Green Alpha Advisors, LLC
NIWOT CO · SEC CIK 0001439207
$1.49亿2026Q2 申报市值
113持仓数
42.3%前十大占比 · 第一大 7.9%
0 / 0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
INVESTMENT MANAG 加仓+$282.21万
FLNC 加仓+$1.46万
PSNL 加仓+$1.42万
ZS 加仓+$1.19万
SURO CAPITAL COR 加仓+$9,581
2026Q2 卖出最多 按季末市值估算
HORIZON TECHNOLO 减仓-$75.79万
LRCX 减仓-$52.17万
AMAT 减仓-$28.78万
GLW 减仓-$24.11万
GRMN 减仓-$8.74万
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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $1,177.90万 | 7.90% | 27,182 | -1,204 | -4.2% | -$52.17万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,015.77万 | 6.81% | 14,049 | -398 | -2.8% | -$28.78万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $766.89万 | 5.15% | 6,644 | -28 | -0.4% | -$3.23万 | 减仓 |
| GLW | CORNING INC | $670.15万 | 4.50% | 26,236 | -944 | -3.5% | -$24.11万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $560.43万 | 3.76% | 19,929 | -267 | -1.3% | -$7.51万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $547.83万 | 3.68% | 5,677 | -34 | -0.6% | -$3.28万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $437.69万 | 2.94% | 117,911 | -621 | -0.5% | -$2.31万 | 减仓 |
| QCOM | QUALCOMM INC | $407.58万 | 2.73% | 22,057 | -322 | -1.4% | -$5.95万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $375.50万 | 2.52% | 10,070 | -123 | -1.2% | -$4.59万 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $343.26万 | 2.30% | 63,058 | 51,842 | 462.2% | $282.21万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $304.36万 | 2.04% | 55,804 | -1,218 | -2.1% | -$6.64万 | 减仓 |
| NXT | NEXTPOWER INC | $282.00万 | 1.89% | 23,670 | -527 | -2.2% | -$6.28万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $280.61万 | 1.88% | 3,677 | -35 | -0.9% | -$2.67万 | 减仓 |
| TEM | TEMPUS AI INC | $272.56万 | 1.83% | 47,050 | -450 | -0.9% | -$2.61万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $258.91万 | 1.74% | 8,692 | -83 | -0.9% | -$2.47万 | 减仓 |
| ADI | ANALOG DEVICES INC | $256.62万 | 1.72% | 6,461 | -111 | -1.7% | -$4.41万 | 减仓 |
| TILE | INTERFACE INC | $247.64万 | 1.66% | 69,097 | -902 | -1.3% | -$3.23万 | 减仓 |
| MRNA | MODERNA INC | $236.41万 | 1.59% | 33,758 | -580 | -1.7% | -$4.06万 | 减仓 |
| FLEX | FLEX LTD | $232.02万 | 1.56% | 14,316 | -74 | -0.5% | -$1.20万 | 减仓 |
| TE | T1 ENERGY INC | $226.96万 | 1.52% | 239,410 | -3,815 | -1.6% | -$3.62万 | 减仓 |
| AVGO | BROADCOM INC | $222.65万 | 1.49% | 5,894 | 25 | 0.4% | $9,444 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $211.30万 | 1.42% | 121,787 | -1,697 | -1.4% | -$2.94万 | 减仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $203.35万 | 1.36% | 429,913 | -160,228 | -27.2% | -$75.79万 | 减仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $200.43万 | 1.34% | 64,614 | -548 | -0.8% | -$1.70万 | 减仓 |
| NET | CLOUDFLARE INC | $181.53万 | 1.22% | 7,401 | 7 | 0.1% | $1,717 | 加仓 |
| ANET | ARISTA NETWORKS INC | $156.34万 | 1.05% | 9,203 | -19 | -0.2% | -$3,228 | 减仓 |
| GRMN | GARMIN LTD | $149.19万 | 1.00% | 6,281 | -368 | -5.5% | -$8.74万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $142.02万 | 0.95% | 168,668 | -1,259 | -0.7% | -$1.06万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $141.42万 | 0.95% | 4,147 | -23 | -0.6% | -$7,843 | 减仓 |
