Wedbush Fund Advisers, LLC
PASADENA CA · SEC CIK 0002070852
$8.63亿2026Q1 申报市值
77持仓数
47.2%前十大占比 · 第一大 5.1%
49 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CRM 新建仓+$2,885.49万
NOW 新建仓+$2,492.18万
MSFT 加仓+$402.19万
MDB 加仓+$401.52万
SHOP 加仓+$368.64万
2026Q1 卖出最多 按季末市值估算
BIDU 清仓-$2,242.80万
RBLX 清仓-$2,198.39万
MU 减仓-$1,984.98万
TSM 减仓-$1,028.28万
GEV 减仓-$806.39万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -171,652 | -100.0% | -$2,242.80万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -271,306 | -100.0% | -$2,198.39万 | 清仓 |
| APP | APPLOVIN CORP | $9,154 | 0.00% | 23 | 23 | — | $9,154 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $9,471 | 0.00% | 35 | 35 | — | $9,471 | 新建仓 |
| INTU | INTUIT | $9,512 | 0.00% | 22 | 22 | — | $9,512 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $9,794 | 0.00% | 25 | 25 | — | $9,794 | 新建仓 |
| PHM | PULTE GROUP INC | $1.02万 | 0.00% | 87 | 87 | — | $1.02万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $1.03万 | 0.00% | 214 | 214 | — | $1.03万 | 新建仓 |
| EQT | EQT CORP | $1.04万 | 0.00% | 164 | 164 | — | $1.04万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.05万 | 0.00% | 168 | 168 | — | $1.05万 | 新建仓 |
| — | HONEYWELL INTL INC | $1.11万 | 0.00% | 49 | 49 | — | $1.11万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1.13万 | 0.00% | 41 | 41 | — | $1.13万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $1.14万 | 0.00% | 60 | 60 | — | $1.14万 | 新建仓 |
| PTC | PTC INC | $1.15万 | 0.00% | 81 | 81 | — | $1.15万 | 新建仓 |
| NFLX | NETFLIX INC. | $1.21万 | 0.00% | 126 | 126 | — | $1.21万 | 新建仓 |
| CCL | CARNIVAL CORP | $1.22万 | 0.00% | 472 | 472 | — | $1.22万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $1.23万 | 0.00% | 144 | 144 | — | $1.23万 | 新建仓 |
| VTR | VENTAS INC | $1.34万 | 0.00% | 164 | 164 | — | $1.34万 | 新建仓 |
| CSCO | CISCO SYS INC | $1.36万 | 0.00% | 175 | 175 | — | $1.36万 | 新建仓 |
| LLY | ELI LILLY & CO | $1.38万 | 0.00% | 15 | 15 | — | $1.38万 | 新建仓 |
| GOOG | ALPHABET INC | $1.41万 | 0.00% | 49 | 49 | — | $1.41万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $1.41万 | 0.00% | 207 | 207 | — | $1.41万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $1.42万 | 0.00% | 68 | 68 | — | $1.42万 | 新建仓 |
| KO | COCA COLA CO | $1.49万 | 0.00% | 196 | 196 | — | $1.49万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.49万 | 0.00% | 51 | 51 | — | $1.49万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $1.52万 | 0.00% | 66 | 66 | — | $1.52万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1.68万 | 0.00% | 86 | 86 | — | $1.68万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $1.69万 | 0.00% | 176 | 176 | — | $1.69万 | 新建仓 |
| CI | THE CIGNA GROUP | $1.79万 | 0.00% | 67 | 67 | — | $1.79万 | 新建仓 |
| V | VISA INC | $1.84万 | 0.00% | 61 | 61 | — | $1.84万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $1.92万 | 0.00% | 71 | 71 | — | $1.92万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $2.01万 | 0.00% | 102 | 102 | — | $2.01万 | 新建仓 |
| GE | GE AEROSPACE | $2.01万 | 0.00% | 71 | 71 | — | $2.01万 | 新建仓 |
| BLK | BLACKROCK INC | $2.02万 | 0.00% | 21 | 21 | — | $2.02万 | 新建仓 |
| LIN | LINDE PLC | $2.03万 | 0.00% | 41 | 41 | — | $2.03万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.07万 | 0.00% | 45 | 45 | — | $2.07万 | 新建仓 |
| PCG | PG&E CORP | $2.10万 | 0.00% | 1,196 | 1,196 | — | $2.10万 | 新建仓 |
