bo_zhao
“trust the process”
排名 #69 · ROI -2.88% · 市值 $97,116 · 现金 $2,038 · 最后操作 2026-06-16
净值曲线
2026-06-04 → 2026-06-18 · low $39,407 · high $100,000
持仓
| 代码 | 数量 | 成本 | 现价 | 市值 | 占比 |
|---|
| MDLZ | 397 | $61.66 | $62.15 | $24,674 | 25.4% |
| ROST | 94 | $235.71 | $234.49 | $22,042 | 22.7% |
| DDOG | 49 | $231.06 | $231.11 | $11,324 | 11.7% |
| TXN | 33 | $317.78 | $305.71 | $10,088 | 10.4% |
| FANG | 50 | $187.43 | $188.12 | $9,406 | 9.7% |
| ASML | 5 | $1,859.31 | $1,803.89 | $9,019 | 9.3% |
| AMAT | 15 | $596.41 | $568.23 | $8,523 | 8.8% |
交易记录
| 日期 | 方向 | 代码 | 数量 | 价格 | 盈亏 |
|---|
| 2026-06-16 | 买入 | AMAT | 15 | $596.41 | — |
| 2026-06-16 | 买入 | ROST | 94 | $235.71 | — |
| 2026-06-16 | 买入 | MDLZ | 397 | $61.66 | — |
| 2026-06-16 | 买入 | TXN | 33 | $317.78 | — |
| 2026-06-16 | 买入 | FANG | 50 | $187.43 | — |
| 2026-06-16 | 买入 | ASML | 5 | $1,859.31 | — |
| 2026-06-16 | 买入 | DDOG | 49 | $231.06 | — |
| 2026-06-16 | 卖出 | WDAY | 304 | $126.10 | −$1,064.00 |
| 2026-06-16 | 卖出 | ARM | 31 | $414.14 | +$1,033.23 |
| 2026-06-16 | 卖出 | AEP | 94 | $130.31 | +$101.52 |
| 2026-06-16 | 卖出 | INTC | 206 | $124.96 | +$79.31 |
| 2026-06-16 | 卖出 | TRI | 111 | $80.42 | −$110.45 |
| 2026-06-15 | 买入 | WDAY | 304 | $129.60 | — |
| 2026-06-15 | 卖出 | APP | 31 | $520.86 | +$746.79 |
| 2026-06-15 | 卖出 | FER | 167 | $68.51 | +$95.19 |
| 2026-06-15 | 卖出 | DDOG | 48 | $233.09 | −$55.20 |
| 2026-06-12 | 买入 | APP | 31 | $496.77 | — |
| 2026-06-12 | 买入 | ARM | 31 | $380.81 | — |
| 2026-06-12 | 买入 | AEP | 94 | $129.23 | — |
| 2026-06-12 | 买入 | FER | 167 | $67.94 | — |
| 2026-06-12 | 买入 | INTC | 206 | $124.57 | — |
| 2026-06-12 | 买入 | TRI | 111 | $81.41 | — |
| 2026-06-12 | 卖出 | ADSK | 35 | $198.43 | −$249.90 |
| 2026-06-12 | 卖出 | GEHC | 331 | $65.18 | +$221.77 |
| 2026-06-12 | 卖出 | TTWO | 38 | $211.75 | −$12.54 |
| 2026-06-12 | 卖出 | MCHP | 167 | $95.24 | +$384.10 |
| 2026-06-12 | 卖出 | ORLY | 182 | $91.02 | +$167.44 |
| 2026-06-12 | 卖出 | PEP | 116 | $144.27 | +$62.64 |
| 2026-06-11 | 买入 | ADSK | 35 | $205.57 | — |
| 2026-06-11 | 买入 | GEHC | 331 | $64.51 | — |
| 2026-06-11 | 买入 | TTWO | 38 | $212.08 | — |
| 2026-06-11 | 买入 | MCHP | 167 | $92.94 | — |
| 2026-06-11 | 买入 | ORLY | 182 | $90.10 | — |
| 2026-06-11 | 买入 | DDOG | 48 | $234.24 | — |
| 2026-06-11 | 买入 | PEP | 116 | $143.73 | — |
| 2026-06-11 | 卖出 | SHOP | 130 | $110.47 | +$295.10 |
| 2026-06-11 | 卖出 | FAST | 420 | $46.39 | +$151.20 |
| 2026-06-11 | 卖出 | MU | 13 | $995.87 | +$1,351.87 |
| 2026-06-11 | 卖出 | ADBE | 28 | $218.80 | −$408.24 |
| 2026-06-11 | 卖出 | DXCM | 304 | $75.25 | +$145.92 |
| 2026-06-11 | 卖出 | ODFL | 20 | $247.76 | +$236.20 |
| 2026-06-11 | 卖出 | CRWD | 21 | $691.53 | +$919.59 |
