R.M.Sincerbeaux Capital Management LLC 13F 持仓 · 2026年Q2
R.M.Sincerbeaux Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 1.88 亿美元。前几大持仓：WMB（10.11%）、V（9.92%）、MSFT（8.34%）。本季前 25 大持仓中：增持 1 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WMB | WILLIAMS COS INC | $19.0M | 10.11% | 255,723 | 持平 |
| 2 | V | VISA INC | $18.7M | 9.92% | 54,389 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $15.7M | 8.34% | 42,045 | 增持 |
| 4 | ABBV | ABBVIE INC | $13.9M | 7.41% | 55,400 | 持平 |
| 5 | KMI | KINDER MORGAN INC DEL | $12.2M | 6.50% | 382,107 | 持平 |
| 6 | GS | GOLDMAN SACHS GROUP INC | $11.0M | 5.84% | 10,854 | 持平 |
| 7 | JPM | JPMORGAN CHASE & CO | $9.8M | 5.20% | 29,870 | 持平 |
| 8 | QCOM | QUALCOMM INC | $9.5M | 5.08% | 51,650 | 减持 |
| 9 | BAC | BANK OF AMER CORP | $9.4M | 5.02% | 165,577 | 持平 |
| 10 | ADP | AUTOMATIC DATA PROCESSING IN | $8.4M | 4.48% | 37,650 | 持平 |
| 11 | ADI | ANALOG DEVICES INC | $5.7M | 3.03% | 14,367 | 持平 |
| 12 | BA | BOEING CO | $5.0M | 2.64% | 22,950 | 持平 |
| 13 | CSCO | CISCO SYS INC | $4.6M | 2.46% | 39,400 | 持平 |
| 14 | EBAY | EBAY INC. | $4.2M | 2.25% | 37,800 | 减持 |
| 15 | AMZN | AMAZON COM INC | $4.2M | 2.24% | 17,700 | 持平 |
| 16 | PYPL | PAYPAL HLDGS INC | $4.1M | 2.16% | 94,200 | 持平 |
| 17 | HD | HOME DEPOT INC | $3.1M | 1.65% | 8,800 | 持平 |
| 18 | WH | WYNDHAM HOTELS & RESORTS INC | $2.8M | 1.50% | 33,400 | 持平 |
| 19 | KO | COCA COLA CO | $2.8M | 1.49% | 34,530 | 持平 |
| 20 | TNL | TRAVEL PLUS LEISURE CO | $2.5M | 1.33% | 32,600 | 持平 |
| 21 | C | CITIGROUP INC | $2.5M | 1.32% | 17,719 | 持平 |
| 22 | WMT | WALMART INC | $2.3M | 1.23% | 20,500 | 持平 |
| 23 | FDX | FEDEX CORP | $2.0M | 1.07% | 6,400 | 持平 |
| 24 | PFE | PFIZER INC | $1.9M | 0.99% | 77,032 | 持平 |
| 25 | BR | BROADRIDGE FINL SOLUTIONS IN | $1.8M | 0.94% | 12,900 | 持平 |
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