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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $2,664.75万 | 8.00% | 111,804 | -549 | -0.5% | -$13.08万 | 减仓 |
| AAPL | APPLE INC | $2,659.58万 | 7.98% | 91,912 | 1,525 | 1.7% | $44.13万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,586.29万 | 7.76% | 129,256 | 7,090 | 5.8% | $141.86万 | 加仓 |
| GOOGL | ALPHABET INC | $2,102.32万 | 6.31% | 58,828 | -334 | -0.6% | -$11.94万 | 减仓 |
| GOOG | ALPHABET INC | $1,649.65万 | 4.95% | 46,689 | -306 | -0.7% | -$10.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,473.40万 | 4.42% | 39,499 | -226 | -0.6% | -$8.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,237.01万 | 3.71% | 48,707 | 2,750 | 6.0% | $69.84万 | 加仓 |
| LLY | ELI LILLY & CO | $1,233.68万 | 3.70% | 10,286 | 276 | 2.8% | $33.10万 | 加仓 |
| V | VISA INC | $866.47万 | 2.60% | 25,255 | -329 | -1.3% | -$11.29万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $814.53万 | 2.44% | 16,278 | 132 | 0.8% | $6.61万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $600.55万 | 1.80% | 50,365 | 11,125 | 28.4% | $132.65万 | 加仓 |
| NFLX | NETFLIX INC. | $517.17万 | 1.55% | 72,433 | 515 | 0.7% | $3.68万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $514.39万 | 1.54% | 24,176 | 2,508 | 11.6% | $53.36万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $465.17万 | 1.40% | 21,041 | 21,041 | — | $465.17万 | 新建仓 |
| QXO | QXO INC | $455.61万 | 1.37% | 263,665 | 14,710 | 5.9% | $25.42万 | 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 |
| CEG | CONSTELLATION ENERGY CORP | $437.70万 | 1.31% | 17,623 | 6,205 | 54.3% | $154.11万 | 加仓 |
| CB | CHUBB LIMITED | $434.20万 | 1.30% | 12,743 | 215 | 1.7% | $7.33万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $433.62万 | 1.30% | 12,819 | 10,518 | 457.1% | $355.79万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $417.41万 | 1.25% | 57,845 | 25 | 0.0% | $1,804 | 加仓 |
| KLAC | KLA CORP | $397.05万 | 1.19% | 13,160 | 11,160 | 558.0% | $336.71万 | 加仓 |
| ARTNA | ARTESIAN RES CORP | $394.21万 | 1.18% | 115,979 | -15,504 | -11.8% | -$52.70万 | 减仓 |
| MCK | MCKESSON CORP | $390.87万 | 1.17% | 5,173 | 28 | 0.5% | $2.12万 | 加仓 |
| VST | VISTRA CORP | $367.66万 | 1.10% | 23,177 | 17,701 | 323.2% | $280.79万 | 加仓 |
| CSX | CSX CORP | $322.98万 | 0.97% | 67,952 | -16,652 | -19.7% | -$79.15万 | 减仓 |
| TJX | TJX COS INC NEW | $304.82万 | 0.91% | 20,120 | 1,090 | 5.7% | $16.51万 | 加仓 |
| PCAR | PACCAR INC | $289.91万 | 0.87% | 24,135 | 24,135 | — | $289.91万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $284.78万 | 0.85% | 8,700 | 132 | 1.5% | $4.32万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $259.01万 | 0.78% | 44,781 | -5,532 | -11.0% | -$32.00万 | 减仓 |
| CVX | CHEVRON CORPORATION | $244.71万 | 0.73% | 14,763 | -1,529 | -9.4% | -$25.34万 | 减仓 |
| PEP | PEPSICO INC | $232.10万 | 0.70% | 17,141 | -693 | -3.9% | -$9.38万 | 减仓 |
| WMT | WALMART INC | $230.92万 | 0.69% | 20,388 | -759 | -3.6% | -$8.60万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $182.15万 | 0.55% | 20,753 | 7,881 | 61.2% | $69.17万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $181.56万 | 0.54% | 42,880 | 1,562 | 3.8% | $6.61万 | 加仓 |
| MRK | MERCK & CO INC | $175.38万 | 0.53% | 13,648 | -960 | -6.6% | -$12.34万 | 减仓 |
| HON | HONEYWELL INTL INC | $174.31万 | 0.52% | 7,785 | -8,399 | -51.9% | -$188.05万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $172.54万 | 0.52% | 1,844 | -110 | -5.6% | -$10.29万 | 减仓 |
| META | META PLATFORMS INC | $151.33万 | 0.45% | 2,687 | 10 | 0.4% | $5,632 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $148.83万 | 0.45% | 46,933 | 370 | 0.8% | $1.17万 | 加仓 |
| PFE | PFIZER INC | $146.64万 | 0.44% | 60,897 | -6,159 | -9.2% | -$14.83万 | 减仓 |
| MELI | MERCADOLIBRE INC | $146.19万 | 0.44% | 861 | -30 | -3.4% | -$5.09万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $142.11万 | 0.43% | 50,057 | -3,730 | -6.9% | -$10.59万 | 减仓 |
| IJH | ISHARES TR | $125.53万 | 0.38% | 16,279 | -252 | -1.5% | -$1.94万 | 减仓 |
| GEV | GE VERNOVA INC | $121.95万 | 0.37% | 1,038 | -406 | -28.1% | -$47.70万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $117.96万 | 0.35% | 12,784 | 3 | 0.0% | $277 | 加仓 |
| VOO | VANGUARD INDEX FDS | $116.84万 | 0.35% | 1,701 | -45 | -2.6% | -$3.09万 | 减仓 |
| SGOV | ISHARES TR | $110.26万 | 0.33% | 10,953 | -3,036 | -21.7% | -$30.56万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $108.64万 | 0.33% | 3,064 | -193 | -5.9% | -$6.84万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $103.27万 | 0.31% | 16,988 | 3,050 | 21.9% | $18.54万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $93.99万 | 0.28% | 2,756 | -111 | -3.9% | -$3.79万 | 减仓 |
