Hager Investment Management Services, LLC 13F 持仓 · 2026年Q2
Hager Investment Management Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 352 只证券，申报市值合计 2.17 亿美元。前几大持仓：AVGO（4.87%）、AAPL（4.49%）、NVDA（4.20%）。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 | AVGO | BROADCOM INC COM | $10.6M | 4.87% | 28,026 | 减持 |
| 2 | AAPL | APPLE INC COM | $9.8M | 4.49% | 33,727 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION COM | $9.1M | 4.20% | 45,607 | 减持 |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | $8.7M | 4.00% | 24,361 | 减持 |
| 5 | MSFT | MICROSOFT CORP COM | $6.6M | 3.03% | 17,677 | 增持 |
| 6 | GLW | CORNING INC COM | $5.7M | 2.64% | 22,432 | 减持 |
| 7 | LLY | ELI LILLY & CO COM | $5.5M | 2.53% | 4,593 | 减持 |
| 8 | MRVL | MARVELL TECHNOLOGY INC COM | $5.2M | 2.41% | 17,621 | 减持 |
| 9 | META | META PLATFORMS INC CL A | $4.8M | 2.22% | 8,585 | 增持 |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.8M | 2.21% | 41,227 | 增持 |
| 11 | AMZN | AMAZON COM INC COM | $4.5M | 2.08% | 18,976 | 减持 |
| 12 | AMD | ADVANCED MICRO DEVICES INC COM | $4.4M | 2.01% | 7,513 | 减持 |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $4.4M | 2.01% | 9,136 | 减持 |
| 14 | CSCO | CISCO SYS INC COM | $4.2M | 1.93% | 35,707 | 减持 |
| 15 | NFLX | NETFLIX INC. COM | $4.1M | 1.90% | 57,948 | 增持 |
| 16 | MU | MICRON TECHNOLOGY INC COM | $4.1M | 1.89% | 3,569 | 增持 |
| 17 | APH | AMPHENOL CORP CL A | $4.0M | 1.86% | 22,947 | 减持 |
| 18 | KLAC | KLA CORP COM NEW | $4.0M | 1.85% | 13,361 | 增持 |
| 19 | CAT | CATERPILLAR INC COM | $4.0M | 1.83% | 3,742 | 减持 |
| 20 | DELL | DELL TECHNOLOGIES INC CL C | $4.0M | 1.83% | 9,217 | 减持 |
| 21 | JPM | JPMORGAN CHASE & CO COM | $3.8M | 1.73% | 11,515 | 减持 |
| 22 | HD | HOME DEPOT INC COM | $3.7M | 1.72% | 10,621 | 增持 |
| 23 | COST | COSTCO WHOLESALE CORPORATION COM | $3.4M | 1.58% | 3,670 | 减持 |
| 24 | WMT | WALMART INC COM | $3.3M | 1.53% | 29,372 | 减持 |
| 25 | TOL | TOLL BROTHERS INC COM | $3.2M | 1.45% | 19,163 | 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