Curbstone Financial Management Corp
MANCHESTER NH · SEC CIK 0001608057
$5.87亿2026Q2 申报市值
215持仓数
34.2%前十大占比 · 第一大 6.9%
18 / 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
XOM 新建仓+$563.48万
MSFT 加仓+$313.34万
BRK/A 新建仓+$299.54万
AAPL 加仓+$166.38万
JNJ 加仓+$137.70万
2026Q2 卖出最多 按季末市值估算
Exxon Mobil Corp 清仓-$661.06万
HY 清仓-$349.15万
Nacco Industries 清仓-$299.05万
Hamilton Beach B 减仓-$260.85万
Hologic Inc (HOL 清仓-$132.63万
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 |
|---|---|---|---|---|---|---|---|---|
| — | Exxon Mobil Corp (XOM) | $0 | 0.00% | 0 | -38,964 | -100.0% | -$661.06万 | 清仓 |
| HY | Hyster-Yale Inc (HY) | $0 | 0.00% | 0 | -107,398 | -100.0% | -$349.15万 | 清仓 |
| — | Nacco Industries Cl A (NC) | $0 | 0.00% | 0 | -57,542 | -100.0% | -$299.05万 | 清仓 |
| — | Hologic Inc (HOLX) | $0 | 0.00% | 0 | -17,546 | -100.0% | -$132.63万 | 清仓 |
| — | CSG Systems (CSGS) | $0 | 0.00% | 0 | -12,610 | -100.0% | -$100.80万 | 清仓 |
| PPL | PPL Corp (PPL) | $0 | 0.00% | 0 | -11,122 | -100.0% | -$42.49万 | 清仓 |
| SCCO | Southern Copper Corp (SCCO) | $0 | 0.00% | 0 | -2,330 | -100.0% | -$40.09万 | 清仓 |
| — | Airborn Wireless (ABWN) | $0 | 0.00% | 18,021,394 | 0 | 0.0% | — | 不变 |
| — | Scandium Mining (SCYYF) | $1.89万 | 0.00% | 236,000 | 0 | 0.0% | — | 不变 |
| BTQ | BTQ Technologies Corp (BTQ) | $10.78万 | 0.02% | 20,000 | 20,000 | — | $10.78万 | 新建仓 |
| LAES | Sealsq Corp (LAES) | $18.90万 | 0.03% | 60,000 | 20,000 | 50.0% | $6.30万 | 加仓 |
| XNDU | Xanadu Quantum Technologies (X | $29.06万 | 0.05% | 24,000 | 24,000 | — | $29.06万 | 新建仓 |
| GVI | iShares Intrm Govt/Credit Bond | $40.76万 | 0.07% | 3,842 | -1,208 | -23.9% | -$12.82万 | 重新持有 |
| GD | General Dynamics Corp (GD) | $40.81万 | 0.07% | 1,152 | -350 | -23.3% | -$12.40万 | 减仓 |
| LMT | Lockheed Martin Corp (LMT) | $41.06万 | 0.07% | 806 | 0 | 0.0% | — | 不变 |
| VGK | Vanguard European ETF (VGK) | $42.29万 | 0.07% | 4,776 | 4,776 | — | $42.29万 | 新建仓 |
| JCI | Johnson Controls Inc (JCI) | $42.55万 | 0.07% | 2,912 | 2,912 | — | $42.55万 | 新建仓 |
| AZN | Astrazeneca PLC Sponsered ADR | $42.70万 | 0.07% | 2,252 | 0 | 0.0% | — | 不变 |
| AMAT | Applied Materials (AMAT) | $43.38万 | 0.07% | 600 | 600 | — | $43.38万 | 新建仓 |
| OTIS | Otis Worldwide (OTIS) | $43.40万 | 0.07% | 6,062 | -326 | -5.1% | -$2.33万 | 减仓 |
| CRM | Salesforce Inc (CRM) | $43.49万 | 0.07% | 2,776 | -1,260 | -31.2% | -$19.74万 | 减仓 |
