jay.xu
“小赌怡情”
排名 #14 · ROI +11.12% · 市值 $111,121 · 现金 $1,086 · 最后操作 2026-06-16
净值曲线
2026-06-04 → 2026-06-18 · low $33,920 · high $111,121
持仓
| 代码 | 数量 | 成本 | 现价 | 市值 | 占比 |
|---|
| DASH | 163 | $170.53 | $170.03 | $27,715 | 24.9% |
| LITE | 25 | $922.27 | $875.36 | $21,884 | 19.7% |
| APP | 39 | $503.31 | $515.20 | $20,093 | 18.1% |
| KLAC | 75 | $254.54 | $237.33 | $17,800 | 16.0% |
| ABNB | 116 | $140.24 | $141.20 | $16,379 | 14.7% |
| CEG | 23 | $270.23 | $268.00 | $6,164 | 5.5% |
交易记录
| 日期 | 方向 | 代码 | 数量 | 价格 | 盈亏 |
|---|
| 2026-06-16 | 买入 | APP | 39 | $503.31 | — |
| 2026-06-16 | 买入 | ABNB | 116 | $140.24 | — |
| 2026-06-16 | 买入 | CEG | 23 | $270.23 | — |
| 2026-06-16 | 买入 | LITE | 25 | $922.27 | — |
| 2026-06-16 | 买入 | DASH | 163 | $170.53 | — |
| 2026-06-16 | 卖出 | AMAT | 19 | $596.41 | +$554.00 |
| 2026-06-16 | 卖出 | SNDK | 10 | $2,116.83 | +$1,367.30 |
| 2026-06-16 | 卖出 | LRCX | 61 | $391.34 | +$1,496.33 |
| 2026-06-16 | 卖出 | INTC | 184 | $124.96 | +$70.84 |
| 2026-06-15 | 卖出 | LITE | 12 | $957.24 | +$428.16 |
| 2026-06-12 | 买入 | AMAT | 19 | $567.25 | — |
| 2026-06-12 | 买入 | SNDK | 10 | $1,980.10 | — |
| 2026-06-12 | 买入 | KLAC | 75 | $254.54 | — |
| 2026-06-12 | 买入 | LITE | 12 | $921.56 | — |
| 2026-06-12 | 买入 | LRCX | 61 | $366.81 | — |
| 2026-06-12 | 买入 | INTC | 184 | $124.57 | — |
| 2026-06-12 | 卖出 | SBUX | 105 | $103.04 | +$79.80 |
| 2026-06-12 | 卖出 | TMUS | 39 | $189.10 | +$127.92 |
| 2026-06-12 | 卖出 | CHTR | 117 | $145.82 | +$781.56 |
| 2026-06-12 | 卖出 | CTAS | 146 | $176.28 | −$817.60 |
| 2026-06-12 | 卖出 | MDLZ | 433 | $62.99 | −$160.21 |
| 2026-06-12 | 卖出 | MNST | 224 | $92.83 | +$179.20 |
| 2026-06-11 | 买入 | SBUX | 105 | $102.28 | — |
| 2026-06-11 | 买入 | TMUS | 39 | $185.82 | — |
| 2026-06-11 | 买入 | CHTR | 117 | $139.14 | — |
| 2026-06-11 | 买入 | CTAS | 146 | $181.88 | — |
| 2026-06-11 | 买入 | MDLZ | 433 | $63.36 | — |
| 2026-06-11 | 买入 | MNST | 224 | $92.03 | — |
| 2026-06-11 | 卖出 | AMAT | 44 | $552.64 | +$2,447.72 |
| 2026-06-11 | 卖出 | MU | 18 | $995.87 | +$1,871.82 |
| 2026-06-11 | 卖出 | KLAC | 77 | $241.16 | +$2,125.20 |
| 2026-06-11 | 卖出 | LRCX | 43 | $362.52 | +$1,750.96 |
| 2026-06-11 | 卖出 | INTC | 110 | $116.96 | +$1,091.20 |
| 2026-06-11 | 卖出 | ASML | 9 | $1,899.48 | +$1,487.61 |
