Laidlaw Wealth Management LLC 13F 持仓 · 2026年Q2
Laidlaw Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 59 只证券，申报市值合计 3,506.11 万美元。前几大持仓：NVDA（9.05%）、AAPL（6.27%）、QQQ（5.39%）。本季前 25 大持仓中：新建仓 4 只、增持 11 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $3.2M | 9.05% | 15,860 | 减持 |
| 2 | AAPL | APPLE INC | $2.2M | 6.27% | 7,597 | 减持 |
| 3 | QQQ | INVESCO QQQ TR | $1.9M | 5.39% | 2,568 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $1.7M | 4.82% | 4,526 | 增持 |
| 5 | TSLA | TESLA INC | $1.5M | 4.33% | 3,611 | 减持 |
| 6 | META | META PLATFORMS INC | $1.4M | 3.85% | 2,399 | 减持 |
| 7 | PANW | PALO ALTO NETWORKS INC | $1.3M | 3.69% | 3,790 | 增持 |
| 8 | LLY | ELI LILLY & CO | $1.3M | 3.60% | 1,052 | 增持 |
| 9 | QBTS | D-WAVE QUANTUM INC | $976,417 | 2.78% | 40,701 | 增持 |
| 10 | BABA | ALIBABA GROUP HLDG LTD | $875,530 | 2.50% | 9,122 | 减持 |
| 11 | GOOGL | ALPHABET INC | $792,289 | 2.26% | 2,217 | 增持 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $789,615 | 2.25% | 1,578 | 增持 |
| 13 | AMZN | AMAZON COM INC | $762,211 | 2.17% | 3,198 | 减持 |
| 14 | AMAT | APPLIED MATLS INC | $690,891 | 1.97% | 956 | 新建仓 |
| 15 | KO | COCA COLA CO | $639,351 | 1.82% | 7,867 | 新建仓 |
| 16 | CAH | CARDINAL HEALTH INC | $609,341 | 1.74% | 2,565 | 增持 |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $590,000 | 1.68% | 5,057 | 减持 |
| 18 | BNY | BANK OF NY MELLON CORP | $561,810 | 1.60% | 3,885 | 增持 |
| 19 | AVGO | BROADCOM INC | $531,603 | 1.52% | 1,407 | 减持 |
| 20 | STT | STATE STR CORP | $530,170 | 1.51% | 3,126 | 新建仓 |
| 21 | CNP | CENTERPOINT ENERGY INC | $510,952 | 1.46% | 11,602 | 增持 |
| 22 | APH | AMPHENOL CORP | $480,648 | 1.37% | 2,726 | 新建仓 |
| 23 | SHLD | GLOBAL X FDS | $465,439 | 1.33% | 7,795 | 减持 |
| 24 | PM | PHILIP MORRIS INTL INC | $456,436 | 1.30% | 2,523 | 增持 |
| 25 | ET | ENERGY TRANSFER L P | $431,730 | 1.23% | 22,580 | 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