Marshwinds Advisory Co 13F 持仓 · 最近申报 2018年Q4
Marshwinds Advisory 在 2018年Q4（报告期截至 2018-12-31）的 SEC 13F 申报中报告了 121 只证券，申报市值合计 1.87 亿美元。前几大持仓：MSFT（3.85%）、KO（3.66%）、INTU（2.85%）。本季前 25 大持仓中：增持 1 只、减持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft (1.19) | $7.2M | 3.85% | 70,751 | 减持 |
| 2 | KO | Coca Cola Company (1) | $6.8M | 3.66% | 144,389 | 减持 |
| 3 | INTU | Intuit (1.22) | $5.3M | 2.85% | 27,045 | 增持 |
| 4 | PFE | Pfizer, Inc. (1.04) | $5.1M | 2.71% | 115,882 | 减持 |
| 5 | AMGN | Amgen (.81) | $5.0M | 2.65% | 25,441 | 减持 |
| 6 | LLY | Eli Lilly (.72) | $4.5M | 2.42% | 39,030 | 减持 |
| 7 | MRK | Merck Drug Company (.99) | $4.5M | 2.41% | 58,993 | 减持 |
| 8 | ORCL | Oracle Corp (1.34) | $4.5M | 2.39% | 98,971 | 减持 |
| 9 | ABT | Abbott Labs (.95) | $4.2M | 2.24% | 57,963 | 减持 |
| 10 | CSCO | Cisco Systems (1.25) | $4.2M | 2.24% | 96,523 | 减持 |
| 11 | MDLZ | Mondelez International Inc. (1 | $4.0M | 2.14% | 99,903 | 减持 |
| 12 | INTC | Intel (1.23) | $3.9M | 2.10% | 83,458 | 减持 |
| 13 | MMM | 3M Company (.94) | $3.7M | 2.00% | 19,645 | 减持 |
| 14 | PG | Proctor & Gamble (.59) | $3.7M | 1.99% | 40,370 | 减持 |
| 15 | EMR | Emerson Electric (.76) | $3.4M | 1.84% | 57,448 | 减持 |
| 16 | DD | DowDuPont, Inc. | $3.3M | 1.79% | 62,477 | 减持 |
| 17 | T1 | A T & T Corp (.62) | $3.3M | 1.78% | 116,647 | 减持 |
| 18 | SO | Southern Company Inc. (.58) | $3.3M | 1.76% | 75,074 | 减持 |
| 19 | XOM | Exxon Mobil (.66) | $3.2M | 1.73% | 47,395 | 减持 |
| 20 | COP | ConnocoPhillips Energy (.70) | $3.1M | 1.67% | 50,157 | 减持 |
| 21 | HD | Home Depot (1.28) | $2.8M | 1.52% | 16,567 | 减持 |
| 22 | ABBV | Abbvie, Inc (1.05) | $2.8M | 1.50% | 30,341 | 减持 |
| 23 | NOC | Northrop Grunman Corp (.90) | $2.8M | 1.50% | 11,407 | 减持 |
| 24 | RTN | Raytheon Corp (1.0) | $2.8M | 1.50% | 18,332 | 减持 |
| 25 | ESE | ESCO Technologies, Inc. (.85) | $2.6M | 1.42% | 40,100 | 减持 |
来源：SEC 13F 申报文件 · 截至 2018-12-31
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