ICW Investment Advisors LLC 13F 持仓 · 2026年Q2
ICW Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 144 只证券，申报市值合计 2.86 亿美元。前几大持仓：AAPL（2.84%）、AVGO（2.45%）、CASY（2.39%）。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 | AAPL | APPLE INC | $8.1M | 2.84% | 28,013 | 减持 |
| 2 | AVGO | BROADCOM INC | $7.0M | 2.45% | 18,539 | 减持 |
| 3 | CASY | CASEYS GEN STORES INC | $6.8M | 2.39% | 8,578 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $6.7M | 2.33% | 33,241 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $6.5M | 2.28% | 17,429 | 增持 |
| 6 | GOOGL | ALPHABET INC | $6.4M | 2.23% | 17,840 | 减持 |
| 7 | ABBV | ABBVIE INC | $6.1M | 2.14% | 24,328 | 增持 |
| 8 | VOO | VANGUARD INDEX FDS | $6.0M | 2.10% | 8,751 | 增持 |
| 9 | V | VISA INC | $5.9M | 2.06% | 17,129 | 减持 |
| 10 | AMZN | AMAZON COM INC | $5.8M | 2.03% | 24,310 | 减持 |
| 11 | MA | MASTERCARD INCORPORATED | $5.4M | 1.90% | 10,592 | 增持 |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $5.3M | 1.84% | 5,633 | 减持 |
| 13 | ORLY | OREILLY AUTOMOTIVE INC | $4.8M | 1.69% | 52,573 | 减持 |
| 14 | JNJ | JOHNSON & JOHNSON | $4.4M | 1.53% | 17,208 | 减持 |
| 15 | WMT | WALMART INC | $4.3M | 1.52% | 38,350 | 减持 |
| 16 | LLY | ELI LILLY & CO | $4.0M | 1.41% | 3,354 | 增持 |
| 17 | LIN | LINDE PLC | $4.0M | 1.39% | 7,678 | 减持 |
| 18 | ROST | ROSS STORES INC | $3.8M | 1.34% | 17,932 | 减持 |
| 19 | TJX | TJX COS INC NEW | $3.8M | 1.32% | 24,973 | 减持 |
| 20 | COR | CENCORA INC | $3.7M | 1.30% | 13,135 | 减持 |
| 21 | SHW | SHERWIN WILLIAMS CO | $3.6M | 1.27% | 10,546 | 增持 |
| 22 | HD | HOME DEPOT INC | $3.5M | 1.22% | 9,912 | 减持 |
| 23 | FAST | FASTENAL CO | $3.5M | 1.21% | 71,865 | 减持 |
| 24 | XOM | EXXON MOBIL CORP | $3.5M | 1.21% | 25,317 | 减持 |
| 25 | AMGN | AMGEN INC | $3.3M | 1.16% | 9,134 | 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