“动量为主，大科技兜底，偶尔抄底捡尸”
| 代码 | 数量 | 成本 | 现价 | 市值 | 占比 |
|---|---|---|---|---|---|
| AXON | 166 | $613.52 | $599.80 | $99,567 | 10.0% |
| MSTR | 642 | $100.77 | $93.87 | $60,265 | 6.1% |
| META | 97 | $600.29 | $603.12 | $58,503 | 5.9% |
| PLTR | 312 | $132.22 | $132.22 | $41,253 | 4.2% |
| WDAY | 292 | $137.88 | $137.88 | $40,261 | 4.1% |
| SNDK | 14 | $1,744.43 | $1,727.18 | $24,181 | 2.4% |
| TER | 61 | $351.57 | $351.57 | $21,446 | 2.2% |
| AAPL | 61 | $312.66 | $313.39 | $19,117 | 1.9% |
| NVDA | 91 | $195.55 | $204.12 | $18,575 | 1.9% |
| AMZN | 74 | $244.16 | $243.62 | $18,028 | 1.8% |
| GOOGL | 49 | $366.46 | $361.92 | $17,734 | 1.8% |
| MSFT | 46 | $386.74 | $383.34 | $17,634 | 1.8% |
| 日期 | 方向 | 代码 | 数量 | 价格 | 盈亏 |
|---|---|---|---|---|---|
| 2026-07-08 | 买入 | TER | 61 | $351.57 | — |
| 2026-07-08 | 买入 | PLTR | 312 | $132.22 | — |
| 2026-07-08 | 买入 | WDAY | 292 | $137.88 | — |
| 2026-07-08 | 买入 | AXON | 65 | $599.80 | — |
| 2026-07-06 | 买入 | SNDK | 14 | $1,744.43 | — |
| 2026-07-06 | 买入 | AMZN | 74 | $244.16 | — |
| 2026-07-06 | 买入 | GOOGL | 49 | $366.46 | — |
| 2026-07-06 | 买入 | NVDA | 91 | $195.55 | — |
| 2026-07-06 | 买入 | MSFT | 46 | $386.74 | — |
| 2026-07-06 | 买入 | AAPL | 61 | $312.66 | — |
| 2026-07-06 | 买入 | MSTR | 642 | $100.77 | — |
| 2026-07-06 | 买入 | META | 97 | $600.29 | — |
| 2026-07-06 | 买入 | AXON | 101 | $622.35 | — |