| CSCO | CISCO SYS INC | $137.73万 | 0.92% | 11,726 | -97 | -0.8% | -$1.14万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $130.99万 | 0.88% | 15,487 | -148 | -0.9% | -$1.25万 | 减仓 |
| DDOG | DATADOG INC | $128.72万 | 0.86% | 4,944 | -25 | -0.5% | -$6,509 | 减仓 |
| CMC | COMMERCIAL METALS CO | $127.27万 | 0.85% | 20,283 | -83 | -0.4% | -$5,208 | 减仓 |
| NVDA | NVIDIA CORPORATION | $120.08万 | 0.81% | 6,001 | -6 | -0.1% | -$1,201 | 减仓 |
| FSLR | FIRST SOLAR INC | $110.38万 | 0.74% | 4,678 | 18 | 0.4% | $4,247 | 加仓 |
| HNST | HONEST CO INC | $109.17万 | 0.73% | 298,272 | -3,020 | -1.0% | -$1.11万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $108.95万 | 0.73% | 788 | -4 | -0.5% | -$5,530 | 减仓 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $107.40万 | 0.72% | 44,416 | -174 | -0.4% | -$4,207 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $103.63万 | 0.70% | 2,761 | -10 | -0.4% | -$3,753 | 减仓 |
| QS | QUANTUMSCAPE CORP | $101.67万 | 0.68% | 134,486 | -1,685 | -1.2% | -$1.27万 | 减仓 |
| PSNL | PERSONALIS INC | $90.41万 | 0.61% | 67,467 | 1,058 | 1.6% | $1.42万 | 加仓 |
| TREX | TREX INC | $88.80万 | 0.60% | 17,745 | -373 | -2.1% | -$1.87万 | 减仓 |
| P | EVERPURE INC | $86.94万 | 0.58% | 11,035 | -38 | -0.3% | -$2,994 | 减仓 |
| TWLO | TWILIO INC | $82.31万 | 0.55% | 3,989 | -58 | -1.4% | -$1.20万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $80.20万 | 0.54% | 16,288 | -86 | -0.5% | -$4,235 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $80.03万 | 0.54% | 24,725 | -252 | -1.0% | -$8,157 | 减仓 |
| ILMN | ILLUMINA INC | $77.29万 | 0.52% | 4,396 | 4 | 0.1% | $703 | 加仓 |
| SYM | SYMBOTIC INC | $75.90万 | 0.51% | 16,886 | -442 | -2.6% | -$1.99万 | 减仓 |
| S | SENTINELONE INC | $75.59万 | 0.51% | 44,544 | -953 | -2.1% | -$1.62万 | 减仓 |
| — | SURO CAPITAL CORP | $74.46万 | 0.50% | 59,375 | 764 | 1.3% | $9,581 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $73.89万 | 0.50% | 8,102 | -65 | -0.8% | -$5,928 | 减仓 |
| MTN | VAIL RESORTS INC | $73.82万 | 0.50% | 5,422 | 48 | 0.9% | $6,535 | 加仓 |
| RUN | SUNRUN INC | $68.33万 | 0.46% | 51,072 | 346 | 0.7% | $4,629 | 加仓 |
| PRME | PRIME MEDICINE INC | $68.27万 | 0.46% | 185,023 | -6,148 | -3.2% | -$2.27万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $66.02万 | 0.44% | 6,063 | 42 | 0.7% | $4,573 | 加仓 |
| — | CARIBOU BIOSCIENCES INC | $64.12万 | 0.43% | 364,324 | -9,326 | -2.5% | -$1.64万 | 减仓 |
| BLLN | BILLIONTOONE INC | $62.35万 | 0.42% | 5,197 | 29 | 0.6% | $3,479 | 加仓 |
| CSIQ | CANADIAN SOLAR INC | $61.47万 | 0.41% | 38,370 | 372 | 1.0% | $5,959 | 加仓 |
| XYL | XYLEM INC | $60.16万 | 0.40% | 5,089 | 53 | 1.1% | $6,265 | 加仓 |
| ACHR | ARCHER AVIATION INC | $57.84万 | 0.39% | 122,290 | -1,091 | -0.9% | -$5,160 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $56.75万 | 0.38% | 13,144 | 31 | 0.2% | $1,339 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $56.10万 | 0.38% | 26,225 | -447 | -1.7% | -$9,561 | 减仓 |
| ADSK | AUTODESK INC | $56.05万 | 0.38% | 2,883 | 20 | 0.7% | $3,888 | 加仓 |
| VITL | VITAL FARMS INC | $55.92万 | 0.38% | 48,085 | 101 | 0.2% | $1,175 | 加仓 |
