Finer Wealth Management, Inc. 13F 持仓 · 2026年Q2
Finer Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 88 只证券，申报市值合计 2.24 亿美元。前几大持仓：AAPL（8.60%）、NVDA（7.30%）、LLY（6.75%）。本季前 25 大持仓中：增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $19.2M | 8.60% | 66,516 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $16.3M | 7.30% | 81,613 | 减持 |
| 3 | LLY | ELI LILLY & CO | $15.1M | 6.75% | 12,592 | 减持 |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $12.8M | 5.71% | 21,980 | 减持 |
| 5 | GOOGL | ALPHABET INC | $12.4M | 5.56% | 34,833 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $12.0M | 5.34% | 32,062 | 减持 |
| 7 | CAT | CATERPILLAR INC | $10.5M | 4.67% | 9,816 | 减持 |
| 8 | AMZN | AMAZON COM INC | $10.4M | 4.66% | 43,752 | 减持 |
| 9 | META | META PLATFORMS INC | $7.6M | 3.41% | 13,536 | 减持 |
| 10 | JPM | JPMORGAN CHASE & CO | $7.0M | 3.12% | 21,352 | 增持 |
| 11 | MRK | MERCK & CO INC | $5.8M | 2.61% | 45,368 | 增持 |
| 12 | WMT | WALMART INC | $5.5M | 2.46% | 48,688 | 减持 |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.3M | 2.37% | 11,115 | 增持 |
| 14 | PG | PROCTER & GAMBLE CO | $3.9M | 1.76% | 26,805 | 增持 |
| 15 | XOM | EXXON MOBIL CORP | $3.5M | 1.55% | 25,382 | 增持 |
| 16 | ASML | ASML HLDG NV | $3.3M | 1.46% | 1,647 | 增持 |
| 17 | TSLA | TESLA INC | $3.1M | 1.37% | 7,284 | 增持 |
| 18 | SCHW | SCHWAB CHARLES CORP | $3.0M | 1.35% | 32,665 | 增持 |
| 19 | VZ | VERIZON COMMUNICATIONS INC | $3.0M | 1.35% | 71,192 | 增持 |
| 20 | MCD | MCDONALDS CORP | $2.9M | 1.31% | 10,825 | 增持 |
| 21 | T | AT&T INC | $2.8M | 1.25% | 135,607 | 增持 |
| 22 | IBIT | ISHARES BITCOIN TRUST ETF | $2.8M | 1.23% | 82,763 | 增持 |
| 23 | CVX | CHEVRON CORPORATION | $2.5M | 1.13% | 15,316 | 减持 |
| 24 | KO | COCA COLA CO | $2.2M | 1.00% | 27,638 | 持平 |
| 25 | MU | MICRON TECHNOLOGY INC | $2.2M | 1.00% | 1,944 | 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