13FBOX
Marble Harbor Investment Counsel, LLC · 13F 持仓分析
期权收益计算器 机构排行

Marble Harbor Investment Counsel, LLC

No.2819 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9.84亿
环比变动 Q1 2026
+$6,106.3万+6.6%
持仓股票数
200
新买入
11
加仓
40
减仓
71
清仓
3
持股不变
78
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
苹果AAPL
6.94%6.56%$6,830.9万23.6万股$6,051.5万23.8万股-2,376股-1.00%减仓
思科CSCO
5.37%3.8%$5,284.4万45.0万股$3,507.5万45.2万股-2,171股-0.48%减仓
微软MSFT
5.3%5.62%$5,212.7万14.0万股$5,187.9万14.0万股-407股-0.29%减仓
艾伯维ABBV
4.54%4.22%$4,464.8万17.7万股$3,890.8万17.9万股-1,466股-0.82%减仓
IRON MTN DEL COMIRM
3.79%3.33%$3,732.9万29.6万股$3,069.0万30.0万股-4,941股-1.64%减仓
EEBAY COMEBAY
3.5%3.08%$3,446.7万30.8万股$2,841.8万31.2万股-3,785股-1.21%减仓
ADPADP
2.93%2.8%$2,878.6万12.9万股$2,581.6万12.7万股+1,478股+1.16%加仓
派克汉尼汾PH
2.68%2.65%$2,636.9万2.7万股$2,442.9万2.7万股-329股-1.21%减仓
OOREILLY AUTOMOTIVE COMORLY
2.54%2.73%$2,502.6万27.2万股$2,520.7万27.3万股-1,320股-0.48%减仓
宝洁PG
2.41%2.52%$2,370.7万16.2万股$2,328.5万16.1万股+456股+0.28%加仓
V先锋领航·FSTEVWO
2.37%2.28%$2,327.5万39.0万股$2,099.9万38.9万股+1,413股+0.36%加仓
GE航空GE
2.27%1.84%$2,233.5万6.0万股$1,700.8万6.0万股-173股-0.29%减仓
北方信托NTRS
2.09%1.8%$2,056.4万11.8万股$1,658.9万11.9万股-563股-0.47%减仓
HEALTHCARE RLTY TRHR
1.87%1.69%$1,841.9万91.3万股$1,559.0万91.8万股-4,407股-0.48%减仓
IDEXX LABS COMIDXX
1.86%2.13%$1,829.5万3.5万股$1,965.5万3.5万股-228股-0.65%减仓
雅培ABT
1.81%2.15%$1,780.3万19.6万股$1,988.4万19.4万股+2,528股+1.31%加仓
沃尔玛WMT
1.63%1.93%$1,606.5万14.2万股$1,778.1万14.3万股-1,236股-0.86%减仓
EOG资源EOG
1.51%1.83%$1,482.1万11.4万股$1,689.6万11.7万股-2,630股-2.25%减仓
PROGRESSIVEPGR
1.44%1.42%$1,420.0万6.5万股$1,306.5万6.6万股-901股-1.37%减仓
可口可乐KO
1.42%1.42%$1,396.4万17.2万股$1,314.2万17.3万股-984股-0.57%减仓
强生JNJ
1.4%1.45%$1,382.3万5.4万股$1,337.2万5.5万股-276股-0.50%减仓
谷歌AGOOGL
1.34%1.17%$1,323.3万3.7万股$1,080.4万3.8万股-545股-1.45%减仓
FFiservFISV
1.31%1.53%$1,289.2万26.3万股$1,415.8万25.4万股+9,120股+3.59%加仓
艺康ECL
1.22%1.24%$1,197.1万4.3万股$1,144.5万4.3万股-55股-0.13%减仓
GE VernovaGEV
1.21%0.96%$1,187.3万1.0万股$889.9万1.0万股-89股-0.87%减仓
百事可乐PEP
1.12%1.37%$1,100.4万8.1万股$1,267.9万8.2万股-379股-0.46%减仓
V先锋领航·S&P SMALL-CAP 600 ETFIVOO
1.11%0.97%$1,092.5万7.9万股$898.5万7.8万股+1,185股+1.51%加仓
V先锋领航指数基金VOO
1.09%1.01%$1,076.2万1.6万股$936.4万1.6万股00.00%持仓不变
辉瑞PFE
1.09%1.35%$1,069.4万44.4万股$1,249.8万44.5万股-957股-0.22%减仓
WELLS FARGO NEWWFC
1.07%1.1%$1,049.1万12.7万股$1,018.6万12.8万股-1,000股-0.78%减仓
BANK HAWAIIBOH
0.94%0.91%$920.1万11.3万股$842.8万11.4万股-599股-0.53%减仓
史赛克SYK
0.92%0.98%$907.3万2.9万股$903.5万2.7万股+1,321股+4.80%加仓
迪士尼DIS
0.92%0.99%$904.8万9.4万股$913.4万9.5万股-758股-0.80%减仓
PAYPAL COMPYPL
0.91%0.99%$899.1万20.8万股$910.4万20.1万股+6,946股+3.45%加仓
GGUIDEWIRE SOFTWAREGWRE
0.88%0.97%$869.6万7.1万股$896.5万6.0万股+1.1万股+17.90%加仓
默沙东MRK
0.88%0.89%$865.0万6.7万股$818.1万6.8万股-700股-1.03%减仓
泛林集团LRCX
0.88%0.5%$863.4万2.0万股$463.6万2.2万股-1,775股-8.18%减仓
德康医疗DXCM
0.86%0.85%$844.9万12.5万股$785.1万12.5万股+437股+0.35%加仓
TTyler科技TYL
0.82%0.95%$805.4万2.8万股$877.7万2.6万股+1,905股+7.43%加仓
AAlphabet Inc Class CGOOG
0.71%0.62%$701.5万2.0万股$570.5万2.0万股-32股-0.16%减仓
伯克希尔哈撒韦BRK.B
0.68%0.97%$671.5万1.3万股$896.8万1.9万股-5,295股-28.29%减仓
英伟达NVDA
0.67%0.64%$663.8万3.3万股$592.5万3.4万股-795股-2.34%减仓
麦当劳MCD
0.67%0.82%$663.5万2.5万股$760.1万2.4万股+89股+0.36%加仓
雪佛龙CVX
0.56%0.74%$550.5万3.3万股$682.5万3.3万股+221股+0.67%加仓
ExpediaEXPE
0.56%0.52%$548.1万3.4万股$481.7万3.4万股00.00%持仓不变
爱德华生命科学EW
0.54%0.51%$530.2万5.9万股$469.4万5.9万股00.00%持仓不变
艾默生电气EMR
0.54%0.52%$529.8万3.7万股$480.9万3.7万股+304股+0.83%加仓
PPROCORE TECHNOLOGIESPCOR
0.53%0.72%$519.0万12.8万股$660.9万11.6万股+1.2万股+10.18%加仓
雷神技术RTX
0.52%0.56%$514.1万2.7万股$519.9万2.7万股+144股+0.53%加仓
礼来LLY
0.52%0.43%$508.9万4,243股$394.9万4,293股-50股-1.16%减仓

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