Florida Trust Wealth Management Co 13F 持仓 · 2026年Q2
Florida Trust Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 461 只证券,申报市值合计 40.18 亿美元。前几大持仓:GOOG(4.86%)、AAPL(4.79%)、MSFT(3.37%)。本季前 25 大持仓中:增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $195.3M | 4.86% | 552,832 | 减持 |
| 2 | AAPL | APPLE COMPUTER INC | $192.4M | 4.79% | 665,009 | 增持 |
| 3 | MSFT | MICROSOFT CORPORATION | $135.6M | 3.37% | 363,430 | 减持 |
| 4 | VYM | VANGUARD HIGH DIVDEND YIELD | $126.3M | 3.14% | 798,906 | 增持 |
| 5 | JNJ | JOHNSON & JOHNSON | $95.7M | 2.38% | 376,999 | 增持 |
| 6 | AMD | ADVANCED MICRO DEV | $93.8M | 2.33% | 161,431 | 减持 |
| 7 | HD | HOME DEPOT, INC. | $86.1M | 2.14% | 244,076 | 减持 |
| 8 | JPM | J.P. MORGAN CHASE & | $85.6M | 2.13% | 261,453 | 增持 |
| 9 | V | VISA INC | $85.4M | 2.13% | 248,992 | 减持 |
| 10 | AMZN | AMAZON.COM, INC | $84.8M | 2.11% | 355,627 | 增持 |
| 11 | VUG | VANGUARD GROWTH | $83.1M | 2.07% | 964,154 | 增持 |
| 12 | ABBV | ABBVIE INC | $71.3M | 1.77% | 283,274 | 增持 |
| 13 | GLW | CORNING INC | $68.6M | 1.71% | 268,419 | 减持 |
| 14 | GOOGL | ALPHABET INC CL A | $65.5M | 1.63% | 183,364 | 减持 |
| 15 | MRK | MERCK & CO INC NEWCOM | $63.8M | 1.59% | 496,731 | 减持 |
| 16 | VCIT | VANGUARD INTERMEDIATE TERM CORP | $60.8M | 1.51% | 735,069 | 增持 |
| 17 | MU | MICRON TECHNOLOGY | $60.2M | 1.50% | 52,196 | 减持 |
| 18 | NVDA | NVIDIA CORP | $59.5M | 1.48% | 297,128 | 增持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DELCL B | $54.7M | 1.36% | 109,320 | 减持 |
| 20 | COST | COSTCO WHSL CORP NEW | $50.7M | 1.26% | 54,189 | 增持 |
| 21 | BN | BROOKFIELD ORD SHS CLASS A | $49.5M | 1.23% | 1.2M | 减持 |
| 22 | LLY | LILLY ELI & CO. | $47.8M | 1.19% | 39,836 | 增持 |
| 23 | ASML | ASML HOLDING NV | $45.1M | 1.12% | 22,658 | 减持 |
| 24 | AVGO | BROADCOM INC | $44.5M | 1.11% | 117,762 | 增持 |
| 25 | CMI | CUMMINS INC | $42.8M | 1.07% | 60,035 | 减持 |
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