Geneva Advisors, LLC 13F 持仓 · 最近申报 2017年Q2
Geneva Advisors 在 2017年Q2（报告期截至 2017-06-30）的 SEC 13F 申报中报告了 735 只证券，申报市值合计 58.06 亿美元。前几大持仓：AMZN（3.97%）、META（3.02%）、MA（2.79%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $230.6M | 3.97% | 238,254 | 减持 |
| 2 | META | FACEBOOK INC CL A | $175.1M | 3.02% | 1.2M | 减持 |
| 3 | MA | MASTERCARD INC CLASS A | $162.2M | 2.79% | 1.3M | 减持 |
| 4 | SBUX | STARBUCKS CORP | $160.4M | 2.76% | 2.8M | 增持 |
| 5 | JPM | JPMORGAN CHASE & CO | $153.3M | 2.64% | 1.7M | 增持 |
| 6 | AAPL | APPLE INC COM | $146.5M | 2.52% | 1.0M | 减持 |
| 7 | MSFT | MICROSOFT CORP COM | $130.6M | 2.25% | 1.9M | 减持 |
| 8 | AMT | AMERICAN TOWER CORP REIT | $117.6M | 2.03% | 889,037 | 减持 |
| 9 | ALGN | ALIGN TECHNOLOGY INC | $111.2M | 1.92% | 740,699 | 减持 |
| 10 | GOOGL | ALPHABET INC. CLASS A | $106.6M | 1.84% | 114,637 | 减持 |
| 11 | IT | GARTNER INC | $101.6M | 1.75% | 822,690 | 减持 |
| 12 | EW | EDWARDS LIFESCIENCES | $91.2M | 1.57% | 771,536 | 增持 |
| 13 | CONE | CYRUSONE LLC REIT | $89.5M | 1.54% | 1.6M | 减持 |
| 14 | ELV | ANTHEM INC | $86.5M | 1.49% | 459,777 | 增持 |
| 15 | SHW | SHERWIN WILLIAMS CO | $86.1M | 1.48% | 245,461 | 增持 |
| 16 | MKTX | MARKETAXESS HOLDINGS | $85.1M | 1.47% | 423,248 | 增持 |
| 17 | CMCSA | COMCAST CORP NEW CL A | $84.5M | 1.46% | 2.2M | 减持 |
| 18 | CELG | CELGENE CORP | $82.8M | 1.43% | 637,735 | 减持 |
| 19 | MCHP | MICROCHIP TECHNOLOGY | $77.9M | 1.34% | 1.0M | 减持 |
| 20 | MRK | MERCK & CO INC COM | $77.4M | 1.33% | 1.2M | 减持 |
| 21 | BDX | BECTON DICKINSON&CO | $75.9M | 1.31% | 389,235 | 减持 |
| 22 | TYL | TYLER TECHNOLOGIES | $76.0M | 1.31% | 432,605 | 增持 |
| 23 | ADBE | ADOBE SYS INC COM | $75.6M | 1.30% | 534,393 | 增持 |
| 24 | SPGI | S&P GLOBAL INC COM | $74.5M | 1.28% | 510,608 | 减持 |
| 25 | TCEHY | TENCENT HOLDINGS F SPONSORED A | $71.9M | 1.24% | 2.0M | 增持 |
来源：SEC 13F 申报文件 · 截至 2017-06-30
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