| TRGP | TARGA RES CORP | $2.36万 | 0.00% | 94 | 94 | — | $2.36万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $2.40万 | 0.00% | 48 | 48 | — | $2.40万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $2.50万 | 0.00% | 204 | 204 | — | $2.50万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.55万 | 0.00% | 57 | 57 | — | $2.55万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $2.65万 | 0.00% | 147 | 147 | — | $2.65万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $3.11万 | 0.00% | 18 | 18 | — | $3.11万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $3.45万 | 0.00% | 81 | 81 | — | $3.45万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $3.68万 | 0.00% | 400 | 400 | — | $3.68万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $3.72万 | 0.00% | 131 | 131 | — | $3.72万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3.75万 | 0.00% | 135 | 135 | — | $3.75万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $4.05万 | 0.00% | 609 | 609 | — | $4.05万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $4.56万 | 0.01% | 105 | 105 | — | $4.56万 | 新建仓 |
| INOD | INNODATA INC | $914.05万 | 1.06% | 236,677 | 28,560 | 13.7% | $110.30万 | 加仓 |
| OKLO | OKLO INC | $1,143.13万 | 1.32% | 230,516 | 47,573 | 26.0% | $235.91万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $1,155.76万 | 1.34% | 271,752 | 44,249 | 19.4% | $188.19万 | 加仓 |
| IREN | IREN LIMITED | $1,272.39万 | 1.47% | 371,175 | -35,474 | -8.7% | -$121.60万 | 减仓 |
| ZS | ZSCALER INC | $1,498.03万 | 1.74% | 106,781 | 23,629 | 28.4% | $331.49万 | 加仓 |
| MDB | MONGODB INC | $1,638.34万 | 1.90% | 66,934 | 16,404 | 32.5% | $401.52万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $1,651.77万 | 1.91% | 159,191 | -48,002 | -23.2% | -$498.07万 | 减仓 |
| CRWV | COREWEAVE INC | $1,773.33万 | 2.05% | 228,905 | -23,570 | -9.3% | -$182.60万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,920.47万 | 2.22% | 127,335 | 9,004 | 7.6% | $135.80万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,341.56万 | 2.71% | 59,977 | 1,614 | 2.8% | $63.01万 | 加仓 |
| NOW | SERVICENOW INC | $2,492.18万 | 2.89% | 238,372 | 238,372 | — | $2,492.18万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $2,689.08万 | 3.11% | 167,732 | 10,938 | 7.0% | $175.36万 | 加仓 |
| SHOP | SHOPIFY INC | $2,772.98万 | 3.21% | 233,770 | 31,077 | 15.3% | $368.64万 | 加仓 |
| CRM | SALESFORCE INC | $2,885.49万 | 3.34% | 154,577 | 154,577 | — | $2,885.49万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $3,045.56万 | 3.53% | 90,148 | -58,755 | -39.5% | -$1,984.98万 | 减仓 |
| ORCL | ORACLE CORP | $3,144.87万 | 3.64% | 213,777 | 16,170 | 8.2% | $237.88万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,150.39万 | 3.65% | 129,972 | 12,163 | 10.3% | $294.82万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $3,230.93万 | 3.74% | 257,527 | 7,600 | 3.0% | $95.35万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,393.27万 | 3.93% | 231,971 | 16,529 | 7.7% | $241.79万 | 加仓 |
| GEV | GE VERNOVA INC | $3,421.07万 | 3.96% | 39,192 | -9,238 | -19.1% | -$806.39万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,635.36万 | 4.21% | 178,703 | -1,407 | -0.8% | -$28.62万 | 减仓 |
| META | META PLATFORMS INC | $3,904.27万 | 4.52% | 68,241 | -1,975 | -2.8% | -$113.00万 | 减仓 |
| TSLA | TESLA INC | $3,953.86万 | 4.58% | 106,358 | 8,524 | 8.7% | $316.88万 | 加仓 |
| GOOGL | ALPHABET INC | $4,022.48万 | 4.66% | 139,883 | -7,902 | -5.3% | -$227.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,034.45万 | 4.67% | 108,989 | 10,865 | 11.1% | $402.19万 | 加仓 |
| AVGO | BROADCOM INC | $4,037.34万 | 4.68% | 130,443 | 3,949 | 3.1% | $122.23万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,221.74万 | 4.89% | 124,922 | -30,427 | -19.6% | -$1,028.28万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,232.95万 | 4.90% | 242,715 | -26,789 | -9.9% | -$467.20万 | 减仓 |
| AMZN | AMAZON COM INC | $4,261.02万 | 4.94% | 204,591 | 1,269 | 0.6% | $26.43万 | 加仓 |
| AAPL | APPLE INC | $4,413.05万 | 5.11% | 173,886 | 4,210 | 2.5% | $106.85万 | 加仓 |