Alaethes Wealth, LLC 13F 持仓 · 2026年Q2
Alaethes Wealth 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 3.45 亿美元。前几大持仓：VCRB（10.15%）、AAPL（4.41%）、NVDA（4.04%）。本季前 25 大持仓中：新建仓 2 只、增持 4 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | $35.0M | 10.15% | 452,682 | 增持 |
| 2 | AAPL | APPLE INC | $15.2M | 4.41% | 52,453 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $13.9M | 4.04% | 69,599 | 减持 |
| 4 | VCRM | VANGUARD MUN BD FDS | $12.3M | 3.56% | 160,419 | 新建仓 |
| 5 | GOOG | ALPHABET INC | $10.9M | 3.17% | 30,921 | 减持 |
| 6 | CLIP | GLOBAL X FDS | $10.8M | 3.13% | 107,308 | 增持 |
| 7 | AMAT | APPLIED MATLS INC | $10.2M | 2.97% | 14,151 | 减持 |
| 8 | AMZN | AMAZON COM INC | $10.1M | 2.92% | 42,177 | 增持 |
| 9 | AVGO | BROADCOM INC | $9.1M | 2.63% | 24,002 | 减持 |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.4M | 2.45% | 17,656 | 减持 |
| 11 | ASML | ASML HLDG NV | $8.0M | 2.31% | 3,999 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $7.8M | 2.26% | 20,849 | 减持 |
| 13 | ANET | ARISTA NETWORKS INC | $7.2M | 2.09% | 42,396 | 减持 |
| 14 | GLD | SPDR GOLD TR | $7.1M | 2.06% | 19,249 | 减持 |
| 15 | PANW | PALO ALTO NETWORKS INC | $6.2M | 1.80% | 18,234 | 减持 |
| 16 | CAT | CATERPILLAR INC | $5.7M | 1.67% | 5,390 | 减持 |
| 17 | CRWD | CROWDSTRIKE HLDGS INC | $5.4M | 1.56% | 7,040 | 减持 |
| 18 | LLY | ELI LILLY & CO | $5.1M | 1.48% | 4,263 | 减持 |
| 19 | IVV | ISHARES TR | $4.4M | 1.29% | 5,921 | 增持 |
| 20 | META | META PLATFORMS INC | $4.3M | 1.25% | 7,626 | 减持 |
| 21 | MS | MORGAN STANLEY | $4.3M | 1.25% | 20,612 | 减持 |
| 22 | JPM | JPMORGAN CHASE & CO | $4.3M | 1.24% | 13,069 | 减持 |
| 23 | XOM | EXXON MOBIL CORP | $4.2M | 1.23% | 30,981 | 减持 |
| 24 | WMB | WILLIAMS COS INC | $4.1M | 1.18% | 54,754 | 减持 |
| 25 | KLAC | KLA CORP | $3.7M | 1.08% | 12,380 | 新建仓 |
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