CANTOR FITZGERALD, L. P.
NEW YORK NY · SEC CIK 0001024896
$185.33亿2026Q2 申报市值
320持仓数
53.9%前十大占比 · 第一大 9.8%
121 / 65新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MRVL 加仓+$17.04亿
AMD 加仓+$8.58亿
SPCX 新建仓+$5.12亿
INTC 加仓+$4.26亿
NVDA 加仓+$3.69亿
2026Q2 卖出最多 按季末市值估算
SHEL 清仓-$3,981.71万
APP 减仓-$3,386.97万
BMNR 减仓-$3,240.25万
AVAX ONE TECHNOL 减仓-$1,541.29万
ARM 清仓-$1,481.33万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC 看跌期权 | $18.17亿 | 9.80% | 6,100,000 | 6,100,000 | — | $18.17亿 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $17.26亿 | 9.31% | 5,793,710 | 5,718,810 | 7,635.3% | $17.04亿 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $13.24亿 | 7.15% | 2,280,000 | 1,180,000 | 107.3% | $6.85亿 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $12.95亿 | 6.99% | 2,228,506 | 1,476,731 | 196.4% | $8.58亿 | 加仓 |
| INTC | INTEL CORP 看跌期权 | $9.22亿 | 4.97% | 6,600,000 | 5,800,000 | 725.0% | $8.10亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $7.25亿 | 3.91% | 3,621,062 | 1,842,558 | 103.6% | $3.69亿 | 加仓 |
| INTC | INTEL CORP | $6.45亿 | 3.48% | 4,619,636 | 3,054,356 | 195.1% | $4.26亿 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $5.61亿 | 3.03% | 2,803,000 | 1,303,000 | 86.9% | $2.61亿 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $5.12亿 | 2.76% | 2,993,960 | 2,993,960 | — | $5.12亿 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP 看跌期权 | $4.57亿 | 2.47% | 2,675,000 | 2,675,000 | — | $4.57亿 | 新建仓 |
| NOW | SERVICENOW INC | $3.61亿 | 1.95% | 3,637,906 | 3,042,429 | 510.9% | $3.02亿 | 加仓 |
| AVGO | BROADCOM INC 看跌期权 | $3.59亿 | 1.94% | 950,000 | 750,000 | 375.0% | $2.83亿 | 加仓 |
| AVGO | BROADCOM INC | $3.53亿 | 1.90% | 933,912 | 655,488 | 235.4% | $2.48亿 | 加仓 |
| NOW | SERVICENOW INC 看跌期权 | $3.28亿 | 1.77% | 3,300,000 | 2,925,000 | 780.0% | $2.90亿 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2.56亿 | 1.38% | 2,553,888 | 1,643,654 | 180.6% | $1.65亿 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $2.54亿 | 1.37% | 605,000 | 175,000 | 40.7% | $7,360.50万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC 看跌期权 | $2.31亿 | 1.24% | 2,300,000 | 1,533,600 | 200.1% | $1.54亿 | 加仓 |
| IREN | IREN LIMITED | $2.30亿 | 1.24% | 5,029,660 | 2,092,150 | 71.2% | $9,567.40万 | 加仓 |
| AMZN | AMAZON COM INC | $2.19亿 | 1.18% | 917,312 | 468,287 | 104.3% | $1.12亿 | 加仓 |
| IVV | ISHARES TR | $2.17亿 | 1.17% | 289,810 | 152,288 | 110.7% | $1.14亿 | 加仓 |
| SNDK | SANDISK CORP 看跌期权 | $2.05亿 | 1.10% | 90,000 | 75,000 | 500.0% | $1.71亿 | 加仓 |
| IREN | IREN LIMITED 看跌期权 | $1.83亿 | 0.99% | 4,000,000 | 1,200,000 | 42.9% | $5,487.60万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.68亿 | 0.90% | 403,214 | 62,664 | 18.4% | $2,604.50万 | 加仓 |
| MSTR | STRATEGY INC | $1.54亿 | 0.83% | 1,775,992 | -47,479 | -2.6% | -$412.73万 | 减仓 |
| RKLB | ROCKET LAB CORP 看跌期权 | $1.52亿 | 0.82% | 1,500,000 | 1,100,000 | 275.0% | $1.12亿 | 加仓 |
| SNDK | SANDISK CORP | $1.32亿 | 0.71% | 58,202 | 38,442 | 194.5% | $8,740.67万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.31亿 | 0.71% | 2,561,862 | 1,280,931 | 100.0% | $6,539.15万 | 加仓 |
| RUM | RUM GROUP INC | $1.18亿 | 0.64% | 18,652,410 | 9,326,205 | 100.0% | $5,912.81万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC 看跌期权 | $1.16亿 | 0.63% | 280,000 | 5,000 | 1.8% | $207.81万 | 加仓 |
| ORCL | ORACLE CORP | $1.16亿 | 0.62% | 789,532 | 332,312 | 72.7% | $4,870.03万 | 加仓 |
| OKLO | OKLO INC | $1.14亿 | 0.62% | 2,182,276 | 1,697,735 | 350.4% | $8,884.25万 | 加仓 |
| IONQ | IONQ INC | $1.14亿 | 0.61% | 2,137,616 | 1,060,290 | 98.4% | $5,647.10万 | 加仓 |
