Charter Research & Investment Group, Inc. 13F 持仓 · 2026年Q2
Charter Research & Investment Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 92 只证券，申报市值合计 1.65 亿美元。前几大持仓：AAPL（11.40%）、GOOGL（9.14%）、JNJ（4.85%）。本季前 25 大持仓中：增持 2 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $18.8M | 11.40% | 64,915 | 减持 |
| 2 | GOOGL | ALPHABET INC CL A | $15.1M | 9.14% | 42,155 | 减持 |
| 3 | JNJ | JOHNSON & JOHNSON | $8.0M | 4.85% | 31,433 | 增持 |
| 4 | RTX | RTX CORPORATION | $6.9M | 4.20% | 36,504 | 减持 |
| 5 | AMAT | APPLIED MATLS INC | $6.1M | 3.71% | 8,450 | 持平 |
| 6 | IBM | INTERNATIONAL BUSINESS MACHS | $5.2M | 3.16% | 18,501 | 减持 |
| 7 | CAT | CATERPILLAR INC | $4.6M | 2.77% | 4,280 | 持平 |
| 8 | SPY | SPDR S&P 500 ETF TR | $4.5M | 2.72% | 6,007 | 减持 |
| 9 | MDY | SPDR S&P MIDCAP 400 ETF TR | $4.4M | 2.67% | 6,253 | 减持 |
| 10 | GOOG | ALPHABET INC CL C | $4.3M | 2.59% | 12,095 | 减持 |
| 11 | META | META PLATFORMS INC | $4.3M | 2.59% | 7,586 | 持平 |
| 12 | XOM | EXXON MOBIL CORP | $4.0M | 2.46% | 29,622 | 减持 |
| 13 | GLD | SPDR GOLD TR | $4.0M | 2.45% | 10,950 | 减持 |
| 14 | BAC | BANK OF AMER CORP | $4.0M | 2.44% | 70,552 | 减持 |
| 15 | PEP | PEPSICO INC | $3.9M | 2.36% | 28,657 | 减持 |
| 16 | MRK | MERCK & CO INC | $3.4M | 2.05% | 26,258 | 持平 |
| 17 | MDLZ | MONDELEZ INTL INC | $3.3M | 2.03% | 57,745 | 减持 |
| 18 | HD | HOME DEPOT INC | $3.1M | 1.91% | 8,928 | 增持 |
| 19 | SPSM | SPDR S&P 600 SMALL CAP ETF | $2.5M | 1.52% | 43,376 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $2.4M | 1.43% | 6,307 | 持平 |
| 21 | MTB | M & T BK CORP | $2.1M | 1.28% | 8,839 | 减持 |
| 22 | MET | METLIFE INC | $2.0M | 1.19% | 23,130 | 减持 |
| 23 | BMY | BRISTOL-MYERS SQUIBB CO | $1.9M | 1.14% | 32,676 | 减持 |
| 24 | AMZN | AMAZON COM INC | $1.8M | 1.10% | 7,590 | 持平 |
| 25 | PM | PHILIP MORRIS INTL INC | $1.8M | 1.07% | 9,780 | 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