Accuvest Global Advisors 13F 持仓 · 2026年Q2
Accuvest Global Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 78 只证券，申报市值合计 1.16 亿美元。前几大持仓：NFLX（9.39%）、GOOGL（5.73%）、MSTR（5.25%）。本季前 25 大持仓中：新建仓 2 只、增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX INC. | $10.9M | 9.39% | 152,911 | 增持 |
| 2 | GOOGL | ALPHABET INC | $6.7M | 5.73% | 18,631 | 减持 |
| 3 | MSTR | STRATEGY INC | $6.1M | 5.25% | 70,140 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $5.8M | 5.03% | 29,192 | 增持 |
| 5 | AMZN | AMAZON COM INC | $5.5M | 4.74% | 23,099 | 减持 |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.5M | 4.74% | 11,542 | 减持 |
| 7 | AAPL | APPLE INC | $5.4M | 4.65% | 18,667 | 减持 |
| 8 | MELI | MERCADOLIBRE INC | $4.2M | 3.59% | 2,458 | 减持 |
| 9 | V | VISA INC | $3.9M | 3.33% | 11,287 | 增持 |
| 10 | UBER | UBER TECHNOLOGIES INC | $3.7M | 3.16% | 50,824 | 减持 |
| 11 | LLY | ELI LILLY & CO | $3.6M | 3.06% | 2,984 | 增持 |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $3.2M | 2.73% | 3,394 | 减持 |
| 13 | APP | APPLOVIN CORP | $3.1M | 2.70% | 6,095 | 增持 |
| 14 | GE | GE AEROSPACE | $3.1M | 2.69% | 8,362 | 减持 |
| 15 | WMT | WALMART INC | $2.5M | 2.19% | 22,517 | 减持 |
| 16 | HEI | HEICO CORP NEW | $2.4M | 2.07% | 6,739 | 减持 |
| 17 | APO | APOLLO GLOBAL MGMT INC | $2.2M | 1.92% | 18,848 | 减持 |
| 18 | AVGO | BROADCOM INC | $2.2M | 1.87% | 5,751 | 增持 |
| 19 | LNG | CHENIERE ENERGY INC | $2.1M | 1.81% | 8,785 | 新建仓 |
| 20 | BX | BLACKSTONE INC | $1.9M | 1.62% | 16,032 | 减持 |
| 21 | TDG | TRANSDIGM GROUP INC | $1.8M | 1.51% | 1,314 | 增持 |
| 22 | ABBV | ABBVIE INC | $1.7M | 1.47% | 6,775 | 增持 |
| 23 | CBRE | CBRE GROUP INC | $1.6M | 1.41% | 12,126 | 新建仓 |
| 24 | SPOT | SPOTIFY TECHNOLOGY S A | $1.6M | 1.34% | 3,382 | 减持 |
| 25 | JPM | JPMORGAN CHASE & CO | $1.2M | 1.04% | 3,684 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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