Camden National Bank 13F 持仓 · 2026年Q2
Camden National Bank 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 183 只证券，申报市值合计 7.67 亿美元。前几大持仓：NVDA（2.90%）、PWR（2.88%）、VEA（2.73%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $22.2M | 2.90% | 111,090 | 减持 |
| 2 | PWR | QUANTA SVCS INC | $22.1M | 2.88% | 30,691 | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $21.0M | 2.73% | 294,267 | 增持 |
| 4 | GOOGL | ALPHABET INC | $20.2M | 2.63% | 56,468 | 减持 |
| 5 | SLQD | ISHARES TR | $19.8M | 2.59% | 394,035 | 增持 |
| 6 | JPM | JPMORGAN CHASE & CO | $18.9M | 2.46% | 57,663 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $18.5M | 2.41% | 49,499 | 增持 |
| 8 | JNJ | JOHNSON & JOHNSON | $17.8M | 2.31% | 69,914 | 减持 |
| 9 | COST | COSTCO WHOLESALE CORPORATION | $16.0M | 2.08% | 17,072 | 减持 |
| 10 | LIN | LINDE PLC | $15.9M | 2.07% | 30,583 | 减持 |
| 11 | SHY | ISHARES TR | $15.1M | 1.96% | 183,465 | 增持 |
| 12 | CB | CHUBB LIMITED | $14.8M | 1.93% | 43,390 | 减持 |
| 13 | TJX | TJX COS INC NEW | $14.7M | 1.92% | 97,332 | 减持 |
| 14 | DE | DEERE & CO | $14.6M | 1.91% | 23,063 | 减持 |
| 15 | IJR | ISHARES TR | $14.6M | 1.90% | 98,561 | 增持 |
| 16 | MRK | MERCK & CO INC | $14.5M | 1.89% | 113,039 | 增持 |
| 17 | V | VISA INC | $14.0M | 1.83% | 40,891 | 减持 |
| 18 | NEE | NEXTERA ENERGY INC | $14.0M | 1.82% | 159,465 | 减持 |
| 19 | LHX | L3HARRIS TECHNOLOGIES INC | $13.1M | 1.71% | 45,220 | 减持 |
| 20 | RSG | REPUBLIC SVCS INC | $13.1M | 1.70% | 61,307 | 减持 |
| 21 | PG | PROCTER & GAMBLE CO | $11.8M | 1.54% | 80,379 | 增持 |
| 22 | MCD | MCDONALDS CORP | $11.4M | 1.48% | 42,022 | 减持 |
| 23 | TMUS | T-MOBILE US INC | $11.3M | 1.47% | 67,337 | 减持 |
| 24 | ADP | AUTOMATIC DATA PROCESSING IN | $11.2M | 1.46% | 49,986 | 增持 |
| 25 | NVS | NOVARTIS AG | $11.1M | 1.44% | 70,745 | 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