Mmbg Investment Advisors Co. 13F 持仓 · 2026年Q2
Mmbg Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 177 只证券，申报市值合计 12.64 亿美元。前几大持仓：AAPL（9.64%）、GOOGL（9.02%）、AMZN（7.53%）。本季前 25 大持仓中：增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $121.8M | 9.64% | 421,075 | 增持 |
| 2 | GOOGL | ALPHABET INC | $113.9M | 9.02% | 318,756 | 减持 |
| 3 | AMZN | AMAZON COM INC | $95.2M | 7.53% | 399,306 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $75.7M | 5.99% | 202,940 | 增持 |
| 5 | BWMX | BETTERWARE DE MEXC S A P I D | $58.7M | 4.65% | 3.3M | 减持 |
| 6 | NVDA | NVIDIA CORPORATION | $54.5M | 4.31% | 272,239 | 增持 |
| 7 | META | META PLATFORMS INC | $50.4M | 3.99% | 89,563 | 增持 |
| 8 | JPM | JPMORGAN CHASE & CO | $49.4M | 3.91% | 150,943 | 增持 |
| 9 | MU | MICRON TECHNOLOGY INC | $37.5M | 2.97% | 32,508 | 减持 |
| 10 | GS | GOLDMAN SACHS GROUP INC | $36.6M | 2.90% | 36,173 | 增持 |
| 11 | GOOG | ALPHABET INC | $36.4M | 2.88% | 103,033 | 减持 |
| 12 | XLV | SELECT SECTOR SPDR TR | $27.5M | 2.17% | 173,104 | 增持 |
| 13 | SMH | VANECK ETF TRUST | $24.2M | 1.92% | 36,962 | 减持 |
| 14 | AVGO | BROADCOM INC | $21.6M | 1.71% | 57,103 | 增持 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.0M | 1.67% | 43,990 | 减持 |
| 16 | WMT | WALMART INC | $19.0M | 1.50% | 167,546 | 增持 |
| 17 | V | VISA INC | $17.4M | 1.38% | 50,852 | 增持 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $14.6M | 1.15% | 19,470 | 减持 |
| 19 | VOO | VANGUARD INDEX FDS | $13.4M | 1.06% | 19,529 | 增持 |
| 20 | BAC | BANK AMERICA CORP | $13.0M | 1.03% | 228,673 | 增持 |
| 21 | XLF | SELECT SECTOR SPDR TR | $12.1M | 0.96% | 226,025 | 增持 |
| 22 | CX | CEMEX SA EURO MTN BE 144A | $11.2M | 0.88% | 929,427 | 持平 |
| 23 | LLY | ELI LILLY & CO | $10.9M | 0.86% | 9,070 | 增持 |
| 24 | QQQ | INVESCO QQQ TR | $10.7M | 0.85% | 14,525 | 减持 |
| 25 | ETN | EATON CORP PLC | $9.9M | 0.79% | 23,277 | 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