Bell & Brown Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Bell & Brown Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 3.30 亿美元。前几大持仓：AVGO（5.76%）、GOOGL（5.61%）、AAPL（5.45%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $19.0M | 5.76% | 50,354 | 减持 |
| 2 | GOOGL | ALPHABET INC | $18.5M | 5.61% | 51,866 | 减持 |
| 3 | AAPL | APPLE INC | $18.0M | 5.45% | 62,128 | 减持 |
| 4 | LLY | ELI LILLY & CO | $14.4M | 4.36% | 12,011 | 减持 |
| 5 | GS | GOLDMAN SACHS GROUP INC | $12.6M | 3.81% | 12,442 | 减持 |
| 6 | VLO | VALERO ENERGY CORP | $10.6M | 3.21% | 40,713 | 减持 |
| 7 | JPM | JPMORGAN CHASE & CO | $10.5M | 3.18% | 32,120 | 减持 |
| 8 | XOM | EXXON MOBIL CORP | $10.1M | 3.07% | 74,066 | 减持 |
| 9 | AMZN | AMAZON COM INC | $9.1M | 2.77% | 38,314 | 减持 |
| 10 | META | META PLATFORMS INC | $9.1M | 2.77% | 16,243 | 增持 |
| 11 | TSLA | TESLA INC | $8.8M | 2.67% | 20,941 | 增持 |
| 12 | QCOM | QUALCOMM INC | $8.3M | 2.50% | 44,700 | 减持 |
| 13 | BA | BOEING CO | $8.0M | 2.42% | 36,875 | 增持 |
| 14 | WSM | WILLIAMS SONOMA INC | $6.7M | 2.04% | 28,894 | 减持 |
| 15 | FDX | FEDEX CORP | $6.6M | 2.00% | 21,079 | 减持 |
| 16 | WMT | WALMART INC | $6.5M | 1.95% | 56,954 | 减持 |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $6.2M | 1.88% | 6,640 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $6.2M | 1.87% | 16,535 | 增持 |
| 19 | UNH | UNITEDHEALTH GROUP INC | $6.1M | 1.84% | 14,604 | 增持 |
| 20 | MRK | MERCK & CO INC | $5.7M | 1.72% | 44,060 | 增持 |
| 21 | DIS | DISNEY WALT CO | $5.5M | 1.68% | 57,601 | 增持 |
| 22 | GLD | SPDR GOLD TR | $5.4M | 1.63% | 14,569 | 减持 |
| 23 | SBUX | STARBUCKS CORP | $5.2M | 1.58% | 50,977 | 增持 |
| 24 | WFC | WELLS FARGO & CO | $5.2M | 1.58% | 62,997 | 增持 |
| 25 | CVX | CHEVRON CORPORATION | $5.1M | 1.54% | 30,707 | 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