Progressive Investment Management Corp 13F 持仓 · 2026年Q2
Progressive Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 56 只证券，申报市值合计 4.54 亿美元。前几大持仓：AAPL（9.34%）、NVDA（8.92%）、GOOG（8.33%）。本季前 25 大持仓中：增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $42.5M | 9.34% | 146,728 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $40.5M | 8.92% | 202,607 | 减持 |
| 3 | GOOG | ALPHABET INC | $37.9M | 8.33% | 107,153 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $29.6M | 6.51% | 79,247 | 减持 |
| 5 | AMZN | AMAZON COM INC | $25.8M | 5.67% | 108,086 | 减持 |
| 6 | KLAC | KLA CORP | $18.5M | 4.07% | 61,246 | 增持 |
| 7 | LRCX | LAM RESEARCH CORP | $17.8M | 3.91% | 40,962 | 减持 |
| 8 | AVGO | BROADCOM INC | $17.6M | 3.87% | 46,534 | 减持 |
| 9 | COST | COSTCO WHOLESALE CORPORATION | $15.9M | 3.50% | 16,977 | 减持 |
| 10 | APH | AMPHENOL CORP | $15.2M | 3.35% | 86,304 | 减持 |
| 11 | MCO | MOODYS CORP | $15.0M | 3.31% | 33,185 | 减持 |
| 12 | V | VISA INC | $14.2M | 3.13% | 41,395 | 减持 |
| 13 | AMAT | APPLIED MATLS INC | $13.2M | 2.91% | 18,317 | 减持 |
| 14 | FAST | FASTENAL CO | $11.9M | 2.62% | 248,271 | 减持 |
| 15 | ASML | ASML HLDG NV | $11.7M | 2.58% | 5,903 | 增持 |
| 16 | SPGI | S&P GLOBAL INC | $10.9M | 2.40% | 26,782 | 减持 |
| 17 | IDXX | IDEXX LABS INC | $10.5M | 2.32% | 19,990 | 减持 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $9.7M | 2.14% | 16,706 | 增持 |
| 19 | TT | TRANE TECHNOLOGIES PLC | $9.2M | 2.03% | 18,817 | 减持 |
| 20 | MA | MASTERCARD INCORPORATED | $9.1M | 2.01% | 17,798 | 减持 |
| 21 | MSCI | MSCI INC | $8.5M | 1.87% | 15,154 | 减持 |
| 22 | MU | MICRON TECHNOLOGY INC | $8.3M | 1.82% | 7,159 | 减持 |
| 23 | DHR | DANAHER CORP DEL | $8.2M | 1.81% | 43,158 | 减持 |
| 24 | GOOGL | ALPHABET INC | $6.5M | 1.44% | 18,309 | 减持 |
| 25 | LIN | LINDE PLC | $5.5M | 1.21% | 10,552 | 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