Wedbush Fund Advisers, LLC 13F 持仓 · 2026年Q2
Wedbush Fund Advisers 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 103 只证券，申报市值合计 11.27 亿美元。前几大持仓：MU（5.26%）、TSM（5.18%）、AMD（5.03%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $59.3M | 5.26% | 51,408 | 减持 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $58.3M | 5.18% | 122,162 | 减持 |
| 3 | AMD | ADVANCED MICRO DEVICES INC | $56.7M | 5.03% | 97,612 | 减持 |
| 4 | AAPL | APPLE INC | $53.0M | 4.71% | 183,300 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $52.3M | 4.64% | 261,432 | 增持 |
| 6 | TSLA | TESLA INC | $52.3M | 4.64% | 124,425 | 增持 |
| 7 | AMZN | AMAZON COM INC | $51.9M | 4.60% | 217,726 | 增持 |
| 8 | GOOGL | ALPHABET INC | $51.4M | 4.56% | 143,717 | 增持 |
| 9 | AVGO | BROADCOM INC | $50.8M | 4.50% | 134,435 | 增持 |
| 10 | META | META PLATFORMS INC | $50.3M | 4.47% | 89,374 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $50.0M | 4.44% | 134,154 | 增持 |
| 12 | GEV | GE VERNOVA INC | $49.9M | 4.43% | 42,512 | 增持 |
| 13 | PANW | PALO ALTO NETWORKS INC | $46.6M | 4.13% | 136,553 | 减持 |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | $40.7M | 3.61% | 144,737 | 增持 |
| 15 | CRWD | CROWDSTRIKE HLDGS INC | $39.6M | 3.52% | 51,925 | 减持 |
| 16 | PLTR | PALANTIR TECHNOLOGIES INC | $36.8M | 3.26% | 315,350 | 增持 |
| 17 | ORCL | ORACLE CORP | $33.0M | 2.93% | 225,490 | 增持 |
| 18 | DDOG | DATADOG INC | $32.8M | 2.91% | 125,954 | 新建仓 |
| 19 | SNOW | SNOWFLAKE INC | $32.0M | 2.84% | 125,843 | 减持 |
| 20 | CRM | SALESFORCE INC | $31.5M | 2.80% | 201,145 | 增持 |
| 21 | NBIS | NEBIUS GROUP N.V. | $30.7M | 2.72% | 111,138 | 减持 |
| 22 | NOW | SERVICENOW INC | $30.6M | 2.72% | 308,303 | 增持 |
| 23 | CRWV | COREWEAVE INC | $23.6M | 2.09% | 236,720 | 增持 |
| 24 | MDB | MONGODB INC | $21.9M | 1.94% | 65,179 | 减持 |
| 25 | ZS | ZSCALER INC | $20.6M | 1.83% | 146,077 | 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