Segment Wealth Management, LLC 13F 持仓 · 2026年Q2
Segment Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 311 只证券，申报市值合计 19.28 亿美元。前几大持仓：VTI（6.27%）、BRKB（4.25%）、GEV（3.63%）。本季前 25 大持仓中：增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $120.9M | 6.27% | 326,748 | 增持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $81.9M | 4.25% | 163,605 | 减持 |
| 3 | GEV | GE VERNOVA INC | $69.9M | 3.63% | 59,538 | 减持 |
| 4 | AVGO | BROADCOM INC | $64.1M | 3.33% | 169,801 | 减持 |
| 5 | QQQ | INVESCO QQQ TR | $56.5M | 2.93% | 76,710 | 增持 |
| 6 | ASML | ASML HLDG NV | $50.6M | 2.62% | 25,422 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $48.6M | 2.52% | 242,787 | 增持 |
| 8 | AAPL | APPLE INC | $44.2M | 2.30% | 152,914 | 增持 |
| 9 | CAT | CATERPILLAR INC | $43.4M | 2.25% | 40,795 | 减持 |
| 10 | GOOGL | ALPHABET INC | $32.4M | 1.68% | 90,647 | 减持 |
| 11 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $29.2M | 1.51% | 39 | 持平 |
| 12 | WMT | WALMART INC | $28.7M | 1.49% | 253,512 | 增持 |
| 13 | SPYM | SPDR SERIES TRUST | $28.3M | 1.47% | 321,618 | 增持 |
| 14 | XOM | EXXON MOBIL CORP | $28.1M | 1.46% | 205,639 | 增持 |
| 15 | MSFT | MICROSOFT CORP | $27.3M | 1.41% | 73,059 | 增持 |
| 16 | PH | PARKER-HANNIFIN CORP | $27.1M | 1.41% | 27,693 | 减持 |
| 17 | APH | AMPHENOL CORP | $26.9M | 1.39% | 152,384 | 增持 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $25.3M | 1.31% | 33,912 | 增持 |
| 19 | GRMN | GARMIN LTD | $25.0M | 1.30% | 105,219 | 增持 |
| 20 | TXN | TEXAS INSTRS INC | $24.9M | 1.29% | 83,685 | 增持 |
| 21 | V | VISA INC | $23.4M | 1.22% | 68,283 | 增持 |
| 22 | MPC | MARATHON PETE CORP | $23.3M | 1.21% | 91,147 | 增持 |
| 23 | MCK | MCKESSON CORP | $23.0M | 1.19% | 30,383 | 增持 |
| 24 | GS | GOLDMAN SACHS GROUP INC | $22.5M | 1.16% | 22,204 | 增持 |
| 25 | MAR | MARRIOTT INTL INC NEW | $22.1M | 1.15% | 59,636 | 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