Rench Wealth Management, Inc. 13F 持仓 · 2026年Q2
Rench Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 67 只证券，申报市值合计 3.72 亿美元。前几大持仓：NVDA（8.28%）、LRCX（7.01%）、AAPL（6.81%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $30.9M | 8.28% | 154,227 | 减持 |
| 2 | LRCX | LAM RESEARCH CORP | $26.1M | 7.01% | 60,262 | 减持 |
| 3 | AAPL | APPLE INC | $25.4M | 6.81% | 87,651 | 减持 |
| 4 | AMAT | APPLIED MATLS INC | $19.5M | 5.23% | 26,943 | 减持 |
| 5 | GOOG | ALPHABET INC | $19.3M | 5.19% | 54,757 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $17.9M | 4.80% | 47,939 | 增持 |
| 7 | JPM | JPMORGAN CHASE & CO | $15.4M | 4.14% | 47,129 | 减持 |
| 8 | AMZN | AMAZON COM INC | $12.9M | 3.46% | 54,104 | 减持 |
| 9 | JNJ | JOHNSON & JOHNSON | $12.7M | 3.41% | 49,991 | 减持 |
| 10 | AJG | GALLAGHER ARTHUR J & CO | $12.0M | 3.23% | 52,366 | 增持 |
| 11 | MCHP | MICROCHIP TECHNOLOGY INC. | $8.4M | 2.27% | 92,558 | 增持 |
| 12 | CSCO | CISCO SYS INC | $8.3M | 2.24% | 71,060 | 减持 |
| 13 | PG | PROCTER & GAMBLE CO | $8.0M | 2.15% | 54,502 | 减持 |
| 14 | FAST | FASTENAL CO | $7.9M | 2.13% | 165,506 | 增持 |
| 15 | ETR | ENTERGY CORP NEW | $7.9M | 2.12% | 68,711 | 减持 |
| 16 | LHX | L3HARRIS TECHNOLOGIES INC | $7.9M | 2.11% | 27,051 | 减持 |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $7.3M | 1.96% | 7,792 | 减持 |
| 18 | XOM | EXXON MOBIL CORP | $7.1M | 1.89% | 51,586 | 增持 |
| 19 | NEE | NEXTERA ENERGY INC | $6.6M | 1.78% | 75,434 | 增持 |
| 20 | MA | MASTERCARD INCORPORATED | $6.4M | 1.73% | 12,523 | 增持 |
| 21 | ISRG | INTUITIVE SURGICAL INC | $6.3M | 1.68% | 15,743 | 增持 |
| 22 | ABT | ABBOTT LABORATORIES | $6.1M | 1.63% | 66,933 | 减持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.9M | 1.58% | 11,790 | 新建仓 |
| 24 | RSG | REPUBLIC SVCS INC | $5.8M | 1.56% | 27,352 | 增持 |
| 25 | MRK | MERCK & CO INC | $5.6M | 1.51% | 43,770 | 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