Martin Capital Partners, LLC
EUGENE OR · SEC CIK 0001731216
$2.69亿2026Q1 申报市值
68持仓数
34.6%前十大占比 · 第一大 4.0%
2 / 4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
MKC 加仓+$330.26万
RGA 加仓+$50.69万
MSFT 加仓+$41.79万
SPY 新建仓+$33.50万
KOF 加仓+$24.63万
2026Q1 卖出最多 按季末市值估算
RHI 清仓-$430.90万
LMT 清仓-$340.70万
UPS 减仓-$309.33万
ASML 减仓-$256.36万
CHRW 清仓-$69.40万
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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $1,068.50万 | 3.97% | 30,368 | 15 | 0.0% | $5,278 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,030.00万 | 3.83% | 49,785 | -202 | -0.4% | -$4.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,025.20万 | 3.81% | 41,941 | -430 | -1.0% | -$10.51万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $958.90万 | 3.56% | 69,950 | -183 | -0.3% | -$2.51万 | 减仓 |
| CME | CME GROUP INC | $932.50万 | 3.47% | 31,572 | 208 | 0.7% | $6.14万 | 加仓 |
| — | EXXON MOBIL CORP | $925.40万 | 3.44% | 54,543 | -278 | -0.5% | -$4.72万 | 减仓 |
| CSCO | CISCO SYS INC | $899.80万 | 3.34% | 115,966 | -948 | -0.8% | -$7.36万 | 减仓 |
| ASML | ASML HLDG NV | $865.50万 | 3.22% | 6,553 | -1,941 | -22.9% | -$256.36万 | 减仓 |
| BKH | BLACK HILLS CORP | $856.00万 | 3.18% | 123,329 | -160 | -0.1% | -$1.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $743.30万 | 2.76% | 20,081 | 1,129 | 6.0% | $41.79万 | 加仓 |
| TXN | TEXAS INSTRS INC | $734.20万 | 2.73% | 37,817 | -287 | -0.8% | -$5.57万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $730.50万 | 2.71% | 21,285 | -108 | -0.5% | -$3.71万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $689.70万 | 2.56% | 23,447 | -167 | -0.7% | -$4.91万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $666.10万 | 2.48% | 132,382 | -445 | -0.3% | -$2.24万 | 减仓 |
| O | REALTY INCOME CORP | $659.10万 | 2.45% | 107,739 | 31 | 0.0% | $1,896 | 加仓 |
| MKC | MCCORMICK & CO INC | $642.20万 | 2.39% | 127,314 | 65,473 | 105.9% | $330.26万 | 加仓 |
| PEP | PEPSICO INC | $630.50万 | 2.34% | 40,600 | 928 | 2.3% | $14.41万 | 加仓 |
| UNP | UNION PAC CORP | $628.90万 | 2.34% | 25,920 | -36 | -0.1% | -$8,735 | 减仓 |
| PSX | PHILLIPS 66 | $614.30万 | 2.28% | 33,721 | -80 | -0.2% | -$1.46万 | 减仓 |
| MDT | MEDTRONIC PLC | $601.00万 | 2.23% | 69,360 | -318 | -0.5% | -$2.76万 | 减仓 |
| UL | UNILEVER PLC | $600.40万 | 2.23% | 105,391 | 457 | 0.4% | $2.60万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $589.20万 | 2.19% | 117,370 | -286 | -0.2% | -$1.44万 | 减仓 |
| TTE | TOTALENERGIES SE | $586.90万 | 2.18% | 64,507 | -466 | -0.7% | -$4.24万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $586.80万 | 2.18% | 28,741 | 2,483 | 9.5% | $50.69万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $574.20万 | 2.13% | 108,815 | -597 | -0.5% | -$3.15万 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $556.10万 | 2.07% | 57,004 | 2,525 | 4.6% | $24.63万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $552.70万 | 2.05% | 183,800 | -1,023 | -0.6% | -$3.08万 | 减仓 |
| ETR | ENTERGY CORP NEW | $537.00万 | 2.00% | 47,794 | -86 | -0.2% | -$9,663 | 减仓 |
| PFE | PFIZER INC | $530.40万 | 1.97% | 188,873 | 769 | 0.4% | $2.16万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $528.70万 | 1.96% | 36,603 | -140 | -0.4% | -$2.02万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $504.90万 | 1.88% | 51,321 | -31,442 | -38.0% | -$309.33万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $496.70万 | 1.85% | 55,104 | 10 | 0.0% | $901 | 加仓 |
