Lotus Asset Management LLC 13F 持仓 · 2026年Q2
Lotus Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 43 只证券，申报市值合计 1.13 亿美元。前几大持仓：VOO（23.51%）、AAPL（17.72%）、QQQM（13.03%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $26.6M | 23.51% | 38,688 | 新建仓 |
| 2 | AAPL | APPLE INC | $20.0M | 17.72% | 69,222 | 新建仓 |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $14.7M | 13.03% | 48,587 | 新建仓 |
| 4 | VOOV | VANGUARD ADMIRAL FDS INC | $10.2M | 8.99% | 46,932 | 新建仓 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $8.8M | 7.75% | 37,032 | 新建仓 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $5.2M | 4.57% | 6,912 | 新建仓 |
| 7 | DGRW | WISDOMTREE TR | $4.0M | 3.51% | 41,514 | 新建仓 |
| 8 | DGRO | ISHARES TR | $2.8M | 2.44% | 36,340 | 新建仓 |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | $2.4M | 2.16% | 7,198 | 新建仓 |
| 10 | GOOGL | ALPHABET INC | $2.2M | 1.97% | 6,231 | 新建仓 |
| 11 | MSFT | MICROSOFT CORP | $1.5M | 1.31% | 3,968 | 新建仓 |
| 12 | VTV | VANGUARD INDEX FDS | $1.2M | 1.04% | 5,404 | 新建仓 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $1.0M | 0.91% | 14,399 | 新建仓 |
| 14 | QQQ | INVESCO QQQ TR | $1.0M | 0.89% | 1,363 | 新建仓 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $990,423 | 0.88% | 2,074 | 新建仓 |
| 16 | XLC | SELECT SECTOR SPDR TR | $902,920 | 0.80% | 8,429 | 新建仓 |
| 17 | AMZN | AMAZON COM INC | $808,762 | 0.72% | 3,393 | 新建仓 |
| 18 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $675,500 | 0.60% | 700 | 新建仓 |
| 19 | GLD | SPDR GOLD TR | $637,851 | 0.56% | 1,731 | 新建仓 |
| 20 | MOAT | VANECK ETF TRUST | $551,203 | 0.49% | 5,301 | 新建仓 |
| 21 | AIQ | GLOBAL X FDS | $505,258 | 0.45% | 7,701 | 新建仓 |
| 22 | META | META PLATFORMS INC | $464,022 | 0.41% | 824 | 新建仓 |
| 23 | XLY | SELECT SECTOR SPDR TR | $465,049 | 0.41% | 3,965 | 新建仓 |
| 24 | SCHG | SCHWAB STRATEGIC TR | $445,679 | 0.39% | 13,170 | 新建仓 |
| 25 | VGT | VANGUARD WORLD FD | $402,073 | 0.36% | 3,365 | 新建仓 |
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