Chelsea Counsel Co 13F 持仓 · 2026年Q2
Chelsea Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 232 只证券，申报市值合计 2.36 亿美元。前几大持仓：AAPL（9.73%）、GLW（6.59%）、GOOG（5.78%）。本季前 25 大持仓中：新建仓 3 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $23.0M | 9.73% | 79,379 | 减持 |
| 2 | GLW | CORNING INC | $15.6M | 6.59% | 60,956 | 减持 |
| 3 | GOOG | ALPHABET INC | $13.6M | 5.78% | 38,623 | 减持 |
| 4 | GOOGL | ALPHABET INC | $12.0M | 5.08% | 33,546 | 减持 |
| 5 | PWR | QUANTA SVCS INC | $11.0M | 4.67% | 15,323 | 减持 |
| 6 | VYM | VANGUARD WHITEHALL FDS | $9.7M | 4.13% | 61,650 | 持平 |
| 7 | XOM | EXXON MOBIL CORP | $9.0M | 3.81% | 65,718 | 减持 |
| 8 | AEM | AGNICO EAGLE MINES LTD | $8.2M | 3.47% | 52,754 | 减持 |
| 9 | COST | COSTCO WHOLESALE CORPORATION | $7.4M | 3.13% | 7,890 | 减持 |
| 10 | MSFT | MICROSOFT CORP | $6.4M | 2.71% | 17,146 | 减持 |
| 11 | CVX | CHEVRON CORPORATION | $5.5M | 2.35% | 33,474 | 减持 |
| 12 | JNJ | JOHNSON & JOHNSON | $4.5M | 1.93% | 17,904 | 减持 |
| 13 | SLV | ISHARES SILVER TR | $4.5M | 1.90% | 84,000 | 持平 |
| 14 | RTX | RTX CORPORATION | $3.7M | 1.57% | 19,496 | 减持 |
| 15 | GE | GE AEROSPACE | $3.5M | 1.49% | 9,440 | 持平 |
| 16 | GDXJ | VANECK ETF TRUST | $3.5M | 1.47% | 35,260 | 持平 |
| 17 | MMM | 3M CO | $3.4M | 1.43% | 20,852 | 新建仓 |
| 18 | AB | ALLIANCEBERNSTEIN HLDG L P | $3.4M | 1.42% | 95,180 | 减持 |
| 19 | AMGN | AMGEN INC | $3.2M | 1.37% | 8,954 | 减持 |
| 20 | LHX | L3HARRIS TECHNOLOGIES INC | $3.2M | 1.34% | 10,874 | 减持 |
| 21 | HON | HONEYWELL INTL INC | $3.1M | 1.30% | 13,719 | 新建仓 |
| 22 | NVDA | NVIDIA CORPORATION | $3.0M | 1.29% | 15,187 | 减持 |
| 23 | HONA | HONEYWELL AEROSPACE INC | $3.0M | 1.28% | 13,713 | 新建仓 |
| 24 | PG | PROCTER & GAMBLE CO | $2.9M | 1.22% | 19,703 | 减持 |
| 25 | TRP | TC ENERGY CORP | $2.9M | 1.22% | 43,150 | 持平 |
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