Van Hulzen Asset Management, LLC
EL DORADO HILLS CA · SEC CIK 0001600145
$13.46亿2026Q1 申报市值
361持仓数
29.8%前十大占比 · 第一大 6.9%
34 / 8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
BRK/B 加仓+$1,076.14万
SLB 新建仓+$920.29万
CB 加仓+$901.66万
CME 新建仓+$827.60万
CL 加仓+$641.05万
2026Q1 卖出最多 按季末市值估算
AJG 减仓-$1,475.03万
ADP 减仓-$1,444.31万
BALL 减仓-$789.17万
BAC 减仓-$741.49万
NFLX 减仓-$605.50万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $9,292.22万 | 6.90% | 366,138 | 4,825 | 1.3% | $122.45万 | 加仓 |
| GOOGL | ALPHABET INC | $4,923.68万 | 3.66% | 171,223 | -1,457 | -0.8% | -$41.90万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,275.19万 | 3.18% | 115,493 | 5,743 | 5.2% | $212.59万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $3,845.06万 | 2.86% | 528,967 | -58,800 | -10.0% | -$427.42万 | 减仓 |
| AVGO | BROADCOM INC | $3,150.69万 | 2.34% | 101,796 | -4,681 | -4.4% | -$144.88万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,046.03万 | 2.26% | 63,565 | 22,457 | 54.6% | $1,076.14万 | 加仓 |
| TSLA | TESLA INC | $3,030.51万 | 2.25% | 81,520 | -1,227 | -1.5% | -$45.61万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,026.89万 | 2.25% | 123,829 | -5,441 | -4.2% | -$133.00万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,794.31万 | 2.08% | 115,282 | 1,080 | 0.9% | $26.18万 | 加仓 |
| — | EXXON MOBIL CORP | $2,751.23万 | 2.04% | 162,161 | 19,817 | 13.9% | $336.22万 | 加仓 |
| MCD | MCDONALDS CORP | $2,653.97万 | 1.97% | 85,394 | -138 | -0.2% | -$4.29万 | 减仓 |
| CSCO | CISCO SYS INC | $2,505.73万 | 1.86% | 322,945 | -7,120 | -2.2% | -$55.24万 | 减仓 |
| IVV | ISHARES TR | $2,184.66万 | 1.62% | 33,445 | 87 | 0.3% | $5.68万 | 加仓 |
| AMZN | AMAZON COM INC | $2,175.41万 | 1.62% | 104,451 | 10,766 | 11.5% | $224.22万 | 加仓 |
| DHR | DANAHER CORP DEL | $2,152.82万 | 1.60% | 113,545 | -460 | -0.4% | -$8.72万 | 减仓 |
| CB | CHUBB LTD SWITZ | $2,086.58万 | 1.55% | 64,019 | 27,664 | 76.1% | $901.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,080.57万 | 1.55% | 119,299 | 2,468 | 2.1% | $43.04万 | 加仓 |
| QUAL | ISHARES TR | $1,967.80万 | 1.46% | 102,591 | -204 | -0.2% | -$3.91万 | 减仓 |
| ETN | EATON CORP PLC | $1,947.45万 | 1.45% | 54,448 | -1,733 | -3.1% | -$61.98万 | 减仓 |
| PEP | PEPSICO INC | $1,864.77万 | 1.39% | 120,083 | 2,471 | 2.1% | $38.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,864.19万 | 1.39% | 63,373 | 6,788 | 12.0% | $199.68万 | 加仓 |
| META | META PLATFORMS INC | $1,757.96万 | 1.31% | 30,727 | 1,864 | 6.5% | $106.64万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,690.98万 | 1.26% | 290,647 | 2,045 | 0.7% | $11.90万 | 加仓 |
| SHEL | SHELL PLC | $1,610.79万 | 1.20% | 173,203 | -9,990 | -5.5% | -$92.91万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,599.11万 | 1.19% | 181,387 | -21,047 | -10.4% | -$185.55万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,594.44万 | 1.18% | 74,625 | -2,933 | -3.8% | -$62.67万 | 减仓 |
| KO | COCA COLA CO | $1,584.77万 | 1.18% | 208,386 | -1,541 | -0.7% | -$11.72万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,532.07万 | 1.14% | 295,026 | 13,642 | 4.8% | $70.84万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1,513.03万 | 1.12% | 256,315 | -898 | -0.3% | -$5.30万 | 减仓 |
