Sandro Wealth Management LLC 13F 持仓 · 2026年Q2
Sandro Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 103 只证券，申报市值合计 1.38 亿美元。前几大持仓：GOOGL（5.88%）、NVDA（5.69%）、AAPL（5.28%）。本季前 25 大持仓中：增持 20 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $8.1M | 5.88% | 22,760 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $7.9M | 5.69% | 39,356 | 增持 |
| 3 | AAPL | APPLE INC | $7.3M | 5.28% | 25,271 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $6.1M | 4.43% | 16,438 | 增持 |
| 5 | AMZN | AMAZON COM INC | $4.9M | 3.51% | 20,356 | 增持 |
| 6 | VICR | VICOR CORP | $4.0M | 2.88% | 10,500 | 减持 |
| 7 | MA | MASTERCARD INCORPORATED | $3.8M | 2.75% | 7,417 | 增持 |
| 8 | AVGO | BROADCOM INC | $3.7M | 2.67% | 9,785 | 增持 |
| 9 | ASML | ASML HLDG NV | $3.4M | 2.46% | 1,713 | 持平 |
| 10 | V | VISA INC | $3.4M | 2.46% | 9,936 | 增持 |
| 11 | PWR | QUANTA SVCS INC | $3.3M | 2.41% | 4,626 | 减持 |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $3.3M | 2.40% | 40,181 | 增持 |
| 13 | ROIV | ROIVANT SCIENCES LTD | $3.2M | 2.30% | 90,130 | 增持 |
| 14 | WMT | WALMART INC | $3.2M | 2.29% | 27,940 | 增持 |
| 15 | INDV | INDIVIOR PHARMACEUTICALS INC | $3.0M | 2.18% | 73,634 | 减持 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $3.0M | 2.15% | 3,176 | 增持 |
| 17 | HCA | HCA HEALTHCARE INC | $2.6M | 1.87% | 6,627 | 增持 |
| 18 | TT | TRANE TECHNOLOGIES PLC | $2.5M | 1.84% | 5,179 | 增持 |
| 19 | VOO | VANGUARD INDEX FDS | $2.2M | 1.61% | 3,248 | 增持 |
| 20 | HD | HOME DEPOT INC | $2.1M | 1.54% | 6,041 | 增持 |
| 21 | PH | PARKER-HANNIFIN CORP | $2.1M | 1.53% | 2,165 | 增持 |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | $2.0M | 1.42% | 3,928 | 增持 |
| 23 | CTAS | CINTAS CORP | $1.9M | 1.40% | 11,395 | 增持 |
| 24 | MCD | MCDONALDS CORP | $1.9M | 1.39% | 7,106 | 增持 |
| 25 | NEE | NEXTERA ENERGY INC | $1.9M | 1.38% | 21,795 | 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