Gs Investments, Inc. 13F 持仓 · 2026年Q2
Gs Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 133 只证券，申报市值合计 1.38 亿美元。前几大持仓：NVDA（3.70%）、GOOGL（3.69%）、V（3.43%）。本季前 25 大持仓中：增持 3 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $5.1M | 3.70% | 25,602 | 减持 |
| 2 | GOOGL | ALPHABET INC | $5.1M | 3.69% | 14,302 | 减持 |
| 3 | V | VISA INC | $4.7M | 3.43% | 13,822 | 减持 |
| 4 | AAPL | APPLE INC | $4.7M | 3.40% | 16,238 | 减持 |
| 5 | MU | MICRON TECHNOLOGY INC | $4.4M | 3.19% | 3,826 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $4.2M | 3.05% | 11,315 | 减持 |
| 7 | AMZN | AMAZON COM INC | $3.8M | 2.73% | 15,857 | 减持 |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $3.6M | 2.63% | 51,065 | 增持 |
| 9 | AVGO | BROADCOM INC | $3.6M | 2.62% | 9,589 | 减持 |
| 10 | META | META PLATFORMS INC | $3.6M | 2.57% | 6,317 | 减持 |
| 11 | JPM | JPMORGAN CHASE & CO | $3.5M | 2.54% | 10,718 | 减持 |
| 12 | PANW | PALO ALTO NETWORKS INC | $3.3M | 2.37% | 9,609 | 减持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.2M | 2.31% | 6,397 | 减持 |
| 14 | APD | AIR PRODUCTS AND CHEMICALS I | $3.2M | 2.30% | 10,845 | 减持 |
| 15 | HD | HOME DEPOT INC | $3.0M | 2.20% | 8,632 | 减持 |
| 16 | AMP | AMERIPRISE FINL INC | $3.0M | 2.18% | 6,566 | 减持 |
| 17 | EFA | ISHARES TR | $2.9M | 2.11% | 28,051 | 增持 |
| 18 | ROST | ROSS STORES INC | $2.8M | 2.00% | 12,974 | 减持 |
| 19 | MTZ | MASTEC INC | $2.7M | 1.95% | 6,497 | 减持 |
| 20 | WMB | WILLIAMS COS INC | $2.7M | 1.92% | 35,712 | 减持 |
| 21 | SCHW | SCHWAB CHARLES CORP | $2.6M | 1.85% | 27,706 | 减持 |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | $2.6M | 1.85% | 5,120 | 减持 |
| 23 | SYK | STRYKER CORPORATION | $2.4M | 1.76% | 7,718 | 减持 |
| 24 | LLY | ELI LILLY & CO | $2.4M | 1.74% | 2,011 | 减持 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $2.3M | 1.66% | 2,457 | 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