Taylor Hoffman Wealth Management 13F 持仓 · 最近申报 2024年Q2
Taylor Hoffman Wealth Management 在 2024年Q2（报告期截至 2024-06-30）的 SEC 13F 申报中报告了 111 只证券，申报市值合计 2.45 亿美元。前几大持仓：AAPL（8.54%）、ANET（5.20%）、AMAT（4.32%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $21.0M | 8.54% | 96,701 | 增持 |
| 2 | ANET | ARISTA NETWORKS INC | $12.8M | 5.20% | 35,778 | 减持 |
| 3 | AMAT | APPLIED MATLS INC | $10.6M | 4.32% | 44,670 | 减持 |
| 4 | META | META PLATFORMS INC | $10.5M | 4.26% | 20,723 | 增持 |
| 5 | LRCX | LAM RESEARCH CORP | $9.3M | 3.79% | 8,769 | 减持 |
| 6 | FICO | FAIR ISAAC CORP | $8.4M | 3.41% | 5,586 | 增持 |
| 7 | GOOGL | ALPHABET INC | $7.1M | 2.87% | 38,544 | 增持 |
| 8 | ADBE | ADOBE INC | $6.4M | 2.62% | 11,474 | 增持 |
| 9 | DE | DEERE & CO | $5.9M | 2.41% | 16,357 | 增持 |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $5.4M | 2.18% | 108,219 | 增持 |
| 11 | SNA | SNAP ON INC | $5.1M | 2.08% | 19,836 | 增持 |
| 12 | EBAY | EBAY INC. | $5.0M | 2.05% | 95,416 | 增持 |
| 13 | PG | PROCTER AND GAMBLE CO | $5.0M | 2.05% | 30,994 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $5.0M | 2.04% | 10,984 | 增持 |
| 15 | CSCO | CISCO SYS INC | $4.8M | 1.95% | 100,963 | 增持 |
| 16 | AWI | ARMSTRONG WORLD INDS INC NEW | $4.8M | 1.94% | 42,737 | 增持 |
| 17 | GNTX | GENTEX CORP | $4.5M | 1.84% | 134,133 | 增持 |
| 18 | PAYX | PAYCHEX INC | $4.5M | 1.83% | 38,327 | 增持 |
| 19 | BND | VANGUARD BD INDEX FDS | $4.4M | 1.77% | 60,945 | 减持 |
| 20 | CNS | COHEN & STEERS INC | $4.2M | 1.72% | 59,659 | 增持 |
| 21 | SPGI | S&P GLOBAL INC | $4.2M | 1.70% | 9,352 | 增持 |
| 22 | TROW | PRICE T ROWE GROUP INC | $4.2M | 1.70% | 36,675 | 增持 |
| 23 | MCO | MOODYS CORP | $4.1M | 1.68% | 9,761 | 增持 |
| 24 | SEIC | SEI INVTS CO | $4.1M | 1.65% | 62,760 | 增持 |
| 25 | UNP | UNION PAC CORP | $4.0M | 1.64% | 17,854 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-06-30
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