First Washington CORP 13F 持仓 · 2026年Q2
First Washington 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 51 只证券，申报市值合计 4.11 亿美元。前几大持仓：JCPB（19.87%）、PCAR（8.45%）、MU（5.53%）。本季前 25 大持仓中：增持 5 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $81.6M | 19.87% | 1.7M | 增持 |
| 2 | PCAR | PACCAR INC | $34.7M | 8.45% | 288,639 | 持平 |
| 3 | MU | MICRON TECHNOLOGY INC | $22.7M | 5.53% | 19,657 | 减持 |
| 4 | DY | DYCOM INDS INC | $16.7M | 4.06% | 32,989 | 减持 |
| 5 | MRVL | MARVELL TECHNOLOGY INC | $16.2M | 3.96% | 54,548 | 减持 |
| 6 | VKTX | VIKING THERAPEUTICS INC | $14.9M | 3.62% | 381,300 | 减持 |
| 7 | MTZ | MASTEC INC | $12.9M | 3.15% | 31,052 | 减持 |
| 8 | GEV | GE VERNOVA INC | $12.0M | 2.93% | 10,243 | 减持 |
| 9 | LASR | NLIGHT INC | $11.6M | 2.82% | 166,098 | 减持 |
| 10 | GVA | GRANITE CONSTR INC | $10.3M | 2.52% | 65,390 | 减持 |
| 11 | LLY | ELI LILLY & CO | $10.2M | 2.49% | 8,516 | 减持 |
| 12 | GDX | VANECK ETF TRUST | $10.2M | 2.48% | 134,882 | 增持 |
| 13 | BABA | ALIBABA GROUP HLDG LTD | $10.0M | 2.43% | 103,936 | 增持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $10.0M | 2.43% | 13,376 | 减持 |
| 15 | CRWD | CROWDSTRIKE HLDGS INC | $8.6M | 2.09% | 11,225 | 减持 |
| 16 | ALK | ALASKA AIR GROUP INC | $8.5M | 2.07% | 162,534 | 减持 |
| 17 | BAC | BANK OF AMER CORP | $7.9M | 1.92% | 138,143 | 减持 |
| 18 | VCEL | VERICEL CORP | $7.6M | 1.85% | 170,355 | 增持 |
| 19 | ETN | EATON CORP PLC | $7.4M | 1.80% | 17,348 | 减持 |
| 20 | ANET | ARISTA NETWORKS INC | $7.3M | 1.77% | 42,689 | 减持 |
| 21 | AMZN | AMAZON COM INC | $6.9M | 1.68% | 28,857 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $6.1M | 1.50% | 16,460 | 增持 |
| 23 | AVGO | BROADCOM INC | $6.1M | 1.48% | 16,044 | 减持 |
| 24 | CME | CME GROUP INC | $5.9M | 1.44% | 26,736 | 减持 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $5.9M | 1.43% | 6,273 | 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