与标普500指数的表现对比

03
追踪时间 Q2 2025–Q1 2026 +7.6%

近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。

可定价覆盖率：99.4% · 已排除期权：89.9%

行业细分

04
Communication Services 34.1%
Technology 29.9%
Consumer Discretionary 24.0%
Retail 7.5%
Energy 1.2%
Healthcare 0.8%
Financials 0.5%
Industrials 0.3%
Consumer products 0.1%
Materials 0.1%
Consumer Staples 0.1%
Utilities 0.0%
Real Estate 0.0%
其他/未映射 1.3%

完整投资组合 155 持仓

05
类型 连胜 8个季度趋势
TSLA Tesla, Inc. - Common Stock $494910775 19.87% 1331300 卖出期权 $430203433
NVDA NVIDIA Corporation - Common Stock $326232640 13.10% 1870600 卖出期权 $198355534
GOOG Alphabet Inc. - Class C Capital Stock $301518546 12.11% 1051100 卖出期权 $243582972
META Meta Platforms, Inc. - Class A Common Stock $291614661 11.71% 509700 卖出期权 $260098218
AMD Advanced Micro Devices, Inc. - Common Stock $185324730 7.44% 911000 卖出期权 $158420490
AMZN Amazon.com, Inc. - Common Stock $168969451 6.78% 811300 卖出期权 $124937878
PLTR Palantir Technologies Inc. - Class A Common Stock $158377356 6.36% 1082700 卖出期权 $85364364
GOOGL Alphabet Inc. - Class A Common Stock $81810820 3.28% 284500 卖出期权 $59341495
TSLA Tesla, Inc. - Common Stock $67714634 2.72% 182151 $66492596
META Meta Platforms, Inc. - Class A Common Stock $59158242 2.38% 103400 买入期权 $58420152
TSLA Tesla, Inc. - Common Stock $34684275 1.39% 93300 买入期权 上涨 ×1
GOOG Alphabet Inc. - Class C Capital Stock $32563773 1.31% 113518 $30183022
GOOG Alphabet Inc. - Class C Capital Stock $25788714 1.04% 89900 买入期权 上涨 ×1
NVDA NVIDIA Corporation - Common Stock $17496506 0.70% 100324 $14351715
META Meta Platforms, Inc. - Class A Common Stock $17316659 0.70% 30267 $16556426
NVDA NVIDIA Corporation - Common Stock $16986560 0.68% 97400 买入期权 上涨 ×1
QQQ Invesco QQQ Trust, Series 1 $16334194 0.66% 28300 卖出期权 $13962142
QQQ Invesco QQQ Trust, Series 1 $16334194 0.66% 28300 买入期权 $-5124602
GOOGL Alphabet Inc. - Class A Common Stock $14697192 0.59% 51110 $13957026
GOOGL Alphabet Inc. - Class A Common Stock $10841012 0.44% 37700 买入期权 上涨 ×1
XOM Exxon Mobil Corporation Common Stock $10022495 0.40% 59074 上涨 ×1
AAPL Apple Inc. - Common Stock $9872431 0.40% 38900 买入期权 上涨 ×1
AMD Advanced Micro Devices, Inc. - Common Stock $8997505 0.36% 44229 $8908817
XOM Exxon Mobil Corporation Common Stock $8126714 0.33% 47900 卖出期权 上涨 ×1
AMZN Amazon.com, Inc. - Common Stock $5185923 0.21% 24900 买入期权 上涨 ×1
AMZN Amazon.com, Inc. - Common Stock $5028887 0.20% 24146 $3882574
MSFT Microsoft Corporation - Common Stock $4293972 0.17% 11600 买入期权 $3796562
CVX Chevron Corporation Common Stock $4205863 0.17% 20328 上涨 ×1
CVX Chevron Corporation Common Stock $3517300 0.14% 17000 卖出期权 上涨 ×1
JNJ Johnson & Johnson Common Stock $3367405 0.14% 13776 上涨 ×1
NFLX Netflix, Inc. - Common Stock $3171412 0.13% 32984 $2124212
