tom_lin
“HODL”
排名 #19 · ROI +8.29% · 市值 $108,294 · 现金 $1,599 · 最后操作 2026-06-16
净值曲线
2026-06-04 → 2026-06-18 · low $67,356 · high $108,294
持仓
| 代码 | 数量 | 成本 | 现价 | 市值 | 占比 |
|---|
| KLAC | 86 | $254.54 | $237.33 | $20,410 | 18.8% |
| DASH | 112 | $170.53 | $170.03 | $19,043 | 17.6% |
| ZS | 129 | $125.76 | $127.23 | $16,413 | 15.2% |
| LITE | 16 | $922.27 | $875.36 | $14,006 | 12.9% |
| CEG | 51 | $270.23 | $268.00 | $13,668 | 12.6% |
| APP | 20 | $503.31 | $515.20 | $10,304 | 9.5% |
| META | 12 | $605.28 | $600.21 | $7,203 | 6.7% |
| ABNB | 40 | $140.24 | $141.20 | $5,648 | 5.2% |
交易记录
| 日期 | 方向 | 代码 | 数量 | 价格 | 盈亏 |
|---|
| 2026-06-16 | 买入 | META | 12 | $605.28 | — |
| 2026-06-16 | 买入 | APP | 20 | $503.31 | — |
| 2026-06-16 | 买入 | ABNB | 40 | $140.24 | — |
| 2026-06-16 | 买入 | CEG | 51 | $270.23 | — |
| 2026-06-16 | 买入 | LITE | 16 | $922.27 | — |
| 2026-06-16 | 买入 | DASH | 112 | $170.53 | — |
| 2026-06-16 | 买入 | ZS | 129 | $125.76 | — |
| 2026-06-16 | 卖出 | AMAT | 29 | $596.41 | +$845.58 |
| 2026-06-16 | 卖出 | SNDK | 2 | $2,116.83 | +$273.46 |
| 2026-06-16 | 卖出 | LRCX | 12 | $391.34 | +$294.36 |
| 2026-06-16 | 卖出 | INTC | 135 | $124.96 | +$51.98 |
| 2026-06-15 | 卖出 | PANW | 20 | $284.54 | +$98.40 |
| 2026-06-15 | 卖出 | LITE | 17 | $957.24 | +$606.56 |
| 2026-06-15 | 卖出 | CRWD | 29 | $692.91 | +$293.19 |
| 2026-06-12 | 买入 | AMAT | 29 | $567.25 | — |
| 2026-06-12 | 买入 | PANW | 20 | $279.62 | — |
| 2026-06-12 | 买入 | SNDK | 2 | $1,980.10 | — |
| 2026-06-12 | 买入 | KLAC | 86 | $254.54 | — |
| 2026-06-12 | 买入 | LITE | 17 | $921.56 | — |
| 2026-06-12 | 买入 | LRCX | 12 | $366.81 | — |
| 2026-06-12 | 买入 | INTC | 135 | $124.57 | — |
| 2026-06-12 | 买入 | CRWD | 29 | $682.80 | — |
| 2026-06-12 | 卖出 | SBUX | 47 | $103.04 | +$35.72 |
| 2026-06-12 | 卖出 | TMUS | 60 | $189.10 | +$196.80 |
| 2026-06-12 | 卖出 | CHTR | 69 | $145.82 | +$460.92 |
| 2026-06-12 | 卖出 | CTAS | 108 | $176.28 | −$604.80 |
| 2026-06-12 | 卖出 | KHC | 830 | $24.39 | +$141.10 |
| 2026-06-12 | 卖出 | MDLZ | 193 | $62.99 | −$71.41 |
| 2026-06-12 | 卖出 | MNST | 162 | $92.83 | +$129.60 |
| 2026-06-12 | 卖出 | KDP | 466 | $31.71 | +$223.68 |
| 2026-06-11 | 买入 | SBUX | 47 | $102.28 | — |
| 2026-06-11 | 买入 | TMUS | 60 | $185.82 | — |
| 2026-06-11 | 买入 | CHTR | 69 | $139.14 | — |
| 2026-06-11 | 买入 | CTAS | 108 | $181.88 | — |
| 2026-06-11 | 买入 | KHC | 830 | $24.22 | — |
| 2026-06-11 | 买入 | MDLZ | 193 | $63.36 | — |
| 2026-06-11 | 买入 | MNST | 162 | $92.03 | — |
| 2026-06-11 | 买入 | KDP | 466 | $31.23 | — |
| 2026-06-11 | 卖出 | AMAT | 17 | $552.64 | +$945.71 |
| 2026-06-11 | 卖出 | SNDK | 7 | $1,881.51 | +$1,667.96 |
| 2026-06-11 | 卖出 | MU | 10 | $995.87 | +$1,039.90 |
| 2026-06-11 | 卖出 | KLAC | 35 | $241.16 | +$966.00 |
| 2026-06-11 | 卖出 | LRCX | 51 | $362.52 | +$2,076.72 |
| 2026-06-11 | 卖出 | INTC | 170 | $116.96 | +$1,686.40 |
