Grandview Asset Management LLC 13F 持仓 · 2026年Q2
Grandview Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 146 只证券，申报市值合计 4.03 亿美元。前几大持仓：NVDA（18.30%）、QQQ（5.46%）、AAPL（4.95%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $73.7M | 18.30% | 368,103 | 减持 |
| 2 | QQQ | INVESCO QQQ TR | $22.0M | 5.46% | 30,038 | 增持 |
| 3 | AAPL | APPLE INC | $19.9M | 4.95% | 68,935 | 减持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $15.7M | 3.90% | 21,052 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $14.0M | 3.48% | 37,614 | 减持 |
| 6 | VYM | VANGUARD WHITEHALL FDS | $13.7M | 3.40% | 86,416 | 减持 |
| 7 | AVGO | BROADCOM INC | $12.0M | 2.99% | 32,088 | 减持 |
| 8 | VTV | VANGUARD INDEX FDS | $11.9M | 2.95% | 54,413 | 增持 |
| 9 | GOOG | ALPHABET INC | $11.6M | 2.87% | 32,689 | 增持 |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | $11.1M | 2.75% | 14,498 | 减持 |
| 11 | AMZN | AMAZON COM INC | $8.2M | 2.05% | 34,571 | 增持 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.2M | 2.04% | 16,427 | 减持 |
| 13 | SOXX | ISHARES TR | $7.6M | 1.89% | 11,848 | 增持 |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $7.1M | 1.76% | 12,190 | 增持 |
| 15 | MRVL | MARVELL TECHNOLOGY INC | $7.0M | 1.73% | 23,281 | 增持 |
| 16 | JPM | JPMORGAN CHASE & CO | $5.7M | 1.43% | 17,540 | 增持 |
| 17 | PPL | PPL CORP | $5.4M | 1.33% | 147,727 | 减持 |
| 18 | VUG | VANGUARD INDEX FDS | $5.4M | 1.33% | 62,273 | 增持 |
| 19 | META | META PLATFORMS INC | $5.3M | 1.32% | 9,456 | 减持 |
| 20 | GOOGL | ALPHABET INC | $5.1M | 1.26% | 14,221 | 减持 |
| 21 | ABBV | ABBVIE INC | $4.5M | 1.12% | 17,987 | 减持 |
| 22 | VB | VANGUARD INDEX FDS | $4.1M | 1.01% | 13,417 | 减持 |
| 23 | TSLA | TESLA INC | $4.0M | 0.98% | 9,420 | 增持 |
| 24 | WMT | WALMART INC | $3.9M | 0.96% | 34,189 | 增持 |
| 25 | VO | VANGUARD INDEX FDS | $3.7M | 0.93% | 46,947 | 增持 |
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