Abn Amro Investment Solutions 13F 持仓 · 2026年Q2
Abn Amro Investment Solutions 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 616 只证券，申报市值合计 115.43 亿美元。前几大持仓：NVDA（7.78%）、MSFT（5.27%）、AAPL（5.12%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $897.8M | 7.78% | 4.5M | 增持 |
| 2 | MSFT | MICROSOFT CORP | $608.1M | 5.27% | 1.6M | 增持 |
| 3 | AAPL | APPLE INC | $591.1M | 5.12% | 2.0M | 增持 |
| 4 | AMZN | AMAZON COM INC | $378.5M | 3.28% | 1.6M | 增持 |
| 5 | AVGO | BROADCOM INC | $365.0M | 3.16% | 966,145 | 增持 |
| 6 | AMAT | APPLIED MATLS INC | $302.7M | 2.62% | 418,651 | 减持 |
| 7 | GOOGL | ALPHABET INC | $301.4M | 2.61% | 843,394 | 减持 |
| 8 | LLY | ELI LILLY & CO | $279.2M | 2.42% | 232,754 | 增持 |
| 9 | LIN | LINDE PLC | $200.3M | 1.74% | 385,968 | 增持 |
| 10 | BAC | BANK OF AMER CORP | $196.4M | 1.70% | 3.4M | 增持 |
| 11 | V | VISA INC | $190.3M | 1.65% | 554,740 | 增持 |
| 12 | PANW | PALO ALTO NETWORKS INC | $185.5M | 1.61% | 543,970 | 增持 |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $180.8M | 1.57% | 311,262 | 减持 |
| 14 | ABBV | ABBVIE INC | $163.3M | 1.42% | 649,098 | 增持 |
| 15 | SPGI | S&P GLOBAL INC | $160.9M | 1.39% | 395,201 | 增持 |
| 16 | TT | TRANE TECHNOLOGIES PLC | $149.9M | 1.30% | 305,286 | 增持 |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $143.4M | 1.24% | 300,346 | 减持 |
| 18 | SYK | STRYKER CORPORATION | $130.5M | 1.13% | 414,338 | 增持 |
| 19 | JPM | JPMORGAN CHASE & CO | $125.4M | 1.09% | 383,145 | 增持 |
| 20 | GEV | GE VERNOVA INC | $117.0M | 1.01% | 99,554 | 增持 |
| 21 | KLAC | KLA CORP | $110.3M | 0.96% | 365,654 | 增持 |
| 22 | NFLX | NETFLIX INC. | $109.5M | 0.95% | 1.5M | 增持 |
| 23 | ORLY | OREILLY AUTOMOTIVE INC | $104.2M | 0.90% | 1.1M | 增持 |
| 24 | XYL | XYLEM INC | $101.0M | 0.88% | 854,445 | 增持 |
| 25 | META | META PLATFORMS INC | $100.9M | 0.87% | 179,145 | 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