SlateStone Wealth, LLC 13F 持仓 · 2026年Q2
SlateStone Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 295 只证券，申报市值合计 13.06 亿美元。前几大持仓：AAPL（4.45%）、NVDA（3.98%）、QUAL（3.47%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | $58.2M | 4.45% | 201,006 | 减持 |
| 2 | NVDA | NVIDIA Corp | $52.0M | 3.98% | 260,075 | 减持 |
| 3 | QUAL | iShares USA Quality Fctr | $45.3M | 3.47% | 206,345 | 增持 |
| 4 | MSFT | Microsoft Corp | $36.0M | 2.76% | 96,615 | 减持 |
| 5 | GOOGL | Alphabet Inc Cap Stock Cl A | $35.3M | 2.70% | 98,791 | 减持 |
| 6 | VXF | Vanguard Index Funds EXTEND MK | $35.0M | 2.68% | 142,041 | 减持 |
| 7 | CAT | Caterpillar Inc | $34.2M | 2.62% | 32,129 | 减持 |
| 8 | AMZN | Amazon.com Inc | $26.9M | 2.06% | 112,677 | 减持 |
| 9 | JPM | JPMorgan Chase & Co | $25.4M | 1.95% | 77,730 | 增持 |
| 10 | APH | Amphenol Corp Cl A | $25.2M | 1.93% | 143,062 | 减持 |
| 11 | IWD | iShares Russell 1000 Val ETF | $22.4M | 1.72% | 92,514 | 增持 |
| 12 | IWF | iShares Russell 1000 Growth ET | $22.3M | 1.71% | 179,545 | 增持 |
| 13 | SPY | STATE STREET SPDR S&P 500 ETF | $21.6M | 1.65% | 28,878 | 减持 |
| 14 | ASML | ASML Holding NV NY Registry | $19.5M | 1.49% | 9,808 | 增持 |
| 15 | JNJ | Johnson & Johnson | $18.9M | 1.45% | 74,534 | 增持 |
| 16 | CSCO | Cisco Systems Inc | $17.7M | 1.36% | 150,932 | 增持 |
| 17 | CVX | Chevron Corp | $17.4M | 1.33% | 104,788 | 增持 |
| 18 | BND | Vanguard Total Bond Mkt | $16.7M | 1.28% | 227,764 | 减持 |
| 19 | CB | Chubb Limited | $16.6M | 1.27% | 48,599 | 增持 |
| 20 | FMHI | First Trust ETF Muni High Inc | $16.4M | 1.26% | 339,168 | 减持 |
| 21 | BRKB | Berkshire Hathaway Inc Cl B | $16.1M | 1.24% | 32,235 | 减持 |
| 22 | MRK | Merck & Co Inc | $15.1M | 1.16% | 117,597 | 减持 |
| 23 | PEP | PepsiCo Inc | $15.2M | 1.16% | 112,033 | 减持 |
| 24 | IEFA | iShares Core MSCI EAFE | $15.0M | 1.15% | 154,835 | 增持 |
| 25 | EMXC | Ishares MSCI EMRG CHN | $14.9M | 1.14% | 146,086 | 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