Jessup Wealth Management, Inc 13F 持仓 · 2026年Q2
Jessup Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 81 只证券，申报市值合计 3.35 亿美元。前几大持仓：AMZN（10.12%）、NVDA（7.85%）、AAPL（7.67%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $33.9M | 10.12% | 142,342 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $26.3M | 7.85% | 131,447 | 减持 |
| 3 | AAPL | APPLE INC | $25.7M | 7.67% | 88,825 | 增持 |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $20.5M | 6.11% | 35,255 | 减持 |
| 5 | GOOGL | ALPHABET INC | $16.1M | 4.82% | 45,182 | 减持 |
| 6 | UNH | UNITEDHEALTH GROUP INC | $13.9M | 4.15% | 33,489 | 增持 |
| 7 | MU | MICRON TECHNOLOGY INC | $13.5M | 4.02% | 11,687 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $13.5M | 4.01% | 36,083 | 增持 |
| 9 | JNK | SPDR SERIES TRUST | $13.3M | 3.96% | 137,830 | 增持 |
| 10 | IEF | ISHARES TR | $11.2M | 3.35% | 118,652 | 增持 |
| 11 | VXF | VANGUARD INDEX FDS | $10.7M | 3.20% | 43,511 | 增持 |
| 12 | TSLA | TESLA INC | $10.6M | 3.16% | 25,163 | 减持 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $10.1M | 3.01% | 10,786 | 减持 |
| 14 | BABA | ALIBABA GROUP HLDG LTD | $9.0M | 2.68% | 93,450 | 增持 |
| 15 | TMUS | T-MOBILE US INC | $8.7M | 2.58% | 51,657 | 增持 |
| 16 | CQQQ | INVESCO EXCH TRADED FD TR II | $8.2M | 2.46% | 144,529 | 增持 |
| 17 | IGV | ISHARES TR | $8.3M | 2.46% | 91,105 | 增持 |
| 18 | CSX | CSX CORP | $6.8M | 2.03% | 143,021 | 增持 |
| 19 | NVO | NOVO-NORDISK A S | $6.6M | 1.96% | 136,973 | 新建仓 |
| 20 | XLK | SELECT SECTOR SPDR TR | $6.0M | 1.79% | 31,423 | 减持 |
| 21 | JPM | JPMORGAN CHASE & CO | $5.6M | 1.67% | 17,060 | 减持 |
| 22 | PG | PROCTER & GAMBLE CO | $4.7M | 1.39% | 31,799 | 增持 |
| 23 | CRWD | CROWDSTRIKE HLDGS INC | $3.6M | 1.07% | 4,716 | 增持 |
| 24 | IWM | ISHARES TR | $3.0M | 0.90% | 10,071 | 增持 |
| 25 | CINF | CINCINNATI FINL CORP | $2.1M | 0.64% | 11,507 | 持平 |
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