Duncker Streett & Co Inc 13F 持仓 · 2026年Q2
Duncker Streett & Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 521 只证券，申报市值合计 5.91 亿美元。前几大持仓：AVGO（4.37%）、AAPL（4.20%）、GOOGL（3.75%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $25.8M | 4.37% | 68,416 | 减持 |
| 2 | AAPL | APPLE INC | $24.8M | 4.20% | 85,776 | 增持 |
| 3 | GOOGL | ALPHABET INC | $22.2M | 3.75% | 62,014 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $19.1M | 3.23% | 95,419 | 增持 |
| 5 | ABBV | ABBVIE INC | $16.4M | 2.78% | 65,323 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $16.1M | 2.73% | 43,228 | 增持 |
| 7 | JPM | JPMORGAN CHASE & CO | $16.1M | 2.72% | 49,116 | 减持 |
| 8 | XLK | SELECT SECTOR SPDR TR | $14.3M | 2.42% | 75,165 | 增持 |
| 9 | PANW | PALO ALTO NETWORKS INC | $13.9M | 2.35% | 40,705 | 增持 |
| 10 | MA | MASTERCARD INCORPORATED | $13.8M | 2.34% | 26,909 | 减持 |
| 11 | AMZN | AMAZON COM INC | $13.0M | 2.20% | 54,589 | 增持 |
| 12 | HEI | HEICO CORP NEW | $12.8M | 2.16% | 35,875 | 减持 |
| 13 | XOM | EXXON MOBIL CORP | $12.3M | 2.08% | 89,977 | 减持 |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $8.8M | 1.49% | 17,562 | 减持 |
| 15 | MRK | MERCK & CO INC | $8.6M | 1.46% | 67,296 | 增持 |
| 16 | DHR | DANAHER CORP DEL | $8.2M | 1.39% | 43,078 | 减持 |
| 17 | KLAC | KLA CORP | $8.0M | 1.35% | 26,405 | 增持 |
| 18 | PWR | QUANTA SVCS INC | $7.9M | 1.34% | 10,974 | 增持 |
| 19 | CRWD | CROWDSTRIKE HLDGS INC | $7.4M | 1.25% | 9,644 | 增持 |
| 20 | GS | GOLDMAN SACHS GROUP INC | $7.0M | 1.18% | 6,913 | 增持 |
| 21 | APH | AMPHENOL CORP | $6.7M | 1.13% | 37,942 | 减持 |
| 22 | LLY | ELI LILLY & CO | $6.7M | 1.13% | 5,580 | 增持 |
| 23 | IWM | ISHARES TR | $6.6M | 1.12% | 21,986 | 增持 |
| 24 | LOW | LOWES COS INC | $5.8M | 0.98% | 26,362 | 减持 |
| 25 | GOOG | ALPHABET INC | $5.7M | 0.96% | 16,048 | 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