Taylor Wealth Management Partners 13F 持仓 · 最近申报 2022年Q2
Taylor Wealth Management Partners 在 2022年Q2（报告期截至 2022-06-30）的 SEC 13F 申报中报告了 56 只证券，申报市值合计 1.76 亿美元。前几大持仓：AAPL（7.06%）、MSFT（6.37%）、AMT（5.35%）。本季前 25 大持仓中：增持 1 只、减持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | $12.4M | 7.06% | 90,852 | 减持 |
| 2 | MSFT | Microsoft Corporation | $11.2M | 6.37% | 43,630 | 减持 |
| 3 | AMT | American Tower Corporation | $9.4M | 5.35% | 36,852 | 减持 |
| 4 | VST | Vistra Corp. | $8.3M | 4.74% | 365,412 | 减持 |
| 5 | ELV | Elevance Health Inc. | $8.2M | 4.68% | 17,082 | 减持 |
| 6 | ROP | Roper Technologies, Inc. | $7.5M | 4.25% | 18,972 | 减持 |
| 7 | WM | Waste Management, Inc. | $7.2M | 4.08% | 46,892 | 减持 |
| 8 | JPM | JPMorgan Chase & Co. | $6.9M | 3.91% | 61,144 | 减持 |
| 9 | TYL | Tyler Technologies, Inc. | $6.0M | 3.42% | 18,094 | 减持 |
| 10 | CVS | CVS Health Corporation | $5.8M | 3.31% | 62,905 | 减持 |
| 11 | DFS | Discover Financial Services | $5.2M | 2.94% | 54,653 | 减持 |
| 12 | BAC | Bank of America Corporation | $4.8M | 2.74% | 155,090 | 减持 |
| 13 | GDDY | GoDaddy Inc. | $4.6M | 2.61% | 65,955 | 减持 |
| 14 | HD | The Home Depot, Inc. | $4.5M | 2.57% | 16,469 | 减持 |
| 15 | MCD | McDonald's Corp. | $4.4M | 2.48% | 17,718 | 减持 |
| 16 | CLH | Clean Harbors, Inc. | $4.0M | 2.26% | 45,337 | 减持 |
| 17 | MTZ | MasTec, Inc. | $3.9M | 2.23% | 54,794 | 减持 |
| 18 | LPX | Louisiana-Pacific Corporation | $3.6M | 2.07% | 69,571 | 减持 |
| 19 | DIS | The Walt Disney Company | $3.6M | 2.04% | 38,028 | 减持 |
| 20 | GOOGL | Alphabet Inc. Class A | $3.6M | 2.02% | 1,633 | 减持 |
| 21 | ALNY | Alnylam Pharmaceuticals, Inc. | $3.5M | 2.00% | 24,190 | 减持 |
| 22 | URI | United Rentals, Inc. | $3.5M | 1.98% | 14,322 | 减持 |
| 23 | HALO | Halozyme Therapeutics, Inc. | $3.4M | 1.95% | 78,071 | 减持 |
| 24 | MRCY | Mercury Systems, Inc. | $3.2M | 1.84% | 50,387 | 减持 |
| 25 | AMZN | Amazon.com Inc. | $3.1M | 1.76% | 29,220 | 增持 |
来源：SEC 13F 申报文件 · 截至 2022-06-30
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