S&T Bank/PA 13F 持仓 · 2026年Q2
S&T Bank/PA 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 445 只证券，申报市值合计 3.33 亿美元。前几大持仓：SNDK（8.61%）、WDC（7.08%）、SEIM（6.75%）。本季前 25 大持仓中：新建仓 1 只、增持 7 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $28.7M | 8.61% | 12,622 | 减持 |
| 2 | WDC | WESTERN DIGITAL CORP | $23.6M | 7.08% | 36,959 | 减持 |
| 3 | SEIM | SEI EXCHANGE TRADED FUNDS | $22.5M | 6.75% | 400,776 | 增持 |
| 4 | SEIV | SEI EXCHANGE TRADED FUNDS | $21.9M | 6.58% | 456,582 | 增持 |
| 5 | SEIE | SEI EXCHANGE TRADED FUNDS | $20.8M | 6.25% | 586,454 | 增持 |
| 6 | FLEX | FLEX LTD | $20.2M | 6.07% | 124,797 | 减持 |
| 7 | SEIS | SEI EXCHANGE TRADED FUNDS | $11.6M | 3.47% | 344,912 | 增持 |
| 8 | SEEM | SEI EXCHANGE TRADED FUNDS | $10.6M | 3.17% | 263,451 | 增持 |
| 9 | SEIQ | SEI EXCHANGE TRADED FUNDS | $9.8M | 2.95% | 249,473 | 增持 |
| 10 | CMI | CUMMINS INC | $7.0M | 2.09% | 9,758 | 减持 |
| 11 | FFIV | F5 INC | $6.7M | 2.00% | 16,031 | 减持 |
| 12 | PANW | PALO ALTO NETWORKS INC | $5.3M | 1.59% | 15,499 | 减持 |
| 13 | LEND | SEI EXCHANGE TRADED FUNDS | $5.1M | 1.53% | 202,518 | 新建仓 |
| 14 | IDCC | INTERDIGITAL INC | $5.0M | 1.49% | 17,561 | 减持 |
| 15 | CORT | CORCEPT THERAPEUTICS INC | $4.8M | 1.45% | 55,553 | 减持 |
| 16 | ABBV | ABBVIE INC | $4.6M | 1.39% | 18,356 | 减持 |
| 17 | FTNT | FORTINET INC | $4.5M | 1.36% | 29,582 | 减持 |
| 18 | STBA | S & T BANCORP INC | $4.4M | 1.31% | 88,950 | 减持 |
| 19 | COR | CENCORA INC | $3.9M | 1.17% | 13,784 | 减持 |
| 20 | SNX | TD SYNNEX CORPORATION | $3.9M | 1.16% | 14,493 | 减持 |
| 21 | AX | AXOS FINANCIAL INC | $3.5M | 1.07% | 36,451 | 减持 |
| 22 | VTI | VANGUARD INDEX FDS | $3.5M | 1.04% | 9,397 | 持平 |
| 23 | VOO | VANGUARD INDEX FDS | $3.2M | 0.95% | 8,055 | 增持 |
| 24 | MSFT | MICROSOFT CORP | $3.1M | 0.94% | 8,428 | 减持 |
| 25 | ACM | AECOM | $2.9M | 0.87% | 41,375 | 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