Vancity Investment Management Ltd 13F 持仓 · 2026年Q2
Vancity Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 92 只证券，申报市值合计 6.66 亿美元。前几大持仓：MSFT（7.66%）、GOOG（7.03%）、AMZN（6.72%）。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 | MSFT | MICROSOFT CORP | $51.0M | 7.66% | 136,824 | 减持 |
| 2 | GOOG | ALPHABET INC-CL C | $46.9M | 7.03% | 132,631 | 减持 |
| 3 | AMZN | AMAZON.COM INC | $44.8M | 6.72% | 187,780 | 减持 |
| 4 | AAPL | APPLE INC | $40.0M | 6.01% | 138,312 | 增持 |
| 5 | V | VISA INC-CLASS A SHARES | $34.0M | 5.10% | 99,109 | 减持 |
| 6 | NVDA | NVIDIA CORP | $30.6M | 4.59% | 152,801 | 减持 |
| 7 | MCO | MOODY'S CORP | $23.2M | 3.48% | 51,260 | 增持 |
| 8 | TXN | TEXAS INSTRUMENTS INC | $21.7M | 3.26% | 72,946 | 减持 |
| 9 | GOOGL | ALPHABET INC-CL A | $21.1M | 3.17% | 59,044 | 减持 |
| 10 | COST | COSTCO WHOLESALE CORP | $17.5M | 2.62% | 18,662 | 增持 |
| 11 | DHR | DANAHER CORP | $17.4M | 2.61% | 91,357 | 减持 |
| 12 | NOW | SERVICENOW INC | $16.5M | 2.48% | 166,167 | 减持 |
| 13 | AZO | AUTOZONE INC | $15.6M | 2.35% | 4,890 | 减持 |
| 14 | ELV | ELEVANCE HEALTH INC | $15.2M | 2.29% | 39,394 | 增持 |
| 15 | EW | EDWARDS LIFESCIENCES CORP | $15.2M | 2.28% | 167,876 | 增持 |
| 16 | MELI | MERCADOLIBRE INC | $14.2M | 2.14% | 8,389 | 减持 |
| 17 | TT | TRANE TECHNOLOGIES PLC | $13.9M | 2.09% | 28,381 | 减持 |
| 18 | JPM | JPMORGAN CHASE & CO | $13.3M | 1.99% | 40,566 | 增持 |
| 19 | CPRT | COPART INC | $13.2M | 1.98% | 468,837 | 减持 |
| 20 | FERG | FERGUSON ENTERPRISES INC | $13.0M | 1.95% | 54,649 | 减持 |
| 21 | LIN | LINDE PLC | $12.8M | 1.92% | 24,673 | 减持 |
| 22 | MRSH | MARSH & MCLENNAN COS | $12.1M | 1.81% | 72,512 | 减持 |
| 23 | AVGO | BROADCOM INC | $11.8M | 1.77% | 31,315 | 增持 |
| 24 | NDAQ | NASDAQ INC | $11.5M | 1.73% | 146,127 | 减持 |
| 25 | ICE | INTERCONTINENTAL EXCHANGE IN | $11.2M | 1.68% | 91,045 | 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