Silvercrest Asset Management Group LLC 13F 持仓 · 2026年Q2
Silvercrest Asset Management Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 843 只证券，申报市值合计 152.59 亿美元。前几大持仓：AVGO（2.03%）、GOOG（1.90%）、MSFT（1.55%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC COM | $309.9M | 2.03% | 820,278 | 减持 |
| 2 | GOOG | ALPHABET INC CAP STK CL C | $289.8M | 1.90% | 820,096 | 减持 |
| 3 | MSFT | MICROSOFT CORP COM | $236.8M | 1.55% | 634,750 | 减持 |
| 4 | AAPL | APPLE INC COM | $232.1M | 1.52% | 802,249 | 增持 |
| 5 | CSCO | CISCO SYS INC | $211.5M | 1.39% | 1.8M | 减持 |
| 6 | GOOGL | ALPHABET INC CAP STK CL A | $196.0M | 1.28% | 548,519 | 增持 |
| 7 | ESI | ELEMENT SOLUTIONS INC COM | $180.8M | 1.18% | 3.8M | 减持 |
| 8 | SNX | TD SYNNEX CORP | $170.8M | 1.12% | 638,867 | 减持 |
| 9 | LFUS | LITTELFUSE INC COM | $156.4M | 1.03% | 343,546 | 减持 |
| 10 | DAL | DELTA AIR LINES INC DEL COM NEW | $151.9M | 1.00% | 1.6M | 减持 |
| 11 | IWF | ISHARES TR | $151.6M | 0.99% | 1.2M | 增持 |
| 12 | ETN | EATON CORP PLC SHS | $147.3M | 0.97% | 345,698 | 增持 |
| 13 | ACA | ARCOSA INC COM | $138.4M | 0.91% | 952,619 | 减持 |
| 14 | BWA | BORGWARNER INC COM | $139.0M | 0.91% | 2.1M | 减持 |
| 15 | JNJ | JOHNSON & JOHNSON COM | $138.9M | 0.91% | 546,930 | 减持 |
| 16 | WMB | WILLIAMS COS INC DEL COM | $137.9M | 0.90% | 1.9M | 减持 |
| 17 | AME | AMETEK INC COM | $131.5M | 0.86% | 543,388 | 减持 |
| 18 | COLB | COLUMBIA BKG SYS INC COM | $128.4M | 0.84% | 4.0M | 减持 |
| 19 | NVDA | NVIDIA CORP COM | $124.8M | 0.82% | 623,601 | 增持 |
| 20 | PNC | PNC FINL SVCS GROUP INC COM | $124.6M | 0.82% | 506,183 | 减持 |
| 21 | USFD | US FOODS HLDG CORP COM | $122.1M | 0.80% | 1.2M | 减持 |
| 22 | ESE | ESCO TECHNOLOGIES INC COM | $120.4M | 0.79% | 343,856 | 减持 |
| 23 | AMZN | AMAZON COM INC COM | $119.2M | 0.78% | 500,208 | 增持 |
| 24 | ATO | ATMOS ENERGY CORP COM | $117.6M | 0.77% | 682,414 | 减持 |
| 25 | META | META PLATFORMS INC CL A | $117.4M | 0.77% | 208,362 | 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