Commerzbank Aktiengesellschaft 13F 持仓 · 2026年Q2
Commerzbank Aktiengesellschaft 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 347 只证券，申报市值合计 50.05 亿美元。前几大持仓：GOOGL（6.30%）、MSFT（6.25%）、AAPL（5.66%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $315.2M | 6.30% | 882,118 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $312.8M | 6.25% | 838,500 | 增持 |
| 3 | AAPL | APPLE INC | $283.3M | 5.66% | 979,135 | 减持 |
| 4 | CSCO | CISCO SYS INC | $249.8M | 4.99% | 2.1M | 减持 |
| 5 | IBM | INTERNATIONAL BUSINESS MACHS | $197.5M | 3.95% | 702,147 | 增持 |
| 6 | AVGO | BROADCOM INC | $181.4M | 3.63% | 480,306 | 增持 |
| 7 | V | VISA INC | $174.7M | 3.49% | 509,225 | 增持 |
| 8 | JNJ | JOHNSON & JOHNSON | $160.1M | 3.20% | 630,281 | 增持 |
| 9 | JPM | JPMORGAN CHASE & CO | $160.1M | 3.20% | 489,209 | 增持 |
| 10 | CVX | CHEVRON CORPORATION | $156.5M | 3.13% | 944,091 | 减持 |
| 11 | KO | COCA COLA CO | $147.9M | 2.95% | 1.8M | 减持 |
| 12 | NVDA | NVIDIA CORPORATION | $132.1M | 2.64% | 660,044 | 减持 |
| 13 | PG | PROCTER & GAMBLE CO | $116.6M | 2.33% | 795,119 | 增持 |
| 14 | META | META PLATFORMS INC | $105.4M | 2.11% | 187,180 | 增持 |
| 15 | CMCSA | COMCAST CORP NEW | $97.5M | 1.95% | 4.0M | 增持 |
| 16 | MCD | MCDONALDS CORP | $95.7M | 1.91% | 353,887 | 增持 |
| 17 | CRM | SALESFORCE INC | $92.1M | 1.84% | 588,164 | 增持 |
| 18 | XOM | EXXON MOBIL CORP | $91.6M | 1.83% | 669,835 | 减持 |
| 19 | AMZN | AMAZON COM INC | $89.7M | 1.79% | 376,150 | 减持 |
| 20 | HPQ | HP INC | $80.6M | 1.61% | 3.7M | 增持 |
| 21 | CAT | CATERPILLAR INC | $79.9M | 1.60% | 75,042 | 减持 |
| 22 | AMGN | AMGEN INC | $75.9M | 1.52% | 209,478 | 增持 |
| 23 | PANW | PALO ALTO NETWORKS INC | $74.2M | 1.48% | 217,701 | 减持 |
| 24 | HD | HOME DEPOT INC | $69.4M | 1.39% | 196,803 | 增持 |
| 25 | VZ | VERIZON COMMUNICATIONS INC | $67.5M | 1.35% | 1.6M | 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