Ahara Advisors LLC 13F 持仓 · 2026年Q2
Ahara Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 56 只证券，申报市值合计 1.48 亿美元。前几大持仓：MSFT（8.46%）、VTI（7.08%）、DIS（5.13%）。本季前 25 大持仓中：增持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $25.0M | 8.46% | 67,471 | 增持 |
| 2 | VTI | VANGUARD INDEX FDS | $20.9M | 7.08% | 56,623 | 增持 |
| 3 | DIS | DISNEY WALT CO | $15.2M | 5.13% | 63,315 | 增持 |
| 4 | GOOG | ALPHABET INC | $13.9M | 4.72% | 54,873 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $12.0M | 4.08% | 105,019 | 增持 |
| 6 | UBER | UBER TECHNOLOGIES INC | $10.2M | 3.45% | 131,665 | 增持 |
| 7 | GOOGL | ALPHABET INC | $10.1M | 3.43% | 34,957 | 增持 |
| 8 | FXI | ISHARES TR | $9.8M | 3.30% | 141,386 | 增持 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $9.8M | 3.30% | 30,622 | 增持 |
| 10 | ABNB | AIRBNB INC | $9.7M | 3.28% | 62,741 | 增持 |
| 11 | CRWV | COREWEAVE INC | $9.2M | 3.11% | 59,115 | 增持 |
| 12 | WFC | WELLS FARGO & CO | $9.1M | 3.09% | 48,557 | 增持 |
| 13 | PGR | PROGRESSIVE CORP | $8.5M | 2.87% | 57,846 | 增持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.4M | 2.15% | 22,293 | 增持 |
| 15 | ASML | ASML HLDG NV | $6.2M | 2.09% | 9,367 | 增持 |
| 16 | AMZN | AMAZON COM INC | $6.1M | 2.07% | 35,219 | 增持 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $5.9M | 1.99% | 44,155 | 增持 |
| 18 | TSLA | TESLA INC | $5.8M | 1.95% | 15,016 | 增持 |
| 19 | FDS | FACTSET RESH SYS INC | $5.6M | 1.91% | 23,734 | 增持 |
| 20 | AAPL | APPLE INC | $5.4M | 1.83% | 21,695 | 增持 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $5.2M | 1.77% | 85,329 | 增持 |
| 22 | ARM | ARM HOLDINGS PLC | $5.1M | 1.72% | 10,593 | 增持 |
| 23 | FSLR | FIRST SOLAR INC | $4.8M | 1.62% | 242,188 | 增持 |
| 24 | EXPE | EXPEDIA GROUP INC | $4.7M | 1.58% | 30,048 | 增持 |
| 25 | VOO | VANGUARD INDEX FDS | $4.5M | 1.54% | 42,320 | 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