Page Arthur B 13F 持仓 · 最近申报 2024年Q1
Page Arthur B 在 2024年Q1（报告期截至 2024-03-31）的 SEC 13F 申报中报告了 44 只证券，申报市值合计 9,720.38 万美元。前几大持仓：MSFT（6.11%）、AMD（4.80%）、MA（4.77%）。本季前 25 大持仓中：增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT | $5.9M | 6.11% | 14,112 | 减持 |
| 2 | AMD | ADVANCED MICRO DEVICES | $4.7M | 4.80% | 25,851 | 减持 |
| 3 | MA | MASTERCARD | $4.6M | 4.77% | 9,629 | 减持 |
| 4 | GOOGL | ALPHABET INC CL A | $4.6M | 4.76% | 30,643 | 减持 |
| 5 | AAPL | APPLE | $4.3M | 4.42% | 25,070 | 减持 |
| 6 | FISV | FISERV | $4.1M | 4.20% | 25,529 | 减持 |
| 7 | ADP | AUTOMATIC DATA PROCESSING | $3.9M | 3.98% | 15,508 | 减持 |
| 8 | ADI | ANALOG DEVICES | $3.5M | 3.64% | 17,890 | 减持 |
| 9 | ABT | ABBOTT LABS | $3.5M | 3.63% | 31,028 | 减持 |
| 10 | NVDA | NVIDIA CORP | $3.5M | 3.58% | 3,853 | 减持 |
| 11 | HD | HOME DEPOT | $3.5M | 3.57% | 9,046 | 减持 |
| 12 | DHR | DANAHER CORP | $3.4M | 3.53% | 13,732 | 减持 |
| 13 | JNJ | JOHNSON & JOHNSON | $3.4M | 3.47% | 21,350 | 减持 |
| 14 | AMZN | AMAZON.COM | $3.3M | 3.40% | 18,325 | 增持 |
| 15 | CNI | CANADIAN NATL RAILWAY | $3.0M | 3.12% | 23,031 | 减持 |
| 16 | TJX | TJX COS | $3.0M | 3.05% | 29,185 | 减持 |
| 17 | ROK | ROCKWELL AUTOMATION | $2.9M | 3.00% | 10,021 | 减持 |
| 18 | UNH | UNITED HEALTH GROUP | $2.9M | 2.97% | 5,839 | 减持 |
| 19 | ATR | APTARGROUP | $2.7M | 2.79% | 18,881 | 减持 |
| 20 | PG | PROCTER & GAMBLE | $2.6M | 2.71% | 16,216 | 减持 |
| 21 | CVX | CHEVRON | $2.6M | 2.70% | 16,660 | 增持 |
| 22 | XYL | XYLEM INC | $2.4M | 2.48% | 18,670 | 减持 |
| 23 | NSRGY | NESTLE SA ADR | $2.2M | 2.27% | 20,800 | 减持 |
| 24 | SBGSY | SCHNEIDER ELEC SA ADR | $2.2M | 2.26% | 48,567 | 增持 |
| 25 | WMT | WAL-MART STORES | $2.0M | 2.01% | 32,466 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-03-31
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