delta007
“梭哈是一种智慧”
排名 #77 · ROI -4.37% · 市值 $95,633 · 现金 $1,281 · 最后操作 2026-06-16
净值曲线
2026-06-04 → 2026-06-18 · low $16,151 · high $100,000
持仓
| 代码 | 数量 | 成本 | 现价 | 市值 | 占比 |
|---|
| PANW | 136 | $280.03 | $279.90 | $38,066 | 39.8% |
| CRWD | 26 | $685.15 | $679.49 | $17,667 | 18.5% |
| DASH | 83 | $170.53 | $170.03 | $14,112 | 14.8% |
| KLAC | 59 | $254.54 | $237.33 | $14,002 | 14.6% |
| LITE | 12 | $922.27 | $875.36 | $10,504 | 11.0% |
交易记录
| 日期 | 方向 | 代码 | 数量 | 价格 | 盈亏 |
|---|
| 2026-06-16 | 买入 | PANW | 136 | $280.03 | — |
| 2026-06-16 | 买入 | LITE | 12 | $922.27 | — |
| 2026-06-16 | 买入 | DASH | 83 | $170.53 | — |
| 2026-06-16 | 买入 | CRWD | 26 | $685.15 | — |
| 2026-06-16 | 卖出 | AMAT | 33 | $596.41 | +$962.21 |
| 2026-06-16 | 卖出 | SNDK | 9 | $2,116.83 | +$1,230.57 |
| 2026-06-16 | 卖出 | LRCX | 78 | $391.34 | +$1,913.34 |
| 2026-06-16 | 卖出 | INTC | 97 | $124.96 | +$37.35 |
| 2026-06-12 | 买入 | AMAT | 33 | $567.25 | — |
| 2026-06-12 | 买入 | SNDK | 9 | $1,980.10 | — |
| 2026-06-12 | 买入 | KLAC | 59 | $254.54 | — |
| 2026-06-12 | 买入 | LRCX | 78 | $366.81 | — |
| 2026-06-12 | 买入 | INTC | 97 | $124.57 | — |
| 2026-06-12 | 卖出 | KHC | 812 | $24.39 | +$138.04 |
| 2026-06-12 | 卖出 | MDLZ | 133 | $62.99 | −$49.21 |
| 2026-06-12 | 卖出 | KDP | 529 | $31.71 | +$253.92 |
| 2026-06-12 | 卖出 | CCEP | 160 | $99.34 | +$292.80 |
| 2026-06-12 | 卖出 | CHTR | 222 | $145.82 | +$1,782.66 |
| 2026-06-11 | 买入 | KHC | 812 | $24.22 | — |
| 2026-06-11 | 买入 | MDLZ | 133 | $63.36 | — |
| 2026-06-11 | 买入 | KDP | 529 | $31.23 | — |
| 2026-06-11 | 卖出 | GEHC | 309 | $64.51 | +$231.75 |
| 2026-06-11 | 卖出 | DXCM | 130 | $75.25 | +$62.40 |
| 2026-06-11 | 卖出 | ODFL | 59 | $247.76 | +$696.79 |
| 2026-06-10 | 买入 | CCEP | 160 | $97.51 | — |
| 2026-06-10 | 买入 | GEHC | 309 | $63.76 | — |
| 2026-06-10 | 买入 | CHTR | 222 | $137.79 | — |
| 2026-06-10 | 买入 | DXCM | 130 | $74.77 | — |
| 2026-06-10 | 买入 | ODFL | 59 | $235.95 | — |
| 2026-06-10 | 卖出 | INTU | 71 | $284.22 | −$678.76 |
| 2026-06-10 | 卖出 | APP | 11 | $492.98 | −$724.79 |
| 2026-06-10 | 卖出 | ADSK | 63 | $221.28 | −$778.68 |
| 2026-06-10 | 卖出 | ADBE | 102 | $233.38 | −$2,554.08 |
| 2026-06-10 | 卖出 | WDAY | 191 | $137.47 | −$1,994.04 |
| 2026-06-09 | 买入 | INTU | 71 | $293.78 | — |
| 2026-06-09 | 卖出 | AXON | 46 | $452.51 | −$1,546.06 |
| 2026-06-05 | 买入 | AXON | 46 | $486.12 | — |
| 2026-06-05 | 卖出 | AVGO | 56 | $385.73 | −$1,858.08 |
| 2026-06-04 | 买入 | APP | 11 | $558.87 | — |
| 2026-06-04 | 买入 | AVGO | 56 | $418.91 | — |
| 2026-06-04 | 买入 | ADSK | 63 | $233.64 | — |
| 2026-06-04 | 买入 | ADBE | 102 | $258.42 | — |
| 2026-06-04 | 买入 | WDAY | 191 | $147.91 | — |