| — | AMCOR PLC F (AMCR) | $43.63万 | 0.07% | 10,064 | -200 | -1.9% | -$8,670 | 减仓 |
| GRMN | Garmin Ltd (GRMN) | $43.85万 | 0.07% | 1,846 | 100 | 5.7% | $2.38万 | 加仓 |
| SPIB | SPDR Intermediate Corp Bond ET | $44.00万 | 0.07% | 13,150 | 0 | 0.0% | — | 不变 |
| NEM | Newmont Corp (NEM) | $44.37万 | 0.08% | 4,750 | -218 | -4.4% | -$2.04万 | 减仓 |
| DUK | Duke Energy Corp (DUK) | $44.58万 | 0.08% | 3,522 | 200 | 6.0% | $2.53万 | 加仓 |
| IBDS | iShares iBonds 2027 Corp ETF ( | $44.78万 | 0.08% | 18,490 | 0 | 0.0% | — | 不变 |
| JMST | JPMorgan UltraShort Muni Incom | $44.88万 | 0.08% | 8,800 | 0 | 0.0% | — | 不变 |
| IRM | Iron Mountain (IRM) | $45.35万 | 0.08% | 3,590 | 3,590 | — | $45.35万 | 新建仓 |
| UPS | United Parcel Service Inc (UPS | $45.75万 | 0.08% | 4,256 | -2,256 | -34.6% | -$24.25万 | 减仓 |
| TROW | T Rowe Price Group (TROW) | $46.04万 | 0.08% | 4,050 | 100 | 2.5% | $1.14万 | 重新持有 |
| SFM | Sprouts Farmers Markets (SFM) | $46.69万 | 0.08% | 5,520 | 100 | 1.8% | $8,458 | 加仓 |
| TFC | Truist Financial (TFC) | $47.56万 | 0.08% | 9,546 | 0 | 0.0% | — | 不变 |
| KFY | Korn Ferry (KFI) | $47.60万 | 0.08% | 7,150 | 0 | 0.0% | — | 不变 |
| T | AT&T INC (T) | $47.68万 | 0.08% | 23,034 | 1,672 | 7.8% | $3.46万 | 加仓 |
| BSCQ | Invesco Bulletshares 2026 Corp | $48.40万 | 0.08% | 24,788 | 0 | 0.0% | — | 不变 |
| DWX | SPDR S&P Int'l Dividend ETF (D | $48.98万 | 0.08% | 10,658 | -50 | -0.5% | -$2,298 | 减仓 |
| VYM | Vanguard High Dividend Yield E | $48.99万 | 0.08% | 3,100 | -150 | -4.6% | -$2.37万 | 减仓 |
| PANW | Palo Alto Networks (PANW) | $49.79万 | 0.08% | 1,460 | 1,460 | — | $49.79万 | 新建仓 |
| VLO | Valero Energy Corp (VLO) | $50.53万 | 0.09% | 1,940 | -50 | -2.5% | -$1.30万 | 减仓 |
| VTEB | Vanguard Muni Bond Tax Exempt | $50.83万 | 0.09% | 10,050 | 0 | 0.0% | — | 不变 |
| — | Electronic Arts (EA) | $51.26万 | 0.09% | 2,500 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO (WDFC) | $51.31万 | 0.09% | 2,106 | -350 | -14.3% | -$8.53万 | 减仓 |
| KLAC | KLA Corp (KLAC) | $51.89万 | 0.09% | 1,720 | 1,720 | — | $51.89万 | 新建仓 |
| MA | MasterCard Inc (MA) | $52.41万 | 0.09% | 1,020 | 1,020 | — | $52.41万 | 新建仓 |
| CINF | Cincinnati Financial (CINF) | $52.76万 | 0.09% | 2,850 | -750 | -20.8% | -$13.89万 | 减仓 |
| APD | Air Products & Chemicals (APD) | $53.07万 | 0.09% | 1,810 | 0 | 0.0% | — | 不变 |
| CTVA | Corteva Inc (CTVA) | $53.66万 | 0.09% | 6,336 | 6,336 | — | $53.66万 | 新建仓 |
