Zwj Investment Counsel Inc 13F 持仓 · 2026年Q2
Zwj Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 290 只证券，申报市值合计 30.92 亿美元。前几大持仓：MU（5.70%）、GOOG（4.56%）、AVGO（3.54%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $176.4M | 5.70% | 152,816 | 减持 |
| 2 | GOOG | ALPHABET INC | $141.0M | 4.56% | 399,017 | 减持 |
| 3 | AVGO | BROADCOM INC | $109.5M | 3.54% | 290,001 | 增持 |
| 4 | KO | COCA COLA CO | $105.7M | 3.42% | 1.3M | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $102.9M | 3.33% | 514,495 | 减持 |
| 6 | CSCO | CISCO SYS INC | $97.0M | 3.14% | 825,653 | 减持 |
| 7 | ABBV | ABBVIE INC | $85.9M | 2.78% | 341,420 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $81.7M | 2.64% | 218,989 | 增持 |
| 9 | AAPL | APPLE INC | $75.7M | 2.45% | 261,571 | 增持 |
| 10 | AZN | ASTRAZENECA PLC | $75.1M | 2.43% | 395,978 | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO | $73.7M | 2.38% | 225,108 | 增持 |
| 12 | BWXT | BWX TECHNOLOGIES INC | $73.4M | 2.37% | 377,137 | 减持 |
| 13 | V | VISA INC | $71.4M | 2.31% | 208,026 | 增持 |
| 14 | CB | CHUBB LIMITED | $68.1M | 2.20% | 199,754 | 增持 |
| 15 | CTVA | CORTEVA INC | $65.1M | 2.11% | 768,805 | 减持 |
| 16 | ORCL | ORACLE CORP | $58.0M | 1.88% | 395,996 | 增持 |
| 17 | JNJ | JOHNSON & JOHNSON | $57.1M | 1.85% | 224,792 | 增持 |
| 18 | PGR | PROGRESSIVE CORP | $55.4M | 1.79% | 253,791 | 增持 |
| 19 | AEP | AMERICAN ELEC PWR CO INC | $53.7M | 1.74% | 392,706 | 减持 |
| 20 | AXP | AMERICAN EXPRESS CO | $53.6M | 1.73% | 158,339 | 增持 |
| 21 | BA | BOEING CO | $51.2M | 1.66% | 236,441 | 增持 |
| 22 | NOC | NORTHROP GRUMMAN CORP | $51.3M | 1.66% | 100,715 | 增持 |
| 23 | PSX | PHILLIPS 66 | $49.7M | 1.61% | 294,015 | 减持 |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | $46.3M | 1.50% | 92,414 | 增持 |
| 25 | CVX | CHEVRON CORPORATION | $43.5M | 1.41% | 262,153 | 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