Van Leeuwen & Company, LLC 13F 持仓 · 最近申报 2024年Q1
Van Leeuwen & Company 在 2024年Q1（报告期截至 2024-03-31）的 SEC 13F 申报中报告了 88 只证券，申报市值合计 1.97 亿美元。前几大持仓：MSFT（4.60%）、GOOG（3.91%）、BRKB（3.57%）。本季前 25 大持仓中：新建仓 2 只、增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $9.1M | 4.60% | 21,593 | 增持 |
| 2 | GOOG | ALPHABET INC | $7.7M | 3.91% | 50,628 | 减持 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.0M | 3.57% | 16,741 | 减持 |
| 4 | V | VISA INC | $6.8M | 3.45% | 24,377 | 增持 |
| 5 | VRTX | VERTEX PHARMACEUTICALS INC | $6.7M | 3.39% | 16,020 | 减持 |
| 6 | ROST | ROSS STORES INC | $6.6M | 3.36% | 45,197 | 减持 |
| 7 | HUBB | HUBBELL INC | $6.4M | 3.25% | 15,465 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $6.4M | 3.24% | 7,071 | 减持 |
| 9 | AAPL | APPLE INC | $5.8M | 2.92% | 33,541 | 减持 |
| 10 | EFA | ISHARES TR | $5.0M | 2.55% | 63,024 | 增持 |
| 11 | AVGO | BROADCOM INC | $4.7M | 2.41% | 3,582 | 减持 |
| 12 | LLY | ELI LILLY & CO | $4.4M | 2.22% | 5,638 | 增持 |
| 13 | QCOM | QUALCOMM INC | $4.3M | 2.19% | 25,504 | 新建仓 |
| 14 | IR | INGERSOLL RAND INC | $4.3M | 2.18% | 45,391 | 增持 |
| 15 | XLE | SELECT SECTOR SPDR TR | $4.1M | 2.09% | 43,657 | 增持 |
| 16 | META | META PLATFORMS INC | $3.7M | 1.87% | 7,594 | 减持 |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $3.6M | 1.82% | 21,238 | 增持 |
| 18 | TJX | TJX COS INC NEW | $3.5M | 1.78% | 34,560 | 减持 |
| 19 | AMZN | AMAZON COM INC | $3.3M | 1.66% | 18,160 | 增持 |
| 20 | GLD | SPDR GOLD TR | $3.2M | 1.63% | 15,639 | 新建仓 |
| 21 | ELV | ELEVANCE HEALTH INC | $3.2M | 1.62% | 6,182 | 增持 |
| 22 | WFC | WELLS FARGO CO NEW | $2.9M | 1.49% | 50,601 | 减持 |
| 23 | BMY | BRISTOL-MEYERS SQUIBB CO | $2.8M | 1.43% | 52,025 | 减持 |
| 24 | DIS | DISNEY WALT CO | $2.5M | 1.26% | 20,295 | 增持 |
| 25 | PCAR | PACCAR INC | $2.5M | 1.25% | 19,872 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-03-31
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