Fairfield, Bush & Co. 13F 持仓 · 2026年Q2
Fairfield, Bush & 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 126 只证券，申报市值合计 2.03 亿美元。前几大持仓：TSM（5.33%）、GOOG（5.14%）、ADM（4.96%）。本季前 25 大持仓中：增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $10.8M | 5.33% | 22,705 | 增持 |
| 2 | GOOG | ALPHABET INC CAP STK CL C | $10.5M | 5.14% | 29,593 | 减持 |
| 3 | ADM | ARCHER DANIELS MIDLAND CO COM | $10.1M | 4.96% | 132,108 | 减持 |
| 4 | AMZN | AMAZON COM INC COM | $9.3M | 4.55% | 38,832 | 减持 |
| 5 | MSFT | MICROSOFT CORP COM | $8.8M | 4.34% | 23,686 | 减持 |
| 6 | AVGO | BROADCOM INC COM | $8.5M | 4.20% | 22,607 | 减持 |
| 7 | AAPL | APPLE INC COM | $5.7M | 2.78% | 19,556 | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO COM | $5.5M | 2.72% | 16,930 | 减持 |
| 9 | ORCL | ORACLE CORP COM | $5.5M | 2.70% | 37,446 | 减持 |
| 10 | ASML | ASML HLDG NV N Y REGISTRY SHS | $4.6M | 2.25% | 2,297 | 减持 |
| 11 | CRWD | CROWDSTRIKE HLDGS INC CL A | $4.5M | 2.21% | 5,900 | 减持 |
| 12 | ANET | ARISTA NETWORKS INC COM SHS | $4.0M | 1.97% | 23,572 | 增持 |
| 13 | QCOM | QUALCOMM INC COM | $4.0M | 1.94% | 21,398 | 减持 |
| 14 | AMD | ADVANCED MICRO DEVICES INC COM | $3.5M | 1.71% | 5,977 | 减持 |
| 15 | LLY | ELI LILLY & CO COM | $3.4M | 1.69% | 2,869 | 增持 |
| 16 | RY | ROYAL BK CDA COM | $3.4M | 1.69% | 16,620 | 减持 |
| 17 | CCJ | CAMECO CORP COM | $3.4M | 1.68% | 33,506 | 减持 |
| 18 | LOW | LOWES COS INC COM | $3.3M | 1.63% | 15,013 | 减持 |
| 19 | WMT | WALMART INC COM | $3.3M | 1.62% | 29,083 | 减持 |
| 20 | NVS | NOVARTIS AG SPONSORED ADR | $3.0M | 1.48% | 19,239 | 减持 |
| 21 | GE | GE AEROSPACE COM NEW | $3.0M | 1.45% | 7,918 | 增持 |
| 22 | GEV | GE VERNOVA INC COM | $2.9M | 1.42% | 2,457 | 增持 |
| 23 | MRK | MERCK & CO INC COM | $2.7M | 1.32% | 20,842 | 减持 |
| 24 | NVDA | NVIDIA CORPORATION COM | $2.7M | 1.32% | 13,463 | 减持 |
| 25 | SHOP | SHOPIFY INC CL A SUB VTG SHS | $2.6M | 1.26% | 22,483 | 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