Act Two Investors LLC 13F 持仓 · 2026年Q2
Act Two Investors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 37 只证券，申报市值合计 4.95 亿美元。前几大持仓：GOOG（14.94%）、MSFT（10.79%）、AMZN（8.47%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $73.9M | 14.94% | 209,221 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $53.4M | 10.79% | 143,167 | 增持 |
| 3 | AMZN | AMAZON COM INC | $41.9M | 8.47% | 175,801 | 减持 |
| 4 | V | VISA INC | $35.8M | 7.23% | 104,310 | 增持 |
| 5 | IQV | IQVIA HLDGS INC | $30.7M | 6.20% | 158,746 | 增持 |
| 6 | TMUS | T-MOBILE US INC | $25.3M | 5.12% | 151,082 | 减持 |
| 7 | LLY | ELI LILLY & CO | $23.2M | 4.68% | 19,302 | 增持 |
| 8 | AAPL | APPLE INC | $22.3M | 4.52% | 77,201 | 减持 |
| 9 | NVDA | NVIDIA CORPORATION | $21.0M | 4.25% | 105,122 | 增持 |
| 10 | IEF | ISHARES TR | $19.6M | 3.95% | 206,772 | 减持 |
| 11 | SLM | SLM CORP | $18.6M | 3.76% | 716,772 | 增持 |
| 12 | ADP | AUTOMATIC DATA PROCESSING IN | $17.8M | 3.60% | 79,607 | 增持 |
| 13 | ES | EVERSOURCE ENERGY | $17.2M | 3.48% | 238,057 | 减持 |
| 14 | SYK | STRYKER CORPORATION | $15.8M | 3.20% | 50,217 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO | $9.0M | 1.82% | 27,491 | 持平 |
| 16 | SCHR | SCHWAB STRATEGIC TR | $8.7M | 1.77% | 354,554 | 增持 |
| 17 | ACN | ACCENTURE PLC IRELAND | $8.6M | 1.74% | 69,325 | 新建仓 |
| 18 | MCK | MCKESSON CORP | $6.7M | 1.36% | 8,920 | 持平 |
| 19 | SCHO | SCHWAB STRATEGIC TR | $6.2M | 1.25% | 256,210 | 增持 |
| 20 | NFLX | NETFLIX INC. | $5.6M | 1.12% | 77,907 | 增持 |
| 21 | INTU | INTUIT | $4.6M | 0.93% | 17,595 | 增持 |
| 22 | VGLT | VANGUARD SCOTTSDALE FDS | $4.1M | 0.83% | 74,530 | 减持 |
| 23 | CNI | CANADIAN NATL RY CO | $3.9M | 0.80% | 33,020 | 持平 |
| 24 | GOOGL | ALPHABET INC | $3.9M | 0.78% | 10,804 | 减持 |
| 25 | TMO | THERMO FISHER SCIENTIFIC INC | $3.4M | 0.68% | 6,710 | 持平 |
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