First Eagle Investment Management, LLC 13F 持仓 · 2026年Q2
First Eagle Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 425 只证券，申报市值合计 607.51 亿美元。前几大持仓：GOOG（4.26%）、BDX（3.44%）、META（2.98%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $2.59B | 4.26% | 7.3M | 减持 |
| 2 | BDX | BECTON DICKINSON & CO | $2.09B | 3.44% | 13.8M | 增持 |
| 3 | META | META PLATFORMS INC | $1.81B | 2.98% | 3.2M | 增持 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.79B | 2.94% | 3.7M | 减持 |
| 5 | FMX | FOMENTO ECONOMICO MEXICANO S | $1.66B | 2.74% | 13.0M | 增持 |
| 6 | ELV | ELEVANCE HEALTH INC FORMERLY | $1.62B | 2.67% | 4.2M | 增持 |
| 7 | WPM | WHEATON PRECIOUS METALS CORP | $1.60B | 2.63% | 14.2M | 增持 |
| 8 | IMO | IMPERIAL OIL LTD | $1.52B | 2.51% | 13.6M | 减持 |
| 9 | BNY | BANK OF NY MELLON CORP | $1.34B | 2.21% | 9.3M | 减持 |
| 10 | SLB | SLB LIMITED | $1.34B | 2.21% | 28.9M | 增持 |
| 11 | HCA | HCA HEALTHCARE INC | $1.28B | 2.12% | 3.3M | 增持 |
| 12 | ORCL | ORACLE CORP | $1.25B | 2.05% | 8.5M | 增持 |
| 13 | WY | WEYERHAEUSER CO | $1.23B | 2.02% | 51.2M | 增持 |
| 14 | WTW | WILLIS TOWERS WATSON PLC LTD | $1.17B | 1.93% | 4.5M | 增持 |
| 15 | ADP | AUTOMATIC DATA PROCESSING IN | $1.16B | 1.91% | 5.2M | 增持 |
| 16 | CRM | SALESFORCE INC | $1.14B | 1.88% | 7.3M | 增持 |
| 17 | ABEV | AMBEV SA | $1.10B | 1.81% | 349.3M | 增持 |
| 18 | FNV | FRANCO NEV CORP | $1.10B | 1.81% | 5.3M | 减持 |
| 19 | NEM | NEWMONT CORP | $1.08B | 1.78% | 11.6M | 减持 |
| 20 | WDAY | WORKDAY INC | $1.08B | 1.78% | 8.8M | 增持 |
| 21 | MDT | MEDTRONIC PLC | $1.08B | 1.77% | 13.8M | 增持 |
| 22 | PM | PHILIP MORRIS INTL INC | $1.07B | 1.76% | 5.9M | 增持 |
| 23 | OKE | ONEOK INC NEW | $1.03B | 1.69% | 11.8M | 增持 |
| 24 | CMCSA | COMCAST CORP NEW | $937.1M | 1.54% | 38.2M | 增持 |
| 25 | GLD | SPDR GOLD TR | $917.9M | 1.51% | 2.5M | 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