Biondo Investment Advisors, LLC 13F 持仓 · 2026年Q2
Biondo Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 89 只证券，申报市值合计 8.17 亿美元。前几大持仓：AAPL（6.75%）、GOOGL（6.71%）、NVDA（5.88%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $55.1M | 6.75% | 190,471 | 减持 |
| 2 | GOOGL | ALPHABET INC | $54.8M | 6.71% | 153,465 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $48.0M | 5.88% | 239,946 | 减持 |
| 4 | ISRG | INTUITIVE SURGICAL INC | $47.5M | 5.82% | 119,487 | 增持 |
| 5 | MA | MASTERCARD INCORPORATED | $32.7M | 4.01% | 63,715 | 减持 |
| 6 | IDXX | IDEXX LABS INC | $28.3M | 3.46% | 53,673 | 增持 |
| 7 | AMZN | AMAZON COM INC | $28.0M | 3.42% | 117,314 | 减持 |
| 8 | KRYS | KRYSTAL BIOTECH INC | $26.4M | 3.23% | 70,945 | 减持 |
| 9 | ASML | ASML HLDG NV | $22.6M | 2.77% | 11,379 | 减持 |
| 10 | LLY | ELI LILLY & CO | $21.4M | 2.62% | 17,843 | 减持 |
| 11 | JPM | JPMORGAN CHASE & CO | $21.0M | 2.57% | 64,082 | 减持 |
| 12 | ABBV | ABBVIE INC | $19.0M | 2.33% | 75,667 | 减持 |
| 13 | XOM | EXXON MOBIL CORP | $17.5M | 2.14% | 127,901 | 减持 |
| 14 | MSFT | MICROSOFT CORP | $17.0M | 2.08% | 45,559 | 增持 |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | $16.2M | 1.98% | 57,466 | 减持 |
| 16 | JNJ | JOHNSON & JOHNSON | $16.0M | 1.96% | 62,902 | 减持 |
| 17 | SPG | SIMON PPTY GROUP INC NEW | $15.7M | 1.92% | 70,055 | 减持 |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $14.6M | 1.79% | 15,637 | 减持 |
| 19 | LOW | LOWES COS INC | $13.6M | 1.67% | 61,901 | 增持 |
| 20 | AMGN | AMGEN INC | $13.2M | 1.62% | 36,460 | 减持 |
| 21 | VRTX | VERTEX PHARMACEUTICALS INC | $12.5M | 1.53% | 25,145 | 减持 |
| 22 | CVX | CHEVRON CORPORATION | $12.2M | 1.49% | 73,440 | 减持 |
| 23 | LMT | LOCKHEED MARTIN CORP | $12.0M | 1.47% | 23,608 | 减持 |
| 24 | PG | PROCTER & GAMBLE CO | $12.0M | 1.47% | 81,903 | 增持 |
| 25 | DUK | DUKE ENERGY CORP NEW | $11.8M | 1.44% | 93,081 | 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