Asset Planning,Inc 13F 持仓 · 2026年Q2
Asset Planning,Inc 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 331 只证券，申报市值合计 1.54 亿美元。前几大持仓：LLY（10.27%）、AMZN（9.43%）、TDG（7.56%）。本季前 25 大持仓中：增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | $15.9M | 10.27% | 13,230 | 减持 |
| 2 | AMZN | Amazon.Com Inc. | $14.6M | 9.43% | 61,085 | 减持 |
| 3 | TDG | Transdigm Group Inc | $11.7M | 7.56% | 8,766 | 减持 |
| 4 | ALL | Alphabet (Google Inc) CL A | $11.3M | 7.34% | 31,776 | 减持 |
| 5 | AAPL | Apple Computer Inc | $8.9M | 5.75% | 30,667 | 减持 |
| 6 | COST | Costco Wholesale Corp - New | $6.1M | 3.96% | 6,545 | 减持 |
| 7 | NVDA | NVIDIA Corp | $4.8M | 3.08% | 23,781 | 增持 |
| 8 | WELL | Welltower Inc | $4.6M | 3.01% | 20,453 | 增持 |
| 9 | MCD | Mc Donalds Corp | $3.5M | 2.24% | 12,799 | 减持 |
| 10 | MO | Altria Group Inc. | $3.4M | 2.21% | 47,370 | 减持 |
| 11 | O | Realty Income Corp | $3.1M | 1.99% | 49,693 | 增持 |
| 12 | EW | Edwards Lifesciences Cp | $2.4M | 1.54% | 26,366 | 增持 |
| 13 | VZ | Verizon Communications | $2.1M | 1.34% | 48,894 | 减持 |
| 14 | GOOG | Alphabet (Google Inc.) Class C | $1.9M | 1.26% | 5,497 | 增持 |
| 15 | MSFT | Microsoft Corp | $1.9M | 1.23% | 5,102 | 减持 |
| 16 | SRE | Sempra Energy | $1.9M | 1.21% | 20,203 | 增持 |
| 17 | CVX | Chevrontexaco Corp | $1.7M | 1.08% | 10,030 | 增持 |
| 18 | BRKB | Berkshire Hathaway Cl B | $1.6M | 1.01% | 3,126 | 减持 |
| 19 | SBUX | Starbucks Corp | $1.5M | 1.00% | 15,038 | 减持 |
| 20 | CB | Chubb Limited | $1.5M | 0.97% | 4,397 | 减持 |
| 21 | NFLX | Netflix Inc | $1.5M | 0.96% | 20,720 | 减持 |
| 22 | AMD | Advanced Micro Devices | $1.5M | 0.95% | 2,526 | 持平 |
| 23 | CAT | Caterpillar Inc | $1.4M | 0.94% | 1,358 | 增持 |
| 24 | PG | Procter & Gamble Co | $1.4M | 0.88% | 9,308 | 增持 |
| 25 | MA | Mastercard Inc A | $1.3M | 0.86% | 2,588 | 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