Haverford Financial Services, Inc. 13F 持仓 · 2026年Q2
Haverford Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 3.39 亿美元。前几大持仓：AAPL（7.42%）、GOOGL（6.19%）、NVDA（5.82%）。本季前 25 大持仓中：新建仓 2 只、增持 2 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $25.2M | 7.42% | 87,030 | 减持 |
| 2 | GOOGL | ALPHABET INC | $21.0M | 6.19% | 58,780 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $19.7M | 5.82% | 98,597 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $18.7M | 5.53% | 50,246 | 减持 |
| 5 | JPM | JPMORGAN CHASE & CO | $18.4M | 5.42% | 56,133 | 减持 |
| 6 | RTX | RTX CORPORATION | $16.4M | 4.83% | 86,357 | 减持 |
| 7 | COST | COSTCO WHOLESALE CORPORATION | $15.7M | 4.62% | 16,744 | 减持 |
| 8 | LLY | ELI LILLY & CO | $15.3M | 4.52% | 12,795 | 减持 |
| 9 | MA | MASTERCARD INCORPORATED | $13.4M | 3.94% | 26,054 | 减持 |
| 10 | ETN | EATON CORP PLC | $13.3M | 3.93% | 31,271 | 减持 |
| 11 | JNJ | JOHNSON & JOHNSON | $12.7M | 3.73% | 49,826 | 减持 |
| 12 | BLK | BLACKROCK INC | $12.0M | 3.54% | 12,494 | 减持 |
| 13 | TJX | TJX COS INC NEW | $11.1M | 3.29% | 73,557 | 减持 |
| 14 | NEE | NEXTERA ENERGY INC | $9.1M | 2.69% | 103,795 | 减持 |
| 15 | TXN | TEXAS INSTRS INC | $8.1M | 2.38% | 27,114 | 减持 |
| 16 | AVGO | BROADCOM INC | $7.3M | 2.14% | 19,208 | 增持 |
| 17 | MCK | MCKESSON CORP | $7.2M | 2.13% | 9,564 | 减持 |
| 18 | PEP | PEPSICO INC | $7.1M | 2.10% | 52,679 | 减持 |
| 19 | LOW | LOWES COS INC | $7.0M | 2.08% | 31,961 | 减持 |
| 20 | HONA | HONEYWELL AEROSPACE INC | $6.8M | 2.02% | 30,981 | 新建仓 |
| 21 | HON | HONEYWELL INTL INC | $6.6M | 1.95% | 29,481 | 新建仓 |
| 22 | SPGI | S&P GLOBAL INC | $6.2M | 1.84% | 15,338 | 增持 |
| 23 | META | META PLATFORMS INC | $6.1M | 1.78% | 10,747 | 减持 |
| 24 | KO | COCA COLA CO | $5.8M | 1.70% | 71,092 | 减持 |
| 25 | ACN | ACCENTURE PLC IRELAND | $5.2M | 1.53% | 41,790 | 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