申报总市值
US$6.1亿
申报季度: 2026-03-31 · 持股只数: 74
FOUNDERS CAPITAL MANAGEMENT, LLC在最新一期 13F 报告中披露了 74 项持股，申报期为 2026-03-31，总持股市值约为 US$6.1亿，季度换手率为 14.6%。
减仓 WFC
-97.9% -US$2229.1万
减仓 MSFT
+1.2% -US$1312.2万
加仓 FDX
-0.3% US$453.8万
加仓 BRK-B
+0.1% -US$322.3万
加仓 CSX
-0.2% US$191.2万
减仓 AXP
-0.3% -US$518.0万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 20.81% | +0.16% | -0.39% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 11.06% | +0.59% | +0.10% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 8.70% | -0.37% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 7.42% | -1.23% | +1.21% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.27% | +0.09% | -0.01% | |
| 6 | FDX | Fedex CORP | 股票-工业 | 3.99% | +1.06% | -0.25% | |
| 7 | AXP | American Express Co | 股票-金融 | 3.76% | -0.41% | -0.28% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.09% | +0.09% | -0.43% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.89% | +0.16% | +0.11% | |
| 10 | CSX | Csx CORP | 股票-工业 | 2.73% | +0.54% | -0.23% | |
| 11 | PEP | Pepsico INC | 股票-非周期性消费 | 2.14% | +0.35% | +0.05% | |
| 12 | UNP | Union Pacific CORP | 股票-工业 | 1.98% | +0.28% | — | |
| 13 | UPS | United Parcel Service-cl B | 股票-工业 | 1.86% | +0.13% | -2.42% | |
| 14 | HD | Home Depot INC | 股票-周期性消费 | 1.71% | +0.06% | -1.73% | |
| 15 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.60% | +0.26% | -1.03% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-其他 | 1.47% | +0.08% | — | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 1.41% | +0.38% | -1.42% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.30% | +0.05% | +0.03% | |
| 19 | GD | General Dynamics CORP | 股票-工业 | 1.29% | +0.09% | -5.14% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.23% | -0.09% | -0.72% | |
| 21 | AMGN | Amgen INC | 股票-医疗保健 | 1.09% | +0.17% | — | |
| 22 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.04% | — | — | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.00% | +0.06% | -0.01% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | +0.21% | -0.31% | |
| 25 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.90% | +0.14% | +2.62% | |
| 26 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.85% | +0.06% | -0.51% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.82% | +0.04% | — | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | -0.20% | |
| 29 | MTB | M & T Bank CORP | 股票-金融 | 0.53% | — | -0.24% | |
| 30 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 0.51% | +0.09% | — | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.50% | -0.05% | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.15% | -0.49% | |
| 33 | BAC 7.25 PERP L | Bank Of America CORP | 股票-金融 | 0.43% | +0.01% | -0.67% | |
| 34 | SYK | Stryker CORP | 股票-医疗保健 | 0.38% | +0.01% | — | |
| 35 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.37% | +0.02% | +3.06% | |
| 36 | WBD | Warner Bros Discovery INC | 股票-通信服务 | 0.33% | +0.02% | — | |
| 37 | RTX | Rtx CORP | 股票-工业 | 0.25% | — | -0.56% | |
| 38 | MHK | Mohawk Industries INC | 股票-周期性消费 | 0.23% | — | — | |
