Hemenway Trust Co LLC 13F 持仓 · 2026年Q2
Hemenway Trust Co 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 14.31 亿美元。前几大持仓：AMD（7.17%）、GOOGL（6.22%）、NVDA（5.32%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES | $102.6M | 7.17% | 176,678 | 减持 |
| 2 | GOOGL | ALPHABET INC CL A | $89.0M | 6.22% | 248,972 | 减持 |
| 3 | NVDA | NVIDIA CORP | $76.1M | 5.32% | 380,243 | 减持 |
| 4 | AAPL | APPLE | $73.5M | 5.14% | 253,994 | 减持 |
| 5 | ADI | ANALOG DEVICES | $61.2M | 4.28% | 154,062 | 减持 |
| 6 | AMAT | APPLIED MATERIAL | $56.4M | 3.94% | 78,041 | 增持 |
| 7 | AMZN | AMAZON.COM | $56.1M | 3.92% | 235,269 | 增持 |
| 8 | MSFT | MICROSOFT | $53.1M | 3.71% | 142,454 | 增持 |
| 9 | TJX | TJX COS | $46.6M | 3.26% | 307,733 | 减持 |
| 10 | MA | MASTERCARD | $45.8M | 3.20% | 89,128 | 增持 |
| 11 | ROK | ROCKWELL AUTOMATION | $43.3M | 3.02% | 87,399 | 减持 |
| 12 | JNJ | JOHNSON AND JOHNSON | $42.2M | 2.95% | 166,020 | 减持 |
| 13 | RTX | RTX CORPORATION | $40.8M | 2.85% | 215,098 | 减持 |
| 14 | SBGSY | SCHNEIDER ELEC SA ADR | $40.4M | 2.82% | 619,162 | 增持 |
| 15 | HD | HOME DEPOT | $37.4M | 2.62% | 106,166 | 增持 |
| 16 | LLY | ELI LILLY & CO | $35.3M | 2.46% | 29,397 | 增持 |
| 17 | PG | PROCTER & GAMBLE | $31.8M | 2.22% | 216,708 | 增持 |
| 18 | ABT | ABBOTT LABS | $31.6M | 2.21% | 348,778 | 增持 |
| 19 | DHR | DANAHER CORP | $30.8M | 2.16% | 161,945 | 减持 |
| 20 | ADP | AUTOMATIC DATA PROCESSING | $30.8M | 2.15% | 137,589 | 增持 |
| 21 | VRTX | VERTEX PHARMACEUTICALS | $27.8M | 1.94% | 55,995 | 增持 |
| 22 | XYL | XYLEM INC | $27.2M | 1.90% | 230,183 | 增持 |
| 23 | ATR | APTARGROUP | $26.3M | 1.84% | 209,840 | 减持 |
| 24 | AXP | AMERICAN EXPRESS | $25.1M | 1.75% | 74,193 | 增持 |
| 25 | CVX | CHEVRON | $20.5M | 1.43% | 123,703 | 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