1858 Wealth Management, LLC 13F 持仓 · 最近申报 2025年Q3
1858 Wealth Management 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 113 只证券，申报市值合计 1.42 亿美元。前几大持仓：MSFT（6.08%）、NVDA（5.14%）、AAPL（5.07%）。本季前 25 大持仓中：新建仓 4 只、增持 7 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $8.7M | 6.08% | 16,720 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $7.3M | 5.14% | 39,245 | 增持 |
| 3 | AAPL | APPLE INC | $7.2M | 5.07% | 28,338 | 减持 |
| 4 | IEF | ISHARES TR | $5.5M | 3.86% | 57,004 | 新建仓 |
| 5 | META | META PLATFORMS INC | $5.1M | 3.56% | 6,909 | 减持 |
| 6 | CME | CME GROUP INC | $4.9M | 3.47% | 18,300 | 持平 |
| 7 | GEV | GE VERNOVA INC | $4.4M | 3.10% | 7,178 | 减持 |
| 8 | AMZN | AMAZON COM INC | $4.0M | 2.80% | 18,175 | 减持 |
| 9 | AME | AMETEK INC | $4.0M | 2.79% | 21,171 | 减持 |
| 10 | GRNY | TIDAL TRUST I | $3.9M | 2.72% | 154,864 | 新建仓 |
| 11 | VRT | VERTIV HOLDINGS CO | $3.5M | 2.45% | 23,125 | 减持 |
| 12 | SHY | ISHARES TR | $3.5M | 2.44% | 41,884 | 新建仓 |
| 13 | DUNK | TIDAL TRUST I | $3.3M | 2.30% | 129,173 | 新建仓 |
| 14 | PANW | PALO ALTO NETWORKS INC | $3.1M | 2.21% | 15,441 | 减持 |
| 15 | GOOG | ALPHABET INC | $3.1M | 2.16% | 12,659 | 增持 |
| 16 | UBER | UBER TECHNOLOGIES INC | $2.9M | 2.04% | 29,707 | 减持 |
| 17 | GRID | FIRST TR EXCHANGE TRADED FD | $2.7M | 1.92% | 18,054 | 增持 |
| 18 | ANET | ARISTA NETWORKS INC | $2.6M | 1.80% | 17,546 | 减持 |
| 19 | NOW | SERVICENOW INC | $2.5M | 1.75% | 2,709 | 增持 |
| 20 | CSCO | CISCO SYS INC | $2.5M | 1.74% | 36,250 | 增持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.5M | 1.73% | 4,901 | 减持 |
| 22 | GCOW | PACER FDS TR | $2.4M | 1.67% | 60,000 | 持平 |
| 23 | GE | GE AEROSPACE | $2.1M | 1.49% | 7,072 | 减持 |
| 24 | NFLX | NETFLIX INC | $2.0M | 1.38% | 1,634 | 减持 |
| 25 | AVGO | BROADCOM INC | $1.9M | 1.35% | 5,847 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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