Clearwave Capital, LLC 13F 持仓 · 2026年Q2
Clearwave Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 166 只证券，申报市值合计 1.81 亿美元。前几大持仓：FELC（4.23%）、GOOGL（3.95%）、FBND（3.61%）。本季前 25 大持仓中：增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FELC | FIDELITY COVINGTON TRUST | $7.7M | 4.23% | 183,123 | 减持 |
| 2 | GOOGL | ALPHABET INC | $7.2M | 3.95% | 20,033 | 增持 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $6.5M | 3.61% | 143,771 | 增持 |
| 4 | PULS | PGIM ETF TR | $6.5M | 3.61% | 131,973 | 减持 |
| 5 | AVGO | BROADCOM INC | $6.3M | 3.48% | 16,710 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $5.5M | 3.04% | 27,598 | 增持 |
| 7 | GLW | CORNING INC | $5.2M | 2.88% | 20,445 | 增持 |
| 8 | AAPL | APPLE INC | $5.1M | 2.80% | 17,574 | 增持 |
| 9 | AMZN | AMAZON COM INC | $5.0M | 2.78% | 21,138 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $4.8M | 2.62% | 12,742 | 增持 |
| 11 | FDVV | FIDELITY COVINGTON TRUST | $4.4M | 2.41% | 72,472 | 减持 |
| 12 | FENI | FIDELITY COVINGTON TRUST | $4.3M | 2.35% | 106,411 | 增持 |
| 13 | IQLT | ISHARES TR | $4.1M | 2.26% | 82,885 | 增持 |
| 14 | MU | MICRON TECHNOLOGY INC | $3.9M | 2.13% | 3,346 | 增持 |
| 15 | ANET | ARISTA NETWORKS INC | $3.8M | 2.09% | 22,311 | 增持 |
| 16 | FESM | FIDELITY COVINGTON TRUST | $3.5M | 1.95% | 73,128 | 增持 |
| 17 | FBCG | FIDELITY COVINGTON TRUST | $3.2M | 1.79% | 52,145 | 减持 |
| 18 | FMDE | FIDELITY COVINGTON TRUST | $3.0M | 1.67% | 74,620 | 增持 |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $3.0M | 1.66% | 5,185 | 持平 |
| 20 | META | META PLATFORMS INC | $2.8M | 1.54% | 4,944 | 增持 |
| 21 | IWF | ISHARES TR | $2.3M | 1.25% | 18,280 | 增持 |
| 22 | IWD | ISHARES TR | $2.2M | 1.19% | 8,881 | 减持 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $1.9M | 1.07% | 2,082 | 增持 |
| 24 | DE | DEERE & CO | $1.9M | 1.06% | 3,032 | 增持 |
| 25 | GOOG | ALPHABET INC | $1.8M | 0.99% | 5,080 | 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