Daymark Wealth Partners, LLC 13F 持仓 · 2026年Q2
Daymark Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 810 只证券，申报市值合计 40.98 亿美元。前几大持仓：AAPL（6.07%）、NVDA（5.26%）、VOO（3.09%）。本季前 25 大持仓中：新建仓 2 只、增持 18 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $248.6M | 6.07% | 859,143 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $215.7M | 5.26% | 1.1M | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $126.5M | 3.09% | 184,141 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $124.2M | 3.03% | 332,878 | 增持 |
| 5 | GOOGL | ALPHABET INC | $117.1M | 2.86% | 327,676 | 增持 |
| 6 | AMZN | AMAZON COM INC | $105.4M | 2.57% | 442,086 | 增持 |
| 7 | JPM | JPMORGAN CHASE & CO | $101.8M | 2.48% | 311,115 | 增持 |
| 8 | PG | PROCTER AND GAMBLE CO | $77.6M | 1.89% | 529,215 | 增持 |
| 9 | SHW | SHERWIN WILLIAMS CO | $77.0M | 1.88% | 223,762 | 增持 |
| 10 | JCPB | J P MORGAN EXCHANGE TRADED F | $69.0M | 1.68% | 1.5M | 增持 |
| 11 | JNJ | JOHNSON & JOHNSON | $67.7M | 1.65% | 266,410 | 增持 |
| 12 | AVGO | BROADCOM INC | $64.8M | 1.58% | 171,487 | 增持 |
| 13 | AMGN | AMGEN INC | $54.5M | 1.33% | 150,438 | 减持 |
| 14 | GOOG | ALPHABET INC | $52.7M | 1.29% | 149,154 | 增持 |
| 15 | RECS | COLUMBIA ETF TR I | $49.0M | 1.20% | 1.1M | 增持 |
| 16 | JIRE | J P MORGAN EXCHANGE TRADED F | $48.9M | 1.19% | 592,253 | 增持 |
| 17 | V | VISA INC | $48.1M | 1.17% | 140,198 | 增持 |
| 18 | BIV | VANGUARD BD INDEX FDS | $44.2M | 1.08% | 575,881 | 新建仓 |
| 19 | XOM | EXXON MOBIL CORP | $44.5M | 1.08% | 325,142 | 新建仓 |
| 20 | CSCO | CISCO SYS INC | $39.9M | 0.97% | 339,642 | 增持 |
| 21 | PWR | QUANTA SVCS INC | $39.4M | 0.96% | 54,669 | 减持 |
| 22 | PANW | PALO ALTO NETWORKS INC | $38.6M | 0.94% | 113,333 | 减持 |
| 23 | PGR | PROGRESSIVE CORP | $37.2M | 0.91% | 170,340 | 减持 |
| 24 | JGRO | J P MORGAN EXCHANGE TRADED F | $35.9M | 0.88% | 364,062 | 减持 |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $35.4M | 0.86% | 60,898 | 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