Pictet Asset Management SA 13F 持仓 · 最近申报 2023年Q2
Pictet Asset Management SA 在 2023年Q2（报告期截至 2023-06-30）的 SEC 13F 申报中报告了 1,956 只证券，申报市值合计 843.17 亿美元。前几大持仓：MSFT（2.36%）、AAPL（2.12%）、TMO（1.59%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $1.99B | 2.36% | 5.8M | 增持 |
| 2 | AAPL | APPLE INC | $1.79B | 2.12% | 9.2M | 减持 |
| 3 | TMO | THERMO FISHER SCIENTIFIC INC | $1.34B | 1.59% | 2.6M | 减持 |
| 4 | RSG | REPUBLIC SVCS INC | $1.26B | 1.49% | 8.2M | 增持 |
| 5 | SNPS | SYNOPSYS INC | $1.22B | 1.44% | 2.8M | 减持 |
| 6 | AMZN | AMAZON COM INC | $1.01B | 1.20% | 7.7M | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $1.00B | 1.19% | 2.4M | 增持 |
| 8 | NXPI | NXP SEMICONDUCTORS N V | $1.00B | 1.19% | 4.9M | 增持 |
| 9 | AMAT | APPLIED MATLS INC | $958.7M | 1.14% | 6.6M | 减持 |
| 10 | NEE | NEXTERA ENERGY INC | $931.7M | 1.10% | 12.6M | 增持 |
| 11 | WCN | WASTE CONNECTIONS INC | $917.8M | 1.09% | 6.4M | 增持 |
| 12 | WM | WASTE MGMT INC DEL | $915.8M | 1.09% | 5.3M | 增持 |
| 13 | AWK | AMERICAN WTR WKS CO INC NEW | $875.3M | 1.04% | 6.1M | 减持 |
| 14 | V | VISA INC | $864.0M | 1.02% | 3.6M | 减持 |
| 15 | GOOG | ALPHABET INC | $820.8M | 0.97% | 6.8M | 减持 |
| 16 | CRM | SALESFORCE INC | $810.9M | 0.96% | 3.8M | 减持 |
| 17 | A | AGILENT TECHNOLOGIES INC | $798.9M | 0.95% | 6.6M | 增持 |
| 18 | KLAC | KLA CORP | $803.6M | 0.95% | 1.7M | 减持 |
| 19 | ECL | ECOLAB INC | $793.7M | 0.94% | 4.3M | 增持 |
| 20 | EQIX | EQUINIX INC | $792.5M | 0.94% | 1.0M | 减持 |
| 21 | XYL | XYLEM INC | $788.1M | 0.93% | 7.0M | 增持 |
| 22 | DHR | DANAHER CORPORATION | $696.0M | 0.83% | 2.9M | 减持 |
| 23 | GOOGL | ALPHABET INC | $701.2M | 0.83% | 5.9M | 增持 |
| 24 | TSLA | TESLA INC | $704.0M | 0.83% | 2.7M | 减持 |
| 25 | ON | ON SEMICONDUCTOR CORP | $686.1M | 0.81% | 7.3M | 增持 |
来源：SEC 13F 申报文件 · 截至 2023-06-30
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