St. Louis Financial Planners Asset Management, LLC 13F 持仓 · 2026年Q2
St. Louis Financial Planners Asset Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 30 只证券,申报市值合计 1.88 亿美元。前几大持仓:BSCQ(27.95%)、BIL(8.76%)、MU(6.15%)。本季前 25 大持仓中:新建仓 10 只、增持 8 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $52.4M | 27.95% | 2.7M | 增持 |
| 2 | BIL | SPDR SERIES TRUST | $16.4M | 8.76% | 179,680 | 减持 |
| 3 | MU | MICRON TECHNOLOGY INC | $11.5M | 6.15% | 11,831 | 减持 |
| 4 | WDC | WESTERN DIGITAL CORP | $6.6M | 3.50% | 12,184 | 减持 |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $5.7M | 3.07% | 11,101 | 减持 |
| 6 | ABBV | ABBVIE INC | $5.0M | 2.67% | 19,202 | 新建仓 |
| 7 | MRK | MERCK & CO INC | $5.0M | 2.66% | 38,510 | 增持 |
| 8 | HD | HOME DEPOT INC | $5.0M | 2.65% | 13,861 | 增持 |
| 9 | ABT | ABBOTT LABORATORIES | $4.9M | 2.61% | 51,393 | 新建仓 |
| 10 | PG | PROCTER & GAMBLE CO | $4.7M | 2.50% | 30,930 | 增持 |
| 11 | KO | COCA COLA CO | $4.6M | 2.44% | 54,302 | 增持 |
| 12 | LRCX | LAM RESEARCH CORP | $4.3M | 2.32% | 12,368 | 新建仓 |
| 13 | IBM | INTERNATIONAL BUSINESS MACHS | $4.1M | 2.20% | 14,234 | 增持 |
| 14 | INTC | INTEL CORP | $4.1M | 2.19% | 34,191 | 新建仓 |
| 15 | GE | GE AEROSPACE | $4.0M | 2.15% | 10,682 | 新建仓 |
| 16 | CSCO | CISCO SYS INC | $3.8M | 2.03% | 33,711 | 减持 |
| 17 | V | VISA INC | $3.7M | 1.97% | 10,176 | 新建仓 |
| 18 | AAPL | APPLE INC | $3.7M | 1.95% | 11,831 | 减持 |
| 19 | RTX | RTX CORPORATION | $3.6M | 1.93% | 18,187 | 新建仓 |
| 20 | AXP | AMERICAN EXPRESS CO | $3.6M | 1.91% | 10,201 | 新建仓 |
| 21 | CRM | SALESFORCE INC | $3.6M | 1.90% | 21,429 | 增持 |
| 22 | JNJ | JOHNSON & JOHNSON | $3.6M | 1.90% | 13,521 | 减持 |
| 23 | AMZN | AMAZON COM INC | $3.5M | 1.88% | 14,520 | 增持 |
| 24 | C | CITIGROUP INC | $3.5M | 1.88% | 25,148 | 新建仓 |
| 25 | MS | MORGAN STANLEY | $3.4M | 1.83% | 16,065 | 新建仓 |
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