Ridgecrest Wealth Partners, LLC 13F 持仓 · 2026年Q2
Ridgecrest Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 111 只证券，申报市值合计 2.07 亿美元。前几大持仓：GOOGL（10.92%）、AAPL（10.75%）、DGRO（6.64%）。本季前 25 大持仓中：增持 9 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $22.6M | 10.92% | 63,336 | 增持 |
| 2 | AAPL | APPLE INC | $22.3M | 10.75% | 76,989 | 减持 |
| 3 | DGRO | ISHARES TR | $13.8M | 6.64% | 181,702 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $13.5M | 6.51% | 67,440 | 减持 |
| 5 | VOO | VANGUARD INDEX FDS | $11.2M | 5.38% | 16,235 | 增持 |
| 6 | IVV | ISHARES TR | $7.5M | 3.61% | 9,999 | 减持 |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $6.9M | 3.35% | 29,329 | 减持 |
| 8 | ITOT | ISHARES TR | $6.5M | 3.13% | 39,536 | 减持 |
| 9 | GOOG | ALPHABET INC | $6.3M | 3.06% | 17,955 | 减持 |
| 10 | MSFT | MICROSOFT CORP | $5.6M | 2.72% | 15,127 | 增持 |
| 11 | CVX | CHEVRON CORPORATION | $4.5M | 2.18% | 27,261 | 减持 |
| 12 | AVGO | BROADCOM INC | $4.2M | 2.05% | 11,239 | 减持 |
| 13 | AMAT | APPLIED MATLS INC | $4.1M | 1.96% | 5,621 | 增持 |
| 14 | PG | PROCTER & GAMBLE CO | $3.3M | 1.59% | 22,493 | 减持 |
| 15 | CSCO | CISCO SYS INC | $3.2M | 1.55% | 27,276 | 增持 |
| 16 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.0M | 1.45% | 4 | 持平 |
| 17 | VYM | VANGUARD WHITEHALL FDS | $2.7M | 1.31% | 17,142 | 持平 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $2.6M | 1.27% | 3,515 | 减持 |
| 19 | HDV | ISHARES TR | $2.6M | 1.26% | 95,357 | 增持 |
| 20 | KO | COCA COLA CO | $2.3M | 1.11% | 28,316 | 持平 |
| 21 | ABBV | ABBVIE INC | $2.1M | 1.01% | 8,339 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO | $2.0M | 0.95% | 6,016 | 减持 |
| 23 | BC | BRUNSWICK CORP | $1.9M | 0.94% | 23,108 | 减持 |
| 24 | AMZN | AMAZON COM INC | $1.9M | 0.92% | 7,989 | 增持 |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $1.9M | 0.90% | 6,662 | 减持 |
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