Banyan Partners, LLC 13F 持仓 · 最近申报 2014年Q3
Banyan Partners 在 2014年Q3（报告期截至 2014-09-30）的 SEC 13F 申报中报告了 380 只证券，申报市值合计 11.77 亿美元。前几大持仓：AAPL（4.17%）、GE（2.35%）、JPM（1.99%）。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 | AAPL | Apple | $49.1M | 4.17% | 486,892 | 减持 |
| 2 | GE | General Electric | $27.7M | 2.35% | 1.1M | 增持 |
| 3 | JPM | JPMorgan Chase | $23.4M | 1.99% | 388,308 | 增持 |
| 4 | WFC | Wells Fargo | $20.9M | 1.77% | 402,640 | 减持 |
| 5 | SLB | Schlumberger | $20.7M | 1.76% | 203,791 | 增持 |
| 6 | IBM | IBM | $20.3M | 1.73% | 107,123 | 增持 |
| 7 | QCOM | Qualcomm | $20.3M | 1.73% | 271,728 | 增持 |
| 8 | SPY | SPDR S&P 500 | $20.3M | 1.72% | 103,000 | 增持 |
| 9 | MSFT | Microsoft | $19.6M | 1.67% | 423,860 | 减持 |
| 10 | BRK/A | Berkshire Hathaway A | $17.2M | 1.46% | 83 | 持平 |
| 11 | JNJ | Johnson & Johnson | $13.6M | 1.16% | 127,583 | 增持 |
| 12 | CVX | Chevron | $13.5M | 1.15% | 113,106 | 减持 |
| 13 | HD | Home Depot | $13.5M | 1.15% | 147,505 | 减持 |
| 14 | EMC | EMC | $13.4M | 1.14% | 458,738 | 增持 |
| 15 | RTX | United Technologies | $13.3M | 1.13% | 126,290 | 增持 |
| 16 | ESRX | Express Scripts | $13.0M | 1.11% | 184,383 | 减持 |
| 17 | OXY | Occidental Petroleum | $12.7M | 1.08% | 132,020 | 增持 |
| 18 | CSCO | Cisco Systems | $12.6M | 1.07% | 502,411 | 增持 |
| 19 | DIS | Walt Disney | $12.5M | 1.06% | 140,153 | 减持 |
| 20 | MRK | Merck | $12.5M | 1.06% | 210,382 | 减持 |
| 21 | TFC | BB&T | $12.2M | 1.03% | 326,979 | 减持 |
| 22 | XOM | Exxon Mobil | $12.1M | 1.03% | 129,102 | 增持 |
| 23 | DD1 | Du Pont | $11.3M | 0.96% | 157,136 | 减持 |
| 24 | CELG | Celgene | $11.2M | 0.95% | 117,836 | 减持 |
| 25 | AIG | American Intl Group | $11.1M | 0.94% | 205,300 | 减持 |
来源：SEC 13F 申报文件 · 截至 2014-09-30
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