Wedgewood Investors Inc 13F 持仓 · 2026年Q2
Wedgewood Investors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 110 只证券，申报市值合计 9,736.11 万美元。前几大持仓：MSFT（4.79%）、GOOG（3.68%）、ERIE（3.56%）。本季前 25 大持仓中：增持 8 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $4.7M | 4.79% | 12,513 | 增持 |
| 2 | GOOG | ALPHABET INC | $3.6M | 3.68% | 10,130 | 减持 |
| 3 | ERIE | ERIE INDTY CO | $3.5M | 3.56% | 14,448 | 减持 |
| 4 | SCHX | SCHWAB STRATEGIC TR | $3.4M | 3.52% | 116,326 | 增持 |
| 5 | AAPL | APPLE INC | $3.1M | 3.18% | 10,692 | 增持 |
| 6 | WAB | WABTEC | $3.0M | 3.09% | 11,141 | 减持 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $2.9M | 2.95% | 3,847 | 减持 |
| 8 | GOOGL | ALPHABET INC | $2.7M | 2.75% | 7,504 | 增持 |
| 9 | IVV | ISHARES TR | $2.6M | 2.65% | 3,448 | 减持 |
| 10 | NVDA | NVIDIA CORPORATION | $2.5M | 2.59% | 12,595 | 增持 |
| 11 | UNP | UNION PAC CORP | $2.5M | 2.53% | 9,065 | 减持 |
| 12 | PM | PHILIP MORRIS INTL INC | $2.5M | 2.52% | 13,564 | 减持 |
| 13 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.4M | 2.48% | 2,499 | 增持 |
| 14 | JNJ | JOHNSON & JOHNSON | $2.4M | 2.45% | 9,401 | 减持 |
| 15 | GLW | CORNING INC | $2.4M | 2.43% | 9,250 | 持平 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.9M | 1.96% | 3,816 | 持平 |
| 17 | MO | ALTRIA GROUP INC | $1.9M | 1.92% | 25,940 | 减持 |
| 18 | PH | PARKER-HANNIFIN CORP | $1.7M | 1.77% | 1,762 | 持平 |
| 19 | DE | DEERE & CO | $1.6M | 1.65% | 2,540 | 持平 |
| 20 | GLD | SPDR GOLD TR | $1.6M | 1.65% | 4,350 | 减持 |
| 21 | LHX | L3HARRIS TECHNOLOGIES INC | $1.4M | 1.44% | 4,825 | 增持 |
| 22 | WM | WASTE MGMT INC DEL | $1.4M | 1.39% | 6,081 | 增持 |
| 23 | XOM | EXXON MOBIL CORP | $1.3M | 1.35% | 9,609 | 减持 |
| 24 | PG | PROCTER & GAMBLE CO | $1.2M | 1.28% | 8,498 | 持平 |
| 25 | V | VISA INC | $1.2M | 1.21% | 3,435 | 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