Intesa Sanpaolo Wealth Management 13F 持仓 · 2026年Q2
Intesa Sanpaolo Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 309 只证券，申报市值合计 5.00 亿美元。前几大持仓：PHYS（6.50%）、MSFT（6.03%）、GOOGL（5.58%）。本季前 25 大持仓中：新建仓 1 只、增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PHYS | SPROTT ASSET MANAGEMENT LP | $32.5M | 6.50% | 1.1M | 增持 |
| 2 | MSFT | MICROSOFT CORP | $30.1M | 6.03% | 80,767 | 减持 |
| 3 | GOOGL | ALPHABET INC | $27.9M | 5.58% | 78,009 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $27.2M | 5.45% | 136,181 | 增持 |
| 5 | AAPL | APPLE INC | $24.0M | 4.81% | 83,041 | 增持 |
| 6 | AMZN | AMAZON COM INC | $22.1M | 4.41% | 92,553 | 增持 |
| 7 | AVGO | BROADCOM INC | $18.6M | 3.72% | 49,188 | 增持 |
| 8 | JPM | JPMORGAN CHASE & CO | $18.2M | 3.65% | 55,719 | 增持 |
| 9 | QQQ | INVESCO QQQ TR | $13.4M | 2.67% | 18,139 | 增持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $12.1M | 2.42% | 24,221 | 减持 |
| 11 | GOOG | ALPHABET INC | $12.0M | 2.39% | 33,840 | 增持 |
| 12 | WM | WASTE MGMT INC DEL | $9.8M | 1.95% | 43,768 | 增持 |
| 13 | V | VISA INC | $9.0M | 1.81% | 26,358 | 增持 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $8.5M | 1.70% | 40,000 | 新建仓 |
| 15 | LLY | ELI LILLY & CO | $6.9M | 1.39% | 5,770 | 增持 |
| 16 | AXP | AMERICAN EXPRESS CO | $6.1M | 1.23% | 18,166 | 增持 |
| 17 | LIN | LINDE PLC | $6.1M | 1.23% | 11,812 | 减持 |
| 18 | META | META PLATFORMS INC | $6.0M | 1.20% | 10,604 | 增持 |
| 19 | XOM | EXXON MOBIL CORP | $5.9M | 1.17% | 42,854 | 增持 |
| 20 | NVO | NOVO-NORDISK A S | $5.7M | 1.13% | 118,200 | 增持 |
| 21 | SPGI | S&P GLOBAL INC | $5.7M | 1.13% | 13,902 | 增持 |
| 22 | BLK | BLACKROCK INC | $5.6M | 1.12% | 5,814 | 减持 |
| 23 | PANW | PALO ALTO NETWORKS INC | $5.5M | 1.10% | 16,094 | 减持 |
| 24 | RSG | REPUBLIC SVCS INC | $5.2M | 1.04% | 24,388 | 增持 |
| 25 | KHC | KRAFT HEINZ CO | $4.7M | 0.93% | 197,000 | 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