Novare Capital Management LLC 13F 持仓 · 2026年Q2
Novare Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 210 只证券，申报市值合计 14.09 亿美元。前几大持仓：SPY（5.50%）、AAPL（4.57%）、IVV（4.27%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $77.5M | 5.50% | 103,742 | 减持 |
| 2 | AAPL | APPLE INC | $64.4M | 4.57% | 222,706 | 减持 |
| 3 | IVV | ISHARES TR | $60.2M | 4.27% | 80,323 | 增持 |
| 4 | GOOGL | ALPHABET INC | $52.4M | 3.72% | 146,765 | 减持 |
| 5 | XLK | SELECT SECTOR SPDR TR | $49.8M | 3.53% | 261,425 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $44.9M | 3.19% | 120,376 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $42.5M | 3.01% | 212,226 | 减持 |
| 8 | AVGO | BROADCOM INC | $40.6M | 2.88% | 107,461 | 减持 |
| 9 | VSLU | ETF OPPORTUNITIES TRUST | $34.8M | 2.47% | 751,418 | 减持 |
| 10 | AMZN | AMAZON COM INC | $32.8M | 2.33% | 137,717 | 增持 |
| 11 | WMT | WALMART INC | $32.4M | 2.30% | 286,089 | 减持 |
| 12 | JNJ | JOHNSON & JOHNSON | $28.9M | 2.05% | 113,695 | 减持 |
| 13 | EMR | EMERSON ELEC CO | $26.6M | 1.89% | 186,015 | 减持 |
| 14 | JPM | JPMORGAN CHASE & CO | $24.5M | 1.74% | 74,708 | 减持 |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $23.6M | 1.67% | 47,070 | 减持 |
| 16 | V | VISA INC | $22.9M | 1.62% | 66,638 | 增持 |
| 17 | UNH | UNITEDHEALTH GROUP INC | $22.2M | 1.57% | 53,315 | 减持 |
| 18 | SOXX | ISHARES TR | $21.6M | 1.54% | 33,764 | 减持 |
| 19 | CSCO | CISCO SYS INC | $20.4M | 1.44% | 173,265 | 减持 |
| 20 | CMI | CUMMINS INC | $19.2M | 1.37% | 26,974 | 减持 |
| 21 | BNY | BANK OF NY MELLON CORP | $19.1M | 1.36% | 132,346 | 减持 |
| 22 | RTX | RTX CORPORATION | $18.1M | 1.28% | 95,423 | 减持 |
| 23 | XLY | SELECT SECTOR SPDR TR | $16.2M | 1.15% | 138,450 | 减持 |
| 24 | TXN | TEXAS INSTRS INC | $15.8M | 1.12% | 53,047 | 减持 |
| 25 | AME | AMETEK INC | $15.6M | 1.10% | 64,283 | 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