Ccm Investment Advisers LLC 13F 持仓 · 2026年Q2
Ccm Investment Advisers 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 88 只证券，申报市值合计 12.92 亿美元。前几大持仓：STX（5.02%）、AMAT（4.38%）、CAT（3.61%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings | $64.9M | 5.02% | 67,221 | 减持 |
| 2 | AMAT | Applied Materials Inc. | $56.7M | 4.38% | 78,360 | 减持 |
| 3 | CAT | Caterpillar Inc Del | $46.6M | 3.61% | 43,761 | 减持 |
| 4 | GOOGL | Alphabet Inc. Class A | $44.0M | 3.40% | 123,100 | 减持 |
| 5 | JBL | Jabil Circuit, Inc. | $42.9M | 3.32% | 111,392 | 减持 |
| 6 | NVDA | NVIDIA Corp. | $42.8M | 3.31% | 213,811 | 增持 |
| 7 | AMZN | Amazon.Com Inc. | $36.8M | 2.85% | 154,290 | 增持 |
| 8 | KLAC | KLA-Tencor Corp. | $36.8M | 2.85% | 122,060 | 增持 |
| 9 | AAPL | Apple Inc. | $36.5M | 2.82% | 126,090 | 增持 |
| 10 | AMD | Advanced Micro Devices | $35.3M | 2.73% | 60,818 | 减持 |
| 11 | AVGO | Broadcom Inc | $33.9M | 2.63% | 89,855 | 减持 |
| 12 | CSCO | Cisco Systems | $33.0M | 2.55% | 280,795 | 减持 |
| 13 | CRWD | Crowdstrike Hldgs | $28.9M | 2.24% | 37,861 | 减持 |
| 14 | MSFT | Microsoft Corp. | $28.1M | 2.17% | 75,315 | 增持 |
| 15 | ETN | Eaton Corp. | $26.4M | 2.04% | 61,900 | 增持 |
| 16 | HD | Home Depot Inc. | $24.4M | 1.89% | 69,252 | 增持 |
| 17 | JPM | J. P. Morgan | $23.8M | 1.84% | 72,571 | 增持 |
| 18 | WMT | Wal Mart Stores | $23.3M | 1.81% | 205,985 | 增持 |
| 19 | META | Meta Platforms Inc. | $23.3M | 1.80% | 41,282 | 增持 |
| 20 | LLY | Eli Lilly & Co | $21.4M | 1.66% | 17,861 | 增持 |
| 21 | NFLX | Netflix Inc | $21.2M | 1.64% | 296,709 | 增持 |
| 22 | BKNG | Booking Holdings Inc. | $19.6M | 1.51% | 109,709 | 增持 |
| 23 | MRK | Merck & Co. | $19.2M | 1.48% | 149,092 | 减持 |
| 24 | BRKB | Berkshire Hathaway Inc. Cl B | $18.8M | 1.46% | 37,657 | 增持 |
| 25 | EVR | Evercore Inc. | $18.9M | 1.46% | 55,434 | 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