Bey-Douglas LLC 13F 持仓 · 2026年Q1
Bey-Douglas 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 56 只证券，申报市值合计 1.15 亿美元。前几大持仓：GOOGL（12.48%）、NVDA（10.71%）、MSFT（7.54%）。本季前 25 大持仓中：新建仓 4 只、增持 5 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $14.3M | 12.48% | 49,741 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $12.3M | 10.71% | 70,405 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $8.6M | 7.54% | 23,345 | 减持 |
| 4 | V | VISA INC | $6.1M | 5.35% | 20,279 | 减持 |
| 5 | LLY | ELI LILLY & CO | $5.5M | 4.76% | 5,936 | 减持 |
| 6 | AAPL | APPLE INC | $5.4M | 4.68% | 21,151 | 减持 |
| 7 | MCK | MCKESSON CORP | $5.0M | 4.36% | 5,776 | 减持 |
| 8 | SYK | STRYKER CORPORATION | $4.7M | 4.11% | 14,338 | 减持 |
| 9 | MA | MASTERCARD INCORPORATED | $4.5M | 3.96% | 9,085 | 减持 |
| 10 | GWW | WW GRAINGER INC | $4.5M | 3.89% | 4,086 | 减持 |
| 11 | INTU | INTUIT | $4.2M | 3.69% | 9,777 | 减持 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.5M | 3.06% | 7,322 | 新建仓 |
| 13 | META | META PLATFORMS INC | $3.4M | 3.01% | 6,029 | 减持 |
| 14 | AVGO | BROADCOM INC | $3.1M | 2.70% | 10,007 | 新建仓 |
| 15 | RTX | RTX CORPORATION | $2.7M | 2.38% | 14,172 | 增持 |
| 16 | ETN | EATON CORP PLC | $2.4M | 2.14% | 6,846 | 减持 |
| 17 | JNJ | JOHNSON & JOHNSON | $2.4M | 2.10% | 9,845 | 增持 |
| 18 | ADP | AUTOMATIC DATA PROCESSING IN | $2.2M | 1.93% | 10,883 | 减持 |
| 19 | SPGI | S&P GLOBAL INC | $2.0M | 1.74% | 4,700 | 新建仓 |
| 20 | BKNG | BOOKING HOLDINGS INC | $1.7M | 1.49% | 405 | 减持 |
| 21 | APH | AMPHENOL CORP | $1.5M | 1.27% | 11,485 | 增持 |
| 22 | NOW | SERVICENOW INC | $1.3M | 1.16% | 12,688 | 新建仓 |
| 23 | UBER | UBER TECHNOLOGIES INC | $985,297 | 0.86% | 13,698 | 减持 |
| 24 | COWZ | PACER FDS TR | $829,672 | 0.72% | 13,262 | 增持 |
| 25 | XOM | EXXON MOBIL CORP | $748,662 | 0.65% | 4,413 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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