Bellevue Asset Management, LLC 13F 持仓 · 2026年Q2
Bellevue Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 576 只证券，申报市值合计 2.17 亿美元。前几大持仓：MSFT（22.39%）、AAPL（7.16%）、CGGR（5.46%）。本季前 25 大持仓中：增持 4 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $48.5M | 22.39% | 130,090 | 减持 |
| 2 | AAPL | APPLE INC | $15.5M | 7.16% | 53,609 | 减持 |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | $11.8M | 5.46% | 250,564 | 减持 |
| 4 | RDVY | FIRST TR EXCHANGE-TRADED FD | $11.6M | 5.35% | 143,165 | 减持 |
| 5 | LMBS | FIRST TR EXCHANGE- TRADED FD | $8.9M | 4.13% | 179,754 | 减持 |
| 6 | AMZN | AMAZON COM INC | $6.3M | 2.92% | 26,546 | 减持 |
| 7 | COST | COSTCO WHOLESALE CORPORATION | $6.2M | 2.86% | 6,626 | 减持 |
| 8 | VGT | VANGUARD WORLD FD | $6.1M | 2.82% | 51,058 | 增持 |
| 9 | DYNF | BLACKROCK ETF TRUST | $6.0M | 2.77% | 88,192 | 减持 |
| 10 | JIRE | J P MORGAN EXCHANGE TRADED F | $5.5M | 2.54% | 66,634 | 减持 |
| 11 | FTSM | FIRST TR EXCHANGE-TRADED FD | $5.2M | 2.40% | 87,256 | 增持 |
| 12 | TEK | BLACKROCK ETF TRUST | $4.4M | 2.05% | 104,172 | 减持 |
| 13 | FLXR | TCW ETF TRUST | $4.0M | 1.85% | 102,292 | 减持 |
| 14 | JSCP | J P MORGAN EXCHANGE TRADED F | $3.9M | 1.81% | 83,297 | 减持 |
| 15 | SBUX | STARBUCKS CORP | $3.7M | 1.69% | 35,947 | 减持 |
| 16 | GOOGL | ALPHABET INC | $3.3M | 1.53% | 9,257 | 减持 |
| 17 | FGD | FIRST TR EXCHANGE-TRADED FD | $2.8M | 1.29% | 87,167 | 增持 |
| 18 | PWRD | TCW ETF TRUST | $2.7M | 1.22% | 21,565 | 减持 |
| 19 | GOOG | ALPHABET INC | $2.6M | 1.18% | 7,225 | 减持 |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.9M | 0.90% | 34,439 | 减持 |
| 21 | LRCX | LAM RESEARCH CORP | $1.9M | 0.90% | 4,496 | 减持 |
| 22 | AMGN | AMGEN INC | $1.8M | 0.85% | 5,076 | 持平 |
| 23 | INTC | INTEL CORP | $1.8M | 0.85% | 13,183 | 增持 |
| 24 | NVDA | NVIDIA CORPORATION | $1.5M | 0.70% | 7,547 | 减持 |
| 25 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.5M | 0.68% | 23,898 | 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