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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $2,339.98万 | 8.09% | 112,353 | -818 | -0.7% | -$17.04万 | 减仓 |
| AAPL | APPLE INC | $2,293.92万 | 7.93% | 90,387 | 429 | 0.5% | $10.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,130.58万 | 7.37% | 122,166 | -2,770 | -2.2% | -$48.31万 | 减仓 |
| GOOGL | ALPHABET INC | $1,701.27万 | 5.88% | 59,162 | -3,079 | -4.9% | -$88.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,470.49万 | 5.08% | 39,725 | 1 | 0.0% | $370 | 加仓 |
| GOOG | ALPHABET INC | $1,348.10万 | 4.66% | 46,995 | -2,139 | -4.4% | -$61.36万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,123.38万 | 3.88% | 45,957 | 2,433 | 5.6% | $59.47万 | 加仓 |
| LLY | ELI LILLY & CO | $920.68万 | 3.18% | 10,010 | 1,367 | 15.8% | $125.73万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $773.72万 | 2.68% | 16,146 | -73 | -0.5% | -$3.50万 | 减仓 |
| V | VISA INC | $773.24万 | 2.67% | 25,584 | 496 | 2.0% | $14.99万 | 加仓 |
| NFLX | NETFLIX INC. | $691.49万 | 2.39% | 71,918 | 492 | 0.7% | $4.73万 | 加仓 |
| QXO | QXO INC | $483.47万 | 1.67% | 248,955 | 15,575 | 6.7% | $30.25万 | 加仓 |
| MCK | MCKESSON CORP | $445.23万 | 1.54% | 5,145 | -119 | -2.3% | -$10.30万 | 减仓 |
| ARTNA | ARTESIAN RES CORP | $418.77万 | 1.45% | 131,483 | -8,505 | -6.1% | -$27.09万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $415.90万 | 1.44% | 57,820 | -7,387 | -11.3% | -$53.13万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $415.85万 | 1.44% | 21,668 | -149 | -0.7% | -$2.86万 | 减仓 |
| CB | CHUBB LTD SWITZ | $408.33万 | 1.41% | 12,528 | -454 | -3.5% | -$14.80万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $403.27万 | 1.39% | 39,240 | 38,910 | 11,790.9% | $399.88万 | 加仓 |
| — | HONEYWELL INTL INC | $365.81万 | 1.26% | 16,184 | -539 | -3.2% | -$12.18万 | 减仓 |
| CSX | CSX CORP | $347.30万 | 1.20% | 84,604 | -9,263 | -9.9% | -$38.02万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $338.96万 | 1.17% | 54,018 | -3,955 | -6.8% | -$24.82万 | 减仓 |
| CVX | CHEVRON CORPORATION | $337.07万 | 1.17% | 16,292 | -360 | -2.2% | -$7.45万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $318.85万 | 1.10% | 11,418 | -3,906 | -25.5% | -$109.08万 | 减仓 |
| TJX | TJX COS INC NEW | $303.91万 | 1.05% | 19,030 | -1,435 | -7.0% | -$22.92万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $290.00万 | 1.00% | 50,313 | -594 | -1.2% | -$3.42万 | 减仓 |
| PEP | PEPSICO INC | $276.94万 | 0.96% | 17,834 | 2 | 0.0% | $311 | 加仓 |
| WMT | WALMART INC | $262.81万 | 0.91% | 21,147 | -267 | -1.2% | -$3.32万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $252.04万 | 0.87% | 8,568 | 837 | 10.8% | $24.62万 | 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 |
| VZ | VERIZON COMMUNICATIONS INC | $207.42万 | 0.72% | 41,318 | 2,589 | 6.7% | $13.00万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $194.74万 | 0.67% | 1,954 | 58 | 3.1% | $5.78万 | 加仓 |
| PFE | PFIZER INC | $188.29万 | 0.65% | 67,056 | -1,953 | -2.8% | -$5.48万 | 减仓 |
