Artemis Wealth Advisors, LLC
CIK 1767435 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $834.5M
- 持仓
- 55
- 截至
- 2026年6月30日
按 13F 价值排名第 2752（共 9443） · 前 29.1%
投资组合价值同比（季度）：+26.0% 13F不披露现金
- 前十大持仓权重
- 86.53%
- 前二十五大持仓权重
- 96.05%
- 持仓高于 1%
- 11
- 有效持仓数量
- 2.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 7.27% 估计买入 $62932070 · 卖出 $54377667
中位数持有期：4.0 季度 跟踪时间 Q4 2024–Q2 2026 · 76.4% 仍持有
- 新仓位
- 15
- 增加
- 16
- 减少
- 14
- 已结清
- 4
本页内容
行业细分
Technology
18.3%
Industrials
2.6%
Retail
2.1%
Communication Services
1.6%
Communications
0.6%
Consumer Discretionary
0.3%
Energy
0.2%
Healthcare
0.1%
Financial Services
0.1%
其他/未映射
74.0%
完整投资组合 55 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $541412586 | 64.88% | 735215 | $81376279 | 上涨 ×3 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $58474159 | 7.01% | 571595 | $-3136589 | 下跌 ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $23874165 | 2.86% | 10500 | $14979405 | 下跌 ×2 | ||
| INTC Intel Corporation - Common Stock | $19980951 | 2.39% | 143099 | $14239670 | 上涨 ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $17590207 | 2.11% | 73803 | $2120652 | 下跌 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $17333200 | 2.08% | 40000 | $8790400 | |||
| AAPL Apple Inc. - Common Stock | $11482873 | 1.38% | 39684 | $-1241462 | 下跌 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $10976520 | 1.32% | 23000 | $3203440 | |||
| KLAC KLA Corporation - Common Stock | $10861560 | 1.30% | 36000 | $5560884 | 上涨 ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $10122000 | 1.21% | 14000 | $5678730 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $8771212 | 1.05% | 24550 | $2774821 | 上涨 ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $7447250 | 0.89% | 25000 | ||||
| AMD Advanced Micro Devices, Inc. - Common Stock | $7261375 | 0.87% | 12500 | $6447655 | 上涨 ×1 | ||
| IJH | $7080627 | 0.85% | 91825 | $1114446 | 上涨 ×2 | ||
| GLW Corning Incorporated Common Stock | $6768498 | 0.81% | 26500 | $3709398 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $6602970 | 0.79% | 33000 | $-1358497 | 下跌 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $6348595 | 0.76% | 5500 | 上涨 ×1 | |||
| KEYS Keysight Technologies Inc. Common Stock | $5601600 | 0.67% | 16000 | $2212560 | 上涨 ×2 | ||
| BRKB | $4999897 | 0.60% | 9992 | $-291429 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $4704867 | 0.56% | 13316 | $858428 | 下跌 ×1 | ||
| LITE Lumentum Holdings Inc. - Common Stock | $3003210 | 0.36% | 3500 | $-1213350 | 下跌 ×1 | ||
| TER Teradyne, Inc. - Common Stock | $2903040 | 0.35% | 6000 | $-1099170 | 下跌 ×1 | ||
| COHR Coherent Corp. Common Stock | $2760170 | 0.33% | 7000 | $-97030 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $2733900 | 0.33% | 6500 | ||||
| BE Bloom Energy Corporation Class A Common Stock | $2419840 | 0.29% | 8000 | ||||
| MSFT Microsoft Corporation - Common Stock | $2192783 | 0.26% | 5878 | $-203035 | 下跌 ×4 | ||
| LSCC Lattice Semiconductor Corporation - Common Stock | $2141440 | 0.26% | 14000 | ||||
| ARM Arm Holdings plc - American Depositary Shares | $2127420 | 0.25% | 6000 | 上涨 ×1 | |||
| ON ON Semiconductor Corporation - Common Stock | $2079880 | 0.25% | 22000 | 上涨 ×1 | |||
| ITA ITA | $2042598 | 0.24% | 8426 | $200698 | 上涨 ×2 | ||
| AAOI Applied Optoelectronics, Inc. - Common Stock | $1926080 | 0.23% | 13000 | $826410 | |||
| MCHP Microchip Technology Incorporated - Common Stock | $1915200 | 0.23% | 21000 | $752220 | 上涨 ×1 | ||
| SMTC Semtech Corporation - Common Stock | $1780350 | 0.21% | 11000 | 上涨 ×1 | |||
| SEI Solaris Energy Infrastructure, Inc. Class A Common Stock | $1608600 | 0.19% | 20000 | 上涨 ×1 | |||
| VSH Vishay Intertechnology, Inc. Common Stock | $1559040 | 0.19% | 29000 | 上涨 ×1 | |||
| QRVO Qorvo, Inc. - Common Stock | $1399050 | 0.17% | 15000 | 上涨 ×1 | |||
