Orographic Financial Advisors, LLC 13F 持仓 · 2026年Q2
Orographic Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 105 只证券，申报市值合计 1.51 亿美元。前几大持仓：AAPL（6.10%）、MSFT（5.08%）、XOM（4.32%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $9.2M | 6.10% | 30,486 | 减持 |
| 2 | MSFT | MICROSOFT CORP COM | $7.7M | 5.08% | 15,594 | 增持 |
| 3 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $6.5M | 4.32% | 40,909 | 新建仓 |
| 4 | CSCO | CISCO SYS INC COM | $6.1M | 4.01% | 48,937 | 减持 |
| 5 | TJX | TJX COS INC NEW COM | $5.8M | 3.83% | 37,925 | 减持 |
| 6 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $5.4M | 3.55% | 44,123 | 增持 |
| 7 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $4.6M | 3.07% | 135,660 | 减持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.3M | 2.81% | 8,339 | 减持 |
| 9 | HWM | HOWMET AEROSPACE INC COM | $4.0M | 2.68% | 14,370 | 减持 |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $3.6M | 2.36% | 10,402 | 减持 |
| 11 | BMY | BRISTOL-MYERS SQUIBB CO COM | $3.3M | 2.16% | 51,149 | 减持 |
| 12 | CVX | CHEVRON CORPORATION COM | $3.2M | 2.11% | 16,252 | 增持 |
| 13 | GLD | SPDR GOLD SHARES | $3.1M | 2.05% | 7,673 | 增持 |
| 14 | T | AT&T INC COM | $3.0M | 1.96% | 122,507 | 增持 |
| 15 | KMI | KINDER MORGAN INC DEL COM | $2.9M | 1.93% | 91,989 | 减持 |
| 16 | JPM | JPMORGAN CHASE & CO COM | $2.6M | 1.74% | 7,185 | 减持 |
| 17 | SBUX | STARBUCKS CORP COM | $2.6M | 1.71% | 23,780 | 减持 |
| 18 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $2.6M | 1.69% | 83,674 | 减持 |
| 19 | JNJ | JOHNSON & JOHNSON COM | $2.5M | 1.68% | 9,761 | 减持 |
| 20 | AMZN | AMAZON COM INC COM | $2.3M | 1.54% | 8,691 | 持平 |
| 21 | CEG | CONSTELLATION ENERGY CORP COM | $2.3M | 1.49% | 8,098 | 增持 |
| 22 | RTX | RTX CORPORATION COM | $2.2M | 1.45% | 9,814 | 减持 |
| 23 | PFE | PFIZER INC COM | $2.1M | 1.39% | 79,941 | 增持 |
| 24 | ARCC | ARES CAPITAL CORP COM | $2.1M | 1.36% | 103,345 | 增持 |
| 25 | AEP | AMERICAN ELEC PWR CO INC COM | $2.0M | 1.32% | 16,017 | 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