Princeton Capital Management LLC 13F 持仓 · 2026年Q2
Princeton Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 145 只证券，申报市值合计 4.43 亿美元。前几大持仓：NVDA（16.31%）、AAPL（8.62%）、GOOGL（6.90%）。本季前 25 大持仓中：增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $72.3M | 16.31% | 361,332 | 减持 |
| 2 | AAPL | APPLE INC | $38.2M | 8.62% | 132,060 | 减持 |
| 3 | GOOGL | ALPHABET INC | $30.6M | 6.90% | 85,652 | 增持 |
| 4 | AMZN | AMAZON COM INC | $25.8M | 5.83% | 108,383 | 减持 |
| 5 | CRWD | CROWDSTRIKE HLDGS INC | $25.3M | 5.71% | 33,149 | 增持 |
| 6 | PWR | QUANTA SVCS INC | $20.8M | 4.70% | 28,944 | 增持 |
| 7 | LLY | ELI LILLY & CO | $20.6M | 4.65% | 17,172 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $19.9M | 4.48% | 53,220 | 减持 |
| 9 | AVGO | BROADCOM INC | $12.5M | 2.83% | 33,196 | 增持 |
| 10 | GEV | GE VERNOVA INC | $11.6M | 2.61% | 9,849 | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO | $7.3M | 1.64% | 22,180 | 增持 |
| 12 | VRTX | VERTEX PHARMACEUTICALS INC | $7.0M | 1.58% | 14,074 | 减持 |
| 13 | GLW | CORNING INC | $7.0M | 1.57% | 27,298 | 减持 |
| 14 | C | CITIGROUP INC | $6.9M | 1.55% | 48,961 | 增持 |
| 15 | COHR | COHERENT CORP | $6.0M | 1.35% | 15,141 | 增持 |
| 16 | AMD | ADVANCED MICRO DEVICES INC | $5.3M | 1.19% | 9,056 | 减持 |
| 17 | GE | GE AEROSPACE | $5.2M | 1.18% | 14,040 | 增持 |
| 18 | CAT | CATERPILLAR INC | $5.1M | 1.15% | 4,801 | 持平 |
| 19 | GOOG | ALPHABET INC | $4.7M | 1.06% | 13,306 | 减持 |
| 20 | RTX | RTX CORPORATION | $4.2M | 0.95% | 22,226 | 增持 |
| 21 | TSLA | TESLA INC | $3.9M | 0.87% | 9,197 | 增持 |
| 22 | ZS | ZSCALER INC | $3.7M | 0.82% | 25,876 | 增持 |
| 23 | MRVL | MARVELL TECHNOLOGY INC | $3.3M | 0.75% | 11,228 | 减持 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $3.3M | 0.74% | 3,514 | 减持 |
| 25 | AXP | AMERICAN EXPRESS CO | $3.2M | 0.73% | 9,558 | 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