Bryn Mawr Trust Advisors, LLC 13F 持仓 · 2026年Q2
Bryn Mawr Trust Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 456 只证券，申报市值合计 22.95 亿美元。前几大持仓：IVV（5.48%）、AAPL（4.68%）、BND（4.38%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $125.7M | 5.48% | 167,801 | 减持 |
| 2 | AAPL | APPLE INC | $107.5M | 4.68% | 371,340 | 增持 |
| 3 | BND | VANGUARD BD INDEX FDS | $100.5M | 4.38% | 1.4M | 增持 |
| 4 | IWY | ISHARES TR | $74.3M | 3.24% | 255,752 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $66.5M | 2.90% | 178,186 | 增持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $62.4M | 2.72% | 875,203 | 减持 |
| 7 | GOOGL | ALPHABET INC | $56.1M | 2.45% | 157,055 | 增持 |
| 8 | JPM | JPMORGAN CHASE & CO | $43.6M | 1.90% | 133,139 | 增持 |
| 9 | CSCO | CISCO SYS INC | $42.2M | 1.84% | 359,682 | 减持 |
| 10 | KLAC | KLA CORP | $36.5M | 1.59% | 120,863 | 增持 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $33.0M | 1.44% | 65,910 | 增持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $33.0M | 1.44% | 44,225 | 增持 |
| 13 | IWF | ISHARES TR | $32.9M | 1.43% | 265,144 | 增持 |
| 14 | AGG | ISHARES TR | $31.5M | 1.37% | 318,393 | 增持 |
| 15 | QUAL | ISHARES TR | $28.7M | 1.25% | 130,969 | 减持 |
| 16 | MRK | MERCK & CO INC | $28.3M | 1.23% | 220,148 | 减持 |
| 17 | AMZN | AMAZON COM INC | $27.2M | 1.19% | 114,167 | 减持 |
| 18 | JNJ | JOHNSON & JOHNSON | $27.3M | 1.19% | 107,673 | 增持 |
| 19 | VOT | VANGUARD INDEX FDS | $26.6M | 1.16% | 86,799 | 减持 |
| 20 | IWX | ISHARES TR | $24.9M | 1.09% | 236,778 | 减持 |
| 21 | IWD | ISHARES TR | $24.1M | 1.05% | 99,228 | 增持 |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | $24.1M | 1.05% | 475,806 | 减持 |
| 23 | EFA | ISHARES TR | $23.8M | 1.04% | 229,188 | 增持 |
| 24 | RTX | RTX CORPORATION | $23.3M | 1.02% | 122,831 | 增持 |
| 25 | GOOG | ALPHABET INC | $21.3M | 0.93% | 60,317 | 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