Professional Advisory Services Inc 13F 持仓 · 2026年Q3
Professional Advisory Services 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 90 只证券，申报市值合计 8.37 亿美元。前几大持仓：MSFT（4.90%）、GOOG（4.82%）、TMO（4.08%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT | $41.0M | 4.90% | 79,907 | 减持 |
| 2 | GOOG | ALPHABET, INC. CLASS C | $40.3M | 4.82% | 118,368 | 增持 |
| 3 | TMO | THERMO FISHER SCIENTIFIC | $34.2M | 4.08% | 50,612 | 减持 |
| 4 | AMZN | AMAZON | $33.9M | 4.05% | 135,930 | 减持 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC-B | $31.5M | 3.76% | 63,230 | 减持 |
| 6 | AZN | ASTRAZENECA PLC | $29.7M | 3.55% | 181,963 | 增持 |
| 7 | AAPL | APPLE | $29.2M | 3.49% | 87,620 | 减持 |
| 8 | IJH | ISHARES TR S&P MID ETF | $28.0M | 3.35% | 389,558 | 增持 |
| 9 | APH | AMPHENOL CORP | $27.6M | 3.30% | 327,395 | 增持 |
| 10 | SYK | STRYKER | $27.3M | 3.26% | 98,993 | 增持 |
| 11 | AJG | ARTHUR J. GALLAGHER | $27.0M | 3.22% | 118,284 | 增持 |
| 12 | ELV | ELEVANCE HEALTH INC | $26.6M | 3.18% | 68,530 | 减持 |
| 13 | AMD | ADVANCED MICRO DEVICES | $26.3M | 3.14% | 42,916 | 减持 |
| 14 | BKNG | BOOKING HOLDINGS | $26.3M | 3.14% | 161,271 | 增持 |
| 15 | J | JACOBS SOLUTIONS INC | $26.3M | 3.14% | 194,156 | 减持 |
| 16 | ADI | ANALOG DEVICES | $26.1M | 3.12% | 65,864 | 增持 |
| 17 | V | VISA INC | $23.8M | 2.85% | 66,272 | 减持 |
| 18 | T | AT&T | $23.3M | 2.78% | 954,616 | 减持 |
| 19 | PEP | PEPSICO | $23.1M | 2.76% | 182,030 | 减持 |
| 20 | XLE | SELECT SECTOR SPDR TR EGY | $23.0M | 2.75% | 374,358 | 新建仓 |
| 21 | SPGI | S&P GLOBAL, INC. | $22.6M | 2.70% | 57,215 | 增持 |
| 22 | SYY | SYSCO CORP | $22.6M | 2.70% | 289,876 | 减持 |
| 23 | USB | US BANCORP | $22.3M | 2.66% | 385,835 | 减持 |
| 24 | GD | GENERAL DYNAMICS COPR | $21.9M | 2.62% | 66,048 | 减持 |
| 25 | TJX | TJX COMPANIES | $21.9M | 2.62% | 165,436 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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