Canandaigua National Trust Co of Florida 13F 持仓 · 2026年Q3
Canandaigua National Trust Co of Florida 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 143 只证券，申报市值合计 1.81 亿美元。前几大持仓：LLY（10.59%）、SPY（6.08%）、IUSV（4.43%）。本季前 25 大持仓中：新建仓 3 只、增持 16 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LLY | Lilly Eli & Co | $19.2M | 10.59% | 16,555 | 减持 |
| 2 | SPY | State Street SPDR S&P 500 ETF Trust | $11.0M | 6.08% | 14,415 | 增持 |
| 3 | IUSV | iShares Core S&P US Value ETF | $8.0M | 4.43% | 72,646 | 减持 |
| 4 | SPYG | State Street SPDR S&P 500 Growth ETF | $7.6M | 4.23% | 62,106 | 增持 |
| 5 | FNDF | Schwab Fundamental Intl Equity ETF | $7.0M | 3.85% | 129,489 | 减持 |
| 6 | MSFT | Microsoft Corporation | $5.4M | 2.99% | 10,548 | 增持 |
| 7 | AAPL | Apple Inc | $4.7M | 2.58% | 13,991 | 增持 |
| 8 | AMZN | Amazon Com Inc | $3.9M | 2.18% | 15,839 | 增持 |
| 9 | GOOG | Alphabet Inc Class C | $3.9M | 2.16% | 11,458 | 增持 |
| 10 | NVDA | Nvidia Corp. | $3.5M | 1.95% | 15,469 | 增持 |
| 11 | EFA | iShares MSCI EAFE Index Fund | $3.4M | 1.86% | 32,446 | 增持 |
| 12 | IXUS | iShares Core MSCI Total Instl Stk ETF | $3.3M | 1.81% | 34,437 | 增持 |
| 13 | MDYV | State Street SPDR S&P 400 Mid Cap Value ETF | $3.2M | 1.77% | 36,123 | 减持 |
| 14 | SLYV | State Street SPDR S&P 600 Small Cap Value ETF | $2.7M | 1.49% | 26,369 | 减持 |
| 15 | GOOGL | Alphabet Inc Class A | $2.4M | 1.34% | 7,027 | 增持 |
| 16 | KO | Coca Cola Co | $2.3M | 1.27% | 26,694 | 增持 |
| 17 | DEM | WisdomTree Emerging Markets ETF | $2.2M | 1.24% | 40,507 | 增持 |
| 18 | VB | Vanguard Morningstar Small Cap ETF | $2.2M | 1.22% | 7,735 | 增持 |
| 19 | CAT | Caterpillar Inc | $2.1M | 1.18% | 2,632 | 增持 |
| 20 | JPM | JP Morgan Chase & Co | $2.0M | 1.08% | 5,928 | 增持 |
| 21 | MRK | Merck & Co Inc New | $1.7M | 0.93% | 11,515 | 减持 |
| 22 | CVX | Chevron Corporation | $1.5M | 0.83% | 7,345 | 增持 |
| 23 | CGCV | Capital Group Conservative Equity ETF | $1.5M | 0.81% | 45,908 | 新建仓 |
| 24 | CGGR | Capital Group Growth ETF | $1.5M | 0.81% | 30,983 | 新建仓 |
| 25 | PANW | Palo Alto Network | $1.4M | 0.75% | 3,401 | 新建仓 |
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