Mn Services Vermogensbeheer B.V. 13F 持仓 · 2026年Q3
Mn Services Vermogensbeheer B.V. 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 428 只证券,申报市值合计 133.77 亿美元。前几大持仓:MSFT(4.86%)、AAPL(4.41%)、NVDA(4.10%)。本季前 25 大持仓中:增持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $650.4M | 4.86% | 1.3M | 增持 |
| 2 | AAPL | APPLE INC | $589.6M | 4.41% | 1.8M | 增持 |
| 3 | NVDA | NVIDIA CORP | $548.0M | 4.10% | 2.4M | 增持 |
| 4 | AMZN | AMAZON.COM INC | $508.6M | 3.80% | 2.0M | 增持 |
| 5 | AVGO | BROADCOM INC | $452.3M | 3.38% | 1.3M | 增持 |
| 6 | MU | MICRON TECH | $353.9M | 2.65% | 332,227 | 增持 |
| 7 | AMD | ADV MICRO DEVICE | $294.0M | 2.20% | 480,594 | 增持 |
| 8 | TSLA | TESLA INC | $294.3M | 2.20% | 829,336 | 增持 |
| 9 | LLY | ELI LILLY & CO | $273.8M | 2.05% | 236,643 | 增持 |
| 10 | GOOGL | ALPHABET INC-A | $263.0M | 1.97% | 764,443 | 增持 |
| 11 | JPM | JPMORGAN CHASE | $261.5M | 1.95% | 790,400 | 增持 |
| 12 | GOOG | ALPHABET INC-C | $207.0M | 1.55% | 607,377 | 增持 |
| 13 | JNJ | JOHNSON&JOHNSON | $188.1M | 1.41% | 710,393 | 增持 |
| 14 | V | VISA INC-CLASS A | $178.2M | 1.33% | 495,796 | 增持 |
| 15 | INTC | INTEL CORP | $155.6M | 1.16% | 1.3M | 增持 |
| 16 | ABBV | ABBVIE INC | $136.7M | 1.02% | 522,459 | 增持 |
| 17 | MA | MASTERCARD INC-A | $132.9M | 0.99% | 240,974 | 增持 |
| 18 | CSCO | CISCO SYSTEMS | $125.6M | 0.94% | 1.2M | 增持 |
| 19 | LRCX | LAM RESEARCH | $121.3M | 0.91% | 369,143 | 增持 |
| 20 | AMAT | APPLIED MATERIAL | $120.0M | 0.90% | 234,612 | 增持 |
| 21 | COST | COSTCO WHOLESALE | $119.3M | 0.89% | 131,066 | 增持 |
| 22 | BAC | BANK OF AMERICA | $109.1M | 0.82% | 2.0M | 增持 |
| 23 | MRK | MERCK & CO | $106.2M | 0.79% | 730,921 | 增持 |
| 24 | PG | PROCTER & GAMBLE | $99.8M | 0.75% | 687,209 | 增持 |
| 25 | KO | COCA-COLA CO/THE | $98.6M | 0.74% | 1.1M | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
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