Hutchinson Financial Advisors, INC 13F 持仓 · 最近申报 2025年Q3
Hutchinson Financial Advisors 在 2025年Q3(报告期截至 2025-09-30)的 SEC 13F 申报中报告了 67 只证券,申报市值合计 1.02 亿美元。前几大持仓:MSFT(4.84%)、GOOGL(3.74%)、GLDM(3.66%)。本季前 25 大持仓中:增持 20 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | $4.9M | 4.84% | 9,502 | 增持 |
| 2 | GOOGL | ALPHABET INC CL A | $3.8M | 3.74% | 15,645 | 增持 |
| 3 | GLDM | WORLD GOLD TR SPDR GOLD MINISHARES TR NEW | $3.7M | 3.66% | 48,768 | 增持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.5M | 3.48% | 7,039 | 增持 |
| 5 | AAPL | APPLE INC COM | $3.3M | 3.24% | 12,942 | 增持 |
| 6 | SPYM | SPDR SER TR PORTFOLIO S&P 500 ETF | $3.1M | 3.07% | 39,898 | 减持 |
| 7 | BILS | SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF | $2.9M | 2.82% | 28,803 | 增持 |
| 8 | V | VISA INC COM CL A | $2.9M | 2.81% | 8,378 | 增持 |
| 9 | HON | HONEYWELL INTL INC COM | $2.8M | 2.72% | 13,158 | 增持 |
| 10 | AMZN | AMAZON COM INC COM | $2.7M | 2.67% | 12,351 | 增持 |
| 11 | SPDW | SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF | $2.7M | 2.65% | 63,172 | 增持 |
| 12 | UBER | UBER TECHNOLOGIES INC COM | $2.7M | 2.61% | 27,114 | 增持 |
| 13 | BNY | BANK NEW YORK MELLON CORP COM | $2.6M | 2.56% | 23,932 | 增持 |
| 14 | ORCL | ORACLE CORP COM | $2.5M | 2.43% | 8,795 | 减持 |
| 15 | SCHW | SCHWAB CHARLES CORP NEW COM | $2.4M | 2.38% | 25,347 | 增持 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 | $2.3M | 2.27% | 8,263 | 增持 |
| 17 | ENB | ENBRIDGE INC COM ISIN#CA29250N1050 | $2.1M | 2.10% | 42,434 | 减持 |
| 18 | BKNG | BOOKING HLDGS INC COM | $2.1M | 2.09% | 394 | 持平 |
| 19 | XOM | EXXON MOBIL CORP COM | $2.1M | 2.08% | 18,799 | 增持 |
| 20 | GD | GENERAL DYNAMICS CORP COM | $2.0M | 1.97% | 5,880 | 增持 |
| 21 | CRWD | CROWDSTRIKE HLDGS INC CL A | $1.9M | 1.85% | 3,839 | 减持 |
| 22 | UL | UNILEVER PLC SPON ADR NEW ISIN#US9047677045 | $1.9M | 1.84% | 31,532 | 增持 |
| 23 | JPM | JPMORGAN CHASE & CO COM | $1.7M | 1.70% | 5,478 | 增持 |
| 24 | BAC | BANK AMER CORP COM | $1.7M | 1.66% | 32,732 | 增持 |
| 25 | COP | CONOCOPHILLIPS COM | $1.6M | 1.56% | 16,778 | 增持 |
来源:SEC 13F 申报文件 · 截至 2025-09-30
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