wei
排名 #10 · ROI +12.27% · 市值 $112,273 · 现金 $649 · 最后操作 2026-06-16
净值曲线
2026-06-04 → 2026-06-18 · low $37,488 · high $112,273
持仓
| 代码 | 数量 | 成本 | 现价 | 市值 | 占比 |
|---|
| APP | 55 | $503.31 | $515.20 | $28,336 | 25.2% |
| PLTR | 199 | $131.41 | $133.25 | $26,517 | 23.6% |
| WDAY | 184 | $130.80 | $126.77 | $23,326 | 20.8% |
| FANG | 80 | $187.43 | $188.12 | $15,050 | 13.4% |
| DDOG | 45 | $231.06 | $231.11 | $10,400 | 9.3% |
| PDD | 98 | $81.31 | $81.59 | $7,996 | 7.1% |
交易记录
| 日期 | 方向 | 代码 | 数量 | 价格 | 盈亏 |
|---|
| 2026-06-16 | 买入 | APP | 55 | $503.31 | — |
| 2026-06-16 | 买入 | PLTR | 199 | $131.41 | — |
| 2026-06-16 | 买入 | PDD | 98 | $81.31 | — |
| 2026-06-16 | 买入 | FANG | 80 | $187.43 | — |
| 2026-06-16 | 买入 | DDOG | 45 | $231.06 | — |
| 2026-06-16 | 卖出 | AVGO | 58 | $386.23 | +$241.57 |
| 2026-06-16 | 卖出 | QCOM | 65 | $229.18 | +$1,134.98 |
| 2026-06-16 | 卖出 | ADBE | 92 | $207.55 | +$324.76 |
| 2026-06-16 | 卖出 | ARM | 43 | $414.14 | +$4,588.53 |
| 2026-06-15 | 卖出 | APP | 25 | $520.86 | +$602.25 |
| 2026-06-12 | 买入 | APP | 25 | $496.77 | — |
| 2026-06-12 | 买入 | AVGO | 58 | $382.07 | — |
| 2026-06-12 | 买入 | QCOM | 65 | $211.72 | — |
| 2026-06-12 | 买入 | ADBE | 92 | $204.02 | — |
| 2026-06-12 | 买入 | WDAY | 184 | $130.80 | — |
| 2026-06-12 | 卖出 | MU | 17 | $981.61 | −$242.42 |
| 2026-06-12 | 卖出 | MRVL | 138 | $279.70 | −$139.38 |
| 2026-06-12 | 卖出 | STX | 22 | $931.04 | +$111.10 |
| 2026-06-12 | 卖出 | SNDK | 4 | $1,980.10 | +$881.68 |
| 2026-06-12 | 卖出 | WDC | 14 | $562.93 | −$175.98 |
| 2026-06-11 | 买入 | MU | 17 | $995.87 | — |
| 2026-06-11 | 买入 | MRVL | 138 | $280.71 | — |
| 2026-06-11 | 卖出 | AMAT | 48 | $552.64 | +$2,445.12 |
| 2026-06-11 | 卖出 | LRCX | 81 | $362.52 | +$2,114.91 |
| 2026-06-10 | 买入 | ARM | 43 | $307.43 | — |
| 2026-06-10 | 卖出 | KLAC | 49 | $213.56 | +$22.25 |
| 2026-06-04 | 买入 | AMAT | 48 | $501.70 | — |
| 2026-06-04 | 买入 | STX | 22 | $925.99 | — |
| 2026-06-04 | 买入 | SNDK | 4 | $1,759.68 | — |
| 2026-06-04 | 买入 | KLAC | 49 | $213.11 | — |
| 2026-06-04 | 买入 | LRCX | 81 | $336.41 | — |
| 2026-06-04 | 买入 | WDC | 14 | $575.50 | — |