阿帕卢萨 2025 Q2 美股持仓列表
持有股票数：38，总市值：$ 6,448,959,614.00
| 代码 |
公司 |
持股数 |
持股市值 |
占比 |
| BABA | 阿里巴巴 | 7,067,271 | $801,499,204 | 12.43% |
| UNH | 联合健康 | 2,450,000 | $764,326,500 | 11.85% |
| AMZN | 亚马逊 | 2,700,000 | $592,353,000 | 9.19% |
| VST | Vistra | 1,800,000 | $348,858,000 | 5.41% |
| NRG | | 1,980,000 | $317,948,400 | 4.93% |
| META | Meta | 400,000 | $295,236,000 | 4.58% |
| NVDA | 英伟达 | 1,750,000 | $276,482,500 | 4.29% |
| GOOG | 谷歌C | 1,500,000 | $266,085,000 | 4.13% |
| UBER | 优步 | 2,750,000 | $256,575,000 | 3.98% |
| MSFT | 微软 | 500,000 | $248,705,000 | 3.86% |
| TSM | 台积电 | 1,025,000 | $232,152,250 | 3.6% |
| JD | 京东 | 7,000,000 | $228,480,000 | 3.54% |
| PDD | 拼多多 | 2,000,000 | $209,320,000 | 3.25% |
| INTC | 英特尔 | 8,000,000 | $179,200,000 | 2.78% |
| LYFT | | 8,000,000 | $126,080,000 | 1.96% |
| DB | 德意志银行 | 4,000,000 | $117,120,000 | 1.82% |
| MU | 美光科技 | 825,000 | $101,681,250 | 1.58% |
| GLW | 康宁 | 1,750,000 | $92,032,500 | 1.43% |
| ETE | 能源转换 | 4,957,235 | $89,874,671 | 1.39% |
| ET | | 4,957,235 | $89,874,671 | 1.39% |
| LHX | L3Harris技术 | 350,000 | $87,794,000 | 1.36% |
| CZR | | 2,100,000 | $59,619,000 | 0.92% |
| ASML | 阿斯麦 | 70,000 | $56,097,300 | 0.87% |
| QCOM | 高通 | 350,000 | $55,741,000 | 0.86% |
| BIDU | 百度 | 625,000 | $53,600,000 | 0.83% |
| IQV | | 300,000 | $47,277,000 | 0.73% |
| UAL | | 550,000 | $43,796,500 | 0.68% |
| SQ | Block | 641,800 | $43,597,474 | 0.68% |
| ORCL | 甲骨文 | 150,000 | $32,794,500 | 0.51% |
| MPLX | | 578,500 | $29,798,535 | 0.46% |
| DAL | 达美航空 | 550,000 | $27,049,000 | 0.42% |
| WHR | | 266,092 | $26,987,051 | 0.42% |
| BEKE | 贝壳 | 1,500,000 | $26,610,000 | 0.41% |
| GT | | 861,782 | $8,936,679 | 0.14% |
| MHK | | 65,000 | $6,814,600 | 0.11% |
使用说明
中国概念股列表股票分类参考表* 以上分类由本站划分，并不科学，仅供参考。
* 不同季度报告的持仓市值单位可能不同，有的是美元，有的是千美元，本站暂未做处理，请自行留意。