Xxi Wealth, LLC 13F 持仓 · 2026年Q2
Xxi Wealth 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 226 只证券,申报市值合计 2.18 亿美元。前几大持仓:MU(5.00%)、AAPL(4.60%)、MSFT(4.11%)。本季前 25 大持仓中:新建仓 1 只、增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $10.9M | 5.00% | 9,421 | 增持 |
| 2 | AAPL | APPLE INC | $10.0M | 4.60% | 34,600 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $9.0M | 4.11% | 24,002 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $7.7M | 3.56% | 38,727 | 增持 |
| 5 | AMZN | AMAZON COM INC | $5.0M | 2.32% | 21,156 | 增持 |
| 6 | GOOG | ALPHABET INC | $4.8M | 2.19% | 13,472 | 增持 |
| 7 | JPM | JPMORGAN CHASE & CO | $4.2M | 1.94% | 12,887 | 增持 |
| 8 | GOOGL | ALPHABET INC | $4.1M | 1.87% | 11,410 | 增持 |
| 9 | LLY | ELI LILLY & CO | $3.7M | 1.72% | 3,126 | 增持 |
| 10 | WDC | WESTERN DIGITAL CORP | $3.5M | 1.62% | 5,511 | 减持 |
| 11 | JNJ | JOHNSON & JOHNSON | $3.4M | 1.57% | 13,448 | 减持 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $3.4M | 1.57% | 7,173 | 增持 |
| 13 | TSLA | TESLA INC | $3.3M | 1.51% | 7,790 | 增持 |
| 14 | BX | BLACKSTONE INC | $3.1M | 1.43% | 26,372 | 减持 |
| 15 | PH | PARKER-HANNIFIN CORP | $3.1M | 1.42% | 3,157 | 增持 |
| 16 | CME | CME GROUP INC | $3.0M | 1.39% | 13,698 | 增持 |
| 17 | DELL | DELL TECHNOLOGIES INC | $3.0M | 1.37% | 6,915 | 增持 |
| 18 | AVGO | BROADCOM INC | $2.8M | 1.28% | 7,373 | 增持 |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $2.7M | 1.25% | 4,676 | 增持 |
| 20 | XOM | EXXON MOBIL CORP | $2.5M | 1.16% | 18,528 | 新建仓 |
| 21 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.4M | 1.11% | 2,505 | 减持 |
| 22 | OKE | ONEOK INC NEW | $2.4M | 1.10% | 27,471 | 增持 |
| 23 | CSCO | CISCO SYS INC | $2.2M | 1.00% | 18,496 | 增持 |
| 24 | GS | GOLDMAN SACHS GROUP INC | $2.1M | 0.97% | 2,087 | 增持 |
| 25 | META | META PLATFORMS INC | $2.1M | 0.96% | 3,719 | 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