Absher Wealth Management, LLC 13F 持仓 · 2026年Q2
Absher Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 72 只证券，申报市值合计 8.78 亿美元。前几大持仓：ADP（5.52%）、EMR（5.37%）、MTB（5.07%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ADP | AUTOMATIC DATA PROCESSING IN | $48.5M | 5.52% | 216,593 | 增持 |
| 2 | EMR | EMERSON ELEC CO | $47.2M | 5.37% | 329,473 | 增持 |
| 3 | MTB | M & T BK CORP | $44.6M | 5.07% | 187,183 | 减持 |
| 4 | V | VISA INC | $44.1M | 5.02% | 128,617 | 增持 |
| 5 | ABT | ABBOTT LABORATORIES | $40.6M | 4.62% | 447,583 | 增持 |
| 6 | LECO | LINCOLN ELEC HLDGS INC | $39.5M | 4.50% | 148,908 | 增持 |
| 7 | ADI | ANALOG DEVICES INC | $39.2M | 4.46% | 98,731 | 减持 |
| 8 | JNJ | JOHNSON & JOHNSON | $37.3M | 4.25% | 147,057 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $37.0M | 4.22% | 99,290 | 增持 |
| 10 | PEP | PEPSICO INC | $36.5M | 4.16% | 269,725 | 增持 |
| 11 | DE | DEERE & CO | $36.1M | 4.10% | 56,837 | 增持 |
| 12 | JPM | JPMORGAN CHASE & CO | $33.8M | 3.85% | 103,185 | 减持 |
| 13 | FAST | FASTENAL CO | $32.5M | 3.69% | 675,693 | 增持 |
| 14 | GOOGL | ALPHABET INC | $32.2M | 3.67% | 90,198 | 减持 |
| 15 | RL | RALPH LAUREN CORP | $30.6M | 3.49% | 76,328 | 减持 |
| 16 | SNA | SNAP ON INC | $28.4M | 3.23% | 70,538 | 减持 |
| 17 | AMGN | AMGEN INC | $27.2M | 3.10% | 75,077 | 增持 |
| 18 | BA | BOEING CO | $27.2M | 3.09% | 125,545 | 增持 |
| 19 | BRO | BROWN & BROWN INC | $26.8M | 3.06% | 418,399 | 新建仓 |
| 20 | WMT | WALMART INC | $26.8M | 3.05% | 236,429 | 增持 |
| 21 | MCD | MCDONALDS CORP | $24.7M | 2.81% | 91,300 | 增持 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $24.5M | 2.79% | 26,215 | 增持 |
| 23 | AAPL | APPLE INC | $24.1M | 2.74% | 83,212 | 减持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $21.8M | 2.49% | 43,653 | 增持 |
| 25 | CVX | CHEVRON CORPORATION | $18.0M | 2.05% | 108,453 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR