Baxter Bros Inc 13F 持仓 · 2026年Q2
Baxter Bros 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 172 只证券，申报市值合计 8.64 亿美元。前几大持仓：BRKB（8.03%）、MSFT（5.67%）、GOOG（4.68%）。本季前 25 大持仓中：增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $69.4M | 8.03% | 138,780 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $49.0M | 5.67% | 131,367 | 增持 |
| 3 | GOOG | ALPHABET INC | $40.4M | 4.68% | 114,457 | 减持 |
| 4 | XOM | EXXON MOBIL CORP | $37.2M | 4.30% | 271,874 | 减持 |
| 5 | GOOGL | ALPHABET INC | $32.9M | 3.80% | 91,938 | 减持 |
| 6 | V | VISA INC | $32.3M | 3.74% | 94,147 | 减持 |
| 7 | AXP | AMERICAN EXPRESS CO | $27.9M | 3.23% | 82,605 | 增持 |
| 8 | UNP | UNION PAC CORP | $25.3M | 2.92% | 92,873 | 减持 |
| 9 | JPM | JPMORGAN CHASE & CO | $25.2M | 2.91% | 76,917 | 增持 |
| 10 | META | META PLATFORMS INC | $21.7M | 2.52% | 38,604 | 增持 |
| 11 | MS | MORGAN STANLEY | $19.3M | 2.23% | 92,381 | 减持 |
| 12 | AMZN | AMAZON COM INC | $18.7M | 2.16% | 78,464 | 增持 |
| 13 | QCOM | QUALCOMM INC | $17.8M | 2.06% | 96,563 | 减持 |
| 14 | ADP | AUTOMATIC DATA PROCESSING IN | $16.4M | 1.90% | 73,438 | 减持 |
| 15 | RTX | RTX CORPORATION | $16.1M | 1.87% | 85,081 | 减持 |
| 16 | MA | MASTERCARD INCORPORATED | $16.1M | 1.86% | 31,319 | 增持 |
| 17 | GE | GE AEROSPACE | $15.9M | 1.84% | 42,532 | 持平 |
| 18 | SCHW | SCHWAB CHARLES CORP | $15.5M | 1.80% | 168,229 | 增持 |
| 19 | INTU | INTUIT | $14.6M | 1.69% | 55,889 | 减持 |
| 20 | GS | GOLDMAN SACHS GROUP INC | $14.3M | 1.66% | 14,177 | 减持 |
| 21 | PG | PROCTER & GAMBLE CO | $12.4M | 1.43% | 84,429 | 减持 |
| 22 | GEV | GE VERNOVA INC | $12.2M | 1.41% | 10,385 | 持平 |
| 23 | VIGI | VANGUARD WHITEHALL FDS | $12.1M | 1.40% | 129,664 | 增持 |
| 24 | CVX | CHEVRON CORPORATION | $10.6M | 1.23% | 64,215 | 减持 |
| 25 | JNJ | JOHNSON & JOHNSON | $10.2M | 1.19% | 40,350 | 减持 |
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