McCollum Christoferson Group LLC
AMHERST NY · SEC CIK 0001727573
$4.38亿2026Q1 申报市值
77持仓数
54.5%前十大占比 · 第一大 21.6%
9 / 5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
COST 加仓+$7,413.94万
NOC 加仓+$2,061.93万
VOO 加仓+$1,257.17万
XLK 新建仓+$741.66万
MSFT 加仓+$699.02万
2026Q1 卖出最多 按季末市值估算
COTERRA ENERGY I 减仓-$452.62万
BYRNA TECHNOLOGI 清仓-$148.56万
CP 减仓-$120.98万
IBIT 清仓-$46.53万
STE 减仓-$41.09万
2026Q1 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 | $9,433.10万 | 21.55% | 94,669 | 74,405 | 367.2% | $7,413.94万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $2,900.88万 | 6.63% | 42,520 | 30,223 | 245.8% | $2,061.93万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2,321.44万 | 5.30% | 96,324 | 52,164 | 118.1% | $1,257.17万 | 加仓 |
| AAPL | APPLE INC COM | $1,807.27万 | 4.13% | 98,106 | 23,113 | 30.8% | $425.78万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1,487.83万 | 3.40% | 84,527 | 39,713 | 88.6% | $699.02万 | 加仓 |
| ECL | ECOLAB INC COM | $1,267.23万 | 2.90% | 114,044 | 59,060 | 107.4% | $656.26万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $1,229.55万 | 2.81% | 109,880 | 61,388 | 126.6% | $686.93万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,199.75万 | 2.74% | 315,023 | 142,960 | 83.1% | $544.46万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,113.26万 | 2.54% | 121,155 | 64,119 | 112.4% | $589.17万 | 加仓 |
| LIN | LINDE PLC SHS | $1,093.59万 | 2.50% | 35,836 | 11,200 | 45.5% | $341.78万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $1,038.54万 | 2.37% | 96,765 | 59,056 | 156.6% | $633.83万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $1,016.59万 | 2.32% | 107,710 | 60,770 | 129.5% | $573.56万 | 加仓 |
| V | VISA INC COM CL A | $1,013.10万 | 2.31% | 83,430 | 45,669 | 120.9% | $554.56万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $962.51万 | 2.20% | 65,606 | 24,520 | 59.7% | $359.73万 | 加仓 |
| FNV | FRANCO NEV CORP COM | $899.62万 | 2.06% | 71,222 | 31,224 | 78.1% | $394.40万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $827.33万 | 1.89% | 179,753 | 101,387 | 129.4% | $466.64万 | 加仓 |
| TSLA | TESLA INC COM | $823.29万 | 1.88% | 57,904 | 35,114 | 154.1% | $499.26万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $806.42万 | 1.84% | 131,232 | 15,172 | 13.1% | $93.23万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $741.66万 | 1.69% | 55,806 | 55,806 | — | $741.66万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $727.79万 | 1.66% | 75,055 | 34,432 | 84.8% | $333.88万 | 加仓 |
| MTB | M & T BK CORP COM | $682.36万 | 1.56% | 33,009 | 1 | 0.0% | $207 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $678.26万 | 1.55% | 103,225 | 33,261 | 47.5% | $218.55万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $673.05万 | 1.54% | 82,051 | 28,190 | 52.3% | $231.24万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $660.06万 | 1.51% | 107,748 | 94,868 | 736.6% | $581.16万 | 加仓 |
| STE | STERIS PLC SHS USD | $593.58万 | 1.36% | 26,843 | -1,858 | -6.5% | -$41.09万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $557.75万 | 1.27% | 44,183 | 6,569 | 17.5% | $82.92万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $551.24万 | 1.26% | 145,260 | 21,281 | 17.2% | $80.76万 | 加仓 |
| IT | GARTNER INC COM | $449.78万 | 1.03% | 28,406 | 7,096 | 33.3% | $112.36万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $437.20万 | 1.00% | 21,815 | 6,670 | 44.0% | $133.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $394.28万 | 0.90% | 30,912 | 10,838 | 54.0% | $138.24万 | 加仓 |
| — | COTERRA ENERGY INC COM | $347.41万 | 0.79% | 98,864 | -128,806 | -56.6% | -$452.62万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $334.65万 | 0.76% | 53,390 | 53,390 | — | $334.65万 | 新建仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $328.25万 | 0.75% | 19,810 | 17,885 | 929.1% | $296.35万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $299.94万 | 0.69% | 41,557 | 11,590 | 38.7% | $83.65万 | 加仓 |
| RTX | RTX CORPORATION COM | $291.90万 | 0.67% | 15,132 | 42 | 0.3% | $8,102 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $278.87万 | 0.64% | 29,883 | -540 | -1.8% | -$5.04万 | 减仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $266.55万 | 0.61% | 20,013 | 20,013 | — | $266.55万 | 新建仓 |
