Rowlandmiller & Partners.Adv 13F 持仓 · 2026年Q2
Rowlandmiller & Partners.Adv 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 195 只证券，申报市值合计 5.49 亿美元。前几大持仓：AAPL（6.68%）、GOOG（5.79%）、INTC（4.07%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $36.6M | 6.68% | 126,596 | 减持 |
| 2 | GOOG | ALPHABET INC CAP STK CL C | $31.7M | 5.79% | 89,850 | 减持 |
| 3 | INTC | INTEL CORP COM | $22.4M | 4.07% | 160,083 | 减持 |
| 4 | PGR | PROGRESSIVE CORP COM | $22.2M | 4.05% | 101,695 | 减持 |
| 5 | MSFT | MICROSOFT CORP COM | $20.2M | 3.68% | 54,058 | 增持 |
| 6 | LLY | ELI LILLY & CO COM | $18.1M | 3.30% | 15,075 | 减持 |
| 7 | WMT | WALMART INC COM | $17.5M | 3.19% | 154,570 | 减持 |
| 8 | KO | COCA COLA CO COM | $16.7M | 3.05% | 206,019 | 减持 |
| 9 | JNJ | JOHNSON & JOHNSON COM | $16.3M | 2.97% | 64,152 | 减持 |
| 10 | CMI | CUMMINS INC COM | $15.0M | 2.73% | 21,026 | 减持 |
| 11 | QCOM | QUALCOMM INC COM | $12.7M | 2.31% | 68,524 | 增持 |
| 12 | ADP | AUTOMATIC DATA PROCESSING INC COM | $11.6M | 2.12% | 52,016 | 减持 |
| 13 | CB | CHUBB LIMITED COM | $11.4M | 2.07% | 33,387 | 增持 |
| 14 | ABBV | ABBVIE INC COM | $10.9M | 1.98% | 43,246 | 增持 |
| 15 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $10.8M | 1.97% | 79,239 | 新建仓 |
| 16 | HD | HOME DEPOT INC COM | $10.2M | 1.86% | 29,006 | 增持 |
| 17 | MCD | MCDONALDS CORP COM | $9.9M | 1.81% | 36,807 | 减持 |
| 18 | VZ | VERIZON COMMUNICATIONS INC COM | $9.8M | 1.78% | 230,592 | 增持 |
| 19 | TFC | TRUIST FINL CORP COM | $9.0M | 1.65% | 181,643 | 减持 |
| 20 | NVDA | NVIDIA CORPORATION COM | $8.7M | 1.59% | 43,548 | 增持 |
| 21 | CVX | CHEVRON | $8.4M | 1.52% | 50,387 | 减持 |
| 22 | JPM | JPMORGAN CHASE & CO COM | $8.2M | 1.50% | 25,078 | 减持 |
| 23 | CFR | CULLEN FROST BANKERS INC COM | $8.0M | 1.45% | 51,491 | 减持 |
| 24 | GPC | GENUINE PARTS CO COM | $5.5M | 1.01% | 46,946 | 减持 |
| 25 | UPS | UNITED PARCEL SVCS INC CL B | $5.4M | 0.99% | 50,279 | 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