Tilia Fiduciary Partners, Inc. 13F 持仓 · 2026年Q3
Tilia Fiduciary Partners 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 114 只证券，申报市值合计 2.17 亿美元。前几大持仓：AMD（4.87%）、AAPL（4.75%）、VEU（4.66%）。本季前 25 大持仓中：新建仓 1 只、增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC COM | $10.6M | 4.87% | 17,258 | 减持 |
| 2 | AAPL | APPLE INC | $10.3M | 4.75% | 30,943 | 减持 |
| 3 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $10.1M | 4.66% | 121,762 | 增持 |
| 4 | VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $10.1M | 4.64% | 106,532 | 减持 |
| 5 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $7.8M | 3.58% | 39,720 | 增持 |
| 6 | MSFT | MICROSOFT | $7.0M | 3.25% | 13,742 | 减持 |
| 7 | VLO | VALERO ENERGY CORP | $7.0M | 3.22% | 18,048 | 减持 |
| 8 | GOOGL | GOOGLE INC | $6.8M | 3.15% | 19,864 | 减持 |
| 9 | KLAC | KLA-TENCOR CORP | $6.2M | 2.85% | 31,757 | 减持 |
| 10 | AMZN | AMAZON COM INC COM | $4.8M | 2.22% | 19,344 | 增持 |
| 11 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $4.7M | 2.16% | 74,502 | 增持 |
| 12 | V | VISA INC | $4.7M | 2.15% | 12,951 | 增持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.6M | 2.13% | 9,288 | 增持 |
| 14 | MCK | MCKESSON CORP | $4.6M | 2.10% | 5,344 | 增持 |
| 15 | META | META PLATFORMS INC CL A | $4.4M | 2.05% | 6,122 | 增持 |
| 16 | MAR | MARRIOTT INTL INC NEW CL A | $4.1M | 1.87% | 11,408 | 增持 |
| 17 | WMT | WALMART INC COM | $4.0M | 1.84% | 38,338 | 增持 |
| 18 | VOO | VANGUARD S&P 500 ETF | $3.8M | 1.77% | 5,476 | 增持 |
| 19 | HCA | HCA INC | $3.5M | 1.62% | 8,254 | 增持 |
| 20 | GILD | GILEAD SCIENCES INC | $3.3M | 1.53% | 22,203 | 增持 |
| 21 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $3.3M | 1.53% | 20,334 | 增持 |
| 22 | EME | EMCOR GROUP INC COM | $3.3M | 1.52% | 4,377 | 增持 |
| 23 | ETN | EATON CORP PLC SHS | $3.1M | 1.44% | 7,269 | 增持 |
| 24 | DELL | DELL TECHNOLOGIES INC CL C | $3.0M | 1.41% | 5,666 | 新建仓 |
| 25 | AJG | GALLAGHER ARTHUR J & CO COM | $2.9M | 1.36% | 12,892 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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