QTR Family Wealth, LLC 13F 持仓 · 2026年Q2
QTR Family Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 337 只证券，申报市值合计 2.87 亿美元。前几大持仓：NVDA（3.85%）、AAPL（3.67%）、BXSL（2.99%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $11.0M | 3.85% | 55,165 | 增持 |
| 2 | AAPL | APPLE INC | $10.5M | 3.67% | 36,376 | 增持 |
| 3 | BXSL | BLACKSTONE SECD LENDING FD | $8.6M | 2.99% | 362,376 | 增持 |
| 4 | GOOG | ALPHABET INC | $7.5M | 2.61% | 21,214 | 减持 |
| 5 | TSLA | TESLA INC | $7.5M | 2.61% | 17,789 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $7.0M | 2.45% | 18,888 | 增持 |
| 7 | ABX | ABACUS GLOBAL MGMT INC | $6.9M | 2.39% | 641,685 | 增持 |
| 8 | AMZN | AMAZON COM INC | $6.8M | 2.37% | 28,590 | 增持 |
| 9 | QQQ | INVESCO QQQ TR | $6.0M | 2.09% | 8,138 | 增持 |
| 10 | VOO | VANGUARD INDEX FDS | $5.8M | 2.03% | 8,494 | 减持 |
| 11 | GOOGL | ALPHABET INC | $5.7M | 1.98% | 15,922 | 增持 |
| 12 | BHVN | BIOHAVEN LTD | $5.0M | 1.75% | 337,432 | 增持 |
| 13 | MU | MICRON TECHNOLOGY INC | $4.9M | 1.70% | 4,222 | 减持 |
| 14 | AVGO | BROADCOM INC | $4.7M | 1.63% | 12,352 | 增持 |
| 15 | JAAA | JANUS DETROIT STR TR | $4.3M | 1.49% | 84,979 | 增持 |
| 16 | XAGG | MORGAN STANLEY ETF TRUST | $2.9M | 1.01% | 58,129 | 增持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.00% | 5,749 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $2.7M | 0.94% | 8,244 | 增持 |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $2.7M | 0.94% | 23,235 | 减持 |
| 20 | META | META PLATFORMS INC | $2.7M | 0.93% | 4,755 | 增持 |
| 21 | JSI | JANUS DETROIT STR TR | $2.6M | 0.90% | 50,548 | 增持 |
| 22 | UPS | UNITED PARCEL SVCS INC | $2.4M | 0.85% | 22,678 | 增持 |
| 23 | XOM | EXXON MOBIL CORP | $2.4M | 0.85% | 17,828 | 增持 |
| 24 | JIII | JANUS DETROIT STR TR | $2.1M | 0.74% | 42,539 | 增持 |
| 25 | COWZ | PACER FDS TR | $2.1M | 0.73% | 33,729 | 减持 |
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