Byrne Asset Management LLC 13F 持仓 · 2026年Q3
Byrne Asset Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 591 只证券，申报市值合计 1.79 亿美元。前几大持仓：MSFT（5.61%）、GOOGL（5.58%）、AAPL（5.31%）。本季前 25 大持仓中：增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $10.1M | 5.61% | 19,603 | 增持 |
| 2 | GOOGL | ALPHABET INC CLASS A | $10.0M | 5.58% | 29,570 | 增持 |
| 3 | AAPL | APPLE INC | $9.5M | 5.31% | 28,803 | 增持 |
| 4 | NVDA | NVIDIA CORP | $8.1M | 4.52% | 35,052 | 增持 |
| 5 | AMZN | AMAZON.COM INC | $5.8M | 3.21% | 23,193 | 增持 |
| 6 | JNJ | JOHNSON & JOHNSON | $4.7M | 2.62% | 18,143 | 减持 |
| 7 | AMD | ADVANCED MICRO DEVICES I | $4.1M | 2.29% | 6,663 | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.66% | 8,925 | 增持 |
| 9 | GLW | CORNING INC | $2.9M | 1.63% | 18,233 | 增持 |
| 10 | META | META PLATFORMS INC CLASS A | $2.8M | 1.59% | 3,912 | 增持 |
| 11 | CAT | CATERPILLAR INC | $2.8M | 1.58% | 3,415 | 减持 |
| 12 | V | VISA INC CLASS A | $2.7M | 1.52% | 7,544 | 增持 |
| 13 | AMAT | APPLIED MATLS INC | $2.6M | 1.45% | 4,898 | 减持 |
| 14 | MU | MICRON TECHNOLOGY INC | $2.6M | 1.43% | 2,341 | 增持 |
| 15 | RTX CORP | $2.5M | 1.39% | 13,495 | 增持 | |
| 16 | CSCO | CISCO SYS INC | $2.1M | 1.17% | 19,335 | 减持 |
| 17 | TOL | TOLL BROS INC | $2.1M | 1.15% | 15,067 | 增持 |
| 18 | ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.8M | 1.00% | 995 | 增持 |
| 19 | TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $1.7M | 0.94% | 3,675 | 增持 |
| 20 | BRKB | BERKSHIRE HATHAWAY CLASS CLASS B | $1.6M | 0.90% | 3,221 | 增持 |
| 21 | XOM | EXXONMOBIL HLDGS CORP | $1.6M | 0.89% | 9,752 | 增持 |
| 22 | BLK | BLACKROCK INC NEW | $1.6M | 0.87% | 1,461 | 减持 |
| 23 | GE | GE AEROSPACE | $1.5M | 0.84% | 4,844 | 减持 |
| 24 | IBM | IBM CORP | $1.5M | 0.83% | 6,594 | 减持 |
| 25 | WBD1 | WARNER BROS DISCOVERY INCLASS SERIES A | $1.5M | 0.82% | 47,610 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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