| IONQ | IONQ INC 看跌期权 | $1.12亿 | 0.60% | 2,100,000 | 1,100,000 | 110.0% | $5,858.60万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.02亿 | 0.55% | 141,100 | 141,100 | — | $1.02亿 | 新建仓 |
| GOOG | ALPHABET INC | $9,687.18万 | 0.52% | 274,168 | 140,298 | 104.8% | $4,957.15万 | 加仓 |
| OKLO | OKLO INC 看跌期权 | $9,157.75万 | 0.49% | 1,750,000 | 1,150,000 | 191.7% | $6,017.95万 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $8,412.00万 | 0.45% | 200,000 | -100,000 | -33.3% | -$4,206.00万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $8,217.53万 | 0.44% | 2,468,468 | 1,810,709 | 275.3% | $6,027.85万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC 看跌期权 | $8,141.90万 | 0.44% | 1,300,000 | 475,000 | 57.6% | $2,974.93万 | 加仓 |
| GCMG | GCM GROSVENOR INC | $7,935.39万 | 0.43% | 6,451,535 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC 看跌期权 | $7,823.70万 | 0.42% | 900,000 | 575,000 | 176.9% | $4,998.48万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $7,467.70万 | 0.40% | 100,000 | -3,050,000 | -96.8% | -$22.78亿 | 减仓 |
| TRLV | TRULIEVE CANNABIS CORP | $7,372.50万 | 0.40% | 7,500,000 | 7,500,000 | — | $7,372.50万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $7,277.05万 | 0.39% | 2,481,096 | 1,320,364 | 113.8% | $3,872.63万 | 加仓 |
| CRWV | COREWEAVE INC | $7,212.47万 | 0.39% | 724,580 | 626,464 | 638.5% | $6,235.82万 | 加仓 |
| GLW | CORNING INC | $6,987.54万 | 0.38% | 273,560 | 213,260 | 353.7% | $5,447.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,194.97万 | 0.33% | 166,076 | 42,596 | 34.5% | $1,588.92万 | 加仓 |
| SATL | SATELLOGIC INC | $5,700.68万 | 0.31% | 9,966,226 | -836,583 | -7.7% | -$478.53万 | 减仓 |
| AIIR | AIR GLOBAL PLC | $5,570.44万 | 0.30% | 8,364,018 | 8,364,018 | — | $5,570.44万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $5,416.58万 | 0.29% | 864,854 | 46,151 | 5.6% | $289.04万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $5,336.16万 | 0.29% | 2,976,108 | 2,976,108 | — | $5,336.16万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC 看跌期权 | $5,279.40万 | 0.28% | 1,800,000 | 800,000 | 80.0% | $2,346.40万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5,206.63万 | 0.28% | 446,270 | 338,501 | 314.1% | $3,949.29万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $5,042.27万 | 0.27% | 252,000 | 102,000 | 68.0% | $2,040.92万 | 加仓 |
| MSTR | STRATEGY INC 看涨期权 | $5,041.94万 | 0.27% | 580,000 | 425,000 | 274.2% | $3,694.53万 | 加仓 |
| CRWV | COREWEAVE INC 看跌期权 | $4,977.00万 | 0.27% | 500,000 | 483,000 | 2,841.2% | $4,807.78万 | 加仓 |
| LLY | ELI LILLY & CO | $4,875.92万 | 0.26% | 40,652 | 22,515 | 124.1% | $2,700.52万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC 看跌期权 | $4,853.80万 | 0.26% | 1,400,000 | 600,000 | 75.0% | $2,080.20万 | 加仓 |
| RKLB | ROCKET LAB CORP | $4,682.71万 | 0.25% | 460,670 | 121,126 | 35.7% | $1,231.25万 | 加仓 |
| CRM | SALESFORCE INC | $4,455.91万 | 0.24% | 284,432 | 233,167 | 454.8% | $3,652.79万 | 加仓 |
| NFLX | NETFLIX INC. | $4,406.17万 | 0.24% | 617,110 | 132,900 | 27.4% | $948.91万 | 加仓 |
| XXI | TWENTY ONE CAP INC | $4,296.45万 | 0.23% | 8,679,694 | 3,168,495 | 57.5% | $1,568.41万 | 加仓 |
| NOK | NOKIA CORP 看跌期权 | $3,984.00万 | 0.21% | 3,000,000 | 3,000,000 | — | $3,984.00万 | 新建仓 |
| ADBE | ADOBE INC | $3,918.96万 | 0.21% | 191,150 | 118,500 | 163.1% | $2,429.49万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $3,839.27万 | 0.21% | 1,107,376 | 17,756 | 1.6% | $61.56万 | 加仓 |
