Sun Group Wealth Partners 13F 持仓 · 2026年Q2
Sun Group Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 81 只证券，申报市值合计 1.47 亿美元。前几大持仓：AAPL（9.82%）、NVDA（6.46%）、COST（6.34%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $14.4M | 9.82% | 49,745 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $9.5M | 6.46% | 47,298 | 增持 |
| 3 | COST | COSTCO WHOLESALE CORPORATION | $9.3M | 6.34% | 9,938 | 减持 |
| 4 | AVGO | BROADCOM INC | $8.7M | 5.92% | 22,974 | 增持 |
| 5 | AMZN | AMAZON COM INC | $7.8M | 5.32% | 32,712 | 增持 |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | $7.3M | 4.99% | 62,634 | 减持 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.8M | 4.66% | 13,653 | 减持 |
| 8 | VGT | VANGUARD WORLD FD | $6.0M | 4.08% | 49,984 | 增持 |
| 9 | GOOGL | ALPHABET INC | $5.3M | 3.63% | 14,883 | 增持 |
| 10 | PANW | PALO ALTO NETWORKS INC | $3.6M | 2.44% | 10,482 | 减持 |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.4M | 2.29% | 7,033 | 增持 |
| 12 | NFLX | NETFLIX INC. | $3.2M | 2.19% | 45,042 | 减持 |
| 13 | V | VISA INC | $2.8M | 1.88% | 8,043 | 增持 |
| 14 | TSLA | TESLA INC | $2.7M | 1.85% | 6,440 | 减持 |
| 15 | VTI | VANGUARD INDEX FDS | $2.7M | 1.81% | 7,167 | 增持 |
| 16 | AMD | ADVANCED MICRO DEVICES INC | $2.5M | 1.68% | 4,242 | 增持 |
| 17 | GOOG | ALPHABET INC | $2.3M | 1.56% | 6,457 | 减持 |
| 18 | MSFT | MICROSOFT CORP | $2.3M | 1.55% | 6,098 | 增持 |
| 19 | XOM | EXXON MOBIL CORP | $2.2M | 1.53% | 16,369 | 减持 |
| 20 | META | META PLATFORMS INC | $2.2M | 1.52% | 3,955 | 减持 |
| 21 | WMT | WALMART INC | $2.0M | 1.40% | 18,052 | 减持 |
| 22 | ABT | ABBOTT LABORATORIES | $1.8M | 1.22% | 19,692 | 减持 |
| 23 | LLY | ELI LILLY & CO | $1.7M | 1.13% | 1,380 | 增持 |
| 24 | JPM | JPMORGAN CHASE & CO | $1.6M | 1.12% | 4,998 | 减持 |
| 25 | ABBV | ABBVIE INC | $1.6M | 1.11% | 6,462 | 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