16,002 | -13.9% | -$596.91万 | 减仓 |
| AVGO | BROADCOM INC | $3,910.31万 | 2.78% | 103,516 | 1,720 | 1.7% | $64.97万 | 加仓 |
| GOOGL | ALPHABET INC | $5,830.05万 | 4.15% | 163,138 | -8,085 | -4.7% | -$288.93万 | 减仓 |
| AAPL | APPLE INC | $9,526.87万 | 6.78% | 329,239 | -36,899 | -10.1% | -$1,067.71万 | 减仓 |