McCollum Christoferson Group LLC
AMHERST NY · SEC CIK 0001727573
$4.38亿2026Q2 申报市值
80持仓数
53.8%前十大占比 · 第一大 20.1%
8 / 6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
IBM 加仓+$623.61万
XLI 新建仓+$588.42万
IBB 新建仓+$588.14万
XLK 加仓+$406.63万
PAVE 新建仓+$307.09万
2026Q2 卖出最多 按季末市值估算
ABT 减仓-$568.43万
BR 清仓-$557.75万
MTB 减仓-$539.97万
TYL 清仓-$437.20万
COTERRA ENERGY I 清仓-$347.41万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION COM | $8,804.64万 | 20.11% | 94,120 | -549 | -0.6% | -$51.36万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $2,590.84万 | 5.92% | 95,210 | -1,114 | -1.2% | -$30.31万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $2,111.34万 | 4.82% | 41,455 | -1,065 | -2.5% | -$54.24万 | 减仓 |
| AAPL | APPLE INC COM | $1,923.70万 | 4.39% | 93,389 | -4,717 | -4.8% | -$97.16万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1,470.97万 | 3.36% | 83,769 | -758 | -0.9% | -$13.31万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1,469.84万 | 3.36% | 77,149 | 21,343 | 38.2% | $406.63万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $1,326.36万 | 3.03% | 64,183 | -1,423 | -2.2% | -$29.41万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,316.14万 | 3.01% | 295,409 | -19,614 | -6.2% | -$87.39万 | 减仓 |
| ECL | ECOLAB INC COM | $1,289.53万 | 2.95% | 112,703 | -1,341 | -1.2% | -$15.34万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1,233.68万 | 2.82% | 119,505 | -1,650 | -1.4% | -$17.03万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $1,224.63万 | 2.80% | 94,995 | -1,770 | -1.8% | -$22.82万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $1,145.47万 | 2.62% | 104,126 | -5,754 | -5.2% | -$63.30万 | 减仓 |
| V | VISA INC COM CL A | $1,118.88万 | 2.56% | 82,542 | -888 | -1.1% | -$12.04万 | 减仓 |
| LIN | LINDE PLC SHS | $1,105.11万 | 2.52% | 35,074 | -762 | -2.1% | -$24.01万 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $943.98万 | 2.16% | 104,120 | -3,590 | -3.3% | -$32.55万 | 减仓 |
| TSLA | TESLA INC COM | $903.42万 | 2.06% | 57,248 | -656 | -1.1% | -$10.35万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $845.02万 | 1.93% | 169,818 | -9,935 | -5.5% | -$49.44万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $736.10万 | 1.68% | 128,248 | -2,984 | -2.3% | -$17.13万 | 减仓 |
| FNV | FRANCO NEV CORP COM | $729.30万 | 1.67% | 69,770 | -1,452 | -2.0% | -$15.18万 | 减仓 |
| STE | STERIS PLC SHS USD | $688.00万 | 1.57% | 32,673 | 5,830 | 21.7% | $122.76万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $680.89万 | 1.56% | 24,213 | 22,176 | 1,088.7% | $623.61万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $588.42万 | 1.34% | 31,767 | 31,767 | — | $588.42万 | 新建仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $588.14万 | 1.34% | 30,924 | 30,924 | — | $588.14万 | 新建仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $557.54万 | 1.27% | 104,978 | -2,770 | -2.6% | -$14.71万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $513.42万 | 1.17% | 76,324 | -5,727 | -7.0% | -$38.52万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $472.04万 | 1.08% | 52,536 | -854 | -1.6% | -$7.67万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $445.89万 | 1.02% | 14,710 | 5,367 | 57.4% | $162.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $438.63万 | 1.00% | 30,232 | -680 | -2.2% | -$9.87万 | 减仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $370.21万 | 0.85% | 20,957 | 1,147 | 5.8% | $20.26万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $368.23万 | 0.84% | 40,581 | -62,644 | -60.7% | -$568.43万 | 减仓 |
| IT | GARTNER INC COM | $368.20万 | 0.84% | 28,406 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $307.09万 | 0.70% | 52,120 | 52,120 | — | $307.09万 | 新建仓 |
| RTX | RTX CORPORATION COM | $287.10万 | 0.66% | 15,132 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $282.22万 | 0.64% | 68,302 | 68,302 | — | $282.22万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $259.53万 | 0.59% | 26,789 | -3,094 | -10.4% | -$29.97万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $258.41万 | 0.59% | 17,622 | -35 | -0.2% | -$5,132 | 减仓 |
| NOW | SERVICENOW INC COM | $251.59万 | 0.57% | 25,341 | 25,341 | — | $251.59万 | 新建仓 |
| MTB | M & T BK CORP COM | $245.67万 | 0.56% | 10,322 | -22,687 | -68.7% | -$539.97万 | 减仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $238.00万 | 0.54% | 20,521 | 508 | 2.5% | $5.89万 | 加仓 |
