Westwood Wealth Management 13F 持仓 · 2026年Q2
Westwood Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 43 只证券，申报市值合计 3.45 亿美元。前几大持仓：NVDA（32.30%）、SOXL（13.53%）、GOOGL（7.62%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $111.4M | 32.30% | 556,854 | 减持 |
| 2 | SOXL | DIREXION SHARES ETF TRUST | $46.7M | 13.53% | 175,015 | 减持 |
| 3 | GOOGL | ALPHABET INC | $26.3M | 7.62% | 73,544 | 减持 |
| 4 | QLD | PROSHARES TR | $21.1M | 6.11% | 217,975 | 增持 |
| 5 | AVGO | BROADCOM INC | $16.7M | 4.85% | 44,290 | 减持 |
| 6 | AAPL | APPLE INC | $11.9M | 3.44% | 40,955 | 减持 |
| 7 | META | META PLATFORMS INC | $11.9M | 3.44% | 21,050 | 减持 |
| 8 | ARM | ARM HOLDINGS PLC | $10.2M | 2.97% | 28,860 | 增持 |
| 9 | SMH | VANECK ETF TRUST | $8.8M | 2.55% | 13,425 | 减持 |
| 10 | MSFT | MICROSOFT CORP | $8.1M | 2.35% | 21,778 | 减持 |
| 11 | TSLA | TESLA INC | $8.1M | 2.35% | 19,242 | 减持 |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $7.4M | 2.13% | 12,667 | 减持 |
| 13 | AMZN | AMAZON COM INC | $6.9M | 1.99% | 28,837 | 增持 |
| 14 | SHY | ISHARES TR | $6.8M | 1.97% | 82,750 | 增持 |
| 15 | OKLO | OKLO INC | $5.1M | 1.48% | 97,240 | 增持 |
| 16 | PANW | PALO ALTO NETWORKS INC | $4.8M | 1.38% | 14,000 | 减持 |
| 17 | SPXL | DIREXION SHARES ETF TRUST | $4.7M | 1.36% | 17,335 | 减持 |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC | $3.8M | 1.11% | 32,899 | 减持 |
| 19 | MRNA | MODERNA INC | $3.7M | 1.08% | 53,140 | 新建仓 |
| 20 | QQQ | INVESCO QQQ TR | $3.6M | 1.05% | 4,907 | 减持 |
| 21 | GOOG | ALPHABET INC | $2.1M | 0.60% | 5,889 | 增持 |
| 22 | SPCX | SPACE EXPLORATION TECHN CORP | $2.1M | 0.60% | 12,040 | 新建仓 |
| 23 | UBER | UBER TECHNOLOGIES INC | $1.7M | 0.49% | 23,467 | 减持 |
| 24 | IYW | ISHARES TR | $1.4M | 0.41% | 5,590 | 减持 |
| 25 | IBB | ISHARES TR | $1.3M | 0.36% | 6,600 | 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