Richard C. Young & CO., LTD. 13F 持仓 · 2026年Q2
Richard C. Young & CO. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 101 只证券，申报市值合计 13.57 亿美元。前几大持仓：MU（5.48%）、DELL（5.15%）、CAT（3.88%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | $74.4M | 5.48% | 64,454 | 减持 |
| 2 | DELL | Dell Technologies Inc | $69.9M | 5.15% | 162,027 | 减持 |
| 3 | CAT | Caterpillar Inc Del | $52.7M | 3.88% | 49,495 | 减持 |
| 4 | GLDM | World Gold TR | $49.6M | 3.66% | 625,076 | 减持 |
| 5 | AVGO | Broadcom Inc | $49.1M | 3.62% | 130,102 | 减持 |
| 6 | GOOGL | Alphabet Inc | $46.7M | 3.44% | 130,571 | 减持 |
| 7 | GLD | SPDR Gold Trust | $43.2M | 3.18% | 117,182 | 减持 |
| 8 | STRL | Sterling Infrastructure Inc | $42.4M | 3.12% | 50,501 | 减持 |
| 9 | NVDA | Nvidia Corporation | $38.4M | 2.83% | 191,833 | 减持 |
| 10 | AMZN | Amazon Com Inc | $35.8M | 2.64% | 150,071 | 减持 |
| 11 | VRT | Vertiv Holdings Co | $33.4M | 2.46% | 99,685 | 减持 |
| 12 | SLV | iShares Silver Trust | $31.1M | 2.29% | 580,758 | 减持 |
| 13 | V | Visa Inc | $29.1M | 2.15% | 84,886 | 增持 |
| 14 | CMI | Cummins Inc | $28.0M | 2.06% | 39,222 | 减持 |
| 15 | AAPL | Apple Inc | $25.8M | 1.90% | 89,222 | 增持 |
| 16 | WMT | Wal-Mart Stores Inc | $24.9M | 1.84% | 220,278 | 增持 |
| 17 | KMI | Kinder Morgan Inc Del | $24.1M | 1.77% | 753,357 | 增持 |
| 18 | XOM | Exxon Mobil Corp | $23.9M | 1.76% | 174,826 | 减持 |
| 19 | APH | Amphenol Corp | $23.3M | 1.72% | 132,363 | 增持 |
| 20 | WMB | Williams Cos Inc | $23.4M | 1.72% | 314,649 | 增持 |
| 21 | JPM | JPMorgan Chase & Co | $23.2M | 1.71% | 70,788 | 增持 |
| 22 | LLY | Eli Lilly & Co | $23.2M | 1.71% | 19,363 | 减持 |
| 23 | PNC | PNC Finl Svcs Group Inc | $22.4M | 1.65% | 91,024 | 增持 |
| 24 | SO | Southern Co | $21.9M | 1.61% | 228,454 | 增持 |
| 25 | MO | Altria Group Inc | $21.8M | 1.60% | 302,328 | 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