Chesley Taft & Associates LLC 13F 持仓 · 2026年Q2
Chesley Taft & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 369 只证券，申报市值合计 25.68 亿美元。前几大持仓：GOOG（5.76%）、NVDA（3.62%）、AAPL（3.20%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $147.9M | 5.76% | 418,449 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $93.0M | 3.62% | 464,689 | 减持 |
| 3 | AAPL | APPLE INC | $82.3M | 3.20% | 284,343 | 减持 |
| 4 | AMZN | AMAZON COM INC | $81.0M | 3.16% | 340,030 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $81.0M | 3.15% | 217,171 | 减持 |
| 6 | AVGO | BROADCOM INC | $80.4M | 3.13% | 212,959 | 减持 |
| 7 | PANW | PALO ALTO NETWORKS INC | $62.1M | 2.42% | 182,105 | 减持 |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $61.8M | 2.41% | 66,032 | 减持 |
| 9 | JPM | JPMORGAN CHASE & CO | $56.0M | 2.18% | 171,069 | 减持 |
| 10 | IJR | ISHARES TR | $55.1M | 2.15% | 371,712 | 增持 |
| 11 | JNJ | JOHNSON & JOHNSON | $53.3M | 2.07% | 209,735 | 减持 |
| 12 | IXUS | ISHARES TR | $51.6M | 2.01% | 540,179 | 增持 |
| 13 | IJH | ISHARES TR | $46.4M | 1.81% | 602,154 | 减持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $45.9M | 1.79% | 61,466 | 减持 |
| 15 | SYK | STRYKER CORPORATION | $43.7M | 1.70% | 138,749 | 减持 |
| 16 | V | VISA INC | $42.0M | 1.64% | 122,542 | 减持 |
| 17 | GOOGL | ALPHABET INC | $36.0M | 1.40% | 100,825 | 减持 |
| 18 | APH | AMPHENOL CORP | $35.6M | 1.39% | 202,062 | 减持 |
| 19 | CB | CHUBB LIMITED | $35.3M | 1.38% | 103,675 | 增持 |
| 20 | GLD | SPDR GOLD TR | $34.5M | 1.34% | 93,673 | 减持 |
| 21 | AXP | AMERICAN EXPRESS CO | $27.7M | 1.08% | 81,938 | 减持 |
| 22 | MA | MASTERCARD INCORPORATED | $25.9M | 1.01% | 50,518 | 增持 |
| 23 | ABT | ABBOTT LABORATORIES | $25.4M | 0.99% | 279,684 | 增持 |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $25.3M | 0.98% | 355,041 | 增持 |
| 25 | IVV | ISHARES TR | $25.0M | 0.97% | 33,396 | 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