Wimmer Associates 1, LLC 13F 持仓 · 2026年Q2
Wimmer Associates 1 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 113 只证券，申报市值合计 2.21 亿美元。前几大持仓：AAPL（7.36%）、NVDA（5.68%）、GOOGL（5.49%）。本季前 25 大持仓中：增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | $16.3M | 7.36% | 56,240 | 增持 |
| 2 | NVDA | NVIDIA | $12.6M | 5.68% | 62,769 | 减持 |
| 3 | GOOGL | ALPHABET CLASS A | $12.1M | 5.49% | 33,991 | 减持 |
| 4 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX ETF | $12.1M | 5.46% | 51,078 | 增持 |
| 5 | PRF | INVESCO FTSE RAFI U.S. 1000 ETF | $10.3M | 4.64% | 189,779 | 增持 |
| 6 | MSFT | MICROSOFT | $8.9M | 4.03% | 23,896 | 减持 |
| 7 | GOOG | ALPHABET CLASS C | $8.5M | 3.86% | 24,183 | 减持 |
| 8 | VTI | VANGUARD TOTAL STOCK MARKET INDEX ETF | $7.2M | 3.24% | 19,365 | 减持 |
| 9 | AMZN | AMAZON | $6.5M | 2.94% | 27,305 | 增持 |
| 10 | V | VISA | $6.4M | 2.91% | 18,747 | 减持 |
| 11 | SPY | STATE STREET SPDR S&P 500 ETF | $6.1M | 2.77% | 8,204 | 增持 |
| 12 | COST | COSTCO WHOLESALE | $5.8M | 2.64% | 6,236 | 减持 |
| 13 | CSCO | CISCO SYSTEMS | $5.8M | 2.63% | 49,506 | 增持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.9M | 1.76% | 7,799 | 减持 |
| 15 | ABBV | ABBVIE | $3.2M | 1.43% | 12,574 | 减持 |
| 16 | CVX | CHEVRON | $3.2M | 1.43% | 19,066 | 增持 |
| 17 | AMGN | AMGEN | $3.1M | 1.38% | 8,431 | 减持 |
| 18 | LLY | ELI LILLY & CO. | $3.0M | 1.34% | 2,470 | 增持 |
| 19 | VRTX | VERTEX PHARMACEUTICALS | $2.9M | 1.30% | 5,796 | 增持 |
| 20 | AMD | ADVANCED MICRO DEVICES | $2.7M | 1.24% | 4,731 | 减持 |
| 21 | VOO | VANGUARD S&P 500 INDEX ETF | $2.6M | 1.17% | 3,770 | 增持 |
| 22 | MMM | 3M | $2.5M | 1.14% | 15,589 | 减持 |
| 23 | JNJ | JOHNSON & JOHNSON | $2.5M | 1.11% | 9,705 | 减持 |
| 24 | LMT | LOCKHEED MARTIN | $2.4M | 1.10% | 4,792 | 减持 |
| 25 | CAT | CATERPILLAR | $2.4M | 1.09% | 2,263 | 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