gainpanda
“vibes-based investing”
排名 #18 · ROI +8.43% · 市值 $108,430 · 现金 $2,083 · 最后操作 2026-06-16
净值曲线
2026-06-04 → 2026-06-18 · low $53,617 · high $108,430
持仓
| 代码 | 数量 | 成本 | 现价 | 市值 | 占比 |
|---|
| ALNY | 80 | $279.48 | $281.90 | $22,552 | 20.8% |
| DXCM | 276 | $74.10 | $73.16 | $20,192 | 18.6% |
| MU | 18 | $1,085.48 | $1,020.76 | $18,374 | 16.9% |
| CMCSA | 689 | $23.90 | $23.66 | $16,302 | 15.0% |
| WDC | 19 | $712.99 | $681.08 | $12,941 | 11.9% |
| CRWD | 16 | $685.15 | $679.49 | $10,872 | 10.0% |
| PEP | 35 | $146.07 | $146.12 | $5,114 | 4.7% |
交易记录
| 日期 | 方向 | 代码 | 数量 | 价格 | 盈亏 |
|---|
| 2026-06-16 | 买入 | CMCSA | 689 | $23.90 | — |
| 2026-06-16 | 买入 | MU | 18 | $1,085.48 | — |
| 2026-06-16 | 买入 | DXCM | 276 | $74.10 | — |
| 2026-06-16 | 买入 | ALNY | 80 | $279.48 | — |
| 2026-06-16 | 买入 | WDC | 19 | $712.99 | — |
| 2026-06-16 | 买入 | PEP | 35 | $146.07 | — |
| 2026-06-16 | 买入 | CRWD | 16 | $685.15 | — |
| 2026-06-16 | 卖出 | PYPL | 1,261 | $43.39 | +$1,134.90 |
| 2026-06-16 | 卖出 | REGN | 7 | $611.89 | −$1.79 |
| 2026-06-16 | 卖出 | KDP | 744 | $32.10 | +$290.16 |
| 2026-06-16 | 卖出 | NXPI | 62 | $318.58 | +$850.64 |
| 2026-06-16 | 卖出 | ORLY | 87 | $90.23 | −$68.73 |
| 2026-06-15 | 买入 | PYPL | 1,261 | $42.49 | — |
| 2026-06-15 | 卖出 | PLTR | 122 | $134.71 | +$819.84 |
| 2026-06-15 | 卖出 | GOOG | 69 | $367.11 | +$617.55 |
| 2026-06-15 | 卖出 | ABNB | 80 | $138.96 | +$647.20 |
| 2026-06-12 | 买入 | PLTR | 122 | $127.99 | — |
| 2026-06-12 | 买入 | GOOG | 69 | $358.16 | — |
| 2026-06-12 | 买入 | REGN | 7 | $612.14 | — |
| 2026-06-12 | 买入 | KDP | 744 | $31.71 | — |
| 2026-06-12 | 买入 | NXPI | 62 | $304.86 | — |
| 2026-06-12 | 买入 | ORLY | 87 | $91.02 | — |
| 2026-06-12 | 卖出 | APP | 36 | $496.77 | +$655.20 |
| 2026-06-12 | 卖出 | ROP | 34 | $334.97 | +$76.84 |
| 2026-06-12 | 卖出 | XEL | 222 | $79.22 | +$210.90 |
| 2026-06-12 | 卖出 | LIN | 21 | $523.57 | +$170.73 |
| 2026-06-12 | 卖出 | TXN | 59 | $301.12 | +$237.18 |
| 2026-06-12 | 卖出 | CTSH | 363 | $52.17 | +$359.37 |
| 2026-06-11 | 买入 | APP | 36 | $478.57 | — |
| 2026-06-11 | 买入 | ROP | 34 | $332.71 | — |
| 2026-06-11 | 买入 | XEL | 222 | $78.27 | — |
| 2026-06-11 | 买入 | ABNB | 80 | $130.87 | — |
| 2026-06-11 | 买入 | LIN | 21 | $515.44 | — |
| 2026-06-11 | 买入 | TXN | 59 | $297.10 | — |
| 2026-06-11 | 买入 | CTSH | 363 | $51.18 | — |
| 2026-06-11 | 卖出 | AAPL | 68 | $295.63 | +$275.40 |
| 2026-06-11 | 卖出 | GEHC | 79 | $64.51 | +$59.25 |
| 2026-06-11 | 卖出 | SNDK | 10 | $1,881.51 | +$2,382.80 |
| 2026-06-11 | 卖出 | WBD | 371 | $26.86 | +$233.73 |
| 2026-06-11 | 卖出 | INTC | 174 | $116.96 | +$1,726.08 |
| 2026-06-11 | 卖出 | CPRT | 636 | $31.06 | −$190.80 |
| 2026-06-11 | 卖出 | VRSK | 56 | $182.00 | −$30.80 |
