Guinness Atkinson Asset Management Inc 13F 持仓 · 2026年Q2
Guinness Atkinson Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 107 只证券，申报市值合计 2.23 亿美元。前几大持仓：TSM（5.51%）、AVGO（4.78%）、AMAT（4.55%）。本季前 25 大持仓中：新建仓 2 只、增持 5 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $12.3M | 5.51% | 25,719 | 增持 |
| 2 | AVGO | BROADCOM INC | $10.7M | 4.78% | 28,243 | 减持 |
| 3 | AMAT | APPLIED MATLS INC | $10.1M | 4.55% | 14,038 | 减持 |
| 4 | KLAC | KLA CORP | $10.0M | 4.46% | 33,005 | 增持 |
| 5 | LRCX | LAM RESEARCH CORP | $8.9M | 3.98% | 20,507 | 减持 |
| 6 | APH | AMPHENOL CORP | $8.8M | 3.95% | 49,982 | 减持 |
| 7 | AMD | ADVANCED MICRO DEVICES INC | $8.2M | 3.69% | 14,186 | 新建仓 |
| 8 | GOOGL | ALPHABET INC | $7.2M | 3.22% | 20,101 | 减持 |
| 9 | AMZN | AMAZON COM INC | $7.0M | 3.16% | 29,534 | 减持 |
| 10 | NVDA | NVIDIA CORPORATION | $6.9M | 3.11% | 34,689 | 减持 |
| 11 | MSFT | MICROSOFT CORP | $6.7M | 3.02% | 18,051 | 减持 |
| 12 | V | VISA INC | $6.7M | 3.01% | 19,542 | 减持 |
| 13 | AAPL | APPLE INC | $6.5M | 2.93% | 22,562 | 减持 |
| 14 | AME | AMETEK INC | $6.4M | 2.89% | 26,604 | 减持 |
| 15 | MDT | MEDTRONIC PLC | $6.3M | 2.82% | 80,431 | 增持 |
| 16 | MA | MASTERCARD INCORPORATED | $6.2M | 2.77% | 12,014 | 减持 |
| 17 | NDAQ | NASDAQ INC | $6.1M | 2.75% | 77,850 | 新建仓 |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | $6.1M | 2.72% | 12,085 | 减持 |
| 19 | ROP | ROPER TECHNOLOGIES INC | $6.0M | 2.70% | 17,790 | 减持 |
| 20 | DHR | DANAHER CORP DEL | $5.7M | 2.54% | 29,708 | 减持 |
| 21 | META | META PLATFORMS INC | $5.3M | 2.37% | 9,404 | 减持 |
| 22 | NFLX | NETFLIX INC. | $5.3M | 2.36% | 73,724 | 减持 |
| 23 | ICE | INTERCONTINENTAL EXCHANGE IN | $5.2M | 2.31% | 41,942 | 增持 |
| 24 | CRM | SALESFORCE INC | $5.0M | 2.24% | 31,825 | 减持 |
| 25 | NTES | NETEASE COM INC | $3.1M | 1.39% | 24,258 | 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