DDD Partners, LLC 13F 持仓 · 2026年Q2
DDD Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 164 只证券，申报市值合计 16.04 亿美元。前几大持仓：MSFT（26.72%）、BRKB（3.52%）、AAPL（3.00%）。本季前 25 大持仓中：新建仓 5 只、增持 9 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $428.5M | 26.72% | 1.1M | 减持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $56.4M | 3.52% | 112,658 | 减持 |
| 3 | AAPL | APPLE INC | $48.1M | 3.00% | 166,144 | 增持 |
| 4 | AMZN | AMAZON COM INC | $44.1M | 2.75% | 185,222 | 增持 |
| 5 | NWPX | NWPX INFRASTRUCTURE INC | $37.4M | 2.33% | 249,520 | 减持 |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $31.7M | 1.98% | 33,927 | 增持 |
| 7 | AVGO | BROADCOM INC | $30.5M | 1.90% | 80,758 | 增持 |
| 8 | GOOG | ALPHABET INC | $29.0M | 1.81% | 82,077 | 增持 |
| 9 | CMI | CUMMINS INC | $27.4M | 1.71% | 38,457 | 减持 |
| 10 | SPYM | SPDR SERIES TRUST | $26.2M | 1.63% | 297,704 | 增持 |
| 11 | CSCO | CISCO SYS INC | $25.2M | 1.57% | 214,668 | 减持 |
| 12 | DHR | DANAHER CORP DEL | $25.1M | 1.57% | 131,956 | 增持 |
| 13 | MRK | MERCK & CO INC | $24.5M | 1.53% | 190,549 | 新建仓 |
| 14 | NVDA | NVIDIA CORPORATION | $23.6M | 1.47% | 118,084 | 减持 |
| 15 | BAC | BANK OF AMER CORP | $23.2M | 1.45% | 407,855 | 增持 |
| 16 | GPC | GENUINE PARTS CO | $22.9M | 1.43% | 193,933 | 减持 |
| 17 | JHX | JAMES HARDIE INDS PLC | $22.7M | 1.42% | 866,921 | 新建仓 |
| 18 | MU | MICRON TECHNOLOGY INC | $22.7M | 1.42% | 19,682 | 新建仓 |
| 19 | TXN | TEXAS INSTRS INC | $22.8M | 1.42% | 76,410 | 新建仓 |
| 20 | QCOM | QUALCOMM INC | $21.8M | 1.36% | 118,071 | 减持 |
| 21 | CB | CHUBB LIMITED | $21.5M | 1.34% | 63,209 | 减持 |
| 22 | RELL | RICHARDSON ELECTRS LTD | $21.1M | 1.32% | 1.1M | 减持 |
| 23 | WSO | WATSCO INC | $21.0M | 1.31% | 50,426 | 减持 |
| 24 | ELV | ELEVANCE HEALTH INC FORMERLY | $20.6M | 1.28% | 53,145 | 新建仓 |
| 25 | ORI | OLD REP INTL CORP | $20.6M | 1.28% | 503,157 | 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