Steigerwald, Gordon & Koch Inc. 13F 持仓 · 2026年Q2
Steigerwald, Gordon & Koch 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 765 只证券，申报市值合计 10.09 亿美元。前几大持仓：AAPL（5.22%）、JPM（3.83%）、RTX（3.38%）。本季前 25 大持仓中：增持 3 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $52.7M | 5.22% | 182,026 | 减持 |
| 2 | JPM | JP Morgan Chase & Co | $38.6M | 3.83% | 117,984 | 减持 |
| 3 | RTX | Raytheon Technologies Ord | $34.1M | 3.38% | 179,530 | 减持 |
| 4 | DE | Deere & Co | $33.5M | 3.32% | 52,809 | 减持 |
| 5 | GOOGL | Alphabet Inc Class A | $32.7M | 3.24% | 91,449 | 减持 |
| 6 | MSFT | Microsoft Corp | $31.8M | 3.15% | 85,142 | 增持 |
| 7 | TRV | Travelers Companies Inc | $30.8M | 3.05% | 93,276 | 减持 |
| 8 | WMT | Wal-Mart Stores Inc | $30.0M | 2.97% | 264,783 | 减持 |
| 9 | JNJ | Johnson & Johnson | $28.9M | 2.87% | 113,876 | 减持 |
| 10 | DKS | Dick's Sporting Goods | $28.6M | 2.83% | 125,954 | 减持 |
| 11 | V | Visa Inc | $28.2M | 2.79% | 82,180 | 增持 |
| 12 | CACI | CACI International | $28.0M | 2.77% | 60,432 | 减持 |
| 13 | IBM | International Business Machines | $27.4M | 2.72% | 97,405 | 减持 |
| 14 | MCK | McKesson Corporation | $27.4M | 2.71% | 36,210 | 减持 |
| 15 | WFC | Wells Fargo & Co | $26.9M | 2.66% | 325,174 | 减持 |
| 16 | AMGN | Amgen Incorporated | $25.4M | 2.52% | 70,256 | 减持 |
| 17 | VTR | Ventas Inc | $24.4M | 2.42% | 275,078 | 减持 |
| 18 | SYK | Stryker Corp | $22.1M | 2.19% | 70,209 | 增持 |
| 19 | KMI | Kinder Morgan Inc | $21.8M | 2.16% | 680,728 | 减持 |
| 20 | NEE | Nextera Energy Inc | $21.8M | 2.16% | 248,810 | 减持 |
| 21 | CARR | Carrier Global Corp | $21.6M | 2.14% | 294,831 | 减持 |
| 22 | LIN | Linde PLC | $18.5M | 1.84% | 35,732 | 减持 |
| 23 | KO | Coca Cola Company | $18.4M | 1.82% | 226,481 | 减持 |
| 24 | ADP | Auto Data Processing | $18.0M | 1.78% | 80,207 | 减持 |
| 25 | ELV | Elevance Health Inc | $17.4M | 1.72% | 44,876 | 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