Plimoth Trust Co LLC 13F 持仓 · 2026年Q2
Plimoth Trust Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 175 只证券，申报市值合计 5.01 亿美元。前几大持仓：AAPL（6.23%）、NVDA（5.17%）、MSFT（4.17%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple, Inc. | $31.2M | 6.23% | 107,732 | 减持 |
| 2 | NVDA | Nvidia Corporation | $25.9M | 5.17% | 129,513 | 增持 |
| 3 | MSFT | Microsoft Corp | $20.9M | 4.17% | 55,939 | 增持 |
| 4 | GOOGL | Alphabet Inc. Cl A | $19.1M | 3.82% | 53,553 | 减持 |
| 5 | AMAT | Applied Materials Inc. | $18.9M | 3.76% | 26,073 | 减持 |
| 6 | AMZN | Amazon.Com, Inc. | $15.8M | 3.15% | 66,146 | 增持 |
| 7 | JPM | JPMorgan Chase & Company | $14.0M | 2.80% | 42,859 | 减持 |
| 8 | DELL | Dell Technologies Inc | $13.7M | 2.73% | 31,651 | 减持 |
| 9 | CAT | Caterpillar Inc. | $11.2M | 2.24% | 10,522 | 减持 |
| 10 | LLY | Lilly, Eli & Co | $11.0M | 2.20% | 9,201 | 增持 |
| 11 | WMT | Wal-Mart Stores Inc | $8.3M | 1.65% | 72,886 | 减持 |
| 12 | MRK | Merck & Co. Inc. | $8.1M | 1.62% | 63,317 | 减持 |
| 13 | AVGO | Broadcom Inc | $8.0M | 1.59% | 21,047 | 增持 |
| 14 | JNJ | Johnson & Johnson | $7.8M | 1.56% | 30,772 | 减持 |
| 15 | PANW | Palo Alto Networks Inc. | $7.8M | 1.55% | 22,728 | 增持 |
| 16 | XOM | Exxon Mobil Corporation (OLD) | $7.3M | 1.46% | 53,545 | 增持 |
| 17 | AGG | Ishares Core U.S. Aggregate-ETF | $7.1M | 1.41% | 71,571 | 减持 |
| 18 | V | Visa, Inc. | $6.7M | 1.34% | 19,544 | 增持 |
| 19 | XLK | State Street Tech Select Sector SPDR ETF | $6.6M | 1.32% | 34,758 | 减持 |
| 20 | RTX | RTX Corporation | $6.5M | 1.30% | 34,243 | 增持 |
| 21 | IQLT | Ishares MSCI International Quality-ETF | $6.3M | 1.25% | 126,424 | 减持 |
| 22 | CB | Chubb Ltd | $5.2M | 1.03% | 15,117 | 减持 |
| 23 | META | Meta Platforms Inc | $5.2M | 1.03% | 9,150 | 增持 |
| 24 | ETN | Eaton Corp PLC | $5.1M | 1.02% | 11,972 | 增持 |
| 25 | BAC | Bank Of America Corporation | $5.0M | 1.00% | 88,169 | 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