Bahl & Gaynor Inc 13F 持仓 · 2026年Q2
Bahl & Gaynor 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 341 只证券，申报市值合计 216.82 亿美元。前几大持仓：AVGO（4.55%）、LLY（3.63%）、MSFT（3.12%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | $985.6M | 4.55% | 2.6M | 减持 |
| 2 | LLY | Eli Lilly & Co | $787.0M | 3.63% | 656,123 | 减持 |
| 3 | MSFT | Microsoft Corp | $676.0M | 3.12% | 1.8M | 减持 |
| 4 | TSM | Taiwan Semiconductor Mfg Ltd S | $671.3M | 3.10% | 1.4M | 增持 |
| 5 | ABBV | AbbVie Inc | $652.4M | 3.01% | 2.6M | 减持 |
| 6 | JPM | JPMorgan Chase & Co | $625.3M | 2.88% | 1.9M | 减持 |
| 7 | WMB | Williams Cos Inc | $503.4M | 2.32% | 6.8M | 减持 |
| 8 | JNJ | Johnson & Johnson | $500.5M | 2.31% | 2.0M | 减持 |
| 9 | PG | Procter & Gamble Co | $475.9M | 2.19% | 3.2M | 减持 |
| 10 | UNH | UnitedHealth Group Inc | $475.1M | 2.19% | 1.1M | 增持 |
| 11 | PNC | PNC Financial Services Group I | $456.6M | 2.11% | 1.9M | 增持 |
| 12 | NEE | Nextera Energy Inc | $417.8M | 1.93% | 4.8M | 减持 |
| 13 | HD | Home Depot Inc | $406.9M | 1.88% | 1.2M | 增持 |
| 14 | CSCO | Cisco Systems Inc | $405.0M | 1.87% | 3.4M | 减持 |
| 15 | TRGP | Targa Resources Corp | $375.4M | 1.73% | 1.4M | 减持 |
| 16 | CVX | Chevron Corp | $347.6M | 1.60% | 2.1M | 减持 |
| 17 | APO | Apollo Global Mgmt Inc Cl A | $302.6M | 1.40% | 2.6M | 增持 |
| 18 | ETN | Eaton Corp PLC | $302.7M | 1.40% | 710,424 | 减持 |
| 19 | TRV | Travelers Companies Inc | $302.7M | 1.40% | 916,845 | 减持 |
| 20 | SRE | Sempra | $281.7M | 1.30% | 3.0M | 减持 |
| 21 | TXN | Texas Instruments Inc | $258.7M | 1.19% | 867,874 | 减持 |
| 22 | VCTR | Victory Cap Holdings Inc Cl A | $255.9M | 1.18% | 3.0M | 增持 |
| 23 | HIG | Hartford Insurance Group Inc | $236.4M | 1.09% | 1.8M | 减持 |
| 24 | MDLZ | Mondelez Intl Inc Cl A | $234.8M | 1.08% | 4.1M | 减持 |
| 25 | TJX | TJX Cos Inc | $228.4M | 1.05% | 1.5M | 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