| PG | PROCTER & GAMBLE CO COM | $255.04万 | 0.58% | 17,657 | -92 | -0.5% | -$1.33万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $244.71万 | 0.56% | 9,343 | -310 | -3.2% | -$8.12万 | 减仓 |
| FAST | FASTENAL CO COM | $229.15万 | 0.52% | 49,385 | 49,385 | — | $229.15万 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $224.59万 | 0.51% | 48,940 | 48,940 | — | $224.59万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $205.63万 | 0.47% | 37,257 | -21,919 | -37.0% | -$120.98万 | 减仓 |
| PEP | PEPSICO INC COM | $177.31万 | 0.41% | 11,418 | -85 | -0.7% | -$1.32万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $161.67万 | 0.37% | 6,614 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $157.28万 | 0.36% | 1,710 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $156.95万 | 0.36% | 18,415 | -293 | -1.6% | -$2.50万 | 减仓 |
| ATR | APTARGROUP INC COM | $125.26万 | 0.29% | 9,940 | -480 | -4.6% | -$6.05万 | 减仓 |
| CAT | CATERPILLAR INC COM | $102.73万 | 0.23% | 1,450 | 50 | 3.6% | $3.54万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $81.50万 | 0.19% | 1,412 | -125 | -8.1% | -$7.21万 | 减仓 |
| — | EXXON MOBIL CORP COM | $80.32万 | 0.18% | 4,734 | 151 | 3.3% | $2.56万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $70.67万 | 0.16% | 375 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $69.16万 | 0.16% | 3,791 | 741 | 24.3% | $13.52万 | 加仓 |
| WWD | WOODWARD INC COM | $64.43万 | 0.15% | 1,800 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $56.45万 | 0.13% | 809 | -333 | -29.2% | -$23.23万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $53.41万 | 0.12% | 4,079 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $49.52万 | 0.11% | 2,580 | -340 | -11.6% | -$6.53万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $49.37万 | 0.11% | 2,037 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $47.34万 | 0.11% | 2,495 | -50 | -2.0% | -$9,487 | 减仓 |
| — | AMERICAN CONSERVATIVE VALUES ETF | $42.00万 | 0.10% | 8,820 | -600 | -6.4% | -$2.86万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $40.41万 | 0.09% | 1,407 | -116 | -7.6% | -$3.33万 | 减仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $36.06万 | 0.08% | 2,005 | -86 | -4.1% | -$1.55万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $34.04万 | 0.08% | 1,061 | -300 | -22.0% | -$9.62万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $33.62万 | 0.08% | 1,204 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $33.54万 | 0.08% | 700 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL COM | $33.47万 | 0.08% | 3,230 | -100 | -3.0% | -$1.04万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $33.07万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $32.30万 | 0.07% | 1,098 | 98 | 9.8% | $2.88万 | 加仓 |
| WMT | WALMART INC COM | $29.42万 | 0.07% | 2,367 | -174 | -6.8% | -$2.16万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $28.74万 | 0.07% | 440 | -165 | -27.3% | -$10.78万 | 减仓 |
| LFUS | LITTELFUSE INC COM | $28.51万 | 0.07% | 840 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $27.40万 | 0.06% | 1,105 | -417 | -27.4% | -$10.34万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $27.08万 | 0.06% | 824 | 44 | 5.6% | $1.45万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $23.03万 | 0.05% | 1,113 | 1,113 | — | $23.03万 | 新建仓 |
| HD | HOME DEPOT INC COM | $22.96万 | 0.05% | 698 | 48 | 7.4% | $1.58万 | 加仓 |
| MRK | MERCK & CO INC COM | $22.07万 | 0.05% | 1,835 | 1,835 | — | $22.07万 | 新建仓 |
| TXN | TEXAS INSTRS INC COM | $20.68万 | 0.05% | 1,065 | 1,065 | — | $20.68万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $20.60万 | 0.05% | 236 | 236 | — | $20.60万 | 新建仓 |
| — | BYRNA TECHNOLOGIES INC COM NEW | $0 | 0.00% | 0 | -88,481 | -100.0% | -$148.56万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -9,372 | -100.0% | -$46.53万 | 清仓 |
| DIS | DISNEY WALT CO COM | $0 | 0.00% | 0 | -2,000 | -100.0% | -$22.75万 | 清仓 |
| ABBV | ABBVIE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $0 | 0.00% | 0 | -2,000 | -100.0% | -$20.81万 | 清仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $0 | 0.00% | 0 | -518 | -100.0% | -$20.41万 | 清仓 |