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LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA · 13F 持仓分析
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LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA

No.8102 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.52亿
环比变动 Q1 2026
+$1,072.8万+7.6%
持仓股票数
84
新买入
4
加仓
17
减仓
38
清仓
3
持股不变
25
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
8.71%8.67%$1,323.3万4.6万股$1,223.8万4.8万股-2,489股-5.16%减仓
英伟达NVDA
6.11%5.74%$927.6万4.6万股$809.8万4.6万股-79股-0.17%减仓
微软MSFT
5.59%5.92%$849.0万2.3万股$835.5万2.3万股+189股+0.84%加仓
谷歌AGOOGL
4.82%4.3%$732.8万2.1万股$607.1万2.1万股-608股-2.88%减仓
亚马逊AMZN
3.36%3.17%$510.0万2.1万股$447.1万2.1万股-68股-0.32%减仓
博通AVGO
2.8%2.53%$425.5万1.1万股$357.4万1.2万股-283股-2.45%减仓
Meta平台META
2.33%2.43%$353.5万6,276股$343.4万6,003股+273股+4.55%加仓
VisaV
2.15%2.04%$326.9万9,527股$287.9万9,524股+3股+0.03%加仓
思科CSCO
2%1.44%$303.3万2.6万股$203.6万2.6万股-415股-1.58%减仓
摩根大通JPM
1.92%1.89%$291.3万8,899股$266.7万9,067股-168股-1.85%减仓
伯克希尔哈撒韦BRK.B
1.9%1.95%$288.5万5,765股$274.8万5,735股+30股+0.52%加仓
强生JNJ
1.87%1.97%$283.5万1.1万股$277.7万1.1万股-197股-1.73%减仓
艾伯维ABBV
1.75%1.67%$266.4万1.1万股$235.1万1.1万股-223股-2.06%减仓
ADPADP
1.7%1.52%$257.6万1.2万股$215.1万1.1万股+914股+8.63%加仓
康宁GLW
1.69%1.82%$256.9万1.0万股$256.9万1.9万股-8,835股-46.76%减仓
贝莱德·INC COMBLK
1.66%1.82%$252.4万2,625股$257.1万2,673股-48股-1.80%减仓
CHUBB LIMITEDCB
1.65%1.73%$251.0万7,367股$244.7万7,508股-141股-1.88%减仓
SSPDR黄金信托GLD
1.58%1.99%$240.3万6,523股$280.7万6,523股00.00%持仓不变
N新纪元能源NEE
1.55%1.79%$236.2万2.7万股$253.3万2.7万股-370股-1.36%减仓
林德LIN
1.46%1.53%$222.4万4,285股$215.7万4,350股-65股-1.49%减仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
1.38%1.47%$209.7万6.0万股$207.1万6.8万股-7,647股-11.26%减仓
埃克森美孚XOM
1.34%1.82%$203.4万1.5万股$256.6万1.5万股-244股-1.61%减仓
WASTE MGMT DELWM
1.33%1.5%$202.5万9,084股$211.5万9,206股-122股-1.33%减仓
好市多COST
1.3%1.49%$197.0万2,106股$210.2万2,110股-4股-0.19%减仓
AMGEN COMAMGN
1.26%1.47%$191.6万5,291股$207.6万5,899股-608股-10.31%减仓
联合太平洋铁路UNP
1.21%1.18%$184.0万6,763股$166.6万6,866股-103股-1.50%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.13%0.95%$171.5万5.1万股$133.9万4.6万股+4,710股+10.25%加仓
史赛克SYK
1.12%1.15%$170.0万5,398股$162.8万4,956股+442股+8.92%加仓
标普全球SPGI
1.12%1.26%$169.9万4,173股$177.2万4,165股+8股+0.19%加仓
马丁玛丽埃塔MLM
1.11%1.22%$169.0万2,930股$172.5万2,931股-1股-0.03%减仓
CrowdStrikeCRWD
1.09%0.76%$166.1万2,176股$107.2万2,745股-569股-20.73%减仓
麦当劳MCD
1.09%$165.6万6,128股$00股+6,128股新买入
嘉信理财SCHW
1.07%$162.4万1.8万股$00股+1.8万股新买入
S嘉信·USSCHP
1%1.08%$151.4万5.7万股$152.0万5.7万股00.00%持仓不变
优步UBER
0.94%0.88%$142.4万2.0万股$123.7万1.7万股+2,536股+14.75%加仓
波音BA
0.91%0.93%$138.7万6,408股$131.2万6,591股-183股-2.78%减仓
宝洁PG
0.88%0.94%$134.1万9,142股$132.3万9,162股-20股-0.22%减仓
NETFLIXNFLX
0.88%1.28%$134.0万1.9万股$180.7万1.9万股-30股-0.16%减仓
VertivVRT
0.87%0.82%$131.8万3,937股$115.9万4,624股-687股-14.86%减仓
AIRBNB COM CL AABNB
0.86%0.82%$131.2万9,166股$115.7万9,166股00.00%持仓不变
星巴克SBUX
0.85%0.83%$129.5万1.3万股$116.5万1.3万股-330股-2.54%减仓
家得宝HD
0.85%0.79%$128.9万3,656股$112.1万3,408股+248股+7.28%加仓
默沙东MRK
0.81%0.81%$123.4万9,603股$114.5万9,519股+84股+0.88%加仓
芝加哥商品交易所CME
0.79%1%$119.8万5,424股$141.7万4,797股+627股+13.07%加仓
ILLINOIS TOOLITW
0.77%0.82%$117.7万4,352股$115.9万4,452股-100股-2.25%减仓
AMERICAN WTR WKS NEWAWK
0.77%0.88%$117.6万8,935股$123.6万9,085股-150股-1.65%减仓
高盛GS
0.76%0.68%$114.8万1,135股$95.4万1,128股+7股+0.62%加仓
美敦力MDT
0.71%0.87%$108.2万1.4万股$122.2万1.4万股-266股-1.89%减仓
SYSCO COMSYY
0.7%0.66%$106.7万1.3万股$93.0万1.3万股-278股-2.13%减仓
WELLTOWER COMWELL
0.69%0.65%$105.5万4,649股$91.9万4,649股00.00%持仓不变

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