13FBOX
WIMMER ASSOCIATES 1, LLC · 13F 持仓分析
期权收益计算器 机构排行

WIMMER ASSOCIATES 1, LLC

No.6792 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.21亿
环比变动 Q1 2026
+$1,656.0万+8.1%
持仓股票数
113
新买入
6
加仓
22
减仓
42
清仓
3
持股不变
43
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
7.36%6.93%$1,627.4万5.6万股$1,418.2万5.6万股+361股+0.65%加仓
英伟达NVDA
5.68%5.36%$1,255.9万6.3万股$1,097.5万6.3万股-163股-0.26%减仓
谷歌AGOOGL
5.49%4.99%$1,214.7万3.4万股$1,022.2万3.6万股-1,558股-4.38%减仓
V先锋领航·SPECIALIZED FUNDSVIG
5.46%4.97%$1,208.6万5.1万股$1,017.4万4.7万股+3,770股+7.97%加仓
I景顺·RAFI US 1000 ETFPRF
4.64%3.96%$1,025.4万19.0万股$810.7万17.1万股+1.9万股+11.27%加仓
微软MSFT
4.03%4.47%$891.4万2.4万股$915.0万2.5万股-823股-3.33%减仓
AAlphabet Inc Class CGOOG
3.86%3.53%$854.5万2.4万股$721.9万2.5万股-982股-3.90%减仓
G通用动力VTI
3.24%3.06%$716.6万1.9万股$626.5万2.0万股-165股-0.84%减仓
亚马逊AMZN
2.94%2.75%$650.8万2.7万股$562.7万2.7万股+288股+1.07%加仓
VisaV
2.91%2.78%$643.2万1.9万股$569.2万1.9万股-86股-0.46%减仓
SSPDR标普500 ETFSPY
2.77%2.6%$612.7万8,204股$532.6万8,189股+15股+0.18%加仓
好市多COST
2.64%3.06%$583.4万6,236股$626.2万6,284股-48股-0.76%减仓
思科CSCO
2.63%1.8%$581.5万5.0万股$369.0万4.8万股+1,954股+4.11%加仓
伯克希尔哈撒韦BRK.B
1.76%1.85%$390.3万7,799股$378.4万7,897股-98股-1.24%减仓
艾伯维ABBV
1.43%1.36%$316.4万1.3万股$278.0万1.3万股-210股-1.64%减仓
雪佛龙CVX
1.43%1.73%$316.0万1.9万股$354.6万1.7万股+1,929股+11.26%加仓
AMGEN COMAMGN
1.38%1.47%$305.3万8,431股$301.7万8,575股-144股-1.68%减仓
礼来LLY
1.34%1.08%$296.3万2,470股$220.3万2,395股+75股+3.13%加仓
福泰制药VRTX
1.3%1.25%$287.9万5,796股$256.0万5,733股+63股+1.10%加仓
AMD超威AMD
1.24%0.56%$274.8万4,731股$114.0万5,604股-873股-15.58%减仓
V先锋领航指数基金VOO
1.17%0.73%$258.9万3,770股$150.3万2,515股+1,255股+49.90%加仓
3M COMMMM
1.14%1.12%$252.4万1.6万股$229.1万1.6万股-185股-1.17%减仓
强生JNJ
1.11%1.22%$246.5万9,705股$248.7万1.0万股-470股-4.62%减仓
洛克希德马丁LMT
1.1%1.42%$244.1万4,792股$289.9万4,797股-5股-0.10%减仓
卡特彼勒CAT
1.09%0.78%$241.0万2,263股$160.3万2,263股00.00%持仓不变
星巴克SBUX
1.02%0.98%$226.6万2.2万股$200.5万2.2万股-202股-0.90%减仓
I景顺QQQ信托VOO
0.94%0.8%$208.8万2,835股$163.6万2,835股00.00%持仓不变
百事可乐PEP
0.91%1.14%$202.4万1.5万股$233.8万1.5万股-105股-0.70%减仓
麦当劳MCD
0.88%1.12%$194.0万7,177股$228.8万7,363股-186股-2.53%减仓
IDEXX LABS COMIDXX
0.87%1.01%$193.0万3,667股$206.0万3,667股00.00%持仓不变
雅培ABT
0.85%1.06%$187.7万2.1万股$216.4万2.1万股-391股-1.86%减仓
沃尔玛WMT
0.75%0.9%$164.9万1.5万股$183.6万1.5万股-208股-1.41%减仓
SSPDR黄金信托GLD
0.71%0.88%$156.4万4,245股$180.7万4,200股+45股+1.07%加仓
艾默生电气EMR
0.7%0.63%$154.4万1.1万股$128.2万9,783股+1,005股+10.27%加仓
Phillips 66PSX
0.69%0.81%$153.4万9,073股$165.3万9,073股00.00%持仓不变
V先锋领航白厅基金VYM
0.68%0.63%$150.5万9,520股$128.9万8,705股+815股+9.36%加仓
伯克希尔哈撒韦BRK.A
0.68%0.7%$149.8万2股$143.6万2股00.00%持仓不变
V先锋领航指数基金VTV
0.65%0.61%$144.2万6,616股$125.2万6,381股+235股+3.68%加仓
默沙东MRK
0.64%0.65%$140.7万1.1万股$133.1万1.1万股-112股-1.01%减仓
宝洁PG
0.59%0.64%$130.0万8,864股$131.2万9,085股-221股-2.43%减仓
埃克森美孚XOM
0.58%0.82%$128.0万9,364股$168.4万9,927股-563股-5.67%减仓
摩根大通JPM
0.57%0.55%$126.4万3,861股$113.6万3,861股00.00%持仓不变
ADOBE COMADBE
0.56%0.75%$124.7万6,080股$153.3万6,305股-225股-3.57%减仓
北方信托NTRS
0.55%0.48%$122.7万7,060股$98.5万7,060股00.00%持仓不变
SYSCO COMSYY
0.53%0.51%$118.2万1.4万股$104.2万1.5万股-460股-3.15%减仓
TJXTJX
0.5%0.58%$111.4万7,355股$117.8万7,375股-20股-0.27%减仓
BroadridgeBR
0.5%0.71%$109.9万8,023股$144.5万8,895股-872股-9.80%减仓
LOWES COS COMLOW
0.5%0.57%$109.7万4,975股$116.6万4,935股+40股+0.81%加仓
联邦快递FDX
0.49%0.6%$108.1万3,453股$123.0万3,453股00.00%持仓不变
史赛克SYK
0.46%0.54%$102.8万3,264股$109.7万3,339股-75股-2.25%减仓

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