Old North State Wealth Management, LLC 13F 持仓 · 2026年Q2
Old North State Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 112 只证券，申报市值合计 2.34 亿美元。前几大持仓：BRKB（5.60%）、AAPL（4.00%）、GLW（3.66%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $13.1M | 5.60% | 26,186 | 减持 |
| 2 | AAPL | APPLE INC | $9.4M | 4.00% | 32,267 | 增持 |
| 3 | GLW | CORNING INC | $8.6M | 3.66% | 33,561 | 减持 |
| 4 | BA | BOEING CO | $8.2M | 3.49% | 37,790 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $8.2M | 3.49% | 40,735 | 增持 |
| 6 | MHO | M/I HOMES INC | $7.3M | 3.13% | 45,526 | 增持 |
| 7 | AMZN | AMAZON COM INC | $7.2M | 3.08% | 30,219 | 减持 |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6.9M | 2.94% | 14,393 | 减持 |
| 9 | SWK | STANLEY BLACK & DECKER INC | $6.8M | 2.92% | 72,496 | 增持 |
| 10 | LYB | LYONDELLBASELL INDUSTRIES NV | $6.2M | 2.67% | 118,499 | 减持 |
| 11 | ET | ENERGY TRANSFER L P | $6.0M | 2.55% | 311,656 | 增持 |
| 12 | BDX | BECTON DICKINSON & CO | $5.4M | 2.31% | 35,708 | 增持 |
| 13 | BIIB | BIOGEN INC | $5.3M | 2.28% | 24,720 | 增持 |
| 14 | VEEV | VEEVA SYS INC | $5.1M | 2.16% | 28,550 | 增持 |
| 15 | ENB | ENBRIDGE INC | $5.0M | 2.12% | 91,685 | 减持 |
| 16 | VTV | VANGUARD INDEX FDS | $4.6M | 1.94% | 20,864 | 增持 |
| 17 | SW | SMURFIT WESTROCK PLC | $4.4M | 1.87% | 94,495 | 增持 |
| 18 | GEV | GE VERNOVA INC | $4.3M | 1.84% | 3,657 | 增持 |
| 19 | GOOGL | ALPHABET INC | $4.3M | 1.84% | 12,033 | 减持 |
| 20 | ALB | ALBEMARLE CORP | $4.1M | 1.76% | 30,485 | 增持 |
| 21 | ADBE | ADOBE INC | $4.1M | 1.75% | 20,000 | 增持 |
| 22 | MDT | MEDTRONIC PLC | $4.1M | 1.73% | 51,798 | 增持 |
| 23 | PYPL | PAYPAL HLDGS INC | $4.0M | 1.71% | 92,435 | 增持 |
| 24 | VTI | VANGUARD INDEX FDS | $4.0M | 1.71% | 10,786 | 增持 |
| 25 | DUK | DUKE ENERGY CORP NEW | $3.9M | 1.65% | 30,519 | 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