Argus Investors' Counsel, Inc. 13F 持仓 · 2026年Q3
Argus Investors' Counsel 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 106 只证券，申报市值合计 1.29 亿美元。前几大持仓：NVDA（4.93%）、AMAT（4.14%）、GOOGL（4.12%）。本季前 25 大持仓中：增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp | $6.3M | 4.93% | 27,795 | 减持 |
| 2 | AMAT | Applied Materials Inc | $5.3M | 4.14% | 10,403 | 减持 |
| 3 | GOOGL | Alphabet Inc | $5.3M | 4.12% | 15,396 | 增持 |
| 4 | AAPL | Apple Inc | $5.3M | 4.10% | 15,819 | 增持 |
| 5 | ADI | Analog Devices Inc | $4.7M | 3.67% | 11,909 | 减持 |
| 6 | PWR | Quanta Services Inc | $4.7M | 3.62% | 7,253 | 减持 |
| 7 | LLY | Eli Lilly and Company | $4.6M | 3.61% | 4,011 | 增持 |
| 8 | JPM | JPMorgan Chase & Co | $4.5M | 3.46% | 13,461 | 减持 |
| 9 | META | Meta Platforms Inc | $4.2M | 3.25% | 5,761 | 减持 |
| 10 | COST | Costco Wholesale Corp | $3.9M | 3.01% | 4,252 | 增持 |
| 11 | TT | Trane Technologies plc | $3.5M | 2.68% | 7,637 | 增持 |
| 12 | URI | United Rentals Inc | $3.2M | 2.47% | 3,177 | 减持 |
| 13 | AMZN | Amazon.com Inc | $2.9M | 2.28% | 11,795 | 增持 |
| 14 | V | Visa Inc | $2.8M | 2.17% | 7,755 | 减持 |
| 15 | ANET | Arista Networks Inc | $2.7M | 2.06% | 13,026 | 减持 |
| 16 | HOOD | Robinhood Markets | $2.5M | 1.96% | 22,394 | 增持 |
| 17 | BLK | BlackRock Inc | $2.5M | 1.95% | 2,374 | 减持 |
| 18 | PANW | Palo Alto Networks | $2.4M | 1.90% | 6,162 | 减持 |
| 19 | WFC | Wells Fargo & Company | $2.3M | 1.81% | 29,151 | 减持 |
| 20 | TRGP | Targa Resources Corp | $2.2M | 1.74% | 8,283 | 减持 |
| 21 | SNOW | Snowflake Inc | $2.2M | 1.69% | 6,420 | 减持 |
| 22 | TSM | Taiwan Semiconductor Manufactu | $2.1M | 1.62% | 4,571 | 增持 |
| 23 | MSFT | Microsoft Corp | $2.0M | 1.53% | 3,831 | 增持 |
| 24 | DELL | Dell Technologies Inc | $1.9M | 1.49% | 3,568 | 增持 |
| 25 | GD | General Dynamics Corp | $1.7M | 1.32% | 5,106 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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