SGL Investment Advisors, Inc. 13F 持仓 · 2026年Q2
SGL Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 131 只证券，申报市值合计 2.90 亿美元。前几大持仓：MSFT（4.34%）、AAPL（4.05%）、IVW（4.03%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $12.6M | 4.34% | 24,859 | 增持 |
| 2 | AAPL | APPLE INC | $11.7M | 4.05% | 38,055 | 减持 |
| 3 | IVW | ISHARES TR | $11.7M | 4.03% | 82,316 | 增持 |
| 4 | SCHF | SCHWAB STRATEGIC TR | $11.6M | 4.01% | 413,584 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $8.8M | 3.03% | 40,345 | 增持 |
| 6 | PANW | PALO ALTO NETWORKS INC | $8.0M | 2.76% | 20,770 | 减持 |
| 7 | JPM | JPMORGAN CHASE & CO | $7.7M | 2.67% | 21,529 | 增持 |
| 8 | JNJ | JOHNSON & JOHNSON | $7.7M | 2.65% | 29,360 | 减持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $7.2M | 2.47% | 9,256 | 增持 |
| 10 | CVX | CHEVRON CORPORATION | $7.0M | 2.41% | 35,909 | 增持 |
| 11 | MA | MASTERCARD INCORPORATED | $7.0M | 2.41% | 12,409 | 增持 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.6M | 2.27% | 12,445 | 增持 |
| 13 | DGX | QUEST DIAGNOSTICS INC | $6.5M | 2.24% | 27,290 | 减持 |
| 14 | CMI | CUMMINS INC | $6.2M | 2.13% | 9,742 | 增持 |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | $6.1M | 2.09% | 25,664 | 增持 |
| 16 | HD | HOME DEPOT INC | $6.0M | 2.07% | 17,115 | 增持 |
| 17 | TXN | TEXAS INSTRS INC | $5.6M | 1.94% | 20,035 | 增持 |
| 18 | TRV | TRAVELERS COMPANIES INC | $5.5M | 1.90% | 14,689 | 增持 |
| 19 | IAU | ISHARES GOLD TR | $5.5M | 1.89% | 66,231 | 增持 |
| 20 | VCIT | VANGUARD SCOTTSDALE FDS | $5.1M | 1.77% | 63,245 | 增持 |
| 21 | ETN | EATON CORP PLC | $5.1M | 1.76% | 11,490 | 增持 |
| 22 | GOOG | ALPHABET INC | $4.9M | 1.70% | 13,876 | 减持 |
| 23 | LRCX | LAM RESEARCH CORP | $4.8M | 1.66% | 15,749 | 增持 |
| 24 | META | META PLATFORMS INC | $4.7M | 1.61% | 7,860 | 增持 |
| 25 | WMT | WALMART INC | $4.4M | 1.52% | 39,012 | 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