First American Bank 13F 持仓 · 2026年Q2
First American Bank 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 205 只证券，申报市值合计 17.89 亿美元。前几大持仓：AAPL（10.37%）、AVGO（6.71%）、GOOGL（5.67%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC. | $185.5M | 10.37% | 641,048 | 增持 |
| 2 | AVGO | BROADCOM INC | $120.1M | 6.71% | 317,853 | 减持 |
| 3 | GOOGL | ALPHABET INC | $101.5M | 5.67% | 283,954 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $76.9M | 4.30% | 384,366 | 增持 |
| 5 | MSFT | MICROSOFT CORP COM | $73.0M | 4.08% | 195,726 | 减持 |
| 6 | AMZN | AMAZON.COM INC. | $60.1M | 3.36% | 252,219 | 增持 |
| 7 | LLY | ELI LILLY & CO | $59.2M | 3.31% | 49,397 | 减持 |
| 8 | JPM | JP MORGAN CHASE & CO | $44.6M | 2.49% | 136,259 | 增持 |
| 9 | V | VISA INC. | $41.5M | 2.32% | 121,064 | 减持 |
| 10 | PEP | PEPSICO INC COM | $40.2M | 2.25% | 297,092 | 减持 |
| 11 | GS | GOLDMAN SACHS GROUP INC | $39.5M | 2.21% | 39,055 | 增持 |
| 12 | ABBV | ABBVIE INC | $30.1M | 1.68% | 119,744 | 减持 |
| 13 | AMAT | APPLIED MATERIALS INC COM | $28.6M | 1.60% | 39,615 | 增持 |
| 14 | META | META PLATFORMS INC | $25.8M | 1.44% | 45,789 | 增持 |
| 15 | ADI | ANALOG DEVICES, INC. | $22.9M | 1.28% | 57,686 | 减持 |
| 16 | VOO | VANGUARD | $22.6M | 1.26% | 32,914 | 增持 |
| 17 | ETN | EATON CORP PLC | $22.2M | 1.24% | 52,131 | 减持 |
| 18 | TJX | TJX COMPANIES INC | $22.0M | 1.23% | 145,107 | 增持 |
| 19 | WMT | WALMART INC | $21.8M | 1.22% | 192,306 | 减持 |
| 20 | PANW | PALO ALTO NETWORKS INC | $21.7M | 1.21% | 63,561 | 减持 |
| 21 | VRT | VERTIV HOLDINGS CO | $20.9M | 1.17% | 62,463 | 减持 |
| 22 | PG | PROCTER & GAMBLE | $20.2M | 1.13% | 138,091 | 减持 |
| 23 | XOM | EXXON MOBIL CORP COM | $20.1M | 1.13% | 147,302 | 增持 |
| 24 | HD | HOME DEPOT INC | $19.9M | 1.11% | 56,326 | 减持 |
| 25 | MAR | MARRIOTT INTL INC CL A | $19.9M | 1.11% | 53,622 | 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