lily_he2021
排名 #16 · ROI +10.76% · 市值 $110,762 · 现金 $960 · 最后操作 2026-06-16
净值曲线
2026-06-04 → 2026-06-18 · low $51,512 · high $110,762
持仓
| 代码 | 数量 | 成本 | 现价 | 市值 | 占比 |
|---|
| CEG | 105 | $270.23 | $268.00 | $28,140 | 25.4% |
| LITE | 20 | $922.27 | $875.36 | $17,507 | 15.8% |
| ABNB | 117 | $140.24 | $141.20 | $16,520 | 14.9% |
| KLAC | 69 | $254.54 | $237.33 | $16,376 | 14.8% |
| DASH | 92 | $170.53 | $170.03 | $15,643 | 14.1% |
| META | 14 | $605.28 | $600.21 | $8,403 | 7.6% |
| APP | 14 | $503.31 | $515.20 | $7,213 | 6.5% |
交易记录
| 日期 | 方向 | 代码 | 数量 | 价格 | 盈亏 |
|---|
| 2026-06-16 | 买入 | META | 14 | $605.28 | — |
| 2026-06-16 | 买入 | APP | 14 | $503.31 | — |
| 2026-06-16 | 买入 | ABNB | 117 | $140.24 | — |
| 2026-06-16 | 买入 | CEG | 105 | $270.23 | — |
| 2026-06-16 | 买入 | LITE | 20 | $922.27 | — |
| 2026-06-16 | 买入 | DASH | 92 | $170.53 | — |
| 2026-06-16 | 卖出 | AMAT | 13 | $596.41 | +$379.05 |
| 2026-06-16 | 卖出 | SNDK | 12 | $2,116.83 | +$1,640.76 |
| 2026-06-16 | 卖出 | LRCX | 49 | $391.34 | +$1,201.97 |
| 2026-06-16 | 卖出 | INTC | 74 | $124.96 | +$28.49 |
| 2026-06-15 | 卖出 | PANW | 65 | $284.54 | +$319.80 |
| 2026-06-15 | 卖出 | LITE | 13 | $957.24 | +$463.84 |
| 2026-06-12 | 买入 | AMAT | 13 | $567.25 | — |
| 2026-06-12 | 买入 | PANW | 65 | $279.62 | — |
| 2026-06-12 | 买入 | SNDK | 12 | $1,980.10 | — |
| 2026-06-12 | 买入 | KLAC | 69 | $254.54 | — |
| 2026-06-12 | 买入 | LITE | 13 | $921.56 | — |
| 2026-06-12 | 买入 | LRCX | 49 | $366.81 | — |
| 2026-06-12 | 买入 | INTC | 74 | $124.57 | — |
| 2026-06-12 | 卖出 | SBUX | 134 | $103.04 | +$101.84 |
| 2026-06-12 | 卖出 | TMUS | 103 | $189.10 | +$337.84 |
| 2026-06-12 | 卖出 | CHTR | 111 | $145.82 | +$741.48 |
| 2026-06-12 | 卖出 | CTAS | 35 | $176.28 | −$196.00 |
| 2026-06-12 | 卖出 | MDLZ | 484 | $62.99 | −$179.08 |
| 2026-06-12 | 卖出 | MNST | 71 | $92.83 | +$56.80 |
| 2026-06-12 | 卖出 | KDP | 497 | $31.71 | +$238.56 |
| 2026-06-11 | 买入 | SBUX | 134 | $102.28 | — |
| 2026-06-11 | 买入 | TMUS | 103 | $185.82 | — |
| 2026-06-11 | 买入 | CHTR | 111 | $139.14 | — |
| 2026-06-11 | 买入 | CTAS | 35 | $181.88 | — |
| 2026-06-11 | 买入 | MDLZ | 484 | $63.36 | — |
| 2026-06-11 | 买入 | MNST | 71 | $92.03 | — |
| 2026-06-11 | 买入 | KDP | 497 | $31.23 | — |
| 2026-06-11 | 卖出 | AMAT | 34 | $552.64 | +$1,891.42 |
| 2026-06-11 | 卖出 | MU | 19 | $995.87 | +$1,975.81 |
| 2026-06-11 | 卖出 | KLAC | 62 | $241.16 | +$1,711.20 |
| 2026-06-11 | 卖出 | LRCX | 51 | $362.52 | +$2,076.72 |
| 2026-06-11 | 卖出 | INTC | 111 | $116.96 | +$1,101.12 |
| 2026-06-11 | 卖出 | ASML | 9 | $1,899.48 | +$1,487.61 |
