N10 Wealth, LLC 13F 持仓 · 2026年Q2
N10 Wealth 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 2.82 亿美元。前几大持仓：CARY（7.42%）、VRT（7.15%）、NVDA（6.88%）。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 | CARY | ANGEL OAK FUNDS TRUST | $20.9M | 7.42% | 1.0M | 新建仓 |
| 2 | VRT | VERTIV HOLDINGS CO | $20.2M | 7.15% | 60,194 | 新建仓 |
| 3 | NVDA | NVIDIA CORPORATION | $19.4M | 6.88% | 96,866 | 新建仓 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $19.4M | 6.88% | 40,601 | 新建仓 |
| 5 | GOOG | ALPHABET INC | $16.7M | 5.94% | 47,381 | 新建仓 |
| 6 | AMZN | AMAZON COM INC | $16.7M | 5.92% | 70,014 | 新建仓 |
| 7 | LRCX | LAM RESEARCH CORP | $14.7M | 5.22% | 33,943 | 新建仓 |
| 8 | GOOGL | ALPHABET INC | $12.4M | 4.40% | 34,706 | 新建仓 |
| 9 | SNDK | SANDISK CORP | $12.0M | 4.25% | 5,271 | 新建仓 |
| 10 | MRVL | MARVELL TECHNOLOGY INC | $11.7M | 4.13% | 39,117 | 新建仓 |
| 11 | GEV | GE VERNOVA INC | $9.5M | 3.38% | 8,118 | 新建仓 |
| 12 | META | META PLATFORMS INC | $8.9M | 3.16% | 15,815 | 新建仓 |
| 13 | AVGO | BROADCOM INC | $8.1M | 2.86% | 21,344 | 新建仓 |
| 14 | AXON | AXON ENTERPRISE INC | $7.8M | 2.78% | 13,974 | 新建仓 |
| 15 | PWR | QUANTA SVCS INC | $7.3M | 2.59% | 10,155 | 新建仓 |
| 16 | PLTR | PALANTIR TECHNOLOGIES INC | $7.1M | 2.52% | 60,914 | 新建仓 |
| 17 | MSFT | MICROSOFT CORP | $6.9M | 2.44% | 18,422 | 新建仓 |
| 18 | VST | VISTRA CORP | $6.7M | 2.37% | 42,097 | 新建仓 |
| 19 | LITE | LUMENTUM HLDGS INC | $5.9M | 2.10% | 6,896 | 新建仓 |
| 20 | ORCL | ORACLE CORP | $5.8M | 2.08% | 39,916 | 新建仓 |
| 21 | MCK | MCKESSON CORP | $5.7M | 2.04% | 7,599 | 新建仓 |
| 22 | AXP | AMERICAN EXPRESS CO | $5.2M | 1.86% | 15,499 | 新建仓 |
| 23 | APH | AMPHENOL CORP NEW | $4.9M | 1.75% | 27,977 | 新建仓 |
| 24 | LLY | ELI LILLY & CO | $4.9M | 1.75% | 4,111 | 新建仓 |
| 25 | UBER | UBER TECHNOLOGIES INC | $4.9M | 1.73% | 67,519 | 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