Westco Advisory Services Inc 13F 持仓 · 2026年Q2
Westco Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 99 只证券，申报市值合计 1.66 亿美元。前几大持仓：SPY（16.72%）、AAPL（10.25%）、GS（9.35%）。本季前 25 大持仓中：增持 3 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $27.7M | 16.72% | 37,092 | 减持 |
| 2 | AAPL | APPLE INC | $17.0M | 10.25% | 58,715 | 减持 |
| 3 | GS | GOLDMAN SACHS GROUP INC | $15.5M | 9.35% | 15,318 | 减持 |
| 4 | JPM | JPMORGAN CHASE & CO | $9.5M | 5.76% | 29,166 | 减持 |
| 5 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $7.7M | 4.63% | 7,950 | 减持 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.6M | 3.35% | 11,104 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $4.9M | 2.98% | 13,231 | 减持 |
| 8 | CLS | CELESTICA INC | $4.0M | 2.43% | 11,047 | 减持 |
| 9 | GOOGL | ALPHABET INC | $3.3M | 1.97% | 9,145 | 减持 |
| 10 | ODFL | OLD DOMINION FREIGHT LINE IN | $3.1M | 1.89% | 14,490 | 减持 |
| 11 | FIX | COMFORT SYS USA INC | $2.8M | 1.66% | 1,390 | 减持 |
| 12 | AVGO | BROADCOM INC | $2.3M | 1.41% | 6,203 | 增持 |
| 13 | OUT | OUTFRONT MEDIA INC | $2.3M | 1.40% | 70,630 | 减持 |
| 14 | LLY | ELI LILLY & CO | $2.2M | 1.33% | 1,841 | 减持 |
| 15 | V | VISA INC | $2.1M | 1.26% | 6,082 | 减持 |
| 16 | HOOD | ROBINHOOD MKTS INC | $2.1M | 1.24% | 20,525 | 减持 |
| 17 | NVDA | NVIDIA CORPORATION | $1.8M | 1.11% | 9,197 | 减持 |
| 18 | GLD | SPDR GOLD TR | $1.8M | 1.10% | 4,937 | 减持 |
| 19 | BNY | BANK OF NY MELLON CORP | $1.8M | 1.08% | 12,335 | 增持 |
| 20 | LAMR | LAMAR ADVERTISING CO | $1.7M | 1.02% | 10,858 | 减持 |
| 21 | MS | MORGAN STANLEY | $1.7M | 1.00% | 7,920 | 增持 |
| 22 | CTAS | CINTAS CORP | $1.6M | 0.98% | 9,516 | 减持 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $1.6M | 0.96% | 1,706 | 减持 |
| 24 | MRK | MERCK & CO INC | $1.4M | 0.82% | 10,558 | 减持 |
| 25 | BLK | BLACKROCK INC | $1.3M | 0.80% | 1,376 | 持平 |
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