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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $5,933.97万 | 5.26% | 51,408 | -38,740 | -43.0% | -$4,471.72万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,834.09万 | 5.18% | 122,162 | -2,760 | -2.2% | -$131.81万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,670.38万 | 5.03% | 97,612 | -81,091 | -45.4% | -$4,710.66万 | 减仓 |
| AAPL | APPLE INC | $5,303.97万 | 4.71% | 183,300 | 9,414 | 5.4% | $272.40万 | 加仓 |
| TSLA | TESLA INC | $5,233.32万 | 4.64% | 124,425 | 18,067 | 17.0% | $759.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,230.99万 | 4.64% | 261,432 | 18,717 | 7.7% | $374.51万 | 加仓 |
| AMZN | AMAZON COM INC | $5,189.28万 | 4.60% | 217,726 | 13,135 | 6.4% | $313.06万 | 加仓 |
| GOOGL | ALPHABET INC | $5,136.01万 | 4.56% | 143,717 | 3,834 | 2.7% | $137.02万 | 加仓 |
| AVGO | BROADCOM INC | $5,078.28万 | 4.50% | 134,435 | 3,992 | 3.1% | $150.80万 | 加仓 |
| META | META PLATFORMS INC | $5,034.35万 | 4.47% | 89,374 | 21,133 | 31.0% | $1,190.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,004.21万 | 4.44% | 134,154 | 25,165 | 23.1% | $938.70万 | 加仓 |
| GEV | GE VERNOVA INC | $4,994.56万 | 4.43% | 42,512 | 3,320 | 8.5% | $390.05万 | 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 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,070.15万 | 3.61% | 144,737 | 14,765 | 11.4% | $415.21万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3,962.60万 | 3.52% | 51,925 | -8,052 | -13.4% | -$614.48万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,679.19万 | 3.26% | 315,350 | 83,379 | 35.9% | $972.78万 | 加仓 |
| ORCL | ORACLE CORP | $3,304.56万 | 2.93% | 225,490 | 11,713 | 5.5% | $171.65万 | 加仓 |
| DDOG | DATADOG INC | $3,279.34万 | 2.91% | 125,954 | 125,954 | — | $3,279.34万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $3,202.70万 | 2.84% | 125,843 | -1,492 | -1.2% | -$37.97万 | 减仓 |
| CRM | SALESFORCE INC | $3,151.14万 | 2.80% | 201,145 | 46,568 | 30.1% | $729.53万 | 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 |
| NOW | SERVICENOW INC | $3,060.83万 | 2.72% | 308,303 | 69,931 | 29.3% | $694.27万 | 加仓 |
| CRWV | COREWEAVE INC | $2,356.31万 | 2.09% | 236,720 | 7,815 | 3.4% | $77.79万 | 加仓 |
| MDB | MONGODB INC | $2,189.36万 | 1.94% | 65,179 | -1,755 | -2.6% | -$58.95万 | 减仓 |
| ZS | ZSCALER INC | $2,061.88万 | 1.83% | 146,077 | 39,296 | 36.8% | $554.66万 | 加仓 |
| IREN | IREN LIMITED | $1,586.20万 | 1.41% | 346,863 | -24,312 | -6.6% | -$111.18万 | 减仓 |
| OKLO | OKLO INC | $1,528.41万 | 1.36% | 292,072 | 61,556 | 26.7% | $322.12万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $1,183.21万 | 1.05% | 394,797 | 123,045 | 45.3% | $368.77万 | 加仓 |
| INOD | INNODATA INC | $981.59万 | 0.87% | 129,874 | -106,803 | -45.1% | -$807.22万 | 减仓 |
| BE | BLOOM ENERGY CORP | $103.86万 | 0.09% | 3,431 | 3,431 | — | $103.86万 | 新建仓 |
| PWR | QUANTA SVCS INC | $83.16万 | 0.07% | 1,155 | 1,155 | — | $83.16万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $81.86万 | 0.07% | 2,445 | 2,445 | — | $81.86万 | 新建仓 |
| ETN | EATON CORP PLC | $78.19万 | 0.07% | 1,835 | 1,835 | — | $78.19万 | 新建仓 |
| COHR | COHERENT CORP | $77.67万 | 0.07% | 1,969 | 1,969 | — | $77.67万 | 新建仓 |
| EQIX | EQUINIX INC | $70.88万 | 0.06% | 680 | 680 | — | $70.88万 | 新建仓 |
| SO | SOUTHERN CO | $70.31万 | 0.06% | 7,346 | 7,346 | — | $70.31万 | 新建仓 |
| WMB | WILLIAMS COS INC | $69.50万 | 0.06% | 9,349 | 9,349 | — | $69.50万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $69.10万 | 0.06% | 4,729 | 4,729 | — | $69.10万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $68.93万 | 0.06% | 7,854 | 7,854 | — | $68.93万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $65.39万 | 0.06% | 473 | 473 | — | $65.39万 | 新建仓 |
| D | DOMINION ENERGY INC | $64.53万 | 0.06% | 9,449 | 9,449 | — | $64.53万 | 新建仓 |
| VST | VISTRA CORP | $62.02万 | 0.06% | 3,910 | 3,910 | — | $62.02万 | 新建仓 |
| NVT | NVENT ELEC PLC | $61.65万 | 0.05% | 3,635 | 3,635 | — | $61.65万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $61.10万 | 0.05% | 19,111 | 19,111 | — | $61.10万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $60.68万 | 0.05% | 3,710 | 3,710 | — | $60.68万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $60.01万 | 0.05% | 2,416 | 2,416 | — | $60.01万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $59.80万 | 0.05% | 3,330 | 3,330 | — | $59.80万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $54.75万 | 0.05% | 9,864 | 9,864 | — | $54.75万 | 新建仓 |
