Reynders McVeigh Capital Management, LLC 13F 持仓 · 2026年Q2
Reynders McVeigh Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 196 只证券，申报市值合计 22.60 亿美元。前几大持仓：NVDA（8.20%）、AAPL（5.97%）、ROK（4.33%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. | $185.3M | 8.20% | 925,981 | 减持 |
| 2 | AAPL | Apple Inc. | $135.0M | 5.97% | 466,656 | 增持 |
| 3 | ROK | Rockwell Automation, Inc. | $97.7M | 4.33% | 197,440 | 增持 |
| 4 | ADI | Analog Devices Inc. | $95.7M | 4.23% | 240,828 | 减持 |
| 5 | APH | Amphenol Corporation | $89.2M | 3.95% | 505,694 | 减持 |
| 6 | GOOGL | Alphabet Inc. | $86.5M | 3.83% | 241,937 | 增持 |
| 7 | MSFT | Microsoft Corp. | $82.0M | 3.63% | 219,809 | 增持 |
| 8 | AMAT | Applied Materials Inc. | $76.6M | 3.39% | 105,987 | 增持 |
| 9 | MA | MasterCard Incorporated | $72.8M | 3.22% | 141,828 | 增持 |
| 10 | CARR | Carrier Global Corporation | $67.4M | 2.98% | 918,219 | 增持 |
| 11 | ULS | UL Solutions Inc. | $61.9M | 2.74% | 608,136 | 增持 |
| 12 | GOOG | Alphabet Inc. | $56.3M | 2.49% | 159,384 | 增持 |
| 13 | XYL | Xylem, Inc. | $47.8M | 2.12% | 404,420 | 增持 |
| 14 | TJX | The TJX Companies Inc. | $45.2M | 2.00% | 298,592 | 增持 |
| 15 | IBM | International Business Machines Corp. | $42.4M | 1.88% | 150,929 | 增持 |
| 16 | AVGO | Broadcom Inc | $42.2M | 1.87% | 111,710 | 增持 |
| 17 | SYK | Stryker Corporation | $42.3M | 1.87% | 134,256 | 增持 |
| 18 | ARM | Arm Holdings PLC | $40.4M | 1.79% | 114,025 | 减持 |
| 19 | DHR | Danaher Corporation | $40.5M | 1.79% | 212,366 | 增持 |
| 20 | AMZN | Amazon.com, Inc. | $39.8M | 1.76% | 166,954 | 增持 |
| 21 | CCK | Crown Holdings Inc | $39.7M | 1.76% | 355,461 | 增持 |
| 22 | ABT | Abbott Laboratories | $37.7M | 1.67% | 415,235 | 减持 |
| 23 | NET | Cloudflare Inc | $35.0M | 1.55% | 142,669 | 减持 |
| 24 | HD | Home Depot Inc. | $34.3M | 1.52% | 97,211 | 增持 |
| 25 | TMUS | T-Mobile US Inc | $34.3M | 1.52% | 204,751 | 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