Princeton Global Asset Management LLC 13F 持仓 · 2026年Q2
Princeton Global Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 831 只证券，申报市值合计 6.98 亿美元。前几大持仓：TSM（6.74%）、AVGO（5.83%）、MSFT（3.85%）。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 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $47.0M | 6.74% | 98,482 | 增持 |
| 2 | AVGO | BROADCOM INC COM | $40.7M | 5.83% | 107,614 | 减持 |
| 3 | MSFT | MICROSOFT CORP COM | $26.9M | 3.85% | 71,980 | 增持 |
| 4 | PWR | QUANTA SVCS INC COM | $25.4M | 3.64% | 35,293 | 减持 |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $23.3M | 3.33% | 65,113 | 增持 |
| 6 | JPM | JPMORGAN CHASE & CO COM | $21.1M | 3.02% | 64,373 | 减持 |
| 7 | AAPL | APPLE INC COM | $15.6M | 2.24% | 54,021 | 减持 |
| 8 | BX | BLACKSTONE INC COM | $13.8M | 1.97% | 116,857 | 减持 |
| 9 | ETR | ENTERGY CORP NEW COM | $13.3M | 1.90% | 115,709 | 增持 |
| 10 | CRH | CRH PLC ORD | $12.6M | 1.80% | 117,582 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION COM | $12.5M | 1.79% | 62,315 | 增持 |
| 12 | GOOG | ALPHABET INC CAP STK CL C | $12.2M | 1.75% | 34,642 | 减持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $11.7M | 1.68% | 23,432 | 减持 |
| 14 | V | VISA INC COM CL A | $11.6M | 1.66% | 33,827 | 减持 |
| 15 | LRCX | LAM RESEARCH CORP COM NEW | $11.1M | 1.59% | 25,602 | 减持 |
| 16 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $10.6M | 1.52% | 139,603 | 减持 |
| 17 | JNJ | JOHNSON & JOHNSON COM | $10.6M | 1.52% | 41,882 | 增持 |
| 18 | APH | AMPHENOL CORP CL A | $9.8M | 1.41% | 55,859 | 增持 |
| 19 | CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $9.3M | 1.33% | 92,865 | 增持 |
| 20 | AMZN | AMAZON COM INC COM | $8.8M | 1.27% | 37,081 | 减持 |
| 21 | ETN | EATON CORP PLC SHS | $8.9M | 1.27% | 20,808 | 减持 |
| 22 | GLD | SPDR GOLD SHARES | $8.4M | 1.21% | 22,867 | 减持 |
| 23 | TPR | TAPESTRY INC COM | $7.9M | 1.14% | 54,300 | 增持 |
| 24 | BAC | BANK OF AMER CORP COM | $7.5M | 1.08% | 132,375 | 增持 |
| 25 | LIN | LINDE PLC SHS | $7.5M | 1.07% | 14,441 | 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