Fox Hill Wealth Management 13F 持仓 · 2026年Q2
Fox Hill Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 120 只证券，申报市值合计 2.49 亿美元。前几大持仓：MSFT（6.59%）、NVDA（5.81%）、AAPL（5.14%）。本季前 25 大持仓中：新建仓 1 只、增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $16.4M | 6.59% | 44,074 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $14.5M | 5.81% | 72,418 | 增持 |
| 3 | AAPL | APPLE INC | $12.8M | 5.14% | 44,332 | 增持 |
| 4 | LLY | ELI LILLY & CO | $11.5M | 4.62% | 9,609 | 增持 |
| 5 | CAT | CATERPILLAR INC | $10.5M | 4.20% | 9,832 | 增持 |
| 6 | PANW | PALO ALTO NETWORKS INC | $9.7M | 3.91% | 28,571 | 减持 |
| 7 | MU | MICRON TECHNOLOGY INC | $9.1M | 3.64% | 7,875 | 增持 |
| 8 | AMZN | AMAZON COM INC | $6.9M | 2.76% | 28,847 | 增持 |
| 9 | ANET | ARISTA NETWORKS INC | $5.7M | 2.28% | 33,408 | 减持 |
| 10 | BLLN | BILLIONTOONE INC | $5.2M | 2.10% | 43,724 | 新建仓 |
| 11 | GS | GOLDMAN SACHS GROUP INC | $5.2M | 2.10% | 5,172 | 增持 |
| 12 | GOOG | ALPHABET INC | $4.7M | 1.88% | 13,249 | 减持 |
| 13 | INTC | INTEL CORP | $4.6M | 1.86% | 33,198 | 增持 |
| 14 | GLW | CORNING INC | $4.5M | 1.82% | 17,788 | 增持 |
| 15 | TJX | TJX COS INC NEW | $4.2M | 1.68% | 27,603 | 增持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.1M | 1.64% | 8,160 | 减持 |
| 17 | HWM | HOWMET AEROSPACE INC | $4.1M | 1.63% | 15,165 | 减持 |
| 18 | DUK | DUKE ENERGY CORP NEW | $3.8M | 1.53% | 30,074 | 增持 |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $3.7M | 1.49% | 31,824 | 减持 |
| 20 | GLD | SPDR GOLD TR | $3.5M | 1.39% | 9,415 | 减持 |
| 21 | RTX | RTX CORPORATION | $3.3M | 1.31% | 17,249 | 增持 |
| 22 | NSC | NORFOLK SOUTHN CORP | $3.1M | 1.24% | 9,838 | 增持 |
| 23 | CNM | CORE & MAIN INC | $3.0M | 1.20% | 61,936 | 增持 |
| 24 | XLU | SELECT SECTOR SPDR TR | $2.9M | 1.15% | 63,526 | 增持 |
| 25 | ETR | ENTERGY CORP NEW | $2.8M | 1.11% | 24,053 | 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