Concentrum Wealth Management 13F 持仓 · 2026年Q2
Concentrum Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 127 只证券，申报市值合计 4.18 亿美元。前几大持仓：META（15.55%）、NVDA（14.47%）、AAPL（7.96%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC CL A | $65.0M | 15.55% | 115,346 | 减持 |
| 2 | NVDA | NVIDIA CORP | $60.5M | 14.47% | 302,269 | 减持 |
| 3 | AAPL | APPLE INC | $33.2M | 7.96% | 114,893 | 增持 |
| 4 | AMD | ADVANCED MICRO DEVICES INC COM | $24.8M | 5.94% | 42,696 | 减持 |
| 5 | SMH | VANECK SEMICONDUCTOR ETF | $18.3M | 4.39% | 27,972 | 减持 |
| 6 | FV | FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF | $13.5M | 3.23% | 177,615 | 增持 |
| 7 | QQQ | POWERSHARES QQQ TR | $12.2M | 2.92% | 16,555 | 增持 |
| 8 | MU | MICRON TECHNOLOGY | $11.7M | 2.79% | 10,093 | 增持 |
| 9 | FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $10.8M | 2.59% | 224,937 | 增持 |
| 10 | FTCS | FIRST TR EXCHANGE TRADED FD DB STRATEGIC VALUE INDEX FD | $10.7M | 2.55% | 113,468 | 增持 |
| 11 | TSLA | TESLA MOTORS INC | $9.4M | 2.25% | 22,336 | 增持 |
| 12 | MSFT | MICROSOFT | $8.6M | 2.07% | 23,149 | 减持 |
| 13 | GOOG | ALPHABET INC CAP STK CL C | $8.3M | 2.00% | 23,599 | 减持 |
| 14 | AMZN | AMAZON.COM INC | $7.4M | 1.77% | 31,021 | 减持 |
| 15 | QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $6.9M | 1.65% | 20,632 | 增持 |
| 16 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $5.9M | 1.42% | 65,900 | 增持 |
| 17 | AMAT | APPLIED MATLS INC COM | $5.4M | 1.29% | 7,460 | 增持 |
| 18 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $5.3M | 1.28% | 44,722 | 增持 |
| 19 | GLD | SPDR GOLD ETF | $5.2M | 1.24% | 14,050 | 增持 |
| 20 | XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $5.1M | 1.23% | 45,353 | 增持 |
| 21 | SOXX | ISHARES SEMICONDUCTOR ETF | $4.8M | 1.14% | 7,444 | 减持 |
| 22 | GOOGL | ALPHABET INC CAP STK CL A | $4.2M | 0.99% | 11,617 | 增持 |
| 23 | IBIT | ISHARES BITCOIN TRUST ETF | $3.5M | 0.84% | 105,331 | 减持 |
| 24 | AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $3.4M | 0.81% | 51,810 | 增持 |
| 25 | AVGO | BROADCOM INC COM | $3.2M | 0.77% | 8,463 | 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