Quantum Private Wealth, LLC 13F 持仓 · 2026年Q2
Quantum Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 171 只证券，申报市值合计 3.90 亿美元。前几大持仓：AAPL（7.50%）、AMZN（7.19%）、META（6.50%）。本季前 25 大持仓中：增持 2 只、减持 23 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $29.3M | 7.50% | 101,104 | 减持 |
| 2 | AMZN | AMAZON COM INC | $28.1M | 7.19% | 117,778 | 减持 |
| 3 | META | META PLATFORMS INC | $25.4M | 6.50% | 45,012 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $21.3M | 5.46% | 106,382 | 减持 |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $16.6M | 4.26% | 28,598 | 减持 |
| 6 | AVGO | BROADCOM INC | $16.6M | 4.26% | 44,034 | 减持 |
| 7 | GOOG | ALPHABET INC | $15.4M | 3.95% | 43,613 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $15.4M | 3.94% | 41,168 | 减持 |
| 9 | FWD | AB ACTIVE ETFS INC | $10.9M | 2.79% | 73,382 | 减持 |
| 10 | POWL | POWELL INDS INC | $10.6M | 2.73% | 37,182 | 增持 |
| 11 | MRVL | MARVELL TECHNOLOGY INC | $8.2M | 2.09% | 27,360 | 减持 |
| 12 | DELL | DELL TECHNOLOGIES INC | $7.6M | 1.94% | 17,540 | 减持 |
| 13 | CRWD | CROWDSTRIKE HLDGS INC | $6.7M | 1.72% | 8,789 | 减持 |
| 14 | ATOM | ATOMERA INC | $6.5M | 1.66% | 743,895 | 增持 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6.3M | 1.61% | 13,188 | 减持 |
| 16 | TSHA | TAYSHA GENE THERAPIES INC | $5.5M | 1.42% | 812,027 | 减持 |
| 17 | NFLX | NETFLIX INC. | $4.9M | 1.26% | 68,840 | 减持 |
| 18 | TGTX | TG THERAPEUTICS INC | $4.7M | 1.21% | 86,008 | 减持 |
| 19 | SNOW | SNOWFLAKE INC | $4.7M | 1.20% | 18,348 | 减持 |
| 20 | EWTX | EDGEWISE THERAPEUTICS INC | $4.6M | 1.18% | 113,380 | 减持 |
| 21 | GOOGL | ALPHABET INC | $4.2M | 1.09% | 11,859 | 减持 |
| 22 | PANW | PALO ALTO NETWORKS INC | $4.1M | 1.06% | 12,103 | 减持 |
| 23 | HD | HOME DEPOT INC | $4.1M | 1.04% | 11,544 | 减持 |
| 24 | VKTX | VIKING THERAPEUTICS INC | $3.8M | 0.98% | 98,365 | 减持 |
| 25 | ARM | ARM HOLDINGS PLC | $3.7M | 0.95% | 10,475 | 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