Artemis Wealth Advisors, LLC
- SEC CIK
- 0001767435
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 55
- 較 2026 年第 1 季 +11
- 總值
- $8.35 億
- 較 2026 年第 1 季 +$1.74 億 (+26.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 735,215 | $5.41 億 | 64.9% | +7,346+1.0% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 571,595 | $5,847 萬 | 7.0% | −211,659−27.0% | 減碼 | – |
| SNDKSandisk Corp | COM | 10,500 | $2,387 萬 | 2.9% | −3,500−25.0% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 143,099 | $1,998 萬 | 2.4% | +13,000+10.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 73,803 | $1,759 萬 | 2.1% | −460−0.6% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 40,000 | $1,733 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 39,684 | $1,148 萬 | 1.4% | −10,453−20.8% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 23,000 | $1,098 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 36,000 | $1,086 萬 | 1.3% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| AMATApplied Materials Inc | Stock | 14,000 | $1,012 萬 | 1.2% | +1,000+7.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 24,550 | $877.1 萬 | 1.1% | +3,696+17.7% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 25,000 | $744.7 萬 | 0.9% | +25,000 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,500 | $726.1 萬 | 0.9% | +8,500+212.5% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 91,825 | $708.1 萬 | 0.8% | +3,476+3.9% | 加碼 | – |
| GLWCorning Inc | COM | 26,500 | $676.8 萬 | 0.8% | +4,000+17.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 33,000 | $660.3 萬 | 0.8% | −12,639−27.7% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 5,500 | $634.9 萬 | 0.8% | +5,500 | 新進 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 16,000 | $560.2 萬 | 0.7% | +4,000+33.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,992 | $500.0 萬 | 0.6% | −1,050−9.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,316 | $470.5 萬 | 0.6% | −93−0.7% | 減碼 | 歷史 |
| LITELumentum Holdings Inc. | COM | 3,500 | $300.3 萬 | 0.4% | −2,500−41.7% | 減碼 | 歷史 |
| TERTeradyne, Inc | Stock | 6,000 | $290.3 萬 | 0.3% | −7,500−55.6% | 減碼 | 歷史 |
| COHRCoherent Corp. | COM | 7,000 | $276.0 萬 | 0.3% | −5,000−41.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 6,500 | $273.4 萬 | 0.3% | +6,500 | 新進 | 歷史 |
| BEBloom Energy Corp | COM CL A | 8,000 | $242.0 萬 | 0.3% | +8,000 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,878 | $219.3 萬 | 0.3% | −594−9.2% | 減碼 | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 14,000 | $214.1 萬 | 0.3% | +14,000 | 新進 | 歷史 |
| ARMArm Holdings PLC | ADR | 6,000 | $212.7 萬 | 0.3% | +6,000 | 新進 | 歷史 |
| ONOn Semiconductor Corp | Stock | 22,000 | $208.0 萬 | 0.2% | +22,000 | 新進 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 8,426 | $204.3 萬 | 0.2% | +6+0.1% | 加碼 | – |
| AAOIApplied Optoelectronics, Inc. | COM | 13,000 | $192.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 21,000 | $191.5 萬 | 0.2% | +3,000+16.7% | 加碼 | 歷史 |
| SMTCSemtech Corp | Stock | 11,000 | $178.0 萬 | 0.2% | +11,000 | 新進 | 歷史 |
| SEISolaris Energy Infrastructure, Inc. | COM CL A | 20,000 | $160.9 萬 | 0.2% | +20,000 | 新進 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 29,000 | $155.9 萬 | 0.2% | +29,000 | 新進 | 歷史 |
| QRVOQorvo, Inc. | Stock | 15,000 | $139.9 萬 | 0.2% | +15,000 | 新進 | 歷史 |
| CCXIChurchill Capital Corp XI | CL A ORD SHS | 80,000 | $139.6 萬 | 0.2% | +80,000 | 新進 | 歷史 |
| SITMSITIME Corp | COM | 1,500 | $111.8 萬 | 0.1% | −2,500−62.5% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 15,000 | $108.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMBAAmbarella Inc | SHS | 12,000 | $103.0 萬 | 0.1% | +12,000 | 新進 | 歷史 |
| WOLFWolfspeed, Inc. | COMMON STOCK | 21,000 | $101.3 萬 | 0.1% | +21,000 | 新進 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 18,000 | $88.6 萬 | 0.1% | +18,000 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 4,165 | $79.0 萬 | 0.1% | +15+0.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,706 | $62.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 8,000 | $57.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 445 | $53.4 萬 | 0.1% | −22−4.7% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 9,244 | $49.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,309 | $44.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,600 | $40.6 萬 | <0.1% | −694−30.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 748 | $38.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 11,041 | $33.7 萬 | <0.1% | +176+1.6% | 加碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 3,960 | $30.6 萬 | <0.1% | +13+0.3% | 加碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 6,902 | $30.0 萬 | <0.1% | +49+0.7% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 3,105 | $28.6 萬 | <0.1% | +39+1.3% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 2,244 | $20.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（4 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。