Ashfield Capital Partners, LLC 13F 持仓 · 最近申报 2022年Q3
Ashfield Capital Partners 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 228 只证券，申报市值合计 11.90 亿美元。前几大持仓：AAPL（11.27%）、MSFT（6.39%）、GOOG（3.22%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $134.1M | 11.27% | 970,615 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $76.1M | 6.39% | 326,812 | 减持 |
| 3 | GOOG | ALPHABET INC | $38.3M | 3.22% | 398,398 | 增持 |
| 4 | UNH | UNITEDHEALTH GROUP INC | $32.8M | 2.75% | 64,877 | 减持 |
| 5 | DHR | DANAHER CORPORATION | $28.7M | 2.41% | 111,160 | 减持 |
| 6 | COST | COSTCO WHSL CORP NEW | $26.2M | 2.21% | 55,572 | 减持 |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | $25.6M | 2.15% | 50,517 | 减持 |
| 8 | NVDA | NVIDIA CORPORATION | $25.4M | 2.14% | 209,391 | 减持 |
| 9 | HD | HOME DEPOT INC | $22.6M | 1.90% | 81,769 | 减持 |
| 10 | AMZN | AMAZON COM INC | $21.8M | 1.83% | 192,708 | 减持 |
| 11 | V | VISA INC | $21.8M | 1.83% | 122,465 | 减持 |
| 12 | PANW | PALO ALTO NETWORKS INC | $21.4M | 1.80% | 130,532 | 增持 |
| 13 | ADI | ANALOG DEVICES INC | $21.4M | 1.79% | 153,262 | 减持 |
| 14 | GOOGL | ALPHABET INC | $19.9M | 1.67% | 207,618 | 增持 |
| 15 | UNP | UNION PAC CORP | $19.1M | 1.61% | 98,189 | 减持 |
| 16 | CCI | CROWN CASTLE INC | $18.7M | 1.57% | 129,157 | 减持 |
| 17 | FTNT | FORTINET INC | $17.4M | 1.46% | 354,562 | 减持 |
| 18 | ACN | ACCENTURE PLC IRELAND | $17.2M | 1.44% | 66,681 | 减持 |
| 19 | ALGN | ALIGN TECHNOLOGY INC | $16.6M | 1.40% | 80,202 | 减持 |
| 20 | CVX | CHEVRON CORP NEW | $16.0M | 1.34% | 111,310 | 增持 |
| 21 | VYM | VANGUARD WHITEHALL FDS | $15.9M | 1.33% | 167,461 | 增持 |
| 22 | JNJ | JOHNSON & JOHNSON | $15.5M | 1.30% | 95,026 | 减持 |
| 23 | CAT | CATERPILLAR INC | $14.4M | 1.21% | 87,769 | 减持 |
| 24 | CRWD | CROWDSTRIKE HLDGS INC | $14.4M | 1.21% | 87,258 | 增持 |
| 25 | TTEK | TETRA TECH INC | $13.3M | 1.11% | 103,097 | 增持 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
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