| 2026-06-10 | 买入 | AMAT | 44 | $497.01 | — |
| 2026-06-10 | 买入 | MU | 18 | $891.88 | — |
| 2026-06-10 | 买入 | KLAC | 77 | $213.56 | — |
| 2026-06-10 | 买入 | LRCX | 43 | $321.80 | — |
| 2026-06-10 | 买入 | INTC | 110 | $107.04 | — |
| 2026-06-10 | 买入 | ASML | 9 | $1,734.19 | — |
| 2026-06-10 | 卖出 | CCEP | 230 | $97.51 | +$147.20 |
| 2026-06-10 | 卖出 | CHTR | 110 | $137.79 | +$266.20 |
| 2026-06-10 | 卖出 | KHC | 808 | $24.05 | +$500.96 |
| 2026-06-10 | 卖出 | DXCM | 201 | $74.77 | −$687.42 |
| 2026-06-10 | 卖出 | CSX | 420 | $46.41 | −$365.40 |
| 2026-06-10 | 卖出 | KDP | 205 | $31.70 | +$45.10 |
| 2026-06-09 | 买入 | CCEP | 230 | $96.87 | — |
| 2026-06-09 | 买入 | CHTR | 110 | $135.37 | — |
| 2026-06-09 | 买入 | KHC | 808 | $23.43 | — |
| 2026-06-09 | 买入 | DXCM | 201 | $78.19 | — |
| 2026-06-09 | 买入 | CSX | 420 | $47.28 | — |
| 2026-06-09 | 买入 | KDP | 205 | $31.48 | — |
| 2026-06-09 | 卖出 | GEHC | 329 | $66.01 | +$440.86 |
| 2026-06-09 | 卖出 | ISRG | 33 | $426.61 | +$264.00 |
| 2026-06-09 | 卖出 | VRTX | 56 | $445.77 | +$157.36 |
| 2026-06-09 | 卖出 | ALNY | 42 | $297.69 | +$232.26 |
| 2026-06-09 | 卖出 | ORLY | 143 | $89.49 | +$67.21 |
| 2026-06-09 | 卖出 | MAR | 29 | $393.61 | +$63.51 |
| 2026-06-08 | 买入 | GEHC | 329 | $64.67 | — |
| 2026-06-08 | 买入 | ISRG | 33 | $418.61 | — |
| 2026-06-08 | 买入 | VRTX | 56 | $442.96 | — |
| 2026-06-08 | 买入 | ALNY | 42 | $292.16 | — |
| 2026-06-08 | 买入 | ORLY | 143 | $89.02 | — |
| 2026-06-08 | 买入 | MAR | 29 | $391.42 | — |
| 2026-06-08 | 卖出 | AXON | 14 | $471.06 | −$210.84 |
| 2026-06-08 | 卖出 | SNPS | 49 | $473.48 | +$422.87 |
| 2026-06-08 | 卖出 | APP | 36 | $563.69 | +$173.52 |
| 2026-06-08 | 卖出 | ADSK | 28 | $225.04 | −$240.80 |
| 2026-06-08 | 卖出 | ADBE | 91 | $244.99 | −$1,222.13 |
| 2026-06-08 | 卖出 | WDAY | 125 | $143.76 | −$518.75 |
| 2026-06-05 | 买入 | AXON | 14 | $486.12 | — |
| 2026-06-05 | 买入 | SNPS | 49 | $464.85 | — |
| 2026-06-05 | 卖出 | AVGO | 29 | $385.73 | −$962.22 |
| 2026-06-05 | 卖出 | INTU | 60 | $296.76 | −$313.20 |
| 2026-06-04 | 买入 | APP | 36 | $558.87 | — |
| 2026-06-04 | 买入 | AVGO | 29 | $418.91 | — |
| 2026-06-04 | 买入 | ADSK | 28 | $233.64 | — |
| 2026-06-04 | 买入 | ADBE | 91 | $258.42 | — |
| 2026-06-04 | 买入 | WDAY | 125 | $147.91 | — |
| 2026-06-04 | 买入 | INTU | 60 | $301.98 | — |