Passumpsic Savings Bank 13F 持仓 · 最近申报 2025年Q4
Passumpsic Savings Bank 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 90 只证券，申报市值合计 1.83 亿美元。前几大持仓：VCIT（6.84%）、VCLT（5.56%）、GE（4.21%）。本季前 25 大持仓中：新建仓 8 只、增持 4 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $12.5M | 6.84% | 149,128 | 增持 |
| 2 | VCLT | VANGUARD SCOTTSDALE FDS | $10.2M | 5.56% | 133,951 | 增持 |
| 3 | GE | GE AEROSPACE | $7.7M | 4.21% | 24,990 | 减持 |
| 4 | SPLB | SPDR SERIES TRUST | $7.4M | 4.02% | 325,655 | 减持 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $6.6M | 3.59% | 21,585 | 减持 |
| 6 | NVDA | NVIDIA CORPORATION | $5.1M | 2.79% | 27,307 | 减持 |
| 7 | IWY | ISHARES TR | $5.1M | 2.77% | 18,263 | 增持 |
| 8 | AEP | AMERICAN ELEC PWR CO INC | $4.6M | 2.51% | 39,706 | 增持 |
| 9 | ANET | ARISTA NETWORKS INC | $4.5M | 2.49% | 34,695 | 减持 |
| 10 | AVGO | Broadcom Inc | $4.3M | 2.37% | 12,531 | 减持 |
| 11 | AMZN | AMAZON COM INC | $4.3M | 2.35% | 18,567 | 减持 |
| 12 | APH | AMPHENOL CORP | $4.2M | 2.30% | 31,109 | 新建仓 |
| 13 | BKNG | BOOKING HOLDINGS INC | $3.5M | 1.89% | 645 | 减持 |
| 14 | PH | PARKER-HANNIFIN CORP | $3.4M | 1.84% | 3,833 | 减持 |
| 15 | CMI | CUMMINS INC | $3.3M | 1.83% | 6,536 | 新建仓 |
| 16 | TJX | TJX COS INC NEW | $3.3M | 1.82% | 21,621 | 新建仓 |
| 17 | GEV | GE VERNOVA INC | $3.3M | 1.81% | 5,067 | 新建仓 |
| 18 | UBER | UBER TECHNOLOGIES INC | $3.2M | 1.74% | 38,906 | 新建仓 |
| 19 | BSX | BOSTON SCIENTIFIC CORP | $3.1M | 1.72% | 32,941 | 减持 |
| 20 | LRCX | LAM RESEARCH CORP | $3.1M | 1.71% | 18,237 | 新建仓 |
| 21 | BNY | BANK NEW YORK MELLON CORP | $3.1M | 1.70% | 26,746 | 新建仓 |
| 22 | JPM | JPMORGAN CHASE & CO | $3.1M | 1.70% | 9,631 | 减持 |
| 23 | V | VISA INC | $3.1M | 1.68% | 8,755 | 减持 |
| 24 | MA | MASTERCARD INCORPORATED | $2.9M | 1.57% | 5,019 | 减持 |
| 25 | DIS | DISNEY WALT CO | $2.9M | 1.56% | 25,111 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
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