B. Metzler seel. Sohn & Co. AG 13F 持仓 · 2026年Q2
B. Metzler seel. Sohn & Co. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 709 只证券，申报市值合计 115.74 亿美元。前几大持仓：NVDA（6.34%）、AAPL（6.15%）、GOOGL（5.63%）。本季前 25 大持仓中：增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $733.3M | 6.34% | 3.7M | 减持 |
| 2 | AAPL | APPLE INC | $711.7M | 6.15% | 2.5M | 增持 |
| 3 | GOOGL | ALPHABET INC | $651.4M | 5.63% | 1.8M | 减持 |
| 4 | AMZN | AMAZON COM INC | $540.8M | 4.67% | 2.3M | 减持 |
| 5 | MSFT | MICROSOFT CORP | $485.1M | 4.19% | 1.3M | 减持 |
| 6 | AVGO | BROADCOM INC | $329.3M | 2.85% | 871,867 | 增持 |
| 7 | KO | COCA COLA CO | $272.7M | 2.36% | 3.4M | 减持 |
| 8 | PANW | PALO ALTO NETWORKS INC | $266.1M | 2.30% | 780,246 | 减持 |
| 9 | JPM | JPMORGAN CHASE & CO | $247.0M | 2.13% | 754,633 | 减持 |
| 10 | META | META PLATFORMS INC | $244.9M | 2.12% | 434,801 | 减持 |
| 11 | V | VISA INC | $241.1M | 2.08% | 702,654 | 减持 |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | $227.8M | 1.97% | 454,402 | 减持 |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $221.8M | 1.92% | 464,509 | 减持 |
| 14 | ABBV | ABBVIE INC | $218.3M | 1.89% | 867,621 | 减持 |
| 15 | GE | GE AEROSPACE | $212.9M | 1.84% | 569,610 | 增持 |
| 16 | C | CITIGROUP INC | $176.2M | 1.52% | 1.3M | 减持 |
| 17 | MCD | MCDONALDS CORP | $170.7M | 1.47% | 631,407 | 减持 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $164.9M | 1.42% | 283,925 | 减持 |
| 19 | LLY | ELI LILLY & CO | $153.8M | 1.33% | 128,222 | 增持 |
| 20 | SPGI | S&P GLOBAL INC | $132.8M | 1.15% | 325,996 | 减持 |
| 21 | ABT | ABBOTT LABORATORIES | $119.0M | 1.03% | 1.3M | 减持 |
| 22 | MU | MICRON TECHNOLOGY INC | $114.7M | 0.99% | 99,397 | 减持 |
| 23 | VRTX | VERTEX PHARMACEUTICALS INC | $114.9M | 0.99% | 231,381 | 减持 |
| 24 | TSLA | TESLA INC | $103.5M | 0.89% | 246,012 | 增持 |
| 25 | AMAT | APPLIED MATLS INC | $101.8M | 0.88% | 140,817 | 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