Williamson Legacy Group, LLC 13F 持仓 · 2026年Q2
Williamson Legacy Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 75 只证券，申报市值合计 2.01 亿美元。前几大持仓：SNDK（6.38%）、WDC（4.65%）、STX（4.55%）。本季前 25 大持仓中：新建仓 4 只、增持 17 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $12.8M | 6.38% | 5,648 | 减持 |
| 2 | WDC | WESTERN DIGITAL CORP | $9.4M | 4.65% | 14,671 | 减持 |
| 3 | STX | SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | $9.2M | 4.55% | 9,503 | 减持 |
| 4 | MU | MICRON TECHNOLOGY INC | $8.7M | 4.34% | 7,570 | 增持 |
| 5 | CIEN | CIENA CORP | $8.3M | 4.14% | 17,001 | 增持 |
| 6 | LITE | LUMENTUM HOLDINGS INC INC | $8.0M | 3.98% | 9,351 | 减持 |
| 7 | BE | BLOOM ENERGY CORP CLASS A | $6.2M | 3.09% | 20,532 | 增持 |
| 8 | GLW | CORNING INC | $5.4M | 2.68% | 21,124 | 增持 |
| 9 | LRCX | LAM RESH CORP NEW | $5.3M | 2.65% | 12,303 | 增持 |
| 10 | DOCN | DIGITALOCEAN HOLDINGS INC | $5.1M | 2.53% | 32,491 | 新建仓 |
| 11 | TER | TERADYNE INCORPORATED | $4.8M | 2.36% | 9,830 | 增持 |
| 12 | MTZ | MASTEC INC | $4.6M | 2.29% | 11,080 | 增持 |
| 13 | GEV | GE VERNOVA LLC | $4.6M | 2.27% | 3,895 | 增持 |
| 14 | COHR | COHERENT CORP | $4.2M | 2.08% | 10,640 | 增持 |
| 15 | CAT | CATERPILLAR INC | $4.1M | 2.01% | 3,805 | 增持 |
| 16 | VRT | VERTIV HOLDINGS LLC CL A | $3.7M | 1.86% | 11,176 | 增持 |
| 17 | SEDG | SOLAREDGE TECHNOLOGIES INC | $3.7M | 1.85% | 63,738 | 增持 |
| 18 | HWM | HOWMET AEROSPACE INC | $3.7M | 1.83% | 13,676 | 增持 |
| 19 | TXG | 10X GENOMICS INC CL A | $3.6M | 1.81% | 95,060 | 新建仓 |
| 20 | LGN | LEGENCE CORP CL A | $3.5M | 1.75% | 41,267 | 新建仓 |
| 21 | AMAT | APPLIED MATERIALS INC | $3.4M | 1.69% | 4,712 | 新建仓 |
| 22 | NVT | NVENT ELECTRIC PLC | $3.4M | 1.69% | 20,070 | 增持 |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $3.2M | 1.60% | 5,538 | 增持 |
| 24 | NXT | NEXTPOWER INC CL A | $3.1M | 1.53% | 25,945 | 增持 |
| 25 | CMI | CUMMINS INC | $3.0M | 1.51% | 4,273 | 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