Papamarkou Wellner Asset Management inc. 13F 持仓 · 2026年Q2
Papamarkou Wellner Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 75 只证券，申报市值合计 1.59 亿美元。前几大持仓：AAPL（11.80%）、NVDA（8.17%）、GOOGL（5.60%）。本季前 25 大持仓中：增持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $18.8M | 11.80% | 74,145 | 持平 |
| 2 | NVDA | NVIDIA CORPORATION | $13.0M | 8.17% | 74,642 | 增持 |
| 3 | GOOGL | ALPHABET INC | $8.9M | 5.60% | 30,940 | 持平 |
| 4 | MSFT | MICROSOFT CORP | $8.9M | 5.57% | 23,984 | 持平 |
| 5 | AMZN | AMAZON COM INC | $7.4M | 4.66% | 35,621 | 持平 |
| 6 | CVX | CHEVRON CORPORATION | $6.4M | 4.02% | 31,005 | 持平 |
| 7 | PM | PHILIP MORRIS INTL INC | $4.5M | 2.80% | 44,652 | 增持 |
| 8 | V | VISA INC | $4.2M | 2.63% | 13,865 | 持平 |
| 9 | KO | COCA COLA CO | $4.1M | 2.54% | 53,282 | 持平 |
| 10 | MA | MASTERCARD INCORPORATED | $3.7M | 2.31% | 7,367 | 持平 |
| 11 | ASML | ASML HLDG NV | $3.6M | 2.28% | 2,753 | 持平 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.4M | 2.15% | 7,164 | 持平 |
| 13 | GOOG | ALPHABET INC | $3.4M | 2.11% | 11,747 | 持平 |
| 14 | RTX | RTX CORPORATION | $3.1M | 1.94% | 16,020 | 持平 |
| 15 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.91% | 10,344 | 持平 |
| 16 | META | META PLATFORMS INC | $3.0M | 1.87% | 5,205 | 持平 |
| 17 | ISRG | INTUITIVE SURGICAL INC | $3.0M | 1.86% | 6,444 | 持平 |
| 18 | LLY | ELI LILLY & CO | $2.9M | 1.83% | 3,166 | 持平 |
| 19 | MCD | MCDONALDS CORP | $2.8M | 1.77% | 9,063 | 持平 |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.7M | 1.69% | 7,966 | 持平 |
| 21 | SPGI | S&P GLOBAL INC | $2.4M | 1.50% | 5,634 | 持平 |
| 22 | ABBV | ABBVIE INC | $2.2M | 1.39% | 10,063 | 持平 |
| 23 | DE | DEERE & CO | $2.2M | 1.39% | 3,940 | 持平 |
| 24 | GILD | GILEAD SCIENCES INC | $2.2M | 1.39% | 15,891 | 持平 |
| 25 | BLK | BLACKROCK INC | $2.1M | 1.33% | 2,207 | 持平 |
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