| IVE | iShares TR S&P 500 Barra Value | $53.90万 | 0.09% | 2,374 | 0 | 0.0% | — | 不变 |
| LSTR | Landstar Corp (LSTR) | $54.10万 | 0.09% | 2,616 | 0 | 0.0% | — | 不变 |
| LMAT | Lemaitre Vascular (LMAT) | $54.22万 | 0.09% | 5,650 | -100 | -1.7% | -$9,596 | 减仓 |
| PNC | PNC Fin'l Services (PNC) | $54.37万 | 0.09% | 2,208 | 0 | 0.0% | — | 不变 |
| — | Hamilton Beach Brands Class A | $54.42万 | 0.09% | 23,632 | -113,266 | -82.7% | -$260.85万 | 减仓 |
| IBMO | iShares iBonds Muni 2026 (IBMO | $55.43万 | 0.09% | 21,620 | 0 | 0.0% | — | 不变 |
| BA | Boeing Co (BA) | $56.41万 | 0.10% | 2,606 | 140 | 5.7% | $3.03万 | 加仓 |
| ITM | Vaneck Intermediate Muni ETF ( | $57.56万 | 0.10% | 12,250 | 0 | 0.0% | — | 不变 |
| QCOM | Qualcom Corp (QCOM) | $60.09万 | 0.10% | 3,252 | 0 | 0.0% | — | 不变 |
| EWC | IShares MSCI Canada ETF IV (EW | $60.98万 | 0.10% | 10,580 | -500 | -4.5% | -$2.88万 | 减仓 |
| ETN | Eaton Corporation PLC (ETN) | $61.79万 | 0.11% | 1,450 | -350 | -19.4% | -$14.91万 | 减仓 |
| IVW | iShares TR S&P 500/Barra Growt | $61.89万 | 0.11% | 4,500 | -200 | -4.3% | -$2.75万 | 减仓 |
| IGV | IShares Expanded Tech Software | $64.20万 | 0.11% | 7,086 | 7,086 | — | $64.20万 | 新建仓 |
| QQQ | Invesco QQQ Trust (QQQ) | $64.21万 | 0.11% | 872 | 130 | 17.5% | $9.57万 | 加仓 |
| VT | Vanguard Total World Stock ETF | $64.35万 | 0.11% | 4,100 | -80 | -1.9% | -$1.26万 | 减仓 |
| UNP | Union Pacific Corp (UNP) | $64.46万 | 0.11% | 2,370 | 0 | 0.0% | — | 不变 |
| IBDT | iShares iBonds 2028 Corp ETF ( | $64.64万 | 0.11% | 25,600 | -100 | -0.4% | -$2,525 | 减仓 |
| ZTS | Zoetis Inc (ZTS) | $65.82万 | 0.11% | 9,160 | -2,100 | -18.7% | -$15.09万 | 减仓 |
| DE | Deere & Co (DE) | $65.84万 | 0.11% | 1,038 | 0 | 0.0% | — | 不变 |
| LOW | Lowes Co (LOW) | $65.97万 | 0.11% | 2,992 | -500 | -14.3% | -$11.02万 | 减仓 |
| IBDU | iShares iBonds 2029 Corp ETF ( | $66.57万 | 0.11% | 28,742 | 0 | 0.0% | — | 不变 |
| SPYM | State St SPDR Portfolio S&P 50 | $66.68万 | 0.11% | 7,588 | 588 | 8.4% | $5.17万 | 加仓 |
| MDT | Medtronic PLC (MDT) | $67.67万 | 0.12% | 8,650 | 2,906 | 50.6% | $22.73万 | 加仓 |
| ADI | Analog Devices (ADI) | $68.87万 | 0.12% | 1,734 | -600 | -25.7% | -$23.83万 | 减仓 |
| TMO | Thermo Fisher Scientific (TMO) | $70.99万 | 0.12% | 1,416 | -50 | -3.4% | -$2.51万 | 减仓 |
| SPHD | Invesco S&P500 High Div Low Vo | $71.18万 | 0.12% | 14,000 | 0 | 0.0% | — | 不变 |
