Brewin Dolphin Ltd 13F 持仓 · 最近申报 2022年Q2
Brewin Dolphin 在 2022年Q2（报告期截至 2022-06-30）的 SEC 13F 申报中报告了 647 只证券，申报市值合计 20.79 亿美元。前几大持仓：MSFT（9.67%）、BRKB（8.64%）、AMZN（8.14%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $201.0M | 9.67% | 782,535 | 增持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $179.6M | 8.64% | 657,819 | 增持 |
| 3 | AMZN | AMAZON COM INC | $169.2M | 8.14% | 1.3M | 增持 |
| 4 | ICE | INTERCONTINENTAL EXCHANGE IN | $123.4M | 5.93% | 1.3M | 增持 |
| 5 | V | VISA INC | $114.4M | 5.50% | 580,956 | 增持 |
| 6 | FAST | FASTENAL CO | $113.1M | 5.44% | 2.3M | 增持 |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | $98.9M | 4.76% | 182,038 | 增持 |
| 8 | APH | AMPHENOL CORP NEW | $91.3M | 4.39% | 1.4M | 增持 |
| 9 | AAPL | APPLE INC | $75.3M | 3.62% | 550,957 | 增持 |
| 10 | FERG | FERGUSON PLC NEW | $73.2M | 3.52% | 660,866 | 增持 |
| 11 | TXN | TEXAS INSTRS INC | $58.3M | 2.80% | 379,394 | 增持 |
| 12 | EL | LAUDER ESTEE COS INC | $50.6M | 2.43% | 198,756 | 增持 |
| 13 | DIS | DISNEY WALT CO | $50.4M | 2.42% | 533,851 | 增持 |
| 14 | SCHW | SCHWAB CHARLES CORP | $39.5M | 1.90% | 625,186 | 增持 |
| 15 | KO | COCA COLA CO | $35.1M | 1.69% | 558,652 | 减持 |
| 16 | NKE | NIKE INC | $32.4M | 1.56% | 316,587 | 增持 |
| 17 | MCD | MCDONALDS CORP | $31.1M | 1.50% | 126,135 | 减持 |
| 18 | AMAT | APPLIED MATLS INC | $26.4M | 1.27% | 290,334 | 减持 |
| 19 | ADBE | ADOBE SYSTEMS INCORPORATED | $25.1M | 1.21% | 68,702 | 增持 |
| 20 | JNJ | JOHNSON & JOHNSON | $20.9M | 1.00% | 117,627 | 减持 |
| 21 | NVDA | NVIDIA CORPORATION | $18.8M | 0.90% | 124,086 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO | $16.7M | 0.80% | 147,881 | 减持 |
| 23 | BRO | BROWN & BROWN INC | $16.5M | 0.79% | 282,182 | 增持 |
| 24 | PEP | PEPSICO INC | $16.2M | 0.78% | 96,991 | 增持 |
| 25 | INTU | INTUIT | $14.8M | 0.71% | 38,470 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-06-30
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