Third View Private Wealth, LLC 13F 持仓 · 2026年Q2
Third View Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 288 只证券，申报市值合计 8.14 亿美元。前几大持仓：NVDA（7.32%）、AMZN（3.76%）、MSFT（3.68%）。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 | $59.6M | 7.32% | 297,826 | 增持 |
| 2 | AMZN | AMAZON COM INC | $30.6M | 3.76% | 128,447 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $30.0M | 3.68% | 80,393 | 增持 |
| 4 | GOOGL | ALPHABET INC | $29.7M | 3.65% | 83,154 | 增持 |
| 5 | TLT | ISHARES TR | $29.6M | 3.64% | 342,677 | 增持 |
| 6 | META | META PLATFORMS INC | $26.3M | 3.23% | 46,684 | 增持 |
| 7 | TSLA | TESLA INC | $26.1M | 3.21% | 62,104 | 减持 |
| 8 | AAPL | APPLE INC | $23.1M | 2.84% | 79,864 | 增持 |
| 9 | GOOG | ALPHABET INC | $22.6M | 2.77% | 63,827 | 增持 |
| 10 | V | VISA INC | $20.9M | 2.57% | 60,991 | 增持 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $20.2M | 2.48% | 26,986 | 增持 |
| 12 | VUG | VANGUARD INDEX FDS | $17.1M | 2.10% | 198,544 | 增持 |
| 13 | BA | BOEING CO | $14.0M | 1.72% | 64,580 | 增持 |
| 14 | NFLX | NETFLIX INC. | $13.4M | 1.64% | 187,137 | 增持 |
| 15 | ORCL | ORACLE CORP | $12.0M | 1.47% | 81,709 | 增持 |
| 16 | ADI | ANALOG DEVICES INC | $11.4M | 1.40% | 28,643 | 减持 |
| 17 | MNST | MONSTER BEVERAGE CORP NEW | $10.6M | 1.30% | 109,821 | 增持 |
| 18 | XOM | EXXON MOBIL CORP | $9.1M | 1.12% | 66,729 | 增持 |
| 19 | WMB | WILLIAMS COS INC | $9.0M | 1.10% | 120,954 | 增持 |
| 20 | VRTX | VERTEX PHARMACEUTICALS INC | $8.9M | 1.09% | 17,866 | 增持 |
| 21 | JPM | JPMORGAN CHASE & CO | $8.1M | 1.00% | 24,775 | 增持 |
| 22 | SHOP | SHOPIFY INC | $8.0M | 0.99% | 70,241 | 减持 |
| 23 | AVGO | BROADCOM INC | $7.9M | 0.97% | 20,987 | 减持 |
| 24 | DIS | DISNEY WALT CO | $6.9M | 0.85% | 71,868 | 减持 |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6.6M | 0.81% | 13,792 | 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