13FBOX
D L CARLSON INVESTMENT GROUP INC · 13F 持仓分析
期权收益计算器 机构排行

D L CARLSON INVESTMENT GROUP INC

No.3686 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.28亿
环比变动 Q1 2026
+$4,635.3万+8.0%
持仓股票数
133
新买入
14
加仓
41
减仓
70
清仓
16
持股不变
8
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S嘉信·U.S. BROAD MARKET ETFSCHB
11.95%11.18%$7,507.0万259.2万股$6,505.7万259.2万股+283股+0.01%加仓
IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI
9.33%9.32%$5,858.0万55.2万股$5,420.1万50.8万股+4.4万股+8.68%加仓
谷歌AGOOGL
4.08%3.62%$2,560.2万7.2万股$2,103.6万7.3万股-1,514股-2.07%减仓
苹果AAPL
3.98%3.83%$2,500.7万8.6万股$2,228.5万8.8万股-1,389股-1.58%减仓
AVANTIS INTLNGG
3.71%3.62%$2,333.0万26.2万股$2,105.9万24.8万股+1.3万股+5.37%加仓
英伟达NVDA
3.65%3.41%$2,291.2万11.5万股$1,984.8万11.4万股+706股+0.62%加仓
微软MSFT
2.49%2.79%$1,564.3万4.2万股$1,623.1万4.4万股-1,910股-4.36%减仓
亚马逊AMZN
2.14%2.1%$1,347.2万5.7万股$1,220.8万5.9万股-2,088股-3.56%减仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.96%2.1%$1,231.8万23.5万股$1,221.9万23.2万股+2,557股+1.10%加仓
IiShares安硕信托AGG
1.81%2.63%$1,138.2万11.5万股$1,531.6万15.4万股-3.9万股-25.47%减仓
摩根大通JPM
1.77%1.81%$1,109.5万3.4万股$1,053.0万3.6万股-1,901股-5.31%减仓
SSPDR行业精选信托XLK
1.51%0.16%$946.4万5.0万股$93.0万6,999股+4.3万股+609.70%加仓
A美国世纪ETF信托AVEM
1.45%1.31%$913.3万9.5万股$760.7万9.4万股+256股+0.27%加仓
博通AVGO
1.4%1.24%$876.9万2.3万股$720.0万2.3万股-48股-0.21%减仓
德州仪器TXN
1.38%0.97%$864.1万2.9万股$564.6万2.9万股-94股-0.32%减仓
慧与HPEHPE
1.36%1.04%$853.7万18.9万股$606.1万25.5万股-6.5万股-25.66%减仓
雷神技术RTX
1.28%1.48%$805.8万4.2万股$863.4万4.5万股-2,287股-5.11%减仓
Meta平台META
1.25%1.38%$786.6万1.4万股$805.2万1.4万股-109股-0.77%减仓
礼来LLY
1.25%0.79%$786.6万6,558股$458.4万4,983股+1,575股+31.61%加仓
GE航空GE
1.23%1.06%$769.9万2.1万股$619.0万2.2万股-1,214股-5.56%减仓
SSPDR行业精选信托XLE
1.19%1.59%$749.0万14.1万股$924.2万15.1万股-9,842股-6.52%减仓
IiShares安硕信托IGIB
1.17%1.28%$736.4万13.9万股$742.1万13.9万股-947股-0.68%减仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
1.13%0.89%$712.4万24.3万股$514.9万16.6万股+7.7万股+46.23%加仓
特斯拉TSLA
1.13%0.98%$710.8万1.7万股$572.1万1.5万股+1,509股+9.81%加仓
GE VernovaGEV
1.13%1.44%$709.6万6,040股$837.9万9,599股-3,559股-37.08%减仓
强生JNJ
1.09%1.32%$681.8万2.7万股$765.8万3.1万股-4,482股-14.31%减仓
QUANTA SVCSPWR
1.08%1.09%$680.0万9,444股$632.9万1.2万股-2,083股-18.07%减仓
DDIGITALOCEANDOCN
1.06%0.62%$665.3万4.2万股$363.1万4.2万股+37股+0.09%加仓
伯克希尔哈撒韦BRK.B
0.99%1.04%$623.7万1.2万股$604.9万1.3万股-159股-1.26%减仓
CLEAN HARBORSCLH
0.92%0.95%$577.3万1.9万股$552.0万1.9万股+74股+0.38%加仓
IiShares安硕信托STIP
0.89%0.88%$561.8万5.5万股$509.6万4.9万股+5,726股+11.62%加仓
WELLTOWER COMWELL
0.86%1.03%$537.1万2.4万股$597.6万3.0万股-6,562股-21.71%减仓
埃克森美孚XOM
0.77%1.11%$483.8万3.5万股$644.7万3.8万股-2,615股-6.88%减仓
B纽约梅隆银行BK
0.74%0.65%$466.8万3.2万股$377.9万3.2万股+428股+1.34%加仓
IiShares黄金信托IAU
0.73%1.38%$456.1万6.0万股$800.6万9.1万股-3.0万股-33.49%减仓
北方信托NTRS
0.71%0.62%$447.1万2.6万股$358.8万2.6万股+9股+0.04%加仓
南方电力SO
0.71%0.41%$444.4万4.6万股$238.0万2.5万股+2.2万股+88.31%加仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
0.64%0.41%$405.1万7.9万股$240.8万4.7万股+3.2万股+67.91%加仓
AMD超威AMD
0.64%0.24%$401.1万6,904股$142.5万7,004股-100股-1.43%减仓
波音BA
0.64%0.77%$399.6万1.8万股$448.7万2.3万股-4,085股-18.12%减仓
直觉外科ISRG
0.6%0.82%$377.8万9,500股$477.6万1.0万股-861股-8.31%减仓
AMGEN COMAMGN
0.6%0.63%$376.1万1.0万股$366.8万1.0万股-41股-0.39%减仓
iShares安硕·MBSACGL
0.59%0.62%$373.6万4.0万股$359.1万3.8万股+1,700股+4.49%加仓
AAB INTLILOW
0.58%0.62%$364.7万8.0万股$358.5万8.4万股-3,816股-4.54%减仓
家得宝HD
0.58%0.59%$362.8万1.0万股$345.4万1.1万股-216股-2.06%减仓
IiShares安硕信托PFF
0.58%0.59%$361.8万11.9万股$343.7万11.3万股+5,279股+4.66%加仓
KeyCorpKEY
0.57%0.53%$360.7万15.6万股$310.0万15.5万股+1,843股+1.19%加仓
NateraNTRA
0.55%$348.6万1.3万股$00股+1.3万股新买入
SSANDISK COMSNDK
0.55%$347.0万1,526股$00股+1,526股新买入
SYSCO COMSYY
0.55%$345.9万4.1万股$00股+4.1万股新买入

🧭 机构资金流板块热力图

净流出 净流入