Windle Wealth, LLC 13F 持仓 · 2026年Q2
Windle Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 2.49 亿美元。前几大持仓：NVDA（6.62%）、AAPL（5.08%）、WELL（4.94%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $16.5M | 6.62% | 82,316 | 增持 |
| 2 | AAPL | APPLE INC | $12.6M | 5.08% | 43,651 | 增持 |
| 3 | WELL | WELLTOWER INC | $12.3M | 4.94% | 54,154 | 减持 |
| 4 | JNJ | JOHNSON & JOHNSON | $11.6M | 4.65% | 45,541 | 增持 |
| 5 | ABBV | ABBVIE INC | $11.0M | 4.43% | 43,844 | 增持 |
| 6 | MO | ALTRIA GROUP INC | $10.4M | 4.18% | 144,758 | 增持 |
| 7 | KO | COCA COLA CO | $10.2M | 4.12% | 126,116 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $10.0M | 4.03% | 26,912 | 增持 |
| 9 | AVGO | BROADCOM INC | $9.9M | 4.00% | 26,334 | 减持 |
| 10 | XOM | EXXON MOBIL CORP | $9.8M | 3.95% | 71,845 | 减持 |
| 11 | ED | CONSOLIDATED EDISON INC | $9.7M | 3.89% | 87,416 | 增持 |
| 12 | TROW | PRICE T ROWE GROUP INC | $9.5M | 3.83% | 83,864 | 增持 |
| 13 | SO | SOUTHERN CO | $9.4M | 3.78% | 98,225 | 增持 |
| 14 | MMM | 3M CO | $9.3M | 3.74% | 57,451 | 增持 |
| 15 | GOOG | ALPHABET INC | $9.2M | 3.70% | 26,042 | 增持 |
| 16 | ITW | ILLINOIS TOOL WKS INC | $9.2M | 3.68% | 33,852 | 增持 |
| 17 | CVX | CHEVRON CORPORATION | $8.8M | 3.54% | 53,163 | 增持 |
| 18 | O | REALTY INCOME CORP | $8.7M | 3.50% | 140,722 | 增持 |
| 19 | VZ | VERIZON COMMUNICATIONS INC | $8.5M | 3.43% | 201,680 | 增持 |
| 20 | UL | UNILEVER PLC | $8.5M | 3.42% | 141,375 | 增持 |
| 21 | PG | PROCTER & GAMBLE CO | $8.4M | 3.38% | 57,434 | 增持 |
| 22 | MCD | MCDONALDS CORP | $8.0M | 3.21% | 29,526 | 增持 |
| 23 | PEP | PEPSICO INC | $7.8M | 3.15% | 57,889 | 增持 |
| 24 | T | AT&T INC | $7.4M | 2.97% | 357,358 | 增持 |
| 25 | AMZN | AMAZON COM INC | $3.1M | 1.23% | 12,889 | 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