Mufg Securities Americas Inc. 13F 持仓 · 2026年Q2
Mufg Securities Americas 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 504 只证券，申报市值合计 19.47 亿美元。前几大持仓：NVDA（7.50%）、AAPL（6.57%）、MSFT（4.29%）。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 | NVDA | NVIDIA Corp | $146.0M | 7.50% | 729,489 | 增持 |
| 2 | AAPL | Apple Inc | $128.0M | 6.57% | 442,363 | 增持 |
| 3 | MSFT | Microsoft Corp | $83.5M | 4.29% | 223,734 | 增持 |
| 4 | AMZN | Amazon.com Inc | $70.3M | 3.61% | 294,830 | 增持 |
| 5 | GOOGL | Alphabet Inc | $63.1M | 3.24% | 176,606 | 增持 |
| 6 | AVGO | Broadcom Inc | $53.9M | 2.77% | 142,602 | 增持 |
| 7 | GOOG | Alphabet Inc | $50.3M | 2.58% | 142,353 | 增持 |
| 8 | MU | Micron Technology Inc | $39.2M | 2.01% | 33,966 | 增持 |
| 9 | META | Meta Platforms Inc | $37.3M | 1.91% | 66,142 | 增持 |
| 10 | TSLA | Tesla Inc | $35.7M | 1.83% | 84,793 | 增持 |
| 11 | JPM | JPMorgan Chase & Co | $29.0M | 1.49% | 88,605 | 增持 |
| 12 | LLY | Eli Lilly & Co | $28.6M | 1.47% | 23,826 | 增持 |
| 13 | AMD | Advanced Micro Devices Inc | $28.5M | 1.46% | 49,111 | 增持 |
| 14 | BRKB | Berkshire Hathaway Inc | $27.6M | 1.42% | 55,217 | 增持 |
| 15 | INTC | Intel Corp | $19.9M | 1.02% | 142,294 | 增持 |
| 16 | JNJ | Johnson & Johnson | $18.4M | 0.95% | 72,502 | 增持 |
| 17 | AMAT | Applied Materials Inc | $17.3M | 0.89% | 23,902 | 增持 |
| 18 | V | Visa Inc | $17.2M | 0.88% | 49,988 | 增持 |
| 19 | XOM | Exxon Mobil Corp | $17.1M | 0.88% | 124,840 | 增持 |
| 20 | LRCX | Lam Research Corp | $16.3M | 0.84% | 37,665 | 增持 |
| 21 | WMT | Walmart Inc | $15.0M | 0.77% | 132,041 | 增持 |
| 22 | CAT | Caterpillar Inc | $14.8M | 0.76% | 13,873 | 增持 |
| 23 | CSCO | Cisco Systems Inc | $14.0M | 0.72% | 118,965 | 增持 |
| 24 | ABBV | AbbVie Inc | $13.4M | 0.69% | 53,213 | 增持 |
| 25 | COST | Costco Wholesale Corp | $12.5M | 0.64% | 13,363 | 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