Greatmark Investment Partners, Inc. 13F 持仓 · 2026年Q2

Greatmark Investment Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 153 只证券，申报市值合计 9.06 亿美元。前几大持仓：AFL（7.92%）、MPC（4.56%）、AAPL（4.47%）。本季前 25 大持仓中：增持 9 只、减持 16 只。

排名	代码	公司	市值	占组合	股数	变动
1	AFL	AFLAC INC COM	$71.8M	7.92%	612,354	减持
2	MPC	MARATHON PETE CORP COM	$41.3M	4.56%	161,649	减持
3	AAPL	APPLE INC COM	$40.5M	4.47%	139,961	减持
4	AXP	AMERICAN EXPRESS CO COM	$39.2M	4.33%	115,991	减持
5	QCOM	QUALCOMM INC COM	$33.7M	3.71%	182,150	减持
6	AN	AUTONATION INC COM	$31.2M	3.44%	167,953	增持
7	SCHW	CHARLES SCHWAB CORPORATION COM	$31.0M	3.41%	335,492	增持
8	JNJ	JOHNSON & JOHNSON COM	$29.1M	3.21%	114,692	减持
9	MSFT	MICROSOFT CORP COM	$26.1M	2.88%	69,926	减持
10	AMGN	AMGEN INC COM	$25.8M	2.85%	71,294	增持
11	ASO	ACADEMY SPORTS & OUTDOORS INC COM	$24.5M	2.70%	519,047	减持
12	DVN	DEVON ENERGY CORP NEW COM	$23.9M	2.63%	577,265	减持
13	AMZN	AMAZON COM INC COM	$23.5M	2.59%	98,496	减持
14	AMP	AMERIPRISE FINL INC COM	$22.3M	2.46%	48,630	增持
15	LOW	LOWES COS INC COM	$21.2M	2.34%	96,020	增持
16	TRV	TRAVELERS COMPANIES INC COM	$20.7M	2.28%	62,598	增持
17	RH	RH COM	$20.5M	2.26%	124,326	增持
18	PYPL	PAYPAL HLDGS INC COM	$18.9M	2.09%	437,801	增持
19	GWW	WW GRAINGER INC COM	$18.4M	2.03%	13,555	减持
20	KO	COCA COLA CO COM	$17.1M	1.89%	210,946	减持
21	NFLX	NETFLIX INC. COM	$16.7M	1.84%	233,649	减持
22	ELV	ELEVANCE HEALTH INC FORMERLY A COM	$15.3M	1.69%	39,576	增持
23	CSCO	CISCO SYS INC COM	$13.8M	1.53%	117,886	减持
24	HD	HOME DEPOT INC COM	$12.0M	1.33%	34,137	减持
25	CVS	CVS HEALTH CORP COM	$11.4M	1.26%	110,539	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