SeaCrest Wealth Management, LLC 13F 持仓 · 2026年Q2
SeaCrest Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 550 只证券,申报市值合计 9.03 亿美元。前几大持仓:AAPL(8.82%)、GOOGL(6.72%)、GOOG(4.23%)。本季前 25 大持仓中:增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $79.7M | 8.82% | 275,264 | 减持 |
| 2 | GOOGL | ALPHABET INC | $60.7M | 6.72% | 169,757 | 减持 |
| 3 | GOOG | ALPHABET INC | $38.2M | 4.23% | 108,200 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $35.9M | 3.98% | 179,481 | 减持 |
| 5 | AVGO | BROADCOM INC | $18.6M | 2.06% | 49,219 | 减持 |
| 6 | AMZN | AMAZON COM INC | $17.1M | 1.90% | 71,856 | 减持 |
| 7 | QQQ | INVESCO QQQ TR | $16.9M | 1.87% | 22,910 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $16.7M | 1.85% | 44,762 | 减持 |
| 9 | LLY | ELI LILLY & CO | $16.3M | 1.80% | 13,553 | 减持 |
| 10 | VOO | VANGUARD INDEX FDS | $10.1M | 1.12% | 14,751 | 减持 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $9.9M | 1.10% | 13,247 | 减持 |
| 12 | META | META PLATFORMS INC | $9.9M | 1.09% | 17,515 | 减持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $9.6M | 1.06% | 19,134 | 减持 |
| 14 | FDN | FIRST TR EXCHANGE-TRADED FD | $8.0M | 0.89% | 30,334 | 减持 |
| 15 | VGT | VANGUARD WORLD FD | $8.1M | 0.89% | 67,386 | 增持 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.6M | 0.84% | 15,870 | 减持 |
| 17 | MU | MICRON TECHNOLOGY INC | $7.5M | 0.83% | 6,457 | 减持 |
| 18 | TSLA | TESLA INC | $7.5M | 0.83% | 17,878 | 增持 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $7.2M | 0.80% | 7,744 | 减持 |
| 20 | V | VISA INC | $7.1M | 0.79% | 20,811 | 减持 |
| 21 | SCHG | SCHWAB STRATEGIC TR | $6.7M | 0.74% | 197,794 | 减持 |
| 22 | SMH | VANECK ETF TRUST | $6.7M | 0.74% | 10,232 | 增持 |
| 23 | JEPI | J P MORGAN EXCHANGE TRADED F | $6.5M | 0.72% | 114,678 | 减持 |
| 24 | VTI | VANGUARD INDEX FDS | $6.4M | 0.71% | 17,256 | 增持 |
| 25 | CAT | CATERPILLAR INC | $6.1M | 0.68% | 5,763 | 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