Bartlett & Co. Wealth Management LLC 13F 持仓 · 2026年Q2
Bartlett & Co. Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,326 只证券，申报市值合计 79.93 亿美元。前几大持仓：AAPL（5.98%）、GOOG（5.75%）、MSFT（4.62%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $478.0M | 5.98% | 1.7M | 增持 |
| 2 | GOOG | Alphabet Inc. Class C | $459.8M | 5.75% | 1.3M | 减持 |
| 3 | MSFT | Microsoft Corp | $369.1M | 4.62% | 989,415 | 增持 |
| 4 | VOO | Vanguard S&P 500 ETF | $248.5M | 3.11% | 361,789 | 增持 |
| 5 | JPM | JPMorgan Chase & Co | $242.0M | 3.03% | 739,408 | 增持 |
| 6 | NVDA | Nvidia Corp | $241.7M | 3.02% | 1.2M | 增持 |
| 7 | AMZN | Amazon.Com Inc | $223.1M | 2.79% | 936,125 | 增持 |
| 8 | BRKB | Berkshire Hathaway Inc Del CL B New | $195.7M | 2.45% | 391,026 | 增持 |
| 9 | IEFA | iShares Core MSCI EAFE ETF | $182.2M | 2.28% | 1.9M | 增持 |
| 10 | MA | Mastercard Inc Class A | $174.9M | 2.19% | 340,541 | 增持 |
| 11 | PG | Procter & Gamble Co | $152.8M | 1.91% | 1.0M | 减持 |
| 12 | TJX | TJX Companies Inc | $148.6M | 1.86% | 980,772 | 减持 |
| 13 | GOOGL | Alphabet Inc. Class A | $143.3M | 1.79% | 400,948 | 减持 |
| 14 | COST | Costco Wholesale Co | $132.2M | 1.65% | 141,278 | 增持 |
| 15 | DE | Deere & Co | $128.4M | 1.61% | 201,866 | 减持 |
| 16 | PANW | Palo Alto Networks Inc | $128.6M | 1.61% | 377,013 | 增持 |
| 17 | ADI | Analog Devices Inc | $125.5M | 1.57% | 315,915 | 减持 |
| 18 | LIN | Linde plc | $125.0M | 1.56% | 240,956 | 减持 |
| 19 | ASML | Asml Holding NV | $122.4M | 1.53% | 61,520 | 增持 |
| 20 | AMGN | Amgen Inc. | $118.4M | 1.48% | 326,887 | 减持 |
| 21 | ETN | Eaton Corp PLC F | $115.5M | 1.44% | 271,017 | 增持 |
| 22 | LOW | Lowes Cos Inc | $105.6M | 1.32% | 479,020 | 减持 |
| 23 | NEE | Nextera Energy Inc | $102.3M | 1.28% | 1.2M | 减持 |
| 24 | META | Meta Platforms Inc Class A | $101.6M | 1.27% | 180,324 | 增持 |
| 25 | IJH | iShares Core S&P Mid Cap ETF | $92.9M | 1.16% | 1.2M | 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