Mezzasalma Advisors, LLC 13F 持仓 · 2026年Q2
Mezzasalma Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 171 只证券，申报市值合计 4.98 亿美元。前几大持仓：GOOGL（5.90%）、TSLA（5.61%）、AAPL（5.44%）。本季前 25 大持仓中：新建仓 4 只、增持 13 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $29.4M | 5.90% | 82,214 | 减持 |
| 2 | TSLA | TESLA INC | $28.0M | 5.61% | 66,526 | 减持 |
| 3 | AAPL | APPLE INC | $27.1M | 5.44% | 93,718 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $24.9M | 5.00% | 124,625 | 减持 |
| 5 | BE | BLOOM ENERGY CORP | $24.5M | 4.93% | 81,081 | 增持 |
| 6 | META | META PLATFORMS INC | $20.5M | 4.12% | 36,445 | 减持 |
| 7 | ANET | ARISTA NETWORKS INC | $18.6M | 3.74% | 109,686 | 增持 |
| 8 | AMZN | AMAZON COM INC | $16.1M | 3.23% | 67,452 | 减持 |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $14.6M | 2.94% | 29,276 | 减持 |
| 10 | V | VISA INC | $13.1M | 2.62% | 38,092 | 增持 |
| 11 | EME | EMCOR GROUP INC | $11.1M | 2.23% | 13,364 | 增持 |
| 12 | MU | MICRON TECHNOLOGY INC | $10.4M | 2.09% | 9,023 | 增持 |
| 13 | VRT | VERTIV HOLDINGS CO | $9.2M | 1.85% | 27,525 | 增持 |
| 14 | CRS | CARPENTER TECHNOLOGY CORP | $8.9M | 1.79% | 14,481 | 增持 |
| 15 | MSFT | MICROSOFT CORP | $8.9M | 1.79% | 23,850 | 增持 |
| 16 | RCL | ROYAL CARIBBEAN GROUP | $7.8M | 1.56% | 24,526 | 减持 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $7.0M | 1.41% | 12,077 | 新建仓 |
| 18 | XLK | SELECT SECTOR SPDR TR | $7.0M | 1.40% | 52,454 | 增持 |
| 19 | SMH | VANECK ETF TRUST | $6.8M | 1.36% | 22,086 | 增持 |
| 20 | NFLX | NETFLIX INC. | $6.2M | 1.24% | 86,490 | 增持 |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $6.1M | 1.22% | 28,614 | 新建仓 |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.9M | 1.19% | 12,428 | 增持 |
| 23 | IWY | ISHARES TR | $5.8M | 1.17% | 32,471 | 增持 |
| 24 | SJNK | SPDR SERIES TRUST | $5.8M | 1.17% | 233,377 | 新建仓 |
| 25 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $5.7M | 1.15% | 5,925 | 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