Core Wealth Partners LLC 13F 持仓 · 2026年Q2
Core Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 189 只证券，申报市值合计 2.35 亿美元。前几大持仓：ROK（8.83%）、AAPL（7.56%）、BRKB（2.83%）。本季前 25 大持仓中：增持 8 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ROK | ROCKWELL AUTOMATION INC | $20.7M | 8.83% | 41,841 | 增持 |
| 2 | AAPL | APPLE INC | $17.7M | 7.56% | 61,326 | 减持 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.6M | 2.83% | 13,255 | 减持 |
| 4 | GOOGL | ALPHABET INC | $6.2M | 2.65% | 17,391 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $5.9M | 2.51% | 15,768 | 减持 |
| 6 | AMZN | AMAZON COM INC | $5.1M | 2.18% | 21,426 | 减持 |
| 7 | CGCP | CAPITAL GRP FIXED INCM ETF T | $5.1M | 2.17% | 228,021 | 减持 |
| 8 | NVDA | NVIDIA CORPORATION | $4.6M | 1.97% | 23,095 | 减持 |
| 9 | AME | AMETEK INC | $4.4M | 1.86% | 18,000 | 持平 |
| 10 | JAAA | JANUS DETROIT STR TR | $4.2M | 1.81% | 84,109 | 增持 |
| 11 | SGOV | ISHARES TR | $4.0M | 1.69% | 39,327 | 减持 |
| 12 | FIXD | FIRST TR EXCHNG TRADED FD VI | $3.7M | 1.58% | 84,881 | 增持 |
| 13 | BIL | SPDR SERIES TRUST | $3.7M | 1.56% | 39,941 | 减持 |
| 14 | JPM | JPMORGAN CHASE & CO | $3.5M | 1.49% | 10,716 | 减持 |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $3.4M | 1.45% | 3,628 | 减持 |
| 16 | AVGO | BROADCOM INC | $3.3M | 1.40% | 8,682 | 减持 |
| 17 | XOM | EXXON MOBIL CORP | $3.2M | 1.37% | 23,601 | 减持 |
| 18 | BA | BOEING CO | $3.1M | 1.32% | 14,341 | 减持 |
| 19 | VOO | VANGUARD INDEX FDS | $3.1M | 1.30% | 4,452 | 增持 |
| 20 | TSLA | TESLA INC | $3.0M | 1.27% | 7,076 | 增持 |
| 21 | JNJ | JOHNSON & JOHNSON | $2.9M | 1.25% | 11,580 | 减持 |
| 22 | GOOG | ALPHABET INC | $2.7M | 1.14% | 7,583 | 增持 |
| 23 | UCON | FIRST TR EXCHNG TRADED FD VI | $2.6M | 1.11% | 104,345 | 增持 |
| 24 | SHV | ISHARES TR | $2.6M | 1.09% | 23,186 | 减持 |
| 25 | SWKS | SKYWORKS SOLUTIONS INC | $2.6M | 1.09% | 37,867 | 增持 |
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