Private Harbour Investment Management & Counsel, LLC 13F 持仓 · 2026年Q2
Private Harbour Investment Management & Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 8,429.47 万美元。前几大持仓：IAU（16.13%）、NVDA（7.81%）、SLV（6.15%）。本季前 25 大持仓中：增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | $13.6M | 16.13% | 180,105 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $6.6M | 7.81% | 32,913 | 减持 |
| 3 | SLV | ISHARES SILVER TR | $5.2M | 6.15% | 96,878 | 减持 |
| 4 | GOOGL | ALPHABET INC | $4.8M | 5.74% | 13,544 | 减持 |
| 5 | AAPL | APPLE INC | $4.6M | 5.49% | 16,004 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $4.5M | 5.31% | 12,008 | 增持 |
| 7 | ETN | EATON CORP PLC | $4.0M | 4.76% | 9,417 | 减持 |
| 8 | XOM | EXXON MOBIL CORP | $3.7M | 4.41% | 27,220 | 减持 |
| 9 | AMZN | AMAZON COM INC | $3.1M | 3.73% | 13,175 | 增持 |
| 10 | WCC | WESCO INTL INC | $2.6M | 3.08% | 7,515 | 减持 |
| 11 | WMT | WALMART INC | $2.5M | 2.96% | 22,034 | 减持 |
| 12 | GLD | SPDR GOLD TR | $2.4M | 2.87% | 6,573 | 减持 |
| 13 | VRTX | VERTEX PHARMACEUTICALS INC | $2.2M | 2.59% | 4,395 | 增持 |
| 14 | CHKP | CHECK POINT SOFTWARE TECH LT | $2.1M | 2.52% | 16,170 | 增持 |
| 15 | PG | PROCTER & GAMBLE CO | $2.1M | 2.44% | 14,025 | 增持 |
| 16 | PEP | PEPSICO INC | $2.0M | 2.39% | 14,897 | 减持 |
| 17 | V | VISA INC | $1.9M | 2.26% | 5,546 | 减持 |
| 18 | ATR | APTARGROUP INC | $1.6M | 1.84% | 12,402 | 减持 |
| 19 | TJX | TJX COS INC NEW | $1.4M | 1.62% | 9,009 | 减持 |
| 20 | PSQ | PROSHARES TR | $1.3M | 1.57% | 52,665 | 减持 |
| 21 | CVX | CHEVRON CORPORATION | $1.3M | 1.56% | 7,917 | 减持 |
| 22 | SYK | STRYKER CORPORATION | $1.2M | 1.47% | 3,927 | 增持 |
| 23 | LHX | L3HARRIS TECHNOLOGIES INC | $1.2M | 1.42% | 4,118 | 减持 |
| 24 | ABT | ABBOTT LABORATORIES | $1.2M | 1.38% | 12,817 | 增持 |
| 25 | WEC | WEC ENERGY GROUP INC | $966,856 | 1.15% | 8,280 | 持平 |
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