Steigerwald, Gordon & Koch Inc.
LEESBURG VA · SEC CIK 0001731876
$9.74亿2026Q1 申报市值
779持仓数
34.3%前十大占比 · 第一大 4.9%
24 / 172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
CDNS 加仓+$597.14万
GS 加仓+$378.42万
Exxon Mobil Corp 加仓+$174.48万
Q 加仓+$159.73万
DuPont De Nemour 加仓+$102.61万
2026Q1 卖出最多 按季末市值估算
ABBNY 清仓-$2,817.01万
JP Morgan PFD 5. 清仓-$437.42万
JP Morgan Chase 清仓-$348.65万
Wells Fargo PFD 清仓-$337.31万
ADBE 减仓-$336.16万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| XLV | SPDR Health Care Select Sector ETF | $17.16万 | 0.02% | 1,170 | -33 | -2.7% | -$4,840 | 减仓 |
| XLP | Sector Spdr Tr Con Stpls | $17.22万 | 0.02% | 2,100 | -124 | -5.6% | -$1.02万 | 减仓 |
| STX | Seagate Technology | $17.24万 | 0.02% | 440 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley | $17.86万 | 0.02% | 1,085 | -52 | -4.6% | -$8,558 | 减仓 |
| QUAL | Ishars Edg Msci Usa Qlty | $18.22万 | 0.02% | 950 | 0 | 0.0% | — | 不变 |
| SCHX | Schw US Lcap Etf | $18.38万 | 0.02% | 7,167 | -1,660 | -18.8% | -$4.26万 | 减仓 |
| D | Dominion Resources | $18.38万 | 0.02% | 2,973 | 5 | 0.2% | $309 | 加仓 |
| SBUX | Starbucks Corp | $18.56万 | 0.02% | 2,071 | -355 | -14.6% | -$3.18万 | 减仓 |
| VGT | Vanguard Info Technology | $18.70万 | 0.02% | 268 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp Trades With | $18.96万 | 0.02% | 782 | 0 | 0.0% | — | 不变 |
| C | Citigroup | $19.21万 | 0.02% | 1,694 | -75 | -4.2% | -$8,505 | 减仓 |
| — | WisdomTree US Dividend ex-Financials ETF | $19.34万 | 0.02% | 1,671 | 0 | 0.0% | — | 不变 |
| AEE | Ameren Corporation | $19.79万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| JCI | Johnson Controls Inc | $20.09万 | 0.02% | 1,534 | -121 | -7.3% | -$1.58万 | 减仓 |
| BRNY | Burney U.S. Factor Rotation ETF | $20.23万 | 0.02% | 4,150 | -1,363 | -24.7% | -$6.65万 | 减仓 |
| TMO | Thermo Fisher Scientific | $20.36万 | 0.02% | 414 | 62 | 17.6% | $3.05万 | 加仓 |
| QQQ | Invesco QQQ Trust | $20.39万 | 0.02% | 353 | 0 | 0.0% | — | 不变 |
| DIA | Diamonds Trust Series I | $20.47万 | 0.02% | 442 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences Inc | $20.55万 | 0.02% | 1,474 | -108 | -6.8% | -$1.51万 | 减仓 |
| SOXX | iShares PHLX Semiconductor ETF | $21.20万 | 0.02% | 645 | 0 | 0.0% | — | 不变 |
| BLK | Blackrock Inc | $21.73万 | 0.02% | 226 | -15 | -6.2% | -$1.44万 | 减仓 |
| VBK | Vanguard Small Cap Grwth | $21.97万 | 0.02% | 727 | 0 | 0.0% | — | 不变 |
| AZN | Astrazeneca Plc Adr F Sponsored Adr | $22.58万 | 0.02% | 1,145 | 1,145 | — | $22.58万 | 新建仓 |
| UNH | Unitedhealth Group Inc | $22.65万 | 0.02% | 837 | -98 | -10.5% | -$2.65万 | 减仓 |
| VTV | Vanguard Value | $22.72万 | 0.02% | 1,158 | 800 | 223.5% | $15.70万 | 加仓 |
| QCOM | Qualcomm Inc | $23.07万 | 0.02% | 1,791 | -51 | -2.8% | -$6,569 | 减仓 |
| ADI | Analog Devices Inc | $23.26万 | 0.02% | 731 | 88 | 13.7% | $2.80万 | 加仓 |
| XLU | Sector Spdr Util Select | $23.51万 | 0.02% | 5,124 | -131 | -2.5% | -$6,012 | 减仓 |
| — | Bank Of America PDF Conv 7.25 | $23.83万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| LOW | Lowes Companies Inc | $24.10万 | 0.02% | 1,020 | -40 | -3.8% | -$9,451 | 减仓 |
