Cabot Wealth Management Inc 13F 持仓 · 2026年Q2
Cabot Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 142 只证券，申报市值合计 9.82 亿美元。前几大持仓：TSM（4.39%）、AAPL（4.21%）、GOOG（3.83%）。本季前 25 大持仓中：新建仓 3 只、增持 9 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $43.1M | 4.39% | 90,332 | 减持 |
| 2 | AAPL | APPLE INC | $41.3M | 4.21% | 142,794 | 减持 |
| 3 | GOOG | ALPHABET INC | $37.6M | 3.83% | 106,339 | 减持 |
| 4 | FNDF | SCHWAB STRATEGIC TR | $30.6M | 3.11% | 579,556 | 增持 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $27.6M | 2.81% | 55,103 | 增持 |
| 6 | APH | AMPHENOL CORP | $25.1M | 2.56% | 142,428 | 减持 |
| 7 | JMTG | J P MORGAN EXCHANGE TRADED F | $24.4M | 2.48% | 480,901 | 新建仓 |
| 8 | JPM | JPMORGAN CHASE & CO | $23.9M | 2.44% | 73,122 | 减持 |
| 9 | ROK | ROCKWELL AUTOMATION INC | $23.1M | 2.35% | 46,611 | 减持 |
| 10 | BBIB | J P MORGAN EXCHANGE TRADED F | $22.9M | 2.33% | 234,462 | 新建仓 |
| 11 | FNDX | SCHWAB STRATEGIC TR | $22.7M | 2.31% | 729,227 | 减持 |
| 12 | QUAL | ISHARES TR | $19.8M | 2.02% | 90,297 | 增持 |
| 13 | FDX | FEDEX CORP | $17.9M | 1.82% | 57,090 | 减持 |
| 14 | LLY | ELI LILLY & CO | $17.3M | 1.76% | 14,418 | 增持 |
| 15 | IMTM | ISHARES TR | $17.2M | 1.75% | 322,958 | 增持 |
| 16 | TJX | TJX COS INC NEW | $17.2M | 1.75% | 113,301 | 减持 |
| 17 | SONY | SONY GROUP CORP | $17.1M | 1.74% | 854,132 | 增持 |
| 18 | MELI | MERCADOLIBRE INC | $16.7M | 1.70% | 9,812 | 减持 |
| 19 | V | VISA INC | $16.5M | 1.68% | 48,107 | 减持 |
| 20 | MOAT | VANECK ETF TRUST | $16.4M | 1.67% | 157,363 | 增持 |
| 21 | NVDA | NVIDIA CORPORATION | $15.8M | 1.61% | 79,167 | 增持 |
| 22 | SPTM | SPDR SERIES TRUST | $15.6M | 1.58% | 171,433 | 增持 |
| 23 | JHMB | JOHN HANCOCK EXCHANGE TRADED | $15.1M | 1.54% | 688,349 | 减持 |
| 24 | OZK | BANK OZK LITTLE ROCK ARK | $15.1M | 1.53% | 289,305 | 减持 |
| 25 | JMOM | J P MORGAN EXCHANGE TRADED F | $14.7M | 1.50% | 172,574 | 新建仓 |
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