Kesler, Norman & Wride, LLC 13F 持仓 · 2026年Q2
Kesler, Norman & Wride 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 271 只证券，申报市值合计 6.31 亿美元。前几大持仓：AAPL（3.19%）、KR（2.33%）、ADI（2.27%）。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 | $20.2M | 3.19% | 69,663 | 增持 |
| 2 | KR | KROGER CO | $14.7M | 2.33% | 264,892 | 增持 |
| 3 | ADI | ANALOG DEVICES INC | $14.3M | 2.27% | 36,115 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $13.0M | 2.06% | 34,852 | 减持 |
| 5 | CSCO | CISCO SYS INC | $11.8M | 1.88% | 100,867 | 减持 |
| 6 | AVGO | BROADCOM INC | $11.8M | 1.87% | 31,188 | 减持 |
| 7 | AMD | ADVANCED MICRO DEVICES INC | $11.4M | 1.80% | 19,557 | 减持 |
| 8 | NVDA | NVIDIA CORPORATION | $10.4M | 1.65% | 52,155 | 减持 |
| 9 | VGT | VANGUARD WORLD FD | $10.3M | 1.63% | 86,355 | 增持 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $10.0M | 1.59% | 13,417 | 增持 |
| 11 | PH | PARKER-HANNIFIN CORP | $9.6M | 1.52% | 9,820 | 增持 |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $9.6M | 1.51% | 10,218 | 减持 |
| 13 | WMT | WALMART INC | $9.4M | 1.50% | 83,399 | 增持 |
| 14 | COR | CENCORA INC | $9.2M | 1.46% | 32,587 | 减持 |
| 15 | GD | GENERAL DYNAMICS CORP | $9.1M | 1.45% | 25,757 | 减持 |
| 16 | CB | CHUBB LIMITED | $8.9M | 1.42% | 26,242 | 减持 |
| 17 | TXN | TEXAS INSTRS INC | $8.5M | 1.35% | 28,682 | 减持 |
| 18 | GOOGL | ALPHABET INC | $8.3M | 1.32% | 23,340 | 增持 |
| 19 | LHX | L3HARRIS TECHNOLOGIES INC | $8.3M | 1.32% | 28,627 | 减持 |
| 20 | MU | MICRON TECHNOLOGY INC | $8.2M | 1.30% | 7,123 | 增持 |
| 21 | BLK | BLACKROCK INC | $8.1M | 1.28% | 8,417 | 减持 |
| 22 | AMGN | AMGEN INC | $8.0M | 1.27% | 22,167 | 减持 |
| 23 | IBDR | ISHARES TR | $7.9M | 1.25% | 325,975 | 减持 |
| 24 | UNP | UNION PAC CORP | $7.5M | 1.19% | 27,582 | 减持 |
| 25 | TAX | EA SERIES TRUST | $7.2M | 1.15% | 228,493 | 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