Brendel Financial Advisors LLC 13F 持仓 · 2026年Q2
Brendel Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 101 只证券，申报市值合计 2.16 亿美元。前几大持仓：SHW（4.66%）、CAT（4.12%）、JNJ（2.98%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SHW | SHERWIN WILLIAMS CO | $10.1M | 4.66% | 29,234 | 减持 |
| 2 | CAT | CATERPILLAR INC | $8.9M | 4.12% | 8,356 | 减持 |
| 3 | JNJ | JOHNSON & JOHNSON | $6.4M | 2.98% | 25,361 | 减持 |
| 4 | BAR | GRANITESHARES GOLD TR | $5.8M | 2.69% | 146,753 | 持平 |
| 5 | ABBV | ABBVIE INC | $5.7M | 2.62% | 22,515 | 增持 |
| 6 | FTCB | FIRST TR EXCHANGE-TRADED FD | $5.6M | 2.61% | 270,749 | 增持 |
| 7 | LRCX | LAM RESEARCH CORP | $5.4M | 2.51% | 12,511 | 增持 |
| 8 | SCIO | FIRST TR EXCHANGE-TRADED FD | $5.4M | 2.51% | 262,638 | 增持 |
| 9 | AGG | ISHARES TR | $5.3M | 2.47% | 53,803 | 增持 |
| 10 | WMT | WALMART INC | $5.3M | 2.45% | 46,645 | 减持 |
| 11 | DOV | DOVER CORP | $5.1M | 2.38% | 22,943 | 减持 |
| 12 | CTAS | CINTAS CORP | $4.9M | 2.29% | 29,055 | 增持 |
| 13 | NEE | NEXTERA ENERGY INC | $4.8M | 2.21% | 54,368 | 减持 |
| 14 | GOOG | ALPHABET INC | $4.7M | 2.18% | 13,336 | 减持 |
| 15 | EXPD | EXPEDITORS INTL WASH INC | $4.6M | 2.12% | 28,146 | 增持 |
| 16 | NVDA | NVIDIA CORPORATION | $4.6M | 2.12% | 22,873 | 减持 |
| 17 | NDSN | NORDSON CORP | $4.5M | 2.08% | 14,926 | 减持 |
| 18 | TGT | TARGET CORP | $4.5M | 2.07% | 34,285 | 减持 |
| 19 | AAPL | APPLE INC | $4.4M | 2.04% | 15,257 | 增持 |
| 20 | CB | CHUBB LIMITED | $4.4M | 2.03% | 12,840 | 增持 |
| 21 | GD | GENERAL DYNAMICS CORP | $4.4M | 2.03% | 12,401 | 减持 |
| 22 | AXP | AMERICAN EXPRESS CO | $4.3M | 2.00% | 12,800 | 减持 |
| 23 | WST | WEST PHARMACEUTICAL SVSC INC | $4.3M | 1.98% | 11,891 | 新建仓 |
| 24 | AMZN | AMAZON COM INC | $4.2M | 1.96% | 17,761 | 减持 |
| 25 | MSFT | MICROSOFT CORP | $4.1M | 1.91% | 11,056 | 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