| ASML | ASML HLDG NV | $3,721.05万 | 0.20% | 18,704 | 18,704 | — | $3,721.05万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC 看跌期权 | $3,477.60万 | 0.19% | 1,800,000 | 1,200,000 | 200.0% | $2,318.40万 | 加仓 |
| GLAS | GLASS HOUSE BRANDS INC | $3,331.80万 | 0.18% | 2,700,000 | 2,700,000 | — | $3,331.80万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC 看跌期权 | $3,227.40万 | 0.17% | 1,800,000 | 1,000,000 | 125.0% | $1,793.00万 | 加仓 |
| RBLX | ROBLOX CORP | $3,178.70万 | 0.17% | 584,534 | 345,629 | 144.7% | $1,879.53万 | 加仓 |
| ONDS | ONDAS INC | $3,153.94万 | 0.17% | 3,827,592 | 933,155 | 32.2% | $768.92万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,052.82万 | 0.16% | 63,924 | 41,693 | 187.5% | $1,991.13万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $3,048.08万 | 0.16% | 266,954 | 223,984 | 521.3% | $2,557.45万 | 加仓 |
| PDD | PDD HOLDINGS INC | $3,019.83万 | 0.16% | 395,888 | 212,790 | 116.2% | $1,623.16万 | 加仓 |
| ASML | ASML HLDG NV 看跌期权 | $2,984.16万 | 0.16% | 15,000 | 15,000 | — | $2,984.16万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $2,932.54万 | 0.16% | 106,186 | 106,186 | — | $2,932.54万 | 新建仓 |
| FUTU | FUTU HLDGS LTD | $2,920.00万 | 0.16% | 311,500 | 282,350 | 968.6% | $2,646.75万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,901.56万 | 0.16% | 30,068 | 30,068 | — | $2,901.56万 | 新建仓 |
| TSLA | TESLA INC | $2,814.49万 | 0.15% | 66,916 | 51,245 | 327.0% | $2,155.36万 | 加仓 |
| WMT | WALMART INC | $2,811.97万 | 0.15% | 248,276 | 148,975 | 150.0% | $1,687.29万 | 加仓 |
| NVO | NOVO-NORDISK A S | $2,800.60万 | 0.15% | 584,188 | 322,614 | 123.3% | $1,546.61万 | 加仓 |
| ASTS | AST SPACEMOBILE INC 看涨期权 | $2,710.23万 | 0.15% | 305,000 | 305,000 | — | $2,710.23万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $2,700.62万 | 0.15% | 122,200 | 122,200 | — | $2,700.62万 | 新建仓 |
| APP | APPLOVIN CORP | $2,613.04万 | 0.14% | 50,716 | -65,737 | -56.4% | -$3,386.97万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2,611.07万 | 0.14% | 523,680 | 523,680 | — | $2,611.07万 | 新建仓 |
| GDX | VANECK ETF TRUST | $2,583.59万 | 0.14% | 342,424 | 211,370 | 161.3% | $1,594.79万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $2,570.47万 | 0.14% | 1,201,718 | 799,691 | 198.9% | $1,710.54万 | 加仓 |
| BA | BOEING CO | $2,509.19万 | 0.14% | 115,914 | 59,806 | 106.6% | $1,294.62万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $2,424.62万 | 0.13% | 272,858 | 272,858 | — | $2,424.62万 | 新建仓 |
| RKLB | ROCKET LAB CORP 看涨期权 | $2,337.95万 | 0.13% | 230,000 | 180,000 | 360.0% | $1,829.70万 | 加仓 |
| PL | PLANET LABS PBC | $2,218.82万 | 0.12% | 669,732 | 523,523 | 358.1% | $1,734.43万 | 加仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $2,178.44万 | 0.12% | 58,400 | 58,400 | — | $2,178.44万 | 新建仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $2,159.64万 | 0.12% | 680,200 | 429,989 | 171.9% | $1,365.22万 | 加仓 |
| NOK | NOKIA CORP | $2,116.09万 | 0.11% | 1,594,202 | 1,434,024 | 895.3% | $1,903.48万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $2,064.05万 | 0.11% | 478,010 | 180,460 | 60.6% | $779.23万 | 加仓 |
| APP | APPLOVIN CORP 看跌期权 | $2,060.92万 | 0.11% | 40,000 | -50,000 | -55.6% | -$2,576.15万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $2,033.18万 | 0.11% | 35,000 | 35,000 | — | $2,033.18万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC 看涨期权 | $2,013.39万 | 0.11% | 2,482,600 | 1,065,200 | 75.2% | $863.88万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,986.45万 | 0.11% | 39,698 | 19,964 | 101.2% | $998.98万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL 看跌期权 | $1,930.00万 | 0.10% | 20,000 | 20,000 | — | $1,930.00万 | 新建仓 |