Philadelphia Trust Co 13F 持仓 · 2026年Q2
Philadelphia Trust 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 269 只证券，申报市值合计 15.58 亿美元。前几大持仓：NVDA（12.28%）、COHR（5.29%）、AAPL（4.72%）。本季前 25 大持仓中：增持 3 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $191.4M | 12.28% | 956,370 | 减持 |
| 2 | COHR | COHERENT CORP | $82.4M | 5.29% | 208,792 | 减持 |
| 3 | AAPL | APPLE INC | $73.5M | 4.72% | 253,884 | 减持 |
| 4 | GOOGL | ALPHABET INC CL A | $70.6M | 4.53% | 197,482 | 减持 |
| 5 | GS | GOLDMAN SACHS GROUP INC | $46.2M | 2.97% | 45,724 | 减持 |
| 6 | PANW | PALO ALTO NETWORKS INC. | $44.3M | 2.85% | 130,044 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $43.7M | 2.80% | 117,041 | 减持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC-CL B | $43.3M | 2.78% | 86,575 | 减持 |
| 9 | RTX | RTX CORPORATION | $40.1M | 2.57% | 211,151 | 减持 |
| 10 | BWXT | BWX TECHNOLOGIES INC | $38.0M | 2.44% | 195,245 | 增持 |
| 11 | ABBV | ABBVIE INC | $37.9M | 2.43% | 150,654 | 减持 |
| 12 | AVGO | BROADCOM INC | $36.4M | 2.34% | 96,423 | 减持 |
| 13 | ROK | ROCKWELL AUTOMATION INC | $35.4M | 2.27% | 71,525 | 减持 |
| 14 | IBM | IBM CORPORATION | $35.0M | 2.25% | 124,508 | 减持 |
| 15 | LHX | L3 HARRIS TECHNOLOGIES INC | $33.2M | 2.13% | 114,403 | 减持 |
| 16 | PGC | PEAPACK-GLADSTONE FINL CORP | $29.2M | 1.87% | 616,424 | 减持 |
| 17 | SOLS | SOLSTICE ADVANCED MATLS INC | $26.5M | 1.70% | 298,572 | 增持 |
| 18 | AMZN | AMAZON COM INC | $22.7M | 1.46% | 95,313 | 减持 |
| 19 | DRS | LEONARDO DRS INC | $20.0M | 1.29% | 469,386 | 减持 |
| 20 | UBER | UBER TECHNOLOGIES INC | $18.6M | 1.19% | 257,400 | 减持 |
| 21 | GOOG | ALPHABET INC CL C | $17.9M | 1.15% | 50,651 | 减持 |
| 22 | IQV | IQVIA HOLDINGS INC | $17.8M | 1.14% | 91,933 | 减持 |
| 23 | MPC | MARATHON PETROLEUM CORPORATION | $17.7M | 1.13% | 69,039 | 减持 |
| 24 | AMAT | APPLIED MATLS INC | $16.6M | 1.07% | 23,010 | 增持 |
| 25 | META | META PLATFORMS INC | $16.2M | 1.04% | 28,779 | 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