S&G Foundation 13F 持仓 · 2026年Q2
S&G Foundation 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 21.45 亿美元。前几大持仓：JPM（39.94%）、BRK/A（23.21%）、AXP（10.11%）。本季前 25 大持仓中：新建仓 1 只、增持 1 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMorgan Chase & Co. | $856.8M | 39.94% | 2.6M | 持平 |
| 2 | BRK/A | Berkshire Hathaway Inc. Class A | $498.0M | 23.21% | 665 | 持平 |
| 3 | AXP | American Express Company | $216.9M | 10.11% | 641,100 | 持平 |
| 4 | INFQ | Infleqtion Inc. | $154.2M | 7.19% | 11.6M | 新建仓 |
| 5 | BRKB | Berkshire Hathaway Inc. Class B | $99.3M | 4.63% | 198,400 | 持平 |
| 6 | GS | Goldman Sachs Group Inc. | $82.5M | 3.85% | 81,600 | 减持 |
| 7 | VMRK | Equity Residential SBI | $81.5M | 3.80% | 1.2M | 持平 |
| 8 | BNY | Bank of New York Mellon Corporation | $36.3M | 1.69% | 251,000 | 持平 |
| 9 | USB | US Bancorp | $33.8M | 1.58% | 560,000 | 持平 |
| 10 | WAL | Western Alliance Bancorporation | $30.9M | 1.44% | 375,638 | 持平 |
| 11 | WFC | Wells Fargo & Co. | $20.9M | 0.98% | 253,314 | 持平 |
| 12 | PGR | Progressive Corporation | $18.8M | 0.88% | 86,200 | 持平 |
| 13 | STT | State Street Corporation | $4.4M | 0.20% | 25,773 | 增持 |
| 14 | MA | MasterCard Incorporated | $3.6M | 0.17% | 7,000 | 持平 |
| 15 | STTK | Shattuck Labs Inc. | $3.0M | 0.14% | 435,749 | 持平 |
| 16 | ECL | Ecolab Inc. | $2.7M | 0.13% | 9,740 | 持平 |
| 17 | SCHW | Charles Schwab Corporation | $999,930 | 0.05% | 10,837 | 持平 |
| 18 | AIG | American International Group Inc. | $223,590 | 0.01% | 3,000 | 持平 |
| 19 | WRB | W.R. Berkley Corporation | $238,039 | 0.01% | 3,375 | 持平 |
| 20 | ACN | Accenture PLC | $37,332 | 0.00% | 300 | 持平 |
| 21 | BABA | Alibaba Group Holding | $76,784 | 0.00% | 800 | 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