Resources Management Corp /Ct/ 13F 持仓 · 2026年Q2
Resources Management Corp /Ct/ 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 188 只证券，申报市值合计 7.94 亿美元。前几大持仓：AAPL（6.70%）、APH（6.34%）、JPM（4.46%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $53.2M | 6.70% | 183,682 | 减持 |
| 2 | APH | AMPHENOL CORP CLASS A | $50.3M | 6.34% | 285,539 | 减持 |
| 3 | JPM | JPMORGAN CHASE & CO | $35.4M | 4.46% | 108,066 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $32.7M | 4.12% | 87,649 | 减持 |
| 5 | GOOGL | ALPHABET INC CLASS A | $26.3M | 3.31% | 73,519 | 减持 |
| 6 | ABBV | ABBVIE INC | $21.6M | 2.72% | 85,694 | 增持 |
| 7 | AVGO | BROADCOM LTD | $21.2M | 2.67% | 56,110 | 减持 |
| 8 | NEE | NEXTERA ENERGY INC | $19.1M | 2.40% | 217,406 | 减持 |
| 9 | MCD | MCDONALD'S CORP | $17.9M | 2.25% | 66,051 | 增持 |
| 10 | TJX | TJX COMPANIES INC | $17.9M | 2.25% | 117,855 | 减持 |
| 11 | HD | HOME DEPOT INC | $15.7M | 1.98% | 44,613 | 增持 |
| 12 | JNJ | JOHNSON & JOHNSON | $14.7M | 1.85% | 57,899 | 减持 |
| 13 | NVDA | NVIDIA CORP | $13.5M | 1.70% | 67,594 | 减持 |
| 14 | BLK | BLACKROCK INC | $13.1M | 1.66% | 13,662 | 减持 |
| 15 | COST | COSTCO WHOLESALE CORP | $12.2M | 1.54% | 13,041 | 减持 |
| 16 | PG | PROCTER & GAMBLE CO | $11.7M | 1.48% | 80,115 | 减持 |
| 17 | RTX | RTX CORPORATION | $10.6M | 1.33% | 55,632 | 减持 |
| 18 | PEP | PEPSICO INC | $10.5M | 1.32% | 77,405 | 增持 |
| 19 | CRWD | CROWDSTRIKE HOLDINGS INC | $10.2M | 1.28% | 13,314 | 减持 |
| 20 | LRCX | LAM RESEARCH CORP | $9.7M | 1.23% | 22,432 | 减持 |
| 21 | CVX | CHEVRON CORP | $9.0M | 1.13% | 54,269 | 减持 |
| 22 | AMZN | AMAZON.COM INC | $8.7M | 1.10% | 36,529 | 减持 |
| 23 | ORLY | O'REILLY AUTOMOTIVE INC | $8.4M | 1.05% | 90,739 | 减持 |
| 24 | LLY | ELI LILLY AND CO | $8.3M | 1.04% | 6,910 | 减持 |
| 25 | WM | WASTE MANAGEMENT INC | $8.3M | 1.04% | 37,168 | 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