Green Alpha Advisors, LLC
NIWOT CO · SEC CIK 0001439207
$1.02亿2026Q1 申报市值
107持仓数
38.0%前十大占比 · 第一大 6.0%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TWST 新建仓+$25.20万
HORIZON TECHNOLO 加仓+$13.13万
IBM 加仓+$9.02万
CRSP 加仓+$6.11万
MRNA 加仓+$6.00万
2026Q1 卖出最多 按季末市值估算
EXACT SCIENCES C 清仓-$29.33万
ISRG 清仓-$26.39万
ALPHA COGNITION 清仓-$7.23万
MU 减仓-$6.86万
STX 减仓-$6.07万
2026Q1 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 | $606.50万 | 5.97% | 28,386 | -180 | -0.6% | -$3.85万 | 减仓 |
| AMAT | APPLIED MATLS INC | $493.79万 | 4.86% | 14,447 | 12 | 0.1% | $4,102 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $489.54万 | 4.82% | 20,196 | 372 | 1.9% | $9.02万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $472.11万 | 4.65% | 118,532 | 1,400 | 1.2% | $5.58万 | 加仓 |
| GLW | CORNING INC | $369.57万 | 3.64% | 27,180 | -310 | -1.1% | -$4.22万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $328.95万 | 3.24% | 10,193 | -126 | -1.2% | -$4.07万 | 减仓 |
| NXT | NEXTPOWER INC | $291.69万 | 2.87% | 24,197 | -65 | -0.3% | -$7,836 | 减仓 |
| QCOM | QUALCOMM INC | $288.19万 | 2.84% | 22,379 | 205 | 0.9% | $2.64万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $271.25万 | 2.67% | 57,022 | 1,285 | 2.3% | $6.11万 | 加仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $248.45万 | 2.45% | 590,141 | 31,197 | 5.6% | $13.13万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $225.40万 | 2.22% | 6,672 | -203 | -3.0% | -$6.86万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $223.73万 | 2.20% | 5,711 | -155 | -2.6% | -$6.07万 | 减仓 |
| TEM | TEMPUS AI INC | $214.79万 | 2.12% | 47,500 | 1,148 | 2.5% | $5.19万 | 加仓 |
| ADI | ANALOG DEVICES INC | $209.08万 | 2.06% | 6,572 | -88 | -1.3% | -$2.80万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $185.84万 | 1.83% | 123,484 | -259 | -0.2% | -$3,898 | 减仓 |
| AVGO | BROADCOM INC | $181.65万 | 1.79% | 5,869 | -39 | -0.7% | -$1.21万 | 减仓 |
| TILE | INTERFACE INC | $174.44万 | 1.72% | 69,999 | -510 | -0.7% | -$1.27万 | 减仓 |
| MRNA | MODERNA INC | $174.44万 | 1.72% | 34,338 | 1,182 | 3.6% | $6.00万 | 加仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $168.44万 | 1.66% | 65,162 | 499 | 0.8% | $1.29万 | 加仓 |
| GRMN | GARMIN LTD | $154.27万 | 1.52% | 6,649 | -109 | -1.6% | -$2.53万 | 减仓 |
| NET | CLOUDFLARE INC | $152.57万 | 1.50% | 7,394 | -164 | -2.2% | -$3.38万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $144.92万 | 1.43% | 3,712 | -50 | -1.3% | -$1.95万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $125.11万 | 1.23% | 20,366 | -335 | -1.6% | -$2.06万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $120.59万 | 1.19% | 15,635 | -80 | -0.5% | -$6,170 | 减仓 |
| ANET | ARISTA NETWORKS INC | $113.23万 | 1.11% | 9,222 | -291 | -3.1% | -$3.57万 | 减仓 |
| TE | T1 ENERGY INC | $106.78万 | 1.05% | 243,225 | -867 | -0.4% | -$3,806 | 减仓 |
| NVDA | NVIDIA CORPORATION | $104.76万 | 1.03% | 6,007 | -35 | -0.6% | -$6,104 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $94.20万 | 0.93% | 14,390 | -445 | -3.0% | -$2.91万 | 减仓 |
| SYM | SYMBOTIC INC | $92.19万 | 0.91% | 17,328 | -229 | -1.3% | -$1.22万 | 减仓 |
| FSLR | FIRST SOLAR INC | $91.92万 | 0.91% | 4,660 | -33 | -0.7% | -$6,510 | 减仓 |
