panda_ben
排名 #97 · ROI -10.56% · 市值 $89,438 · 现金 $835 · 最后操作 2026-06-16
净值曲线
2026-06-04 → 2026-06-18 · low $35,611 · high $100,000
持仓
| 代码 | 数量 | 成本 | 现价 | 市值 | 占比 |
|---|
| MNST | 214 | $93.19 | $92.95 | $19,891 | 22.2% |
| PANW | 70 | $280.03 | $279.90 | $19,593 | 21.9% |
| ASML | 10 | $1,863.55 | $1,803.89 | $18,039 | 20.2% |
| DASH | 59 | $170.53 | $170.03 | $10,032 | 11.2% |
| KLAC | 42 | $254.54 | $237.33 | $9,968 | 11.1% |
| LITE | 8 | $922.27 | $875.36 | $7,003 | 7.8% |
| CRWD | 6 | $685.15 | $679.49 | $4,077 | 4.6% |
交易记录
| 日期 | 方向 | 代码 | 数量 | 价格 | 盈亏 |
|---|
| 2026-06-16 | 买入 | PANW | 70 | $280.03 | — |
| 2026-06-16 | 买入 | MNST | 214 | $93.19 | — |
| 2026-06-16 | 买入 | LITE | 8 | $922.27 | — |
| 2026-06-16 | 买入 | DASH | 59 | $170.53 | — |
| 2026-06-16 | 买入 | CRWD | 6 | $685.15 | — |
| 2026-06-16 | 卖出 | SBUX | 217 | $102.10 | −$205.06 |
| 2026-06-16 | 卖出 | AMAT | 12 | $596.41 | +$349.90 |
| 2026-06-16 | 卖出 | LRCX | 31 | $391.34 | +$760.43 |
| 2026-06-16 | 卖出 | CHTR | 101 | $144.28 | +$519.14 |
| 2026-06-15 | 卖出 | KHC | 194 | $23.99 | −$44.62 |
| 2026-06-12 | 买入 | SBUX | 217 | $103.04 | — |
| 2026-06-12 | 买入 | AMAT | 12 | $567.25 | — |
| 2026-06-12 | 买入 | KLAC | 42 | $254.54 | — |
| 2026-06-12 | 买入 | LRCX | 31 | $366.81 | — |
| 2026-06-12 | 买入 | ASML | 10 | $1,863.55 | — |
| 2026-06-12 | 卖出 | CCEP | 100 | $99.34 | +$165.00 |
| 2026-06-12 | 卖出 | MDLZ | 209 | $62.99 | −$77.33 |
| 2026-06-12 | 卖出 | KDP | 373 | $31.71 | +$179.04 |
| 2026-06-12 | 卖出 | ORLY | 187 | $91.02 | +$172.04 |
| 2026-06-12 | 卖出 | CPRT | 616 | $30.75 | −$190.96 |
| 2026-06-11 | 买入 | CCEP | 100 | $97.69 | — |
| 2026-06-11 | 买入 | CHTR | 101 | $139.14 | — |
| 2026-06-11 | 买入 | KHC | 194 | $24.22 | — |
| 2026-06-11 | 买入 | MDLZ | 209 | $63.36 | — |
| 2026-06-11 | 买入 | KDP | 373 | $31.23 | — |
| 2026-06-11 | 买入 | ORLY | 187 | $90.10 | — |
| 2026-06-11 | 买入 | CPRT | 616 | $31.06 | — |
| 2026-06-11 | 卖出 | DXCM | 193 | $75.25 | +$92.64 |
| 2026-06-11 | 卖出 | ALNY | 45 | $289.39 | −$82.35 |
| 2026-06-11 | 卖出 | ODFL | 30 | $247.76 | +$354.30 |
| 2026-06-11 | 卖出 | INTU | 59 | $276.91 | −$1,687.40 |
| 2026-06-11 | 卖出 | ADSK | 96 | $205.57 | −$2,694.72 |
| 2026-06-11 | 卖出 | ADBE | 20 | $218.80 | −$792.40 |
| 2026-06-11 | 卖出 | WDAY | 107 | $130.53 | −$1,859.66 |
| 2026-06-10 | 买入 | DXCM | 193 | $74.77 | — |
| 2026-06-10 | 买入 | ALNY | 45 | $291.22 | — |
| 2026-06-10 | 买入 | ODFL | 30 | $235.95 | — |
| 2026-06-10 | 卖出 | FANG | 74 | $196.55 | +$170.94 |
| 2026-06-10 | 卖出 | AXON | 13 | $447.59 | −$500.89 |
| 2026-06-10 | 卖出 | APP | 29 | $492.98 | −$1,910.81 |
| 2026-06-09 | 买入 | FANG | 74 | $194.24 | — |
| 2026-06-09 | 卖出 | ALNY | 47 | $297.69 | +$259.91 |
| 2026-06-08 | 买入 | ALNY | 47 | $292.16 | — |
| 2026-06-08 | 买入 | INTU | 59 | $305.51 | — |
| 2026-06-08 | 卖出 | SNPS | 39 | $473.48 | +$336.57 |
| 2026-06-08 | 卖出 | INSM | 139 | $94.17 | −$6.95 |
| 2026-06-05 | 买入 | AXON | 13 | $486.12 | — |
| 2026-06-05 | 买入 | SNPS | 39 | $464.85 | — |
| 2026-06-05 | 买入 | INSM | 139 | $94.22 | — |
| 2026-06-05 | 卖出 | AVGO | 28 | $385.73 | −$929.04 |
| 2026-06-05 | 卖出 | FANG | 95 | $192.62 | −$980.40 |
| 2026-06-05 | 卖出 | INTU | 27 | $296.76 | −$140.94 |
| 2026-06-04 | 买入 | APP | 29 | $558.87 | — |
| 2026-06-04 | 买入 | AVGO | 28 | $418.91 | — |
| 2026-06-04 | 买入 | ADSK | 96 | $233.64 | — |
| 2026-06-04 | 买入 | ADBE | 20 | $258.42 | — |
| 2026-06-04 | 买入 | WDAY | 107 | $147.91 | — |
| 2026-06-04 | 买入 | FANG | 95 | $202.94 | — |
| 2026-06-04 | 买入 | INTU | 27 | $301.98 | — |