RD Lewis Holdings, Inc. 13F 持仓 · 2026年Q2
RD Lewis Holdings 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 88 只证券，申报市值合计 1.35 亿美元。前几大持仓：AMZN（4.34%）、MU（4.00%）、AAPL（3.92%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $5.9M | 4.34% | 21,419 | 增持 |
| 2 | MU | MICRON TECHNOLOGY INC | $5.4M | 4.00% | 6,316 | 减持 |
| 3 | AAPL | APPLE INC | $5.3M | 3.92% | 17,297 | 增持 |
| 4 | WMT | WALMART INC | $4.6M | 3.44% | 41,201 | 增持 |
| 5 | GOOG | ALPHABET INC | $4.6M | 3.43% | 13,249 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $4.3M | 3.18% | 19,646 | 增持 |
| 7 | E | ENI SPA | $4.2M | 3.11% | 75,797 | 增持 |
| 8 | CAT | CATERPILLAR INC | $4.2M | 3.10% | 4,896 | 减持 |
| 9 | LLY | ELI LILLY & CO | $3.9M | 2.88% | 3,206 | 增持 |
| 10 | V | VISA INC | $3.9M | 2.86% | 10,627 | 增持 |
| 11 | AXON | AXON ENTERPRISE INC | $3.7M | 2.75% | 5,958 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $3.6M | 2.63% | 7,082 | 增持 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $3.4M | 2.49% | 3,564 | 增持 |
| 14 | CMC | COMMERCIAL METALS CO | $3.3M | 2.42% | 44,824 | 增持 |
| 15 | MCD | MCDONALDS CORP | $3.2M | 2.35% | 11,669 | 增持 |
| 16 | EOG | EOG RES INC | $3.2M | 2.34% | 22,300 | 增持 |
| 17 | CNQ | CANADIAN NAT RES LTD MED TER | $2.8M | 2.09% | 59,589 | 增持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.8M | 2.04% | 5,266 | 增持 |
| 19 | AEP | AMERICAN ELEC PWR CO INC | $2.6M | 1.95% | 21,437 | 增持 |
| 20 | CVX | CHEVRON CORPORATION | $2.6M | 1.90% | 13,140 | 增持 |
| 21 | ATO | ATMOS ENERGY CORP | $2.4M | 1.78% | 14,314 | 增持 |
| 22 | NFLX | NETFLIX INC. | $2.3M | 1.73% | 30,664 | 增持 |
| 23 | ED | CONSOLIDATED EDISON INC | $2.3M | 1.69% | 21,498 | 增持 |
| 24 | LIN | LINDE PLC | $2.2M | 1.62% | 4,441 | 增持 |
| 25 | VZ | VERIZON COMMUNICATIONS INC | $2.1M | 1.54% | 44,307 | 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