Calamos Wealth Management LLC 13F 持仓 · 2026年Q2
Calamos Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 440 只证券，申报市值合计 33.13 亿美元。前几大持仓：AAPL（7.09%）、NVDA（5.78%）、IVV（5.76%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $234.9M | 7.09% | 811,808 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $191.5M | 5.78% | 957,122 | 减持 |
| 3 | IVV | ISHARES TR | $190.8M | 5.76% | 254,836 | 减持 |
| 4 | IVW | ISHARES TR | $157.8M | 4.76% | 1.1M | 增持 |
| 5 | IVE | ISHARES TR | $137.7M | 4.16% | 606,356 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $107.5M | 3.24% | 288,121 | 减持 |
| 7 | GOOGL | ALPHABET INC | $102.4M | 3.09% | 286,596 | 减持 |
| 8 | AMZN | AMAZON COM INC | $82.3M | 2.48% | 345,246 | 减持 |
| 9 | ACWX | ISHARES TR | $79.1M | 2.39% | 1.0M | 增持 |
| 10 | IWV | ISHARES TR | $69.7M | 2.10% | 163,526 | 增持 |
| 11 | UITB | VICTORY PORTFOLIOS II | $63.2M | 1.91% | 1.3M | 增持 |
| 12 | AVGO | BROADCOM INC | $61.2M | 1.85% | 161,921 | 减持 |
| 13 | AMAT | APPLIED MATLS INC | $54.2M | 1.64% | 74,919 | 增持 |
| 14 | META | META PLATFORMS INC | $53.2M | 1.61% | 94,329 | 增持 |
| 15 | CAIE | CALAMOS ETF TR | $51.8M | 1.56% | 1.9M | 增持 |
| 16 | FESM | FIDELITY COVINGTON TRUST | $51.3M | 1.55% | 1.1M | 增持 |
| 17 | IJR | ISHARES TR | $45.1M | 1.36% | 304,095 | 增持 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $39.7M | 1.20% | 53,430 | 减持 |
| 19 | LLY | ELI LILLY & CO | $37.4M | 1.13% | 31,177 | 减持 |
| 20 | FENI | FIDELITY COVINGTON TRUST | $35.0M | 1.06% | 872,840 | 增持 |
| 21 | CAIQ | CALAMOS ETF TR | $33.7M | 1.02% | 1.3M | 增持 |
| 22 | V | VISA INC | $31.1M | 0.94% | 90,662 | 减持 |
| 23 | JNJ | JOHNSON & JOHNSON | $30.0M | 0.91% | 118,126 | 减持 |
| 24 | JPM | JPMORGAN CHASE & CO | $28.1M | 0.85% | 85,773 | 减持 |
| 25 | TSLA | TESLA INC | $25.0M | 0.75% | 59,369 | 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