GPM Growth Investors, Inc. 13F 持仓 · 2026年Q2
GPM Growth Investors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 43 只证券，申报市值合计 2.39 亿美元。前几大持仓：GOOGL（9.66%）、BSCV（6.79%）、MSFT（6.18%）。本季前 25 大持仓中：新建仓 2 只、增持 4 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $23.1M | 9.66% | 64,721 | 减持 |
| 2 | BSCV | INVESCO EXCH TRD SLF IDX FD | $16.3M | 6.79% | 991,889 | 新建仓 |
| 3 | MSFT | MICROSOFT CORP | $14.8M | 6.18% | 39,706 | 减持 |
| 4 | AMZN | AMAZON COM INC | $12.0M | 5.02% | 50,427 | 减持 |
| 5 | AAPL | APPLE INC | $12.0M | 5.00% | 41,387 | 减持 |
| 6 | SCHG | SCHWAB STRATEGIC TR | $11.3M | 4.74% | 335,299 | 减持 |
| 7 | ADI | ANALOG DEVICES INC | $11.3M | 4.71% | 28,382 | 减持 |
| 8 | BSCT | INVESCO EXCH TRD SLF IDX FD | $10.8M | 4.52% | 583,177 | 减持 |
| 9 | V | VISA INC | $9.2M | 3.83% | 26,747 | 减持 |
| 10 | BSCU | INVESCO EXCH TRD SLF IDX FD | $8.8M | 3.67% | 528,408 | 增持 |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $8.6M | 3.58% | 9,169 | 减持 |
| 12 | SCHX | SCHWAB STRATEGIC TR | $7.9M | 3.29% | 267,308 | 减持 |
| 13 | BSJU | INVESCO EXCH TRD SLF IDX FD | $6.5M | 2.72% | 251,932 | 增持 |
| 14 | HEIA | HEICO CORP NEW | $6.1M | 2.56% | 23,761 | 减持 |
| 15 | SYK | STRYKER CORPORATION | $6.0M | 2.50% | 19,037 | 减持 |
| 16 | MCHP | MICROCHIP TECHNOLOGY INC. | $5.5M | 2.29% | 60,121 | 减持 |
| 17 | ORCL | ORACLE CORP | $5.5M | 2.29% | 37,488 | 减持 |
| 18 | BSJS | INVESCO EXCH TRD SLF IDX FD | $5.2M | 2.17% | 239,447 | 减持 |
| 19 | META | META PLATFORMS INC | $4.7M | 1.98% | 8,417 | 减持 |
| 20 | XMMO | INVESCO EXCHANGE TRADED FD T | $4.6M | 1.91% | 26,832 | 增持 |
| 21 | MCD | MCDONALDS CORP | $4.4M | 1.82% | 16,162 | 减持 |
| 22 | CSX | CSX CORP | $4.2M | 1.74% | 87,484 | 减持 |
| 23 | SPMO | INVESCO EXCH TRADED FD TR II | $3.6M | 1.49% | 22,121 | 新建仓 |
| 24 | WM | WASTE MGMT INC DEL | $3.6M | 1.49% | 16,050 | 减持 |
| 25 | VGT | VANGUARD WORLD FD | $3.4M | 1.44% | 28,756 | 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