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 |
|---|---|---|---|---|---|---|---|---|
| — | AMCOR PLC F (AMCR) | $43.63万 | 0.07% | 10,064 | -200 | -1.9% | -$8,670 | 减仓 |
| CRM | Salesforce Inc (CRM) | $43.49万 | 0.07% | 2,776 | -1,260 | -31.2% | -$19.74万 | 减仓 |
| OTIS | Otis Worldwide (OTIS) | $43.40万 | 0.07% | 6,062 | -326 | -5.1% | -$2.33万 | 减仓 |
| AMAT | Applied Materials (AMAT) | $43.38万 | 0.07% | 600 | 600 | — | $43.38万 | 新建仓 |
| AZN | Astrazeneca PLC Sponsered ADR | $42.70万 | 0.07% | 2,252 | 0 | 0.0% | — | 不变 |
| JCI | Johnson Controls Inc (JCI) | $42.55万 | 0.07% | 2,912 | 2,912 | — | $42.55万 | 新建仓 |
| VGK | Vanguard European ETF (VGK) | $42.29万 | 0.07% | 4,776 | 4,776 | — | $42.29万 | 新建仓 |
| LMT | Lockheed Martin Corp (LMT) | $41.06万 | 0.07% | 806 | 0 | 0.0% | — | 不变 |
| GD | General Dynamics Corp (GD) | $40.81万 | 0.07% | 1,152 | -350 | -23.3% | -$12.40万 | 减仓 |
| GVI | iShares Intrm Govt/Credit Bond | $40.76万 | 0.07% | 3,842 | -1,208 | -23.9% | -$12.82万 | 重新持有 |
| XNDU | Xanadu Quantum Technologies (X | $29.06万 | 0.05% | 24,000 | 24,000 | — | $29.06万 | 新建仓 |
| LAES | Sealsq Corp (LAES) | $18.90万 | 0.03% | 60,000 | 20,000 | 50.0% | $6.30万 | 加仓 |
| BTQ | BTQ Technologies Corp (BTQ) | $10.78万 | 0.02% | 20,000 | 20,000 | — | $10.78万 | 新建仓 |
| — | Scandium Mining (SCYYF) | $1.89万 | 0.00% | 236,000 | 0 | 0.0% | — | 不变 |
| — | 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 |