Peachtree Investment Partners, LLC 13F 持仓 · 2026年Q2
Peachtree Investment Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 143 只证券，申报市值合计 3.12 亿美元。前几大持仓：AAPL（13.20%）、LLY（8.36%）、VOO（8.13%）。本季前 25 大持仓中：新建仓 2 只、增持 13 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $41.2M | 13.20% | 142,280 | 增持 |
| 2 | LLY | ELI LILLY & CO | $26.1M | 8.36% | 21,737 | 减持 |
| 3 | VOO | VANGUARD INDEX FDS | $25.4M | 8.13% | 36,932 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $22.9M | 7.34% | 61,390 | 减持 |
| 5 | V | VISA INC | $14.6M | 4.69% | 42,656 | 减持 |
| 6 | SOXX | ISHARES TR | $11.2M | 3.59% | 17,499 | 新建仓 |
| 7 | COST | COSTCO WHOLESALE CORPORATION | $10.8M | 3.48% | 11,594 | 增持 |
| 8 | HD | HOME DEPOT INC | $9.7M | 3.12% | 27,624 | 减持 |
| 9 | SCHG | SCHWAB STRATEGIC TR | $9.6M | 3.07% | 282,747 | 减持 |
| 10 | MCK | MCKESSON CORP | $8.6M | 2.74% | 11,332 | 减持 |
| 11 | NVDA | NVIDIA CORPORATION | $8.5M | 2.71% | 42,264 | 增持 |
| 12 | TJX | TJX COS INC NEW | $7.8M | 2.50% | 51,379 | 增持 |
| 13 | AMZN | AMAZON COM INC | $7.4M | 2.38% | 31,122 | 增持 |
| 14 | JPM | JPMORGAN CHASE & CO | $7.2M | 2.32% | 22,114 | 减持 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $7.1M | 2.29% | 9,566 | 增持 |
| 16 | MA | MASTERCARD INCORPORATED | $6.7M | 2.15% | 13,080 | 减持 |
| 17 | MTUM | ISHARES TR | $5.2M | 1.67% | 15,210 | 新建仓 |
| 18 | SCHX | SCHWAB STRATEGIC TR | $4.9M | 1.57% | 166,609 | 增持 |
| 19 | GOOGL | ALPHABET INC | $4.6M | 1.48% | 12,879 | 增持 |
| 20 | SCHB | SCHWAB STRATEGIC TR | $3.1M | 0.98% | 105,452 | 减持 |
| 21 | GOOG | ALPHABET INC | $3.0M | 0.97% | 8,576 | 减持 |
| 22 | IVV | ISHARES TR | $2.8M | 0.89% | 3,686 | 增持 |
| 23 | VGT | VANGUARD WORLD FD | $2.7M | 0.85% | 22,304 | 增持 |
| 24 | AVGO | BROADCOM INC | $2.6M | 0.84% | 6,912 | 增持 |
| 25 | GLW | CORNING INC | $2.5M | 0.80% | 9,784 | 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