Westpac Banking Corp 13F 持仓 · 2026年Q2
Westpac Banking 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 498 只证券，申报市值合计 16.24 亿美元。前几大持仓：NVDA（8.44%）、AAPL（6.41%）、GOOGL（5.44%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $137.0M | 8.44% | 684,897 | 增持 |
| 2 | AAPL | APPLE INC | $104.1M | 6.41% | 359,807 | 减持 |
| 3 | GOOGL | ALPHABET INC | $88.4M | 5.44% | 247,414 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $73.2M | 4.51% | 196,287 | 减持 |
| 5 | AMZN | AMAZON COM INC | $50.9M | 3.13% | 213,619 | 减持 |
| 6 | AVGO | BROADCOM INC | $46.8M | 2.88% | 123,873 | 增持 |
| 7 | JPM | JPMORGAN CHASE & CO | $29.1M | 1.79% | 88,855 | 增持 |
| 8 | MU | MICRON TECHNOLOGY INC | $28.4M | 1.75% | 24,579 | 增持 |
| 9 | META | META PLATFORMS INC | $27.1M | 1.67% | 48,156 | 增持 |
| 10 | C | CITIGROUP INC | $24.9M | 1.53% | 177,732 | 减持 |
| 11 | TSLA | TESLA INC | $22.6M | 1.39% | 53,667 | 增持 |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $19.5M | 1.20% | 33,512 | 增持 |
| 13 | CSCO | CISCO SYS INC | $19.3M | 1.19% | 164,117 | 减持 |
| 14 | LLY | ELI LILLY & CO | $17.9M | 1.10% | 14,902 | 增持 |
| 15 | WELL | WELLTOWER INC | $15.9M | 0.98% | 70,125 | 增持 |
| 16 | APH | AMPHENOL CORP | $15.7M | 0.96% | 88,885 | 增持 |
| 17 | GOOG | ALPHABET INC | $15.5M | 0.96% | 44,002 | 增持 |
| 18 | MA | MASTERCARD INCORPORATED | $14.1M | 0.87% | 27,362 | 增持 |
| 19 | EQIX | EQUINIX INC | $14.0M | 0.86% | 13,475 | 减持 |
| 20 | UNH | UNITEDHEALTH GROUP INC | $13.7M | 0.84% | 32,963 | 增持 |
| 21 | WDC | WESTERN DIGITAL CORP | $13.2M | 0.81% | 20,712 | 减持 |
| 22 | ADI | ANALOG DEVICES INC | $12.8M | 0.79% | 32,271 | 增持 |
| 23 | KLAC | KLA CORP | $12.4M | 0.76% | 41,101 | 增持 |
| 24 | JNJ | JOHNSON & JOHNSON | $11.1M | 0.69% | 43,862 | 增持 |
| 25 | V | VISA INC | $11.1M | 0.68% | 32,331 | 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