Proem Advisors LLC 13F 持仓 · 2026年Q2
Proem Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 34 只证券，申报市值合计 18.71 亿美元。前几大持仓：MU（29.74%）、AMD（7.61%）、INTC（7.09%）。本季前 25 大持仓中：新建仓 14 只、增持 6 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $556.4M | 29.74% | 482,000 | 增持 |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $142.5M | 7.61% | 245,226 | 增持 |
| 3 | INTC | INTEL CORP | $132.6M | 7.09% | 950,000 | 新建仓 |
| 4 | DRAM | ROUNDHILL ETF TRUST | $120.0M | 6.41% | 1.6M | 新建仓 |
| 5 | LRCX | LAM RESEARCH CORP | $114.8M | 6.14% | 265,000 | 新建仓 |
| 6 | NVDA | NVIDIA CORPORATION | $89.0M | 4.76% | 445,000 | 减持 |
| 7 | COHR | COHERENT CORP | $76.9M | 4.11% | 195,000 | 新建仓 |
| 8 | AMAT | APPLIED MATLS INC | $61.5M | 3.28% | 85,000 | 新建仓 |
| 9 | KLAC | KLA CORP | $60.3M | 3.23% | 200,000 | 新建仓 |
| 10 | MSFT | MICROSOFT CORP | $56.5M | 3.02% | 151,500 | 增持 |
| 11 | DELL | DELL TECHNOLOGIES INC | $53.5M | 2.86% | 124,000 | 新建仓 |
| 12 | AMZN | AMAZON COM INC | $50.1M | 2.68% | 210,000 | 增持 |
| 13 | TXN | TEXAS INSTRS INC | $38.0M | 2.03% | 127,500 | 新建仓 |
| 14 | GOOG | ALPHABET INC | $37.1M | 1.98% | 105,000 | 增持 |
| 15 | AAPL | APPLE INC | $31.8M | 1.70% | 110,000 | 减持 |
| 16 | MRVL | MARVELL TECHNOLOGY INC | $29.8M | 1.59% | 100,000 | 新建仓 |
| 17 | MCHP | MICROCHIP TECHNOLOGY INC. | $22.8M | 1.22% | 250,000 | 新建仓 |
| 18 | ARM | ARM HOLDINGS PLC | $20.4M | 1.09% | 57,500 | 新建仓 |
| 19 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $16.3M | 0.87% | 60,000 | 新建仓 |
| 20 | APP | APPLOVIN CORP | $14.2M | 0.76% | 27,500 | 减持 |
| 21 | SE | SEA LTD | $13.3M | 0.71% | 139,000 | 增持 |
| 22 | WDAY | WORKDAY INC | $12.2M | 0.65% | 100,000 | 新建仓 |
| 23 | AVGO | BROADCOM INC | $11.3M | 0.61% | 30,000 | 减持 |
| 24 | META | META PLATFORMS INC | $11.3M | 0.60% | 20,000 | 减持 |
| 25 | SMCI | SUPER MICRO COMPUTER INC | $10.8M | 0.58% | 368,000 | 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