13FBOX
First American Bank · 13F 持仓分析
期权收益计算器 机构排行

First American Bank

No.1889 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$17.89亿
环比变动 Q1 2026
+$1.96亿+12.3%
持仓股票数
205
新买入
23
加仓
68
减仓
77
清仓
6
持股不变
37
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
10.37%10.2%$1.85亿64.1万股$1.63亿64.1万股+321股+0.05%加仓
博通AVGO
6.71%6.22%$1.20亿31.8万股$9,913.0万32.0万股-2,429股-0.76%减仓
谷歌AGOOGL
5.67%5.13%$1.01亿28.4万股$8,173.8万28.4万股-293股-0.10%减仓
英伟达NVDA
4.3%4.2%$7,690.8万38.4万股$6,690.3万38.4万股+750股+0.20%加仓
微软MSFT
4.08%4.63%$7,301.0万19.6万股$7,386.7万20.0万股-3,824股-1.92%减仓
亚马逊AMZN
3.36%3.29%$6,011.4万25.2万股$5,248.4万25.2万股+219股+0.09%加仓
礼来LLY
3.31%2.92%$5,924.8万4.9万股$4,656.2万5.1万股-1,226股-2.42%减仓
摩根大通JPM
2.49%2.51%$4,460.2万13.6万股$4,002.2万13.6万股+204股+0.15%加仓
VisaV
2.32%2.3%$4,153.6万12.1万股$3,670.3万12.1万股-374股-0.31%减仓
百事可乐PEP
2.25%2.9%$4,022.6万29.7万股$4,621.7万29.8万股-527股-0.18%减仓
高盛GS
2.21%2.07%$3,949.9万3.9万股$3,295.6万3.9万股+99股+0.25%加仓
艾伯维ABBV
1.68%1.64%$3,013.2万12.0万股$2,608.5万12.0万股-192股-0.16%减仓
应用材料AMAT
1.6%0.84%$2,864.2万4.0万股$1,342.7万3.9万股+332股+0.85%加仓
Meta平台META
1.44%1.61%$2,579.2万4.6万股$2,563.7万4.5万股+980股+2.19%加仓
ANALOG DEVICES COMADI
1.28%1.15%$2,291.1万5.8万股$1,835.7万5.8万股-16股-0.03%减仓
V先锋领航指数基金VOO
1.26%1.08%$2,260.6万3.3万股$1,715.1万2.9万股+4,211股+14.67%加仓
伊顿ETN
1.24%1.17%$2,221.4万5.2万股$1,866.5万5.2万股-55股-0.11%减仓
TJXTJX
1.23%1.44%$2,198.4万14.5万股$2,294.8万14.4万股+1,411股+0.98%加仓
沃尔玛WMT
1.22%1.5%$2,178.1万19.2万股$2,397.1万19.3万股-571股-0.30%减仓
PALO ALTOPANW
1.21%0.64%$2,167.6万6.4万股$1,022.1万6.4万股-193股-0.30%减仓
VertivVRT
1.17%1.03%$2,091.4万6.2万股$1,645.9万6.6万股-3,221股-4.90%减仓
宝洁PG
1.13%1.26%$2,025.0万13.8万股$2,001.9万13.9万股-507股-0.37%减仓
埃克森美孚XOM
1.13%1.57%$2,013.9万14.7万股$2,497.6万14.7万股+88股+0.06%加仓
万豪MAR
1.11%1.09%$1,987.2万5.4万股$1,744.7万5.3万股+279股+0.52%加仓
家得宝HD
1.11%1.18%$1,986.5万5.6万股$1,881.4万5.7万股-878股-1.53%减仓
伯克希尔哈撒韦BRK.B
0.95%1.03%$1,705.7万3.4万股$1,641.2万3.4万股-160股-0.47%减仓
AAlphabet Inc Class CGOOG
0.87%0.79%$1,559.3万4.4万股$1,258.2万4.4万股+271股+0.62%加仓
CINTAS COMCTAS
0.83%0.95%$1,492.0万8.8万股$1,508.2万8.9万股-1,442股-1.62%减仓
DANAHER DEL COMDHR
0.83%0.93%$1,489.7万7.8万股$1,487.6万7.8万股-251股-0.32%减仓
台积电TSM
0.82%0.63%$1,468.5万3.1万股$1,011.2万3.0万股+828股+2.77%加仓
BBANK OF AMERBAC
0.79%0.75%$1,410.0万24.7万股$1,199.1万24.6万股+1,489股+0.61%加仓
T赛默飞世尔TMO
0.78%0.89%$1,399.0万2.8万股$1,412.9万2.9万股-841股-2.93%减仓
LOWES COS COMLOW
0.77%0.93%$1,374.1万6.2万股$1,476.2万6.2万股-155股-0.25%减仓
雪佛龙CVX
0.75%1.06%$1,341.9万8.1万股$1,686.2万8.1万股-545股-0.67%减仓
特灵科技TT
0.73%0.7%$1,303.0万2.7万股$1,113.5万2.7万股-189股-0.71%减仓
爱德华生命科学EW
0.73%0.75%$1,300.5万14.4万股$1,196.4万14.9万股-5,639股-3.77%减仓
美国电力AEP
0.72%0.77%$1,283.6万9.4万股$1,223.8万9.3万股+461股+0.49%加仓
联合太平洋铁路UNP
0.72%0.73%$1,282.3万4.7万股$1,159.2万4.8万股-634股-1.33%减仓
波音BA
0.7%0.71%$1,255.0万5.8万股$1,132.4万5.7万股+1,081股+1.90%加仓
康明斯CMI
0.64%0.54%$1,151.5万1.6万股$866.3万1.6万股+43股+0.27%加仓
PPNC FINL SVCS COMVXF
0.64%0.62%$1,146.5万4.7万股$983.3万4.7万股-691股-1.46%减仓
思科CSCO
0.62%0.4%$1,102.0万9.4万股$642.3万8.3万股+1.1万股+13.33%加仓
SSPDR标普500 ETFSPY
0.6%0.59%$1,079.3万1.4万股$944.8万1.5万股-75股-0.52%减仓
INTERCONTINENTAL EXCHANGE COMICE
0.55%0.79%$978.5万7.9万股$1,256.9万8.0万股-431股-0.54%减仓
联合健康UNH
0.54%0.38%$975.2万2.3万股$608.3万2.2万股+984股+4.38%加仓
德州仪器TXN
0.54%0.39%$959.3万3.2万股$624.9万3.2万股-2股-0.01%减仓
MMARSH & MCLENNAN COS COMMRSH
0.54%0.66%$958.6万5.8万股$1,058.4万6.1万股-3,508股-5.75%减仓
雷神技术RTX
0.53%0.61%$950.2万5.0万股$972.6万5.0万股-338股-0.67%减仓
默沙东MRK
0.49%0.51%$874.5万6.8万股$815.0万6.8万股+298股+0.44%加仓
NORTHROP GRUMMAN COMNOC
0.48%0.73%$862.5万1.7万股$1,163.7万1.7万股-123股-0.72%减仓

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