Steigerwald, Gordon & Koch Inc.
LEESBURG VA · SEC CIK 0001731876
$10.09亿2026Q2 申报市值
765持仓数
33.9%前十大占比 · 第一大 5.2%
7 / 24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
GS 加仓+$1,018.18万
CDNS 加仓+$895.40万
Q 加仓+$54.84万
SYK 加仓+$20.12万
PANW 加仓+$16.98万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$1,733.52万
TROW 减仓-$474.06万
ADBE 减仓-$337.47万
Exxon Mobil Corp 清仓-$322.29万
GIS 减仓-$278.32万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | $5,267.10万 | 5.22% | 182,026 | -4,275 | -2.3% | -$123.70万 | 减仓 |
| JPM | JP Morgan Chase & Co | $3,861.96万 | 3.83% | 117,984 | -1,893 | -1.6% | -$61.96万 | 减仓 |
| RTX | Raytheon Technologies Ord | $3,406.22万 | 3.38% | 179,530 | -3,234 | -1.8% | -$61.36万 | 减仓 |
| DE | Deere & Co | $3,349.86万 | 3.32% | 52,809 | -1,194 | -2.2% | -$75.74万 | 减仓 |
| GOOGL | Alphabet Inc Class A | $3,268.12万 | 3.24% | 91,449 | -615 | -0.7% | -$21.98万 | 减仓 |
| MSFT | Microsoft Corp | $3,175.98万 | 3.15% | 85,142 | 24 | 0.0% | $8,953 | 加仓 |
| TRV | Travelers Companies Inc | $3,079.22万 | 3.05% | 93,276 | -1,279 | -1.4% | -$42.22万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $2,998.94万 | 2.97% | 264,783 | -6,124 | -2.3% | -$69.36万 | 减仓 |
| JNJ | Johnson & Johnson | $2,892.11万 | 2.87% | 113,876 | -966 | -0.8% | -$24.53万 | 减仓 |
| DKS | Dick's Sporting Goods | $2,856.76万 | 2.83% | 125,954 | -2,036 | -1.6% | -$46.18万 | 减仓 |
| V | Visa Inc | $2,819.51万 | 2.79% | 82,180 | 31 | 0.0% | $1.06万 | 加仓 |
| CACI | CACI International | $2,799.57万 | 2.77% | 60,432 | -891 | -1.5% | -$41.28万 | 减仓 |
| IBM | International Business Machines | $2,739.13万 | 2.72% | 97,405 | -57 | -0.1% | -$1.60万 | 减仓 |
| MCK | McKesson Corporation | $2,736.02万 | 2.71% | 36,210 | -294 | -0.8% | -$22.21万 | 减仓 |
| WFC | Wells Fargo & Co | $2,687.24万 | 2.66% | 325,174 | -3,464 | -1.1% | -$28.63万 | 减仓 |
| AMGN | Amgen Incorporated | $2,544.11万 | 2.52% | 70,256 | -626 | -0.9% | -$22.67万 | 减仓 |
| VTR | Ventas Inc | $2,442.69万 | 2.42% | 275,078 | -2,486 | -0.9% | -$22.08万 | 减仓 |
| SYK | Stryker Corp | $2,210.46万 | 2.19% | 70,209 | 639 | 0.9% | $20.12万 | 加仓 |
| NEE | Nextera Energy Inc | $2,183.80万 | 2.16% | 248,810 | -598 | -0.2% | -$5.25万 | 减仓 |
| KMI | Kinder Morgan Inc | $2,176.29万 | 2.16% | 680,728 | -383 | -0.1% | -$1.22万 | 减仓 |
| CARR | Carrier Global Corp | $2,162.59万 | 2.14% | 294,831 | -1,361 | -0.5% | -$9.98万 | 减仓 |
| LIN | Linde PLC | $1,854.28万 | 1.84% | 35,732 | -2 | -0.0% | -$1,038 | 减仓 |
| KO | Coca Cola Company | $1,840.61万 | 1.82% | 226,481 | -1,390 | -0.6% | -$11.30万 | 减仓 |
| ADP | Auto Data Processing | $1,796.23万 | 1.78% | 80,207 | -1,047 | -1.3% | -$23.45万 | 减仓 |
| ELV | Elevance Health Inc | $1,735.50万 | 1.72% | 44,876 | -66 | -0.1% | -$2.55万 | 减仓 |
| CDNS | Cadence Design System | $1,711.65万 | 1.70% | 45,605 | 23,857 | 109.7% | $895.40万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $1,670.67万 | 1.66% | 102,301 | 3,358 | 3.4% | $54.84万 | 加仓 |
| SYY | Sysco Corporation | $1,586.26万 | 1.57% | 189,790 | -2,504 | -1.3% | -$20.93万 | 减仓 |
| GS | Goldman Sachs Group Inc | $1,525.30万 | 1.51% | 15,081 | 10,067 | 200.8% | $1,018.18万 | 加仓 |
