jason.he
排名 #21 · ROI +5.14% · 市值 $105,136 · 现金 $471 · 最后操作 2026-06-16
净值曲线
2026-06-04 → 2026-06-18 · low $27,402 · high $105,136
持仓
| 代码 | 数量 | 成本 | 现价 | 市值 | 占比 |
|---|
| FANG | 99 | $187.43 | $188.12 | $18,624 | 17.7% |
| META | 30 | $605.28 | $600.21 | $18,006 | 17.1% |
| GOOG | 47 | $368.36 | $371.10 | $17,442 | 16.6% |
| WDAY | 133 | $130.80 | $126.77 | $16,860 | 16.0% |
| MAR | 29 | $395.61 | $399.10 | $11,574 | 11.0% |
| APP | 18 | $496.77 | $515.20 | $9,274 | 8.8% |
| SHOP | 68 | $113.63 | $113.23 | $7,700 | 7.3% |
| GEHC | 82 | $64.08 | $63.23 | $5,185 | 4.9% |
交易记录
| 日期 | 方向 | 代码 | 数量 | 价格 | 盈亏 |
|---|
| 2026-06-16 | 买入 | META | 30 | $605.28 | — |
| 2026-06-16 | 买入 | GEHC | 82 | $64.08 | — |
| 2026-06-16 | 买入 | SHOP | 68 | $113.63 | — |
| 2026-06-16 | 买入 | GOOG | 47 | $368.36 | — |
| 2026-06-16 | 买入 | FANG | 99 | $187.43 | — |
| 2026-06-16 | 买入 | MAR | 29 | $395.61 | — |
| 2026-06-16 | 卖出 | PLTR | 5 | $131.41 | −$16.51 |
| 2026-06-16 | 卖出 | ADSK | 91 | $200.52 | +$190.19 |
| 2026-06-16 | 卖出 | ADBE | 103 | $207.55 | +$363.59 |
| 2026-06-16 | 卖出 | MSFT | 42 | $393.91 | +$133.14 |
| 2026-06-16 | 卖出 | TRI | 73 | $80.42 | −$72.64 |
| 2026-06-16 | 卖出 | INTU | 16 | $276.76 | +$0.40 |
| 2026-06-16 | 卖出 | AXON | 27 | $433.78 | −$335.34 |
| 2026-06-15 | 买入 | PLTR | 5 | $134.71 | — |
| 2026-06-12 | 买入 | ADSK | 91 | $198.43 | — |
| 2026-06-12 | 买入 | ADBE | 103 | $204.02 | — |
| 2026-06-12 | 买入 | MSFT | 42 | $390.74 | — |
| 2026-06-12 | 买入 | WDAY | 133 | $130.80 | — |
| 2026-06-12 | 买入 | TRI | 73 | $81.41 | — |
| 2026-06-12 | 买入 | INTU | 16 | $276.73 | — |
| 2026-06-12 | 买入 | APP | 18 | $496.77 | — |
| 2026-06-12 | 卖出 | STX | 11 | $931.04 | +$692.45 |
| 2026-06-12 | 卖出 | MRVL | 41 | $279.70 | −$41.41 |
| 2026-06-12 | 卖出 | INSM | 44 | $97.85 | +$49.72 |
| 2026-06-12 | 卖出 | QCOM | 69 | $211.72 | +$1,415.88 |
| 2026-06-12 | 卖出 | AMD | 41 | $511.57 | +$2,425.97 |
| 2026-06-12 | 卖出 | ARM | 40 | $380.81 | +$2,238.00 |
| 2026-06-12 | 卖出 | WDC | 27 | $562.93 | −$339.39 |
| 2026-06-11 | 买入 | AXON | 27 | $446.20 | — |
| 2026-06-11 | 买入 | STX | 11 | $868.09 | — |
| 2026-06-11 | 买入 | MRVL | 41 | $280.71 | — |
| 2026-06-11 | 买入 | INSM | 44 | $96.72 | — |
| 2026-06-11 | 卖出 | AVGO | 8 | $385.57 | +$107.76 |
| 2026-06-11 | 卖出 | LITE | 9 | $889.59 | +$326.97 |
| 2026-06-11 | 卖出 | CRWD | 25 | $691.53 | +$1,094.75 |
| 2026-06-11 | 卖出 | MU | 9 | $995.87 | +$419.31 |
| 2026-06-10 | 买入 | AVGO | 8 | $372.10 | — |
| 2026-06-10 | 买入 | QCOM | 69 | $191.20 | — |
| 2026-06-10 | 买入 | AMD | 41 | $452.40 | — |
| 2026-06-10 | 买入 | LITE | 9 | $853.26 | — |
| 2026-06-10 | 买入 | CRWD | 25 | $647.74 | — |
| 2026-06-10 | 卖出 | AMAT | 28 | $497.01 | −$131.32 |
| 2026-06-10 | 卖出 | STX | 14 | $815.99 | −$1,540.00 |
| 2026-06-10 | 卖出 | SNDK | 9 | $1,643.23 | −$1,048.05 |
| 2026-06-10 | 卖出 | KLAC | 49 | $213.56 | +$22.25 |
| 2026-06-10 | 卖出 | LRCX | 27 | $321.80 | −$394.47 |
| 2026-06-09 | 买入 | ARM | 40 | $324.86 | — |
| 2026-06-09 | 卖出 | INTC | 115 | $107.92 | −$443.90 |
| 2026-06-08 | 买入 | MU | 9 | $949.28 | — |
| 2026-06-08 | 卖出 | CHTR | 55 | $132.20 | +$173.25 |
| 2026-06-04 | 买入 | AMAT | 28 | $501.70 | — |
| 2026-06-04 | 买入 | STX | 14 | $925.99 | — |
| 2026-06-04 | 买入 | SNDK | 9 | $1,759.68 | — |
| 2026-06-04 | 买入 | CHTR | 55 | $129.05 | — |
| 2026-06-04 | 买入 | KLAC | 49 | $213.11 | — |
| 2026-06-04 | 买入 | LRCX | 27 | $336.41 | — |
| 2026-06-04 | 买入 | INTC | 115 | $111.78 | — |
| 2026-06-04 | 买入 | WDC | 27 | $575.50 | — |