| AVGO | BROADCOM INC | $93.08万 | 0.28% | 2,464 | 53 | 2.2% | $2.00万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $88.33万 | 0.27% | 30,502 | 45 | 0.1% | $1,303 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $88.23万 | 0.26% | 6,705 | 22 | 0.3% | $2,895 | 加仓 |
| CAT | CATERPILLAR INC | $86.47万 | 0.26% | 812 | -83 | -9.3% | -$8.84万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $85.76万 | 0.26% | 25,344 | -37 | -0.1% | -$1,252 | 减仓 |
| MA | MASTERCARD INCORPORATED | $82.43万 | 0.25% | 1,605 | -132 | -7.6% | -$6.78万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $80.26万 | 0.24% | 2,397 | -100 | -4.0% | -$3.35万 | 减仓 |
| EXC | EXELON CORP | $80.25万 | 0.24% | 17,215 | 10 | 0.1% | $466 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $80.23万 | 0.24% | 9,218 | 260 | 2.9% | $2.26万 | 加仓 |
| IJR | ISHARES TR | $79.18万 | 0.24% | 5,339 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $73.25万 | 0.22% | 4,995 | 48 | 1.0% | $7,039 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $69.76万 | 0.21% | 1,409 | 9 | 0.6% | $4,456 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $67.59万 | 0.20% | 17,644 | -1,326 | -7.0% | -$5.08万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $65.77万 | 0.20% | 5,196 | -14 | -0.3% | -$1,772 | 减仓 |
| DVY | ISHARES TR | $62.27万 | 0.19% | 3,984 | -14 | -0.4% | -$2,188 | 减仓 |
| KO | COCA COLA CO | $61.52万 | 0.18% | 7,570 | 137 | 1.8% | $1.11万 | 加仓 |
| IWM | ISHARES TR | $60.54万 | 0.18% | 2,015 | -2 | -0.1% | -$601 | 减仓 |
| GE | GE AEROSPACE | $60.36万 | 0.18% | 1,615 | 306 | 23.4% | $11.44万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $56.70万 | 0.17% | 1,113 | 6 | 0.5% | $3,057 | 加仓 |
| FFLG | FIDELITY COVINGTON TRUST | $55.90万 | 0.17% | 16,118 | -525 | -3.2% | -$1.82万 | 减仓 |
| FDX | FEDEX CORP | $53.23万 | 0.16% | 1,700 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $50.74万 | 0.15% | 1,371 | 2 | 0.1% | $740 | 加仓 |
| SMH | VANECK ETF TRUST | $50.15万 | 0.15% | 765 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $48.97万 | 0.15% | 3,087 | -191 | -5.8% | -$3.03万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $47.95万 | 0.14% | 4,110 | 200 | 5.1% | $2.33万 | 加仓 |
| ORCL | ORACLE CORP | $47.32万 | 0.14% | 3,229 | -120 | -3.6% | -$1.76万 | 减仓 |
| HD | HOME DEPOT INC | $45.60万 | 0.14% | 1,293 | 11 | 0.9% | $3,879 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $44.20万 | 0.13% | 2,443 | 1 | 0.0% | $181 | 加仓 |
| SPYG | SPDR SERIES TRUST | $43.22万 | 0.13% | 3,632 | 2,037 | 127.7% | $24.24万 | 加仓 |
| TSLA | TESLA INC | $42.19万 | 0.13% | 1,003 | 87 | 9.5% | $3.66万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $41.55万 | 0.12% | 4,690 | 1,018 | 27.7% | $9.02万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $39.43万 | 0.12% | 910 | -200 | -18.0% | -$8.67万 | 减仓 |
| GLW | CORNING INC | $39.37万 | 0.12% | 1,541 | -60 | -3.7% | -$1.53万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $38.34万 | 0.12% | 13,027 | -81 | -0.6% | -$2,384 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.95万 | 0.11% | 1,604 | -543 | -25.3% | -$12.85万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $36.96万 | 0.11% | 9,077 | 27 | 0.3% | $1,099 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.87万 | 0.11% | 772 | 347 | 81.6% | $16.57万 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $36.53万 | 0.11% | 16,574 | 2,533 | 18.0% | $5.58万 | 加仓 |
| ASML | ASML HLDG NV | $34.02万 | 0.10% | 171 | 79 | 85.9% | $15.72万 | 加仓 |
| OC | OWENS CORNING NEW | $33.78万 | 0.10% | 2,125 | -100 | -4.5% | -$1.59万 | 减仓 |
| UNP | UNION PAC CORP | $33.73万 | 0.10% | 1,240 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $32.69万 | 0.10% | 652 | 13 | 2.0% | $6,518 | 加仓 |
| — | EXXON MOBIL CORP | $32.19万 | 0.10% | 2,355 | -1,133 | -32.5% | -$15.49万 | 减仓 |
| ABBV | ABBVIE INC | $31.93万 | 0.10% | 1,269 | 1 | 0.1% | $252 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $31.67万 | 0.10% | 734 | 12 | 1.7% | $5,177 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $31.24万 | 0.09% | 629 | 40 | 6.8% | $1.99万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $30.91万 | 0.09% | 1,100 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $30.05万 | 0.09% | 1,584 | 149 | 10.4% | $2.83万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $29.65万 | 0.09% | 3,570 | -157 | -4.2% | -$1.30万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $29.44万 | 0.09% | 1,723 | 1,723 | — | $29.44万 | 新建仓 |