UNICOM Systems, Inc. 13F 持仓 · 2026年Q2
UNICOM Systems 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 15.33 亿美元。前几大持仓：TSLA（12.31%）、NVDA（9.88%）、SNDK（8.68%）。本季前 25 大持仓中：新建仓 1 只、增持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | $188.7M | 12.31% | 448,661 | 持平 |
| 2 | NVDA | NVIDIA CORPORATION | $151.5M | 9.88% | 757,098 | 持平 |
| 3 | SNDK | SANDISK CORP | $133.0M | 8.68% | 58,500 | 增持 |
| 4 | AVGO | BROADCOM INC | $122.9M | 8.02% | 325,300 | 增持 |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | $97.9M | 6.39% | 838,992 | 持平 |
| 6 | QBTS | D-WAVE QUANTUM INC | $74.9M | 4.89% | 3.1M | 持平 |
| 7 | RKLB | ROCKET LAB USA INC | $71.4M | 4.66% | 702,635 | 增持 |
| 8 | RGTI | RIGETTI COMPUTING INC | $68.0M | 4.44% | 3.5M | 持平 |
| 9 | WDC | WESTERN DIGITAL CORP | $64.9M | 4.23% | 101,600 | 增持 |
| 10 | MU | MICRON TECHNOLOGY INC | $58.6M | 3.83% | 50,800 | 增持 |
| 11 | ASML | ASML HOLDING N V | $57.7M | 3.76% | 29,000 | 持平 |
| 12 | STX | SEGATE TECHNOLOGY HLDNGS PL | $42.0M | 2.74% | 43,500 | 增持 |
| 13 | IONQ | IONQ INC | $41.0M | 2.67% | 768,900 | 持平 |
| 14 | P | EVERPURE INC | $38.2M | 2.49% | 484,467 | 持平 |
| 15 | ARM | ARM HOLDINGS PLC | $31.6M | 2.06% | 89,000 | 持平 |
| 16 | NTAP | NETAPP INC | $23.8M | 1.55% | 153,500 | 持平 |
| 17 | AAOI | APPLIED OPTOELECTRONICS INC | $22.6M | 1.47% | 152,483 | 增持 |
| 18 | BE | BLOOM ENERGY CORP | $22.4M | 1.46% | 74,000 | 持平 |
| 19 | META | META PLATFORMS INC | $17.5M | 1.14% | 30,985 | 持平 |
| 20 | CIEN | CIENA CORP | $17.3M | 1.13% | 35,231 | 增持 |
| 21 | UNH | UNITEDHEALTH GROUP INC | $17.2M | 1.12% | 41,434 | 持平 |
| 22 | LITE | LUMENTUM HLDGS INC | $17.0M | 1.11% | 19,800 | 增持 |
| 23 | APP | APPLOVIN CORP | $16.4M | 1.07% | 31,900 | 持平 |
| 24 | MDB | MONGODB INC | $15.3M | 1.00% | 45,500 | 持平 |
| 25 | MXL | MAXLINEAR INC | $14.7M | 0.96% | 114,900 | 新建仓 |
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