Richards, Merrill & Peterson, Inc. 13F 持仓 · 2026年Q2
Richards, Merrill & Peterson 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 285 只证券，申报市值合计 3.15 亿美元。前几大持仓：AAPL（4.87%）、MSFT（4.04%）、AMZN（3.83%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $15.4M | 4.87% | 53,074 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $12.7M | 4.04% | 34,125 | 增持 |
| 3 | AMZN | AMAZON COM INC | $12.1M | 3.83% | 50,595 | 增持 |
| 4 | COST | COSTCO WHSL CORP NEW | $12.0M | 3.80% | 12,810 | 增持 |
| 5 | QQQ | INVESCO QQQ TR ETF | $11.7M | 3.70% | 15,835 | 增持 |
| 6 | NVDA | NVIDIA CORP | $9.6M | 3.04% | 47,910 | 增持 |
| 7 | GOOGL | ALPHABET INC VOTING | $9.2M | 2.91% | 25,662 | 增持 |
| 8 | SPY | STATE STREET SPDR ETF | $7.2M | 2.29% | 9,677 | 增持 |
| 9 | AMAT | APPLIED MATERIALS INC | $7.1M | 2.25% | 9,790 | 增持 |
| 10 | MU | MICRON TECHNOLOGY INC | $6.0M | 1.89% | 5,156 | 减持 |
| 11 | SYK | STRYKER CORP | $5.8M | 1.83% | 18,351 | 增持 |
| 12 | JPM | JPMORGAN CHASE & CO | $5.2M | 1.64% | 15,824 | 增持 |
| 13 | SCHD | SCHWAB US DIVIDEND ETF | $5.1M | 1.63% | 162,179 | 增持 |
| 14 | CGSD | CAPITAL GRP SHORT ETF | $5.1M | 1.62% | 198,353 | 增持 |
| 15 | CVX | CHEVRON CORPORATION | $5.0M | 1.59% | 30,249 | 减持 |
| 16 | META | META PLATFORMS INC | $4.8M | 1.53% | 8,540 | 增持 |
| 17 | VOO | VANGUARD INDEX FDS ETF | $4.6M | 1.46% | 6,694 | 增持 |
| 18 | CAT | CATERPILLAR INC | $4.2M | 1.34% | 3,976 | 增持 |
| 19 | CGGR | CAPITAL GRP GROWTH ETF | $4.1M | 1.30% | 86,679 | 增持 |
| 20 | RTX | RTX CORP | $3.5M | 1.12% | 18,656 | 增持 |
| 21 | CGDV | CAPITAL GRP DIVIDEND ETF | $3.2M | 1.01% | 64,890 | 增持 |
| 22 | INCM | FRANKLIN TEMPLETON ETF | $3.2M | 1.01% | 110,145 | 增持 |
| 23 | CSCO | CISCO SYSTEMS INC | $3.2M | 1.00% | 26,837 | 减持 |
| 24 | GOOG | ALPHABET INC NON VOTING | $3.1M | 0.99% | 8,804 | 减持 |
| 25 | CGCB | CAPITAL GROUP FXD ETF | $2.8M | 0.89% | 107,277 | 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