Dillon & Associates Inc 13F 持仓 · 2026年Q2
Dillon & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 8.17 亿美元。前几大持仓：NVDA（20.76%）、AAPL（8.88%）、GOOGL（8.41%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | $169.6M | 20.76% | 848,222 | 减持 |
| 2 | AAPL | Apple Inc | $72.6M | 8.88% | 251,126 | 减持 |
| 3 | GOOGL | Alphabet Inc CL A | $68.7M | 8.41% | 192,561 | 减持 |
| 4 | PANW | Palo Alto Networks | $43.6M | 5.34% | 127,941 | 增持 |
| 5 | V | VISA Inc | $40.3M | 4.94% | 117,613 | 增持 |
| 6 | SYK | Stryker Corp | $29.7M | 3.63% | 94,225 | 增持 |
| 7 | AMZN | Amazon.com Inc | $24.4M | 2.98% | 102,422 | 增持 |
| 8 | CASY | Casey's General Stores | $24.3M | 2.98% | 30,585 | 增持 |
| 9 | ABT | Abbott Laboratories | $23.0M | 2.81% | 252,404 | 增持 |
| 10 | GOOG | Alphabet Inc CL C | $20.3M | 2.49% | 57,547 | 减持 |
| 11 | ORLY | O'Reilly Automotive Inc | $17.5M | 2.14% | 189,729 | 减持 |
| 12 | ADP | Automatic Data Proc | $16.7M | 2.05% | 74,710 | 增持 |
| 13 | APD | Air Products & Chemicals | $16.6M | 2.04% | 56,812 | 减持 |
| 14 | ECL | Ecolab Inc | $16.6M | 2.03% | 59,520 | 增持 |
| 15 | ISRG | Intuitive Surgical | $16.2M | 1.98% | 40,683 | 增持 |
| 16 | NSC | Norfolk Southern Corp | $15.5M | 1.90% | 49,318 | 增持 |
| 17 | LOW | Lowe's Companies Inc | $15.3M | 1.87% | 69,382 | 减持 |
| 18 | LLY | Lilly (Eli) | $14.5M | 1.77% | 12,093 | 增持 |
| 19 | COST | Costco Wholesale Corp | $13.6M | 1.66% | 14,503 | 增持 |
| 20 | ETN | Eaton Corp PLC | $10.5M | 1.29% | 24,693 | 增持 |
| 21 | DHR | Danaher Corporation | $10.4M | 1.28% | 54,953 | 减持 |
| 22 | CNI | Canadian Nat'l Railway | $8.7M | 1.06% | 73,054 | 增持 |
| 23 | MSFT | Microsoft Corp | $8.7M | 1.06% | 23,204 | 增持 |
| 24 | RTX | RTX Corp | $7.8M | 0.95% | 40,908 | 增持 |
| 25 | NEE | NextEra Energy Inc | $7.6M | 0.94% | 86,923 | 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