Slocum, Gordon & Co LLP
Newport RI · SEC CIK 0001993325
$1.47亿2026Q1 申报市值
64持仓数
54.1%前十大占比 · 第一大 8.0%
9 / 3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
MCD 加仓+$142.81万
SBUX 加仓+$117.21万
EMN 新建仓+$106.85万
SNDK 新建仓+$38.12万
ETF OPPORTUNITIE 新建仓+$25.38万
2026Q1 卖出最多 按季末市值估算
PPL 清仓-$555.77万
CL 减仓-$76.82万
TKR 清仓-$71.34万
CAT 减仓-$70.85万
TMO 清仓-$24.57万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $1,182.95万 | 8.05% | 69,724 | -1,008 | -1.4% | -$17.10万 | 减仓 |
| MRK | MERCK & CO INC | $1,136.12万 | 7.73% | 94,448 | -1,350 | -1.4% | -$16.24万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,054.21万 | 7.17% | 43,127 | -304 | -0.7% | -$7.43万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $989.71万 | 6.73% | 106,558 | -847 | -0.8% | -$7.87万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $866.43万 | 5.90% | 66,099 | -506 | -0.8% | -$6.63万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $710.62万 | 4.84% | 49,198 | -918 | -1.8% | -$13.26万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $604.01万 | 4.11% | 120,321 | -1,743 | -1.4% | -$8.75万 | 减仓 |
| TIP | ISHARES TR | $480.92万 | 3.27% | 43,577 | 75 | 0.2% | $8,277 | 加仓 |
| MCD | MCDONALDS CORP | $474.51万 | 3.23% | 15,268 | 4,595 | 43.1% | $142.81万 | 加仓 |
| ABBV | ABBVIE INC | $445.14万 | 3.03% | 20,467 | -555 | -2.6% | -$12.07万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $390.53万 | 2.66% | 29,825 | -290 | -1.0% | -$3.80万 | 减仓 |
| UL | UNILEVER PLC | $369.97万 | 2.52% | 64,942 | -548 | -0.8% | -$3.12万 | 减仓 |
| COP | CONOCOPHILLIPS | $352.36万 | 2.40% | 26,694 | 257 | 1.0% | $3.39万 | 加仓 |
| EWA | ISHARES INC | $351.19万 | 2.39% | 126,511 | -448 | -0.4% | -$1.24万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $328.08万 | 2.23% | 11,153 | -320 | -2.8% | -$9.41万 | 减仓 |
| T | AT&T INC | $315.10万 | 2.14% | 108,692 | 50 | 0.0% | $1,450 | 加仓 |
| WMB | WILLIAMS COS INC | $283.88万 | 1.93% | 39,005 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $275.49万 | 1.87% | 32,625 | 25 | 0.1% | $2,111 | 加仓 |
| GE | GE AEROSPACE | $261.32万 | 1.78% | 9,209 | -87 | -0.9% | -$2.47万 | 减仓 |
| PFE | PFIZER INC | $255.88万 | 1.74% | 91,127 | -500 | -0.5% | -$1.40万 | 减仓 |
| SBUX | STARBUCKS CORP | $233.87万 | 1.59% | 26,105 | 13,083 | 100.5% | $117.21万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $219.57万 | 1.49% | 3,633 | 4 | 0.1% | $2,418 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $210.20万 | 1.43% | 32,338 | -1,050 | -3.1% | -$6.83万 | 减仓 |
| GEV | GE VERNOVA INC | $200.59万 | 1.36% | 2,298 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $192.91万 | 1.31% | 78,963 | -1,575 | -2.0% | -$3.85万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $182.03万 | 1.24% | 7,510 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $170.75万 | 1.16% | 6,728 | -220 | -3.2% | -$5.58万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $157.70万 | 1.07% | 10,030 | 55 | 0.6% | $8,648 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $143.47万 | 0.98% | 96,355 | -2,305 | -2.3% | -$3.43万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $141.51万 | 0.96% | 42,204 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $134.15万 | 0.91% | 10,794 | -55 | -0.5% | -$6,836 | 减仓 |
| LQD | ISHARES TR | $132.18万 | 0.90% | 12,128 | 155 | 1.3% | $1.69万 | 加仓 |
| MSFT | MICROSOFT CORP | $119.38万 | 0.81% | 3,225 | -116 | -3.5% | -$4.29万 | 减仓 |
| UNP | UNION PAC CORP | $112.50万 | 0.77% | 4,637 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $106.85万 | 0.73% | 14,000 | 14,000 | — | $106.85万 | 新建仓 |
| CAT | CATERPILLAR INC | $106.27万 | 0.72% | 1,500 | -1,000 | -40.0% | -$70.85万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $103.23万 | 0.70% | 1,036 | 3 | 0.3% | $2,989 | 加仓 |
| D | DOMINION ENERGY INC | $67.17万 | 0.46% | 10,865 | -30 | -0.3% | -$1,855 | 减仓 |
| AMZN | AMAZON COM INC | $58.75万 | 0.40% | 2,821 | 21 | 0.8% | $4,374 | 加仓 |
| MMM | 3M CO | $51.86万 | 0.35% | 3,570 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $50.40万 | 0.34% | 11,004 | -208 | -1.9% | -$9,526 | 减仓 |
| CVX | CHEVRON CORPORATION | $50.15万 | 0.34% | 2,424 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $49.37万 | 0.34% | 1,501 | -145 | -8.8% | -$4.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $49.21万 | 0.33% | 1,027 | -100 | -8.9% | -$4.79万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $39.01万 | 0.27% | 3,800 | -450 | -10.6% | -$4.62万 | 减仓 |
| SNDK | SANDISK CORP | $38.12万 | 0.26% | 600 | 600 | — | $38.12万 | 新建仓 |
| DOW | DOW HLDGS INC | $38.02万 | 0.26% | 9,129 | -208 | -2.2% | -$8,663 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $29.09万 | 0.20% | 9,696 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $28.64万 | 0.19% | 3,360 | -9,013 | -72.8% | -$76.82万 | 减仓 |
| GLD | SPDR GOLD TR | $28.31万 | 0.19% | 658 | 28 | 4.4% | $1.20万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $28.19万 | 0.19% | 1,705 | -57 | -3.2% | -$9,424 | 减仓 |
| IVV | ISHARES TR | $27.76万 | 0.19% | 425 | -49 | -10.3% | -$3.20万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $25.38万 | 0.17% | 9,536 | 9,536 | — | $25.38万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $24.91万 | 0.17% | 1,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $22.98万 | 0.16% | 799 | 799 | — | $22.98万 | 新建仓 |
| ZTS | ZOETIS INC | $22.96万 | 0.16% | 1,942 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.70万 | 0.15% | 6,000 | 6,000 | — | $22.70万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.11万 | 0.15% | 3,646 | 3,646 | — | $22.11万 | 新建仓 |
| ECL | ECOLAB INC | $21.60万 | 0.15% | 812 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $21.29万 | 0.14% | 2,800 | 2,800 | — | $21.29万 | 新建仓 |
| VST | VISTRA CORP | $21.05万 | 0.14% | 1,400 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $20.68万 | 0.14% | 2,360 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $20.40万 | 0.14% | 1,500 | 1,500 | — | $20.40万 | 新建仓 |
| PEP | PEPSICO INC | $20.31万 | 0.14% | 1,308 | 1,308 | — | $20.31万 | 新建仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -158,700 | -100.0% | -$555.77万 | 清仓 |
| TKR | TIMKEN CO | $0 | 0.00% | 0 | -8,480 | -100.0% | -$71.34万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -424 | -100.0% | -$24.57万 | 清仓 |