Sawyer & Company, Inc 13F 持仓 · 2026年Q2
Sawyer & Company 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 202 只证券，申报市值合计 2.98 亿美元。前几大持仓：MU（6.21%）、GOOGL（6.00%）、NVDA（5.07%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY | $18.5M | 6.21% | 16,036 | 减持 |
| 2 | GOOGL | ALPHABET INC A | $17.9M | 6.00% | 50,035 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $15.1M | 5.07% | 75,435 | 减持 |
| 4 | AAPL | APPLE INC | $14.6M | 4.90% | 50,402 | 减持 |
| 5 | LLY | ELI LILLY & CO | $14.0M | 4.69% | 11,647 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $12.1M | 4.05% | 32,358 | 增持 |
| 7 | ORCL | ORACLE CORP | $8.9M | 3.00% | 61,033 | 减持 |
| 8 | TJX | TJX COMPANIES INC NEW | $7.9M | 2.66% | 52,365 | 减持 |
| 9 | ANET | ARISTA NETWORKS INC | $7.1M | 2.38% | 41,786 | 减持 |
| 10 | V | VISA INC A | $6.9M | 2.33% | 20,218 | 减持 |
| 11 | CSCO | CISCO SYS INC | $5.9M | 1.98% | 50,307 | 增持 |
| 12 | AMGN | AMGEN INC | $5.7M | 1.91% | 15,704 | 减持 |
| 13 | TRV | TRAVELLERS COMPANIES INC | $5.4M | 1.82% | 16,460 | 减持 |
| 14 | VOO | VANGUARD INDEX FDS | $5.1M | 1.73% | 7,492 | 增持 |
| 15 | META | META PLATFORMS INC | $5.1M | 1.71% | 9,064 | 减持 |
| 16 | JPM | JPMORGAN CHASE & CO | $4.9M | 1.64% | 14,882 | 减持 |
| 17 | XOM | EXXONMOBIL HOLDINGS CORP | $4.6M | 1.55% | 33,668 | 减持 |
| 18 | ETN | EATON CORP PLC | $4.6M | 1.54% | 10,733 | 减持 |
| 19 | ADP | AUTOMATIC DATA PROCESSING INC | $4.5M | 1.51% | 20,043 | 增持 |
| 20 | AMZN | AMAZON COM INC | $4.2M | 1.40% | 17,452 | 减持 |
| 21 | PAYX | PAYCHEX INC | $3.9M | 1.32% | 39,960 | 增持 |
| 22 | JNJ | JOHNSON & JOHNSON | $3.8M | 1.29% | 15,146 | 减持 |
| 23 | MA | MASTERCARD INC A | $3.7M | 1.24% | 7,171 | 减持 |
| 24 | DIS | DISNEY WALT CO | $3.6M | 1.21% | 37,325 | 减持 |
| 25 | BRK.B | BERKSHIRE HATHAWAY INC | $3.4M | 1.13% | 6,713 | 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