State Street Q2 2026 13F: largest position changes道富 (State Street) 2026年Q2 13F：重点持仓变化

📊 13F持仓｜道富 (State Street)

截至2026年6月30日｜美股多头市值 $3.4T

重点增持

• 加仓 +922%｜科磊 (KLAC)｜期末 $19.0B

• 加仓 +79%｜迈威尔科技 (MRVL)｜期末 $12.5B

• 加仓 +13%｜康宁公司 (GLW)｜期末 $10.5B

重点减持

• 清仓｜霍尼韦尔 (HON)｜上季 $7.2B

• 减仓 -15%｜特许通讯公司 (CHTR)｜期末 $1.8B

• 清仓｜Coterra Energy Inc. (CTRA)｜上季 $1.7B

注：13F为季度末持仓快照，披露存在滞后。

---

📊 13F holdings | State Street

as of 2026-06-30 | reported long value $3.4T

Largest additions

• Shares +922% | KLA Corporation (KLAC) | quarter-end $19.0B

• Shares +79% | Marvell Technology, Inc. (MRVL) | quarter-end $12.5B

• Shares +13% | Corning Incorporated (GLW) | quarter-end $10.5B

Largest reductions

• Exited | Honeywell International Inc. (HON) | prior-quarter $7.2B

• Shares -15% | Charter Communications, Inc. (CHTR) | quarter-end $1.8B

• Exited | Coterra Energy Inc. (CTRA) | prior-quarter $1.7B

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