BankChampaign, National Association 13F 持仓 · 2026年Q2
BankChampaign, National Association 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 200 只证券，申报市值合计 1.30 亿美元。前几大持仓：WDC（3.42%）、BRKB（3.14%）、GOOGL（2.52%）。本季前 25 大持仓中：增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WDC | WESTERN DIGITAL CORP | $4.5M | 3.42% | 6,975 | 减持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.1M | 3.14% | 8,181 | 增持 |
| 3 | GOOGL | ALPHABET INC | $3.3M | 2.52% | 9,180 | 增持 |
| 4 | LLY | ELI LILLY & CO | $3.1M | 2.37% | 2,577 | 增持 |
| 5 | AVGO | BROADCOM INC | $3.0M | 2.32% | 7,994 | 减持 |
| 6 | CAT | CATERPILLAR INC | $2.5M | 1.94% | 2,368 | 增持 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.3M | 1.78% | 4,842 | 增持 |
| 8 | VRT | VERTIV HOLDINGS CO | $2.2M | 1.70% | 6,609 | 减持 |
| 9 | PAAS | PAN AMERN SILVER CORP | $2.0M | 1.54% | 44,777 | 减持 |
| 10 | HWM | HOWMET AEROSPACE INC | $1.9M | 1.47% | 7,100 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION | $1.9M | 1.44% | 9,370 | 增持 |
| 12 | GEV | GE VERNOVA INC | $1.8M | 1.42% | 1,570 | 增持 |
| 13 | AAPL | APPLE INC | $1.8M | 1.40% | 6,314 | 增持 |
| 14 | LRCX | LAM RESEARCH CORP | $1.8M | 1.40% | 4,219 | 增持 |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | $1.8M | 1.35% | 15,123 | 减持 |
| 16 | RGLD | ROYAL GOLD INC | $1.7M | 1.28% | 8,359 | 增持 |
| 17 | ETN | EATON CORP PLC | $1.6M | 1.21% | 3,694 | 增持 |
| 18 | ASML | ASML HLDG NV | $1.6M | 1.20% | 788 | 增持 |
| 19 | DELL | DELL TECHNOLOGIES INC | $1.5M | 1.19% | 3,578 | 减持 |
| 20 | WMT | WALMART INC | $1.6M | 1.19% | 13,727 | 增持 |
| 21 | AMZN | AMAZON COM INC | $1.5M | 1.18% | 6,436 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $1.5M | 1.17% | 4,073 | 增持 |
| 23 | URI | UNITED RENTALS INC | $1.5M | 1.17% | 1,347 | 持平 |
| 24 | PH | PARKER-HANNIFIN CORP | $1.4M | 1.11% | 1,482 | 增持 |
| 25 | MRVL | MARVELL TECHNOLOGY INC | $1.4M | 1.09% | 4,745 | 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