Howland Capital Management LLC 13F 持仓 · 2026年Q2
Howland Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 278 只证券，申报市值合计 27.73 亿美元。前几大持仓：VEU（6.61%）、GOOGL（6.37%）、AAPL（5.54%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEU | VANGUARD INTL EQUITY INDEX F | $183.2M | 6.61% | 2.2M | 增持 |
| 2 | GOOGL | ALPHABET INC | $176.6M | 6.37% | 494,124 | 减持 |
| 3 | AAPL | APPLE INC | $153.6M | 5.54% | 530,934 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $125.3M | 4.52% | 626,042 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $102.4M | 3.69% | 274,435 | 减持 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $89.3M | 3.22% | 178,472 | 减持 |
| 7 | APH | AMPHENOL CORP | $80.7M | 2.91% | 456,878 | 减持 |
| 8 | AMZN | AMAZON COM INC | $80.0M | 2.89% | 335,792 | 减持 |
| 9 | TJX | TJX COS INC NEW | $62.3M | 2.25% | 411,442 | 减持 |
| 10 | V | VISA INC | $60.9M | 2.20% | 177,386 | 减持 |
| 11 | VOO | VANGUARD INDEX FDS | $60.3M | 2.18% | 87,854 | 增持 |
| 12 | META | META PLATFORMS INC | $55.9M | 2.02% | 99,202 | 减持 |
| 13 | ECL | ECOLAB INC | $48.8M | 1.76% | 174,551 | 减持 |
| 14 | ORLY | OREILLY AUTOMOTIVE INC | $45.6M | 1.64% | 495,212 | 减持 |
| 15 | SPGI | S&P GLOBAL INC | $40.5M | 1.46% | 99,462 | 减持 |
| 16 | SYK | STRYKER CORPORATION | $39.3M | 1.42% | 124,552 | 增持 |
| 17 | WMT | WALMART INC | $37.8M | 1.36% | 333,860 | 减持 |
| 18 | IBDR | ISHARES TR | $36.2M | 1.31% | 1.5M | 增持 |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC | $35.0M | 1.26% | 69,813 | 减持 |
| 20 | TEL | TE CONNECTIVITY PLC | $34.4M | 1.24% | 170,848 | 减持 |
| 21 | WSO | WATSCO INC | $33.5M | 1.21% | 80,495 | 减持 |
| 22 | DHR | DANAHER CORP DEL | $33.2M | 1.20% | 173,960 | 减持 |
| 23 | IBDT | ISHARES TR | $33.1M | 1.19% | 1.3M | 增持 |
| 24 | IBDS | ISHARES TR | $32.4M | 1.17% | 1.3M | 增持 |
| 25 | CB | CHUBB LIMITED | $32.2M | 1.16% | 94,091 | 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