| CSCO | CISCO SYS INC | $91.73万 | 0.90% | 11,823 | -526 | -4.3% | -$4.08万 | 减仓 |
| HNST | HONEST CO INC | $88.58万 | 0.87% | 301,292 | -287 | -0.1% | -$844 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $86.92万 | 0.86% | 8,775 | -366 | -4.0% | -$3.63万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $86.88万 | 0.86% | 136,171 | -621 | -0.5% | -$3,962 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $86.61万 | 0.85% | 792 | -33 | -4.0% | -$3.61万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $77.00万 | 0.76% | 2,771 | -99 | -3.4% | -$2.75万 | 减仓 |
| — | CARIBOU BIOSCIENCES INC | $70.99万 | 0.70% | 373,650 | -1,489 | -0.4% | -$2,829 | 减仓 |
| MTN | VAIL RESORTS INC | $68.96万 | 0.68% | 5,374 | -33 | -0.6% | -$4,234 | 减仓 |
| RUN | SUNRUN INC | $68.78万 | 0.68% | 50,726 | -1,107 | -2.1% | -$1.50万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $68.65万 | 0.68% | 169,927 | -6,444 | -3.7% | -$2.60万 | 减仓 |
| ADSK | AUTODESK INC | $68.54万 | 0.67% | 2,863 | -114 | -3.8% | -$2.73万 | 减仓 |
| VITL | VITAL FARMS INC | $67.75万 | 0.67% | 47,984 | -66 | -0.1% | -$932 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $67.39万 | 0.66% | 6,021 | -253 | -4.0% | -$2.83万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $66.85万 | 0.66% | 4,170 | 18 | 0.4% | $2,886 | 加仓 |
| PRME | PRIME MEDICINE INC | $66.53万 | 0.66% | 191,171 | 288 | 0.2% | $1,002 | 加仓 |
| TREX | TREX INC | $65.99万 | 0.65% | 18,118 | -514 | -2.8% | -$1.87万 | 减仓 |
| P | EVERPURE INC | $65.38万 | 0.64% | 11,073 | -372 | -3.3% | -$2.20万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $63.79万 | 0.63% | 123,381 | -1,125 | -0.9% | -$5,816 | 减仓 |
| — | SURO CAPITAL CORP | $62.77万 | 0.62% | 58,611 | 5,185 | 9.7% | $5.55万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $61.91万 | 0.61% | 16,374 | -571 | -3.4% | -$2.16万 | 减仓 |
| XYL | XYLEM INC | $60.18万 | 0.59% | 5,036 | 16 | 0.3% | $1,912 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $59.31万 | 0.58% | 13,113 | -456 | -3.4% | -$2.06万 | 减仓 |
| DDOG | DATADOG INC | $58.66万 | 0.58% | 4,969 | -193 | -3.7% | -$2.28万 | 减仓 |
| S | SENTINELONE INC | $58.60万 | 0.58% | 45,497 | -760 | -1.6% | -$9,789 | 减仓 |
| ILMN | ILLUMINA INC | $54.14万 | 0.53% | 4,392 | -223 | -4.8% | -$2.75万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $52.77万 | 0.52% | 8,167 | -432 | -5.0% | -$2.79万 | 减仓 |
| CSIQ | CANADIAN SOLAR INC | $52.63万 | 0.52% | 37,998 | -783 | -2.0% | -$1.08万 | 减仓 |
| TWLO | TWILIO INC | $50.92万 | 0.50% | 4,047 | -242 | -5.6% | -$3.04万 | 减仓 |
| ITRI | ITRON INC | $49.65万 | 0.49% | 5,539 | -251 | -4.3% | -$2.25万 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $49.50万 | 0.49% | 26,672 | -2,169 | -7.5% | -$4.03万 | 减仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $46.69万 | 0.46% | 152,098 | 1,020 | 0.7% | $3,131 | 加仓 |
| DOCU | DOCUSIGN INC | $45.89万 | 0.45% | 9,680 | -253 | -2.5% | -$1.20万 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $43.94万 | 0.43% | 11,216 | 15 | 0.1% | $588 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $42.75万 | 0.42% | 4,664 | -204 | -4.2% | -$1.87万 | 减仓 |
| PSNL | PERSONALIS INC | $42.30万 | 0.42% | 66,409 | -2,108 | -3.1% | -$1.34万 | 减仓 |
