jason
排名 #12 · ROI +11.72% · 市值 $111,720 · 现金 $529 · 最后操作 2026-06-16
净值曲线
2026-06-04 → 2026-06-18 · low $35,039 · high $111,720
持仓
| 代码 | 数量 | 成本 | 现价 | 市值 | 占比 |
|---|
| WDAY | 148 | $130.80 | $126.77 | $18,762 | 16.8% |
| ZS | 147 | $125.76 | $127.23 | $18,703 | 16.7% |
| PLTR | 133 | $131.41 | $133.25 | $17,722 | 15.9% |
| PDD | 200 | $81.31 | $81.59 | $16,318 | 14.6% |
| DDOG | 68 | $231.06 | $231.11 | $15,715 | 14.1% |
| APP | 29 | $496.77 | $515.20 | $14,941 | 13.4% |
| FANG | 48 | $187.43 | $188.12 | $9,030 | 8.1% |
交易记录
| 日期 | 方向 | 代码 | 数量 | 价格 | 盈亏 |
|---|
| 2026-06-16 | 买入 | PLTR | 133 | $131.41 | — |
| 2026-06-16 | 买入 | PDD | 200 | $81.31 | — |
| 2026-06-16 | 买入 | FANG | 48 | $187.43 | — |
| 2026-06-16 | 买入 | DDOG | 68 | $231.06 | — |
| 2026-06-16 | 买入 | ZS | 147 | $125.76 | — |
| 2026-06-16 | 卖出 | AVGO | 34 | $386.23 | +$141.61 |
| 2026-06-16 | 卖出 | QCOM | 104 | $229.18 | +$1,815.96 |
| 2026-06-16 | 卖出 | ADBE | 79 | $207.55 | +$278.87 |
| 2026-06-16 | 卖出 | INTU | 26 | $276.76 | +$0.65 |
| 2026-06-16 | 卖出 | ARM | 39 | $414.14 | +$3,481.92 |
| 2026-06-12 | 买入 | APP | 29 | $496.77 | — |
| 2026-06-12 | 买入 | AVGO | 34 | $382.07 | — |
| 2026-06-12 | 买入 | QCOM | 104 | $211.72 | — |
| 2026-06-12 | 买入 | ADBE | 79 | $204.02 | — |
| 2026-06-12 | 买入 | WDAY | 148 | $130.80 | — |
| 2026-06-12 | 买入 | INTU | 26 | $276.73 | — |
| 2026-06-12 | 卖出 | MU | 9 | $981.61 | −$128.34 |
| 2026-06-12 | 卖出 | MRVL | 63 | $279.70 | −$63.63 |
| 2026-06-12 | 卖出 | STX | 13 | $931.04 | +$65.65 |
| 2026-06-12 | 卖出 | SNDK | 10 | $1,980.10 | +$2,204.20 |
| 2026-06-12 | 卖出 | LRCX | 34 | $366.81 | +$1,033.60 |
| 2026-06-12 | 卖出 | WDC | 38 | $562.93 | −$477.66 |
| 2026-06-11 | 买入 | MU | 9 | $995.87 | — |
| 2026-06-11 | 买入 | MRVL | 63 | $280.71 | — |
| 2026-06-11 | 卖出 | AMAT | 20 | $552.64 | +$1,018.80 |
| 2026-06-11 | 卖出 | KLAC | 67 | $241.16 | +$1,879.62 |
| 2026-06-09 | 买入 | ARM | 39 | $324.86 | — |
| 2026-06-09 | 卖出 | INTC | 117 | $107.92 | −$274.95 |
| 2026-06-08 | 买入 | INTC | 117 | $110.27 | — |
| 2026-06-08 | 卖出 | CHTR | 80 | $132.20 | +$252.00 |
| 2026-06-04 | 买入 | AMAT | 20 | $501.70 | — |
| 2026-06-04 | 买入 | STX | 13 | $925.99 | — |
| 2026-06-04 | 买入 | SNDK | 10 | $1,759.68 | — |
| 2026-06-04 | 买入 | CHTR | 80 | $129.05 | — |
| 2026-06-04 | 买入 | KLAC | 67 | $213.11 | — |
| 2026-06-04 | 买入 | LRCX | 34 | $336.41 | — |
| 2026-06-04 | 买入 | WDC | 38 | $575.50 | — |