Rayburn West Financial Services LLC 13F 持仓 · 2026年Q2
Rayburn West Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 81 只证券，申报市值合计 1.81 亿美元。前几大持仓：GOOGL（9.16%）、MSFT（6.01%）、SYY（5.28%）。本季前 25 大持仓中：增持 9 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $16.6M | 9.16% | 46,362 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $10.9M | 6.01% | 29,125 | 增持 |
| 3 | SYY | SYSCO CORP | $9.6M | 5.28% | 114,580 | 增持 |
| 4 | LMT | LOCKHEED MARTIN CORP | $8.7M | 4.77% | 16,984 | 增持 |
| 5 | IBM | INTERNATIONAL BUSINESS MACHS | $7.4M | 4.08% | 26,307 | 增持 |
| 6 | CSCO | CISCO SYS INC | $7.0M | 3.88% | 59,949 | 减持 |
| 7 | AXP | AMERICAN EXPRESS CO | $6.6M | 3.66% | 19,651 | 减持 |
| 8 | META | META PLATFORMS INC | $6.4M | 3.55% | 11,280 | 增持 |
| 9 | ORCL | ORACLE CORP | $5.5M | 3.02% | 35,693 | 减持 |
| 10 | BAC | BANK OF AMER CORP | $5.1M | 2.83% | 90,258 | 减持 |
| 11 | C | CITIGROUP INC | $5.0M | 2.73% | 35,381 | 减持 |
| 12 | CVX | CHEVRON CORPORATION | $4.5M | 2.49% | 27,247 | 增持 |
| 13 | ABBV | ABBVIE INC | $4.4M | 2.44% | 17,620 | 持平 |
| 14 | PNC | PNC FINL SVCS GROUP INC | $4.4M | 2.42% | 17,848 | 持平 |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.2M | 2.29% | 8,312 | 增持 |
| 16 | DE | DEERE & CO | $4.1M | 2.27% | 6,500 | 增持 |
| 17 | AAPL | APPLE INC | $4.0M | 2.22% | 13,935 | 持平 |
| 18 | TGT | TARGET CORP | $3.9M | 2.14% | 29,761 | 减持 |
| 19 | UPS | UNITED PARCEL SVCS INC | $3.9M | 2.12% | 35,815 | 增持 |
| 20 | AMGN | AMGEN INC | $3.2M | 1.74% | 8,771 | 减持 |
| 21 | RTX | RTX CORPORATION | $3.1M | 1.72% | 16,465 | 减持 |
| 22 | MO | ALTRIA GROUP INC | $2.9M | 1.61% | 40,516 | 减持 |
| 23 | PEP | PEPSICO INC | $2.9M | 1.61% | 21,607 | 减持 |
| 24 | BLK | BLACKROCK INC | $2.9M | 1.58% | 2,982 | 减持 |
| 25 | XOM | EXXON MOBIL CORP | $2.6M | 1.45% | 19,230 | 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