Wambolt & Associates, LLC 13F 持仓 · 最近申报 2025年Q2
Wambolt & Associates 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 171 只证券，申报市值合计 2.97 亿美元。前几大持仓：NVDA（4.08%）、MSFT（3.89%）、AAPL（3.37%）。本季前 25 大持仓中：增持 2 只、减持 23 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $12.1M | 4.08% | 79,141 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $11.6M | 3.89% | 23,513 | 减持 |
| 3 | AAPL | APPLE INC | $10.0M | 3.37% | 48,140 | 减持 |
| 4 | EMXC | ISHARES INC | $9.1M | 3.08% | 144,479 | 减持 |
| 5 | AMZN | AMAZON COM INC | $7.6M | 2.56% | 34,455 | 减持 |
| 6 | VB | VANGUARD INDEX FDS | $7.6M | 2.54% | 31,551 | 增持 |
| 7 | GOOG | ALPHABET INC | $6.5M | 2.18% | 36,656 | 减持 |
| 8 | INTU | INTUIT | $6.4M | 2.16% | 8,255 | 减持 |
| 9 | V | VISA INC | $5.7M | 1.92% | 16,099 | 减持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.6M | 1.89% | 11,453 | 减持 |
| 11 | MA | MASTERCARD INCORPORATED | $4.8M | 1.63% | 8,580 | 减持 |
| 12 | UPS | UNITED PARCEL SERVICE INC | $4.7M | 1.60% | 45,463 | 减持 |
| 13 | WMT | WALMART INC | $4.6M | 1.55% | 46,803 | 减持 |
| 14 | SPYG | SPDR SERIES TRUST | $4.6M | 1.53% | 48,284 | 减持 |
| 15 | ARCC | ARES CAPITAL CORP | $4.4M | 1.50% | 201,706 | 减持 |
| 16 | PGR | PROGRESSIVE CORP | $4.2M | 1.41% | 15,816 | 减持 |
| 17 | COST | COSTCO WHSL CORP NEW | $4.2M | 1.40% | 4,214 | 减持 |
| 18 | PANW | PALO ALTO NETWORKS INC | $4.2M | 1.40% | 21,095 | 减持 |
| 19 | MAIN | MAIN STR CAP CORP | $4.0M | 1.34% | 67,151 | 减持 |
| 20 | ABBV | ABBVIE INC | $3.9M | 1.33% | 20,771 | 减持 |
| 21 | WM | WASTE MGMT INC DEL | $3.7M | 1.23% | 16,022 | 减持 |
| 22 | ETN | EATON CORP PLC | $3.6M | 1.21% | 10,125 | 减持 |
| 23 | PG | PROCTER AND GAMBLE CO | $3.6M | 1.21% | 22,391 | 增持 |
| 24 | BX | BLACKSTONE INC | $3.6M | 1.20% | 23,290 | 减持 |
| 25 | TSLX | SIXTH STREET SPECIALTY LENDI | $3.5M | 1.17% | 146,586 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
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