Bank Pictet & Cie (Europe) AG 13F 持仓 · 2026年Q2
Bank Pictet & Cie (Europe) 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 204 只证券，申报市值合计 51.19 亿美元。前几大持仓：NVDA（8.92%）、GOOGL（8.32%）、AMZN（7.96%）。本季前 25 大持仓中：增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $456.6M | 8.92% | 2.3M | 增持 |
| 2 | GOOGL | ALPHABET INC | $425.8M | 8.32% | 1.2M | 减持 |
| 3 | AMZN | AMAZON COM INC | $407.5M | 7.96% | 1.7M | 减持 |
| 4 | MSFT | MICROSOFT CORP | $321.0M | 6.27% | 864,064 | 增持 |
| 5 | V | VISA INC | $206.2M | 4.03% | 600,932 | 减持 |
| 6 | AAPL | APPLE INC | $151.3M | 2.96% | 522,805 | 增持 |
| 7 | AMD | ADVANCED MICRO DEVICES INC | $137.7M | 2.69% | 237,061 | 增持 |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $136.8M | 2.67% | 146,254 | 增持 |
| 9 | AVGO | BROADCOM INC | $133.7M | 2.61% | 353,809 | 增持 |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $127.5M | 2.49% | 266,874 | 减持 |
| 11 | META | META PLATFORMS INC | $112.8M | 2.20% | 200,252 | 增持 |
| 12 | ABBV | ABBVIE INC | $99.3M | 1.94% | 394,497 | 减持 |
| 13 | LIN | LINDE PLC | $97.9M | 1.91% | 188,602 | 增持 |
| 14 | TTE | TOTALENERGIES SE | $96.3M | 1.88% | 1.2M | 减持 |
| 15 | GOOG | ALPHABET INC | $92.6M | 1.81% | 262,046 | 减持 |
| 16 | CTAS | CINTAS CORP | $87.5M | 1.71% | 514,184 | 减持 |
| 17 | SLB | SLB LIMITED | $84.1M | 1.64% | 1.8M | 增持 |
| 18 | UNH | UNITEDHEALTH GROUP INC | $80.5M | 1.57% | 193,604 | 减持 |
| 19 | ISRG | INTUITIVE SURGICAL INC | $76.9M | 1.50% | 193,424 | 增持 |
| 20 | DHR | DANAHER CORP DEL | $67.8M | 1.33% | 356,096 | 减持 |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $66.6M | 1.30% | 89 | 持平 |
| 22 | ETN | EATON CORP PLC | $66.3M | 1.30% | 155,633 | 减持 |
| 23 | JPM | JPMORGAN CHASE & CO | $66.2M | 1.29% | 202,264 | 减持 |
| 24 | PM | PHILIP MORRIS INTL INC | $61.1M | 1.19% | 337,724 | 增持 |
| 25 | WFC | WELLS FARGO & CO | $57.1M | 1.12% | 691,389 | 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