Investment Management Trust, LLC 13F 持仓 · 2026年Q2
Investment Management Trust 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 78 只证券，申报市值合计 1.12 亿美元。前几大持仓：AAPL（8.50%）、NVDA（8.20%）、GOOGL（5.97%）。本季前 25 大持仓中：增持 8 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $9.5M | 8.50% | 32,761 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $9.1M | 8.20% | 45,709 | 增持 |
| 3 | GOOGL | ALPHABET INC | $6.7M | 5.97% | 18,634 | 增持 |
| 4 | WMT | WALMART INC | $6.5M | 5.87% | 57,827 | 增持 |
| 5 | AMZN | AMAZON COM INC | $6.5M | 5.84% | 27,326 | 增持 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $6.2M | 5.58% | 26,332 | 减持 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.9M | 4.43% | 9,886 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $4.8M | 4.33% | 12,957 | 减持 |
| 9 | CAT | CATERPILLAR INC | $3.9M | 3.47% | 3,637 | 增持 |
| 10 | SPYM | SPDR SERIES TRUST | $2.6M | 2.30% | 29,147 | 增持 |
| 11 | GLD | SPDR GOLD TR | $2.4M | 2.13% | 6,447 | 减持 |
| 12 | XLU | SELECT SECTOR SPDR TR | $2.3M | 2.05% | 50,399 | 减持 |
| 13 | GOOG | ALPHABET INC | $2.2M | 2.01% | 6,334 | 减持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $1.9M | 1.73% | 2,579 | 减持 |
| 15 | META | META PLATFORMS INC | $1.7M | 1.56% | 3,100 | 减持 |
| 16 | AVGO | BROADCOM INC | $1.7M | 1.50% | 4,433 | 减持 |
| 17 | VYM | VANGUARD WHITEHALL FDS | $1.6M | 1.46% | 10,273 | 减持 |
| 18 | XLI | SELECT SECTOR SPDR TR | $1.4M | 1.29% | 7,770 | 减持 |
| 19 | CWB | SPDR SERIES TRUST | $1.4M | 1.25% | 12,948 | 减持 |
| 20 | VEU | VANGUARD INTL EQUITY INDEX F | $1.3M | 1.21% | 16,056 | 减持 |
| 21 | RTX | RTX CORPORATION | $1.3M | 1.17% | 6,869 | 减持 |
| 22 | XAR | SPDR SERIES TRUST | $1.2M | 1.10% | 4,342 | 增持 |
| 23 | HD | HOME DEPOT INC | $1.2M | 1.09% | 3,434 | 减持 |
| 24 | ABBV | ABBVIE INC | $1.2M | 1.05% | 4,641 | 增持 |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.1M | 1.00% | 2,325 | 持平 |
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