North Star Asset Management Inc 13F 持仓 · 2026年Q2
North Star Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 371 只证券，申报市值合计 25.43 亿美元。前几大持仓：AAPL（3.86%）、SCHB（3.16%）、GOOG（2.75%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | $98.2M | 3.86% | 339,288 | 减持 |
| 2 | SCHB | SCHWAB US BROAD MKT ETF | $80.3M | 3.16% | 2.8M | 增持 |
| 3 | GOOG | ALPHABET CL C | $69.9M | 2.75% | 197,701 | 减持 |
| 4 | VTI | VANGUARD TTL STK MKT ETF | $68.9M | 2.71% | 186,279 | 减持 |
| 5 | MSFT | MICROSOFT | $59.3M | 2.33% | 159,018 | 减持 |
| 6 | AMZN | AMAZON.COM | $53.2M | 2.09% | 223,136 | 减持 |
| 7 | SPYM | SPDR S&P LARGE CAP 500 | $52.5M | 2.06% | 597,120 | 增持 |
| 8 | ASML | ASML HOLDINGS | $51.4M | 2.02% | 25,849 | 减持 |
| 9 | V | VISA | $48.4M | 1.90% | 141,145 | 减持 |
| 10 | AMD | ADVANCED MICRO DEVICES | $45.3M | 1.78% | 77,973 | 减持 |
| 11 | SCHW | CHARLES SCHWAB | $44.2M | 1.74% | 478,540 | 减持 |
| 12 | AME | AMETEK | $41.1M | 1.62% | 169,798 | 减持 |
| 13 | ADI | ANALOG DEVICES | $40.5M | 1.59% | 102,047 | 减持 |
| 14 | PFG | PRINCIPAL FINL GROUP | $39.9M | 1.57% | 370,523 | 减持 |
| 15 | ABBV | ABBVIE | $39.0M | 1.53% | 154,788 | 减持 |
| 16 | APH | AMPHENOL | $39.0M | 1.53% | 221,060 | 减持 |
| 17 | AVGO | BROADCOM | $38.4M | 1.51% | 101,698 | 减持 |
| 18 | SSNC | SS&C TECHNOLOGIES | $38.0M | 1.49% | 612,073 | 增持 |
| 19 | NVDA | NVIDIA | $36.6M | 1.44% | 183,163 | 减持 |
| 20 | ILMN | ILLUMINA | $33.0M | 1.30% | 187,903 | 减持 |
| 21 | SYK | STRYKER | $33.1M | 1.30% | 105,188 | 增持 |
| 22 | ABT | ABBOTT LABS | $31.5M | 1.24% | 346,719 | 增持 |
| 23 | TMO | THERMO FISHER SCIENTIFIC | $30.5M | 1.20% | 60,747 | 减持 |
| 24 | ACIW | ACI WORLDWIDE | $29.1M | 1.15% | 579,211 | 减持 |
| 25 | SNPS | SYNOPSYS | $29.1M | 1.14% | 65,181 | 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