Saranac Partners Ltd 13F 持仓 · 2026年Q2
Saranac Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 112 只证券，申报市值合计 3.43 亿美元。前几大持仓：SPY（7.39%）、GOOGL（4.96%）、AMZN（3.64%）。本季前 25 大持仓中：增持 24 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $25.3M | 7.39% | 339 | 增持 |
| 2 | GOOGL | ALPHABET INC | $17.0M | 4.96% | 47,667 | 增持 |
| 3 | AMZN | AMAZON COM INC | $12.5M | 3.64% | 52,274 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $12.3M | 3.60% | 33,123 | 增持 |
| 5 | AVGO | BROADCOM INC | $11.8M | 3.45% | 31,361 | 增持 |
| 6 | MA | MASTERCARD INCORPORATED | $11.4M | 3.34% | 22,280 | 增持 |
| 7 | BAC | BANK OF AMER CORP | $10.6M | 3.08% | 185,068 | 增持 |
| 8 | ABBV | ABBVIE INC | $10.4M | 3.02% | 41,086 | 增持 |
| 9 | AMAT | APPLIED MATLS INC | $9.6M | 2.80% | 13,348 | 减持 |
| 10 | AAPL | APPLE INC | $9.5M | 2.78% | 32,986 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION | $8.9M | 2.59% | 44,511 | 增持 |
| 12 | AME | AMETEK INC | $8.8M | 2.57% | 36,544 | 增持 |
| 13 | TJX | TJX COS INC NEW | $8.7M | 2.55% | 57,765 | 增持 |
| 14 | UNH | UNITEDHEALTH GROUP INC | $8.3M | 2.43% | 20,032 | 增持 |
| 15 | TT | TRANE TECHNOLOGIES PLC | $7.9M | 2.31% | 16,138 | 增持 |
| 16 | WMT | WALMART INC | $7.6M | 2.22% | 67,120 | 增持 |
| 17 | DHR | DANAHER CORP DEL | $7.4M | 2.17% | 39,035 | 增持 |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.2M | 2.10% | 15,133 | 增持 |
| 19 | HBAN | HUNTINGTON BANCSHARES INC | $7.2M | 2.09% | 404,420 | 增持 |
| 20 | ISRG | INTUITIVE SURGICAL INC | $7.1M | 2.08% | 17,880 | 增持 |
| 21 | ECL | ECOLAB INC | $7.0M | 2.03% | 24,981 | 增持 |
| 22 | CP | CANADIAN PACIFIC KANSAS CITY | $6.8M | 1.98% | 78,062 | 增持 |
| 23 | ICE | INTERCONTINENTAL EXCHANGE IN | $6.6M | 1.93% | 53,694 | 增持 |
| 24 | BSX | BOSTON SCIENTIFIC CORP | $6.4M | 1.87% | 150,265 | 增持 |
| 25 | ANET | ARISTA NETWORKS INC | $6.0M | 1.75% | 35,477 | 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