Franklin Street Advisors Inc 13F 持仓 · 2026年Q2
Franklin Street Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 172 只证券，申报市值合计 17.90 亿美元。前几大持仓：NVDA（7.30%）、AAPL（6.52%）、MSFT（5.39%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $130.7M | 7.30% | 653,354 | 减持 |
| 2 | AAPL | APPLE INC COM | $116.7M | 6.52% | 403,458 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $96.5M | 5.39% | 258,696 | 增持 |
| 4 | GOOG | ALPHABET INC CAP STK CL C | $91.6M | 5.12% | 259,323 | 减持 |
| 5 | AVGO | BROADCOM INC | $83.2M | 4.65% | 220,186 | 减持 |
| 6 | AMZN | AMAZON.COM INC | $80.4M | 4.49% | 337,412 | 减持 |
| 7 | JPM | JPMORGAN CHASE & CO | $50.5M | 2.82% | 154,156 | 增持 |
| 8 | GS | GOLDMAN SACHS GROUP INC | $49.6M | 2.77% | 49,031 | 减持 |
| 9 | ABBV | ABBVIE INC COM | $45.7M | 2.55% | 181,638 | 增持 |
| 10 | MU | MICRONTECHNOLOGY | $42.9M | 2.40% | 37,141 | 增持 |
| 11 | TMO | THERMO FISHER CORP COM | $41.9M | 2.34% | 83,653 | 减持 |
| 12 | RTX | RTX CORPORATION | $37.6M | 2.10% | 198,332 | 增持 |
| 13 | META | META PLATFORMS INC. CL A | $35.4M | 1.98% | 62,824 | 减持 |
| 14 | BLK | BLACKROCK INC COM | $33.8M | 1.89% | 35,153 | 增持 |
| 15 | AMAT | APPLIED MATERIALS INC | $33.1M | 1.85% | 45,760 | 增持 |
| 16 | GEV | GE VERNOVA INC COM | $31.7M | 1.77% | 26,977 | 增持 |
| 17 | TJX | TJX COMPANIES | $29.8M | 1.66% | 196,388 | 减持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL CL | $27.8M | 1.55% | 55,603 | 增持 |
| 19 | AXP | AMERICAN EXPRESS CO COM | $26.0M | 1.45% | 76,817 | 增持 |
| 20 | LIN | LINDE PLC NEW | $25.9M | 1.45% | 49,964 | 减持 |
| 21 | LVMUY | LVMH MOET HENNESSY LOUIS UNSPO | $24.8M | 1.39% | 224,245 | 新建仓 |
| 22 | TER | TERADYNE INC | $24.9M | 1.39% | 51,410 | 增持 |
| 23 | CME | CME GROUP INC COM | $24.8M | 1.38% | 112,120 | 减持 |
| 24 | DIS | DISNEY WALT CO | $24.3M | 1.36% | 252,218 | 增持 |
| 25 | AFL | AFLAC INC COM | $24.0M | 1.34% | 204,341 | 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