Capital Investment Services of America, Inc. 13F 持仓 · 2026年Q2

Capital Investment Services of America 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 83 只证券，申报市值合计 10.21 亿美元。前几大持仓：NVDA（6.18%）、GOOG（5.81%）、VCSH（5.23%）。本季前 25 大持仓中：增持 11 只、减持 14 只。

排名	代码	公司	市值	占组合	股数	变动
1	NVDA	NVIDIA CORPORATION COM	$63.1M	6.18%	315,255	减持
2	GOOG	ALPHABET INC CAP STK CL C	$59.3M	5.81%	167,901	减持
3	VCSH	VANGUARD SHORT-TERM CORPORATE BOND ETF	$53.4M	5.23%	675,310	减持
4	MSFT	MICROSOFT CORP COM	$42.1M	4.13%	112,908	增持
5	WAB	WABTEC COM	$34.4M	3.37%	127,694	减持
6	ECL	ECOLAB INC COM	$30.8M	3.02%	110,587	减持
7	AMZN	AMAZON COM INC COM	$30.1M	2.95%	126,495	减持
8	TJX	TJX COS INC NEW COM	$29.0M	2.84%	191,161	减持
9	QCOM	QUALCOMM INC COM	$27.7M	2.71%	149,855	减持
10	SNOW	SNOWFLAKE INC COM SHS	$26.6M	2.60%	104,414	增持
11	DHR	DANAHER CORP DEL COM	$25.8M	2.53%	135,646	增持
12	CPAY	CORPAY INC COM SHS	$25.2M	2.47%	75,623	减持
13	ORCL	ORACLE CORP COM	$25.2M	2.47%	172,062	减持
14	SYK	STRYKER CORPORATION COM	$24.1M	2.36%	76,587	增持
15	APG	API GROUP CORP COM STK	$23.4M	2.30%	553,415	减持
16	VGSH	VANGUARD SHORT-TERM TREASURY ETF	$23.5M	2.30%	403,907	增持
17	BKNG	BOOKING HOLDINGS INC COM	$23.2M	2.27%	130,066	增持
18	ILMN	ILLUMINA INC COM	$22.8M	2.23%	129,718	增持
19	RMD	RESMED INC COM	$22.4M	2.19%	114,849	增持
20	VSDM	VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF	$21.5M	2.11%	280,929	增持
21	NOW	SERVICENOW INC COM	$21.0M	2.06%	211,884	增持
22	PTC	PTC INC COM	$21.0M	2.06%	184,960	减持
23	IDXX	IDEXX LABS INC COM	$20.5M	2.01%	38,977	增持
24	PWR	QUANTA SVCS INC COM	$20.1M	1.97%	27,953	减持
25	SBUX	STARBUCKS CORP COM	$18.4M	1.80%	180,084	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