Wedbush Fund Advisers, LLC
PASADENA CA · SEC CIK 0002070852
$11.27亿2026Q2 申报市值
103持仓数
47.6%前十大占比 · 第一大 5.3%
53 / 27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
DDOG 新建仓+$3,279.34万
META 加仓+$1,190.40万
PLTR 加仓+$972.78万
MSFT 加仓+$938.70万
TSLA 加仓+$759.90万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$4,710.66万
MU 减仓-$4,471.72万
BABA 清仓-$3,230.93万
SHOP 清仓-$2,772.98万
NBIS 减仓-$1,327.08万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | $103.86万 | 0.09% | 3,431 | 3,431 | — | $103.86万 | 新建仓 |
| INOD | INNODATA INC | $981.59万 | 0.87% | 129,874 | -106,803 | -45.1% | -$807.22万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $1,183.21万 | 1.05% | 394,797 | 123,045 | 45.3% | $368.77万 | 加仓 |
| OKLO | OKLO INC | $1,528.41万 | 1.36% | 292,072 | 61,556 | 26.7% | $322.12万 | 加仓 |
| IREN | IREN LIMITED | $1,586.20万 | 1.41% | 346,863 | -24,312 | -6.6% | -$111.18万 | 减仓 |
| ZS | ZSCALER INC | $2,061.88万 | 1.83% | 146,077 | 39,296 | 36.8% | $554.66万 | 加仓 |
| MDB | MONGODB INC | $2,189.36万 | 1.94% | 65,179 | -1,755 | -2.6% | -$58.95万 | 减仓 |
| CRWV | COREWEAVE INC | $2,356.31万 | 2.09% | 236,720 | 7,815 | 3.4% | $77.79万 | 加仓 |
| NOW | SERVICENOW INC | $3,060.83万 | 2.72% | 308,303 | 69,931 | 29.3% | $694.27万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $3,069.30万 | 2.72% | 111,138 | -48,053 | -30.2% | -$1,327.08万 | 减仓 |
| CRM | SALESFORCE INC | $3,151.14万 | 2.80% | 201,145 | 46,568 | 30.1% | $729.53万 | 加仓 |
| SNOW | SNOWFLAKE INC | $3,202.70万 | 2.84% | 125,843 | -1,492 | -1.2% | -$37.97万 | 减仓 |
| DDOG | DATADOG INC | $3,279.34万 | 2.91% | 125,954 | 125,954 | — | $3,279.34万 | 新建仓 |
| ORCL | ORACLE CORP | $3,304.56万 | 2.93% | 225,490 | 11,713 | 5.5% | $171.65万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,679.19万 | 3.26% | 315,350 | 83,379 | 35.9% | $972.78万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3,962.60万 | 3.52% | 51,925 | -8,052 | -13.4% | -$614.48万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,070.15万 | 3.61% | 144,737 | 14,765 | 11.4% | $415.21万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $4,656.73万 | 4.13% | 136,553 | -31,179 | -18.6% | -$1,063.27万 | 减仓 |
| GEV | GE VERNOVA INC | $4,994.56万 | 4.43% | 42,512 | 3,320 | 8.5% | $390.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,004.21万 | 4.44% | 134,154 | 25,165 | 23.1% | $938.70万 | 加仓 |
| META | META PLATFORMS INC | $5,034.35万 | 4.47% | 89,374 | 21,133 | 31.0% | $1,190.40万 | 加仓 |
| AVGO | BROADCOM INC | $5,078.28万 | 4.50% | 134,435 | 3,992 | 3.1% | $150.80万 | 加仓 |
| GOOGL | ALPHABET INC | $5,136.01万 | 4.56% | 143,717 | 3,834 | 2.7% | $137.02万 | 加仓 |
| AMZN | AMAZON COM INC | $5,189.28万 | 4.60% | 217,726 | 13,135 | 6.4% | $313.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,230.99万 | 4.64% | 261,432 | 18,717 | 7.7% | $374.51万 | 加仓 |
| TSLA | TESLA INC | $5,233.32万 | 4.64% | 124,425 | 18,067 | 17.0% | $759.90万 | 加仓 |
| AAPL | APPLE INC | $5,303.97万 | 4.71% | 183,300 | 9,414 | 5.4% | $272.40万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,670.38万 | 5.03% | 97,612 | -81,091 | -45.4% | -$4,710.66万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,834.09万 | 5.18% | 122,162 | -2,760 | -2.2% | -$131.81万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $5,933.97万 | 5.26% | 51,408 | -38,740 | -43.0% | -$4,471.72万 | 减仓 |