| IGSB | ISHARES TR | $477.70万 | 1.78% | 90,878 | -756 | -0.8% | -$3.97万 | 减仓 |
| CLX | CLOROX CO DEL | $476.90万 | 1.77% | 46,016 | 793 | 1.8% | $8.22万 | 加仓 |
| NVO | NOVO-NORDISK A S | $430.60万 | 1.60% | 117,180 | 2,189 | 1.9% | $8.04万 | 加仓 |
| NKE | NIKE INC | $393.10万 | 1.46% | 74,425 | 783 | 1.1% | $4.14万 | 加仓 |
| HD | HOME DEPOT INC | $385.70万 | 1.43% | 11,726 | -6 | -0.1% | -$1,974 | 减仓 |
| SHY | ISHARES TR | $382.40万 | 1.42% | 46,308 | -305 | -0.7% | -$2.52万 | 减仓 |
| STIP | ISHARES TR | $343.20万 | 1.28% | 33,185 | -166 | -0.5% | -$1.72万 | 减仓 |
| IEI | ISHARES TR | $114.90万 | 0.43% | 9,690 | 55 | 0.6% | $6,522 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $96.80万 | 0.36% | 10,744 | -4 | -0.0% | -$360 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $96.50万 | 0.36% | 4,922 | 8 | 0.2% | $1,568 | 加仓 |
| COR | CENCORA INC | $93.40万 | 0.35% | 2,973 | 7 | 0.2% | $2,199 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $82.30万 | 0.31% | 5,211 | 14 | 0.3% | $2,211 | 加仓 |
| AAPL | APPLE INC | $81.10万 | 0.30% | 3,195 | 1 | 0.0% | $254 | 加仓 |
| MSM | MSC INDL DIRECT INC | $77.00万 | 0.29% | 8,346 | -6 | -0.1% | -$554 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $65.90万 | 0.24% | 21,469 | 104 | 0.5% | $3,192 | 加仓 |
| PAYX | PAYCHEX INC | $64.50万 | 0.24% | 7,006 | 11 | 0.2% | $1,013 | 加仓 |
| SDY | SPDR SERIES TRUST | $61.20万 | 0.23% | 4,196 | -2,477 | -37.1% | -$36.13万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $60.90万 | 0.23% | 2,444 | -4 | -0.2% | -$997 | 减仓 |
| INGR | INGREDION INC | $57.90万 | 0.22% | 5,135 | 11 | 0.2% | $1,240 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $51.50万 | 0.19% | 7,242 | -16 | -0.2% | -$1,138 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $39.20万 | 0.15% | 393 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $37.70万 | 0.14% | 3,217 | -6 | -0.2% | -$703 | 减仓 |
| EMN | EASTMAN CHEM CO | $37.00万 | 0.14% | 4,853 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $34.80万 | 0.13% | 957 | -9 | -0.9% | -$3,273 | 减仓 |
| LLY | ELI LILLY & CO | $33.70万 | 0.13% | 366 | -50 | -12.0% | -$4.60万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.50万 | 0.12% | 515 | 515 | — | $33.50万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $30.90万 | 0.11% | 7,148 | 67 | 0.9% | $2,896 | 加仓 |
| REGL | PROSHARES TR | $30.10万 | 0.11% | 3,480 | 50 | 1.5% | $4,325 | 加仓 |
| HRL | HORMEL FOODS CORP | $29.70万 | 0.11% | 13,120 | 755 | 6.1% | $1.71万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $28.90万 | 0.11% | 3,262 | 65 | 2.0% | $5,759 | 加仓 |
| BWZ | SPDR SERIES TRUST | $26.50万 | 0.10% | 9,829 | -566 | -5.4% | -$1.53万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $23.60万 | 0.09% | 621 | -292 | -32.0% | -$11.10万 | 减仓 |
| — | WESTERN ASSET INVESTMENT GRA | $23.60万 | 0.09% | 19,518 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $20.80万 | 0.08% | 294 | 294 | — | $20.80万 | 新建仓 |
| AVGO | BROADCOM INC | $20.50万 | 0.08% | 662 | 0 | 0.0% | — | 不变 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $19.00万 | 0.07% | 13,156 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -158,652 | -100.0% | -$430.90万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -7,044 | -100.0% | -$340.70万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $0 | 0.00% | 0 | -4,318 | -100.0% | -$69.40万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -6,335 | -100.0% | -$55.10万 | 清仓 |