13FBOX
BONTEMPO OHLY CAPITAL MGMT LLC · 13F 持仓分析
期权收益计算器 机构排行

BONTEMPO OHLY CAPITAL MGMT LLC

No.6586
最新持仓市值 (Q2 2026)
$2.35亿
环比变动 Q1 2026
+$1,319.2万+6.0%
持仓股票数
33
新买入
0
加仓
17
减仓
12
清仓
1
持股不变
4
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
IiShares安硕信托IVV
26.19%24.16%$6,149.1万8.2万股$5,355.2万8.2万股+127股+0.15%加仓
IiShares安硕·MSCI EAFE ETFEFA
25.27%25.01%$5,934.0万57.1万股$5,542.8万57.1万股+577股+0.10%加仓
德州仪器TXN
3.23%2.23%$758.6万2.5万股$494.6万2.5万股-28股-0.11%减仓
默沙东MRK
2.47%2.45%$580.1万4.5万股$542.1万4.5万股+78股+0.17%加仓
TARGET COMTGT
2.43%2.45%$570.9万4.4万股$543.7万4.5万股-1,143股-2.55%减仓
可口可乐KO
2.39%2.37%$562.4万6.9万股$526.0万6.9万股+30股+0.04%加仓
FFASTENAL COMFAST
2.39%2.44%$560.3万11.7万股$541.3万11.7万股00.00%持仓不变
空气化工APD
2.28%2.42%$535.3万1.8万股$537.1万1.8万股-230股-1.24%减仓
ILLINOIS TOOLITW
2.15%2.2%$503.9万1.9万股$486.8万1.9万股-72股-0.38%减仓
Elevance健康ELV
2.11%1.71%$496.6万1.3万股$378.1万1.3万股-74股-0.57%减仓
宝洁PG
2.11%2.21%$496.1万3.4万股$489.2万3.4万股-40股-0.12%减仓
通用动力GD
2.1%2.16%$494.1万1.4万股$477.8万1.4万股+28股+0.20%加仓
威瑞森VZ
2.09%2.66%$490.1万11.6万股$588.5万11.7万股-1,469股-1.25%减仓
HERSHEY COMHSY
1.93%2.42%$453.0万2.6万股$537.2万2.6万股-21股-0.08%减仓
ADPADP
1.85%1.77%$434.3万1.9万股$391.5万1.9万股+126股+0.65%加仓
PAYCHEX COMPAYX
1.8%1.78%$422.9万4.3万股$395.1万4.3万股+114股+0.27%加仓
LOWES COS COMLOW
1.76%1.99%$413.6万1.9万股$440.7万1.9万股+110股+0.59%加仓
GENERAL MILLS COMGIS
1.64%1.85%$385.8万11.1万股$409.0万11.0万股+976股+0.89%加仓
强生JNJ
1.58%1.62%$371.8万1.5万股$358.9万1.5万股-42股-0.29%减仓
联合健康UNH
1.56%1.09%$367.0万8,831股$240.6万8,890股-59股-0.66%减仓
AMGEN COMAMGN
1.43%1.47%$336.7万9,297股$324.8万9,232股+65股+0.70%加仓
雪佛龙CVX
1.36%1.8%$318.8万1.9万股$399.3万1.9万股-65股-0.34%减仓
耐克NKE
1.34%1.77%$314.2万7.7万股$391.6万7.4万股+2,397股+3.23%加仓
BroadridgeBR
1.3%1.59%$304.7万2.2万股$353.0万2.2万股+524股+2.41%加仓
家得宝HD
1.29%1.27%$302.4万8,575股$280.5万8,529股+46股+0.54%加仓
TRACTOR SUPPLY COMTSCO
1.29%1.91%$301.9万9.6万股$424.0万9.4万股+1,904股+2.03%加仓
埃森哲ACN
0.95%1.54%$223.1万1.8万股$342.4万1.7万股+660股+3.82%加仓
ATLANTIC UN BANKSHARESAUB
0.68%0.61%$158.7万3.8万股$134.1万3.8万股00.00%持仓不变
IIBMIBM
0.41%0.41%$96.0万3,413股$90.6万3,738股-325股-8.69%减仓
亚马逊AMZN
0.22%0.2%$52.2万2,192股$43.7万2,100股+92股+4.38%加仓
PPNC FINL SVCS COMVXF
0.18%0.16%$41.2万1,673股$34.8万1,673股00.00%持仓不变
苹果AAPL
0.11%0.1%$26.7万923股$21.9万861股+62股+7.20%加仓
EEAGLE BANCORPORATIONEGBN
0.11%0.1%$25.4万8,945股$22.2万8,945股00.00%持仓不变

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