Costello Asset Management, INC
FEASTERVILLE PA · SEC CIK 0001760145
$2.89亿2026Q1 申报市值
685持仓数
51.4%前十大占比 · 第一大 8.1%
48 / 54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
CNI 加仓+$399.88万
LLY 加仓+$125.73万
LMT 加仓+$60.20万
JNJ 加仓+$59.47万
AXP 加仓+$42.22万
2026Q1 卖出最多 按季末市值估算
RUSHA 减仓-$245.45万
CEG 减仓-$109.08万
GOOGL 减仓-$88.54万
GOOG 减仓-$61.36万
UBER 减仓-$53.13万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $120.12万 | 0.42% | 12,781 | 38 | 0.3% | $3,571 | 加仓 |
| GEV | GE VERNOVA INC | $126.05万 | 0.44% | 1,444 | 116 | 8.7% | $10.13万 | 加仓 |
| SGOV | ISHARES TR | $140.81万 | 0.49% | 13,989 | -3,240 | -18.8% | -$32.61万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $142.86万 | 0.49% | 46,563 | -721 | -1.5% | -$2.21万 | 减仓 |
| META | META PLATFORMS INC | $153.19万 | 0.53% | 2,677 | -25 | -0.9% | -$1.43万 | 减仓 |
| MELI | MERCADOLIBRE INC | $154.10万 | 0.53% | 891 | -91 | -9.3% | -$15.74万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $154.15万 | 0.53% | 53,787 | -4,333 | -7.5% | -$12.42万 | 减仓 |
| MRK | MERCK & CO INC | $175.71万 | 0.61% | 14,608 | -831 | -5.4% | -$10.00万 | 减仓 |
| PFE | PFIZER INC | $188.29万 | 0.65% | 67,056 | -1,953 | -2.8% | -$5.48万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $194.74万 | 0.67% | 1,954 | 58 | 3.1% | $5.78万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $207.42万 | 0.72% | 41,318 | 2,589 | 6.7% | $13.00万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $239.76万 | 0.83% | 3,687 | 96 | 2.7% | $6.24万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $252.04万 | 0.87% | 8,568 | 837 | 10.8% | $24.62万 | 加仓 |
| WMT | WALMART INC | $262.81万 | 0.91% | 21,147 | -267 | -1.2% | -$3.32万 | 减仓 |
| PEP | PEPSICO INC | $276.94万 | 0.96% | 17,834 | 2 | 0.0% | $311 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $290.00万 | 1.00% | 50,313 | -594 | -1.2% | -$3.42万 | 减仓 |
| TJX | TJX COS INC NEW | $303.91万 | 1.05% | 19,030 | -1,435 | -7.0% | -$22.92万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $318.85万 | 1.10% | 11,418 | -3,906 | -25.5% | -$109.08万 | 减仓 |
| CVX | CHEVRON CORPORATION | $337.07万 | 1.17% | 16,292 | -360 | -2.2% | -$7.45万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $338.96万 | 1.17% | 54,018 | -3,955 | -6.8% | -$24.82万 | 减仓 |
| CSX | CSX CORP | $347.30万 | 1.20% | 84,604 | -9,263 | -9.9% | -$38.02万 | 减仓 |
| — | HONEYWELL INTL INC | $365.81万 | 1.26% | 16,184 | -539 | -3.2% | -$12.18万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $403.27万 | 1.39% | 39,240 | 38,910 | 11,790.9% | $399.88万 | 加仓 |
| CB | CHUBB LTD SWITZ | $408.33万 | 1.41% | 12,528 | -454 | -3.5% | -$14.80万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $415.85万 | 1.44% | 21,668 | -149 | -0.7% | -$2.86万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $415.90万 | 1.44% | 57,820 | -7,387 | -11.3% | -$53.13万 | 减仓 |
| ARTNA | ARTESIAN RES CORP | $418.77万 | 1.45% | 131,483 | -8,505 | -6.1% | -$27.09万 | 减仓 |
| MCK | MCKESSON CORP | $445.23万 | 1.54% | 5,145 | -119 | -2.3% | -$10.30万 | 减仓 |
| QXO | QXO INC | $483.47万 | 1.67% | 248,955 | 15,575 | 6.7% | $30.25万 | 加仓 |
| NFLX | NETFLIX INC. | $691.49万 | 2.39% | 71,918 | 492 | 0.7% | $4.73万 | 加仓 |
| V | VISA INC | $773.24万 | 2.67% | 25,584 | 496 | 2.0% | $14.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $773.72万 | 2.68% | 16,146 | -73 | -0.5% | -$3.50万 | 减仓 |
| LLY | ELI LILLY & CO | $920.68万 | 3.18% | 10,010 | 1,367 | 15.8% | $125.73万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,123.38万 | 3.88% | 45,957 | 2,433 | 5.6% | $59.47万 | 加仓 |
| GOOG | ALPHABET INC | $1,348.10万 | 4.66% | 46,995 | -2,139 | -4.4% | -$61.36万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,470.49万 | 5.08% | 39,725 | 1 | 0.0% | $370 | 加仓 |
| GOOGL | ALPHABET INC | $1,701.27万 | 5.88% | 59,162 | -3,079 | -4.9% | -$88.54万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,130.58万 | 7.37% | 122,166 | -2,770 | -2.2% | -$48.31万 | 减仓 |
| AAPL | APPLE INC | $2,293.92万 | 7.93% | 90,387 | 429 | 0.5% | $10.89万 | 加仓 |
| AMZN | AMAZON COM INC | $2,339.98万 | 8.09% | 112,353 | -818 | -0.7% | -$17.04万 | 减仓 |