Firsthand Capital Management, Inc.
SAN JOSE CA · SEC CIK 0001476179
$6,256.24万2026Q2 申报市值
54持仓数
62.5%前十大占比 · 第一大 13.2%
10 / 3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
VSAT 新建仓+$269.43万
OKLO 加仓+$156.99万
FLY 新建仓+$147.00万
VOYG 新建仓+$129.00万
RDW 新建仓+$122.30万
2026Q2 卖出最多 按季末市值估算
BE 减仓-$211.89万
ANET 减仓-$169.88万
PANW 清仓-$160.32万
UBER 减仓-$144.32万
NFLX 减仓-$142.80万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ROKU | ROKU INC | $828.84万 | 13.25% | 60,000 | -10,000 | -14.3% | -$138.14万 | 减仓 |
| BE | BLOOM ENERGY CORP | $756.75万 | 12.10% | 25,000 | -7,000 | -21.9% | -$211.89万 | 减仓 |
| RKLB | ROCKET LAB CORP | $609.90万 | 9.75% | 60,000 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $394.47万 | 6.31% | 10,000 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $313.98万 | 5.02% | 60,000 | 30,000 | 100.0% | $156.99万 | 加仓 |
| VSAT | VIASAT INC | $269.43万 | 4.31% | 30,000 | 30,000 | — | $269.43万 | 新建仓 |
| — | ASM INTERNATIONAL NV | $229.77万 | 3.67% | 2,000 | -500 | -20.0% | -$57.44万 | 减仓 |
| AVGO | BROADCOM INC | $188.88万 | 3.02% | 5,000 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $165.01万 | 2.64% | 6,460 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $151.67万 | 2.42% | 13,000 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SERVICES INC | $151.21万 | 2.42% | 2,100 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MARKETS INC | $150.42万 | 2.40% | 15,000 | 0 | 0.0% | — | 不变 |
| FLY | FIREFLY AEROSPACE INC | $147.00万 | 2.35% | 50,000 | 50,000 | — | $147.00万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $143.44万 | 2.29% | 80,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $142.80万 | 2.28% | 20,000 | -20,000 | -50.0% | -$142.80万 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $129.00万 | 2.06% | 40,000 | 40,000 | — | $129.00万 | 新建仓 |
| RDW | REDWIRE CORP | $122.30万 | 1.95% | 100,000 | 100,000 | — | $122.30万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $84.94万 | 1.36% | 5,000 | -10,000 | -66.7% | -$169.88万 | 减仓 |
| TOST | TOAST INC | $83.46万 | 1.33% | 30,000 | -30,000 | -50.0% | -$83.46万 | 减仓 |
| PL | PLANET LABS PBC | $82.83万 | 1.32% | 25,000 | 25,000 | — | $82.83万 | 新建仓 |
| ASPN | ASPEN AEROGELS INC | $79.25万 | 1.27% | 125,000 | 0 | 0.0% | — | 不变 |
| — | DOMO INC | $78.25万 | 1.25% | 250,000 | 0 | 0.0% | — | 不变 |
| ABBNY | ABB LTD | $76.09万 | 1.22% | 7,000 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $75.78万 | 1.21% | 4,000 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC | $64.17万 | 1.03% | 30,000 | 30,000 | — | $64.17万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $64.01万 | 1.02% | 13,000 | 10,000 | 333.3% | $49.24万 | 加仓 |
| WMB | WILLIAMS COS INC/THE | $59.47万 | 0.95% | 8,000 | 8,000 | — | $59.47万 | 新建仓 |
| WOLF | WOLFSPEED INC | $59.10万 | 0.94% | 12,248 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $56.72万 | 0.91% | 6,000 | -2,000 | -25.0% | -$18.91万 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $55.84万 | 0.89% | 20,000 | 20,000 | — | $55.84万 | 新建仓 |
| GEV | GE VERNOVA INC | $46.99万 | 0.75% | 400 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $46.75万 | 0.75% | 8,000 | 5,000 | 166.7% | $29.22万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $38.93万 | 0.62% | 2,000 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $38.88万 | 0.62% | 5,000 | 5,000 | — | $38.88万 | 新建仓 |
| STM | STMICROELECTRONICS NV | $37.45万 | 0.60% | 5,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $36.08万 | 0.58% | 5,000 | -20,000 | -80.0% | -$144.32万 | 减仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $27.65万 | 0.44% | 200 | 0 | 0.0% | — | 不变 |
| — | CHEGG INC | $26.26万 | 0.42% | 260,000 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $23.60万 | 0.38% | 1,000 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $21.78万 | 0.35% | 2,000 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $17.31万 | 0.28% | 2,000 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $14.62万 | 0.23% | 1,000 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS NV | $13.99万 | 0.22% | 5,146 | 184 | 3.7% | $5,003 | 加仓 |
| — | SUNPOWER INC | $10.31万 | 0.16% | 150,000 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $7.33万 | 0.12% | 1,000 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTERNATIONAL INC | $6.49万 | 0.10% | 290 | -290 | -50.0% | -$6.49万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $6.41万 | 0.10% | 290 | 290 | — | $6.41万 | 新建仓 |
| COUR | COURSERA INC | $5.64万 | 0.09% | 10,000 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE POWER CORP | $5.01万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| — | ACCELLERON INDUSTRIES AG | $3.55万 | 0.06% | 350 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC | $1.77万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| — | ARQ INC | $1.73万 | 0.03% | 6,800 | 0 | 0.0% | — | 不变 |
| — | ORION ENERGY SYSTEMS INC | $1.64万 | 0.03% | 1,400 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATERIALS INC | $1.28万 | 0.02% | 145 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$160.32万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$122.39万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$70.14万 | 清仓 |