Evelyn Partners Group Ltd 13F 持仓 · 2026年Q2
Evelyn Partners Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 551 只证券，申报市值合计 57.57 亿美元。前几大持仓：AZN（7.21%）、GOOGL（7.05%）、AMZN（6.51%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AZN | ASTRAZENECA PLC | $415.2M | 7.21% | 2.2M | 新建仓 |
| 2 | GOOGL | ALPHABET INC | $405.7M | 7.05% | 1.1M | 新建仓 |
| 3 | AMZN | AMAZON COM INC | $375.0M | 6.51% | 1.6M | 新建仓 |
| 4 | MSFT | MICROSOFT CORP | $348.5M | 6.05% | 934,190 | 新建仓 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $268.2M | 4.66% | 561,594 | 新建仓 |
| 6 | NVDA | NVIDIA CORPORATION | $253.9M | 4.41% | 1.3M | 新建仓 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $194.9M | 3.38% | 389,406 | 新建仓 |
| 8 | AAPL | APPLE INC | $178.3M | 3.10% | 616,120 | 新建仓 |
| 9 | V | VISA INC | $174.7M | 3.03% | 509,067 | 新建仓 |
| 10 | CRH | CRH PLC | $144.9M | 2.52% | 1.4M | 新建仓 |
| 11 | CB | CHUBB LIMITED | $124.7M | 2.17% | 366,014 | 新建仓 |
| 12 | SYK | STRYKER CORPORATION | $124.7M | 2.17% | 396,034 | 新建仓 |
| 13 | JPM | JPMORGAN CHASE & CO | $117.1M | 2.03% | 357,839 | 新建仓 |
| 14 | META | META PLATFORMS INC | $102.1M | 1.77% | 181,201 | 新建仓 |
| 15 | KO | COCA COLA CO | $90.8M | 1.58% | 1.1M | 新建仓 |
| 16 | AVGO | BROADCOM INC | $80.8M | 1.40% | 213,925 | 新建仓 |
| 17 | JNJ | JOHNSON & JOHNSON | $75.6M | 1.31% | 297,561 | 新建仓 |
| 18 | GS | GOLDMAN SACHS GROUP INC | $70.4M | 1.22% | 69,625 | 新建仓 |
| 19 | MA | MASTERCARD INCORPORATED | $68.7M | 1.19% | 133,786 | 新建仓 |
| 20 | APH | AMPHENOL CORP | $64.5M | 1.12% | 365,938 | 新建仓 |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $58.8M | 1.02% | 117,349 | 新建仓 |
| 22 | IEX | IDEX CORP | $56.9M | 0.99% | 250,896 | 新建仓 |
| 23 | GLD | SPDR GOLD TR | $53.2M | 0.92% | 144,360 | 新建仓 |
| 24 | GOOG | ALPHABET INC | $52.5M | 0.91% | 148,484 | 新建仓 |
| 25 | NEE | NEXTERA ENERGY INC | $51.8M | 0.90% | 590,293 | 新建仓 |
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