Van Eck Associates Corp 13F 持仓 · 2026年Q2
Van Eck Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,337 只证券，申报市值合计 1,640.98 亿美元。前几大持仓：NVDA（9.25%）、TSM（5.01%）、AVGO（3.41%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $15.18B | 9.25% | 75.8M | 增持 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.22B | 5.01% | 17.2M | 减持 |
| 3 | AVGO | BROADCOM INC | $5.60B | 3.41% | 14.8M | 增持 |
| 4 | AMAT | APPLIED MATLS INC | $5.58B | 3.40% | 7.7M | 增持 |
| 5 | MU | MICRON TECHNOLOGY INC | $5.56B | 3.39% | 4.8M | 减持 |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $5.51B | 3.36% | 9.5M | 减持 |
| 7 | ASML | ASML HLDG NV | $4.89B | 2.98% | 2.5M | 增持 |
| 8 | INTC | INTEL CORP | $4.81B | 2.93% | 34.4M | 减持 |
| 9 | LRCX | LAM RESEARCH CORP | $4.81B | 2.93% | 11.1M | 增持 |
| 10 | KLAC | KLA CORP | $4.75B | 2.90% | 15.8M | 增持 |
| 11 | MRVL | MARVELL TECHNOLOGY INC | $3.91B | 2.38% | 13.1M | 增持 |
| 12 | TXN | TEXAS INSTRS INC | $3.62B | 2.21% | 12.1M | 增持 |
| 13 | ADI | ANALOG DEVICES INC | $3.35B | 2.04% | 8.4M | 增持 |
| 14 | QCOM | QUALCOMM INC | $3.18B | 1.94% | 17.2M | 增持 |
| 15 | AEM | AGNICO EAGLE MINES LTD | $3.10B | 1.89% | 20.0M | 减持 |
| 16 | NEM | NEWMONT CORP | $3.00B | 1.83% | 32.1M | 减持 |
| 17 | B | BARRICK MNG CORP | $2.20B | 1.34% | 60.0M | 减持 |
| 18 | CDNS | CADENCE DESIGN SYSTEM INC | $1.84B | 1.12% | 4.9M | 增持 |
| 19 | WPM | WHEATON PRECIOUS METALS CORP | $1.62B | 0.99% | 14.4M | 增持 |
| 20 | SNPS | SYNOPSYS INC | $1.54B | 0.94% | 3.5M | 增持 |
| 21 | AU | ANGLOGOLD ASHANTI PLC | $1.46B | 0.89% | 18.0M | 减持 |
| 22 | FNV | FRANCO NEV CORP | $1.46B | 0.89% | 7.0M | 减持 |
| 23 | KGC | KINROSS GOLD CORP | $1.30B | 0.79% | 54.9M | 减持 |
| 24 | TER | TERADYNE INC | $1.26B | 0.77% | 2.6M | 增持 |
| 25 | NXPI | NXP SEMICONDUCTORS N V | $1.17B | 0.71% | 4.2M | 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