Pathway Wealth Management LLC 13F 持仓 · 2026年Q2
Pathway Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 31 只证券，申报市值合计 1.43 亿美元。前几大持仓：NVDA（28.35%）、AMD（15.24%）、AVGO（11.79%）。本季前 25 大持仓中：新建仓 1 只、增持 4 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $40.7M | 28.35% | 203,197 | 减持 |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $21.8M | 15.24% | 37,610 | 减持 |
| 3 | AVGO | BROADCOM INC | $16.9M | 11.79% | 44,766 | 减持 |
| 4 | LLY | ELI LILLY & CO | $8.6M | 6.00% | 7,173 | 减持 |
| 5 | MRVL | MARVELL TECHNOLOGY INC | $7.1M | 4.95% | 23,825 | 持平 |
| 6 | AMZN | AMAZON COM INC | $5.8M | 4.03% | 24,275 | 减持 |
| 7 | GOOG | ALPHABET INC | $5.7M | 3.96% | 16,059 | 增持 |
| 8 | MU | MICRON TECHNOLOGY INC | $5.7M | 3.94% | 4,900 | 减持 |
| 9 | AMAT | APPLIED MATLS INC | $4.3M | 3.03% | 6,000 | 减持 |
| 10 | AAPL | APPLE INC | $3.7M | 2.61% | 12,950 | 持平 |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $3.5M | 2.41% | 3,690 | 减持 |
| 12 | ETN | EATON CORP PLC | $2.8M | 1.93% | 6,493 | 增持 |
| 13 | CRWD | CROWDSTRIKE HLDGS INC | $2.5M | 1.78% | 3,337 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $2.4M | 1.66% | 6,375 | 减持 |
| 15 | GEV | GE VERNOVA INC | $1.8M | 1.23% | 1,505 | 持平 |
| 16 | ANET | ARISTA NETWORKS INC | $1.7M | 1.18% | 10,000 | 减持 |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC | $1.5M | 1.02% | 2,930 | 持平 |
| 18 | CAT | CATERPILLAR INC | $1.2M | 0.81% | 1,095 | 持平 |
| 19 | HD | HOME DEPOT INC | $1.1M | 0.77% | 3,140 | 减持 |
| 20 | GLW | CORNING INC | $859,522 | 0.60% | 3,365 | 持平 |
| 21 | LIN | LINDE PLC | $570,834 | 0.40% | 1,100 | 持平 |
| 22 | Q | QNITY ELECTRONICS INC | $519,326 | 0.36% | 3,180 | 新建仓 |
| 23 | JPM | JPMORGAN CHASE & CO | $474,629 | 0.33% | 1,450 | 持平 |
| 24 | CRWV | COREWEAVE INC | $409,906 | 0.29% | 4,118 | 增持 |
| 25 | SHOP | SHOPIFY INC | $325,413 | 0.23% | 2,850 | 持平 |
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