| CHKP | Check Point Software Tech | $1,511.27万 | 1.50% | 114,987 | -8,888 | -7.2% | -$116.81万 | 减仓 |
| ORCL | Oracle Corporation | $1,261.17万 | 1.25% | 86,057 | -305 | -0.4% | -$4.47万 | 减仓 |
| PFE | Pfizer Incorporated | $1,211.04万 | 1.20% | 502,925 | -15,955 | -3.1% | -$38.42万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $1,179.90万 | 1.17% | 15,755 | 32 | 0.2% | $2.40万 | 加仓 |
| RVTY | Revvity Inc | $1,151.47万 | 1.14% | 103,494 | -4,980 | -4.6% | -$55.41万 | 减仓 |
| OMC | Omnicom Group Inc | $962.60万 | 0.95% | 132,171 | -14,614 | -10.0% | -$106.43万 | 减仓 |
| OTIS | OTIS Worldwide Corp | $913.30万 | 0.91% | 127,556 | -22,654 | -15.1% | -$162.20万 | 减仓 |
| DD | DuPont De Nemours Inc | $888.16万 | 0.88% | 65,479 | -127,803 | -66.1% | -$1,733.52万 | 减仓 |
| T | AT&T Inc | $887.64万 | 0.88% | 428,809 | -675 | -0.2% | -$1.40万 | 减仓 |
| BWA | BorgWarner | $881.23万 | 0.87% | 132,715 | 457 | 0.3% | $3.03万 | 加仓 |
| DIS | Walt Disney Co | $820.52万 | 0.81% | 85,249 | -21,242 | -19.9% | -$204.45万 | 减仓 |
| BA | Boeing Co | $820.15万 | 0.81% | 37,888 | -77 | -0.2% | -$1.67万 | 减仓 |
| ACN | Accenture Ltd | $819.88万 | 0.81% | 65,885 | -4,285 | -6.1% | -$53.32万 | 减仓 |
| NVDA | Nvidia Corp | $566.95万 | 0.56% | 28,335 | -59 | -0.2% | -$1.18万 | 减仓 |
| UPS | United Parcel Service | $485.45万 | 0.48% | 45,158 | -10,716 | -19.2% | -$115.20万 | 减仓 |
| CTVA | Corteva Inc | $441.87万 | 0.44% | 52,174 | -4,321 | -7.6% | -$36.59万 | 减仓 |
| IJR | iShares Core S&P Small-Cap ETF | $391.00万 | 0.39% | 26,364 | -353 | -1.3% | -$5.24万 | 减仓 |
| CAT | Caterpillar Inc | $360.05万 | 0.36% | 3,381 | -36 | -1.1% | -$3.83万 | 减仓 |
| PHIN | Phinia Inc | $339.02万 | 0.34% | 41,159 | -459 | -1.1% | -$3.78万 | 减仓 |
| LLY | Eli Lilly & Company | $335.40万 | 0.33% | 2,796 | 0 | 0.0% | — | 不变 |
| IJH | iShares Core S&P Mid-Cap ETF | $335.30万 | 0.33% | 43,483 | -775 | -1.8% | -$5.98万 | 减仓 |
| TROW | T Rowe Price Group | $329.89万 | 0.33% | 29,017 | -41,698 | -59.0% | -$474.06万 | 减仓 |
| AMZN | Amazon Com Inc | $314.98万 | 0.31% | 13,216 | 128 | 1.0% | $3.05万 | 加仓 |
| DHR | Danaher Corp Del | $304.22万 | 0.30% | 15,971 | 0 | 0.0% | — | 不变 |
| GOOG | Alphabet Inc Class C | $273.75万 | 0.27% | 7,748 | -24 | -0.3% | -$8,480 | 减仓 |
| ZTS | Zoetis Inc | $241.98万 | 0.24% | 33,674 | -38,729 | -53.5% | -$278.31万 | 减仓 |
| BRK/B | Berkshire Hathaway Class B | $195.45万 | 0.19% | 3,906 | 301 | 8.3% | $15.06万 | 加仓 |
| SPY | SPDR S&P 500 Index ETF | $184.89万 | 0.18% | 2,476 | -51 | -2.0% | -$3.81万 | 减仓 |
| TSM | Taiwan Semiconductr ADR | $173.60万 | 0.17% | 3,635 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems Inc | $157.79万 | 0.16% | 13,433 | -80 | -0.6% | -$9,397 | 减仓 |
| HD | Home Depot Inc | $143.63万 | 0.14% | 4,072 | -84 | -2.0% | -$2.96万 | 减仓 |
| GIS | General Mills Inc | $142.62万 | 0.14% | 40,983 | -79,977 | -66.1% | -$278.32万 | 减仓 |
| PLTR | Palantir Technologies Inc | $142.34万 | 0.14% | 12,200 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Ltd | $139.81万 | 0.14% | 3,701 | 5 | 0.1% | $1,889 | 加仓 |
| PG | Procter & Gamble Co | $133.56万 | 0.13% | 9,108 | 145 | 1.6% | $2.13万 | 加仓 |
