Mirabaud & Cie SA 13F 持仓 · 2026年Q2
Mirabaud & Cie SA 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 2.49 亿美元。前几大持仓：NVDA（15.78%）、GOOG（11.28%）、MSFT（11.25%）。本季前 25 大持仓中：增持 3 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $39.3M | 15.78% | 196,469 | 减持 |
| 2 | GOOG | ALPHABET INC | $28.1M | 11.28% | 79,562 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $28.0M | 11.25% | 75,177 | 减持 |
| 4 | AAPL | APPLE INC | $23.0M | 9.25% | 79,618 | 减持 |
| 5 | IEI | ISHARES TR | $22.1M | 8.88% | 188,424 | 减持 |
| 6 | MU | MICRON TECHNOLOGY INC | $14.2M | 5.70% | 12,300 | 减持 |
| 7 | AMZN | AMAZON COM INC | $14.0M | 5.62% | 58,707 | 减持 |
| 8 | GOOGL | ALPHABET INC | $6.5M | 2.59% | 18,085 | 减持 |
| 9 | META | META PLATFORMS INC | $5.9M | 2.36% | 10,448 | 减持 |
| 10 | AMD | ADVANCED MICRO DEVICES INC | $5.2M | 2.10% | 9,015 | 减持 |
| 11 | SOXX | ISHARES TR | $4.8M | 1.93% | 7,500 | 持平 |
| 12 | JPM | JPMORGAN CHASE & CO | $4.6M | 1.84% | 14,033 | 减持 |
| 13 | AVGO | BROADCOM INC | $3.9M | 1.55% | 10,252 | 减持 |
| 14 | PANW | PALO ALTO NETWORKS INC | $3.6M | 1.43% | 10,443 | 减持 |
| 15 | LLY | ELI LILLY & CO | $3.5M | 1.42% | 2,951 | 减持 |
| 16 | XOM | EXXON MOBIL CORP | $3.3M | 1.34% | 24,493 | 减持 |
| 17 | V | VISA INC | $3.2M | 1.29% | 9,391 | 减持 |
| 18 | MA | MASTERCARD INCORPORATED | $3.0M | 1.18% | 5,745 | 减持 |
| 19 | PG | PROCTER & GAMBLE CO | $2.9M | 1.18% | 19,983 | 减持 |
| 20 | CSCO | CISCO SYS INC | $2.5M | 1.00% | 21,253 | 减持 |
| 21 | ABBV | ABBVIE INC | $2.2M | 0.89% | 8,766 | 增持 |
| 22 | SGOL | ETFS GOLD TR | $2.2M | 0.89% | 57,964 | 持平 |
| 23 | DIS | DISNEY WALT CO | $2.0M | 0.81% | 20,920 | 持平 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.71% | 3,560 | 增持 |
| 25 | NFLX | NETFLIX INC. | $1.8M | 0.71% | 24,946 | 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