Fountainhead AM, LLC 13F 持仓 · 2026年Q2
Fountainhead AM 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 221 只证券,申报市值合计 1.35 亿美元。前几大持仓:AAPL(9.72%)、VV(4.95%)、AMGN(4.93%)。本季前 25 大持仓中:增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $13.1M | 9.72% | 45,170 | 增持 |
| 2 | VV | VANGUARD INDEX FDS | $6.7M | 4.95% | 19,352 | 增持 |
| 3 | AMGN | AMGEN INC | $6.6M | 4.93% | 18,327 | 增持 |
| 4 | AMZN | AMAZON COM INC | $4.8M | 3.56% | 20,102 | 增持 |
| 5 | AVGO | BROADCOM INC | $4.6M | 3.42% | 12,172 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $4.6M | 3.42% | 22,987 | 增持 |
| 7 | GOOGL | ALPHABET INC | $4.5M | 3.36% | 12,662 | 增持 |
| 8 | IJR | ISHARES TR | $4.3M | 3.16% | 28,667 | 减持 |
| 9 | IWB | ISHARES TR | $3.9M | 2.88% | 9,469 | 减持 |
| 10 | JIVE | J P MORGAN EXCHANGE TRADED F | $3.6M | 2.69% | 39,333 | 减持 |
| 11 | NVO | NOVO-NORDISK A S | $3.5M | 2.61% | 73,106 | 增持 |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | $3.5M | 2.57% | 68,307 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $3.5M | 2.57% | 9,263 | 增持 |
| 14 | VTV | VANGUARD INDEX FDS | $2.7M | 2.01% | 12,395 | 减持 |
| 15 | EFV | ISHARES TR | $2.6M | 1.94% | 34,137 | 减持 |
| 16 | VUG | VANGUARD INDEX FDS | $2.2M | 1.64% | 25,606 | 增持 |
| 17 | EFG | ISHARES TR | $2.2M | 1.63% | 17,588 | 减持 |
| 18 | IVV | ISHARES TR | $2.2M | 1.61% | 2,896 | 减持 |
| 19 | META | META PLATFORMS INC | $1.9M | 1.45% | 3,461 | 减持 |
| 20 | GOOG | ALPHABET INC | $1.9M | 1.44% | 5,498 | 增持 |
| 21 | SCHG | SCHWAB STRATEGIC TR | $1.9M | 1.43% | 56,849 | 减持 |
| 22 | VMBS | VANGUARD SCOTTSDALE FDS | $1.8M | 1.34% | 38,431 | 减持 |
| 23 | JPM | JPMORGAN CHASE & CO | $1.8M | 1.33% | 5,472 | 增持 |
| 24 | PANW | PALO ALTO NETWORKS INC | $1.7M | 1.26% | 4,952 | 增持 |
| 25 | VOO | VANGUARD INDEX FDS | $1.4M | 1.06% | 2,075 | 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