bLong Financial, LLC 13F 持仓 · 2026年Q2
bLong Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 1.54 亿美元。前几大持仓：NVDA（21.60%）、AAPL（17.54%）、QQQM（8.25%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $33.2M | 21.60% | 165,756 | 减持 |
| 2 | AAPL | APPLE INC | $26.9M | 17.54% | 93,057 | 减持 |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $12.7M | 8.25% | 41,832 | 新建仓 |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $9.1M | 5.94% | 15,710 | 减持 |
| 5 | LLY | ELI LILLY & CO | $8.3M | 5.40% | 6,913 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $4.0M | 2.60% | 10,717 | 减持 |
| 7 | AVGO | BROADCOM INC | $3.4M | 2.18% | 8,869 | 减持 |
| 8 | DELL | DELL TECHNOLOGIES INC | $3.3M | 2.16% | 7,680 | 持平 |
| 9 | META | META PLATFORMS INC | $2.8M | 1.82% | 4,974 | 减持 |
| 10 | IDV | ISHARES TR | $2.7M | 1.75% | 64,746 | 增持 |
| 11 | GOOGL | ALPHABET INC | $2.5M | 1.62% | 6,950 | 增持 |
| 12 | MRK | MERCK & CO INC | $2.4M | 1.57% | 18,742 | 减持 |
| 13 | JPM | JPMORGAN CHASE & CO | $2.4M | 1.54% | 7,225 | 减持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.1M | 1.34% | 4,107 | 减持 |
| 15 | CSCO | CISCO SYS INC | $2.1M | 1.34% | 17,515 | 减持 |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | $1.8M | 1.19% | 6,472 | 增持 |
| 17 | MS | MORGAN STANLEY | $1.7M | 1.12% | 8,259 | 减持 |
| 18 | TSLA | TESLA INC | $1.6M | 1.02% | 3,716 | 增持 |
| 19 | JNJ | JOHNSON & JOHNSON | $1.5M | 0.95% | 5,720 | 增持 |
| 20 | GLW | CORNING INC | $1.4M | 0.94% | 5,650 | 持平 |
| 21 | GOOG | ALPHABET INC | $1.4M | 0.94% | 4,080 | 持平 |
| 22 | AMGN | AMGEN INC | $1.1M | 0.72% | 3,050 | 持平 |
| 23 | ABBV | ABBVIE INC | $1.1M | 0.71% | 4,307 | 持平 |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $1.0M | 0.66% | 23,852 | 减持 |
| 25 | WMT | WALMART INC | $883,088 | 0.58% | 7,797 | 持平 |
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