| COST | Costco Wholesale Corp | $132.58万 | 0.13% | 1,417 | -15 | -1.0% | -$1.40万 | 减仓 |
| ADBE | Adobe Systems Inc | $126.79万 | 0.13% | 6,184 | -16,460 | -72.7% | -$337.47万 | 减仓 |
| VTI | Vanguard Total Stock Market | $122.75万 | 0.12% | 3,317 | -366 | -9.9% | -$13.54万 | 减仓 |
| VYM | Vanguard High Dividend | $121.36万 | 0.12% | 7,680 | -100 | -1.3% | -$1.58万 | 减仓 |
| META | Meta Platforms Inc | $106.58万 | 0.11% | 1,892 | -1,620 | -46.1% | -$91.26万 | 减仓 |
| LMT | Lockheed Martin Corp | $88.50万 | 0.09% | 1,737 | -76 | -4.2% | -$3.87万 | 减仓 |
| PANW | Palo Alto Networks | $84.74万 | 0.08% | 2,485 | 498 | 25.1% | $16.98万 | 加仓 |
| ABBV | Abbvie Inc | $82.29万 | 0.08% | 3,270 | 71 | 2.2% | $1.79万 | 加仓 |
| TSLA | Tesla Motors Inc | $79.87万 | 0.08% | 1,899 | 51 | 2.8% | $2.15万 | 加仓 |
| MA | Mastercard Inc | $76.42万 | 0.08% | 1,488 | -63 | -4.1% | -$3.24万 | 减仓 |
| MAR | Marriott International Inc | $74.26万 | 0.07% | 2,004 | 0 | 0.0% | — | 不变 |
| AXP | American Express Company | $64.74万 | 0.06% | 1,914 | 18 | 0.9% | $6,089 | 加仓 |
| AMAT | Applied Materials Inc | $64.68万 | 0.06% | 895 | 0 | 0.0% | — | 不变 |
| RDNT | RadNet Inc | $63.92万 | 0.06% | 10,365 | -300 | -2.8% | -$1.85万 | 减仓 |
| BCPC | Balchem Corp | $63.53万 | 0.06% | 3,760 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HOLDINGS CL A ORD | $61.23万 | 0.06% | 105,563 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co. Inc. | $59.81万 | 0.06% | 4,655 | 218 | 4.9% | $2.80万 | 加仓 |
| ASML | Asml Holding N V New York Shs | $57.10万 | 0.06% | 287 | 0 | 0.0% | — | 不变 |
| DUK | Duke Energy Corporation | $54.82万 | 0.05% | 4,331 | 91 | 2.1% | $1.15万 | 加仓 |
| FTV | Fortive Corporation | $54.23万 | 0.05% | 8,878 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp | $51.18万 | 0.05% | 3,665 | 245 | 7.2% | $3.42万 | 加仓 |
| CB | Chubb Corporation | $50.43万 | 0.05% | 1,480 | -565 | -27.6% | -$19.25万 | 减仓 |
| LGND | Ligand Pharm Inc Cl B | $49.50万 | 0.05% | 1,566 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corp | $49.40万 | 0.05% | 1,140 | -20 | -1.7% | -$8,667 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight ETF | $48.35万 | 0.05% | 2,272 | -50 | -2.2% | -$1.06万 | 减仓 |
| VLTO | VERALTO ORD WI | $47.94万 | 0.05% | 5,406 | 0 | 0.0% | — | 不变 |
| VOO | Vanguard S&P 500 ETF | $46.59万 | 0.05% | 678 | -230 | -25.3% | -$15.81万 | 减仓 |
| SNA | Snap On Inc | $46.07万 | 0.05% | 1,145 | 25 | 2.2% | $1.01万 | 加仓 |
| EFA | iShares MSCI EAFE Index | $43.79万 | 0.04% | 4,215 | -75 | -1.7% | -$7,791 | 减仓 |
| NSC | Norfolk Southern Corp | $43.49万 | 0.04% | 1,382 | 61 | 4.6% | $1.92万 | 加仓 |
| COF | Capital One Financial | $43.29万 | 0.04% | 2,158 | 0 | 0.0% | — | 不变 |
| STX | Seagate Technology | $42.46万 | 0.04% | 440 | 0 | 0.0% | — | 不变 |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $42.24万 | 0.04% | 4,806 | 2 | 0.0% | $176 | 加仓 |
| CVX | Chevron Corp | $41.95万 | 0.04% | 2,531 | 15 | 0.6% | $2,486 | 加仓 |
| SOXX | iShares PHLX Semiconductor ETF | $41.33万 | 0.04% | 645 | 0 | 0.0% | — | 不变 |
| COP | Conocophillips | $41.24万 | 0.04% | 3,967 | 0 | 0.0% | — | 不变 |