Halter Ferguson Financial Inc. 13F 持仓 · 2026年Q2
Halter Ferguson Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 6.17 亿美元。前几大持仓：TSLA（43.37%）、LMND（10.60%）、UPST（10.03%）。本季前 25 大持仓中：新建仓 4 只、增持 8 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | $267.8M | 43.37% | 629,194 | 增持 |
| 2 | LMND | LEMONADE INC | $65.4M | 10.60% | 1.0M | 增持 |
| 3 | UPST | UPSTART HLDGS INC | $61.9M | 10.03% | 1.7M | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $46.7M | 7.57% | 63,482 | 减持 |
| 5 | UMAC | UNUSUAL MACHS INC | $34.2M | 5.53% | 1.5M | 新建仓 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $27.2M | 4.40% | 36,400 | 增持 |
| 7 | MU | MICRON TECHNOLOGY INC | $20.9M | 3.39% | 18,140 | 减持 |
| 8 | OSCR | OSCAR HEALTH INC | $17.9M | 2.90% | 627,007 | 增持 |
| 9 | LLY | ELI LILLY & CO | $9.9M | 1.61% | 8,287 | 增持 |
| 10 | AMZN | AMAZON COM INC | $9.6M | 1.56% | 40,371 | 增持 |
| 11 | CADL | CANDEL THERAPEUTICS INC | $8.0M | 1.29% | 772,461 | 减持 |
| 12 | ATAI | ATAIBECKLEY INC | $7.8M | 1.27% | 1.5M | 新建仓 |
| 13 | DRAM | ROUNDHILL ETF TRUST | $7.5M | 1.21% | 101,192 | 新建仓 |
| 14 | BLZE | BACKBLAZE INC | $7.3M | 1.18% | 457,753 | 新建仓 |
| 15 | HBAN | HUNTINGTON BANCSHARES INC | $4.5M | 0.73% | 253,026 | 持平 |
| 16 | AAPL | APPLE INC | $3.5M | 0.57% | 12,060 | 减持 |
| 17 | NVDA | NVIDIA CORPORATION | $2.7M | 0.44% | 13,537 | 减持 |
| 18 | AGG | ISHARES TR | $1.8M | 0.29% | 18,298 | 增持 |
| 19 | RSPT | INVESCO EXCHANGE TRADED FD T | $1.6M | 0.26% | 24,648 | 减持 |
| 20 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.24% | 2 | 持平 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $1.3M | 0.21% | 17,953 | 持平 |
| 22 | VTI | VANGUARD INDEX FDS | $998,368 | 0.16% | 2,698 | 减持 |
| 23 | DSI | ISHARES TR | $921,121 | 0.15% | 6,469 | 持平 |
| 24 | MSFT | MICROSOFT CORP | $848,997 | 0.14% | 2,276 | 减持 |
| 25 | GOOGL | ALPHABET INC | $812,729 | 0.13% | 2,274 | 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