Mizuho Securities USA LLC 13F 持仓 · 2026年Q2
Mizuho Securities USA 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 765 只证券，申报市值合计 61.97 亿美元。前几大持仓：NVDA（6.11%）、AAPL（5.36%）、SPY（4.40%）。本季前 25 大持仓中：增持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $635.6M | 6.11% | 3.4M | 增持 |
| 2 | AAPL | APPLE INC | $558.0M | 5.36% | 2.0M | 增持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $458.2M | 4.40% | 614,817 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $383.1M | 3.68% | 1.0M | 增持 |
| 5 | GOOG | ALPHABET INC | $375.9M | 3.61% | 1.1M | 增持 |
| 6 | AMZN | AMAZON COM INC | $305.7M | 2.94% | 1.4M | 增持 |
| 7 | AVGO | BROADCOM INC | $228.7M | 2.20% | 657,302 | 增持 |
| 8 | META | META PLATFORMS INC | $172.5M | 1.66% | 304,150 | 增持 |
| 9 | TSLA | TESLA INC | $155.9M | 1.50% | 390,430 | 增持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $124.9M | 1.20% | 254,386 | 增持 |
| 11 | MU | MICRON TECHNOLOGY INC | $124.9M | 1.20% | 156,331 | 增持 |
| 12 | LLY | ELI LILLY & CO | $118.3M | 1.14% | 109,836 | 增持 |
| 13 | JPM | JPMORGAN CHASE & CO | $116.6M | 1.12% | 372,772 | 增持 |
| 14 | GOOGL | ALPHABET INC | $101.2M | 0.97% | 351,966 | 持平 |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $94.2M | 0.91% | 226,224 | 增持 |
| 16 | XOM | EXXON MOBIL CORP | $87.2M | 0.84% | 577,141 | 增持 |
| 17 | JNJ | JOHNSON & JOHNSON | $83.5M | 0.80% | 334,147 | 增持 |
| 18 | V | VISA INC | $75.3M | 0.72% | 231,566 | 增持 |
| 19 | WMT | WALMART INC | $71.8M | 0.69% | 608,229 | 增持 |
| 20 | INTC | INTEL CORP | $64.2M | 0.62% | 653,722 | 增持 |
| 21 | ANSC | AGRICULTURE & NAT SOL ACQ CO | $63.0M | 0.61% | 5.6M | 增持 |
| 22 | AMAT | APPLIED MATLS INC | $61.3M | 0.59% | 110,115 | 增持 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $59.2M | 0.57% | 61,567 | 增持 |
| 24 | ABBV | ABBVIE INC | $58.0M | 0.56% | 245,166 | 增持 |
| 25 | CAT | CATERPILLAR INC | $58.3M | 0.56% | 64,188 | 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