Delta Financial Advisors LLC 13F 持仓 · 2026年Q2
Delta Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 152 只证券，申报市值合计 4.21 亿美元。前几大持仓：AAPL（5.51%）、SPY（5.34%）、AMAT（5.17%）。本季前 25 大持仓中：减持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Computer Inc | $23.2M | 5.51% | 80,120 | 减持 |
| 2 | SPY | S P D R TRUST Unit SR | $22.5M | 5.34% | 30,116 | 减持 |
| 3 | AMAT | Applied Materials Inc | $21.8M | 5.17% | 30,132 | 减持 |
| 4 | NVDA | Nvidia Corp | $17.1M | 4.06% | 85,451 | 减持 |
| 5 | GOOG | Alphabet Inc Cl C (Google Cl C) | $15.8M | 3.76% | 44,852 | 减持 |
| 6 | MSFT | Microsoft Corp | $13.3M | 3.16% | 35,703 | 减持 |
| 7 | GS | Goldman Sachs Group Inc | $9.1M | 2.16% | 9,003 | 减持 |
| 8 | TJX | T J X Cos Inc | $9.0M | 2.14% | 59,529 | 减持 |
| 9 | V | Visa Inc Class A | $8.7M | 2.06% | 25,220 | 减持 |
| 10 | AMZN | Amazon Com Inc | $7.8M | 1.84% | 32,579 | 减持 |
| 11 | EFA | IShares Tr MSCI EAFE Fd | $6.9M | 1.65% | 66,876 | 减持 |
| 12 | JPM | J P Morgan Chase & Co | $6.9M | 1.64% | 21,085 | 减持 |
| 13 | BRKB | Berkshire Hathaway Cl B | $6.8M | 1.62% | 13,639 | 减持 |
| 14 | COST | Costco Wholesale Corp | $6.5M | 1.55% | 6,975 | 减持 |
| 15 | JNJ | Johnson & Johnson | $6.5M | 1.54% | 25,593 | 减持 |
| 16 | NUE | Nucor Corp | $6.5M | 1.54% | 29,147 | 减持 |
| 17 | BNY | Bank Of New York Mellon C | $6.4M | 1.53% | 44,510 | 减持 |
| 18 | IAU | Ishares Tr Comex Gold | $6.1M | 1.46% | 81,171 | 持平 |
| 19 | AVGO | Broadcom Inc Com | $5.9M | 1.40% | 15,558 | 减持 |
| 20 | RTX | RTX Corp | $5.9M | 1.40% | 31,009 | 减持 |
| 21 | WMT | Wal-Mart Stores Inc | $5.8M | 1.37% | 51,012 | 减持 |
| 22 | SMH | Vaneck Vctrs Semiconductor ETF | $5.6M | 1.33% | 8,518 | 减持 |
| 23 | XLK | Sector Spdr Tech Select | $5.3M | 1.27% | 27,970 | 减持 |
| 24 | PG | Procter & Gamble Co | $5.3M | 1.26% | 36,294 | 减持 |
| 25 | ETR | Entergy Corp New | $4.9M | 1.17% | 42,758 | 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