Bar Harbor Wealth Management 13F 持仓 · 2026年Q2
Bar Harbor Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 268 只证券，申报市值合计 18.62 亿美元。前几大持仓：XLK（9.51%）、AAPL（4.33%）、LLY（4.23%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $177.0M | 9.51% | 929,180 | 减持 |
| 2 | AAPL | APPLE INC | $80.7M | 4.33% | 278,846 | 增持 |
| 3 | LLY | ELI LILLY & CO | $78.8M | 4.23% | 65,715 | 减持 |
| 4 | IVV | ISHARES TR | $75.4M | 4.05% | 100,654 | 增持 |
| 5 | AGG | ISHARES TR | $73.0M | 3.92% | 737,198 | 增持 |
| 6 | CAT | CATERPILLAR INC | $48.7M | 2.61% | 45,699 | 减持 |
| 7 | JNJ | JOHNSON & JOHNSON | $46.2M | 2.48% | 181,735 | 减持 |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $43.0M | 2.31% | 603,744 | 增持 |
| 9 | IJH | ISHARES TR | $39.8M | 2.13% | 515,533 | 减持 |
| 10 | IJR | ISHARES TR | $39.6M | 2.13% | 267,227 | 减持 |
| 11 | GOOGL | ALPHABET INC | $39.3M | 2.11% | 110,054 | 减持 |
| 12 | XLY | SELECT SECTOR SPDR TR | $33.3M | 1.79% | 284,042 | 减持 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $32.2M | 1.73% | 34,418 | 增持 |
| 14 | QQQ | INVESCO QQQ TR | $28.8M | 1.55% | 39,114 | 减持 |
| 15 | XLI | SELECT SECTOR SPDR TR | $28.9M | 1.55% | 156,128 | 减持 |
| 16 | MSFT | MICROSOFT CORP | $28.4M | 1.52% | 76,085 | 减持 |
| 17 | XOM | EXXON MOBIL CORP | $25.8M | 1.39% | 188,715 | 减持 |
| 18 | XLF | SELECT SECTOR SPDR TR | $25.6M | 1.38% | 478,174 | 减持 |
| 19 | JPM | JPMORGAN CHASE & CO | $24.7M | 1.33% | 75,397 | 减持 |
| 20 | ABBV | ABBVIE INC | $23.9M | 1.28% | 94,999 | 增持 |
| 21 | IGSB | ISHARES TR | $23.3M | 1.25% | 444,432 | 增持 |
| 22 | MRK | MERCK & CO INC | $22.4M | 1.20% | 174,340 | 增持 |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | $20.7M | 1.11% | 73,587 | 减持 |
| 24 | AMZN | AMAZON COM INC | $17.4M | 0.93% | 72,827 | 减持 |
| 25 | WMT | WALMART INC | $17.1M | 0.92% | 150,791 | 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