Costello Asset Management, INC
FEASTERVILLE PA · SEC CIK 0001760145
$3.33亿2026Q2 申报市值
710持仓数
51.9%前十大占比 · 第一大 8.0%
42 / 18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
HONA 新建仓+$465.17万
AXP 加仓+$355.79万
KLAC 加仓+$336.71万
PCAR 新建仓+$289.91万
VST 加仓+$280.79万
2026Q2 卖出最多 按季末市值估算
BSX 减仓-$220.63万
HON 减仓-$188.05万
CSX 减仓-$79.15万
ARTNA 减仓-$52.70万
GEV 减仓-$47.70万
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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $284.78万 | 0.85% | 8,700 | 132 | 1.5% | $4.32万 | 加仓 |
| PCAR | PACCAR INC | $289.91万 | 0.87% | 24,135 | 24,135 | — | $289.91万 | 新建仓 |
| TJX | TJX COS INC NEW | $304.82万 | 0.91% | 20,120 | 1,090 | 5.7% | $16.51万 | 加仓 |
| CSX | CSX CORP | $322.98万 | 0.97% | 67,952 | -16,652 | -19.7% | -$79.15万 | 减仓 |
| VST | VISTRA CORP | $367.66万 | 1.10% | 23,177 | 17,701 | 323.2% | $280.79万 | 加仓 |
| MCK | MCKESSON CORP | $390.87万 | 1.17% | 5,173 | 28 | 0.5% | $2.12万 | 加仓 |
| ARTNA | ARTESIAN RES CORP | $394.21万 | 1.18% | 115,979 | -15,504 | -11.8% | -$52.70万 | 减仓 |
| KLAC | KLA CORP | $397.05万 | 1.19% | 13,160 | 11,160 | 558.0% | $336.71万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $417.41万 | 1.25% | 57,845 | 25 | 0.0% | $1,804 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $433.62万 | 1.30% | 12,819 | 10,518 | 457.1% | $355.79万 | 加仓 |
| CB | CHUBB LIMITED | $434.20万 | 1.30% | 12,743 | 215 | 1.7% | $7.33万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $437.70万 | 1.31% | 17,623 | 6,205 | 54.3% | $154.11万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $441.54万 | 1.33% | 5,913 | 2,226 | 60.4% | $166.22万 | 加仓 |
| QXO | QXO INC | $455.61万 | 1.37% | 263,665 | 14,710 | 5.9% | $25.42万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $465.17万 | 1.40% | 21,041 | 21,041 | — | $465.17万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $514.39万 | 1.54% | 24,176 | 2,508 | 11.6% | $53.36万 | 加仓 |
| NFLX | NETFLIX INC. | $517.17万 | 1.55% | 72,433 | 515 | 0.7% | $3.68万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $600.55万 | 1.80% | 50,365 | 11,125 | 28.4% | $132.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $814.53万 | 2.44% | 16,278 | 132 | 0.8% | $6.61万 | 加仓 |
| V | VISA INC | $866.47万 | 2.60% | 25,255 | -329 | -1.3% | -$11.29万 | 减仓 |
| LLY | ELI LILLY & CO | $1,233.68万 | 3.70% | 10,286 | 276 | 2.8% | $33.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,237.01万 | 3.71% | 48,707 | 2,750 | 6.0% | $69.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,473.40万 | 4.42% | 39,499 | -226 | -0.6% | -$8.43万 | 减仓 |
| GOOG | ALPHABET INC | $1,649.65万 | 4.95% | 46,689 | -306 | -0.7% | -$10.81万 | 减仓 |
| GOOGL | ALPHABET INC | $2,102.32万 | 6.31% | 58,828 | -334 | -0.6% | -$11.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,586.29万 | 7.76% | 129,256 | 7,090 | 5.8% | $141.86万 | 加仓 |
| AAPL | APPLE INC | $2,659.58万 | 7.98% | 91,912 | 1,525 | 1.7% | $44.13万 | 加仓 |
| AMZN | AMAZON COM INC | $2,664.75万 | 8.00% | 111,804 | -549 | -0.5% | -$13.08万 | 减仓 |