| FLNC | FLUENCE ENERGY INC | $55.34万 | 0.37% | 27,839 | 733 | 2.7% | $1.46万 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $54.15万 | 0.36% | 147,544 | -4,554 | -3.0% | -$1.67万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $53.27万 | 0.36% | 5,178 | -125 | -2.4% | -$1.29万 | 减仓 |
| EDIT | EDITAS MEDICINE INC | $50.56万 | 0.34% | 156,046 | -4,096 | -2.6% | -$1.33万 | 减仓 |
| ITRI | ITRON INC | $48.35万 | 0.32% | 5,588 | 49 | 0.9% | $4,240 | 加仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $48.21万 | 0.32% | 102,351 | -287 | -0.3% | -$1,352 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $45.43万 | 0.30% | 20,851 | -17 | -0.1% | -$370 | 减仓 |
| RBRK | RUBRIK INC. | $44.84万 | 0.30% | 5,586 | 9 | 0.2% | $723 | 加仓 |
| DOCU | DOCUSIGN INC | $43.11万 | 0.29% | 9,704 | 24 | 0.2% | $1,066 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $41.57万 | 0.28% | 56,102 | 43 | 0.1% | $319 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $40.30万 | 0.27% | 4,654 | -10 | -0.2% | -$866 | 减仓 |
| ZS | ZSCALER INC | $39.76万 | 0.27% | 2,817 | 84 | 3.1% | $1.19万 | 加仓 |
| GH | GUARDANT HEALTH INC | $38.54万 | 0.26% | 2,569 | -1 | -0.0% | -$150 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $38.09万 | 0.26% | 7,830 | -13 | -0.2% | -$632 | 减仓 |
| JOBY | JOBY AVIATION INC | $37.08万 | 0.25% | 41,568 | 568 | 1.4% | $5,067 | 加仓 |
| BETA | BETA TECHNOLOGIES INC | $35.75万 | 0.24% | 21,346 | 274 | 1.3% | $4,590 | 加仓 |
| GRAL | GRAIL INC | $35.46万 | 0.24% | 5,194 | 2 | 0.0% | $137 | 加仓 |
| PD | PAGERDUTY INC | $34.75万 | 0.23% | 36,014 | 134 | 0.4% | $1,293 | 加仓 |
| TXG | 10X GENOMICS INC | $32.10万 | 0.22% | 8,372 | -1,781 | -17.5% | -$6.83万 | 重新持有 |
| PATH | UIPATH INC | $31.25万 | 0.21% | 28,745 | 168 | 0.6% | $1,826 | 加仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $30.01万 | 0.20% | 178,655 | -3,963 | -2.2% | -$6,658 | 减仓 |
| PONY | PONY AI INC | $28.83万 | 0.19% | 41,484 | 313 | 0.8% | $2,175 | 加仓 |
| DUOL | DUOLINGO INC | $28.65万 | 0.19% | 2,491 | 37 | 1.5% | $4,256 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $28.02万 | 0.19% | 11,463 | -102 | -0.9% | -$2,493 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.42万 | 0.18% | 552 | 6 | 1.1% | $2,980 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $25.98万 | 0.17% | 7,569 | -948 | -11.1% | -$3.25万 | 重新持有 |
| YETI | YETI HLDGS INC | $25.97万 | 0.17% | 5,240 | -543 | -9.4% | -$2.69万 | 重新持有 |
| — | SIMULATIONS PLUS INC | $24.91万 | 0.17% | 13,606 | -100 | -0.7% | -$1,831 | 减仓 |
| SOPH | SOPHIA GENETICS SA | $24.68万 | 0.17% | 42,765 | -187 | -0.4% | -$1,079 | 减仓 |
| CSTL | CASTLE BIOSCIENCES INC | $23.71万 | 0.16% | 9,941 | -4 | -0.0% | -$95 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $23.50万 | 0.16% | 13,886 | -281 | -2.0% | -$4,755 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $23.24万 | 0.16% | 2,987 | 37 | 1.3% | $2,878 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $22.96万 | 0.15% | 1,745 | 54 | 3.2% | $7,104 | 加仓 |
| SNPS | SYNOPSYS INC | $22.82万 | 0.15% | 512 | -2 | -0.4% | -$891 | 减仓 |
| AZTA | AZENTA INC | $22.65万 | 0.15% | 8,874 | -363 | -3.9% | -$9,264 | 重新持有 |
| RELY | REMITLY GLOBAL INC | $22.30万 | 0.15% | 9,950 | -187 | -1.8% | -$4,191 | 减仓 |