Alapocas Investment Partners, Inc. 13F 持仓 · 2026年Q2
Alapocas Investment Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 1.02 亿美元。前几大持仓：GOOG（16.31%）、AMZN（12.65%）、AAPL（10.99%）。本季前 25 大持仓中：新建仓 5 只、增持 2 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $16.7M | 16.31% | 47,279 | 减持 |
| 2 | AMZN | AMAZON COM INC | $13.0M | 12.65% | 54,372 | 减持 |
| 3 | AAPL | APPLE INC | $11.3M | 10.99% | 38,910 | 减持 |
| 4 | V | VISA INC | $10.3M | 10.01% | 29,902 | 减持 |
| 5 | TJX | TJX COS INC NEW | $6.8M | 6.66% | 45,040 | 减持 |
| 6 | QLYS | QUALYS INC | $5.9M | 5.80% | 43,215 | 减持 |
| 7 | RACE | FERRARI N V | $5.0M | 4.88% | 13,426 | 减持 |
| 8 | MCO | MOODYS CORP | $4.7M | 4.60% | 10,404 | 减持 |
| 9 | COST | COSTCO WHOLESALE CORPORATION | $4.7M | 4.57% | 5,000 | 减持 |
| 10 | ALGN | ALIGN TECHNOLOGY INC | $3.6M | 3.53% | 21,424 | 减持 |
| 11 | TREX | TREX INC | $3.5M | 3.42% | 70,001 | 减持 |
| 12 | CPRT | COPART INC | $3.4M | 3.33% | 120,925 | 减持 |
| 13 | MA | MASTERCARD INCORPORATED | $2.8M | 2.73% | 5,444 | 增持 |
| 14 | DPZ | DOMINOS PIZZA INC | $2.8M | 2.69% | 9,297 | 减持 |
| 15 | DHR | DANAHER CORP DEL | $2.1M | 2.06% | 11,089 | 减持 |
| 16 | GOOGL | ALPHABET INC | $1.4M | 1.36% | 3,905 | 增持 |
| 17 | ADBE | ADOBE INC | $1.2M | 1.21% | 6,034 | 减持 |
| 18 | ADP | AUTOMATIC DATA PROCESSING IN | $1.2M | 1.14% | 5,207 | 减持 |
| 19 | AMT | AMERICAN TOWER CORP | $556,138 | 0.54% | 3,400 | 减持 |
| 20 | IXUS | ISHARES TR | $330,656 | 0.32% | 3,465 | 新建仓 |
| 21 | VTV | VANGUARD INDEX FDS | $303,576 | 0.30% | 1,393 | 新建仓 |
| 22 | PZA | INVESCO EXCH TRADED FD TR II | $262,460 | 0.26% | 11,159 | 新建仓 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $259,876 | 0.25% | 348 | 持平 |
| 24 | AVUV | AMERICAN CENTY ETF TR | $211,718 | 0.21% | 1,697 | 新建仓 |
| 25 | QQQ | INVESCO QQQ TR | $201,849 | 0.20% | 274 | 新建仓 |
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