Wilson & Boucher Capital Management, LLC 13F 持仓 · 2026年Q2
Wilson & Boucher Capital Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 120 只证券,申报市值合计 1.70 亿美元。前几大持仓:VTI(11.27%)、AAPL(5.65%)、SCHB(4.31%)。本季前 25 大持仓中:增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | $19.2M | 11.27% | 51,875 | 减持 |
| 2 | AAPL | Apple | $9.6M | 5.65% | 33,268 | 减持 |
| 3 | SCHB | Schwab US Broad Market ETF | $7.4M | 4.31% | 253,826 | 减持 |
| 4 | VEU | Vanguard FTSE All-World Ex-US | $6.5M | 3.83% | 77,963 | 增持 |
| 5 | CAT | Caterpillar | $6.2M | 3.63% | 5,802 | 减持 |
| 6 | VB | Vanguard Index Small Cap ETF | $5.8M | 3.41% | 19,197 | 减持 |
| 7 | VO | Vanguard Mid Cap Index ETF | $4.9M | 2.86% | 60,403 | 增持 |
| 8 | AMAT | Applied Materials | $4.5M | 2.64% | 6,224 | 减持 |
| 9 | VTV | Vanguard Value ETF | $4.5M | 2.62% | 20,491 | 增持 |
| 10 | VUG | Vanguard Index Growth ETF | $3.8M | 2.25% | 44,494 | 增持 |
| 11 | VT | Vanguard Total World | $3.8M | 2.21% | 23,993 | 增持 |
| 12 | VIG | Vanguard Dividend Appreciation | $3.7M | 2.16% | 15,537 | 减持 |
| 13 | MSFT | Microsoft | $2.9M | 1.68% | 7,680 | 减持 |
| 14 | XLU | SPDR Utilities Select ETF | $2.8M | 1.66% | 62,319 | 增持 |
| 15 | XLK | SPDR Technology Sector ETF | $2.7M | 1.57% | 14,056 | 减持 |
| 16 | SYK | Stryker | $2.5M | 1.46% | 7,904 | 减持 |
| 17 | JNJ | Johnson & Johnson | $2.4M | 1.43% | 9,601 | 减持 |
| 18 | XLV | SPDR Health Care Select Sctr E | $2.3M | 1.36% | 14,554 | 减持 |
| 19 | ORCL | Oracle | $2.1M | 1.22% | 14,169 | 减持 |
| 20 | VEA | Vanguard FTSE Developed Mkt ET | $2.1M | 1.22% | 29,242 | 减持 |
| 21 | NVO | Novo Nordisk A/S ADR Fmly Novo | $2.1M | 1.21% | 42,998 | 减持 |
| 22 | CMI | Cummins Inc | $2.0M | 1.15% | 2,758 | 减持 |
| 23 | VWO | Vanguard Emerging Markets ETF | $1.9M | 1.14% | 32,501 | 减持 |
| 24 | WMT | Wal Mart Stores | $1.8M | 1.04% | 15,690 | 减持 |
| 25 | CSCO | Cisco Systems | $1.7M | 1.02% | 14,746 | 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