America First Investment Advisors, LLC 13F 持仓 · 2026年Q2
America First Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 45 只证券，申报市值合计 5.39 亿美元。前几大持仓：SHY（8.16%）、GOOGL（6.71%）、JNJ（6.55%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | $44.0M | 8.16% | 535,584 | 减持 |
| 2 | GOOGL | ALPHABET INC | $36.2M | 6.71% | 101,223 | 减持 |
| 3 | JNJ | JOHNSON & JOHNSON | $35.3M | 6.55% | 138,957 | 减持 |
| 4 | AMZN | AMAZON COM INC | $29.2M | 5.42% | 122,618 | 减持 |
| 5 | ENB | ENBRIDGE INC | $28.2M | 5.24% | 520,721 | 减持 |
| 6 | WRB | BERKLEY W R CORP | $27.1M | 5.02% | 383,605 | 增持 |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | $26.6M | 4.94% | 53,146 | 增持 |
| 8 | SLB | SLB LIMITED | $26.3M | 4.88% | 565,988 | 减持 |
| 9 | BN | BROOKFIELD CORP | $26.2M | 4.87% | 616,181 | 增持 |
| 10 | ADP | AUTOMATIC DATA PROCESSING IN | $25.9M | 4.81% | 115,688 | 增持 |
| 11 | V | VISA INC | $25.3M | 4.69% | 73,704 | 增持 |
| 12 | FNV | FRANCO NEV CORP | $23.7M | 4.40% | 113,625 | 减持 |
| 13 | VRSK | VERISK ANALYTICS INC | $23.5M | 4.36% | 130,923 | 新建仓 |
| 14 | MA | MASTERCARD INCORPORATED | $23.2M | 4.31% | 45,228 | 增持 |
| 15 | ABT | ABBOTT LABORATORIES | $21.7M | 4.02% | 238,903 | 增持 |
| 16 | RGLD | ROYAL GOLD INC | $21.5M | 3.98% | 107,569 | 增持 |
| 17 | CME | CME GROUP INC | $21.2M | 3.93% | 96,012 | 增持 |
| 18 | FISV | FISERV INC | $20.1M | 3.73% | 409,492 | 增持 |
| 19 | BAM | BROOKFIELD ASSET MANAGMT LTD | $12.8M | 2.38% | 285,378 | 增持 |
| 20 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $7.5M | 1.39% | 10 | 增持 |
| 21 | CLX | CLOROX CO DEL | $7.2M | 1.33% | 75,110 | 持平 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.0M | 0.74% | 8,001 | 减持 |
| 23 | MU | MICRON TECHNOLOGY INC | $3.8M | 0.71% | 3,335 | 持平 |
| 24 | USB | US BANCORP | $3.3M | 0.61% | 54,842 | 持平 |
| 25 | AAPL | APPLE INC | $2.4M | 0.44% | 8,156 | 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