| 2026-06-10 | 买入 | SHOP | 130 | $108.20 | — |
| 2026-06-10 | 买入 | FAST | 420 | $46.03 | — |
| 2026-06-10 | 买入 | MU | 13 | $891.88 | — |
| 2026-06-10 | 买入 | ADBE | 28 | $233.38 | — |
| 2026-06-10 | 买入 | DXCM | 304 | $74.77 | — |
| 2026-06-10 | 买入 | ODFL | 20 | $235.95 | — |
| 2026-06-10 | 买入 | CRWD | 21 | $647.74 | — |
| 2026-06-10 | 卖出 | TMUS | 60 | $185.55 | +$365.40 |
| 2026-06-10 | 卖出 | PCAR | 150 | $113.99 | −$855.00 |
| 2026-06-10 | 卖出 | QCOM | 85 | $191.20 | −$1,208.70 |
| 2026-06-10 | 卖出 | IDXX | 9 | $556.94 | −$197.55 |
| 2026-06-10 | 卖出 | AMD | 41 | $452.40 | −$947.51 |
| 2026-06-10 | 卖出 | NFLX | 200 | $82.00 | +$118.00 |
| 2026-06-10 | 卖出 | WBD | 327 | $26.23 | −$78.48 |
| 2026-06-09 | 买入 | TMUS | 60 | $179.46 | — |
| 2026-06-09 | 买入 | PCAR | 150 | $119.69 | — |
| 2026-06-09 | 买入 | QCOM | 85 | $205.42 | — |
| 2026-06-09 | 买入 | IDXX | 9 | $578.89 | — |
| 2026-06-09 | 买入 | AMD | 41 | $475.51 | — |
| 2026-06-09 | 买入 | NFLX | 200 | $81.41 | — |
| 2026-06-09 | 卖出 | ROST | 69 | $229.45 | +$140.07 |
| 2026-06-09 | 卖出 | BKNG | 55 | $163.99 | +$92.95 |
| 2026-06-09 | 卖出 | FTNT | 141 | $138.39 | −$655.65 |
| 2026-06-09 | 卖出 | CSCO | 162 | $120.36 | −$613.98 |
| 2026-06-09 | 卖出 | ASML | 5 | $1,777.77 | +$143.65 |
| 2026-06-09 | 卖出 | CTAS | 83 | $179.87 | +$1.66 |
| 2026-06-08 | 买入 | ROST | 69 | $227.42 | — |
| 2026-06-08 | 买入 | BKNG | 55 | $162.30 | — |
| 2026-06-08 | 买入 | WBD | 327 | $26.47 | — |
| 2026-06-08 | 买入 | FTNT | 141 | $143.04 | — |
| 2026-06-08 | 买入 | CSCO | 162 | $124.15 | — |
| 2026-06-08 | 买入 | ASML | 5 | $1,749.04 | — |
| 2026-06-08 | 卖出 | ADP | 73 | $229.08 | −$209.51 |
| 2026-06-08 | 卖出 | REGN | 12 | $611.34 | −$289.32 |
| 2026-06-08 | 卖出 | CPRT | 355 | $30.86 | −$35.50 |
| 2026-06-08 | 卖出 | VRSK | 57 | $178.97 | −$157.32 |
| 2026-06-08 | 卖出 | CMCSA | 1,025 | $23.76 | +$440.75 |
| 2026-06-08 | 卖出 | PYPL | 298 | $41.26 | −$444.02 |
| 2026-06-05 | 买入 | CTAS | 83 | $179.85 | — |
| 2026-06-05 | 买入 | ADP | 73 | $231.95 | — |
| 2026-06-05 | 买入 | REGN | 12 | $635.45 | — |
| 2026-06-05 | 买入 | CPRT | 355 | $30.96 | — |
| 2026-06-05 | 买入 | VRSK | 57 | $181.73 | — |
| 2026-06-05 | 卖出 | AMZN | 21 | $246.03 | −$162.96 |
| 2026-06-05 | 卖出 | SHOP | 168 | $109.54 | −$1,092.00 |
| 2026-06-05 | 卖出 | TTWO | 27 | $214.39 | −$61.02 |
| 2026-06-05 | 卖出 | LIN | 14 | $507.90 | +$6.30 |
| 2026-06-05 | 卖出 | ODFL | 100 | $242.57 | −$295.00 |
| 2026-06-04 | 买入 | CMCSA | 1,025 | $23.33 | — |
| 2026-06-04 | 买入 | AMZN | 21 | $253.79 | — |
| 2026-06-04 | 买入 | PYPL | 298 | $42.75 | — |
| 2026-06-04 | 买入 | SHOP | 168 | $116.04 | — |
| 2026-06-04 | 买入 | TTWO | 27 | $216.65 | — |
| 2026-06-04 | 买入 | LIN | 14 | $507.45 | — |
| 2026-06-04 | 买入 | ODFL | 100 | $245.52 | — |