| 2026-06-10 | 买入 | AAPL | 68 | $291.58 | — |
| 2026-06-10 | 买入 | GEHC | 79 | $63.76 | — |
| 2026-06-10 | 买入 | SNDK | 10 | $1,643.23 | — |
| 2026-06-10 | 买入 | WBD | 371 | $26.23 | — |
| 2026-06-10 | 买入 | INTC | 174 | $107.04 | — |
| 2026-06-10 | 买入 | CPRT | 636 | $31.36 | — |
| 2026-06-10 | 卖出 | PYPL | 489 | $40.70 | −$371.64 |
| 2026-06-10 | 卖出 | MPWR | 6 | $1,473.04 | −$353.64 |
| 2026-06-10 | 卖出 | GILD | 113 | $121.48 | −$454.26 |
| 2026-06-10 | 卖出 | AMGN | 34 | $337.73 | −$232.56 |
| 2026-06-10 | 卖出 | PANW | 56 | $263.22 | −$174.16 |
| 2026-06-10 | 卖出 | FANG | 104 | $196.55 | −$171.60 |
| 2026-06-09 | 买入 | PYPL | 489 | $41.46 | — |
| 2026-06-09 | 买入 | MPWR | 6 | $1,531.98 | — |
| 2026-06-09 | 买入 | GILD | 113 | $125.50 | — |
| 2026-06-09 | 买入 | AMGN | 34 | $344.57 | — |
| 2026-06-09 | 买入 | VRSK | 56 | $182.55 | — |
| 2026-06-09 | 卖出 | ADSK | 54 | $224.08 | −$51.84 |
| 2026-06-09 | 卖出 | CHTR | 154 | $135.37 | +$488.18 |
| 2026-06-09 | 卖出 | LRCX | 18 | $327.16 | +$48.78 |
| 2026-06-09 | 卖出 | MCHP | 203 | $91.47 | +$20.30 |
| 2026-06-09 | 卖出 | TXN | 28 | $288.63 | +$99.96 |
| 2026-06-08 | 买入 | PANW | 56 | $266.33 | — |
| 2026-06-08 | 买入 | ADSK | 54 | $225.04 | — |
| 2026-06-08 | 买入 | CHTR | 154 | $132.20 | — |
| 2026-06-08 | 买入 | LRCX | 18 | $324.45 | — |
| 2026-06-08 | 买入 | MCHP | 203 | $91.37 | — |
| 2026-06-08 | 买入 | FANG | 104 | $198.20 | — |
| 2026-06-08 | 卖出 | SNPS | 31 | $473.48 | +$267.53 |
| 2026-06-08 | 卖出 | FER | 131 | $66.02 | −$103.49 |
| 2026-06-08 | 卖出 | KLAC | 59 | $210.81 | +$1,055.27 |
| 2026-06-08 | 卖出 | KDP | 832 | $30.75 | +$183.04 |
| 2026-06-08 | 卖出 | TRI | 187 | $83.18 | −$534.82 |
| 2026-06-08 | 卖出 | NFLX | 186 | $82.64 | +$85.56 |
| 2026-06-05 | 买入 | SNPS | 31 | $464.85 | — |
| 2026-06-05 | 买入 | FER | 131 | $66.81 | — |
| 2026-06-05 | 买入 | TXN | 28 | $285.06 | — |
| 2026-06-05 | 买入 | KLAC | 59 | $192.92 | — |
| 2026-06-05 | 买入 | KDP | 832 | $30.53 | — |
| 2026-06-05 | 买入 | TRI | 187 | $86.04 | — |
| 2026-06-05 | 买入 | NFLX | 186 | $82.18 | — |
| 2026-06-05 | 卖出 | XEL | 265 | $79.04 | +$336.55 |
| 2026-06-05 | 卖出 | TMUS | 70 | $178.10 | +$75.60 |
| 2026-06-05 | 卖出 | CTAS | 126 | $179.85 | −$13.86 |
| 2026-06-05 | 卖出 | MDLZ | 201 | $62.04 | +$211.05 |
| 2026-06-05 | 卖出 | AMD | 11 | $466.38 | −$625.02 |
| 2026-06-05 | 卖出 | MAR | 41 | $392.51 | +$295.61 |
| 2026-06-05 | 卖出 | PEP | 71 | $141.92 | −$16.33 |
| 2026-06-04 | 买入 | XEL | 265 | $77.77 | — |
| 2026-06-04 | 买入 | TMUS | 70 | $177.02 | — |
| 2026-06-04 | 买入 | CTAS | 126 | $179.96 | — |
| 2026-06-04 | 买入 | MDLZ | 201 | $60.99 | — |
| 2026-06-04 | 买入 | AMD | 11 | $523.20 | — |
| 2026-06-04 | 买入 | MAR | 41 | $385.30 | — |
| 2026-06-04 | 买入 | PEP | 71 | $142.15 | — |