| CCJ | CAMECO CORP | $51.63万 | 0.05% | 5,069 | 5,069 | — | $51.63万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $51.11万 | 0.05% | 1,330 | 1,330 | — | $51.11万 | 新建仓 |
| HUBB | HUBBELL INC | $49.81万 | 0.04% | 952 | 952 | — | $49.81万 | 新建仓 |
| NRG | NRG ENERGY INC | $47.24万 | 0.04% | 3,234 | 3,234 | — | $47.24万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $40.72万 | 0.04% | 2,337 | 2,337 | — | $40.72万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $40.31万 | 0.04% | 2,071 | 2,071 | — | $40.31万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $30.18万 | 0.03% | 30,092 | 30,092 | — | $30.18万 | 新建仓 |
| WLDN | WILLDAN GROUP INC | $23.11万 | 0.02% | 2,921 | 2,921 | — | $23.11万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $11.51万 | 0.01% | 1,229 | 620 | 101.8% | $5.81万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $8.59万 | 0.01% | 632 | 232 | 58.0% | $3.15万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $3.83万 | 0.00% | 474 | 474 | — | $3.83万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $3.72万 | 0.00% | 255 | 255 | — | $3.72万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $3.68万 | 0.00% | 116 | 75 | 182.9% | $2.38万 | 加仓 |
| EOG | EOG RES INC | $3.14万 | 0.00% | 242 | 242 | — | $3.14万 | 新建仓 |
| EQT | EQT CORP | $3.07万 | 0.00% | 577 | 413 | 251.8% | $2.20万 | 加仓 |
| MELI | MERCADOLIBRE INC | $2.89万 | 0.00% | 17 | -1 | -5.6% | -$1,697 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.83万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $2.77万 | 0.00% | 971 | 971 | — | $2.77万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $2.39万 | 0.00% | 100 | -31 | -23.7% | -$7,409 | 减仓 |
| GOOG | ALPHABET INC | $2.37万 | 0.00% | 67 | 18 | 36.7% | $6,360 | 加仓 |
| PCG | PG&E CORP | $2.35万 | 0.00% | 1,395 | 199 | 16.6% | $3,347 | 加仓 |
| ABBV | ABBVIE INC | $2.26万 | 0.00% | 90 | 90 | — | $2.26万 | 新建仓 |
| ABNB | AIRBNB INC | $2.22万 | 0.00% | 155 | 155 | — | $2.22万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2.10万 | 0.00% | 48 | 48 | — | $2.10万 | 新建仓 |
| URI | UNITED RENTALS INC | $2.04万 | 0.00% | 18 | 18 | — | $2.04万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $2.04万 | 0.00% | 50 | -31 | -38.3% | -$1.26万 | 减仓 |
| RGLD | ROYAL GOLD INC | $2.00万 | 0.00% | 100 | 100 | — | $2.00万 | 新建仓 |
| COP | CONOCOPHILLIPS | $1.94万 | 0.00% | 187 | 187 | — | $1.94万 | 新建仓 |
| TRGP | TARGA RES CORP | $1.93万 | 0.00% | 72 | -22 | -23.4% | -$5,899 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $1.86万 | 0.00% | 106 | 106 | — | $1.86万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.79万 | 0.00% | 43 | -62 | -59.0% | -$2.57万 | 减仓 |
| AMGN | AMGEN INC | $1.77万 | 0.00% | 49 | 49 | — | $1.77万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.73万 | 0.00% | 32 | 32 | — | $1.73万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $1.56万 | 0.00% | 248 | 248 | — | $1.56万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.52万 | 0.00% | 46 | 46 | — | $1.52万 | 新建仓 |
| NEM | NEWMONT CORP | $1.47万 | 0.00% | 157 | 157 | — | $1.47万 | 新建仓 |
| LLY | ELI LILLY & CO | $1.44万 | 0.00% | 12 | -3 | -20.0% | -$3,598 | 减仓 |
| INTU | INTUIT | $1.38万 | 0.00% | 53 | 31 | 140.9% | $8,091 | 加仓 |
| WWD | WOODWARD INC | $1.23万 | 0.00% | 29 | 29 | — | $1.23万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $1.20万 | 0.00% | 95 | 95 | — | $1.20万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $1.19万 | 0.00% | 66 | 66 | — | $1.19万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $1.18万 | 0.00% | 50 | -52 | -51.0% | -$1.23万 | 减仓 |
| BIIB | BIOGEN INC | $1.17万 | 0.00% | 54 | 54 | — | $1.17万 | 新建仓 |
| SNDK | SANDISK CORP | $1.14万 | 0.00% | 5 | 5 | — | $1.14万 | 新建仓 |
| RL | RALPH LAUREN CORP | $1.12万 | 0.00% | 28 | 28 | — | $1.12万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $1.11万 | 0.00% | 62 | 2 | 3.3% | $359 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.05万 | 0.00% | 28 | -107 | -79.3% | -$4.02万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.03万 | 0.00% | 26 | -19 | -42.2% | -$7,556 | 减仓 |
| APP | APPLOVIN CORP | $9,789 | 0.00% | 19 | -4 | -17.4% | -$2,061 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $9,658 | 0.00% | 127 | -80 | -38.6% | -$6,084 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $9,353 | 0.00% | 15 | 15 | — | $9,353 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $9,174 | 0.00% | 54 | -150 | -73.5% | -$2.55万 | 减仓 |