United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 13F 持仓 · 2026年Q2
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 184 只证券，申报市值合计 55.88 亿美元。前几大持仓：NVDA（7.49%）、GOOGL（5.50%）、AAPL（4.91%）。本季前 25 大持仓中：增持 8 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $418.6M | 7.49% | 2.1M | 增持 |
| 2 | GOOGL | ALPHABET INC | $307.5M | 5.50% | 860,323 | 减持 |
| 3 | AAPL | APPLE INC | $274.4M | 4.91% | 948,434 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $236.5M | 4.23% | 634,050 | 减持 |
| 5 | AMZN | AMAZON COM INC | $221.7M | 3.97% | 930,283 | 减持 |
| 6 | META | META PLATFORMS INC | $129.8M | 2.32% | 230,356 | 减持 |
| 7 | AVGO | BROADCOM INC | $129.3M | 2.31% | 342,378 | 增持 |
| 8 | LRCX | LAM RESEARCH CORP | $123.8M | 2.21% | 285,584 | 减持 |
| 9 | LIN | LINDE PLC | $101.8M | 1.82% | 196,235 | 持平 |
| 10 | JPM | JPMORGAN CHASE & CO | $92.7M | 1.66% | 283,200 | 增持 |
| 11 | V | VISA INC | $92.2M | 1.65% | 268,638 | 减持 |
| 12 | MA | MASTERCARD INCORPORATED | $77.4M | 1.39% | 150,789 | 减持 |
| 13 | LLY | ELI LILLY & CO | $76.2M | 1.36% | 63,544 | 增持 |
| 14 | APH | AMPHENOL CORP | $70.9M | 1.27% | 402,208 | 减持 |
| 15 | C | CITIGROUP INC | $70.9M | 1.27% | 506,457 | 减持 |
| 16 | MAR | MARRIOTT INTL INC NEW | $71.0M | 1.27% | 191,597 | 减持 |
| 17 | CSCO | CISCO SYS INC | $70.1M | 1.26% | 597,127 | 减持 |
| 18 | AMAT | APPLIED MATLS INC | $69.6M | 1.25% | 96,308 | 减持 |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC | $68.2M | 1.22% | 135,932 | 持平 |
| 20 | QCOM | QUALCOMM INC | $63.8M | 1.14% | 345,422 | 减持 |
| 21 | BMY | BRISTOL-MYERS SQUIBB CO | $61.8M | 1.11% | 1.1M | 增持 |
| 22 | ABT | ABBOTT LABORATORIES | $60.4M | 1.08% | 665,664 | 持平 |
| 23 | MSCI | MSCI INC | $59.0M | 1.06% | 105,335 | 增持 |
| 24 | DELL | DELL TECHNOLOGIES INC | $58.6M | 1.05% | 135,754 | 减持 |
| 25 | GOOG | ALPHABET INC | $58.7M | 1.05% | 166,216 | 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