CFC Planning Co LLC 13F 持仓 · 2026年Q2
CFC Planning Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 1.71 亿美元。前几大持仓：AAPL（9.84%）、CSCO（7.71%）、SCCO（4.26%）。本季前 25 大持仓中：新建仓 2 只、增持 16 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $16.8M | 9.84% | 58,176 | 增持 |
| 2 | CSCO | CISCO SYS INC | $13.2M | 7.71% | 112,251 | 增持 |
| 3 | SCCO | SOUTHERN COPPER CORP | $7.3M | 4.26% | 41,845 | 增持 |
| 4 | UNH | UNITEDHEALTH GROUP INC | $6.8M | 3.97% | 16,316 | 增持 |
| 5 | VOO | VANGUARD INDEX FDS | $5.9M | 3.45% | 8,592 | 增持 |
| 6 | PM | PHILIP MORRIS INTL INC | $5.7M | 3.35% | 31,698 | 增持 |
| 7 | AXP | AMERICAN EXPRESS CO | $5.5M | 3.24% | 16,405 | 减持 |
| 8 | DIS | DISNEY WALT CO | $5.4M | 3.15% | 55,916 | 增持 |
| 9 | TXN | TEXAS INSTRS INC | $5.3M | 3.11% | 17,816 | 减持 |
| 10 | JNJ | JOHNSON & JOHNSON | $4.9M | 2.88% | 19,405 | 增持 |
| 11 | MO | ALTRIA GROUP INC | $4.9M | 2.86% | 68,079 | 增持 |
| 12 | KO | COCA COLA CO | $4.9M | 2.85% | 59,886 | 增持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 2.67% | 6,125 | 减持 |
| 14 | VZ | VERIZON COMMUNICATIONS INC | $4.1M | 2.38% | 96,074 | 增持 |
| 15 | V | VISA INC | $4.0M | 2.35% | 11,698 | 增持 |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | $4.0M | 2.32% | 14,120 | 增持 |
| 17 | COP | CONOCOPHILLIPS | $3.5M | 2.04% | 33,517 | 增持 |
| 18 | EOG | EOG RES INC | $3.3M | 1.92% | 25,360 | 增持 |
| 19 | MRK | MERCK & CO INC | $3.1M | 1.80% | 23,994 | 减持 |
| 20 | XLK | SELECT SECTOR SPDR TR | $3.0M | 1.76% | 15,783 | 减持 |
| 21 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.74% | 9,085 | 持平 |
| 22 | SECT | NORTHERN LTS FD TR IV | $3.0M | 1.73% | 41,100 | 减持 |
| 23 | XLI | SELECT SECTOR SPDR TR | $2.8M | 1.64% | 15,139 | 增持 |
| 24 | AMAT | APPLIED MATLS INC | $2.8M | 1.62% | 3,825 | 新建仓 |
| 25 | XLP | SELECT SECTOR SPDR TR | $2.7M | 1.56% | 32,094 | 新建仓 |
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