Finivi Inc. 13F 持仓 · 2026年Q2
Finivi 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 111 只证券，申报市值合计 1.95 亿美元。前几大持仓：TOTL（5.29%）、VCIT（5.22%）、QQQ（5.20%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TOTL | SSGA ACTIVE ETF TR | $10.3M | 5.29% | 261,512 | 减持 |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $10.2M | 5.22% | 123,173 | 减持 |
| 3 | QQQ | INVESCO QQQ TR | $10.1M | 5.20% | 13,769 | 减持 |
| 4 | GOOG | ALPHABET INC | $6.9M | 3.55% | 19,565 | 减持 |
| 5 | AVGO | BROADCOM INC | $6.7M | 3.46% | 17,845 | 减持 |
| 6 | AAPL | APPLE INC | $6.4M | 3.30% | 22,222 | 减持 |
| 7 | AMZN | AMAZON COM INC | $6.3M | 3.22% | 26,377 | 减持 |
| 8 | LLY | ELI LILLY & CO | $6.3M | 3.22% | 5,240 | 减持 |
| 9 | WMT | WALMART INC | $5.5M | 2.84% | 48,945 | 减持 |
| 10 | NVDA | NVIDIA CORPORATION | $5.5M | 2.83% | 27,599 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $5.1M | 2.62% | 13,677 | 增持 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.2M | 2.16% | 8,420 | 减持 |
| 13 | META | META PLATFORMS INC | $4.0M | 2.06% | 7,124 | 增持 |
| 14 | JPM | JPMORGAN CHASE & CO | $4.0M | 2.05% | 12,207 | 增持 |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $3.9M | 1.98% | 4,128 | 增持 |
| 16 | XLI | SELECT SECTOR SPDR TR | $3.7M | 1.91% | 20,109 | 减持 |
| 17 | XHS | SPDR SERIES TRUST | $3.5M | 1.81% | 26,758 | 新建仓 |
| 18 | C | CITIGROUP INC | $3.3M | 1.69% | 23,604 | 减持 |
| 19 | ORLY | OREILLY AUTOMOTIVE INC | $3.3M | 1.69% | 35,832 | 减持 |
| 20 | VRT | VERTIV HOLDINGS CO | $3.3M | 1.67% | 9,746 | 减持 |
| 21 | NU | NU HLDGS LTD | $3.1M | 1.61% | 235,621 | 减持 |
| 22 | NEE | NEXTERA ENERGY INC | $2.9M | 1.51% | 33,603 | 增持 |
| 23 | AMAT | APPLIED MATLS INC | $2.8M | 1.42% | 3,836 | 增持 |
| 24 | PM | PHILIP MORRIS INTL INC | $2.7M | 1.39% | 15,022 | 增持 |
| 25 | MCD | MCDONALDS CORP | $2.6M | 1.35% | 9,760 | 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