Banco Santander, S.A. 13F 持仓 · 2026年Q2
桑坦德在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 511 只证券，申报市值合计 160.78 亿美元。前几大持仓：BSBR（16.99%）、MSFT（5.80%）、NVDA（5.71%）。本季前 25 大持仓中：增持 21 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BSBR | BANCO SANTANDER BRASIL S A | $2.73B | 16.99% | 520.2M | 持平 |
| 2 | MSFT | MICROSOFT CORP | $932.6M | 5.80% | 2.5M | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $918.8M | 5.71% | 4.6M | 增持 |
| 4 | FER | FERROVIAL NV | $673.3M | 4.19% | 9.8M | 增持 |
| 5 | AAPL | APPLE INC | $669.5M | 4.16% | 2.3M | 增持 |
| 6 | MU | MICRON TECHNOLOGY INC | $465.7M | 2.90% | 403,459 | 增持 |
| 7 | AMZN | AMAZON COM INC | $453.9M | 2.82% | 1.9M | 增持 |
| 8 | META | META PLATFORMS INC | $384.5M | 2.39% | 682,535 | 增持 |
| 9 | TTE | TOTALENERGIES SE | $378.8M | 2.36% | 4.9M | 增持 |
| 10 | GOOGL | ALPHABET INC | $374.2M | 2.33% | 1.0M | 增持 |
| 11 | AVGO | BROADCOM INC | $308.4M | 1.92% | 816,346 | 增持 |
| 12 | GLD | SPDR GOLD TR | $219.5M | 1.37% | 595,810 | 增持 |
| 13 | GOOG | ALPHABET INC | $220.9M | 1.37% | 625,126 | 增持 |
| 14 | JPM | JPMORGAN CHASE & CO | $215.4M | 1.34% | 658,183 | 增持 |
| 15 | RACE | FERRARI N V | $171.6M | 1.07% | 461,060 | 减持 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $157.2M | 0.98% | 210,516 | 减持 |
| 17 | CAT | CATERPILLAR INC | $142.4M | 0.89% | 133,742 | 增持 |
| 18 | LLY | ELI LILLY & CO | $143.8M | 0.89% | 119,853 | 增持 |
| 19 | VOO | VANGUARD INDEX FDS | $139.4M | 0.87% | 202,961 | 减持 |
| 20 | DB | DEUTSCHE BK AG | $137.1M | 0.85% | 4.1M | 增持 |
| 21 | QQQM | INVESCO EXCH TRADED FD TR II | $135.2M | 0.84% | 446,330 | 增持 |
| 22 | AMAT | APPLIED MATLS INC | $134.0M | 0.83% | 185,274 | 增持 |
| 23 | C | CITIGROUP INC | $128.5M | 0.80% | 918,469 | 增持 |
| 24 | MRVL | MARVELL TECHNOLOGY INC | $126.6M | 0.79% | 425,132 | 增持 |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $118.5M | 0.74% | 203,922 | 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