Chancellor Financial Group WB LP 13F 持仓 · 2026年Q2
Chancellor Financial Group WB 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 149 只证券，申报市值合计 1.62 亿美元。前几大持仓：AAPL（14.15%）、MSFT（7.11%）、IVV（5.04%）。本季前 25 大持仓中：增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $22.9M | 14.15% | 79,018 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $11.5M | 7.11% | 30,780 | 增持 |
| 3 | IVV | ISHARES TR | $8.1M | 5.04% | 10,881 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $6.8M | 4.20% | 33,896 | 减持 |
| 5 | AMZN | AMAZON COM INC | $6.1M | 3.78% | 25,622 | 增持 |
| 6 | GOOGL | ALPHABET INC | $5.8M | 3.59% | 16,225 | 增持 |
| 7 | JNJ | JOHNSON & JOHNSON | $4.2M | 2.57% | 16,373 | 增持 |
| 8 | NEE | NEXTERA ENERGY INC | $3.6M | 2.20% | 40,505 | 增持 |
| 9 | V | VISA INC | $3.3M | 2.05% | 9,672 | 增持 |
| 10 | C | CITIGROUP INC | $3.2M | 2.01% | 23,190 | 减持 |
| 11 | GOOG | ALPHABET INC | $2.9M | 1.81% | 8,265 | 减持 |
| 12 | JPM | JPMORGAN CHASE & CO | $2.9M | 1.77% | 8,754 | 增持 |
| 13 | CMI | CUMMINS INC | $2.6M | 1.62% | 3,658 | 增持 |
| 14 | AVGO | BROADCOM INC | $2.4M | 1.51% | 6,447 | 减持 |
| 15 | BAC | BANK OF AMER CORP | $2.0M | 1.25% | 35,318 | 增持 |
| 16 | BFB | BROWN FORMAN CORP | $1.8M | 1.12% | 67,668 | 增持 |
| 17 | UNH | UNITEDHEALTH GROUP INC | $1.8M | 1.11% | 4,320 | 增持 |
| 18 | PEP | PEPSICO INC | $1.7M | 1.06% | 12,609 | 增持 |
| 19 | PG | PROCTER & GAMBLE CO | $1.6M | 0.97% | 10,721 | 增持 |
| 20 | CAT | CATERPILLAR INC | $1.5M | 0.94% | 1,433 | 减持 |
| 21 | VTI | VANGUARD INDEX FDS | $1.4M | 0.88% | 3,840 | 增持 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $1.4M | 0.87% | 1,498 | 持平 |
| 23 | ABBV | ABBVIE INC | $1.4M | 0.85% | 5,451 | 增持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.85% | 2,743 | 增持 |
| 25 | DE | DEERE & CO | $1.3M | 0.82% | 2,087 | 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