Cairn Investment Group, Inc.
VANCOUVER WA · SEC CIK 0001800358
$2.27亿2026Q2 申报市值
65持仓数
49.5%前十大占比 · 第一大 11.7%
3 / 1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
XLV 新建仓+$958.30万
INGR 新建仓+$426.50万
BIL 加仓+$291.09万
MSFT 加仓+$48.49万
VXUS 加仓+$33.43万
2026Q2 卖出最多 按季末市值估算
BorgWarner Inc 减仓-$330.69万
AAPL 减仓-$241.05万
QCOM 减仓-$170.64万
F 清仓-$25.60万
LLY 减仓-$20.99万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | Vanguard Total International S | $2,664.10万 | 11.75% | 311,629 | 3,910 | 1.3% | $33.43万 | 加仓 |
| VWO | Vanguard INTL Equity Index | $1,297.30万 | 5.72% | 217,342 | 2,325 | 1.1% | $13.88万 | 加仓 |
| BIL | SPDR Ser Tr | $1,261.30万 | 5.56% | 137,640 | 31,765 | 30.0% | $291.09万 | 加仓 |
| EWZ | iShares Trust | $981.00万 | 4.33% | 284,345 | -445 | -0.2% | -$1.54万 | 减仓 |
| XLV | Select Sector SPDR TR | $958.30万 | 4.23% | 60,400 | 60,400 | — | $958.30万 | 新建仓 |
| GS | Goldman Sachs Group Inc | $921.50万 | 4.06% | 9,111 | 75 | 0.8% | $7.59万 | 加仓 |
| AYI | Acuity Brands Inc | $853.00万 | 3.76% | 22,647 | -20 | -0.1% | -$7,533 | 减仓 |
| AAPL | Apple Inc | $846.00万 | 3.73% | 29,235 | -8,330 | -22.2% | -$241.05万 | 减仓 |
| EXPD | Expeditors INTL Wash Inc | $727.00万 | 3.21% | 44,608 | 0 | 0.0% | — | 不变 |
| — | BorgWarner Inc | $723.30万 | 3.19% | 108,925 | -49,800 | -31.4% | -$330.69万 | 减仓 |
| EWM | iShares Inc | $709.90万 | 3.13% | 263,410 | -375 | -0.1% | -$1.01万 | 减仓 |
| MRK | Merck & Co Inc | $705.10万 | 3.11% | 54,875 | 200 | 0.4% | $2.57万 | 加仓 |
| FFIV | F5 Networks Inc | $632.20万 | 2.79% | 15,198 | -80 | -0.5% | -$3.33万 | 减仓 |
| BKNG | Booking Holdings | $586.10万 | 2.58% | 32,880 | 830 | 2.6% | $14.80万 | 加仓 |
| — | Sysco Corp | $558.00万 | 2.46% | 66,760 | 0 | 0.0% | — | 不变 |
| PEP | PepsiCo Inc | $498.30万 | 2.20% | 36,805 | 872 | 2.4% | $11.81万 | 加仓 |
| QCOM | Qualcomm Inc | $475.40万 | 2.10% | 25,728 | -9,235 | -26.4% | -$170.64万 | 减仓 |
| CI | Cigna Group | $427.20万 | 1.88% | 15,498 | 287 | 1.9% | $7.91万 | 加仓 |
| INGR | Ingredion Inc | $426.50万 | 1.88% | 45,035 | 45,035 | — | $426.50万 | 新建仓 |
| EOG | EOG Resources Inc | $403.60万 | 1.78% | 31,114 | 233 | 0.8% | $3.02万 | 加仓 |
| PCAR | PACCAR Inc. | $393.90万 | 1.74% | 32,791 | 487 | 1.5% | $5.85万 | 加仓 |
| COST | Costco Wholesale Corp | $384.60万 | 1.70% | 4,111 | 200 | 5.1% | $18.71万 | 加仓 |
| KR | Kroger Co | $319.60万 | 1.41% | 57,557 | 0 | 0.0% | — | 不变 |
| LLY | Eli Lilly & Co | $313.10万 | 1.38% | 2,610 | -175 | -6.3% | -$20.99万 | 减仓 |
| GDX | Vaneck Vectors ETF Tr | $296.70万 | 1.31% | 39,330 | -130 | -0.3% | -$9,807 | 减仓 |
| CMCSA | Comcast Corp | $288.30万 | 1.27% | 117,440 | 5,465 | 4.9% | $13.42万 | 加仓 |
| CSCO | Cisco Systems Inc | $281.20万 | 1.24% | 23,936 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences | $268.40万 | 1.18% | 21,247 | -116 | -0.5% | -$1.47万 | 减仓 |
| MCK | McKesson Corp. | $268.20万 | 1.18% | 3,550 | -20 | -0.6% | -$1.51万 | 减仓 |
