TLW Wealth Management, LLC 13F 持仓 · 2026年Q2
TLW Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 20 只证券，申报市值合计 1.77 亿美元。前几大持仓：GOOG（16.28%）、BRKB（10.80%）、DE（10.27%）。本季前 25 大持仓中：新建仓 4 只、增持 1 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $28.8M | 16.28% | 81,443 | 减持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $19.1M | 10.80% | 38,154 | 减持 |
| 3 | DE | DEERE & CO | $18.2M | 10.27% | 28,620 | 减持 |
| 4 | WMT | WALMART INC | $15.9M | 9.01% | 140,654 | 减持 |
| 5 | AAPL | APPLE INC | $13.9M | 7.84% | 47,895 | 减持 |
| 6 | AMZN | AMAZON COM INC | $13.3M | 7.50% | 55,622 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $13.0M | 7.37% | 34,910 | 减持 |
| 8 | WM | WASTE MGMT INC DEL | $11.8M | 6.68% | 52,959 | 减持 |
| 9 | TJX | TJX COS INC NEW | $10.8M | 6.14% | 71,569 | 减持 |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $10.4M | 5.88% | 11,100 | 减持 |
| 11 | CROX | CROCS INC | $7.5M | 4.22% | 61,790 | 减持 |
| 12 | HD | HOME DEPOT INC | $6.2M | 3.51% | 17,579 | 减持 |
| 13 | META | META PLATFORMS INC | $4.4M | 2.49% | 7,816 | 减持 |
| 14 | FAST | FASTENAL CO | $3.0M | 1.70% | 62,418 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO | $366,610 | 0.21% | 1,120 | 新建仓 |
| 16 | MAR | MARRIOTT INTL INC NEW | $80,789 | 0.05% | 218 | 持平 |
| 17 | TSLA | TESLA INC | $46,687 | 0.03% | 111 | 持平 |
| 18 | SCHB | SCHWAB STRATEGIC TR | $33,772 | 0.02% | 1,166 | 新建仓 |
| 19 | CTAS | CINTAS CORP | $5,102 | 0.00% | 30 | 新建仓 |
| 20 | SUNB | SUNBELT RENTALS HOLDINGS INC | $7,481 | 0.00% | 100 | 新建仓 |
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