| MRK | MERCK & CO INC | $175.71万 | 0.61% | 14,608 | -831 | -5.4% | -$10.00万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $154.15万 | 0.53% | 53,787 | -4,333 | -7.5% | -$12.42万 | 减仓 |
| MELI | MERCADOLIBRE INC | $154.10万 | 0.53% | 891 | -91 | -9.3% | -$15.74万 | 减仓 |
| META | META PLATFORMS INC | $153.19万 | 0.53% | 2,677 | -25 | -0.9% | -$1.43万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $142.86万 | 0.49% | 46,563 | -721 | -1.5% | -$2.21万 | 减仓 |
| SGOV | ISHARES TR | $140.81万 | 0.49% | 13,989 | -3,240 | -18.8% | -$32.61万 | 减仓 |
| GEV | GE VERNOVA INC | $126.05万 | 0.44% | 1,444 | 116 | 8.7% | $10.13万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $120.12万 | 0.42% | 12,781 | 38 | 0.3% | $3,571 | 加仓 |
| NEE | NEXTERA ENERGY INC | $119.55万 | 0.41% | 12,872 | 77 | 0.6% | $7,152 | 加仓 |
| IJH | ISHARES TR | $111.63万 | 0.39% | 16,531 | -360 | -2.1% | -$2.43万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $104.34万 | 0.36% | 1,746 | 130 | 8.0% | $7.77万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $90.94万 | 0.31% | 6,683 | 20 | 0.3% | $2,722 | 加仓 |
| MA | MASTERCARD INCORPORATED | $86.79万 | 0.30% | 1,737 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $84.34万 | 0.29% | 17,205 | -2 | -0.0% | -$98 | 减仓 |
| VST | VISTRA CORP | $82.32万 | 0.28% | 5,476 | -89 | -1.6% | -$1.34万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $78.86万 | 0.27% | 13,938 | 7,349 | 111.5% | $41.58万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $76.45万 | 0.26% | 30,457 | -79 | -0.3% | -$1,983 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $76.39万 | 0.26% | 18,970 | -84 | -0.4% | -$3,383 | 减仓 |
| AVGO | BROADCOM INC | $74.62万 | 0.26% | 2,411 | 201 | 9.1% | $6.22万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $73.93万 | 0.26% | 25,381 | 777 | 3.2% | $2.26万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $71.45万 | 0.25% | 4,947 | -117 | -2.3% | -$1.69万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $69.59万 | 0.24% | 2,301 | 1,396 | 154.3% | $42.22万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $68.22万 | 0.24% | 5,210 | 351 | 7.2% | $4.60万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $66.91万 | 0.23% | 1,107 | 996 | 897.3% | $60.20万 | 加仓 |
| IJR | ISHARES TR | $66.36万 | 0.23% | 5,339 | -34 | -0.6% | -$4,226 | 减仓 |
| CAT | CATERPILLAR INC | $63.41万 | 0.22% | 895 | 15 | 1.7% | $1.06万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $62.57万 | 0.22% | 2,497 | -1,600 | -39.1% | -$40.09万 | 减仓 |
| FDX | FEDEX CORP | $60.55万 | 0.21% | 1,700 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $60.54万 | 0.21% | 3,998 | 258 | 6.9% | $3.91万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $60.08万 | 0.21% | 8,958 | 1,423 | 18.9% | $9.54万 | 加仓 |
| — | EXXON MOBIL CORP | $59.17万 | 0.20% | 3,488 | -300 | -7.9% | -$5.09万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $57.20万 | 0.20% | 3,910 | 400 | 11.4% | $5.85万 | 加仓 |
