Cantor Fitzgerald, L. P. 13F 持仓 · 2026年Q2
Cantor Fitzgerald, L. P. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 251 只证券，申报市值合计 93.06 亿美元。前几大持仓：MRVL（19.04%）、AMD（14.18%）、INTC（8.42%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MRVL | MARVELL TECHNOLOGY INC | $1.77B | 19.04% | 5.9M | 增持 |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $1.32B | 14.18% | 2.3M | 增持 |
| 3 | INTC | INTEL CORP | $783.3M | 8.42% | 5.6M | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $667.9M | 7.18% | 3.3M | 减持 |
| 5 | SPCX | SPACE EXPLORATION TECHN CORP | $486.0M | 5.22% | 2.8M | 新建仓 |
| 6 | AVGO | BROADCOM INC | $355.8M | 3.82% | 941,956 | 增持 |
| 7 | NOW | SERVICENOW INC | $344.4M | 3.70% | 3.5M | 增持 |
| 8 | HOOD | ROBINHOOD MKTS INC | $243.4M | 2.62% | 2.4M | 增持 |
| 9 | IREN | IREN LIMITED | $206.5M | 2.22% | 4.5M | 减持 |
| 10 | TSLA | TESLA INC | $183.4M | 1.97% | 435,958 | 减持 |
| 11 | SNDK | SANDISK CORP | $168.5M | 1.81% | 74,101 | 增持 |
| 12 | UNH | UNITEDHEALTH GROUP INC | $142.0M | 1.53% | 341,607 | 减持 |
| 13 | MSTR | STRATEGY INC | $141.5M | 1.52% | 1.6M | 减持 |
| 14 | IONQ | IONQ INC | $120.0M | 1.29% | 2.3M | 减持 |
| 15 | AMZN | AMAZON COM INC | $118.8M | 1.28% | 498,656 | 增持 |
| 16 | RKLB | ROCKET LAB CORP | $111.3M | 1.20% | 1.1M | 增持 |
| 17 | IVV | ISHARES TR | $108.5M | 1.17% | 144,905 | 增持 |
| 18 | OKLO | OKLO INC | $105.0M | 1.13% | 2.0M | 增持 |
| 19 | GCMG | GCM GROSVENOR INC | $79.4M | 0.85% | 6.5M | 持平 |
| 20 | CRCL | CIRCLE INTERNET GROUP INC | $67.8M | 0.73% | 1.1M | 减持 |
| 21 | SMCI | SUPER MICRO COMPUTER INC | $67.2M | 0.72% | 2.3M | 减持 |
| 22 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $65.4M | 0.70% | 1.3M | 持平 |
| 23 | CRWV | COREWEAVE INC | $60.9M | 0.65% | 612,290 | 增持 |
| 24 | RUM | RUM GROUP INC | $59.1M | 0.64% | 9.3M | 持平 |
| 25 | ORCL | ORACLE CORP | $57.9M | 0.62% | 394,766 | 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