| WELL | Welltower Inc | $24.17万 | 0.02% | 1,223 | 177 | 16.9% | $3.50万 | 加仓 |
| IVW | iShares Tr S&P 500/ Growth Index Fd | $24.33万 | 0.02% | 2,151 | 0 | 0.0% | — | 不变 |
| PH | Parker Hannifin Corp | $24.44万 | 0.03% | 273 | 40 | 17.2% | $3.58万 | 加仓 |
| LRCX | Lam Research Corp | $24.78万 | 0.03% | 1,160 | -61 | -5.0% | -$1.30万 | 减仓 |
| TXN | Texas Instruments Inc | $25.68万 | 0.03% | 1,323 | 1 | 0.1% | $194 | 加仓 |
| XLK | Sector Spdr Tech Select | $26.98万 | 0.03% | 2,030 | 0 | 0.0% | — | 不变 |
| ATO | Atmos Energy Corp | $27.17万 | 0.03% | 1,471 | 0 | 0.0% | — | 不变 |
| CIEN | Ciena Corp | $27.18万 | 0.03% | 700 | -100 | -12.5% | -$3.88万 | 减仓 |
| NOC | Northrop Grumman Corp | $28.20万 | 0.03% | 413 | 0 | 0.0% | — | 不变 |
| HUBB | Hubbell Inc | $28.46万 | 0.03% | 580 | 0 | 0.0% | — | 不变 |
| SCHW | The Charles Schwab Corp | $29.03万 | 0.03% | 3,089 | 333 | 12.1% | $3.13万 | 加仓 |
| WEC | WEC Energy Group | $30.16万 | 0.03% | 2,605 | 0 | 0.0% | — | 不变 |
| AMAT | Applied Materials Inc | $30.58万 | 0.03% | 895 | 45 | 5.3% | $1.54万 | 加仓 |
| DVY | iShares Select Dividend ETF | $30.96万 | 0.03% | 2,045 | 1,250 | 157.2% | $18.93万 | 加仓 |
| LGND | Ligand Pharm Inc Cl B | $31.27万 | 0.03% | 1,566 | 0 | 0.0% | — | 不变 |
| CSX | CSX Corp | $31.66万 | 0.03% | 7,712 | 0 | 0.0% | — | 不变 |
| PANW | Palo Alto Networks | $31.86万 | 0.03% | 1,987 | -127 | -6.0% | -$2.04万 | 减仓 |
| NVS | Novartis AG ADR | $31.94万 | 0.03% | 2,091 | 0 | 0.0% | — | 不变 |
| IEFA | Ishares Core Msci Eafe | $34.16万 | 0.04% | 3,773 | 0 | 0.0% | — | 不变 |
| ICF | iShares Cohen & Steers REIT ETF | $35.52万 | 0.04% | 5,739 | -210 | -3.5% | -$1.30万 | 减仓 |
| BAC | Bank of America Corp | $36.64万 | 0.04% | 7,516 | 298 | 4.1% | $1.45万 | 加仓 |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $36.77万 | 0.04% | 4,804 | 0 | 0.0% | — | 不变 |
| ASML | Asml Holding N V New York Shs | $37.91万 | 0.04% | 287 | -3 | -1.0% | -$3,962 | 减仓 |
| NSC | Norfolk Southern Corp | $37.93万 | 0.04% | 1,321 | -16 | -1.2% | -$4,594 | 减仓 |
| COF | Capital One Financial | $39.37万 | 0.04% | 2,158 | -74 | -3.3% | -$1.35万 | 减仓 |
| ABT | Abbott Laboratories | $39.55万 | 0.04% | 3,852 | 16 | 0.4% | $1,643 | 加仓 |
| PEP | Pepsico Incorporated | $40.23万 | 0.04% | 2,591 | -58 | -2.2% | -$9,006 | 减仓 |
| MCD | Mc Donalds Corp | $40.48万 | 0.04% | 1,303 | -35 | -2.6% | -$1.09万 | 减仓 |
| SNA | Snap On Inc | $40.68万 | 0.04% | 1,120 | 0 | 0.0% | — | 不变 |
| EFA | iShares MSCI EAFE Index | $41.67万 | 0.04% | 4,290 | 400 | 10.3% | $3.89万 | 加仓 |
| VZ | Verizon Communications | $43.52万 | 0.04% | 8,670 | -127 | -1.4% | -$6,375 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight ETF | $44.56万 | 0.05% | 2,322 | 601 | 34.9% | $11.53万 | 加仓 |
| NFLX | Netflix Inc | $45.08万 | 0.05% | 4,688 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO ORD WI | $47.80万 | 0.05% | 5,406 | -51 | -0.9% | -$4,509 | 减仓 |
| FTV | Fortive Corporation | $49.08万 | 0.05% | 8,878 | -42 | -0.5% | -$2,322 | 减仓 |