| IBDR | iShares iBonds 2026 Corp ETF ( | $72.38万 | 0.12% | 29,874 | 0 | 0.0% | — | 不变 |
| AIPO | Defiance AI & Power Infra (AIP | $72.56万 | 0.12% | 21,718 | 360 | 1.7% | $1.20万 | 加仓 |
| GILD | Gilead Sciences Inc (GILD) | $72.65万 | 0.12% | 5,750 | 1,860 | 47.8% | $23.50万 | 加仓 |
| SNX | TD Synnex (SNX) | $74.86万 | 0.13% | 2,800 | 0 | 0.0% | — | 不变 |
| DHR | Danaher Corp (DHR) | $75.54万 | 0.13% | 3,966 | -550 | -12.2% | -$10.48万 | 减仓 |
| XLV | Sector SPDR Health Care ETF (X | $75.84万 | 0.13% | 4,780 | 4,780 | — | $75.84万 | 新建仓 |
| AVAV | Aerovironment (AVAV) | $75.93万 | 0.13% | 4,600 | -70 | -1.5% | -$1.16万 | 减仓 |
| BX | Blackstone Inc (BX) | $76.09万 | 0.13% | 6,466 | -260 | -3.9% | -$3.06万 | 减仓 |
| IBMP | iShares iBonds Muni 2027 (IBMP | $76.41万 | 0.13% | 30,060 | 0 | 0.0% | — | 不变 |
| BWXT | BWX Technologies Inc (BWXT) | $76.50万 | 0.13% | 3,930 | 430 | 12.3% | $8.37万 | 加仓 |
| CMCSA | Comcast Cl A (CMCSA) | $77.44万 | 0.13% | 31,544 | -650 | -2.0% | -$1.60万 | 减仓 |
| LIN | Linde PLC (LIN) | $77.53万 | 0.13% | 1,494 | 90 | 6.4% | $4.67万 | 加仓 |
| EMR | Emerson Electric Co (EMR) | $79.19万 | 0.13% | 5,532 | 1,300 | 30.7% | $18.61万 | 加仓 |
| — | Barings Participation Investor | $79.38万 | 0.14% | 47,140 | 0 | 0.0% | — | 不变 |
| UL | Unilever PLC (UL) | $82.27万 | 0.14% | 13,684 | 176 | 1.3% | $1.06万 | 加仓 |
| NSC | Norfolk Southern (NSC) | $82.86万 | 0.14% | 2,634 | -30 | -1.1% | -$9,438 | 减仓 |
| IBMQ | iShares iBonds Muni 2028 (IBMQ | $89.02万 | 0.15% | 34,800 | -150 | -0.4% | -$3,837 | 减仓 |
| — | IShares MSCI Ireland ETF (EIRL | $89.24万 | 0.15% | 11,390 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Information Tech Inde | $89.31万 | 0.15% | 7,472 | 7,472 | — | $89.31万 | 新建仓 |
| IBMS | iShares iBonds Muni 2030 (IBMS | $89.64万 | 0.15% | 34,650 | 13,450 | 63.4% | $34.80万 | 加仓 |
| XLK | Sector SPDR Technology ETF(XLK | $90.76万 | 0.15% | 4,764 | 4,764 | — | $90.76万 | 新建仓 |
| SJM | Smucker JM Co (SJM) | $90.88万 | 0.15% | 8,078 | -1,600 | -16.5% | -$18.00万 | 减仓 |
| VNQ | Vanguard Real Estate ETF (VNQ) | $92.71万 | 0.16% | 9,614 | -200 | -2.0% | -$1.93万 | 减仓 |
| — | iShares iBonds Muni 2031 (IBMT | $94.04万 | 0.16% | 36,450 | 13,450 | 58.5% | $34.70万 | 加仓 |
| AMGN | Amgen Inc (AMGN) | $94.30万 | 0.16% | 2,604 | 650 | 33.3% | $23.54万 | 加仓 |
| CRWD | Crowdstrike Hldgs Inc Cl A (CR | $97.53万 | 0.17% | 1,278 | 100 | 8.5% | $7.63万 | 加仓 |