Aft, Forsyth & Company, Inc. 13F 持仓 · 2026年Q2
Aft, Forsyth & Company 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 108 只证券，申报市值合计 2.08 亿美元。前几大持仓：NVDA（24.61%）、AAPL（5.07%）、IGM（4.05%）。本季前 25 大持仓中：增持 1 只、减持 23 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $51.2M | 24.61% | 255,641 | 减持 |
| 2 | AAPL | APPLE INC | $10.5M | 5.07% | 36,428 | 减持 |
| 3 | IGM | ISHARES TR | $8.4M | 4.05% | 51,531 | 减持 |
| 4 | LLY | ELI LILLY & CO | $7.8M | 3.77% | 6,535 | 减持 |
| 5 | AMZN | AMAZON COM INC | $6.6M | 3.16% | 27,535 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $6.5M | 3.12% | 17,414 | 减持 |
| 7 | GOOGL | ALPHABET INC | $6.1M | 2.91% | 16,950 | 减持 |
| 8 | V | VISA INC | $5.6M | 2.69% | 16,290 | 减持 |
| 9 | ARM | ARM HOLDINGS PLC | $5.0M | 2.41% | 14,108 | 减持 |
| 10 | PANW | PALO ALTO NETWORKS INC | $4.6M | 2.21% | 13,497 | 减持 |
| 11 | IJR | ISHARES TR | $4.0M | 1.93% | 27,085 | 减持 |
| 12 | IWR | ISHARES TR | $3.6M | 1.76% | 33,074 | 减持 |
| 13 | JPM | JPMORGAN CHASE & CO | $3.6M | 1.71% | 10,868 | 减持 |
| 14 | ISRG | INTUITIVE SURGICAL INC | $3.5M | 1.69% | 8,850 | 减持 |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $3.1M | 1.48% | 3,288 | 减持 |
| 16 | META | META PLATFORMS INC | $2.6M | 1.23% | 4,539 | 减持 |
| 17 | IJH | ISHARES TR | $2.0M | 0.98% | 26,554 | 减持 |
| 18 | IWF | ISHARES TR | $2.0M | 0.96% | 16,021 | 增持 |
| 19 | GOOG | ALPHABET INC | $2.0M | 0.95% | 5,617 | 持平 |
| 20 | IYF | ISHARES TR | $2.0M | 0.94% | 15,389 | 减持 |
| 21 | NOW | SERVICENOW INC | $1.9M | 0.94% | 19,585 | 减持 |
| 22 | HD | HOME DEPOT INC | $1.9M | 0.91% | 5,377 | 减持 |
| 23 | MELI | MERCADOLIBRE INC | $1.8M | 0.85% | 1,043 | 减持 |
| 24 | CRWD | CROWDSTRIKE HLDGS INC | $1.7M | 0.84% | 2,286 | 减持 |
| 25 | JNJ | JOHNSON & JOHNSON | $1.7M | 0.84% | 6,874 | 减持 |
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