Marietta Investment Partners LLC 13F 持仓 · 2026年Q2
Marietta Investment Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 170 只证券，申报市值合计 5.82 亿美元。前几大持仓：AAPL（7.09%）、BE（5.03%）、NVDA（4.79%）。本季前 25 大持仓中：增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $41.2M | 7.09% | 142,539 | 减持 |
| 2 | BE | BLOOM ENERGY CORP | $29.2M | 5.03% | 96,602 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $27.9M | 4.79% | 139,270 | 减持 |
| 4 | GOOGL | ALPHABET INC | $23.8M | 4.09% | 66,583 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $19.2M | 3.30% | 51,526 | 减持 |
| 6 | ANET | ARISTA NETWORKS INC | $15.8M | 2.72% | 93,009 | 减持 |
| 7 | HWM | HOWMET AEROSPACE INC | $15.1M | 2.60% | 56,263 | 增持 |
| 8 | GEV | GE VERNOVA INC | $14.3M | 2.47% | 12,206 | 减持 |
| 9 | GWW | WW GRAINGER INC | $12.1M | 2.09% | 8,923 | 增持 |
| 10 | AMZN | AMAZON COM INC | $11.4M | 1.96% | 47,805 | 增持 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.4M | 1.96% | 22,818 | 持平 |
| 12 | MA | MASTERCARD INCORPORATED | $10.8M | 1.86% | 21,093 | 增持 |
| 13 | META | META PLATFORMS INC | $10.0M | 1.73% | 17,818 | 减持 |
| 14 | APH | AMPHENOL CORP | $9.9M | 1.70% | 56,186 | 减持 |
| 15 | ASML | ASML HLDG NV | $9.5M | 1.63% | 4,775 | 增持 |
| 16 | TT | TRANE TECHNOLOGIES PLC | $9.5M | 1.63% | 19,266 | 增持 |
| 17 | JPM | JPMORGAN CHASE & CO | $9.3M | 1.60% | 28,436 | 增持 |
| 18 | AVGO | BROADCOM INC | $8.5M | 1.47% | 22,597 | 减持 |
| 19 | ABBV | ABBVIE INC | $8.4M | 1.44% | 33,376 | 减持 |
| 20 | AME | AMETEK INC | $8.4M | 1.44% | 34,619 | 减持 |
| 21 | FIX | COMFORT SYS USA INC | $8.1M | 1.39% | 4,083 | 增持 |
| 22 | LRCX | LAM RESEARCH CORP | $8.0M | 1.37% | 18,374 | 增持 |
| 23 | XOM | EXXON MOBIL CORP | $7.9M | 1.35% | 57,614 | 减持 |
| 24 | SAN | BANCO SANTANDER SA | $7.4M | 1.27% | 534,324 | 增持 |
| 25 | ETN | EATON CORP PLC | $7.2M | 1.23% | 16,831 | 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