Silver Lake Advisory, LLC 13F 持仓 · 2026年Q2
Silver Lake Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 109 只证券，申报市值合计 2.80 亿美元。前几大持仓：GLW（4.47%）、ABBV（4.23%）、VIGI（4.20%）。本季前 25 大持仓中：新建仓 1 只、增持 2 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | $12.5M | 4.47% | 48,943 | 减持 |
| 2 | ABBV | ABBVIE INC | $11.8M | 4.23% | 47,073 | 减持 |
| 3 | VIGI | VANGUARD WHITEHALL FDS | $11.7M | 4.20% | 125,809 | 减持 |
| 4 | SGOV | ISHARES TR | $11.4M | 4.07% | 113,151 | 减持 |
| 5 | CSCO | CISCO SYS INC | $11.2M | 4.00% | 95,213 | 减持 |
| 6 | AMAT | APPLIED MATLS INC | $9.1M | 3.24% | 12,550 | 减持 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $9.0M | 3.22% | 18,024 | 减持 |
| 8 | JNJ | JOHNSON & JOHNSON | $8.1M | 2.90% | 31,985 | 减持 |
| 9 | KMI | KINDER MORGAN INC DEL | $7.3M | 2.62% | 229,265 | 减持 |
| 10 | RF | REGIONS FINANCIAL CORP NEW | $6.8M | 2.44% | 226,370 | 减持 |
| 11 | UNM | UNUM GROUP | $6.5M | 2.34% | 73,190 | 减持 |
| 12 | DLR | DIGITAL RLTY TR INC | $5.9M | 2.12% | 33,049 | 减持 |
| 13 | MET | METLIFE INC | $5.9M | 2.12% | 70,081 | 减持 |
| 14 | PAYX | PAYCHEX INC | $5.2M | 1.87% | 53,178 | 减持 |
| 15 | ABT | ABBOTT LABORATORIES | $5.2M | 1.85% | 56,977 | 减持 |
| 16 | NVT | NVENT ELEC PLC | $5.0M | 1.77% | 29,259 | 减持 |
| 17 | SPSB | SPDR SERIES TRUST | $4.9M | 1.75% | 162,963 | 增持 |
| 18 | FSLR | FIRST SOLAR INC | $4.8M | 1.71% | 20,238 | 减持 |
| 19 | GRMN | GARMIN LTD | $4.5M | 1.62% | 19,081 | 减持 |
| 20 | ENS | ENERSYS | $4.5M | 1.61% | 19,244 | 减持 |
| 21 | MSFT | MICROSOFT CORP | $4.4M | 1.58% | 11,849 | 减持 |
| 22 | XYL | XYLEM INC | $4.4M | 1.56% | 36,911 | 新建仓 |
| 23 | JKHY | HENRY JACK & ASSOC INC | $4.2M | 1.51% | 30,698 | 增持 |
| 24 | DOCU | DOCUSIGN INC | $4.0M | 1.41% | 89,012 | 减持 |
| 25 | ZM | ZOOM COMMUNICATIONS INC | $3.9M | 1.41% | 45,590 | 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