Laird Norton Wetherby Wealth Management, LLC 13F 持仓 · 最近申报 2025年Q3
Laird Norton Wetherby Wealth Management 在 2025年Q3(报告期截至 2025-09-30)的 SEC 13F 申报中报告了 930 只证券,申报市值合计 24.49 亿美元。前几大持仓:AAPL(6.63%)、NVDA(5.35%)、MSFT(5.24%)。本季前 25 大持仓中:增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $162.3M | 6.63% | 637,536 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $131.0M | 5.35% | 702,070 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $128.3M | 5.24% | 247,697 | 增持 |
| 4 | VTI | VANGUARD INDEX FDS | $103.7M | 4.23% | 316,036 | 减持 |
| 5 | AMZN | AMAZON COM INC | $71.3M | 2.91% | 324,617 | 增持 |
| 6 | GOOGL | ALPHABET INC | $56.0M | 2.28% | 230,156 | 增持 |
| 7 | META | META PLATFORMS INC | $47.8M | 1.95% | 65,031 | 增持 |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $43.6M | 1.78% | 728,234 | 增持 |
| 9 | SPY | SPDR S&P 500 ETF TR | $43.3M | 1.77% | 63,926 | 增持 |
| 10 | AVGO | BROADCOM INC | $31.4M | 1.28% | 95,236 | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO. | $30.0M | 1.23% | 95,143 | 增持 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $29.8M | 1.22% | 106,819 | 增持 |
| 13 | VT | VANGUARD INTL EQUITY INDEX F | $27.5M | 1.12% | 199,679 | 减持 |
| 14 | NFLX | NETFLIX INC | $27.1M | 1.11% | 22,628 | 增持 |
| 15 | TSLA | TESLA INC | $24.5M | 1.00% | 55,128 | 增持 |
| 16 | GOOG | ALPHABET INC | $22.5M | 0.92% | 92,184 | 增持 |
| 17 | LLY | ELI LILLY & CO | $19.4M | 0.79% | 25,429 | 增持 |
| 18 | V | VISA INC | $19.3M | 0.79% | 56,616 | 增持 |
| 19 | ORCL | ORACLE CORP | $16.4M | 0.67% | 58,387 | 增持 |
| 20 | CMC | COMMERCIAL METALS CO | $16.1M | 0.66% | 280,817 | 减持 |
| 21 | JNJ | JOHNSON & JOHNSON | $15.7M | 0.64% | 84,722 | 减持 |
| 22 | MA | MASTERCARD INCORPORATED | $15.5M | 0.63% | 27,323 | 减持 |
| 23 | IVW | ISHARES TR | $13.5M | 0.55% | 112,123 | 持平 |
| 24 | HD | HOME DEPOT INC | $13.0M | 0.53% | 32,013 | 减持 |
| 25 | VOO | VANGUARD INDEX FDS | $12.8M | 0.52% | 20,982 | 增持 |
来源:SEC 13F 申报文件 · 截至 2025-09-30
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