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
Corient Private Wealth LLC (CIK 1948780) reported $72.24B across 3,043 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($3.03B, 4.20%), AAPL ($2.94B, 4.06%), VEA ($2.13B, 2.95%), MSFT ($1.91B, 2.65%), NVDA ($1.80B, 2.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $3.03B | 4.20% | 4.1M | Trimmed |
| 2 | AAPL | APPLE INC | $2.94B | 4.06% | 10.2M | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $2.13B | 2.95% | 29.9M | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $1.91B | 2.65% | 5.1M | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $1.80B | 2.49% | 9.1M | Trimmed |
| 6 | GOOG | ALPHABET INC | $1.78B | 2.47% | 5.0M | Added |
| 7 | VOO | VANGUARD INDEX FDS | $1.71B | 2.37% | 2.5M | Trimmed |
| 8 | AMZN | AMAZON COM INC | $1.44B | 1.99% | 6.0M | Trimmed |
| 9 | GOOGL | ALPHABET INC | $1.38B | 1.91% | 3.9M | Trimmed |
| 10 | AVGO | BROADCOM INC | $1.26B | 1.74% | 3.3M | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $1.02B | 1.42% | 1.4M | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $1.02B | 1.41% | 3.1M | Trimmed |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $831.5M | 1.15% | 1.7M | Trimmed |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $706.0M | 0.98% | 754,706 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $710.8M | 0.98% | 592,599 | Trimmed |
| 16 | VTI | VANGUARD INDEX FDS | $693.7M | 0.96% | 1.9M | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $577.6M | 0.80% | 2.3M | Trimmed |
| 18 | VUG | VANGUARD INDEX FDS | $578.3M | 0.80% | 6.7M | Added |
| 19 | V | VISA INC | $558.9M | 0.77% | 1.6M | Trimmed |
| 20 | CAT | CATERPILLAR INC | $538.7M | 0.75% | 505,859 | Trimmed |
| 21 | ABBV | ABBVIE INC | $519.3M | 0.72% | 2.1M | Trimmed |
| 22 | META | META PLATFORMS INC | $490.4M | 0.68% | 870,581 | Trimmed |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $478.4M | 0.66% | 8.0M | Trimmed |
| 24 | ASML | ASML HLDG NV | $435.1M | 0.60% | 218,728 | Added |
| 25 | BND | VANGUARD BD INDEX FDS | $432.4M | 0.60% | 5.9M | Added |
来源：SEC 13F 申报文件 · 截至 2026-06-30