| KO | COCA COLA CO | $56.53万 | 0.20% | 7,433 | -270 | -3.5% | -$2.05万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $50.24万 | 0.17% | 1,400 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $50.02万 | 0.17% | 2,017 | -20 | -1.0% | -$4,960 | 减仓 |
| ORCL | ORACLE CORP | $49.27万 | 0.17% | 3,349 | 2 | 0.1% | $294 | 加仓 |
| ARM | ARM HOLDINGS PLC | $49.27万 | 0.17% | 3,257 | 34 | 1.1% | $5,144 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $48.06万 | 0.17% | 3,278 | -10 | -0.3% | -$1,466 | 减仓 |
| FFLG | FIDELITY COVINGTON TRUST | $46.28万 | 0.16% | 16,643 | -3,900 | -19.0% | -$10.85万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $46.17万 | 0.16% | 2,147 | 407 | 23.4% | $8.75万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $45.96万 | 0.16% | 2,867 | -450 | -13.6% | -$7.21万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $43.93万 | 0.15% | 1,369 | 1 | 0.1% | $321 | 加仓 |
| HD | HOME DEPOT INC | $42.17万 | 0.15% | 1,282 | 70 | 5.8% | $2.30万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $40.38万 | 0.14% | 2,442 | 1 | 0.0% | $165 | 加仓 |
| GE | GE AEROSPACE | $37.14万 | 0.13% | 1,309 | 16 | 1.2% | $4,540 | 加仓 |
| T | AT&T INC | $36.75万 | 0.13% | 12,676 | 70 | 0.6% | $2,029 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $35.55万 | 0.12% | 9,050 | 15 | 0.2% | $589 | 加仓 |
| TSLA | TESLA INC | $34.05万 | 0.12% | 916 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $33.61万 | 0.12% | 13,108 | 326 | 2.6% | $8,359 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $31.41万 | 0.11% | 639 | -386 | -37.7% | -$18.97万 | 减仓 |
| INTU | INTUIT | $30.92万 | 0.11% | 715 | 2 | 0.3% | $865 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $30.56万 | 0.11% | 3,727 | -268 | -6.7% | -$2.20万 | 减仓 |
| UNP | UNION PAC CORP | $30.08万 | 0.10% | 1,240 | -100 | -7.5% | -$2.43万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $29.53万 | 0.10% | 3,465 | -238 | -6.4% | -$2.03万 | 减仓 |
| KLAC | KLA CORP | $29.45万 | 0.10% | 200 | -200 | -50.0% | -$29.45万 | 减仓 |
| SMH | VANECK ETF TRUST | $29.32万 | 0.10% | 765 | 300 | 64.5% | $11.50万 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $28.73万 | 0.10% | 14,041 | -15 | -0.1% | -$307 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $27.97万 | 0.10% | 3,672 | -39 | -1.1% | -$2,970 | 减仓 |
| RTX | RTX CORPORATION | $27.69万 | 0.10% | 1,435 | -200 | -12.2% | -$3.86万 | 减仓 |
| ABBV | ABBVIE INC | $27.58万 | 0.10% | 1,268 | 1 | 0.1% | $218 | 加仓 |
| CALM | CAL MAINE FOODS INC | $27.27万 | 0.09% | 3,445 | 1,570 | 83.7% | $12.43万 | 加仓 |
| ADBE | ADOBE INC | $26.40万 | 0.09% | 1,086 | 546 | 101.1% | $13.27万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $26.30万 | 0.09% | 589 | -12 | -2.0% | -$5,358 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $24.60万 | 0.09% | 4,208 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $24.44万 | 0.08% | 515 | 248 | 92.9% | $11.77万 | 加仓 |
| OC | OWENS CORNING NEW | $24.08万 | 0.08% | 2,225 | 25 | 1.1% | $2,706 | 加仓 |
| LRCX | LAM RESEARCH CORP | $23.72万 | 0.08% | 1,110 | -1,400 | -55.8% | -$29.91万 | 减仓 |
| DLN | WISDOMTREE TR | $23.64万 | 0.08% | 2,646 | 1,724 | 187.0% | $15.40万 | 加仓 |