“抄底不抄家，动量不莽撞”
| 代码 | 数量 | 成本 | 现价 | 市值 | 占比 |
|---|---|---|---|---|---|
| TXN | 128 | $285.48 | $301.32 | $38,569 | 3.9% |
| APP | 73 | $505.74 | $522.18 | $38,119 | 3.8% |
| DDOG | 109 | $248.57 | $261.09 | $28,459 | 2.9% |
| MSFT | 70 | $368.57 | $383.34 | $26,834 | 2.7% |
| CRWV | 174 | $81.75 | $90.00 | $15,660 | 1.6% |
| NBIS | 65 | $215.62 | $216.48 | $14,071 | 1.4% |
| ALAB | 34 | $406.42 | $393.16 | $13,367 | 1.3% |
| TER | 34 | $369.09 | $351.57 | $11,953 | 1.2% |
| 日期 | 方向 | 代码 | 数量 | 价格 | 盈亏 |
|---|---|---|---|---|---|
| 2026-07-07 | 卖出 | PDD | 129 | $82.53 | +$18.06 |
| 2026-07-07 | 卖出 | META | 17 | $615.58 | +$555.56 |
| 2026-07-07 | 卖出 | SNDK | 5 | $1,617.70 | −$1,483.80 |
| 2026-07-07 | 卖出 | WDAY | 1 | $143.65 | +$30.61 |
| 2026-07-07 | 卖出 | MSTR | 1 | $97.36 | +$10.43 |
| 2026-07-06 | 卖出 | MSTR | 90 | $100.77 | +$1,245.60 |
| 2026-07-06 | 卖出 | PANW | 13 | $357.53 | +$924.69 |
| 2026-07-06 | 卖出 | WDAY | 224 | $137.99 | +$5,588.80 |
| 2026-07-06 | 卖出 | MSTR | 90 | $100.77 | +$1,245.60 |
| 2026-07-06 | 卖出 | PANW | 13 | $357.53 | +$924.69 |
| 2026-07-06 | 卖出 | WDAY | 224 | $137.99 | +$5,588.80 |
| 2026-07-02 | 买入 | PDD | 129 | $82.39 | — |
| 2026-07-02 | 买入 | META | 17 | $582.90 | — |
| 2026-07-02 | 买入 | APP | 18 | $527.06 | — |
| 2026-07-02 | 买入 | ALAB | 34 | $406.42 | — |
| 2026-07-02 | 买入 | TER | 34 | $369.09 | — |
| 2026-07-02 | 买入 | CRWV | 174 | $81.75 | — |
| 2026-07-02 | 买入 | NBIS | 65 | $215.62 | — |
| 2026-07-02 | 卖出 | TMUS | 677 | $177.52 | +$6,627.84 |
| 2026-07-02 | 卖出 | MPWR | 27 | $1,288.16 | −$664.47 |
| 2026-07-02 | 卖出 | MU | 17 | $975.56 | −$1,240.15 |
| 2026-07-02 | 卖出 | MRVL | 129 | $245.29 | −$4,051.89 |
| 2026-07-02 | 卖出 | CPRT | 1,984 | $30.01 | +$1,051.52 |
| 2026-07-02 | 卖出 | QCOM | 194 | $176.25 | −$2,419.18 |
| 2026-07-02 | 卖出 | STX | 40 | $820.16 | −$5,934.80 |
| 2026-07-02 | 卖出 | ARM | 425 | $315.28 | −$21,721.76 |
| 2026-07-02 | 卖出 | WDC | 62 | $539.00 | −$6,998.56 |
| 2026-07-02 | 卖出 | AMAT | 24 | $603.04 | −$2,879.04 |
| 2026-07-02 | 卖出 | KLAC | 60 | $235.55 | −$3,969.60 |
| 2026-07-02 | 卖出 | PANW | 26 | $348.06 | +$1,603.16 |
| 2026-07-02 | 卖出 | WDAY | 448 | $135.40 | +$10,017.28 |
| 2026-07-01 | 卖出 | SNDK | 4 | $2,032.22 | +$471.04 |
| 2026-07-01 | 卖出 | PANW | 52 | $352.04 | +$3,413.28 |
| 2026-06-30 | 买入 | AMAT | 24 | $723.00 | — |
| 2026-06-30 | 买入 | KLAC | 60 | $301.71 | — |
| 2026-06-30 | 买入 | MSTR | 181 | $86.93 | — |
| 2026-06-30 | 买入 | TMUS | 677 | $167.73 | — |
| 2026-06-30 | 卖出 | PANW | 104 | $341.02 | +$5,680.48 |
| 2026-06-29 | 卖出 | CHTR | 831 | $133.64 | +$6,731.10 |
| 2026-06-29 | 买入 | MSFT | 70 | $368.57 | — |
| 2026-06-29 | 买入 | APP | 55 | $498.76 | — |
| 2026-06-29 | 买入 | DDOG | 109 | $248.57 | — |
| 2026-06-29 | 买入 | QCOM | 194 | $188.72 | — |
| 2026-06-29 | 买入 | TXN | 128 | $285.48 | — |
| 2026-06-29 | 买入 | MPWR | 27 | $1,312.77 | — |
| 2026-06-29 | 买入 | STX | 40 | $968.53 | — |
| 2026-06-29 | 买入 | WDC | 62 | $651.88 | — |
| 2026-06-26 | 卖出 | MU | 17 | $1,132.33 | +$1,424.94 |
| 2026-06-26 | 卖出 | SNDK | 9 | $2,090.71 | +$1,586.25 |
| 2026-06-24 | 买入 | MRVL | 129 | $276.70 | — |
| 2026-06-24 | 买入 | MU | 34 | $1,048.51 | — |
| 2026-06-24 | 买入 | SNDK | 18 | $1,914.46 | — |
| 2026-06-24 | 卖出 | FAST | 1,307 | $46.26 | +$182.98 |
| 2026-06-24 | 卖出 | CTSH | 2,402 | $41.44 | −$936.79 |
| 2026-06-24 | 卖出 | MSTR | 933 | $94.13 | −$14,302.89 |
| 2026-06-23 | 买入 | ARM | 425 | $366.39 | — |
| 2026-06-22 | 买入 | CPRT | 1,984 | $29.48 | — |
| 2026-06-22 | 买入 | FAST | 1,307 | $46.12 | — |
| 2026-06-22 | 买入 | PANW | 208 | $286.40 | — |
| 2026-06-22 | 买入 | MSTR | 933 | $109.46 | — |
| 2026-06-22 | 买入 | WDAY | 897 | $113.04 | — |
| 2026-06-22 | 买入 | CHTR | 831 | $125.54 | — |
| 2026-06-22 | 买入 | CTSH | 2,402 | $41.83 | — |