Stokes Capital Advisors, LLC 13F 持仓 · 2026年Q3
Stokes Capital Advisors 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 118 只证券，申报市值合计 4.55 亿美元。前几大持仓：MSFT（5.12%）、AVGO（4.15%）、AAPL（3.34%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $23.3M | 5.12% | 45,488 | 增持 |
| 2 | AVGO | BROADCOM INC | $18.9M | 4.15% | 53,762 | 增持 |
| 3 | AAPL | APPLE INC | $15.2M | 3.34% | 45,635 | 减持 |
| 4 | JPM | JPMORGAN CHASE & CO | $15.1M | 3.32% | 45,738 | 增持 |
| 5 | PYLD | PIMCO ETF TR | $12.7M | 2.79% | 501,361 | 减持 |
| 6 | TJX | TJX COS INC NEW | $12.4M | 2.73% | 93,835 | 增持 |
| 7 | V | VISA INC | $11.8M | 2.58% | 32,753 | 减持 |
| 8 | JNJ | JOHNSON & JOHNSON | $11.7M | 2.57% | 44,204 | 增持 |
| 9 | LLY | ELI LILLY & CO | $11.4M | 2.51% | 9,865 | 增持 |
| 10 | TXN | TEXAS INSTRS INC | $10.8M | 2.38% | 38,715 | 减持 |
| 11 | MINT | PIMCO ETF TR | $10.4M | 2.28% | 103,397 | 减持 |
| 12 | WMB | WILLIAMS COS INC | $10.3M | 2.27% | 152,172 | 增持 |
| 13 | KO | COCA COLA CO | $9.7M | 2.13% | 112,782 | 减持 |
| 14 | AXP | AMERICAN EXPRESS CO | $9.5M | 2.09% | 31,254 | 减持 |
| 15 | ABBV | ABBVIE INC | $9.4M | 2.06% | 35,791 | 减持 |
| 16 | GOOGL | ALPHABET INC | $9.2M | 2.02% | 26,746 | 增持 |
| 17 | MCD | MCDONALDS CORP | $9.0M | 1.98% | 39,001 | 增持 |
| 18 | PG | PROCTER & GAMBLE CO | $8.9M | 1.95% | 61,068 | 增持 |
| 19 | MA | MASTERCARD INCORPORATED | $8.8M | 1.93% | 15,946 | 减持 |
| 20 | XOM | EXXONMOBIL HOLDINGS CORP | $8.7M | 1.92% | 53,658 | 新建仓 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $8.5M | 1.87% | 9,350 | 减持 |
| 22 | CAT | CATERPILLAR INC | $8.3M | 1.83% | 10,255 | 增持 |
| 23 | CB | CHUBB LIMITED | $7.9M | 1.73% | 24,191 | 减持 |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | $7.4M | 1.64% | 33,863 | 减持 |
| 25 | QCOM | QUALCOMM INC | $7.4M | 1.62% | 40,071 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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