Clifford Swan Investment Counsel LLC 13F 持仓 · 2026年Q2
Clifford Swan Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 335 只证券，申报市值合计 31.17 亿美元。前几大持仓：AAPL（5.93%）、GOOGL（4.35%）、MSFT（3.58%）。本季前 25 大持仓中：减持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $184.8M | 5.93% | 638,732 | 减持 |
| 2 | GOOGL | ALPHABET INC | $135.5M | 4.35% | 379,220 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $111.5M | 3.58% | 298,885 | 减持 |
| 4 | UPS | UNITED PARCEL SVCS INC | $102.0M | 3.27% | 948,654 | 减持 |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $89.3M | 2.86% | 95,454 | 减持 |
| 6 | ANET | ARISTA NETWORKS INC | $83.2M | 2.67% | 489,891 | 减持 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $80.8M | 2.59% | 161,414 | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO | $57.0M | 1.83% | 174,259 | 减持 |
| 9 | JNJ | JOHNSON & JOHNSON | $52.7M | 1.69% | 207,571 | 减持 |
| 10 | CVX | CHEVRON CORPORATION | $50.6M | 1.62% | 305,061 | 减持 |
| 11 | INTC | INTEL CORP | $49.1M | 1.57% | 351,293 | 减持 |
| 12 | GOOG | ALPHABET INC | $46.0M | 1.48% | 130,249 | 减持 |
| 13 | UNH | UNITEDHEALTH GROUP INC | $42.6M | 1.37% | 102,523 | 减持 |
| 14 | LOW | LOWES COS INC | $42.4M | 1.36% | 192,076 | 减持 |
| 15 | AMZN | AMAZON COM INC | $41.7M | 1.34% | 174,841 | 减持 |
| 16 | CTVA | CORTEVA INC | $41.4M | 1.33% | 488,361 | 减持 |
| 17 | AXP | AMERICAN EXPRESS CO | $40.2M | 1.29% | 118,790 | 减持 |
| 18 | CSCO | CISCO SYS INC | $40.1M | 1.29% | 341,705 | 减持 |
| 19 | CAT | CATERPILLAR INC | $40.0M | 1.28% | 37,571 | 减持 |
| 20 | XOM | EXXON MOBIL CORP | $39.1M | 1.25% | 286,015 | 减持 |
| 21 | JCI | JOHNSON CONTROLS INTERNATION | $38.3M | 1.23% | 262,208 | 减持 |
| 22 | RTX | RTX CORPORATION | $37.3M | 1.20% | 196,349 | 减持 |
| 23 | ABBV | ABBVIE INC | $36.5M | 1.17% | 145,173 | 减持 |
| 24 | FAST | FASTENAL CO | $36.6M | 1.17% | 762,202 | 减持 |
| 25 | WFC | WELLS FARGO & CO | $35.8M | 1.15% | 433,686 | 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