VZ Verizon Communications Inc. Common Stock $3041718 0.12% 60592 $2888715
VZ Verizon Communications Inc. Common Stock $2459800 0.10% 49000 卖出期权 $2347298
JPM JP Morgan Chase & Co. Common Stock $2382696 0.10% 8100 买入期权 上涨 ×1
JNJ Johnson & Johnson Common Stock $2322180 0.09% 9500 卖出期权 上涨 ×1
BRK-B (申报为 BRKB) Berkshire Hathaway Inc. Class B $2300160 0.09% 4800 买入期权 上涨 ×1
PG Procter & Gamble Company (The) Common Stock $2296596 0.09% 15900 买入期权 上涨 ×1
BAC Bank of America Corporation Common Stock $2037750 0.08% 41800 买入期权 上涨 ×1
COP ConocoPhillips Common Stock $2021580 0.08% 15315 上涨 ×1
AMD Advanced Micro Devices, Inc. - Common Stock $1993614 0.08% 9800 买入期权 上涨 ×1
NFLX Netflix, Inc. - Common Stock $1942230 0.08% 20200 卖出期权 上涨 ×1
V Visa Inc. $1934336 0.08% 6400 买入期权 上涨 ×1
T AT&T Inc. $1845156 0.07% 63648 $1637714
UNH UnitedHealth Group Incorporated Common Stock (DE) $1704717 0.07% 6300 买入期权 上涨 ×1
MRK Merck & Company, Inc. Common Stock (new) $1649777 0.07% 13715 上涨 ×1
COST Costco Wholesale Corporation - Common Stock $1624181 0.07% 1630 $-21031586
COP ConocoPhillips Common Stock $1557600 0.06% 11800 卖出期权 上涨 ×1
AVGO Broadcom Inc. - Common Stock $1547550 0.06% 5000 买入期权 上涨 ×1
AMAT Applied Materials, Inc. - Common Stock $1523016 0.06% 4456 上涨 ×1
COST Costco Wholesale Corporation - Common Stock $1494645 0.06% 1500 卖出期权 上涨 ×1
T AT&T Inc. $1394419 0.06% 48100 卖出期权 上涨 ×1
LIN Linde plc - Ordinary Shares $1287984 0.05% 2598 上涨 ×1
AMAT Applied Materials, Inc. - Common Stock $1264623 0.05% 3700 卖出期权 上涨 ×1
WFC Wells Fargo & Company Common Stock $1162306 0.05% 14600 买入期权 上涨 ×1
MRK Merck & Company, Inc. Common Stock (new) $1154784 0.05% 9600 卖出期权 上涨 ×1
GE GE Aerospace Common Stock $1135080 0.05% 4000 买入期权 上涨 ×1
IBM International Business Machines Corporation Common Stock $1114994 0.04% 4600 买入期权 上涨 ×1
PM Philip Morris International Inc Common Stock $1091244 0.04% 6600 买入期权 上涨 ×1
MDT Medtronic plc. Ordinary Shares $1074460 0.04% 12400 买入期权 上涨 ×1
GEV GE Vernova Inc. Common Stock $995106 0.04% 1140 上涨 ×1
TMO Thermo Fisher Scientific Inc Common Stock $983060 0.04% 2000 买入期权 上涨 ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $971621 0.04% 4900 买入期权 上涨 ×1
ABT Abbott Laboratories Common Stock $965098 0.04% 9400 买入期权 上涨 ×1
MU Micron Technology, Inc. - Common Stock $878384 0.04% 2600 卖出期权 上涨 ×1
HD Home Depot, Inc. (The) Common Stock $855114 0.03% 2600 买入期权 上涨 ×1
WMT Walmart Inc. - Common Stock $854798 0.03% 6878 $363356
WMT Walmart Inc. - Common Stock $820248 0.03% 6600 卖出期权 $663800
MA Mastercard Incorporated Common Stock $799456 0.03% 1600 买入期权 上涨 ×1
CAT Caterpillar, Inc. Common Stock $779306 0.03% 1100 卖出期权 上涨 ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $775284 0.03% 5300 买入期权 上涨 ×1
LOW Lowe's Companies, Inc. Common Stock $756096 0.03% 3200 买入期权 上涨 ×1
