Palisade Asset Management, LLC 13F 持仓 · 2026年Q2
Palisade Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 204 只证券，申报市值合计 10.83 亿美元。前几大持仓：AAPL（4.96%）、MSFT（4.45%）、CSCO（3.75%）。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 | $53.7M | 4.96% | 185,609 | 减持 |
| 2 | MSFT | Microsoft Corp | $48.2M | 4.45% | 129,122 | 减持 |
| 3 | CSCO | CISCO SYS INC | $40.6M | 3.75% | 345,913 | 减持 |
| 4 | UNH | UnitedHealth Group Inc | $33.2M | 3.06% | 79,856 | 增持 |
| 5 | SPY | SPDR S&P 500 ETF TR | $28.6M | 2.64% | 38,343 | 减持 |
| 6 | IBM | INTERNATIONAL BUSINESS MACHS | $27.8M | 2.57% | 98,850 | 减持 |
| 7 | AMGN | Amgen Inc | $26.4M | 2.43% | 72,776 | 减持 |
| 8 | JNJ | Johnson & Johnson | $25.6M | 2.36% | 100,872 | 减持 |
| 9 | ORCL | Oracle Corp | $25.5M | 2.35% | 173,929 | 减持 |
| 10 | JPM | JPMorgan Chase & Co | $24.6M | 2.27% | 75,182 | 减持 |
| 11 | HD | HOME DEPOT INC | $24.2M | 2.24% | 68,745 | 增持 |
| 12 | DE | Deere & Co | $23.2M | 2.15% | 36,633 | 减持 |
| 13 | ECL | Ecolab Inc | $21.6M | 2.00% | 77,662 | 增持 |
| 14 | TGT | Target Corp | $19.8M | 1.83% | 151,730 | 增持 |
| 15 | TXN | TEXAS INSTRS INC | $19.7M | 1.82% | 66,123 | 减持 |
| 16 | ABT | ABBOTT LABORATORIES | $18.7M | 1.72% | 205,689 | 减持 |
| 17 | RY | ROYAL BK CDA | $17.1M | 1.58% | 82,638 | 减持 |
| 18 | LLY | ELI LILLY & CO | $17.0M | 1.57% | 14,193 | 减持 |
| 19 | PG | PROCTER & GAMBLE CO | $16.3M | 1.51% | 111,203 | 增持 |
| 20 | ABBV | AbbVie Inc | $15.7M | 1.45% | 62,276 | 减持 |
| 21 | CVX | CHEVRON CORPORATION | $15.6M | 1.44% | 93,931 | 减持 |
| 22 | PEP | PepsiCo Inc | $15.5M | 1.43% | 114,269 | 增持 |
| 23 | GD | General Dynamics Corp | $15.3M | 1.41% | 43,126 | 减持 |
| 24 | TJX | TJX COS INC NEW | $15.3M | 1.41% | 100,776 | 减持 |
| 25 | V | VISA INC | $15.1M | 1.40% | 44,093 | 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