Ahl Investment Management, Inc. 13F 持仓 · 最近申报 2025年Q3
Ahl Investment Management 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 68 只证券，申报市值合计 1.46 亿美元。前几大持仓：MSFT（6.13%）、KO（5.58%）、JPM（5.28%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $9.0M | 6.13% | 17,306 | 减持 |
| 2 | KO | THE COCA-COLA CO | $8.2M | 5.58% | 123,003 | 增持 |
| 3 | JPM | JPMORGAN CHASE & CO | $7.7M | 5.28% | 24,496 | 减持 |
| 4 | PFFD | GLOBAL X US PREFERRED ETF | $7.7M | 5.27% | 397,096 | 减持 |
| 5 | SCHB | SCHWAB US BROAD MARKET ETF | $7.4M | 5.07% | 288,578 | 减持 |
| 6 | AAPL | APPLE INC | $7.3M | 5.02% | 28,840 | 减持 |
| 7 | XOM | EXXON MOBIL CORP | $4.9M | 3.36% | 43,651 | 减持 |
| 8 | NOC | NORTHROP GRUMMAN CORP | $4.7M | 3.24% | 7,778 | 减持 |
| 9 | ABBV | ABBVIE INC | $4.4M | 3.02% | 19,079 | 减持 |
| 10 | SYK | STRYKER CORP | $4.0M | 2.75% | 10,900 | 减持 |
| 11 | JNJ | JOHNSON & JOHNSON | $3.8M | 2.60% | 20,520 | 减持 |
| 12 | EMR | EMERSON ELEC CO | $3.6M | 2.45% | 27,278 | 增持 |
| 13 | AXP | AMERICAN EXPRESS CO | $3.6M | 2.44% | 10,755 | 减持 |
| 14 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $3.6M | 2.44% | 130,497 | 减持 |
| 15 | BSV | VANGUARD SHORT-TERM BONDETF | $3.4M | 2.30% | 42,709 | 减持 |
| 16 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $3.3M | 2.27% | 142,920 | 减持 |
| 17 | MUB | ISHARES NATIONAL MUNI BOND ETF | $3.2M | 2.18% | 29,961 | 增持 |
| 18 | CVS | CVS HEALTH CORP | $2.9M | 1.99% | 38,684 | 减持 |
| 19 | AMZN | AMAZON.COM INC | $2.7M | 1.86% | 12,400 | 增持 |
| 20 | NEE | NEXTERA ENERGY INC | $2.6M | 1.81% | 35,040 | 增持 |
| 21 | QCOM | QUALCOMM INC | $2.6M | 1.77% | 15,526 | 减持 |
| 22 | PFE | PFIZER INC | $2.6M | 1.74% | 100,112 | 增持 |
| 23 | UNH | UNITEDHEALTH GROUP INC | $2.5M | 1.69% | 7,150 | 减持 |
| 24 | SCHO | SCHWAB SHORT TERM US TREASURY ETF | $2.4M | 1.63% | 97,781 | 减持 |
| 25 | VZ | VERIZON COMMUNICATIONS I | $2.4M | 1.62% | 53,924 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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