Parrish Capital LLC 13F 持仓 · 2026年Q3
Parrish Capital 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 84 只证券，申报市值合计 1.03 亿美元。前几大持仓：AAPL（4.35%）、GOOGL（3.67%）、PANW（3.06%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $4.5M | 4.35% | 13,410 | 减持 |
| 2 | GOOGL | ALPHABET INC | $3.8M | 3.67% | 10,959 | 减持 |
| 3 | PANW | PALO ALTO NETWORKS INC | $3.1M | 3.06% | 7,903 | 减持 |
| 4 | INTC | INTEL CORP | $2.8M | 2.75% | 23,434 | 减持 |
| 5 | GILD | GILEAD SCIENCES INC | $2.7M | 2.68% | 18,434 | 减持 |
| 6 | MRVL | MARVELL TECHNOLOGY INC | $2.2M | 2.11% | 8,213 | 增持 |
| 7 | META | META PLATFORMS INC | $2.2M | 2.10% | 2,976 | 增持 |
| 8 | GE | GE AEROSPACE | $2.1M | 2.03% | 6,677 | 减持 |
| 9 | ORCL | ORACLE CORP | $2.1M | 2.02% | 15,113 | 增持 |
| 10 | XOM | EXXON MOBIL CORP | $2.1M | 2.00% | 12,606 | 减持 |
| 11 | QCOM | QUALCOMM INC | $2.0M | 1.99% | 11,082 | 减持 |
| 12 | SHEL | SHELL PLC | $1.9M | 1.88% | 20,256 | 增持 |
| 13 | AB | ALLIANCEBERNSTEIN HLDG L P | $1.9M | 1.83% | 53,743 | 增持 |
| 14 | VOD | VODAFONE GROUP PLC | $1.9M | 1.81% | 115,219 | 减持 |
| 15 | TTE | TOTALENERGIES SE | $1.8M | 1.79% | 21,539 | 增持 |
| 16 | ETN | EATON CORP PLC | $1.8M | 1.76% | 4,208 | 减持 |
| 17 | VZ | VERIZON COMMUNICATIONS INC | $1.7M | 1.67% | 37,401 | 增持 |
| 18 | ABBV | ABBVIE INC | $1.6M | 1.61% | 6,300 | 减持 |
| 19 | AZN | ASTRAZENECA PLC | $1.6M | 1.54% | 9,792 | 增持 |
| 20 | GEV | GE VERNOVA INC | $1.5M | 1.50% | 1,616 | 增持 |
| 21 | GSK | GSK PLC | $1.5M | 1.45% | 30,927 | 增持 |
| 22 | GS | GOLDMAN SACHS GROUP INC | $1.4M | 1.41% | 1,602 | 减持 |
| 23 | IVZ | INVESCO LTD | $1.4M | 1.40% | 47,709 | 减持 |
| 24 | EMR | EMERSON ELEC CO | $1.4M | 1.37% | 9,076 | 减持 |
| 25 | PM | PHILIP MORRIS INTL INC | $1.4M | 1.35% | 7,254 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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