Mitchell McLeod Pugh & Williams Inc 13F 持仓 · 2026年Q2
Mitchell McLeod Pugh & Williams 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 307 只证券，申报市值合计 8.15 亿美元。前几大持仓：VOO（6.88%）、VUG（6.87%）、VTV（5.75%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $56.0M | 6.88% | 81,566 | 减持 |
| 2 | VUG | VANGUARD INDEX FDS | $56.0M | 6.87% | 650,199 | 增持 |
| 3 | VTV | VANGUARD INDEX FDS | $46.9M | 5.75% | 215,062 | 增持 |
| 4 | VO | VANGUARD INDEX FDS | $40.2M | 4.94% | 499,187 | 增持 |
| 5 | AAPL | APPLE INC | $36.6M | 4.49% | 126,528 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $19.8M | 2.43% | 98,763 | 增持 |
| 7 | MSFT | MICROSOFT CORP | $17.1M | 2.10% | 45,783 | 增持 |
| 8 | VB | VANGUARD INDEX FDS | $16.0M | 1.97% | 52,877 | 增持 |
| 9 | GOOGL | ALPHABET INC | $15.8M | 1.94% | 44,253 | 增持 |
| 10 | BIV | VANGUARD BD INDEX FDS | $14.0M | 1.72% | 182,901 | 增持 |
| 11 | FBCG | FIDELITY COVINGTON TRUST | $12.7M | 1.56% | 203,998 | 增持 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.7M | 1.44% | 23,403 | 增持 |
| 13 | AMZN | AMAZON COM INC | $11.4M | 1.40% | 47,922 | 增持 |
| 14 | CAT | CATERPILLAR INC | $11.3M | 1.39% | 10,625 | 增持 |
| 15 | AVGO | BROADCOM INC | $10.8M | 1.33% | 28,719 | 增持 |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $10.3M | 1.27% | 145,138 | 增持 |
| 17 | JPM | JPMORGAN CHASE & CO | $10.0M | 1.23% | 30,629 | 减持 |
| 18 | COWZ | PACER FDS TR | $9.1M | 1.12% | 147,101 | 减持 |
| 19 | AMAT | APPLIED MATLS INC | $9.1M | 1.11% | 12,527 | 减持 |
| 20 | LLY | ELI LILLY & CO | $9.0M | 1.10% | 7,466 | 增持 |
| 21 | JNJ | JOHNSON & JOHNSON | $7.3M | 0.90% | 28,718 | 增持 |
| 22 | VXUS | VANGUARD STAR FDS | $7.1M | 0.87% | 82,598 | 增持 |
| 23 | SO | SOUTHERN CO | $7.0M | 0.85% | 72,692 | 增持 |
| 24 | VTI | VANGUARD INDEX FDS | $6.8M | 0.84% | 18,421 | 增持 |
| 25 | SFBS | SERVISFIRST BANCSHARES INC | $6.8M | 0.83% | 78,083 | 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