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CADINHA & CO LLC
特别关注No.3544 数据截至 2026Q2环比变动 Q1 2026
+$1.38亿+25.8%
| 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黄金信托IAU |
| 5.78% | 8.57% | $3,901.0万 | 51.7万股 | $4,598.5万 | 52.2万股 | -4,994股-0.96% | 减仓 |
 谷歌AGOOGL |
| 5.59% | 5.51% | $3,774.0万 | 10.6万股 | $2,955.4万 | 10.3万股 | +2,829股+2.75% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 5.58% | 6.75% | $3,766.4万 | 7.5万股 | $3,625.5万 | 7.6万股 | -389股-0.51% | 减仓 |
 好市多COST |
| 5.37% | 7.11% | $3,624.7万 | 3.9万股 | $3,814.8万 | 3.8万股 | +463股+1.21% | 加仓 |
 英伟达NVDA |
| 4.29% | 4.7% | $2,898.1万 | 14.5万股 | $2,522.2万 | 14.5万股 | +219股+0.15% | 加仓 |
 GE VernovaGEV |
| 4.04% | 1.35% | $2,729.9万 | 2.3万股 | $724.4万 | 8,299股 | +1.5万股+179.99% | 加仓 |
 强生JNJ |
| 4% | 4.82% | $2,698.2万 | 10.6万股 | $2,589.8万 | 10.6万股 | +291股+0.27% | 加仓 |
 摩根大通JPM |
| 3.94% | 1.79% | $2,658.3万 | 8.1万股 | $958.3万 | 3.3万股 | +4.9万股+149.29% | 加仓 |
 雷神技术RTX |
| 3.61% | 4.6% | $2,437.7万 | 12.8万股 | $2,467.6万 | 12.8万股 | +565股+0.44% | 加仓 |
 卡特彼勒CAT |
| 3.51% | 1.81% | $2,369.5万 | 2.2万股 | $971.4万 | 1.4万股 | +8,540股+62.29% | 加仓 |
| IiShares安硕信托IVV |
| 3.42% | 3.82% | $2,309.6万 | 3.1万股 | $2,049.1万 | 3.1万股 | -530股-1.69% | 减仓 |
 默沙东MRK |
| 3.19% | 3.74% | $2,154.1万 | 16.8万股 | $2,007.2万 | 16.7万股 | +768股+0.46% | 加仓 |
 直觉外科ISRG |
| 3% | 4.34% | $2,025.9万 | 5.1万股 | $2,332.2万 | 5.1万股 | +352股+0.70% | 加仓 |
 微软MSFT |
| 2.88% | 3.02% | $1,947.2万 | 5.2万股 | $1,619.3万 | 4.4万股 | +8,455股+19.33% | 加仓 |
 GE航空GE |
| 2.84% | 2.62% | $1,914.5万 | 5.1万股 | $1,407.8万 | 5.0万股 | +1,615股+3.26% | 加仓 |
 亚马逊AMZN |
| 2.78% | 1.83% | $1,876.0万 | 7.9万股 | $979.9万 | 4.7万股 | +3.2万股+67.29% | 加仓 |
 埃克森美孚XOM |
| 2.69% | 4.21% | $1,819.4万 | 13.3万股 | $2,261.1万 | 13.3万股 | -197股-0.15% | 减仓 |
| IiShares安硕信托IXUS |
| 2.61% | 1.67% | $1,763.4万 | 18.5万股 | $895.9万 | 10.3万股 | +8.1万股+78.69% | 加仓 |
 哈勃HUBB |
| 2.58% | 0.25% | $1,740.6万 | 3.3万股 | $134.7万 | 2,745股 | +3.1万股+1,111.99% | 加仓 |
 沃尔玛WMT |
| 2.52% | 3.43% | $1,698.3万 | 15.0万股 | $1,842.5万 | 14.8万股 | +1,686股+1.14% | 加仓 |
 杜克能源DUK |
| 2.51% | 3.09% | $1,696.8万 | 13.4万股 | $1,661.0万 | 12.7万股 | +7,200股+5.68% | 加仓 |
 礼来LLY |
| 2.1% | 0.97% | $1,415.8万 | 1.2万股 | $520.0万 | 5,654股 | +6,150股+108.77% | 加仓 |
 麦当劳MCD |
| 1.92% | 0.35% | $1,296.6万 | 4.8万股 | $188.5万 | 6,066股 | +4.2万股+690.78% | 加仓 |
 波音BA |
| 1.44% | 1.51% | $968.9万 | 4.5万股 | $808.3万 | 4.1万股 | +4,150股+10.22% | 加仓 |
| IiShares安硕EWC |
