Dedeker Financial LLC 13F 持仓 · 2026年Q2
Dedeker Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 55 只证券，申报市值合计 1.76 亿美元。前几大持仓：QLD（19.64%）、MU（7.54%）、SSO（6.33%）。本季前 25 大持仓中：新建仓 3 只、增持 7 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QLD | PROSHARES TR | $34.5M | 19.64% | 357,061 | 增持 |
| 2 | MU | MICRON TECHNOLOGY INC | $13.3M | 7.54% | 11,488 | 增持 |
| 3 | SSO | PROSHARES TR | $11.1M | 6.33% | 165,240 | 减持 |
| 4 | QQQ | INVESCO QQQ TR | $9.8M | 5.59% | 13,343 | 减持 |
| 5 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $9.3M | 5.28% | 9,623 | 减持 |
| 6 | USD | PROSHARES TR | $8.9M | 5.08% | 85,705 | 减持 |
| 7 | FBCG | FIDELITY COVINGTON TRUST | $6.7M | 3.80% | 107,587 | 增持 |
| 8 | FFLC | FIDELITY COVINGTON TRUST | $6.4M | 3.66% | 109,171 | 减持 |
| 9 | MUU | DIREXION SHARES ETF TRUST | $5.8M | 3.28% | 5,502 | 减持 |
| 10 | ALAB | ASTERA LABS INC | $5.5M | 3.10% | 11,299 | 新建仓 |
| 11 | NVDA | NVIDIA CORPORATION | $5.3M | 2.99% | 26,277 | 减持 |
| 12 | WDC | WESTERN DIGITAL CORP | $5.2M | 2.98% | 8,204 | 减持 |
| 13 | STRL | STERLING INFRASTRUCTURE INC | $5.1M | 2.88% | 6,043 | 减持 |
| 14 | COHR | COHERENT CORP | $4.7M | 2.69% | 12,000 | 减持 |
| 15 | FIX | COMFORT SYS USA INC | $4.7M | 2.68% | 2,383 | 减持 |
| 16 | SOXX | ISHARES TR | $4.1M | 2.35% | 6,459 | 增持 |
| 17 | SPUU | DIREXION SHARES ETF TRUST | $3.1M | 1.77% | 14,431 | 增持 |
| 18 | MRVL | MARVELL TECHNOLOGY INC | $2.5M | 1.39% | 8,231 | 新建仓 |
| 19 | CRWD | CROWDSTRIKE HLDGS INC | $2.4M | 1.38% | 3,173 | 新建仓 |
| 20 | PTNQ | PACER FDS TR | $2.4M | 1.36% | 26,982 | 减持 |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | $1.8M | 1.01% | 15,213 | 减持 |
| 22 | LRCX | LAM RESEARCH CORP | $1.6M | 0.89% | 3,629 | 增持 |
| 23 | GOOG | ALPHABET INC | $1.5M | 0.84% | 4,201 | 减持 |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | $1.5M | 0.84% | 4,849 | 增持 |
| 25 | EET | PROSHARES TR | $1.4M | 0.78% | 11,611 | 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