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Greenleaf Trust 13F 持仓 · 2026年Q2

Greenleaf Trust 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 867 只证券,申报市值合计 103.88 亿美元。前几大持仓:SYK(46.15%)、IVV(9.69%)、SPYM(5.93%)。本季前 25 大持仓中:增持 11 只、减持 14 只。

排名代码公司市值占组合股数变动
1SYKStryker Corporation$4.79B46.15%15.2M减持
2IVViShares Core S&P 500 Index$1.01B9.69%1.3M减持
3SPYMState Street SPDR Portfolio S&$615.6M5.93%7.0M增持
4IEFAiShares Core MSCI EAFE ETF$198.6M1.91%2.1M减持
5AAPLApple Inc$181.1M1.74%625,953减持
6JAAAJanus Henderson AAA CLO ETF$126.3M1.22%2.5M增持
7IJHiShares Core S&P Midcap 400 In$114.4M1.10%1.5M减持
8NVDANvidia Corp$112.9M1.09%564,303减持
9AMZNAmazon.com Inc$110.1M1.06%461,920减持
10MSFTMicrosoft Corporation$110.5M1.06%296,267增持
11GOOGAlphabet Inc. Cl C$103.5M1.00%292,794减持
12GOOGLAlphabet Inc. Cl A$104.4M1.00%292,090增持
13IEFiShares 7-10 Year Treasury Bon$100.7M0.97%1.1M增持
14EEMiShares MSCI Emerging Index Fu$94.3M0.91%1.4M减持
15VVisa Inc - Class A$82.3M0.79%239,919增持
16SPDWState Street SPDR Portfolio De$79.6M0.77%1.6M增持
17IEMGiShares Core MSCI Emerging Mar$74.4M0.72%898,286减持
18IJRiShares Core S&P Smallcap 600$72.8M0.70%491,167减持
19BRKBBerkshire Hathaway Cl B$70.9M0.68%141,687增持
20SPMDState Street SPDR S&P 400 Mid$66.5M0.64%984,218增持
21METAMeta Platforms Inc. Cl A$60.2M0.58%106,870减持
22ICVTiShares Convertible Bond ETF$54.1M0.52%444,077减持
23VOOVanguard S&P 500 ETF$53.7M0.52%78,178增持
24TSMTaiwan Semiconductor Mfg Co AD$52.7M0.51%110,378减持
25AVGOBroadcom Inc$43.4M0.42%114,951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