Rathbones Group PLC 13F 持仓 · 2026年Q2
Rathbones Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 665 只证券，申报市值合计 271.44 亿美元。前几大持仓：AZN（5.50%）、GOOGL（5.25%）、MSFT（5.08%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AZN | ASTRAZENECA PLC USD0.25 Ordinary Shares | $1.49B | 5.50% | 8.0M | 减持 |
| 2 | GOOGL | ALPHABET INC USD0.001 Cls A Cap Stock | $1.42B | 5.25% | 4.0M | 减持 |
| 3 | MSFT | MICROSOFT CORP USD 0.00000625 Common Stock | $1.38B | 5.08% | 3.7M | 增持 |
| 4 | NVDA | NVIDIA CORP USD0.001 Common Stock | $1.28B | 4.70% | 6.4M | 增持 |
| 5 | AMZN | AMAZON COM INC USD0.01 Common Stock | $1.22B | 4.50% | 5.1M | 减持 |
| 6 | V | VISA INC USD0.0001 Common Stock | $1.08B | 3.96% | 3.1M | 减持 |
| 7 | AAPL | APPLE INC (UK Quoted) NPV Common Stock | $988.6M | 3.64% | 3.4M | 增持 |
| 8 | JPM | JP MORGAN CHASE & CO USD1 Common Stock | $901.2M | 3.32% | 2.8M | 增持 |
| 9 | APH | AMPHENOL CORP USD0.001 Cls A Common Stock | $559.1M | 2.06% | 3.2M | 增持 |
| 10 | LLY | LILLY (ELI) & CO NPV Common Stock | $536.9M | 1.98% | 447,654 | 增持 |
| 11 | GOOG | ALPHABET INC USD0.001 Cls C Common Stock | $523.4M | 1.93% | 1.5M | 减持 |
| 12 | TSM | TAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share | $524.8M | 1.93% | 1.1M | 增持 |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC USD1 Common Stock | $504.1M | 1.86% | 1.0M | 增持 |
| 14 | KO | COCA-COLA CO USD0.25 Common Stock | $491.8M | 1.81% | 6.1M | 增持 |
| 15 | BRKB | BERKSHIRE HATHAWAY INC USD0.0033 Cls B Com Stk | $482.5M | 1.78% | 964,265 | 减持 |
| 16 | AVGO | BROADCOM CORP USD1 Common Stock | $447.9M | 1.65% | 1.2M | 增持 |
| 17 | META | META PLATFORMS INC USD0.000006 Cls A Common Stock | $390.5M | 1.44% | 693,261 | 增持 |
| 18 | GS | GOLDMAN SACHS GROUP USD0.01 Common Stock | $372.5M | 1.37% | 368,322 | 增持 |
| 19 | CRH | CRH EUR0.32 Ord Shs (Primary List) | $315.7M | 1.16% | 3.0M | 增持 |
| 20 | MRSH | MARSH INC USD1 Common Stock | $288.8M | 1.06% | 1.7M | 增持 |
| 21 | LIN | LINDE PLC EUR0.001 Common Shares | $283.3M | 1.04% | 545,835 | 减持 |
| 22 | ABT | ABBOTT LABORATORIES NPV Common Stock | $279.0M | 1.03% | 3.1M | 减持 |
| 23 | PANW | PALO ALTO NETWORKS INC USD0.0001 Common Stock | $279.4M | 1.03% | 819,290 | 减持 |
| 24 | TTE | TOTALENERGIES SE EUR2.5 Shares | $251.5M | 0.93% | 3.2M | 增持 |
| 25 | MA | MASTERCARD INC USD0.0001 Class A Common Stock | $250.5M | 0.92% | 487,693 | 减持 |
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