Wells Trecaso Financial Group, LLC 13F 持仓 · 最近申报 2025年Q3
Wells Trecaso Financial Group 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 2.10 亿美元。前几大持仓：AAPL（7.82%）、MSFT（6.94%）、JPM（5.63%）。本季前 25 大持仓中：增持 1 只、减持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $16.5M | 7.82% | 64,634 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $14.6M | 6.94% | 28,171 | 减持 |
| 3 | JPM | JPMORGAN CHASE & CO. | $11.9M | 5.63% | 37,574 | 减持 |
| 4 | ETN | EATON CORP PLC | $11.2M | 5.31% | 29,859 | 减持 |
| 5 | GOOGL | ALPHABET INC | $10.1M | 4.78% | 41,383 | 减持 |
| 6 | GS | GOLDMAN SACHS GROUP INC | $9.8M | 4.68% | 12,363 | 减持 |
| 7 | PANW | PALO ALTO NETWORKS INC | $9.0M | 4.26% | 43,971 | 减持 |
| 8 | PWR | QUANTA SVCS INC | $7.6M | 3.62% | 18,354 | 增持 |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | $7.4M | 3.51% | 26,167 | 减持 |
| 10 | RTX | RTX CORPORATION | $6.2M | 2.95% | 37,054 | 减持 |
| 11 | V | VISA INC | $5.8M | 2.76% | 17,025 | 减持 |
| 12 | IEFA | ISHARES TR | $5.7M | 2.71% | 65,329 | 减持 |
| 13 | JNJ | JOHNSON & JOHNSON | $5.7M | 2.71% | 30,739 | 减持 |
| 14 | PG | PROCTER AND GAMBLE CO | $5.3M | 2.52% | 34,517 | 减持 |
| 15 | MCK | MCKESSON CORP | $4.8M | 2.29% | 6,225 | 减持 |
| 16 | HD | HOME DEPOT INC | $4.7M | 2.21% | 11,499 | 减持 |
| 17 | CAT | CATERPILLAR INC | $4.6M | 2.17% | 9,548 | 减持 |
| 18 | XOM | EXXON MOBIL CORP | $4.0M | 1.92% | 35,822 | 减持 |
| 19 | UNP | UNION PAC CORP | $3.6M | 1.71% | 15,217 | 减持 |
| 20 | CRM | SALESFORCE INC | $3.3M | 1.57% | 13,970 | 减持 |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $3.1M | 1.46% | 6,344 | 减持 |
| 22 | FDX | FEDEX CORP | $3.0M | 1.43% | 12,748 | 减持 |
| 23 | BA | BOEING CO | $2.9M | 1.39% | 13,529 | 减持 |
| 24 | DIS | DISNEY WALT CO | $2.9M | 1.36% | 24,927 | 减持 |
| 25 | VBR | VANGUARD INDEX FDS | $2.4M | 1.16% | 11,737 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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