Adell Harriman & Carpenter Inc 13F 持仓 · 2026年Q2
Adell Harriman & Carpenter 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 158 只证券，申报市值合计 19.51 亿美元。前几大持仓：AVGO（8.10%）、NVDA（7.56%）、AAPL（5.91%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | $158.1M | 8.10% | 418,579 | 减持 |
| 2 | NVDA | Nvidia Corp | $147.5M | 7.56% | 737,006 | 减持 |
| 3 | AAPL | Apple Inc | $115.4M | 5.91% | 398,856 | 减持 |
| 4 | MU | Micron Technology Inc | $90.5M | 4.64% | 78,396 | 减持 |
| 5 | PWR | Quanta Services Inc | $82.5M | 4.23% | 114,603 | 减持 |
| 6 | PANW | Palo Alto Networks Com | $76.6M | 3.92% | 224,522 | 增持 |
| 7 | MSFT | Microsoft Corp | $59.9M | 3.07% | 160,573 | 减持 |
| 8 | GOOGL | Alphabet Inc Class A | $56.2M | 2.88% | 157,287 | 增持 |
| 9 | AMZN | Amazon.com Inc | $55.0M | 2.82% | 230,801 | 增持 |
| 10 | ABBV | AbbVie Inc | $42.9M | 2.20% | 170,667 | 增持 |
| 11 | IRM | Iron Mountain Inc | $40.0M | 2.05% | 316,465 | 增持 |
| 12 | V | Visa Inc | $39.7M | 2.04% | 115,770 | 增持 |
| 13 | JPM | JP Morgan Chase & Co. | $38.8M | 1.99% | 118,553 | 增持 |
| 14 | COST | Costco Wholesale Corp | $38.1M | 1.95% | 40,762 | 增持 |
| 15 | TSM | Taiwan Semiconductor Manufacturing Co Ltd ADR | $36.6M | 1.87% | 76,605 | 增持 |
| 16 | CSCO | Cisco Systems Inc | $35.9M | 1.84% | 305,541 | 增持 |
| 17 | WMB | Williams Companies | $34.2M | 1.75% | 460,625 | 增持 |
| 18 | GOOG | Alphabet Inc Class C | $32.6M | 1.67% | 92,375 | 减持 |
| 19 | CRWD | Crowdstrike Hldgs Inc Cl A | $31.9M | 1.64% | 41,855 | 增持 |
| 20 | BX | Blackstone Inc | $29.4M | 1.51% | 249,602 | 减持 |
| 21 | ETN | Eaton Corp PLC | $27.2M | 1.39% | 63,721 | 增持 |
| 22 | MAIN | MainStreet Capital Corp | $25.9M | 1.33% | 498,998 | 增持 |
| 23 | KKR | KKR & Co Inc A | $24.0M | 1.23% | 262,029 | 减持 |
| 24 | WMT | Walmart Inc | $22.8M | 1.17% | 201,654 | 增持 |
| 25 | MRVL | Marvell Technology Inc | $22.5M | 1.15% | 75,527 | 增持 |
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