Account Management LLC 13F 持仓 · 2026年Q2
Account Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 22 只证券，申报市值合计 9,899.55 万美元。前几大持仓：BRKB（22.37%）、ASML（16.12%）、EPD（9.55%）。本季前 25 大持仓中：增持 3 只、减持 5 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $22.1M | 22.37% | 44,264 | 减持 |
| 2 | ASML | ASML HLDG NV | $16.0M | 16.12% | 8,020 | 减持 |
| 3 | EPD | ENTERPRISE PRODS PARTNERS L | $9.5M | 9.55% | 257,210 | 持平 |
| 4 | NEE | NEXTERA ENERGY INC | $8.4M | 8.50% | 95,835 | 增持 |
| 5 | BX | BLACKSTONE INC | $8.2M | 8.29% | 69,721 | 增持 |
| 6 | ORLY | OREILLY AUTOMOTIVE INC | $5.1M | 5.18% | 55,675 | 减持 |
| 7 | FTNT | FORTINET INC | $4.5M | 4.54% | 29,268 | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO | $4.4M | 4.47% | 13,513 | 持平 |
| 9 | SNPS | SYNOPSYS INC | $4.0M | 4.09% | 9,070 | 持平 |
| 10 | NTNX | NUTANIX INC | $2.7M | 2.69% | 52,325 | 增持 |
| 11 | AMZN | AMAZON COM INC | $2.6M | 2.66% | 11,055 | 持平 |
| 12 | GLD | SPDR GOLD TR | $2.2M | 2.24% | 6,025 | 持平 |
| 13 | ISRG | INTUITIVE SURGICAL INC | $1.9M | 1.96% | 4,875 | 持平 |
| 14 | MSFT | MICROSOFT CORP | $1.7M | 1.73% | 4,595 | 持平 |
| 15 | AMT | AMERICAN TOWER CORP | $1.4M | 1.46% | 8,845 | 持平 |
| 16 | ADI | ANALOG DEVICES INC | $1.4M | 1.38% | 3,429 | 持平 |
| 17 | GOOG | ALPHABET INC | $600,661 | 0.61% | 1,700 | 持平 |
| 18 | BA | BOEING CO | $595,293 | 0.60% | 2,750 | 持平 |
| 19 | AEM | AGNICO EAGLE MINES LTD | $470,820 | 0.48% | 3,035 | 持平 |
| 20 | INTU | INTUIT | $429,345 | 0.43% | 1,645 | 减持 |
| 21 | GOOGL | ALPHABET INC | $357,370 | 0.36% | 1,000 | 持平 |
| 22 | PJT | PJT PARTNERS INC | $292,371 | 0.30% | 1,937 | 持平 |
| 23 | TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | 清仓 |
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