| 39 | LRCX | Lam Research CORP | 股票-科技 | 0.20% | +0.06% | — | |
| 40 | MCK | Mckesson CORP | 股票-医疗保健 | 0.20% | +0.01% | -13.08% | |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.16% | +0.03% | — | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.15% | — | — | |
| 43 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 0.14% | — | — | |
| 44 | WBS | Webster Financial CORP | 股票-金融 | 0.13% | — | — | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.12% | — | — | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.12% | -0.02% | — | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.12% | — | — | |
| 48 | SAM | Boston Beer Company Inc-a | 股票-非周期性消费 | 0.11% | +0.02% | — | |
| 49 | NYT | New York Times Co-a | 股票-通信服务 | 0.11% | +0.03% | — | |
| 50 | MKL | Markel Group INC | 股票-金融 | 0.11% | — | — |
Q3 2026表现
-0.7%
近4个季度表现
+30.3%
基于可获取价格的持仓（占申报价值的75%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 74 | US$6.1亿 | 15 | |
| 2025-12-31 | 79 | US$6.7亿 | 12 | |
| 2025-09-30 | 79 | US$6.4亿 | 20 | |
| 2025-06-30 | 78 | US$5.9亿 | 0 | |
| 2025-03-31 | 76 | US$5.4亿 | 100 | |
| 2024-12-31 | 73 | US$5.7亿 | 0 | |
| 2024-09-30 | 77 | US$5.8亿 | 0 | |
| 2024-06-30 | 77 | US$5.6亿 | 0 | |
| 2024-03-31 | 78 | US$5.4亿 | 0 | |
| 2023-12-31 | 78 | US$4.9亿 | 0 | |
| 2023-09-30 | 75 | US$4.4亿 | 0 | |
| 2023-06-30 | 77 | US$4.5亿 | 0 | |
| 2023-03-31 | 72 | US$4.0亿 | 0 | |
| 2022-12-31 | 71 | US$3.7亿 | 0 | |
| 2022-09-30 | 67 | US$3.6亿 | 0 | |
| 2022-06-30 | 67 | US$3.9亿 | 0 | |
| 2022-03-31 | 69 | US$4.7亿 | 0 | |
| 2021-12-31 | 66 | US$4.6亿 | 0 | |
| 2021-09-30 | 64 | US$4.0亿 | 0 | |
| 2021-06-30 | 72 | US$4.1亿 | 98 | |
| 2021-03-31 | 74 | US$4.0亿 | 17 | |
| 2020-12-31 | 69 | US$3.5亿 | 12 | |
| 2020-09-30 | 65 | US$3.2亿 | 11 | |
| 2020-06-30 | 65 | US$2.9亿 | 21 | |
| 2020-03-31 | 58 | US$2.5亿 | 32 | |
| 2019-12-31 | 56 | US$3.0亿 | 12 | |
| 2019-09-30 | 55 | US$2.8亿 | 8 | |
| 2019-06-30 | 58 | US$2.8亿 | 9 | |
| 2019-03-31 | 56 | US$2.7亿 | 33 | |
| 2018-12-31 | 50 | US$2.3亿 | 26 | |
| 2018-09-30 | 53 | US$2.5亿 | 21 | |
| 2018-06-30 | 50 | US$2.2亿 | 13 | |
| 2018-03-31 | 51 | US$2.2亿 | 16 | |
| 2017-12-31 | 53 | US$2.3亿 | 8 | |
| 2017-09-30 | 53 | US$2.1亿 | 15 | |
| 2017-06-30 | 55 | US$2.0亿 | 13 | |
| 2017-03-31 | 55 | US$2.0亿 | 12 | |
| 2016-12-31 | 55 | US$1.8亿 | 11 | |
| 2016-09-30 | 56 | US$1.8亿 | 10 | |
| 2016-06-30 | 55 | US$1.8亿 | 6 | |
| 2016-03-31 | 56 | US$1.7亿 | 13 | |
| 2015-12-31 | 55 | US$1.7亿 | 9 | |
| 2015-09-30 | 55 | US$1.5亿 | 10 | |
| 2015-06-30 | 55 | US$1.7亿 | 7 | |
| 2015-03-31 | 60 | US$1.7亿 | 16 | |
| 2014-12-31 | 50 | US$1.6亿 | 17 | |
| 2014-09-30 | 49 | US$1.6亿 | 8 | |
| 2014-06-30 | 46 | US$1.5亿 | 23 | |
| 2014-03-31 | 39 | US$1.2亿 | 15 | |
| 2013-12-31 | 38 | US$1.2亿 | 0 |
Founders Capital Management, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Pnc Financial Services Group (PNC); 清仓: Ameriprise Financial INC (AMP); 清仓: Capital One Financial CORP (COF); 清仓: Otis Worldwide CORP (OTIS); 清仓: General Electric (GE).