Scott & Selber, Inc. 13F 持仓 · 2026年Q2
Scott & Selber 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 91 只证券，申报市值合计 4.74 亿美元。前几大持仓：MU（10.64%）、NVDA（7.29%）、AAPL（6.69%）。本季前 25 大持仓中：增持 1 只、减持 23 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $50.4M | 10.64% | 43,651 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $34.5M | 7.29% | 172,564 | 减持 |
| 3 | AAPL | APPLE INC | $31.7M | 6.69% | 109,589 | 减持 |
| 4 | AVGO | BROADCOM INC | $24.7M | 5.21% | 65,394 | 减持 |
| 5 | GOOG | ALPHABET INC | $24.5M | 5.18% | 69,460 | 减持 |
| 6 | LRCX | LAM RESEARCH CORP | $19.9M | 4.20% | 45,867 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $17.0M | 3.58% | 45,455 | 减持 |
| 8 | AMAT | APPLIED MATLS INC | $15.7M | 3.31% | 21,687 | 减持 |
| 9 | AMZN | AMAZON COM INC | $14.3M | 3.03% | 60,132 | 减持 |
| 10 | C | CITIGROUP INC | $10.9M | 2.30% | 77,747 | 减持 |
| 11 | VUG | VANGUARD INDEX FDS | $8.6M | 1.82% | 100,115 | 增持 |
| 12 | KMI | KINDER MORGAN INC DEL | $8.2M | 1.72% | 255,244 | 减持 |
| 13 | JPM | JPMORGAN CHASE & CO | $8.1M | 1.71% | 24,698 | 减持 |
| 14 | CSCO | CISCO SYS INC | $7.7M | 1.63% | 65,771 | 减持 |
| 15 | GNRC | GENERAC HLDGS INC | $7.4M | 1.57% | 25,349 | 减持 |
| 16 | WMB | WILLIAMS COS INC | $7.2M | 1.52% | 96,961 | 减持 |
| 17 | META | META PLATFORMS INC | $6.9M | 1.45% | 12,233 | 减持 |
| 18 | GS | GOLDMAN SACHS GROUP INC | $6.4M | 1.36% | 6,350 | 减持 |
| 19 | RTX | RTX CORPORATION | $6.2M | 1.32% | 32,909 | 减持 |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $6.1M | 1.29% | 25,782 | 减持 |
| 21 | VXUS | VANGUARD STAR FDS | $5.9M | 1.25% | 69,435 | 持平 |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $5.8M | 1.23% | 9,991 | 减持 |
| 23 | BAC | BANK OF AMER CORP | $5.8M | 1.22% | 101,768 | 减持 |
| 24 | XOM | EXXON MOBIL CORP | $5.7M | 1.20% | 41,566 | 减持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.6M | 1.17% | 11,123 | 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