Beech Hill Advisors, Inc. 13F 持仓 · 2026年Q2
Beech Hill Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 97 只证券，申报市值合计 2.26 亿美元。前几大持仓：AMAT（3.79%）、BX（3.38%）、GOOGL（3.06%）。本季前 25 大持仓中：增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | $8.6M | 3.79% | 11,855 | 减持 |
| 2 | BX | BLACKSTONE INC | $7.6M | 3.38% | 64,944 | 增持 |
| 3 | GOOGL | ALPHABET INC | $6.9M | 3.06% | 19,361 | 减持 |
| 4 | AAPL | APPLE INC | $6.7M | 2.97% | 23,247 | 减持 |
| 5 | AMZN | AMAZON COM INC | $6.6M | 2.91% | 27,632 | 减持 |
| 6 | XLK | SELECT SECTOR SPDR TR | $6.4M | 2.82% | 33,503 | 减持 |
| 7 | AMD | ADVANCED MICRO DEVICES INC | $5.9M | 2.63% | 10,232 | 减持 |
| 8 | ABBV | ABBVIE INC | $5.8M | 2.55% | 22,897 | 减持 |
| 9 | UNH | UNITEDHEALTH GROUP INC | $5.3M | 2.34% | 12,714 | 增持 |
| 10 | AVGO | BROADCOM INC | $5.3M | 2.33% | 13,949 | 减持 |
| 11 | META | META PLATFORMS INC | $4.6M | 2.06% | 8,253 | 减持 |
| 12 | MU | MICRON TECHNOLOGY INC | $4.7M | 2.06% | 4,033 | 减持 |
| 13 | MRK | MERCK & CO INC | $4.4M | 1.93% | 34,051 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $4.3M | 1.89% | 11,459 | 增持 |
| 15 | ETN | EATON CORP PLC | $4.2M | 1.87% | 9,921 | 减持 |
| 16 | UBER | UBER TECHNOLOGIES INC | $3.9M | 1.73% | 54,108 | 减持 |
| 17 | EXPE | EXPEDIA GROUP INC | $3.9M | 1.72% | 15,203 | 减持 |
| 18 | NEE | NEXTERA ENERGY INC | $3.8M | 1.66% | 42,864 | 增持 |
| 19 | NVDA | NVIDIA CORPORATION | $3.7M | 1.61% | 18,251 | 减持 |
| 20 | DLR | DIGITAL RLTY TR INC | $3.5M | 1.53% | 19,317 | 减持 |
| 21 | FCX | FREEPORT MCMORAN INC | $3.5M | 1.53% | 55,008 | 减持 |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $3.4M | 1.52% | 12,186 | 增持 |
| 23 | TJX | TJX COS INC NEW | $3.4M | 1.49% | 22,235 | 减持 |
| 24 | JPM | JPMORGAN CHASE & CO | $3.3M | 1.47% | 10,181 | 减持 |
| 25 | V | VISA INC | $3.3M | 1.45% | 9,589 | 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