Capital Wealth Planning, LLC 13F 持仓 · 2026年Q2
Capital Wealth Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 154 只证券，申报市值合计 200.22 亿美元。前几大持仓：CAT（6.37%）、AAPL（5.17%）、GS（5.12%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | $1.28B | 6.37% | 1.2M | 增持 |
| 2 | AAPL | APPLE INC | $1.03B | 5.17% | 3.6M | 增持 |
| 3 | GS | GOLDMAN SACHS GROUP INC | $1.03B | 5.12% | 1.0M | 减持 |
| 4 | MSFT | MICROSOFT CORP | $968.5M | 4.84% | 2.6M | 增持 |
| 5 | JPM | JPMORGAN CHASE & CO | $943.5M | 4.71% | 2.9M | 增持 |
| 6 | AXP | AMERICAN EXPRESS CO | $814.3M | 4.07% | 2.4M | 减持 |
| 7 | AMGN | AMGEN INC | $736.5M | 3.68% | 2.0M | 增持 |
| 8 | TJX | TJX COS INC NEW | $728.5M | 3.64% | 4.8M | 增持 |
| 9 | CME | CME GROUP INC | $711.7M | 3.55% | 3.2M | 增持 |
| 10 | CVX | CHEVRON CORPORATION | $711.3M | 3.55% | 4.3M | 增持 |
| 11 | IBM | INTERNATIONAL BUSINESS MACHS | $654.4M | 3.27% | 2.3M | 减持 |
| 12 | V | VISA INC | $630.0M | 3.15% | 1.8M | 减持 |
| 13 | MRK | MERCK & CO INC | $605.1M | 3.02% | 4.7M | 增持 |
| 14 | WMT | WALMART INC | $598.4M | 2.99% | 5.3M | 增持 |
| 15 | RTX | RTX CORPORATION | $596.8M | 2.98% | 3.1M | 减持 |
| 16 | HD | HOME DEPOT INC | $580.7M | 2.90% | 1.6M | 减持 |
| 17 | MCD | MCDONALDS CORP | $519.5M | 2.59% | 1.9M | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $495.3M | 2.47% | 2.5M | 增持 |
| 19 | KO | COCA COLA CO | $485.2M | 2.42% | 6.0M | 增持 |
| 20 | BIL | SPDR SERIES TRUST | $456.0M | 2.28% | 5.0M | 增持 |
| 21 | FDX | FEDEX CORP | $430.8M | 2.15% | 1.4M | 增持 |
| 22 | MPC | MARATHON PETE CORP | $403.4M | 2.02% | 1.6M | 减持 |
| 23 | AEM | AGNICO EAGLE MINES LTD | $398.6M | 1.99% | 2.6M | 增持 |
| 24 | NSC | NORFOLK SOUTHN CORP | $374.3M | 1.87% | 1.2M | 增持 |
| 25 | DUK | DUKE ENERGY CORP NEW | $362.7M | 1.81% | 2.9M | 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