Formidable Asset Management, LLC 13F 持仓 · 2026年Q2
Formidable Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 387 只证券，申报市值合计 6.29 亿美元。前几大持仓：AAPL（7.20%）、PG（5.80%）、NVDA（3.94%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $45.2M | 7.20% | 178,292 | 减持 |
| 2 | PG | PROCTER & GAMBLE CO | $36.5M | 5.80% | 252,440 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $24.8M | 3.94% | 141,425 | 减持 |
| 4 | KONG | ETF OPPORTUNITIES TRUST | $18.6M | 2.96% | 630,659 | 减持 |
| 5 | FORH | ETF OPPORTUNITIES TRUST | $17.8M | 2.83% | 729,772 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $17.6M | 2.80% | 47,497 | 增持 |
| 7 | META | META PLATFORMS INC | $14.5M | 2.30% | 25,339 | 减持 |
| 8 | GOOG | ALPHABET INC | $12.0M | 1.91% | 41,490 | 减持 |
| 9 | LLY | ELI LILLY & CO | $10.7M | 1.70% | 11,607 | 减持 |
| 10 | AMZN | AMAZON COM INC | $8.6M | 1.37% | 41,210 | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO | $8.1M | 1.29% | 27,555 | 增持 |
| 12 | TSLA | TESLA INC | $7.7M | 1.22% | 20,910 | 增持 |
| 13 | BABA | ALIBABA GROUP HLDG LTD | $7.5M | 1.19% | 60,749 | 增持 |
| 14 | GGN | GAMCO GLOBAL GOLD NAT RES & | $7.3M | 1.16% | 1.4M | 减持 |
| 15 | GOOGL | ALPHABET INC | $7.3M | 1.16% | 27,147 | 增持 |
| 16 | EXG | EATON VANCE TAX-MANAGED GLOB | $7.2M | 1.15% | 834,092 | 减持 |
| 17 | XOM | EXXON MOBIL CORP | $6.8M | 1.08% | 39,982 | 增持 |
| 18 | QUAL | ISHARES TR | $6.5M | 1.04% | 33,986 | 减持 |
| 19 | JNJ | JOHNSON & JOHNSON | $5.9M | 0.93% | 23,878 | 减持 |
| 20 | NEE | NEXTERA ENERGY INC | $5.8M | 0.93% | 62,702 | 减持 |
| 21 | AVGO | BROADCOM INC | $5.8M | 0.92% | 18,760 | 减持 |
| 22 | CHE | CHEMED CORP NEW | $5.1M | 0.81% | 13,148 | 减持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.0M | 0.80% | 10,461 | 减持 |
| 24 | CVX | CHEVRON CORPORATION | $4.8M | 0.76% | 22,968 | 增持 |
| 25 | JGRO | J P MORGAN EXCHANGE TRADED F | $4.6M | 0.74% | 54,796 | 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