Van Hulzen Asset Management, LLC 13F 持仓 · 2026年Q2
Van Hulzen Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 387 只证券，申报市值合计 14.06 亿美元。前几大持仓：AAPL（6.78%）、GOOGL（4.15%）、AVGO（2.78%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $95.3M | 6.78% | 329,239 | 减持 |
| 2 | GOOGL | ALPHABET INC | $58.3M | 4.15% | 163,138 | 减持 |
| 3 | AVGO | BROADCOM INC | $39.1M | 2.78% | 103,516 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $37.1M | 2.64% | 99,491 | 减持 |
| 5 | ADM | ARCHER DANIELS MIDLAND CO | $35.0M | 2.49% | 458,267 | 减持 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $33.7M | 2.40% | 67,274 | 增持 |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | $31.7M | 2.25% | 112,688 | 减持 |
| 8 | LRCX | LAM RESEARCH CORP | $31.6M | 2.25% | 72,928 | 减持 |
| 9 | CSCO | CISCO SYS INC | $30.4M | 2.17% | 259,194 | 减持 |
| 10 | JNJ | JOHNSON & JOHNSON | $30.2M | 2.15% | 118,886 | 减持 |
| 11 | IVV | ISHARES TR | $28.1M | 2.00% | 37,516 | 增持 |
| 12 | AMZN | AMAZON COM INC | $26.1M | 1.85% | 109,314 | 增持 |
| 13 | CB | CHUBB LIMITED | $24.0M | 1.70% | 70,297 | 增持 |
| 14 | NVDA | NVIDIA CORPORATION | $23.9M | 1.70% | 119,405 | 增持 |
| 15 | MCD | MCDONALDS CORP | $22.7M | 1.62% | 84,094 | 减持 |
| 16 | XOM | EXXON MOBIL CORP | $22.7M | 1.62% | 166,116 | 增持 |
| 17 | DHR | DANAHER CORP DEL | $22.2M | 1.58% | 116,555 | 增持 |
| 18 | DYNF | BLACKROCK ETF TRUST | $22.1M | 1.57% | 325,210 | 增持 |
| 19 | ETN | EATON CORP PLC | $22.1M | 1.57% | 51,780 | 减持 |
| 20 | QUAL | ISHARES TR | $20.3M | 1.45% | 92,649 | 减持 |
| 21 | JPM | JPMORGAN CHASE & CO | $20.1M | 1.43% | 61,539 | 减持 |
| 22 | KO | COCA COLA CO | $16.5M | 1.17% | 202,915 | 减持 |
| 23 | PEP | PEPSICO INC | $16.3M | 1.16% | 120,514 | 增持 |
| 24 | BINC | BLACKROCK ETF TRUST II | $15.4M | 1.10% | 294,719 | 减持 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $14.6M | 1.04% | 19,608 | 减持 |
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