Franklin Resources Q2 2026 13F: largest position changes富兰克林 (Franklin Resources) 2026年Q2 13F：重点持仓变化

📊 13F持仓｜富兰克林 (Franklin Resources)

截至2026年6月30日｜美股多头市值 $449.2B

重点增持

• 加仓 +42%｜苹果 (AAPL)｜期末 $20.0B

• 加仓 +24%｜微软 (MSFT)｜期末 $17.8B

• 加仓 +11%｜拉姆研究 (LRCX)｜期末 $5.7B

重点减持

• 减仓 -39%｜谷歌 (GOOGL)｜期末 $10.3B

• 减仓 -52%｜霍尼韦尔 (HON)｜期末 $3.1B

• 减仓 -43%｜贝莱德 (BLK)｜期末 $2.1B

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | Franklin Resources

as of 2026-06-30 | reported long value $449.2B

Largest additions

• Shares +42% | Apple Inc. (AAPL) | quarter-end $20.0B

• Shares +24% | Microsoft Corporation (MSFT) | quarter-end $17.8B

• Shares +11% | Lam Research Corporation (LRCX) | quarter-end $5.7B

Largest reductions

• Shares -39% | Google (GOOGL) | quarter-end $10.3B

• Shares -52% | Honeywell International Inc. (HON) | quarter-end $3.1B

• Shares -43% | BlackRock, Inc. (BLK) | quarter-end $2.1B

Note: 13F is a delayed quarter-end holdings snapshot.