Spurstone Advisory Services, LLC 13F 持仓 · 2026年Q2
Spurstone Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 99 只证券，申报市值合计 732.21 万美元。前几大持仓：AAPL（19.92%）、RTX（10.58%）、SPY（8.07%）。本季前 25 大持仓中：新建仓 4 只、增持 6 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $1.5M | 19.92% | 4,954 | 减持 |
| 2 | RTX | RTX Corp | $774,408 | 10.58% | 4,038 | 减持 |
| 3 | SPY | State Street ETF/USA | $590,642 | 8.07% | 792 | 增持 |
| 4 | HCA | HCA Healthcare Inc | $476,607 | 6.51% | 1,212 | 增持 |
| 5 | XOM | Exxon Mobil Corp | $463,079 | 6.32% | 3,398 | 增持 |
| 6 | PANW | Palo Alto Networks Inc | $422,448 | 5.77% | 1,200 | 持平 |
| 7 | FTNT | Fortinet Inc | $397,450 | 5.43% | 2,500 | 持平 |
| 8 | CRWD | Crowdstrike Holdings Inc | $372,461 | 5.09% | 482 | 增持 |
| 9 | UPS | United Parcel Service Inc | $348,556 | 4.76% | 3,182 | 减持 |
| 10 | CVX | Chevron Corp | $334,694 | 4.57% | 2,020 | 持平 |
| 11 | TRV | Travelers Cos Inc/The | $199,434 | 2.72% | 596 | 持平 |
| 12 | PFE | Pfizer Inc | $175,375 | 2.40% | 7,344 | 持平 |
| 13 | CAT | Caterpillar Inc | $99,141 | 1.35% | 100 | 新建仓 |
| 14 | LUMN | Lumen Technologies Inc | $89,161 | 1.22% | 12,470 | 新建仓 |
| 15 | WBS | Webster Financial Corp | $84,600 | 1.16% | 1,104 | 持平 |
| 16 | AMZN | Amazon.com Inc | $64,292 | 0.88% | 266 | 减持 |
| 17 | RCL | Royal Caribbean Cruises Ltd | $61,260 | 0.84% | 200 | 持平 |
| 18 | PNFP | Pinnacle Financial Partners Inc | $58,980 | 0.81% | 585 | 增持 |
| 19 | S | SentinelOne Inc | $58,047 | 0.79% | 3,300 | 新建仓 |
| 20 | QCOM | Qualcomm Inc | $55,668 | 0.76% | 306 | 持平 |
| 21 | F | Ford Motor Co | $53,878 | 0.74% | 3,950 | 增持 |
| 22 | IBIT | iShares Trust | $53,890 | 0.74% | 1,585 | 持平 |
| 23 | MRVL | Marvell Technology Inc | $54,410 | 0.74% | 200 | 新建仓 |
| 24 | MRK | Merck & Co Inc | $46,888 | 0.64% | 374 | 持平 |
| 25 | BAC | Bank of America Corp | $45,521 | 0.62% | 780 | 持平 |
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