Blair William & Co 13F 持仓 · 2026年Q2
Blair William & 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,981 只证券，申报市值合计 383.88 亿美元。前几大持仓：AAPL（4.32%）、AMZN（3.65%）、MSFT（3.35%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $1.66B | 4.32% | 5.7M | 减持 |
| 2 | AMZN | AMAZON COM INC | $1.40B | 3.65% | 5.9M | 减持 |
| 3 | MSFT | MICROSOFT CORP | $1.28B | 3.35% | 3.4M | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $1.08B | 2.80% | 5.4M | 减持 |
| 5 | GOOG | ALPHABET INC | $1.04B | 2.72% | 3.0M | 减持 |
| 6 | GOOGL | ALPHABET INC | $858.6M | 2.24% | 2.4M | 减持 |
| 7 | GEV | GE VERNOVA INC | $775.0M | 2.02% | 659,673 | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO | $743.2M | 1.94% | 2.3M | 减持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $633.3M | 1.65% | 848,034 | 增持 |
| 10 | V | VISA INC | $631.8M | 1.65% | 1.8M | 减持 |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $490.8M | 1.28% | 524,692 | 增持 |
| 12 | IDXX | IDEXX LABS INC | $483.6M | 1.26% | 918,556 | 减持 |
| 13 | APH | AMPHENOL CORP | $441.6M | 1.15% | 2.5M | 减持 |
| 14 | MA | MASTERCARD INCORPORATED | $432.6M | 1.13% | 842,350 | 减持 |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $421.8M | 1.10% | 2.0M | 增持 |
| 16 | PANW | PALO ALTO NETWORKS INC | $418.3M | 1.09% | 1.2M | 减持 |
| 17 | LLY | ELI LILLY & CO | $416.3M | 1.08% | 347,098 | 增持 |
| 18 | META | META PLATFORMS INC | $377.9M | 0.98% | 670,881 | 减持 |
| 19 | VEU | VANGUARD INTL EQUITY INDEX F | $375.1M | 0.98% | 4.5M | 增持 |
| 20 | IVV | ISHARES TR | $363.0M | 0.95% | 484,704 | 减持 |
| 21 | MU | MICRON TECHNOLOGY INC | $364.6M | 0.95% | 315,878 | 减持 |
| 22 | FAST | FASTENAL CO | $355.8M | 0.93% | 7.4M | 增持 |
| 23 | AVGO | BROADCOM INC | $351.2M | 0.91% | 929,716 | 增持 |
| 24 | ABBV | ABBVIE INC | $324.1M | 0.84% | 1.3M | 减持 |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $305.7M | 0.80% | 4.3M | 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