Willner & Heller, LLC 13F 持仓 · 2026年Q2
Willner & Heller 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 165 只证券，申报市值合计 1.60 亿美元。前几大持仓：NVDA（5.39%）、RDVY（3.43%）、AAPL（3.40%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $8.6M | 5.39% | 43,052 | 减持 |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.5M | 3.43% | 67,620 | 减持 |
| 3 | AAPL | APPLE INC | $5.4M | 3.40% | 18,794 | 减持 |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $4.8M | 3.03% | 8,327 | 减持 |
| 5 | IWF | ISHARES TR | $4.8M | 3.03% | 39,027 | 增持 |
| 6 | LRCX | LAM RESEARCH CORP | $3.9M | 2.43% | 8,951 | 减持 |
| 7 | GOOGL | ALPHABET INC | $3.7M | 2.29% | 10,222 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $3.7M | 2.29% | 9,813 | 增持 |
| 9 | AMAT | APPLIED MATLS INC | $3.3M | 2.08% | 4,593 | 减持 |
| 10 | AMZN | AMAZON COM INC | $3.2M | 2.03% | 13,611 | 减持 |
| 11 | ARM | ARM HOLDINGS PLC | $3.2M | 2.00% | 9,021 | 减持 |
| 12 | CATY | CATHAY GEN BANCORP | $2.6M | 1.63% | 42,004 | 增持 |
| 13 | FTSM | FIRST TR EXCHANGE-TRADED FD | $2.4M | 1.52% | 40,632 | 增持 |
| 14 | GS | GOLDMAN SACHS GROUP INC | $2.3M | 1.47% | 2,323 | 增持 |
| 15 | AVGO | BROADCOM INC | $2.3M | 1.44% | 6,070 | 减持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.36% | 4,328 | 减持 |
| 17 | MGK | VANGUARD WORLD FD | $2.0M | 1.26% | 22,816 | 增持 |
| 18 | QQQ | INVESCO QQQ TR | $2.0M | 1.26% | 2,731 | 减持 |
| 19 | JPM | JPMORGAN CHASE & CO | $1.9M | 1.18% | 5,762 | 增持 |
| 20 | ASML | ASML HLDG NV | $1.9M | 1.17% | 940 | 减持 |
| 21 | PWV | INVESCO EXCHANGE TRADED FD T | $1.7M | 1.06% | 22,289 | 增持 |
| 22 | IWP | ISHARES TR | $1.7M | 1.05% | 11,477 | 减持 |
| 23 | IYW | ISHARES TR | $1.6M | 1.01% | 6,372 | 减持 |
| 24 | IJT | ISHARES TR | $1.6M | 1.00% | 8,982 | 增持 |
| 25 | SLYG | SPDR SERIES TRUST | $1.6M | 0.98% | 13,173 | 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