Harvest Fund Management Co., Ltd 13F 持仓 · 2026年Q2
Harvest Fund Management Co. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 454 只证券，申报市值合计 30.20 亿美元。前几大持仓：NVDA（6.41%）、AAPL（5.86%）、MU（4.87%）。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 | NVDA | NVIDIA Corp | $193.6M | 6.41% | 969,036 | 减持 |
| 2 | AAPL | Apple Inc | $177.1M | 5.86% | 612,571 | 减持 |
| 3 | MU | Micron Technology Inc | $147.2M | 4.87% | 127,914 | 减持 |
| 4 | AMD | Advanced Micro Devices Inc | $126.4M | 4.19% | 217,921 | 增持 |
| 5 | AVGO | Broadcom Inc | $112.9M | 3.74% | 299,387 | 增持 |
| 6 | MSFT | Microsoft Corp | $110.1M | 3.64% | 295,250 | 减持 |
| 7 | GOOGL | Alphabet Inc | $104.1M | 3.45% | 291,502 | 减持 |
| 8 | AMZN | Amazon.com Inc | $102.6M | 3.40% | 430,580 | 增持 |
| 9 | TSLA | Tesla Inc | $77.8M | 2.58% | 185,093 | 减持 |
| 10 | INTC | Intel Corp | $75.5M | 2.50% | 541,588 | 增持 |
| 11 | KLAC | KLA Corp | $73.5M | 2.43% | 244,082 | 增持 |
| 12 | GOOG | Alphabet Inc | $73.0M | 2.42% | 206,734 | 减持 |
| 13 | AMAT | Applied Materials Inc | $71.3M | 2.36% | 98,626 | 增持 |
| 14 | LRCX | Lam Research Corp | $60.5M | 2.00% | 139,588 | 减持 |
| 15 | META | Meta Platforms Inc | $60.5M | 2.00% | 107,431 | 减持 |
| 16 | TSM | TSMC | $51.7M | 1.71% | 108,476 | 增持 |
| 17 | MRVL | Marvell Technology Inc | $47.0M | 1.56% | 158,266 | 减持 |
| 18 | QCOM | QUALCOMM Inc | $46.6M | 1.54% | 252,087 | 增持 |
| 19 | WMT | Walmart Inc | $42.2M | 1.40% | 372,406 | 减持 |
| 20 | WDC | WESTERN DIGITAL CORP. | $42.0M | 1.39% | 65,829 | 增持 |
| 21 | COST | Costco Wholesale Corp | $40.9M | 1.36% | 43,755 | 增持 |
| 22 | MPWR | Monolithic Power Systems Inc | $38.7M | 1.28% | 28,056 | 增持 |
| 23 | PDD | Pinduoduo Inc | $37.8M | 1.25% | 496,105 | 增持 |
| 24 | ASML | ASML Holding NV | $35.9M | 1.19% | 18,068 | 增持 |
| 25 | CSCO | Cisco Systems Inc/Delaware | $34.9M | 1.15% | 297,098 | 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