| EXC | EXELON CORP | $1,326.74万 | 0.99% | 270,653 | -16,760 | -5.8% | -$82.16万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,279.72万 | 0.95% | 19,678 | 876 | 4.7% | $56.97万 | 加仓 |
| ESGU | ISHARES TR | $1,270.57万 | 0.94% | 89,844 | -59 | -0.1% | -$8,344 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,265.05万 | 0.94% | 12,696 | -1,291 | -9.2% | -$128.64万 | 减仓 |
| EFV | ISHARES TR | $1,256.71万 | 0.93% | 169,026 | -436 | -0.3% | -$3.24万 | 减仓 |
| TJX | TJX COS INC NEW | $1,188.35万 | 0.88% | 74,411 | 3,807 | 5.4% | $60.80万 | 加仓 |
| AGG | ISHARES TR | $1,057.84万 | 0.79% | 106,562 | -6,024 | -5.4% | -$59.80万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,020.97万 | 0.76% | 77,966 | 25,394 | 48.3% | $332.54万 | 加仓 |
| ABBV | ABBVIE INC | $997.49万 | 0.74% | 45,864 | 417 | 0.9% | $9.07万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $931.90万 | 0.69% | 35,802 | 2,600 | 7.8% | $67.68万 | 加仓 |
| SLB | SLB LIMITED | $920.29万 | 0.68% | 179,080 | 179,080 | — | $920.29万 | 新建仓 |
| USMV | ISHARES TR | $918.22万 | 0.68% | 99,010 | 852 | 0.9% | $7.90万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $918.05万 | 0.68% | 25,944 | 12,889 | 98.7% | $456.09万 | 加仓 |
| GLD | SPDR GOLD TR | $902.40万 | 0.67% | 20,972 | -4,960 | -19.1% | -$213.42万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $846.81万 | 0.63% | 20,320 | 614 | 3.1% | $25.59万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $844.92万 | 0.63% | 251,991 | 14,273 | 6.0% | $47.86万 | 加仓 |
| CME | CME GROUP INC | $827.60万 | 0.61% | 28,021 | 28,021 | — | $827.60万 | 新建仓 |
| BALL | BALL CORP | $789.12万 | 0.59% | 133,500 | -133,509 | -50.0% | -$789.17万 | 减仓 |
| EMB | ISHARES TR | $755.52万 | 0.56% | 80,434 | 12,842 | 19.0% | $120.63万 | 加仓 |
| OEF | ISHARES TR | $753.95万 | 0.56% | 23,704 | 69 | 0.3% | $2.19万 | 加仓 |
| WM | WASTE MGMT INC DEL | $691.38万 | 0.51% | 30,087 | 26,487 | 735.8% | $608.65万 | 加仓 |
| V | VISA INC | $675.23万 | 0.50% | 22,341 | 4,417 | 24.6% | $133.50万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $669.12万 | 0.50% | 78,507 | 75,214 | 2,284.1% | $641.05万 | 加仓 |
| EMXC | ISHARES INC | $664.39万 | 0.49% | 84,463 | 933 | 1.1% | $7.34万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $646.33万 | 0.48% | 9 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $634.94万 | 0.47% | 66,871 | 3,838 | 6.1% | $36.44万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $592.65万 | 0.44% | 27,364 | -68,106 | -71.3% | -$1,475.03万 | 减仓 |
| RTX | RTX CORPORATION | $580.07万 | 0.43% | 30,071 | -183 | -0.6% | -$3.53万 | 减仓 |
| IR | INGERSOLL RAND INC | $570.42万 | 0.42% | 71,196 | 71,196 | — | $570.42万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $567.36万 | 0.42% | 96,522 | 90,387 | 1,473.3% | $531.30万 | 加仓 |
| TLH | ISHARES TR | $556.36万 | 0.41% | 55,238 | 1,889 | 3.5% | $19.03万 | 加仓 |
| TFLO | ISHARES TR | $527.40万 | 0.39% | 104,167 | -2,702 | -2.5% | -$13.68万 | 减仓 |
| CVX | CHEVRON CORPORATION | $519.03万 | 0.39% | 25,086 | 144 | 0.6% | $2.98万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $487.87万 | 0.36% | 95,971 | 3,041 | 3.3% | $15.46万 | 加仓 |
| NTRS | NORTHERN TR CORP | $486.60万 | 0.36% | 34,864 | 342 | 1.0% | $4.77万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $486.19万 | 0.36% | 134,233 | 2,108 | 1.6% | $7.64万 | 加仓 |
