Hamel Associates, Inc. 13F 持仓 · 2026年Q2
Hamel Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 92 只证券，申报市值合计 3.63 亿美元。前几大持仓：SCHY（7.08%）、AAPL（4.74%）、JNJ（4.55%）。本季前 25 大持仓中：新建仓 1 只、增持 3 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHY | SCHWAB STRATEGIC TR | $25.7M | 7.08% | 808,765 | 减持 |
| 2 | AAPL | APPLE INC | $17.2M | 4.74% | 59,477 | 减持 |
| 3 | JNJ | JOHNSON & JOHNSON | $16.5M | 4.55% | 64,967 | 减持 |
| 4 | GOOG | ALPHABET INC | $16.5M | 4.54% | 46,642 | 减持 |
| 5 | WMT | WALMART INC | $15.5M | 4.28% | 137,247 | 减持 |
| 6 | CB | CHUBB LIMITED | $12.2M | 3.38% | 35,931 | 减持 |
| 7 | MRK | MERCK & CO INC | $11.9M | 3.28% | 92,513 | 减持 |
| 8 | VTIP | VANGUARD MALVERN FDS | $11.7M | 3.22% | 232,135 | 新建仓 |
| 9 | XOM | EXXON MOBIL CORP | $11.5M | 3.16% | 83,833 | 减持 |
| 10 | BNY | BANK OF NY MELLON CORP | $11.3M | 3.12% | 78,197 | 减持 |
| 11 | COP | CONOCOPHILLIPS | $9.5M | 2.62% | 91,424 | 减持 |
| 12 | PG | PROCTER & GAMBLE CO | $8.4M | 2.32% | 57,457 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $8.0M | 2.21% | 21,522 | 增持 |
| 14 | KO | COCA COLA CO | $7.9M | 2.18% | 97,406 | 减持 |
| 15 | ITW | ILLINOIS TOOL WKS INC | $7.9M | 2.17% | 29,101 | 减持 |
| 16 | CVX | CHEVRON CORPORATION | $7.5M | 2.08% | 45,454 | 减持 |
| 17 | AMGN | AMGEN INC | $7.3M | 2.00% | 20,068 | 减持 |
| 18 | TFLO | ISHARES TR | $7.1M | 1.97% | 140,840 | 减持 |
| 19 | IBDT | ISHARES TR | $6.6M | 1.83% | 262,251 | 减持 |
| 20 | GLD | SPDR GOLD TR | $6.5M | 1.80% | 17,757 | 增持 |
| 21 | IBDS | ISHARES TR | $6.4M | 1.78% | 265,974 | 减持 |
| 22 | NVS | NOVARTIS AG | $6.3M | 1.75% | 40,423 | 减持 |
| 23 | UNP | UNION PAC CORP | $6.0M | 1.66% | 22,157 | 减持 |
| 24 | ED | CONSOLIDATED EDISON INC | $5.7M | 1.58% | 51,867 | 持平 |
| 25 | IBDU | ISHARES TR | $5.7M | 1.57% | 245,615 | 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