| BLLN | BILLIONTOONE INC | $40.80万 | 0.40% | 5,168 | -158 | -3.0% | -$1.25万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $40.53万 | 0.40% | 56,059 | -1,829 | -3.2% | -$1.32万 | 减仓 |
| EDIT | EDITAS MEDICINE INC | $39.56万 | 0.39% | 160,142 | -978 | -0.6% | -$2,416 | 减仓 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $39.19万 | 0.39% | 44,590 | -1,388 | -3.0% | -$1.22万 | 减仓 |
| PONY | PONY AI INC | $38.87万 | 0.38% | 41,171 | -1,537 | -3.6% | -$1.45万 | 减仓 |
| ZS | ZSCALER INC | $38.34万 | 0.38% | 2,733 | -94 | -3.3% | -$1.32万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $37.67万 | 0.37% | 24,977 | -1,333 | -5.1% | -$2.01万 | 减仓 |
| FLNC | FLUENCE ENERGY INC | $37.30万 | 0.37% | 27,106 | -968 | -3.4% | -$1.33万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $36.69万 | 0.36% | 20,868 | -1,386 | -6.2% | -$2.44万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $35.56万 | 0.35% | 7,843 | -310 | -3.8% | -$1.41万 | 减仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $33.87万 | 0.33% | 102,638 | -2,861 | -2.7% | -$9,441 | 减仓 |
| JOBY | JOBY AVIATION INC | $33.87万 | 0.33% | 41,000 | -942 | -2.2% | -$7,781 | 减仓 |
| PATH | UIPATH INC | $31.72万 | 0.31% | 28,577 | -942 | -3.2% | -$1.05万 | 减仓 |
| BETA | BETA TECHNOLOGIES INC | $30.98万 | 0.31% | 21,072 | -301 | -1.4% | -$4,425 | 减仓 |
| RBRK | RUBRIK INC. | $27.31万 | 0.27% | 5,577 | -243 | -4.2% | -$1.19万 | 减仓 |
| GRAL | GRAIL INC | $26.83万 | 0.26% | 5,192 | -119 | -2.2% | -$6,150 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $25.97万 | 0.26% | 336 | -45 | -11.8% | -$3.48万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $25.20万 | 0.25% | 5,303 | 5,303 | — | $25.20万 | 新建仓 |
| CSTL | CASTLE BIOSCIENCES INC | $24.41万 | 0.24% | 9,945 | -291 | -2.8% | -$7,144 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.38万 | 0.24% | 546 | -79 | -12.6% | -$3.53万 | 减仓 |
| DUOL | DUOLINGO INC | $24.19万 | 0.24% | 2,454 | -61 | -2.4% | -$6,013 | 减仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $24.11万 | 0.24% | 182,618 | -848 | -0.5% | -$1,119 | 减仓 |
| GH | GUARDANT HEALTH INC | $23.74万 | 0.23% | 2,570 | -290 | -10.1% | -$2.68万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $23.01万 | 0.23% | 1,691 | -178 | -9.5% | -$2.42万 | 减仓 |
| PD | PAGERDUTY INC | $22.28万 | 0.22% | 35,880 | -792 | -2.2% | -$4,918 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $21.78万 | 0.21% | 11,565 | -2,022 | -14.9% | -$3.81万 | 减仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $21.72万 | 0.21% | 28,138 | -144 | -0.5% | -$1,112 | 减仓 |
| SOPH | SOPHIA GENETICS SA | $21.26万 | 0.21% | 42,952 | -2,708 | -5.9% | -$1.34万 | 减仓 |
| SNPS | SYNOPSYS INC | $20.36万 | 0.20% | 514 | -69 | -11.8% | -$2.73万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $20.13万 | 0.20% | 2,950 | -69 | -2.3% | -$4,709 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $18.16万 | 0.18% | 14,167 | -2,526 | -15.1% | -$3.24万 | 减仓 |
| — | SIMULATIONS PLUS INC | $16.20万 | 0.16% | 13,706 | -419 | -3.0% | -$4,953 | 减仓 |
| RELY | REMITLY GLOBAL INC | $15.88万 | 0.16% | 10,137 | -1,661 | -14.1% | -$2.60万 | 减仓 |
| — | ESS TECH INC | $13.41万 | 0.13% | 114,580 | -4,103 | -3.5% | -$4,801 | 减仓 |
| — | INOVIO PHARMACEUTICALS INC | $11.41万 | 0.11% | 65,580 | -6,515 | -9.0% | -$1.13万 | 减仓 |