Bellars Harris Wealth Management, LLC 13F 持仓 · 2026年Q2
Bellars Harris Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 96 只证券，申报市值合计 4.91 亿美元。前几大持仓：CAT（3.00%）、BALT（2.97%）、CSCO（2.70%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INCORPORATED | $14.7M | 3.00% | 13,845 | 新建仓 |
| 2 | BALT | INNOVATOR DEFINED WEALTH SHLD ETF | $14.6M | 2.97% | 426,335 | 新建仓 |
| 3 | CSCO | CISCO SYSTEMS INCORPORATED | $13.3M | 2.70% | 112,851 | 新建仓 |
| 4 | JPM | JPMORGAN CHASE & COMPANY | $13.0M | 2.65% | 39,817 | 新建仓 |
| 5 | JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $11.1M | 2.25% | 75,639 | 新建仓 |
| 6 | WELL | WELLTOWER INCORPORATED REIT | $10.6M | 2.16% | 46,790 | 新建仓 |
| 7 | WMB | WILLIAMS COMPANIES INCORPORATED | $10.6M | 2.15% | 142,181 | 新建仓 |
| 8 | AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $10.4M | 2.11% | 75,847 | 新建仓 |
| 9 | BNY | BANK OF NY MELLON CORPORATION | $10.3M | 2.10% | 71,394 | 新建仓 |
| 10 | MRK | MERCK & COMPANY INCORPORATED | $10.3M | 2.09% | 79,847 | 新建仓 |
| 11 | NI | NISOURCE INCORPORATED | $9.9M | 2.02% | 209,027 | 新建仓 |
| 12 | AVGO | BROADCOM INCORPORATED | $9.8M | 2.00% | 25,990 | 新建仓 |
| 13 | CMI | CUMMINS INCORPORATED | $9.7M | 1.98% | 13,609 | 新建仓 |
| 14 | L | LOEWS CORPORATION | $9.4M | 1.92% | 83,149 | 新建仓 |
| 15 | CTRE | CARETRUST REIT INCORPORATED REIT | $9.3M | 1.90% | 231,313 | 新建仓 |
| 16 | DUK | DUKE ENERGY CORPORATION NEW COM NEW | $9.3M | 1.90% | 73,740 | 新建仓 |
| 17 | PH | PARKER-HANNIFIN CORPORATION | $9.3M | 1.89% | 9,489 | 新建仓 |
| 18 | FIX | COMFORT SYSTEMS USA INCORPORATED | $9.2M | 1.88% | 4,655 | 新建仓 |
| 19 | NWG | NATWEST GROUP PLC SPONS ADR (UNITED KINGDOM) | $9.2M | 1.88% | 523,908 | 新建仓 |
| 20 | SNA | SNAP ON INCORPORATED | $9.1M | 1.86% | 22,730 | 新建仓 |
| 21 | MLI | MUELLER INDUSTRIES INCORPORATED | $8.9M | 1.81% | 72,208 | 新建仓 |
| 22 | RTX | RTX CORPORATION | $8.7M | 1.78% | 46,072 | 新建仓 |
| 23 | WMT | WALMART INC | $8.8M | 1.78% | 77,362 | 新建仓 |
| 24 | MU | MICRON TECHNOLOGY INCORPORATED | $8.7M | 1.77% | 7,535 | 新建仓 |
| 25 | HIG | HARTFORD INSURANCE GROUP INCORPORATED | $8.5M | 1.72% | 63,780 | 新建仓 |
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