Mount Vernon Associates Inc 13F 持仓 · 2026年Q2
Mount Vernon Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 62 只证券，申报市值合计 1.53 亿美元。前几大持仓：AAPL（10.57%）、GOOG（8.63%）、AMZN（6.30%）。本季前 25 大持仓中：增持 1 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | $16.2M | 10.57% | 56,059 | 减持 |
| 2 | GOOG | Alphabet Inc. Cl C | $13.2M | 8.63% | 37,481 | 减持 |
| 3 | AMZN | Amazon.Com Inc. | $9.7M | 6.30% | 40,561 | 减持 |
| 4 | COST | Costco Wholesale Corp | $8.6M | 5.60% | 9,177 | 减持 |
| 5 | MSFT | Microsoft Corporation | $8.1M | 5.29% | 21,760 | 减持 |
| 6 | JPM | J.P. Morgan Chase & Co Chase & | $7.6M | 4.93% | 23,084 | 减持 |
| 7 | META | Meta Platforms, Inc | $7.0M | 4.56% | 12,419 | 减持 |
| 8 | INTC | Intel Corporation | $6.4M | 4.20% | 46,121 | 减持 |
| 9 | AXP | American Express Co. | $6.1M | 3.97% | 18,017 | 减持 |
| 10 | CSCO | Cisco Systems Inc. | $4.4M | 2.89% | 37,704 | 减持 |
| 11 | BAC | Bank Of America Corp | $4.4M | 2.84% | 76,419 | 减持 |
| 12 | GE | GE Aerospace | $4.3M | 2.78% | 11,395 | 减持 |
| 13 | AFRM | Affirm Holdings, Inc. | $3.5M | 2.26% | 42,575 | 减持 |
| 14 | DAL | Delta Air Lines, Inc. | $3.4M | 2.24% | 36,700 | 减持 |
| 15 | TXN | Texas Instruments, Inc. | $3.1M | 2.00% | 10,280 | 持平 |
| 16 | SPOT | Spotify Technology S.A. | $3.0M | 1.94% | 6,490 | 减持 |
| 17 | UBER | Uber Technologies, Inc. | $2.9M | 1.89% | 40,110 | 增持 |
| 18 | NFLX | Netflix Inc. | $2.9M | 1.88% | 40,300 | 减持 |
| 19 | SCHW | Schwab (Charles) Corp | $2.6M | 1.68% | 28,000 | 减持 |
| 20 | TSLA | Tesla Motors Inc. | $2.4M | 1.55% | 5,645 | 持平 |
| 21 | PPL | PPL Corporation | $2.2M | 1.42% | 60,150 | 减持 |
| 22 | SBUX | Starbucks Corporation | $2.1M | 1.38% | 20,752 | 减持 |
| 23 | MU | Micron Technology Inc | $2.1M | 1.35% | 1,800 | 减持 |
| 24 | TSCO | Tractor Supply Co. | $2.0M | 1.31% | 63,570 | 减持 |
| 25 | NVDA | Nvidia Corp | $1.9M | 1.23% | 9,399 | 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