Artemis Wealth Advisors, LLC
Port Washington NY · SEC CIK 0001767435
$8.35亿2026Q2 申报市值
55持仓数
86.5%前十大占比 · 第一大 64.9%
15 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MRVL 新建仓+$744.73万
MU 新建仓+$634.86万
QQQ 加仓+$540.96万
AMD 加仓+$493.77万
TSLA 新建仓+$273.39万
2026Q2 卖出最多 按季末市值估算
EMXC 减仓-$2,165.27万
SNDK 减仓-$795.81万
TER 减仓-$362.88万
AVGO 清仓-$326.78万
META 清仓-$314.67万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -10,558 | -100.0% | -$326.78万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -5,500 | -100.0% | -$314.67万 | 清仓 |
| AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | -41,000 | -100.0% | -$184.62万 | 清仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -153,100 | -100.0% | -$127.99万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -2,000 | -100.0% | -$25.10万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $20.36万 | 0.02% | 2,244 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $28.63万 | 0.03% | 3,105 | 39 | 1.3% | $3,596 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $30.02万 | 0.04% | 6,902 | 49 | 0.7% | $2,132 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $30.59万 | 0.04% | 3,960 | 13 | 0.3% | $1,004 | 加仓 |
| PSK | SPDR SERIES TRUST | $33.71万 | 0.04% | 11,041 | 176 | 1.6% | $5,373 | 加仓 |
| MA | MASTERCARD INCORPORATED | $38.42万 | 0.05% | 748 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $40.64万 | 0.05% | 1,600 | -694 | -30.3% | -$17.63万 | 减仓 |
| V | VISA INC | $44.91万 | 0.05% | 1,309 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $49.43万 | 0.06% | 9,244 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $53.37万 | 0.06% | 445 | -22 | -4.7% | -$2.64万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $57.67万 | 0.07% | 8,000 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $62.85万 | 0.08% | 1,706 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $79.03万 | 0.09% | 4,165 | 15 | 0.4% | $2,846 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $88.63万 | 0.11% | 18,000 | 18,000 | — | $88.63万 | 新建仓 |
| WOLF | WOLFSPEED INC | $101.33万 | 0.12% | 21,000 | 21,000 | — | $101.33万 | 新建仓 |
| AMBA | AMBARELLA INC | $102.96万 | 0.12% | 12,000 | 12,000 | — | $102.96万 | 新建仓 |
| CGNX | COGNEX CORP | $108.63万 | 0.13% | 15,000 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $111.83万 | 0.13% | 1,500 | -2,500 | -62.5% | -$186.39万 | 减仓 |
| AGLT | CHURCHILL CAP CORP XI | $139.60万 | 0.17% | 80,000 | 80,000 | — | $139.60万 | 新建仓 |
| — | QORVO INC | $139.91万 | 0.17% | 15,000 | 15,000 | — | $139.91万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $155.90万 | 0.19% | 29,000 | 29,000 | — | $155.90万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $160.86万 | 0.19% | 20,000 | 20,000 | — | $160.86万 | 新建仓 |
| SMTC | SEMTECH CORP | $178.03万 | 0.21% | 11,000 | 11,000 | — | $178.03万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $191.52万 | 0.23% | 21,000 | 3,000 | 16.7% | $27.36万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $192.61万 | 0.23% | 13,000 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $204.26万 | 0.24% | 8,426 | 6 | 0.1% | $1,454 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $207.99万 | 0.25% | 22,000 | 22,000 | — | $207.99万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $212.74万 | 0.25% | 6,000 | 6,000 | — | $212.74万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $214.14万 | 0.26% | 14,000 | 14,000 | — | $214.14万 | 新建仓 |
| MSFT | MICROSOFT CORP | $219.28万 | 0.26% | 5,878 | -594 | -9.2% | -$22.16万 | 减仓 |
| BE | BLOOM ENERGY CORP | $241.98万 | 0.29% | 8,000 | 8,000 | — | $241.98万 | 新建仓 |
| TSLA | TESLA INC | $273.39万 | 0.33% | 6,500 | 6,500 | — | $273.39万 | 新建仓 |
| COHR | COHERENT CORP | $276.02万 | 0.33% | 7,000 | -5,000 | -41.7% | -$197.16万 | 减仓 |
| TER | TERADYNE INC | $290.30万 | 0.35% | 6,000 | -7,500 | -55.6% | -$362.88万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $300.32万 | 0.36% | 3,500 | -2,500 | -41.7% | -$214.51万 | 减仓 |
| GOOG | ALPHABET INC | $470.49万 | 0.56% | 13,316 | -93 | -0.7% | -$3.29万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $499.99万 | 0.60% | 9,992 | -1,050 | -9.5% | -$52.54万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $560.16万 | 0.67% | 16,000 | 4,000 | 33.3% | $140.04万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $634.86万 | 0.76% | 5,500 | 5,500 | — | $634.86万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $660.30万 | 0.79% | 33,000 | -12,639 | -27.7% | -$252.89万 | 减仓 |
| GLW | CORNING INC | $676.85万 | 0.81% | 26,500 | 4,000 | 17.8% | $102.17万 | 加仓 |
| IJH | ISHARES TR | $708.06万 | 0.85% | 91,825 | 3,476 | 3.9% | $26.80万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $726.14万 | 0.87% | 12,500 | 8,500 | 212.5% | $493.77万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $744.73万 | 0.89% | 25,000 | 25,000 | — | $744.73万 | 新建仓 |
| GOOGL | ALPHABET INC | $877.12万 | 1.05% | 24,550 | 3,696 | 17.7% | $132.05万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,012.20万 | 1.21% | 14,000 | 1,000 | 7.7% | $72.30万 | 加仓 |
| KLAC | KLA CORP | $1,086.16万 | 1.30% | 36,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,097.65万 | 1.32% | 23,000 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1,148.29万 | 1.38% | 39,684 | -10,453 | -20.8% | -$302.47万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,733.32万 | 2.08% | 40,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $1,759.02万 | 2.11% | 73,803 | -460 | -0.6% | -$10.96万 | 减仓 |
| INTC | INTEL CORP | $1,998.10万 | 2.39% | 143,099 | 13,000 | 10.0% | $181.52万 | 加仓 |
| SNDK | SANDISK CORP | $2,387.42万 | 2.86% | 10,500 | -3,500 | -25.0% | -$795.81万 | 减仓 |
| EMXC | ISHARES INC | $5,847.42万 | 7.01% | 571,595 | -211,659 | -27.0% | -$2,165.27万 | 减仓 |
| QQQ | INVESCO QQQ TR | $5.41亿 | 64.88% | 735,215 | 7,346 | 1.0% | $540.96万 | 加仓 |