13FBOX
Taylor Financial Group, Inc. · 13F 持仓分析
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Taylor Financial Group, Inc.

No.7474 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.82亿
环比变动 Q1 2026
+$1,694.7万+10.3%
持仓股票数
103
新买入
6
加仓
15
减仓
23
清仓
2
持股不变
59
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
V先锋领航指数基金VUG
15.69%16.06%$2,853.6万33.1万股$2,649.3万6.1万股+27.1万股+446.17%加仓
NORFOLK SOUTHN COMNSC
13.81%13.94%$2,513.3万8.0万股$2,299.4万8.0万股-226股-0.28%减仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
3.31%2.94%$601.4万3.4万股$484.4万3.3万股+197股+0.59%加仓
苹果AAPL
3.05%2.95%$554.2万1.9万股$486.1万1.9万股00.00%持仓不变
IiShares安硕信托DIVB
2.73%2.52%$495.8万8.0万股$415.4万7.7万股+3,498股+4.54%加仓
IiShares安硕信托DVY
2.61%2.67%$475.6万3.0万股$440.1万2.9万股+1,362股+4.69%加仓
伯克希尔哈撒韦BRK.B
2.56%2.71%$466.5万9,323股$446.8万9,323股00.00%持仓不变
CCAPITAL CORE BALANCEDCGBL
2.54%2.42%$462.1万12.2万股$399.1万11.6万股+5,766股+4.97%加仓
SSTATE STREET GLOBAL ALLOCATION ETFGAL
2.37%2.36%$431.5万8.2万股$388.7万7.9万股+3,144股+4.00%加仓
礼来LLY
2.3%1.94%$418.0万3,485股$320.5万3,485股00.00%持仓不变
IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM
2.22%2.23%$404.6万8.1万股$367.6万7.8万股+3,498股+4.51%加仓
V先锋领航指数基金VTV
1.87%1.84%$340.0万1.6万股$304.4万1.6万股+89股+0.57%加仓
IiShares安硕·COREIJH
1.85%1.75%$337.2万4.4万股$288.8万4.3万股+962股+2.25%加仓
家得宝HD
1.72%1.79%$312.5万8,861股$295.8万8,993股-132股-1.47%减仓
甲骨文ORCL
1.57%1.74%$285.0万1.9万股$287.0万2.0万股-64股-0.33%减仓
微软MSFT
1.53%1.67%$277.9万7,449股$275.5万7,442股+7股+0.09%加仓
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
1.34%1.31%$243.5万1.8万股$216.2万1.8万股-433股-2.37%减仓
派克汉尼汾PH
1.28%1.3%$233.8万2,390股$214.4万2,395股-5股-0.21%减仓
SSPDR标普500 ETFSPY
1.21%1.16%$219.6万2,941股$192.2万2,955股-14股-0.47%减仓
MICROCHIP TECHNOLOGYMCHP
1.08%0.87%$197.1万2.2万股$143.8万2.2万股-640股-2.88%减仓
黑石集团BX
1.04%1.12%$188.5万1.6万股$184.2万1.6万股00.00%持仓不变
卡特彼勒CAT
1.03%0.76%$188.3万1,768股$125.3万1,768股00.00%持仓不变
I景顺QQQ信托VOO
1.03%0.92%$187.2万2,542股$151.9万2,632股-90股-3.42%减仓
万豪MAR
0.99%0.97%$180.0万4,856股$160.8万4,916股-60股-1.22%减仓
洛克希德马丁LMT
0.92%1.2%$167.1万3,279股$198.2万3,279股00.00%持仓不变
IiShares安硕·S&PIVE
0.91%1.12%$165.4万7,284股$185.4万8,782股-1,498股-17.06%减仓
GE航空GE
0.86%0.74%$156.5万4,187股$121.6万4,287股-100股-2.33%减仓
Truist金融TFC
0.86%0.87%$155.8万3.1万股$143.7万3.1万股00.00%持仓不变
LOWES COS COMLOW
0.84%0.99%$152.2万6,901股$163.5万6,919股-18股-0.26%减仓
亚马逊AMZN
0.82%0.79%$149.6万6,275股$130.7万6,275股00.00%持仓不变
FFiservFISV
0.82%1.03%$149.6万3.0万股$170.1万3.0万股00.00%持仓不变
IiShares安硕信托IVW
0.82%0.74%$149.3万1.1万股$122.8万1.1万股00.00%持仓不变
摩根大通JPM
0.75%0.75%$137.2万4,192股$123.3万4,192股00.00%持仓不变
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.73%0.7%$132.4万1,883股$116.1万1,883股00.00%持仓不变
GE VernovaGEV
0.71%0.58%$129.8万1,105股$96.5万1,105股00.00%持仓不变
康宁GLW
0.64%0.38%$116.7万4,567股$62.1万4,567股00.00%持仓不变
AAT&TT
0.63%0.98%$115.3万5.6万股$161.5万5.6万股00.00%持仓不变
百事可乐PEP
0.62%0.8%$112.6万8,317股$131.4万8,461股-144股-1.70%减仓
I景顺·NASDAQ 100 ETFQQQM
0.59%0.49%$108.0万3,565股$81.6万3,435股+130股+3.78%加仓
高盛GS
0.58%0.53%$105.2万1,040股$88.0万1,040股00.00%持仓不变
埃克森美孚XOM
0.54%0.74%$98.6万7,211股$122.3万7,211股00.00%持仓不变
英特尔INTC
0.5%0.17%$90.6万6,485股$28.6万6,485股00.00%持仓不变
钢铁动力STLD
0.46%0.4%$83.5万3,639股$65.5万3,639股00.00%持仓不变
帕兰提尔PLTR
0.46%0.63%$83.3万7,137股$104.4万7,137股00.00%持仓不变
罗克韦尔自动化ROK
0.45%0.36%$81.6万1,648股$59.1万1,648股00.00%持仓不变
英伟达NVDA
0.44%0.42%$80.3万4,011股$70.0万4,011股00.00%持仓不变
NETFLIXNFLX
0.44%0.65%$80.1万1.1万股$107.9万1.1万股00.00%持仓不变
CSX铁路CSX
0.44%0.48%$80.0万1.7万股$79.1万1.9万股-2,440股-12.66%减仓
PPG工业PPG
0.43%0.45%$78.9万6,506股$73.8万6,909股-403股-5.83%减仓
AAlphabet Inc Class CGOOG
0.43%0.38%$78.1万2,209股$63.4万2,209股00.00%持仓不变

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