Bridges Investment Management Inc 13F 持仓 · 2026年Q2
Bridges Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 396 只证券，申报市值合计 82.23 亿美元。前几大持仓：GOOGL（5.49%）、IJH（5.47%）、AAPL（4.15%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CL A | $451.8M | 5.49% | 1.3M | 减持 |
| 2 | IJH | ISHARES CORE S&P MID CAP ETF | $449.6M | 5.47% | 5.8M | 增持 |
| 3 | AAPL | APPLE INC | $341.5M | 4.15% | 1.2M | 减持 |
| 4 | MSFT | MICROSOFT CORP COM | $337.5M | 4.11% | 904,889 | 减持 |
| 5 | AMZN | AMAZON.COM INC | $331.3M | 4.03% | 1.4M | 减持 |
| 6 | VEA | VANGUARD FTSE DEVELOPED MARKET | $317.3M | 3.86% | 4.5M | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $282.0M | 3.43% | 1.4M | 减持 |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC CLASS A | $238.1M | 2.90% | 318 | 减持 |
| 9 | PANW | PALO ALTO NETWORKS INC COM | $231.4M | 2.81% | 678,562 | 增持 |
| 10 | VWO | VANGUARD FTSE EMERGING MARKETS | $207.7M | 2.53% | 3.5M | 增持 |
| 11 | IJR | ISHARES CORE S&P SMALL CAP ETF | $197.8M | 2.41% | 1.3M | 减持 |
| 12 | MA | MASTERCARD | $193.6M | 2.35% | 376,973 | 减持 |
| 13 | IVV | ISHARES CORE S&P 500 ETF | $185.0M | 2.25% | 246,971 | 增持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC CLASS B | $181.4M | 2.21% | 362,572 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO COM | $160.1M | 1.95% | 489,080 | 减持 |
| 16 | AVGO | BROADCOM INC | $154.7M | 1.88% | 409,492 | 增持 |
| 17 | KLAC | KLA CORP COM | $150.4M | 1.83% | 498,542 | 增持 |
| 18 | ODFL | OLD DOMINION FREIGHT LINE, INC | $138.9M | 1.69% | 641,260 | 减持 |
| 19 | V | VISA INC. CLASS A | $139.1M | 1.69% | 405,537 | 减持 |
| 20 | UNP | UNION PACIFIC CORP COM | $130.6M | 1.59% | 480,021 | 减持 |
| 21 | CASY | CASEYS GEN STORES COM | $123.8M | 1.51% | 155,740 | 减持 |
| 22 | META | META PLATFORMS INC | $105.1M | 1.28% | 186,651 | 增持 |
| 23 | SPGI | S & P GLOBAL INC | $100.8M | 1.23% | 247,443 | 增持 |
| 24 | GOOG | ALPHABET INC CL C | $99.8M | 1.21% | 282,417 | 减持 |
| 25 | URI | UNITED RENTALS INC COM | $98.5M | 1.20% | 86,985 | 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