O'Shaughnessy Asset Management, LLC 13F 持仓 · 2026年Q2
O'Shaughnessy Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 2,587 只证券，申报市值合计 216.94 亿美元。前几大持仓：AAPL（5.47%）、NVDA（3.81%）、MSFT（2.03%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $1.19B | 5.47% | 4.1M | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $825.6M | 3.81% | 4.1M | 减持 |
| 3 | MSFT | MICROSOFT CORP | $440.5M | 2.03% | 1.2M | 减持 |
| 4 | GOOGL | ALPHABET INC | $409.0M | 1.89% | 1.1M | 减持 |
| 5 | AMZN | AMAZON COM INC | $389.0M | 1.79% | 1.6M | 减持 |
| 6 | AVGO | BROADCOM INC | $315.9M | 1.46% | 836,257 | 减持 |
| 7 | GOOG | ALPHABET INC | $316.8M | 1.46% | 896,730 | 减持 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $281.0M | 1.30% | 376,284 | 增持 |
| 9 | MU | MICRON TECHNOLOGY INC | $263.3M | 1.21% | 228,071 | 增持 |
| 10 | AGG | ISHARES TR | $257.7M | 1.19% | 2.6M | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO | $219.7M | 1.01% | 671,218 | 减持 |
| 12 | LLY | ELI LILLY & CO | $207.5M | 0.96% | 172,997 | 减持 |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $190.6M | 0.88% | 399,158 | 减持 |
| 14 | META | META PLATFORMS INC | $181.4M | 0.84% | 322,054 | 减持 |
| 15 | TSLA | TESLA INC | $183.2M | 0.84% | 435,626 | 减持 |
| 16 | WMT | WALMART INC | $170.8M | 0.79% | 1.5M | 减持 |
| 17 | XOM | EXXON MOBIL CORP | $164.4M | 0.76% | 1.2M | 减持 |
| 18 | JNJ | JOHNSON & JOHNSON | $162.6M | 0.75% | 640,368 | 减持 |
| 19 | MO | ALTRIA GROUP INC | $163.1M | 0.75% | 2.3M | 增持 |
| 20 | V | VISA INC | $156.7M | 0.72% | 456,758 | 减持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $152.6M | 0.70% | 304,950 | 减持 |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $143.2M | 0.66% | 246,489 | 减持 |
| 23 | C | CITIGROUP INC | $142.8M | 0.66% | 1.0M | 增持 |
| 24 | WDC | WESTERN DIGITAL CORP | $142.3M | 0.66% | 222,713 | 增持 |
| 25 | CAT | CATERPILLAR INC | $132.2M | 0.61% | 124,100 | 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