| CVX | Chevron Corp | $52.06万 | 0.05% | 2,516 | 3 | 0.1% | $621 | 加仓 |
| COP | Conocophillips | $52.36万 | 0.05% | 3,967 | 3,422 | 627.9% | $45.17万 | 加仓 |
| MRK | Merck & Co. Inc. | $53.37万 | 0.05% | 4,437 | -125 | -2.7% | -$1.50万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $54.28万 | 0.06% | 908 | -1 | -0.1% | -$598 | 减仓 |
| DUK | Duke Energy Corporation | $55.52万 | 0.06% | 4,240 | -100 | -2.3% | -$1.31万 | 减仓 |
| AXP | American Express Company | $57.35万 | 0.06% | 1,896 | 69 | 3.8% | $2.09万 | 加仓 |
| RDNT | RadNet Inc | $59.61万 | 0.06% | 10,665 | 1,370 | 14.7% | $7.66万 | 加仓 |
| BCPC | Balchem Corp | $63.72万 | 0.07% | 3,760 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HOLDINGS CL A ORD | $63.87万 | 0.07% | 105,563 | 0 | 0.0% | — | 不变 |
| MAR | Marriott International Inc | $65.53万 | 0.07% | 2,004 | 0 | 0.0% | — | 不变 |
| CB | Chubb Corporation | $66.65万 | 0.07% | 2,045 | -25 | -1.2% | -$8,148 | 减仓 |
| TSLA | Tesla Motors Inc | $68.70万 | 0.07% | 1,848 | 2 | 0.1% | $744 | 加仓 |
| ABBV | Abbvie Inc | $69.58万 | 0.07% | 3,199 | -48 | -1.5% | -$1.04万 | 减仓 |
| MA | Mastercard Inc | $77.49万 | 0.08% | 1,551 | 70 | 4.7% | $3.50万 | 加仓 |
| CSCO | Cisco Systems Inc | $104.84万 | 0.11% | 13,513 | 5 | 0.0% | $388 | 加仓 |
| LMT | Lockheed Martin Corp | $109.58万 | 0.11% | 1,813 | 60 | 3.4% | $3.63万 | 加仓 |
| AVGO | Broadcom Ltd | $114.39万 | 0.12% | 3,696 | 61 | 1.7% | $1.89万 | 加仓 |
| VYM | Vanguard High Dividend | $115.22万 | 0.12% | 7,780 | 627 | 8.8% | $9.29万 | 加仓 |
| VTI | Vanguard Total Stock Market | $118.16万 | 0.12% | 3,683 | -150 | -3.9% | -$4.81万 | 减仓 |
| TSM | Taiwan Semiconductr ADR | $122.84万 | 0.13% | 3,635 | -2 | -0.1% | -$676 | 减仓 |
| PG | Procter & Gamble Co | $129.46万 | 0.13% | 8,963 | -124 | -1.4% | -$1.79万 | 减仓 |
| HD | Home Depot Inc | $136.69万 | 0.14% | 4,156 | -45 | -1.1% | -$1.48万 | 减仓 |
| COST | Costco Wholesale Corp | $142.71万 | 0.15% | 1,432 | 21 | 1.5% | $2.09万 | 加仓 |
| DOW | Dow Inc | $158.50万 | 0.16% | 38,055 | -10,923 | -22.3% | -$45.49万 | 减仓 |
| SPY | SPDR S&P 500 Index ETF | $164.36万 | 0.17% | 2,527 | 142 | 6.0% | $9.24万 | 加仓 |
| BRK/B | Berkshire Hathaway Class B | $172.75万 | 0.18% | 3,605 | -65 | -1.8% | -$3.11万 | 减仓 |
| PLTR | Palantir Technologies Inc | $178.46万 | 0.18% | 12,200 | 100 | 0.8% | $1.46万 | 加仓 |
| META | Meta Platforms Inc | $200.93万 | 0.21% | 3,512 | -20 | -0.6% | -$1.14万 | 减仓 |
| GOOG | Alphabet Inc Class C | $222.96万 | 0.23% | 7,772 | -611 | -7.3% | -$17.53万 | 减仓 |
| CAT | Caterpillar Inc | $242.07万 | 0.25% | 3,417 | -178 | -5.0% | -$12.61万 | 减仓 |
| LLY | Eli Lilly & Company | $257.19万 | 0.26% | 2,796 | -18 | -0.6% | -$1.66万 | 减仓 |
| AMZN | Amazon Com Inc | $272.57万 | 0.28% | 13,088 | -114 | -0.9% | -$2.37万 | 减仓 |
| PHIN | Phinia Inc | $284.83万 | 0.29% | 41,618 | -372 | -0.9% | -$2.55万 | 减仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $298.87万 | 0.31% | 44,258 | 390 | 0.9% | $2.63万 | 加仓 |
| DHR | Danaher Corp Del | $302.80万 | 0.31% | 15,971 | 115 | 0.7% | $2.18万 | 加仓 |