Agp Franklin, LLC 13F 持仓 · 2026年Q2
Agp Franklin 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 93 只证券，申报市值合计 2.31 亿美元。前几大持仓：NVDA（6.65%）、AMZN（5.96%）、GOOGL（4.47%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $15.3M | 6.65% | 76,632 | 增持 |
| 2 | AMZN | AMAZON COM INC | $13.8M | 5.96% | 57,717 | 增持 |
| 3 | GOOGL | ALPHABET INC | $10.3M | 4.47% | 28,877 | 增持 |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | $8.6M | 3.71% | 73,396 | 减持 |
| 5 | JPM | JPMORGAN CHASE & CO | $8.0M | 3.46% | 24,405 | 增持 |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | $7.8M | 3.37% | 10,198 | 增持 |
| 7 | GLW | CORNING INC | $7.0M | 3.04% | 27,469 | 减持 |
| 8 | ORCL | ORACLE CORP | $6.6M | 2.88% | 45,262 | 增持 |
| 9 | AAPL | APPLE INC | $6.2M | 2.71% | 21,592 | 增持 |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $6.2M | 2.68% | 6,618 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $5.6M | 2.42% | 14,970 | 增持 |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $5.5M | 2.37% | 9,409 | 减持 |
| 13 | APLD | APPLIED DIGITAL CORP | $5.5M | 2.37% | 146,354 | 增持 |
| 14 | PNFP | PINNACLE FINL PARTNERS INC | $5.3M | 2.31% | 52,884 | 新建仓 |
| 15 | SLV | ISHARES SILVER TR | $5.3M | 2.31% | 99,609 | 增持 |
| 16 | C | CITIGROUP INC | $4.9M | 2.10% | 34,658 | 减持 |
| 17 | SCCO | SOUTHERN COPPER CORP | $4.3M | 1.85% | 24,536 | 增持 |
| 18 | NUE | NUCOR CORP | $4.0M | 1.75% | 18,080 | 减持 |
| 19 | BA | BOEING CO | $3.6M | 1.56% | 16,621 | 增持 |
| 20 | BAC | BANK OF AMER CORP | $3.5M | 1.50% | 60,903 | 增持 |
| 21 | META | META PLATFORMS INC | $3.4M | 1.49% | 6,096 | 增持 |
| 22 | V | VISA INC | $3.4M | 1.49% | 10,041 | 增持 |
| 23 | CRWV | COREWEAVE INC | $3.3M | 1.45% | 33,622 | 增持 |
| 24 | GNRC | GENERAC HLDGS INC | $3.3M | 1.44% | 11,323 | 增持 |
| 25 | CRS | CARPENTER TECHNOLOGY CORP | $3.1M | 1.33% | 4,963 | 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