| FAST | FASTENAL CO COM | $235.18万 | 0.54% | 48,965 | -420 | -0.9% | -$2.02万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $228.81万 | 0.52% | 50,465 | 1,525 | 3.1% | $6.91万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $224.33万 | 0.51% | 37,017 | -240 | -0.6% | -$1.45万 | 减仓 |
| LLY | ELI LILLY & CO COM | $205.10万 | 0.47% | 1,710 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $190.59万 | 0.44% | 46,676 | -28,379 | -37.8% | -$115.88万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $178.17万 | 0.41% | 35,062 | -6,495 | -15.6% | -$33.01万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $167.98万 | 0.38% | 6,614 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $156.96万 | 0.36% | 17,120 | -1,295 | -7.0% | -$11.87万 | 减仓 |
| CAT | CATERPILLAR INC COM | $154.41万 | 0.35% | 1,450 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $136.31万 | 0.31% | 10,067 | -1,351 | -11.8% | -$18.29万 | 减仓 |
| ATR | APTARGROUP INC COM | $105.54万 | 0.24% | 8,430 | -1,510 | -15.2% | -$18.91万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $98.74万 | 0.23% | 54,581 | -90,679 | -62.4% | -$164.05万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $98.46万 | 0.22% | 1,337 | -75 | -5.3% | -$5.52万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $78.03万 | 0.18% | 375 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $77.35万 | 0.18% | 6,472 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC COM | $76.58万 | 0.17% | 1,800 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $76.06万 | 0.17% | 3,791 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CONSERVATIVE VALUES ETF | $54.86万 | 0.13% | 10,060 | 1,240 | 14.1% | $6.76万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $52.77万 | 0.12% | 2,480 | -100 | -3.9% | -$2.13万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $51.63万 | 0.12% | 4,079 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $48.11万 | 0.11% | 2,680 | 185 | 7.4% | $3.32万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $44.62万 | 0.10% | 5,538 | -90 | -1.6% | -$7,251 | 减仓 |
| LFUS | LITTELFUSE INC COM | $38.25万 | 0.09% | 840 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $36.88万 | 0.08% | 2,005 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $36.18万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $35.94万 | 0.08% | 1,098 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $35.38万 | 0.08% | 956 | -105 | -9.9% | -$3.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $35.03万 | 0.08% | 700 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $32.75万 | 0.07% | 1,090 | -15 | -1.4% | -$4,507 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $31.02万 | 0.07% | 1,249 | 45 | 3.7% | $1.12万 | 加仓 |
| GEV | GE VERNOVA INC COM | $27.73万 | 0.06% | 236 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $25.78万 | 0.06% | 865 | -200 | -18.8% | -$5.96万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $25.46万 | 0.06% | 340 | -100 | -22.7% | -$7.49万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $24.69万 | 0.06% | 691 | 691 | — | $24.69万 | 新建仓 |
| HD | HOME DEPOT INC COM | $24.62万 | 0.06% | 698 | 0 | 0.0% | — | 不变 |
| AMBA | AMBARELLA INC SHS | $23.59万 | 0.05% | 2,750 | 2,750 | — | $23.59万 | 新建仓 |
| SYK | STRYKER CORPORATION COM | $22.79万 | 0.05% | 724 | -100 | -12.1% | -$3.15万 | 减仓 |
| WMT | WALMART INC COM | $21.71万 | 0.05% | 1,917 | -450 | -19.0% | -$5.10万 | 减仓 |
| ABBV | ABBVIE INC COM | $21.39万 | 0.05% | 850 | -100 | -10.5% | -$2.52万 | 重新持有 |
| MRK | MERCK & CO INC COM | $21.01万 | 0.05% | 1,635 | -200 | -10.9% | -$2.57万 | 减仓 |
| APH | AMPHENOL CORP CL A | $20.54万 | 0.05% | 1,165 | 1,165 | — | $20.54万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $0 | 0.00% | 0 | -44,183 | -100.0% | -$557.75万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -21,815 | -100.0% | -$437.20万 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -98,864 | -100.0% | -$347.41万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -4,734 | -100.0% | -$80.32万 | 清仓 |
| CLX | CLOROX CO DEL COM | $0 | 0.00% | 0 | -3,230 | -100.0% | -$33.47万 | 清仓 |
| CVX | CHEVRON CORPORATION COM | $0 | 0.00% | 0 | -1,113 | -100.0% | -$23.03万 | 清仓 |