Naviter Wealth, LLC 13F 持仓 · 2026年Q2
Naviter Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 304 只证券，申报市值合计 11.02 亿美元。前几大持仓：AMLP（7.71%）、ACWI（5.48%）、JPST（5.04%）。本季前 25 大持仓中：增持 23 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMLP | ALPS ETF TR | $85.0M | 7.71% | 1.6M | 增持 |
| 2 | ACWI | ISHARES TR | $60.4M | 5.48% | 384,843 | 增持 |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $55.6M | 5.04% | 1.1M | 增持 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $54.2M | 4.92% | 113,327 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $38.4M | 3.48% | 191,813 | 增持 |
| 6 | AAPL | APPLE INC | $36.0M | 3.27% | 124,422 | 增持 |
| 7 | GOOGL | ALPHABET INC | $33.5M | 3.04% | 93,605 | 增持 |
| 8 | AMZN | AMAZON COM INC | $20.7M | 1.88% | 86,798 | 增持 |
| 9 | ASML | ASML HLDG NV | $18.1M | 1.64% | 9,088 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $17.3M | 1.57% | 46,317 | 减持 |
| 11 | AVGO | BROADCOM INC | $16.2M | 1.47% | 42,982 | 增持 |
| 12 | WELL | WELLTOWER INC | $14.0M | 1.27% | 61,832 | 增持 |
| 13 | LLY | ELI LILLY & CO | $13.3M | 1.21% | 11,109 | 增持 |
| 14 | ARCC | ARES CAPITAL CORP | $13.2M | 1.20% | 712,665 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO | $11.6M | 1.06% | 35,526 | 增持 |
| 16 | MU | MICRON TECHNOLOGY INC | $11.4M | 1.04% | 9,915 | 增持 |
| 17 | META | META PLATFORMS INC | $11.3M | 1.03% | 20,131 | 增持 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $11.1M | 1.01% | 19,100 | 增持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.1M | 1.00% | 22,101 | 增持 |
| 20 | PLD | PROLOGIS INC. | $11.0M | 1.00% | 81,436 | 增持 |
| 21 | TSLA | TESLA INC | $10.9M | 0.99% | 25,926 | 减持 |
| 22 | CAT | CATERPILLAR INC | $10.7M | 0.97% | 10,011 | 增持 |
| 23 | MLPA | GLOBAL X FDS | $10.7M | 0.97% | 201,119 | 增持 |
| 24 | WMT | WALMART INC | $10.3M | 0.94% | 91,065 | 增持 |
| 25 | BIZD | VANECK ETF TRUST | $9.4M | 0.85% | 738,897 | 增持 |
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