Enhancing Capital LLC 13F 持仓 · 2026年Q2
Enhancing Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 90 只证券，申报市值合计 1.45 亿美元。前几大持仓：LLY（6.84%）、MSFT（6.49%）、NVDA（5.84%）。本季前 25 大持仓中：增持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $10.0M | 6.84% | 8,300 | 持平 |
| 2 | MSFT | MICROSOFT CORP | $9.4M | 6.49% | 25,319 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $8.5M | 5.84% | 42,452 | 持平 |
| 4 | JPM | JPMORGAN CHASE & CO | $7.5M | 5.18% | 23,000 | 持平 |
| 5 | CMI | CUMMINS INC | $5.1M | 3.51% | 7,164 | 增持 |
| 6 | NEE | NEXTERA ENERGY INC | $4.5M | 3.11% | 51,600 | 持平 |
| 7 | SGOV | ISHARES TR | $4.5M | 3.08% | 44,476 | 持平 |
| 8 | AEP | AMERICAN ELEC PWR CO INC | $4.1M | 2.85% | 30,300 | 持平 |
| 9 | JNJ | JOHNSON & JOHNSON | $4.0M | 2.72% | 15,600 | 持平 |
| 10 | AMZN | AMAZON COM INC | $3.9M | 2.69% | 16,410 | 增持 |
| 11 | CSCO | CISCO SYS INC | $3.9M | 2.68% | 33,192 | 持平 |
| 12 | TXN | TEXAS INSTRS INC | $3.9M | 2.66% | 13,000 | 持平 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $3.4M | 2.32% | 3,606 | 增持 |
| 14 | CVX | CHEVRON CORPORATION | $3.4M | 2.32% | 20,360 | 持平 |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.4M | 2.31% | 6,700 | 持平 |
| 16 | WM | WASTE MGMT INC DEL | $2.9M | 2.01% | 13,100 | 持平 |
| 17 | RTX | RTX CORPORATION | $2.9M | 1.99% | 15,279 | 持平 |
| 18 | MRK | MERCK & CO INC | $2.8M | 1.95% | 22,067 | 持平 |
| 19 | LNT | ALLIANT ENERGY CORP | $2.4M | 1.66% | 31,560 | 持平 |
| 20 | FULT | FULTON FINL CORP PA | $2.3M | 1.59% | 95,826 | 持平 |
| 21 | GOOGL | ALPHABET INC | $2.2M | 1.50% | 6,100 | 持平 |
| 22 | BMY | BRISTOL-MYERS SQUIBB CO | $2.1M | 1.48% | 37,300 | 持平 |
| 23 | V | VISA INC | $1.9M | 1.30% | 5,500 | 持平 |
| 24 | WMT | WALMART INC | $1.9M | 1.28% | 16,500 | 持平 |
| 25 | CNM | CORE & MAIN INC | $1.8M | 1.25% | 37,599 | 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