Advisor Partners II, LLC 13F 持仓 · 最近申报 2023年Q3
Advisor Partners II 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 1,252 只证券，申报市值合计 24.93 亿美元。前几大持仓：AAPL（5.75%）、MSFT（4.73%）、NVDA（2.46%）。本季前 25 大持仓中：增持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $143.5M | 5.75% | 838,129 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $117.9M | 4.73% | 373,258 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $61.3M | 2.46% | 140,860 | 增持 |
| 4 | AMZN | AMAZON COM INC | $46.7M | 1.87% | 367,604 | 增持 |
| 5 | GOOG | ALPHABET INC | $31.7M | 1.27% | 240,738 | 增持 |
| 6 | META | META PLATFORMS INC | $31.3M | 1.25% | 104,094 | 增持 |
| 7 | UNH | UNITEDHEALTH GROUP INC | $29.8M | 1.19% | 59,014 | 增持 |
| 8 | GOOGL | ALPHABET INC | $29.5M | 1.18% | 225,133 | 增持 |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $28.9M | 1.16% | 82,533 | 增持 |
| 10 | LLY | ELI LILLY & CO | $26.6M | 1.07% | 49,580 | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO | $26.5M | 1.06% | 182,619 | 增持 |
| 12 | TSLA | TESLA INC | $21.9M | 0.88% | 87,462 | 增持 |
| 13 | IVV | ISHARES TR | $21.0M | 0.84% | 48,935 | 增持 |
| 14 | JNJ | JOHNSON & JOHNSON | $20.9M | 0.84% | 133,892 | 增持 |
| 15 | V | VISA INC | $20.3M | 0.82% | 88,355 | 增持 |
| 16 | XOM | EXXON MOBIL CORP | $20.2M | 0.81% | 171,611 | 增持 |
| 17 | MA | MASTERCARD INCORPORATED | $19.4M | 0.78% | 49,025 | 增持 |
| 18 | PG | PROCTER AND GAMBLE CO | $17.8M | 0.71% | 122,188 | 增持 |
| 19 | HD | HOME DEPOT INC | $17.1M | 0.69% | 56,530 | 增持 |
| 20 | AVGO | BROADCOM INC | $16.3M | 0.65% | 19,616 | 增持 |
| 21 | MRK | MERCK & CO INC | $15.6M | 0.63% | 151,950 | 增持 |
| 22 | KO | COCA COLA CO | $14.6M | 0.58% | 260,238 | 增持 |
| 23 | COST | COSTCO WHSL CORP NEW | $14.3M | 0.57% | 25,255 | 增持 |
| 24 | ORCL | ORACLE CORP | $13.7M | 0.55% | 129,694 | 增持 |
| 25 | NFLX | NETFLIX INC | $12.9M | 0.52% | 34,101 | 增持 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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