| CAH | Cardinal Health Inc | $261.70万 | 1.15% | 11,015 | -225 | -2.0% | -$5.35万 | 减仓 |
| CTSH | Cognizant Tech Solutions | $235.50万 | 1.04% | 60,810 | 2,965 | 5.1% | $11.48万 | 加仓 |
| VONV | Vanguard Russell 1000 Value | $231.20万 | 1.02% | 21,752 | -145 | -0.7% | -$1.54万 | 减仓 |
| GOOGL | Alphabet Inc. A | $230.60万 | 1.02% | 6,454 | 0 | 0.0% | — | 不变 |
| FISV | Fiserv Inc | $226.90万 | 1.00% | 46,255 | -95 | -0.2% | -$4,660 | 减仓 |
| BRK/B | Berkshire Hathaway Inc B | $182.00万 | 0.80% | 3,637 | 0 | 0.0% | — | 不变 |
| BIIB | Biogen Inc | $173.80万 | 0.77% | 8,043 | 0 | 0.0% | — | 不变 |
| EW | Edwards Lifesciences | $161.00万 | 0.71% | 17,800 | 0 | 0.0% | — | 不变 |
| USB | U.S. Bancorp | $157.10万 | 0.69% | 26,013 | -525 | -2.0% | -$3.17万 | 减仓 |
| MSFT | Microsoft Corp | $151.80万 | 0.67% | 4,070 | 1,300 | 46.9% | $48.49万 | 加仓 |
| — | JPMorgan Chase & Co | $123.00万 | 0.54% | 3,757 | 200 | 5.6% | $6.55万 | 加仓 |
| GBIL | Goldman Sachs ETF Tr | $79.30万 | 0.35% | 7,920 | 0 | 0.0% | — | 不变 |
| COWZ | Pacer FDS TR | $76.90万 | 0.34% | 12,370 | 535 | 4.5% | $3.33万 | 加仓 |
| AMZN | Amazon Com Inc | $68.80万 | 0.30% | 2,885 | 700 | 32.0% | $16.69万 | 加仓 |
| — | Exxon Mobil Corp | $65.40万 | 0.29% | 4,784 | 0 | 0.0% | — | 不变 |
| AXP | American Express Co | $64.30万 | 0.28% | 1,900 | 0 | 0.0% | — | 不变 |
| V | Visa Inc | $56.30万 | 0.25% | 1,640 | 0 | 0.0% | — | 不变 |
| MMM | 3M Company | $54.60万 | 0.24% | 3,370 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Elec Co | $45.20万 | 0.20% | 3,160 | 0 | 0.0% | — | 不变 |
| NVO | Novo Nordisk A/S ADR | $44.70万 | 0.20% | 9,333 | -75 | -0.8% | -$3,592 | 减仓 |
| VIG | Vanguard Specialized Funds | $41.50万 | 0.18% | 1,752 | 0 | 0.0% | — | 不变 |
| IEFA | iShares Trust | $40.70万 | 0.18% | 4,211 | 0 | 0.0% | — | 不变 |
| AMP | Ameriprise Financial Inc | $37.30万 | 0.16% | 814 | 0 | 0.0% | — | 不变 |
| DIS | Walt Disney Co | $36.60万 | 0.16% | 3,810 | 0 | 0.0% | — | 不变 |
| IVV | iShares Trust | $35.60万 | 0.16% | 475 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group Inc | $35.00万 | 0.15% | 841 | 0 | 0.0% | — | 不变 |
| CTAS | Cintas Corp | $32.60万 | 0.14% | 1,917 | 0 | 0.0% | — | 不变 |
| SHV | iShares Short Treasury | $31.70万 | 0.14% | 2,875 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp | $30.20万 | 0.13% | 1,110 | 0 | 0.0% | — | 不变 |
| SCHO | Schwab Strategic TR | $30.10万 | 0.13% | 12,474 | 12,474 | — | $30.10万 | 新建仓 |
| TDY | Teledyne Technologies Inc | $29.70万 | 0.13% | 446 | 0 | 0.0% | — | 不变 |
| BA | Boeing Co | $28.80万 | 0.13% | 1,331 | 0 | 0.0% | — | 不变 |
| DVY | iShares Trust | $27.20万 | 0.12% | 1,742 | 0 | 0.0% | — | 不变 |
| BAC | Bank Amer Corp | $27.20万 | 0.12% | 4,768 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $26.90万 | 0.12% | 1,060 | 170 | 19.1% | $4.31万 | 加仓 |
| ABBV | AbbVie Inc | $24.50万 | 0.11% | 973 | 0 | 0.0% | — | 不变 |
| F | Ford Motor Company | $0 | 0.00% | 0 | -22,145 | -100.0% | -$25.60万 | 清仓 |