Wealth Group, Ltd. 13F 持仓 · 2026年Q2
Wealth Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 106 只证券，申报市值合计 4.01 亿美元。前几大持仓：AAPL（14.77%）、GOOGL（6.82%）、AMZN（6.03%）。本季前 25 大持仓中：增持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Computer | $59.2M | 14.77% | 204,571 | 增持 |
| 2 | GOOGL | Alphabet Cl A | $27.3M | 6.82% | 76,506 | 增持 |
| 3 | AMZN | Amazon.com | $24.2M | 6.03% | 101,352 | 增持 |
| 4 | NVDA | Nvidia Corp. | $20.9M | 5.23% | 104,675 | 增持 |
| 5 | CAT | Caterpillar | $20.3M | 5.06% | 19,039 | 增持 |
| 6 | WMT | Wal-Mart Stores Inc. | $17.8M | 4.45% | 157,447 | 增持 |
| 7 | MSFT | Microsoft | $15.9M | 3.97% | 42,602 | 增持 |
| 8 | MA | Mastercard Inc Cl A | $9.3M | 2.31% | 18,038 | 增持 |
| 9 | CMI | Cummins Inc. | $8.8M | 2.19% | 12,287 | 增持 |
| 10 | META | Meta Platforms A | $7.4M | 1.86% | 13,211 | 增持 |
| 11 | COST | Costco Wholesale | $6.5M | 1.62% | 6,943 | 增持 |
| 12 | CVX | Chevron Corp. | $6.4M | 1.59% | 38,443 | 增持 |
| 13 | LLY | Eli Lilly | $6.2M | 1.55% | 5,192 | 增持 |
| 14 | AMGN | Amgen | $6.1M | 1.53% | 16,942 | 增持 |
| 15 | JNJ | Johnson & Johnson | $6.1M | 1.51% | 23,841 | 增持 |
| 16 | AVGO | Broadcom, Inc. | $5.8M | 1.46% | 15,435 | 增持 |
| 17 | V | Visa Inc | $5.7M | 1.43% | 16,663 | 增持 |
| 18 | PH | Parker Hannifin | $5.7M | 1.42% | 5,810 | 增持 |
| 19 | MCD | McDonalds | $5.5M | 1.38% | 20,476 | 增持 |
| 20 | ADP | Auto Data Processing | $5.2M | 1.31% | 23,421 | 增持 |
| 21 | DUK | Duke Energy Corp New | $5.2M | 1.29% | 40,921 | 增持 |
| 22 | KO | Coca-Cola | $4.9M | 1.23% | 60,500 | 增持 |
| 23 | LOW | Lowes | $4.9M | 1.23% | 22,434 | 增持 |
| 24 | AMD | Advanced Micro Devices | $4.6M | 1.14% | 7,834 | 增持 |
| 25 | BRKB | Berkshire Hathaway Inc-B | $4.5M | 1.12% | 8,970 | 增持 |
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