Miramar Capital, LLC 13F 持仓 · 2026年Q2
Miramar Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 57 只证券，申报市值合计 4.55 亿美元。前几大持仓：ABBV（5.80%）、GOOGL（5.53%）、AVGO（5.44%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ABBV | ABBVIE INC | $26.4M | 5.80% | 104,867 | 增持 |
| 2 | GOOGL | ALPHABET INC | $25.2M | 5.53% | 70,410 | 减持 |
| 3 | AVGO | BROADCOM INC | $24.8M | 5.44% | 65,546 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $20.9M | 4.58% | 55,915 | 增持 |
| 5 | OKE | ONEOK INC NEW | $19.2M | 4.21% | 220,375 | 减持 |
| 6 | VZ | VERIZON COMMUNICATIONS INC | $18.7M | 4.12% | 442,439 | 增持 |
| 7 | CVX | CHEVRON CORPORATION | $18.3M | 4.01% | 110,127 | 增持 |
| 8 | V | VISA INC | $17.7M | 3.89% | 51,594 | 增持 |
| 9 | AAPL | APPLE INC | $17.3M | 3.80% | 59,685 | 增持 |
| 10 | JPM | JPMORGAN CHASE & CO | $17.2M | 3.78% | 52,493 | 增持 |
| 11 | HD | HOME DEPOT INC | $17.1M | 3.76% | 48,486 | 增持 |
| 12 | UNP | UNION PAC CORP | $16.6M | 3.64% | 60,858 | 减持 |
| 13 | PEP | PEPSICO INC | $16.5M | 3.63% | 121,977 | 增持 |
| 14 | MCD | MCDONALDS CORP | $14.1M | 3.11% | 52,321 | 增持 |
| 15 | LMT | LOCKHEED MARTIN CORP | $13.9M | 3.05% | 27,252 | 增持 |
| 16 | HSY | HERSHEY CO | $13.7M | 3.02% | 78,278 | 增持 |
| 17 | PAYX | PAYCHEX INC | $13.5M | 2.97% | 137,320 | 增持 |
| 18 | MRK | MERCK & CO INC | $13.3M | 2.93% | 103,681 | 增持 |
| 19 | WM | WASTE MGMT INC DEL | $13.1M | 2.87% | 58,612 | 增持 |
| 20 | GD | GENERAL DYNAMICS CORP | $13.0M | 2.86% | 36,673 | 增持 |
| 21 | CME | CME GROUP INC | $12.8M | 2.82% | 58,146 | 增持 |
| 22 | ABT | ABBOTT LABORATORIES | $12.6M | 2.77% | 138,737 | 增持 |
| 23 | BMY | BRISTOL-MYERS SQUIBB CO | $12.4M | 2.74% | 216,049 | 增持 |
| 24 | EOG | EOG RES INC | $10.7M | 2.35% | 82,361 | 增持 |
| 25 | QCOM | QUALCOMM INC | $10.4M | 2.29% | 56,421 | 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