Susquehanna Advisors Group, Inc. 13F 持仓 · 2026年Q2
Susquehanna Advisors Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 107 只证券，申报市值合计 57.46 亿美元。前几大持仓：QQQ（8.64%）、GEV（6.13%）、TSM（6.04%）。本季前 25 大持仓中：新建仓 16 只、增持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $496.3M | 8.64% | 673,923 | 持平 |
| 2 | GEV | GE VERNOVA INC | $352.5M | 6.13% | 300,000 | 新建仓 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $346.9M | 6.04% | 726,400 | 增持 |
| 4 | BABA | ALIBABA GROUP HLDG LTD | $310.8M | 5.41% | 3.2M | 新建仓 |
| 5 | SMCIP | SUPER MICRO COMPUTER INC | $301.9M | 5.26% | 5.8M | 新建仓 |
| 6 | PFE | PFIZER INC | $289.0M | 5.03% | 12.0M | 增持 |
| 7 | JD | JD.COM INC | $283.1M | 4.93% | 11.1M | 新建仓 |
| 8 | NVDA | NVIDIA CORPORATION | $279.2M | 4.86% | 1.4M | 新建仓 |
| 9 | NOW | SERVICENOW INC | $256.2M | 4.46% | 2.6M | 新建仓 |
| 10 | NFLX | NETFLIX INC. | $234.7M | 4.09% | 3.3M | 新建仓 |
| 11 | HLT | HILTON WORLDWIDE HLDGS INC | $212.0M | 3.69% | 641,400 | 新建仓 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $212.1M | 3.69% | 284,000 | 增持 |
| 13 | BAPRA | BOEING CO | $206.9M | 3.60% | 3.1M | 新建仓 |
| 14 | LRCX | LAM RESEARCH CORP | $204.4M | 3.56% | 471,600 | 新建仓 |
| 15 | MA | MASTERCARD INCORPORATED | $136.1M | 2.37% | 265,000 | 持平 |
| 16 | GOOGL | ALPHABET INC | $133.9M | 2.33% | 374,732 | 新建仓 |
| 17 | PANW | PALO ALTO NETWORKS INC | $132.1M | 2.30% | 387,500 | 新建仓 |
| 18 | GOOG | ALPHABET INC | $120.0M | 2.09% | 339,508 | 新建仓 |
| 19 | BMY | BRISTOL-MYERS SQUIBB CO | $115.2M | 2.01% | 2.0M | 新建仓 |
| 20 | GWW | WW GRAINGER INC | $108.8M | 1.89% | 80,000 | 新建仓 |
| 21 | NN | NEXTNAV INC | $99.0M | 1.72% | 5.6M | 持平 |
| 22 | APO/PRA | APOLLO GLOBAL MGMT INC | $83.8M | 1.46% | 1.4M | 持平 |
| 23 | XRT | SPDR SERIES TRUST | $65.8M | 1.15% | 750,000 | 持平 |
| 24 | GDS | GDS HLDGS LTD | $64.4M | 1.12% | 0 | 新建仓 |
| 25 | NEEPRS | NEXTERA ENERGY INC | $57.7M | 1.00% | 1.1M | 增持 |
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