| SYK | STRYKER CORPORATION | $481.94万 | 0.36% | 14,667 | -964 | -6.2% | -$31.68万 | 减仓 |
| QCOM | QUALCOMM INC | $474.41万 | 0.35% | 36,839 | -27,351 | -42.6% | -$352.22万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $441.79万 | 0.33% | 35,982 | 3,307 | 10.1% | $40.60万 | 加仓 |
| SHY | ISHARES TR | $433.22万 | 0.32% | 52,467 | -9,243 | -15.0% | -$76.32万 | 减仓 |
| — | HONEYWELL INTL INC | $432.92万 | 0.32% | 19,153 | 153 | 0.8% | $3.46万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $409.60万 | 0.30% | 77,634 | -300 | -0.4% | -$1.58万 | 减仓 |
| IGIB | ISHARES TR | $407.32万 | 0.30% | 76,535 | -2,484 | -3.1% | -$13.22万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $407.14万 | 0.30% | 22,619 | 627 | 2.9% | $11.29万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $387.75万 | 0.29% | 13,665 | 1,002 | 7.9% | $28.43万 | 加仓 |
| MCK | MCKESSON CORP | $383.68万 | 0.29% | 4,434 | 42 | 1.0% | $3.63万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $382.98万 | 0.28% | 11,158 | -725 | -6.1% | -$24.88万 | 减仓 |
| WMT | WALMART INC | $381.63万 | 0.28% | 30,707 | 891 | 3.0% | $11.07万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $360.95万 | 0.27% | 80,714 | 733 | 0.9% | $3.28万 | 加仓 |
| CSX | CSX CORP | $358.79万 | 0.27% | 87,404 | -6,050 | -6.5% | -$24.84万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $340.58万 | 0.25% | 17,746 | 259 | 1.5% | $4.97万 | 加仓 |
| STIP | ISHARES TR | $313.62万 | 0.23% | 30,322 | 3,697 | 13.9% | $38.24万 | 加仓 |
| CRBN | ISHARES TR | $301.90万 | 0.22% | 13,550 | 1,793 | 15.3% | $39.95万 | 加仓 |
| ADBE | ADOBE INC | $293.57万 | 0.22% | 12,077 | -2,538 | -17.4% | -$61.69万 | 减仓 |
| QQQ | INVESCO QQQ TR | $292.78万 | 0.22% | 5,073 | 162 | 3.3% | $9.35万 | 加仓 |
| GOOG | ALPHABET INC | $284.20万 | 0.21% | 9,907 | 1,806 | 22.3% | $51.81万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $272.46万 | 0.20% | 34,024 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $266.41万 | 0.20% | 9,845 | 1,002 | 11.3% | $27.11万 | 加仓 |
| GMED | GLOBUS MED INC | $265.97万 | 0.20% | 30,869 | 100 | 0.3% | $8,616 | 加仓 |
| EFG | ISHARES TR | $265.20万 | 0.20% | 23,813 | 28 | 0.1% | $3,118 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $255.89万 | 0.19% | 45,146 | 5,310 | 13.3% | $30.10万 | 加仓 |
| SHLD | GLOBAL X FDS | $253.51万 | 0.19% | 35,786 | 197 | 0.6% | $1.40万 | 加仓 |
| MTUM | ISHARES TR | $237.63万 | 0.18% | 9,902 | 154 | 1.6% | $3.70万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $237.38万 | 0.18% | 17,443 | 812 | 4.9% | $11.05万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $233.99万 | 0.17% | 10,880 | -849 | -7.2% | -$18.26万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $222.16万 | 0.17% | 15,380 | -483 | -3.0% | -$6.98万 | 减仓 |
| AMGN | AMGEN INC | $212.00万 | 0.16% | 6,025 | 1,575 | 35.4% | $55.42万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $205.64万 | 0.15% | 7,751 | -107 | -1.4% | -$2.84万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $203.33万 | 0.15% | 12,928 | -47 | -0.4% | -$7,392 | 减仓 |
| AWR | AMER STATES WTR CO | $200.11万 | 0.15% | 26,462 | -2,989 | -10.1% | -$22.60万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $198.62万 | 0.15% | 16,743 | 377 | 2.3% | $4.47万 | 加仓 |