N10 ASSETS, LLC
- SEC CIK
- 0002146922
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/17。SEC
- 持股檔數
- 34
- 2026 年第 1 季 沒有申報
- 總值
- $2.31 億
- 2026 年第 1 季 沒有申報
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| VRTVERTIV HOLDINGS CO | COM CL A | 59,404 | $1,988.96 萬 | 8.60% | +59,404 | 新進 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 40,081 | $1,914.15 萬 | 8.28% | +40,081 | 新進 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 94,114 | $1,883.13 萬 | 8.14% | +94,114 | 新進 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 65,718 | $1,566.32 萬 | 6.77% | +65,718 | 新進 | 查看 |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 33,476 | $1,450.62 萬 | 6.27% | +33,476 | 新進 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 33,184 | $1,185.9 萬 | 5.13% | +33,184 | 新進 | 查看 |
| SNDKSANDISK CORP | COM | 5,199 | $1,182.11 萬 | 5.11% | +5,199 | 新進 | 查看 |
| MRVLMARVELL TECHNOLOGY INC | COM | 38,542 | $1,148.13 萬 | 4.96% | +38,542 | 新進 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 8,002 | $940.12 萬 | 4.06% | +8,002 | 新進 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 15,251 | $859.07 萬 | 3.71% | +15,251 | 新進 | 查看 |
| AVGOBROADCOM INC COM | Stock | 20,882 | $788.82 萬 | 3.41% | +20,882 | 新進 | 查看 |
| AXONAXON ENTERPRISE INC | COM | 13,808 | $774.09 萬 | 3.35% | +13,808 | 新進 | 查看 |
| PWRQUANTA SVCS INC | COM | 10,011 | $720.83 萬 | 3.12% | +10,011 | 新進 | 查看 |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 60,123 | $701.46 萬 | 3.03% | +60,123 | 新進 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 17,714 | $660.77 萬 | 2.86% | +17,714 | 新進 | 查看 |
| VSTVISTRA CORP COM | Stock | 41,492 | $658.19 萬 | 2.85% | +41,492 | 新進 | 查看 |
| LITELUMENTUM HLDGS INC | COM | 6,814 | $584.68 萬 | 2.53% | +6,814 | 新進 | 查看 |
| ORCLORACLE CORP COM | Stock | 39,312 | $576.12 萬 | 2.49% | +39,312 | 新進 | 查看 |
| MCKMCKESSON CORP COM | Stock | 7,516 | $567.91 萬 | 2.46% | +7,516 | 新進 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 15,305 | $517.69 萬 | 2.24% | +15,305 | 新進 | 查看 |
| LLYELI LILLY & CO COM | Stock | 4,070 | $488.17 萬 | 2.11% | +4,070 | 新進 | 查看 |
| APHAMPHENOL CORP NEW | CL A | 27,595 | $486.56 萬 | 2.10% | +27,595 | 新進 | 查看 |
| UBERUBER TECHNOLOGIES INC COM | Stock | 66,597 | $480.56 萬 | 2.08% | +66,597 | 新進 | 查看 |
| TSLATESLA INC COM | Stock | 9,829 | $413.41 萬 | 1.79% | +9,829 | 新進 | 查看 |
| MUMICRON TECHNOLOGY INC COM | Stock | 2,324 | $268.26 萬 | 1.16% | +2,324 | 新進 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 2,440 | $86.21 萬 | 0.37% | +2,440 | 新進 | 查看 |
| AAPLAPPLE INC COM | Stock | 1,805 | $52.23 萬 | 0.23% | +1,805 | 新進 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 800 | $40.03 萬 | 0.17% | +800 | 新進 | 查看 |
| CATCATERPILLAR INC COM | Stock | 350 | $37.27 萬 | 0.16% | +350 | 新進 | 查看 |
| AZOAUTOZONE INC | COM | 103 | $32.92 萬 | 0.14% | +103 | 新進 | 查看 |
| ANGEL OAK FUNDS TRUST03463K760 | INCOME ETF | 14,123 | $29.35 萬 | 0.13% | +14,123 | 新進 | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 746 | $24.42 萬 | 0.11% | +746 | 新進 | 查看 |
| MRKMERCK & CO INC COM | Stock | 1,488 | $19.12 萬 | 0.08% | +1,488 | 新進 | 查看 |
| ISHARES TR464287457 | 1 3 YR TREAS BD | 260 | $2.13 萬 | 0.01% | +260 | 新進 | – |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/8/17 | 34 | $2.31 億 | – | SEC |