Kovitz Investment Group Partners, LLC 13F 持仓 · 2026年Q2
Kovitz Investment Group Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 478 只证券，申报市值合计 45.15 亿美元。前几大持仓：AAPL（5.85%）、SPY（5.45%）、NVDA（4.01%）。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 | AAPL | APPLE INC | $264.3M | 5.85% | 913,249 | 减持 |
| 2 | SPY | STATE ST SPDR S&P500 | $246.2M | 5.45% | 329,739 | 减持 |
| 3 | NVDA | NVIDIA CORP | $181.2M | 4.01% | 905,564 | 减持 |
| 4 | IVV | ISHARES TRUST | $171.1M | 3.79% | 228,483 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $150.3M | 3.33% | 403,049 | 减持 |
| 6 | GOOGL | ALPHABET INC | $127.9M | 2.83% | 357,905 | 增持 |
| 7 | SPHQ | INVESCO EXCHANGETRAD | $113.5M | 2.51% | 1.3M | 减持 |
| 8 | AMD | ADV MICRO DEVICES | $85.2M | 1.89% | 146,710 | 减持 |
| 9 | IBTG | ISHARES TRUST | $79.2M | 1.75% | 3.5M | 减持 |
| 10 | AMZN | AMAZON COM INC | $73.0M | 1.62% | 306,315 | 增持 |
| 11 | IBTH | ISHARES TRUST | $72.9M | 1.62% | 3.3M | 增持 |
| 12 | AVGO | BROADCOM INC | $68.6M | 1.52% | 181,657 | 减持 |
| 13 | MU | MICRON TECHNOLOGY | $67.3M | 1.49% | 58,337 | 减持 |
| 14 | MBB | ISHARES TR | $66.2M | 1.47% | 700,621 | 减持 |
| 15 | LRCX | LAM RESEARCH CORPORA | $58.1M | 1.29% | 134,134 | 减持 |
| 16 | UNH | UNITEDHEALTH GRP INC | $52.5M | 1.16% | 126,388 | 减持 |
| 17 | META | META PLATFORMS INC | $51.1M | 1.13% | 90,691 | 减持 |
| 18 | JPST | J P MORGAN EXCHANGE | $50.7M | 1.12% | 1.0M | 增持 |
| 19 | VRTX | VERTEX PHARMA | $47.3M | 1.05% | 95,246 | 增持 |
| 20 | IEI | ISHARES | $45.4M | 1.00% | 386,170 | 减持 |
| 21 | GM | GENERAL MOTORS CO | $43.0M | 0.95% | 558,020 | 增持 |
| 22 | FTEC | FIDELITY COVINGTON T | $42.4M | 0.94% | 148,363 | 增持 |
| 23 | GD | GENERAL DYNAMICS | $41.6M | 0.92% | 117,321 | 增持 |
| 24 | RTX | RTX CORPORATION | $41.7M | 0.92% | 219,999 | 增持 |
| 25 | GOOG | ALPHABET INC | $39.4M | 0.87% | 111,632 | 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