Banque de Luxembourg S.A. 13F 持仓 · 2026年Q2
Banque de Luxembourg 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 78 只证券，申报市值合计 2.12 亿美元。前几大持仓：SPY（13.92%）、GOOGL（11.16%）、MSFT（7.58%）。本季前 25 大持仓中：增持 9 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $29.5M | 13.92% | 39,502 | 增持 |
| 2 | GOOGL | ALPHABET INC | $23.7M | 11.16% | 66,228 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $16.1M | 7.58% | 43,092 | 减持 |
| 4 | TTE | TOTALENERGIES SE | $11.7M | 5.52% | 150,433 | 减持 |
| 5 | V | VISA INC | $11.4M | 5.39% | 33,311 | 减持 |
| 6 | AMZN | AMAZON COM INC | $11.3M | 5.35% | 47,542 | 减持 |
| 7 | AAPL | APPLE INC | $10.6M | 5.02% | 36,783 | 减持 |
| 8 | UNH | UNITEDHEALTH GROUP INC | $9.4M | 4.45% | 22,683 | 减持 |
| 9 | MDT | MEDTRONIC PLC | $7.9M | 3.72% | 100,738 | 增持 |
| 10 | ADI | ANALOG DEVICES INC | $6.8M | 3.20% | 17,077 | 减持 |
| 11 | SPGI | S&P GLOBAL INC | $6.2M | 2.92% | 15,181 | 减持 |
| 12 | SNPS | SYNOPSYS INC | $6.2M | 2.90% | 13,788 | 减持 |
| 13 | ACN | ACCENTURE PLC IRELAND | $5.7M | 2.68% | 45,703 | 增持 |
| 14 | CSCO | CISCO SYS INC | $5.5M | 2.58% | 46,498 | 增持 |
| 15 | NVDA | NVIDIA CORPORATION | $5.5M | 2.58% | 27,359 | 增持 |
| 16 | BDX | BECTON DICKINSON & CO | $4.8M | 2.26% | 31,670 | 减持 |
| 17 | CNI | CANADIAN NATL RY CO | $3.6M | 1.71% | 30,377 | 减持 |
| 18 | AVGO | BROADCOM INC | $3.4M | 1.60% | 8,983 | 增持 |
| 19 | GOOG | ALPHABET INC | $3.0M | 1.43% | 8,573 | 持平 |
| 20 | ALLE | ALLEGION PLC | $3.0M | 1.42% | 21,475 | 增持 |
| 21 | DIS | DISNEY WALT CO | $2.9M | 1.36% | 29,974 | 增持 |
| 22 | ICLR | ICON PUB LTD CO | $2.3M | 1.09% | 13,280 | 增持 |
| 23 | PG | PROCTER & GAMBLE CO | $1.4M | 0.65% | 9,347 | 减持 |
| 24 | PKW | INVESCO EXCHANGE TRADED FD T | $1.3M | 0.62% | 9,227 | 持平 |
| 25 | BNY | BANK OF NY MELLON CORP | $1.3M | 0.60% | 8,817 | 持平 |
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