Edgemoor Investment Advisors, Inc. 13F 持仓 · 2026年Q2
Edgemoor Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 188 只证券，申报市值合计 14.66 亿美元。前几大持仓：AMAT（7.24%）、AAPL（6.74%）、URI（5.37%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | $106.1M | 7.24% | 146,720 | 减持 |
| 2 | AAPL | APPLE INC | $98.7M | 6.74% | 341,236 | 减持 |
| 3 | URI | UNITED RENTALS INC | $78.7M | 5.37% | 69,431 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $78.2M | 5.34% | 209,741 | 增持 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $75.2M | 5.13% | 150,326 | 减持 |
| 6 | GOOG | ALPHABET INC | $71.4M | 4.87% | 201,966 | 减持 |
| 7 | AVGO | BROADCOM INC | $62.7M | 4.28% | 166,101 | 减持 |
| 8 | GOOGL | ALPHABET INC | $55.3M | 3.77% | 154,840 | 增持 |
| 9 | LOW | LOWES COS INC | $43.9M | 2.99% | 198,931 | 增持 |
| 10 | AMZN | AMAZON COM INC | $43.2M | 2.95% | 181,457 | 减持 |
| 11 | WSM | WILLIAMS SONOMA INC | $39.8M | 2.71% | 170,565 | 减持 |
| 12 | NVDA | NVIDIA CORPORATION | $35.8M | 2.44% | 178,764 | 增持 |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.2M | 2.26% | 69,451 | 减持 |
| 14 | VRTX | VERTEX PHARMACEUTICALS INC | $27.3M | 1.86% | 55,020 | 减持 |
| 15 | JCI | JOHNSON CONTROLS INTERNATION | $26.9M | 1.83% | 183,836 | 减持 |
| 16 | V | VISA INC | $21.2M | 1.45% | 61,800 | 增持 |
| 17 | C | CITIGROUP INC | $20.7M | 1.41% | 147,759 | 增持 |
| 18 | GD | GENERAL DYNAMICS CORP | $20.4M | 1.39% | 57,714 | 减持 |
| 19 | BX | BLACKSTONE INC | $18.7M | 1.28% | 159,293 | 增持 |
| 20 | BLK | BLACKROCK INC | $17.9M | 1.22% | 18,620 | 增持 |
| 21 | LEN | LENNAR CORP | $17.9M | 1.22% | 197,624 | 减持 |
| 22 | SCHW | SCHWAB CHARLES CORP | $17.9M | 1.22% | 193,819 | 增持 |
| 23 | AEP | AMERICAN ELEC PWR CO INC | $16.9M | 1.15% | 123,349 | 减持 |
| 24 | DE | DEERE & CO | $16.8M | 1.14% | 26,406 | 增持 |
| 25 | SPG | SIMON PPTY GROUP INC NEW | $15.5M | 1.05% | 69,083 | 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