| 2026-06-11 | 卖出 | DXCM | 81 | $75.25 | −$238.14 |
| 2026-06-10 | 买入 | AMAT | 34 | $497.01 | — |
| 2026-06-10 | 买入 | MU | 19 | $891.88 | — |
| 2026-06-10 | 买入 | KLAC | 62 | $213.56 | — |
| 2026-06-10 | 买入 | LRCX | 51 | $321.80 | — |
| 2026-06-10 | 买入 | INTC | 111 | $107.04 | — |
| 2026-06-10 | 买入 | ASML | 9 | $1,734.19 | — |
| 2026-06-10 | 卖出 | CMCSA | 401 | $23.97 | +$48.12 |
| 2026-06-10 | 卖出 | CCEP | 77 | $97.51 | +$49.28 |
| 2026-06-10 | 卖出 | CHTR | 196 | $137.79 | +$474.32 |
| 2026-06-10 | 卖出 | KHC | 715 | $24.05 | +$443.30 |
| 2026-06-10 | 卖出 | CSX | 270 | $46.41 | −$234.90 |
| 2026-06-10 | 卖出 | KDP | 551 | $31.70 | +$121.22 |
| 2026-06-09 | 买入 | CMCSA | 401 | $23.85 | — |
| 2026-06-09 | 买入 | CCEP | 77 | $96.87 | — |
| 2026-06-09 | 买入 | CHTR | 196 | $135.37 | — |
| 2026-06-09 | 买入 | KHC | 715 | $23.43 | — |
| 2026-06-09 | 买入 | DXCM | 81 | $78.19 | — |
| 2026-06-09 | 买入 | CSX | 270 | $47.28 | — |
| 2026-06-09 | 买入 | KDP | 551 | $31.48 | — |
| 2026-06-09 | 卖出 | GEHC | 118 | $66.01 | +$158.12 |
| 2026-06-09 | 卖出 | ISRG | 18 | $426.61 | +$144.00 |
| 2026-06-09 | 卖出 | VRTX | 18 | $445.77 | +$50.58 |
| 2026-06-09 | 卖出 | ALNY | 57 | $297.69 | +$315.21 |
| 2026-06-09 | 卖出 | ORLY | 74 | $89.49 | +$34.78 |
| 2026-06-09 | 卖出 | AMGN | 73 | $344.57 | −$84.68 |
| 2026-06-09 | 卖出 | MAR | 60 | $393.61 | +$131.40 |
| 2026-06-08 | 买入 | GEHC | 118 | $64.67 | — |
| 2026-06-08 | 买入 | ISRG | 18 | $418.61 | — |
| 2026-06-08 | 买入 | VRTX | 18 | $442.96 | — |
| 2026-06-08 | 买入 | ALNY | 57 | $292.16 | — |
| 2026-06-08 | 买入 | ORLY | 74 | $89.02 | — |
| 2026-06-08 | 买入 | AMGN | 73 | $345.73 | — |
| 2026-06-08 | 买入 | MAR | 60 | $391.42 | — |
| 2026-06-08 | 卖出 | AXON | 14 | $471.06 | −$210.84 |
| 2026-06-08 | 卖出 | SNPS | 52 | $473.48 | +$448.76 |
| 2026-06-08 | 卖出 | INSM | 113 | $94.17 | −$5.65 |
| 2026-06-08 | 卖出 | APP | 19 | $563.69 | +$91.58 |
| 2026-06-08 | 卖出 | ADSK | 57 | $225.04 | −$490.20 |
| 2026-06-08 | 卖出 | ADBE | 50 | $244.99 | −$671.50 |
| 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 | 52 | $464.85 | — |
| 2026-06-05 | 买入 | INSM | 113 | $94.22 | — |
| 2026-06-05 | 卖出 | AVGO | 45 | $385.73 | −$1,493.10 |
| 2026-06-05 | 卖出 | FANG | 81 | $192.62 | −$835.92 |
| 2026-06-05 | 卖出 | INTU | 28 | $296.76 | −$146.16 |
| 2026-06-04 | 买入 | APP | 19 | $558.87 | — |
| 2026-06-04 | 买入 | AVGO | 45 | $418.91 | — |
| 2026-06-04 | 买入 | ADSK | 57 | $233.64 | — |
| 2026-06-04 | 买入 | ADBE | 50 | $258.42 | — |
| 2026-06-04 | 买入 | WDAY | 125 | $147.91 | — |
| 2026-06-04 | 买入 | FANG | 81 | $202.94 | — |
| 2026-06-04 | 买入 | INTU | 28 | $301.98 | — |