Dempze Nancy E 13F 持仓 · 2026年Q2
Dempze Nancy E 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 91 只证券，申报市值合计 2.09 亿美元。前几大持仓：GOOGL（5.42%）、NVDA（5.32%）、AMD（5.07%）。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 CL A | $11.3M | 5.42% | 31,695 | 减持 |
| 2 | NVDA | NVIDIA CORP | $11.1M | 5.32% | 55,597 | 减持 |
| 3 | AMD | ADVANCED MICRO DEVICES | $10.6M | 5.07% | 18,251 | 减持 |
| 4 | AAPL | APPLE | $9.5M | 4.52% | 32,682 | 增持 |
| 5 | AMAT | APPLIED MATERIAL | $9.4M | 4.52% | 13,062 | 增持 |
| 6 | ADI | ANALOG DEVICES | $8.8M | 4.19% | 22,072 | 减持 |
| 7 | MSFT | MICROSOFT | $7.5M | 3.57% | 19,983 | 增持 |
| 8 | LLY | ELI LILLY & CO | $7.2M | 3.44% | 5,990 | 增持 |
| 9 | AMZN | AMAZON.COM | $6.9M | 3.31% | 29,052 | 增持 |
| 10 | RTX | RTX CORPORATION | $6.0M | 2.89% | 31,857 | 减持 |
| 11 | SBGSY | SCHNEIDER ELEC SA ADR | $5.9M | 2.83% | 90,891 | 增持 |
| 12 | TJX | TJX COS | $5.7M | 2.75% | 37,918 | 增持 |
| 13 | MA | MASTERCARD | $5.6M | 2.68% | 10,923 | 增持 |
| 14 | ROK | ROCKWELL AUTOMATION | $5.6M | 2.67% | 11,261 | 减持 |
| 15 | JNJ | JOHNSON AND JOHNSON | $5.5M | 2.65% | 21,838 | 减持 |
| 16 | HD | HOME DEPOT | $4.9M | 2.36% | 14,006 | 增持 |
| 17 | PG | PROCTER & GAMBLE | $4.1M | 1.97% | 28,058 | 增持 |
| 18 | VRTX | VERTEX PHARMACEUTICALS | $4.1M | 1.97% | 8,282 | 增持 |
| 19 | AXP | AMERICAN EXPRESS | $4.1M | 1.95% | 12,032 | 增持 |
| 20 | ADP | AUTOMATIC DATA PROCESSING | $3.9M | 1.88% | 17,556 | 增持 |
| 21 | ABT | ABBOTT LABS | $3.8M | 1.84% | 42,366 | 减持 |
| 22 | DHR | DANAHER CORP | $3.7M | 1.76% | 19,293 | 减持 |
| 23 | XYL | XYLEM INC | $3.5M | 1.67% | 29,563 | 增持 |
| 24 | ATR | APTARGROUP | $2.9M | 1.38% | 23,107 | 减持 |
| 25 | SCHW | CHARLES SCHWAB | $2.7M | 1.30% | 29,447 | 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