LIN Linde plc - Ordinary Shares $743640 0.03% 1500 卖出期权 上涨 ×1
INTU Intuit Inc. - Common Stock $735046 0.03% 1700 买入期权 上涨 ×1
GEV GE Vernova Inc. Common Stock $698320 0.03% 800 卖出期权 上涨 ×1
SYK Stryker Corporation Common Stock $690039 0.03% 2100 买入期权 上涨 ×1
CSCO Cisco Systems, Inc. - Common Stock $675033 0.03% 8700 买入期权 上涨 ×1
LLY Eli Lilly and Company Common Stock $643839 0.03% 700 买入期权 上涨 ×1
CAT Caterpillar, Inc. Common Stock $636197 0.03% 898 $351251
AXP American Express Company Common Stock $635208 0.03% 2100 买入期权 上涨 ×1
SPGI S&P Global Inc. Common Stock $595476 0.02% 1400 买入期权 上涨 ×1
KLAC KLA Corporation - Common Stock $588964 0.02% 400 卖出期权 上涨 ×1
BSX Boston Scientific Corporation Common Stock $583575 0.02% 9300 买入期权 上涨 ×1
ADI Analog Devices, Inc. - Common Stock $572652 0.02% 1800 买入期权 上涨 ×1
ABBV AbbVie Inc. Common Stock $565474 0.02% 2600 买入期权 上涨 ×1
TXN Texas Instruments Incorporated - Common Stock $543592 0.02% 2800 买入期权 上涨 ×1
MCD McDonald's Corporation Common Stock $497264 0.02% 1600 买入期权 上涨 ×1
CAT Caterpillar, Inc. Common Stock $495922 0.02% 700 买入期权 上涨 ×1
GILD Gilead Sciences, Inc. - Common Stock $487795 0.02% 3500 买入期权 上涨 ×1
NEE NextEra Energy, Inc. Common Stock $480004 0.02% 5168 上涨 ×1
KO Coca-Cola Company (The) Common Stock $479115 0.02% 6300 买入期权 上涨 ×1
BMY Bristol-Myers Squibb Company Common Stock $473737 0.02% 7811 上涨 ×1
PEP PepsiCo, Inc. - Common Stock $465870 0.02% 3000 买入期权 上涨 ×1
KO Coca-Cola Company (The) Common Stock $463905 0.02% 6100 卖出期权 $230430
DE Deere & Company Common Stock $450640 0.02% 800 卖出期权 上涨 ×1
PH Parker-Hannifin Corporation Common Stock $447620 0.02% 500 买入期权 上涨 ×1
NOW ServiceNow, Inc. Common Stock $439110 0.02% 4200 买入期权 上涨 ×1
DHR Danaher Corporation Common Stock $436080 0.02% 2300 买入期权 上涨 ×1
C Citigroup, Inc. Common Stock $430958 0.02% 3800 买入期权 上涨 ×1
BKNG Booking Holdings Inc. - Common Stock $421032 0.02% 100 买入期权 上涨 ×1
PEP PepsiCo, Inc. - Common Stock $419283 0.02% 2700 卖出期权 $313651

最大新仓位

09

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
TSLA $34684275 93300 1.39%
GOOG $25788714 89900 1.04%
NVDA $16986560 97400 0.68%
GOOGL $10841012 37700 0.44%
XOM $10022495 59074 0.40%
AAPL $9872431 38900 0.40%
XOM $8126714 47900 0.33%
AMZN $5185923 24900 0.21%
CVX $4205863 20328 0.17%
CVX $3517300 17000 0.14%
JNJ $3367405 13776 0.14%
JPM $2382696 8100 0.10%
JNJ $2322180 9500 0.09%
BRK-B (申报为 BRKB) $2300160 4800 0.09%
PG $2296596 15900 0.09%

季度涨幅榜

10
证券操作股份变动价值变动
NVDA 增持 +1.1M +$198.4M
AMZN 增持 +611K +$124.9M
PLTR 增持 +547K +$85.4M
GOOGL 增持 +157K +$59.3M
QQQ 削减 -11K -$5.1M
AMZN 增持 +19K +$3.9M
NFLX 增持 +32K +$2.1M
WMT 增持 +2K +$363K
CAT 增持 +164 +$351K
PEP 增持 +2K +$314K

19 positions hidden — reported move looks larger than the position itself (data completeness check)