Taylor Financial Group, Inc. 13F 持仓 · 2026年Q2
Taylor Financial Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 103 只证券,申报市值合计 1.82 亿美元。前几大持仓:VUG(15.69%)、NSC(13.81%)、IJT(3.31%)。本季前 25 大持仓中:增持 10 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $28.5M | 15.69% | 331,273 | 增持 |
| 2 | NSC | NORFOLK SOUTHN CORP | $25.1M | 13.81% | 79,892 | 减持 |
| 3 | IJT | ISHARES TR | $6.0M | 3.31% | 33,671 | 增持 |
| 4 | AAPL | APPLE INC | $5.5M | 3.05% | 19,153 | 持平 |
| 5 | DIVB | ISHARES TR | $5.0M | 2.73% | 80,488 | 增持 |
| 6 | DVY | ISHARES TR | $4.8M | 2.61% | 30,431 | 增持 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.7M | 2.56% | 9,323 | 持平 |
| 8 | CGBL | CAPITAL GROUP CORE BALANCED | $4.6M | 2.54% | 121,739 | 增持 |
| 9 | GAL | SSGA ACTIVE ETF TR | $4.3M | 2.37% | 81,670 | 增持 |
| 10 | LLY | ELI LILLY & CO | $4.2M | 2.30% | 3,485 | 持平 |
| 11 | AOM | ISHARES TR | $4.0M | 2.22% | 81,107 | 增持 |
| 12 | VTV | VANGUARD INDEX FDS | $3.4M | 1.87% | 15,603 | 增持 |
| 13 | IJH | ISHARES TR | $3.4M | 1.85% | 43,735 | 增持 |
| 14 | HD | HOME DEPOT INC | $3.1M | 1.72% | 8,861 | 减持 |
| 15 | ORCL | ORACLE CORP | $2.8M | 1.57% | 19,445 | 减持 |
| 16 | MSFT | MICROSOFT CORP | $2.8M | 1.53% | 7,449 | 增持 |
| 17 | IJS | ISHARES TR | $2.4M | 1.34% | 17,817 | 减持 |
| 18 | PH | PARKER-HANNIFIN CORP | $2.3M | 1.28% | 2,390 | 减持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $2.2M | 1.21% | 2,941 | 减持 |
| 20 | MCHP | MICROCHIP TECHNOLOGY INC. | $2.0M | 1.08% | 21,616 | 减持 |
| 21 | BX | BLACKSTONE INC | $1.9M | 1.04% | 16,021 | 持平 |
| 22 | CAT | CATERPILLAR INC | $1.9M | 1.03% | 1,768 | 持平 |
| 23 | QQQ | INVESCO QQQ TR | $1.9M | 1.03% | 2,542 | 减持 |
| 24 | MAR | MARRIOTT INTL INC NEW | $1.8M | 0.99% | 4,856 | 减持 |
| 25 | LMT | LOCKHEED MARTIN CORP | $1.7M | 0.92% | 3,279 | 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