| 2026-06-11 | 卖出 | ASML | 10 | $1,899.48 | +$1,652.90 |
| 2026-06-11 | 卖出 | DXCM | 80 | $75.25 | −$235.20 |
| 2026-06-10 | 买入 | AMAT | 17 | $497.01 | — |
| 2026-06-10 | 买入 | SNDK | 7 | $1,643.23 | — |
| 2026-06-10 | 买入 | MU | 10 | $891.88 | — |
| 2026-06-10 | 买入 | KLAC | 35 | $213.56 | — |
| 2026-06-10 | 买入 | LRCX | 51 | $321.80 | — |
| 2026-06-10 | 买入 | INTC | 170 | $107.04 | — |
| 2026-06-10 | 买入 | ASML | 10 | $1,734.19 | — |
| 2026-06-10 | 卖出 | CMCSA | 283 | $23.97 | +$33.96 |
| 2026-06-10 | 卖出 | CCEP | 130 | $97.51 | +$83.20 |
| 2026-06-10 | 卖出 | CHTR | 163 | $137.79 | +$394.46 |
| 2026-06-10 | 卖出 | KHC | 239 | $24.05 | +$148.18 |
| 2026-06-10 | 卖出 | CSX | 306 | $46.41 | −$266.22 |
| 2026-06-10 | 卖出 | KDP | 480 | $31.70 | +$105.60 |
| 2026-06-10 | 卖出 | MAR | 36 | $386.23 | −$186.84 |
| 2026-06-09 | 买入 | CMCSA | 283 | $23.85 | — |
| 2026-06-09 | 买入 | CCEP | 130 | $96.87 | — |
| 2026-06-09 | 买入 | CHTR | 163 | $135.37 | — |
| 2026-06-09 | 买入 | KHC | 239 | $23.43 | — |
| 2026-06-09 | 买入 | DXCM | 80 | $78.19 | — |
| 2026-06-09 | 买入 | CSX | 306 | $47.28 | — |
| 2026-06-09 | 买入 | KDP | 480 | $31.48 | — |
| 2026-06-09 | 卖出 | GEHC | 178 | $66.01 | +$238.52 |
| 2026-06-09 | 卖出 | ISRG | 15 | $426.61 | +$120.00 |
| 2026-06-09 | 卖出 | VRTX | 37 | $445.77 | +$103.97 |
| 2026-06-09 | 卖出 | ALNY | 49 | $297.69 | +$270.97 |
| 2026-06-09 | 卖出 | TRI | 75 | $82.32 | −$64.50 |
| 2026-06-09 | 卖出 | ORLY | 124 | $89.49 | +$58.28 |
| 2026-06-09 | 卖出 | AMGN | 44 | $344.57 | −$51.04 |
| 2026-06-08 | 买入 | GEHC | 178 | $64.67 | — |
| 2026-06-08 | 买入 | ISRG | 15 | $418.61 | — |
| 2026-06-08 | 买入 | VRTX | 37 | $442.96 | — |
| 2026-06-08 | 买入 | ALNY | 49 | $292.16 | — |
| 2026-06-08 | 买入 | TRI | 75 | $83.18 | — |
| 2026-06-08 | 买入 | ORLY | 124 | $89.02 | — |
| 2026-06-08 | 买入 | AMGN | 44 | $345.73 | — |
| 2026-06-08 | 买入 | MAR | 36 | $391.42 | — |
| 2026-06-08 | 卖出 | AXON | 34 | $471.06 | −$512.04 |
| 2026-06-08 | 卖出 | INSM | 98 | $94.17 | −$4.90 |
| 2026-06-08 | 卖出 | APP | 24 | $563.69 | +$115.68 |
| 2026-06-08 | 卖出 | SNPS | 37 | $473.48 | −$777.00 |
| 2026-06-08 | 卖出 | ADSK | 61 | $225.04 | −$524.60 |
| 2026-06-08 | 卖出 | ADBE | 12 | $244.99 | −$161.16 |
| 2026-06-08 | 卖出 | WDAY | 36 | $143.76 | −$149.40 |
| 2026-06-08 | 卖出 | INTU | 59 | $305.51 | +$208.27 |
| 2026-06-05 | 买入 | AXON | 34 | $486.12 | — |
| 2026-06-05 | 买入 | INSM | 98 | $94.22 | — |
| 2026-06-05 | 卖出 | AVGO | 27 | $385.73 | −$895.86 |
| 2026-06-05 | 卖出 | FANG | 75 | $192.62 | −$774.00 |
| 2026-06-04 | 买入 | APP | 24 | $558.87 | — |
| 2026-06-04 | 买入 | AVGO | 27 | $418.91 | — |
| 2026-06-04 | 买入 | SNPS | 37 | $494.48 | — |
| 2026-06-04 | 买入 | ADSK | 61 | $233.64 | — |
| 2026-06-04 | 买入 | ADBE | 12 | $258.42 | — |
| 2026-06-04 | 买入 | WDAY | 36 | $147.91 | — |
| 2026-06-04 | 买入 | FANG | 75 | $202.94 | — |
| 2026-06-04 | 买入 | INTU | 59 | $301.98 | — |