Wynn Capital, LLC 13F 持仓 · 2026年Q2
Wynn Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 116 只证券，申报市值合计 2.24 亿美元。前几大持仓：SCHB（12.46%）、MSFT（4.94%）、TSLA（4.74%）。本季前 25 大持仓中：增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $27.9M | 12.46% | 963,366 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $11.1M | 4.94% | 29,684 | 增持 |
| 3 | TSLA | TESLA INC | $10.6M | 4.74% | 25,219 | 增持 |
| 4 | GOOG | ALPHABET INC | $9.8M | 4.38% | 27,742 | 增持 |
| 5 | AAPL | APPLE INC | $9.0M | 4.03% | 31,184 | 增持 |
| 6 | JPM | JPMORGAN CHASE & CO | $6.9M | 3.08% | 21,051 | 减持 |
| 7 | AMAT | APPLIED MATLS INC | $5.8M | 2.58% | 8,000 | 增持 |
| 8 | CSCO | CISCO SYS INC | $5.6M | 2.52% | 48,044 | 增持 |
| 9 | GS | GOLDMAN SACHS GROUP INC | $5.4M | 2.40% | 5,316 | 减持 |
| 10 | AXP | AMERICAN EXPRESS CO | $4.7M | 2.10% | 13,935 | 增持 |
| 11 | META | META PLATFORMS INC | $4.6M | 2.07% | 8,229 | 增持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $4.3M | 1.93% | 5,779 | 减持 |
| 13 | WFC | WELLS FARGO & CO | $4.3M | 1.92% | 52,112 | 减持 |
| 14 | MRK | MERCK & CO INC | $4.2M | 1.87% | 32,539 | 增持 |
| 15 | WMT | WALMART INC | $4.1M | 1.82% | 35,987 | 减持 |
| 16 | JNJ | JOHNSON & JOHNSON | $3.9M | 1.74% | 15,388 | 增持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.9M | 1.73% | 7,759 | 减持 |
| 18 | INTC | INTEL CORP | $3.8M | 1.69% | 27,162 | 增持 |
| 19 | AMZN | AMAZON COM INC | $3.5M | 1.56% | 14,631 | 增持 |
| 20 | GE | GE AEROSPACE | $3.3M | 1.48% | 8,870 | 增持 |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.2M | 1.44% | 6,755 | 增持 |
| 22 | BNY | BANK OF NY MELLON CORP | $3.0M | 1.33% | 20,661 | 减持 |
| 23 | MCK | MCKESSON CORP | $2.7M | 1.21% | 3,584 | 持平 |
| 24 | BAC | BANK OF AMER CORP | $2.6M | 1.18% | 46,444 | 增持 |
| 25 | SCHW | SCHWAB CHARLES CORP | $2.6M | 1.17% | 28,315 | 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