| CCXI Churchill Capital Corp XI - Class A Ordinary Shares | $1396000 | 0.17% | 80000 | 上涨 ×1 | |||
| SITM SiTime Corporation - Common Stock | $1118340 | 0.13% | 1500 | $-263060 | 下跌 ×1 | ||
| CGNX Cognex Corporation - Common Stock | $1086300 | 0.13% | 15000 | $351450 | |||
| AMBA Ambarella, Inc. - Ordinary Shares | $1029600 | 0.12% | 12000 | ||||
| WOLF Wolfspeed, Inc. Common Stock New | $1013250 | 0.12% | 21000 | 上涨 ×1 | |||
| ENPH Enphase Energy, Inc. - Common Stock | $886320 | 0.11% | 18000 | 上涨 ×1 | |||
| RTX RTX Corporation Common Stock | $790290 | 0.09% | 4165 | $-10210 | 上涨 ×2 | ||
| GLD | $628456 | 0.08% | 1706 | $-105619 | |||
| UBER Uber Technologies, Inc. Common Stock | $576720 | 0.07% | 8000 | $1280 | |||
| LLY Eli Lilly and Company Common Stock | $533746 | 0.06% | 445 | $104213 | 下跌 ×1 | ||
| SLV | $494277 | 0.06% | 9244 | $-135609 | |||
| V Visa Inc. | $449105 | 0.05% | 1309 | $53473 | |||
| JNJ Johnson & Johnson Common Stock | $406433 | 0.05% | 1600 | $-154321 | 下跌 ×1 | ||
| MA Mastercard Incorporated Common Stock | $384173 | 0.05% | 748 | $10427 | |||
| PSK | $337095 | 0.04% | 11041 | $2033 | 上涨 ×6 | ||
| FHLC | $305877 | 0.04% | 3960 | $28156 | 上涨 ×6 | ||
| EMLP | $300243 | 0.04% | 6902 | $1026 | 上涨 ×6 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $286289 | 0.03% | 3105 | $3340 | 上涨 ×6 | ||
| ABT Abbott Laboratories Common Stock | $203582 | 0.02% | 2244 | $-26765 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| MRVL | $7447250 | 25000 | 0.89% |
| MU | $6348595 | 5500 | 0.76% |
| TSLA | $2733900 | 6500 | 0.33% |
| BE | $2419840 | 8000 | 0.29% |
| LSCC | $2141440 | 14000 | 0.26% |
| ARM | $2127420 | 6000 | 0.25% |
| ON | $2079880 | 22000 | 0.25% |
| SMTC | $1780350 | 11000 | 0.21% |
| SEI | $1608600 | 20000 | 0.19% |
| VSH | $1559040 | 29000 | 0.19% |
| QRVO | $1399050 | 15000 | 0.17% |
| CCXI | $1396000 | 80000 | 0.17% |
| AMBA | $1029600 | 12000 | 0.12% |
| WOLF | $1013250 | 21000 | 0.12% |
| ENPH | $886320 | 18000 | 0.11% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| QQQ | 增持 | +7K | +$81.4M |
| SNDK | 削减 | -4K | +$15.0M |
| INTC | 增持 | +13K | +$14.2M |
| LRCX | 仅价格变动 | +0 | +$8.8M |
| AMAT | 增持 | +1K | +$5.7M |
| KLAC | 增持 | +32K | +$5.6M |
| GLW | 增持 | +4K | +$3.7M |
| TSM | 仅价格变动 | +0 | +$3.2M |
| EMXC | 削减 | -212K | -$3.1M |
| GOOGL | 增持 | +4K | +$2.8M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| NVDA | 2025年3月31日 | 95000 | $12757550 | 100.1% |
| AVGO | 2025年3月31日 | 37500 | $8694000 | 122.6% |
| BITB | 2026年3月31日 | 150000 | $7134000 | 不再跟踪 |
| META | 2025年12月31日 | 9000 | $6609420 | -16.9% |
| TSM | 2025年3月31日 | 28000 | $5529720 | 153.1% |
| MRVL | 2025年3月31日 | 47000 | $5191150 | 300.1% |
| META | 2025年3月31日 | 8400 | $4918284 | -4.8% |
| TSLA | 2025年3月31日 | 10000 | $4038400 | 34.6% |
| AVGO | 2026年6月30日 | 10558 | $3267807 | -1.3% |
| TLN | 2025年12月31日 | 500 | $3190350 | -15.8% |
| META | 2026年6月30日 | 5500 | $3146715 | -2.6% |
| LRCX | 2025年3月31日 | 30000 | $2166900 | 332.0% |
| PLTR | 2025年3月31日 | 27500 | $2079825 | 105.0% |
| LSCC | 2025年3月31日 | 35000 | $1982750 | 125.3% |
| AMKR | 2026年6月30日 | 41000 | $1846230 | -41.0% |
| CEG | 2025年12月31日 | 5000 | $1645350 | -22.8% |
| NET | 2025年12月31日 | 7000 | $1502130 | 39.7% |
| ANET | 2025年12月31日 | 10000 | $1457100 | 43.8% |
| AMBA | 2025年3月31日 | 20000 | $1454800 | 45.3% |
| GEV | 2025年9月30日 | 2500 | $1322875 | 57.8% |
| DDOG | 2025年3月31日 | 9000 | $1286010 | 131.7% |
| TER | 2025年3月31日 | 10000 | $1259200 | 353.4% |
| CFLT | 2025年3月31日 | 35000 | $978600 | 不再跟踪 |
| CEG | 2025年3月31日 | 4000 | $894840 | 35.2% |
| TLN | 2025年3月31日 | 4000 | $805880 | 58.1% |
| QCOM | 2025年6月30日 | 4972 | $763751 | 1.1% |
| BRKA | 2025年12月31日 | 100 | $754200 | 不再跟踪 |
| PLTR | 2026年3月31日 | 4000 | $711000 | 18.3% |
| BE | 2025年12月31日 | 8000 | $676560 | 137.2% |
| SASR | 2025年6月30日 | 10104 | $282406 | 不再跟踪 |
| BABA | 2026年6月30日 | 2000 | $250980 | 27.3% |