| 1.37% | 1.66% | $926.1万 | 16.1万股 | $891.3万 | 16.3万股 | -2,018股-1.24% | 减仓 |
| I景顺QQQ信托VOO |
| 1.34% | 1.24% | $906.1万 | 1.2万股 | $664.7万 | 1.2万股 | +788股+6.84% | 加仓 |
 苹果AAPL |
| 1.25% | 0.99% | $843.4万 | 2.9万股 | $532.9万 | 2.1万股 | +8,151股+38.82% | 加仓 |
| IiShares安硕信托ITA |
| 1.17% | 1.4% | $792.5万 | 3.3万股 | $752.2万 | 3.4万股 | -1,695股-4.93% | 减仓 |
 AMGEN COMAMGN |
| 1.01% | 0.34% | $683.1万 | 1.9万股 | $182.8万 | 5,195股 | +1.4万股+263.14% | 加仓 |
 固安捷GWW |
| 0.7% | 0.49% | $470.3万 | 3,457股 | $265.6万 | 2,435股 | +1,022股+41.97% | 加仓 |
 联合太平洋铁路UNP |
| 0.58% | 0.66% | $394.6万 | 1.5万股 | $352.0万 | 1.5万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.58% | 0.8% | $391.5万 | 3.4万股 | $429.2万 | 2.9万股 | +4,213股+14.36% | 加仓 |
 雪佛龙CVX |
| 0.45% | 0.72% | $303.5万 | 1.8万股 | $386.6万 | 1.9万股 | -376股-2.01% | 减仓 |
 Meta平台META |
| 0.44% | 0.07% | $294.9万 | 5,236股 | $35.1万 | 613股 | +4,623股+754.16% | 加仓 |
 思科CSCO |
| 0.43% | 0.35% | $290.0万 | 2.5万股 | $189.7万 | 2.4万股 | +250股+1.02% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.42% | 0.46% | $283.9万 | 3,802股 | $248.2万 | 3,817股 | -15股-0.39% | 减仓 |
 艾伯维ABBV |
| 0.41% | 0.46% | $278.9万 | 1.1万股 | $246.0万 | 1.1万股 | -227股-2.01% | 减仓 |
 安费诺APH |
| 0.36% | 0.33% | $243.7万 | 1.4万股 | $177.5万 | 1.4万股 | -228股-1.62% | 减仓 |
| IiShares安硕信托TLT |
| 0.33% | 0.45% | $220.9万 | 2.6万股 | $241.1万 | 2.8万股 | -2,257股-8.11% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.29% | 0.35% | $196.7万 | 2.4万股 | $189.5万 | 2.4万股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.29% | 0.19% | $194.2万 | 1,920股 | $103.2万 | 1,220股 | +700股+57.38% | 加仓 |
 柯蒂斯怀特CW |
| 0.28% | 0.3% | $187.8万 | 2,478股 | $162.0万 | 2,378股 | +100股+4.21% | 加仓 |
| IiShares安硕·COREIJH |
| 0.28% | 0.31% | $185.7万 | 2.4万股 | $165.5万 | 2.5万股 | -430股-1.75% | 减仓 |
 VisaV |
| 0.27% | 0.29% | $182.3万 | 5,313股 | $155.3万 | 5,137股 | +176股+3.43% | 加仓 |
| IiShares安硕信托IVW |
| 0.25% | 0.26% | $168.6万 | 1.2万股 | $138.7万 | 1.2万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.22% | 0.27% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.22% | 0.24% | $148.1万 | 4,002股 | $128.6万 | 4,008股 | -6股-0.15% | 减仓 |
| IiShares安硕·COREIJR |
| 0.22% | 0.26% | $147.5万 | 9,946股 | $140.5万 | 1.1万股 | -1,354股-11.98% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.2% | 0.31% | $136.0万 | 8,764股 | $166.7万 | 8,214股 | +550股+6.70% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.2% | 0.24% | $134.8万 | 5,935股 | $126.5万 | 5,990股 | -55股-0.92% | 减仓 |
