Brookmont Capital Management 13F 持仓 · 2026年Q2
Brookmont Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 61 只证券，申报市值合计 1.86 亿美元。前几大持仓：HD（30.75%）、JPM（3.08%）、ADI（2.81%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | HD | HOME DEPOT INC | $57.3M | 30.75% | 162,514 | 增持 |
| 2 | JPM | JPMORGAN CHASE & CO | $5.7M | 3.08% | 17,517 | 增持 |
| 3 | ADI | ANALOG DEVICES INC | $5.2M | 2.81% | 13,197 | 增持 |
| 4 | AZN | ASTRAZENECA PLC | $5.0M | 2.69% | 26,436 | 增持 |
| 5 | LHX | L3HARRIS TECHNOLOGIES INC | $5.0M | 2.69% | 17,227 | 减持 |
| 6 | Q | QNITY ELECTRONICS INC | $4.9M | 2.64% | 30,137 | 增持 |
| 7 | GILD | GILEAD SCIENCES INC | $4.8M | 2.56% | 37,837 | 增持 |
| 8 | SHEL | SHELL PLC | $4.7M | 2.50% | 60,194 | 减持 |
| 9 | MSFT | MICROSOFT CORP | $4.6M | 2.48% | 12,387 | 增持 |
| 10 | WFC | WELLS FARGO & CO | $4.1M | 2.18% | 49,184 | 增持 |
| 11 | MCD | MCDONALDS CORP | $3.8M | 2.02% | 13,898 | 增持 |
| 12 | BAC | BANK OF AMER CORP | $3.6M | 1.94% | 63,407 | 减持 |
| 13 | JNJ | JOHNSON & JOHNSON | $3.6M | 1.94% | 14,249 | 增持 |
| 14 | AJG | GALLAGHER ARTHUR J & CO | $3.5M | 1.90% | 15,421 | 减持 |
| 15 | PG | PROCTER & GAMBLE CO | $3.5M | 1.90% | 24,174 | 增持 |
| 16 | ABT | ABBOTT LABORATORIES | $3.4M | 1.82% | 37,463 | 增持 |
| 17 | EQIX | EQUINIX INC | $3.3M | 1.80% | 3,214 | 增持 |
| 18 | NTES | NETEASE COM INC | $3.3M | 1.75% | 25,514 | 增持 |
| 19 | PNC | PNC FINL SVCS GROUP INC | $3.1M | 1.67% | 12,633 | 减持 |
| 20 | MCHP | MICROCHIP TECHNOLOGY INC. | $3.0M | 1.60% | 32,688 | 减持 |
| 21 | COP | CONOCOPHILLIPS | $2.9M | 1.58% | 28,239 | 减持 |
| 22 | WM | WASTE MGMT INC DEL | $2.9M | 1.54% | 12,910 | 增持 |
| 23 | SOLS | SOLSTICE ADVANCED MATLS INC | $2.8M | 1.50% | 31,542 | 减持 |
| 24 | TEL | TE CONNECTIVITY PLC | $2.8M | 1.48% | 13,675 | 增持 |
| 25 | CMCSA | COMCAST CORP NEW | $2.4M | 1.27% | 96,401 | 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