Wulff, Hansen & Co. 13F 持仓 · 2026年Q2
Wulff, Hansen & 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 109 只证券，申报市值合计 1.30 亿美元。前几大持仓：VGT（6.35%）、GOOGL（5.46%）、BX（4.97%）。本季前 25 大持仓中：新建仓 3 只、增持 13 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD | $8.3M | 6.35% | 69,347 | 新建仓 |
| 2 | GOOGL | ALPHABET INC | $7.1M | 5.46% | 19,929 | 新建仓 |
| 3 | BX | BLACKSTONE INC | $6.5M | 4.97% | 55,066 | 新建仓 |
| 4 | AMZN | AMAZON COM INC | $4.8M | 3.65% | 20,007 | 增持 |
| 5 | AAPL | APPLE INC | $4.4M | 3.35% | 15,088 | 增持 |
| 6 | RTX | RAYTHEON TECHNOLOGIES CORP | $4.0M | 3.10% | 21,327 | 增持 |
| 7 | JPM | JPMORGAN CHASE & CO | $3.9M | 3.01% | 12,005 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $3.8M | 2.88% | 10,068 | 增持 |
| 9 | GE | GENERAL ELECTRIC CO | $3.5M | 2.67% | 9,310 | 增持 |
| 10 | PG | PROCTER AND GAMBLE CO | $2.8M | 2.12% | 18,871 | 减持 |
| 11 | CSX | CSX CORP | $2.7M | 2.04% | 55,883 | 减持 |
| 12 | BAC | BK OF AMERICA CORP | $2.5M | 1.93% | 44,303 | 增持 |
| 13 | BN | BROOKFIELD CORP | $2.5M | 1.91% | 58,440 | 增持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.3M | 1.76% | 4,585 | 增持 |
| 15 | JNJ | JOHNSON & JOHNSON | $2.3M | 1.76% | 9,032 | 减持 |
| 16 | MRK | MERCK & CO INC | $2.2M | 1.67% | 16,940 | 减持 |
| 17 | GEV | GE VERNOVA INC | $2.2M | 1.65% | 1,835 | 增持 |
| 18 | SCHD | SCHWAB STRATEGIC TR | $2.1M | 1.60% | 65,973 | 增持 |
| 19 | COST | COSTCO WHSL CORP NEW | $2.0M | 1.55% | 2,158 | 增持 |
| 20 | BIP | BROOKFIELD INFRAST PARTNERS | $1.8M | 1.37% | 49,067 | 减持 |
| 21 | CAT | CATERPILLAR INC | $1.7M | 1.34% | 1,641 | 减持 |
| 22 | PM | PHILIP MORRIS INTL INC | $1.7M | 1.34% | 9,641 | 减持 |
| 23 | V | VISA INC | $1.8M | 1.34% | 5,110 | 增持 |
| 24 | NVDA | NVIDIA CORPORATION | $1.7M | 1.27% | 8,304 | 减持 |
| 25 | FCX | FREEPORT-MCMORAN INC | $1.6M | 1.25% | 25,833 | 增持 |
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