Appleton Partners Inc 13F 持仓 · 2026年Q2
Appleton Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 275 只证券，申报市值合计 16.32 亿美元。前几大持仓：AAPL（5.85%）、MU（5.67%）、GSLC（3.67%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $95.4M | 5.85% | 329,859 | 减持 |
| 2 | MU | MICRON TECHNOLOGY INC COM | $92.5M | 5.67% | 80,158 | 减持 |
| 3 | GSLC | GOLDMAN SACHS ETF TR ACTIVEBET | $59.8M | 3.67% | 421,782 | 增持 |
| 4 | SCHX | SCHWAB STRATEGIC TR US LRG CAP | $54.8M | 3.36% | 1.9M | 增持 |
| 5 | GOOG | ALPHABET INC CAP STK CL C | $48.1M | 2.95% | 136,098 | 减持 |
| 6 | GEV | GE VERNOVA INC COM | $45.1M | 2.77% | 38,422 | 减持 |
| 7 | MSFT | MICROSOFT CORP COM | $43.4M | 2.66% | 116,361 | 减持 |
| 8 | AVGO | BROADCOM INC COM | $42.7M | 2.61% | 112,946 | 减持 |
| 9 | AMZN | AMAZON COM INC COM | $42.2M | 2.59% | 177,012 | 减持 |
| 10 | JPM | JPMORGAN CHASE & CO COM | $40.7M | 2.50% | 124,463 | 减持 |
| 11 | MS | MORGAN STANLEY COM NEW | $29.1M | 1.78% | 139,249 | 减持 |
| 12 | XLE | SELECT SECTOR SPDR TR ST STR E | $29.0M | 1.78% | 546,298 | 增持 |
| 13 | V | VISA INC COM CL A | $27.3M | 1.67% | 79,657 | 减持 |
| 14 | SCHF | SCHWAB STRATEGIC TR INTL EQTY | $24.7M | 1.51% | 891,546 | 增持 |
| 15 | LLY | ELI LILLY & CO COM | $23.6M | 1.45% | 19,717 | 增持 |
| 16 | JPST | J P MORGAN EXCHANGE TRADED FD | $22.8M | 1.39% | 449,897 | 减持 |
| 17 | GFS | GLOBALFOUNDRIES INC ORDINARY S | $22.4M | 1.37% | 272,241 | 增持 |
| 18 | WELL | WELLTOWER INC COM | $22.3M | 1.37% | 98,216 | 增持 |
| 19 | IEMG | ISHARES INC CORE MSCI EMKT | $22.0M | 1.35% | 265,013 | 减持 |
| 20 | GSIE | GOLDMAN SACHS ETF TR ACTIVEBET | $21.1M | 1.29% | 461,827 | 增持 |
| 21 | META | META PLATFORMS INC CL A | $19.2M | 1.18% | 34,052 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION COM | $18.6M | 1.14% | 93,167 | 增持 |
| 23 | UNH | UNITEDHEALTH GROUP INC COM | $16.9M | 1.04% | 40,664 | 减持 |
| 24 | CW | CURTISS WRIGHT CORP COM | $16.8M | 1.03% | 22,183 | 减持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC | $16.2M | 0.99% | 32,382 | 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