Bosman Wealth Management, LLC 13F 持仓 · 2026年Q2
Bosman Wealth Management 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 1.61 亿美元。前几大持仓：MU（13.33%）、MRVL（8.28%）、GOOGL（6.33%）。本季前 25 大持仓中：新建仓 2 只、增持 8 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $21.5M | 13.33% | 18,615 | 增持 |
| 2 | MRVL | MARVELL TECHNOLOGY INC | $13.3M | 8.28% | 44,784 | 减持 |
| 3 | GOOGL | ALPHABET INC | $10.2M | 6.33% | 28,532 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $9.5M | 5.91% | 47,617 | 减持 |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | $8.2M | 5.06% | 69,946 | 减持 |
| 6 | FTI | TECHNIPFMC PLC | $7.5M | 4.63% | 112,550 | 减持 |
| 7 | BE | BLOOM ENERGY CORP | $5.2M | 3.24% | 17,229 | 增持 |
| 8 | GEV | GE VERNOVA INC | $5.0M | 3.13% | 4,298 | 减持 |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $5.0M | 3.08% | 8,544 | 增持 |
| 10 | AMZN | AMAZON COM INC | $4.8M | 2.97% | 20,069 | 减持 |
| 11 | GLD | SPDR GOLD TR | $4.1M | 2.55% | 11,176 | 减持 |
| 12 | AVGO | BROADCOM INC | $3.8M | 2.36% | 10,061 | 减持 |
| 13 | LLY | ELI LILLY & CO | $3.7M | 2.32% | 3,124 | 新建仓 |
| 14 | FIX | COMFORT SYS USA INC | $3.7M | 2.29% | 1,859 | 减持 |
| 15 | LITE | LUMENTUM HLDGS INC | $3.7M | 2.29% | 4,311 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $3.6M | 2.23% | 9,638 | 减持 |
| 17 | SLB | SLB LIMITED | $3.4M | 2.09% | 72,528 | 增持 |
| 18 | LBRT | LIBERTY ENERGY INC | $2.7M | 1.70% | 104,906 | 减持 |
| 19 | ANET | ARISTA NETWORKS INC | $2.6M | 1.64% | 15,595 | 减持 |
| 20 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.6M | 1.59% | 2,650 | 减持 |
| 21 | WDC | WESTERN DIGITAL CORP | $2.5M | 1.55% | 3,912 | 增持 |
| 22 | IBIT | ISHARES BITCOIN TRUST ETF | $2.3M | 1.45% | 70,275 | 减持 |
| 23 | OC | OWENS CORNING NEW | $2.3M | 1.45% | 14,671 | 增持 |
| 24 | AAPL | APPLE INC | $2.2M | 1.37% | 7,651 | 增持 |
| 25 | LRCX | LAM RESEARCH CORP | $2.1M | 1.32% | 4,896 | 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