Adirondack Trust Co 13F 持仓 · 2026年Q2
Adirondack Trust 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 556 只证券,申报市值合计 3.36 亿美元。前几大持仓:SPY(12.55%)、AAPL(5.43%)、NVDA(5.16%)。本季前 25 大持仓中:增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S & P 500 ETF TRUST | $42.1M | 12.55% | 56,383 | 减持 |
| 2 | AAPL | APPLE INC | $18.2M | 5.43% | 62,987 | 减持 |
| 3 | NVDA | NVIDIA CORP. | $17.3M | 5.16% | 86,497 | 减持 |
| 4 | VTHR | ETF VANGUARD RUSSELL 3000 | $12.0M | 3.57% | 36,106 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $9.0M | 2.69% | 24,183 | 增持 |
| 6 | AMZN | AMAZON. COM, INC | $8.8M | 2.62% | 36,945 | 减持 |
| 7 | CAT | CATERPILLAR INC | $7.4M | 2.22% | 6,992 | 减持 |
| 8 | MDY | S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF | $6.7M | 1.98% | 9,471 | 减持 |
| 9 | JPM | JPMORGAN CHASE & CO COM | $6.5M | 1.94% | 19,892 | 减持 |
| 10 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $5.7M | 1.71% | 46,168 | 增持 |
| 11 | IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $5.4M | 1.61% | 259,253 | 增持 |
| 12 | AMAT | APPLIED MATL INC | $5.4M | 1.59% | 7,403 | 减持 |
| 13 | JNJ | JOHNSON & JOHNSON | $5.0M | 1.49% | 19,692 | 减持 |
| 14 | IJR | ISHARES CORE S&P SMALL-CAP ETF | $4.7M | 1.40% | 31,686 | 减持 |
| 15 | AGG | ISHARES CORE TOTAL US AGGREGATE BOND ETF | $4.5M | 1.34% | 45,497 | 增持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC. DEL CLASS B | $4.4M | 1.30% | 8,697 | 减持 |
| 17 | LLY | ELI LILLY & CO | $4.4M | 1.30% | 3,642 | 减持 |
| 18 | TIP | ISHARES TIPS BOND ETF | $4.2M | 1.26% | 38,511 | 增持 |
| 19 | IBDV | ISHARES IBONDS DEC 2030 TERM CORP-ETF | $3.8M | 1.12% | 173,088 | 增持 |
| 20 | PG | PROCTER & GAMBLE CO | $3.8M | 1.12% | 25,627 | 减持 |
| 21 | IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $3.7M | 1.09% | 158,394 | 增持 |
| 22 | IBDX | ISHARES TRUST IBONDS DEC2032TERM CORP ETF | $3.5M | 1.04% | 138,162 | 增持 |
| 23 | XLK | TECHNOLOGY SELECT SECT SPDR | $3.5M | 1.04% | 18,260 | 减持 |
| 24 | ABBV | ABBVIE INC. | $3.5M | 1.03% | 13,727 | 减持 |
| 25 | VUG | VANGUARD GROWTH ETF | $3.4M | 1.02% | 39,642 | 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