Connective Capital Management, LLC
PALO ALTO CA · SEC CIK 0001543568
$1.21亿2026Q1 申报市值
66持仓数
58.6%前十大占比 · 第一大 17.1%
30 / 26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
PANW 新建仓+$475.35万
SHOP 新建仓+$461.59万
QCOM 新建仓+$451.13万
MPWR 新建仓+$448.82万
KLAC 新建仓+$434.07万
2026Q1 卖出最多 按季末市值估算
VOO 清仓-$8,159.59万
AVGO 重新持有-$692.65万
CCJ 减仓-$285.31万
AMD 重新持有-$241.02万
COST 重新持有-$231.07万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD 500 INDEX FUND | $0 | 0.00% | 0 | -130,110 | -100.0% | -$8,159.59万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -2,939 | -100.0% | -$170.67万 | 清仓 |
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -14,516 | -100.0% | -$102.83万 | 清仓 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | -135,311 | -100.0% | -$101.75万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -15,656 | -100.0% | -$100.68万 | 清仓 |
| — | DIGITAL BRANDS GROUP INC | $0 | 0.00% | 0 | -69,103 | -100.0% | -$87.62万 | 清仓 |
| — | PROFOUND MEDICAL CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$78.70万 | 清仓 |
| ONDS | ONDAS INC | $0 | 0.00% | 0 | -68,487 | -100.0% | -$66.84万 | 清仓 |
| — | BYRNA TECHNOLOGIES INC | $0 | 0.00% | 0 | -38,729 | -100.0% | -$65.03万 | 清仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $0 | 0.00% | 0 | -6,849 | -100.0% | -$46.33万 | 清仓 |
| KDK | KODIAK AI INC | $0 | 0.00% | 0 | -39,841 | -100.0% | -$43.51万 | 清仓 |
| — | SOCIETY PASS INC | $0 | 0.00% | 0 | -74,088 | -100.0% | -$28.15万 | 清仓 |
| — | AEYE INC | $0 | 0.00% | 0 | -138,987 | -100.0% | -$25.57万 | 清仓 |
| — | GLOBAVEND HOLDINGS LTD | $0 | 0.00% | 0 | -175,827 | -100.0% | -$25.32万 | 清仓 |
| CABO | CABLE ONE INC | $0 | 0.00% | 0 | -2,144 | -100.0% | -$24.20万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -3,820 | -100.0% | -$23.67万 | 清仓 |
| — | TRISALUS LIFE SCIENCES INC | $0 | 0.00% | 0 | -32,796 | -100.0% | -$22.89万 | 清仓 |
| — | SIDUS SPACE INC | $0 | 0.00% | 0 | -70,000 | -100.0% | -$21.98万 | 清仓 |
| — | ANTALPHA PLATFORM HLDG CO | $0 | 0.00% | 0 | -21,469 | -100.0% | -$19.09万 | 清仓 |
| — | IMMUNIC INC | $0 | 0.00% | 0 | -301,296 | -100.0% | -$16.08万 | 清仓 |
| — | APTERA MOTORS CORP | $0 | 0.00% | 0 | -31,718 | -100.0% | -$13.61万 | 清仓 |
| — | ONCOLYTICS BIOTECH INC | $0 | 0.00% | 0 | -150,340 | -100.0% | -$13.14万 | 清仓 |
| — | XTAO INC | $0 | 0.00% | 0 | -139,000 | -100.0% | -$7.45万 | 清仓 |
| — | CREATEAL HOLDINGS INC | $0 | 0.00% | 0 | -332,473 | -100.0% | -$6.88万 | 清仓 |
| — | VICARIOUS SURGICAL INC | $0 | 0.00% | 0 | -30,649 | -100.0% | -$6.65万 | 清仓 |
| PPTA | PERPETUA RESOURCES CORP | $0 | 0.00% | 0 | -500 | -100.0% | -$1.21万 | 清仓 |
| — | MOBIX LABS INC | $2,800 | 0.00% | 22,397 | 0 | 0.0% | — | 不变 |
| — | MEDICUS PHARMA LTD | $3,361 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| — | CLEANSPARK INC | $4,288 | 0.00% | 17,500 | 0 | 0.0% | — | 不变 |
| — | LISATA THERAPEUTICS INC | $5,090 | 0.00% | 1,016 | 0 | 0.0% | — | 不变 |
| — | ABOVE FOOD INGREDIENTS INC | $7,250 | 0.01% | 24,999 | 0 | 0.0% | — | 不变 |
| — | ADDENTAX GROUP CORP | $3.06万 | 0.03% | 5,558 | 5,558 | — | $3.06万 | 新建仓 |
| — | OUTLOOK THERAPEUTICS INC | $4.12万 | 0.03% | 200,000 | 200,000 | — | $4.12万 | 新建仓 |
| — | SNAIL INC | $7.90万 | 0.07% | 154,523 | 0 | 0.0% | — | 不变 |
| — | GUARDIAN METAL RES PLC | $8.74万 | 0.07% | 5,000 | 5,000 | — | $8.74万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $9.19万 | 0.08% | 1,556 | -2,404 | -60.7% | -$14.19万 | 减仓 |
| — | ISHARES ETHEREUM TR | $9.60万 | 0.08% | 6,062 | -6,821 | -52.9% | -$10.80万 | 减仓 |
| — | DEFI TECHNOLOGIES INC | $10.10万 | 0.08% | 182,816 | 0 | 0.0% | — | 不变 |
| — | MOBILE INFRASTRUCTURE CORP | $15.39万 | 0.13% | 68,696 | -5,811 | -7.8% | -$1.30万 | 减仓 |
| EVTL | VERTICAL AEROSPACE LTD | $15.69万 | 0.13% | 71,000 | -132,408 | -65.1% | -$29.26万 | 减仓 |
| — | PROCESSA PHARMACEUTICALS INC | $17.86万 | 0.15% | 70,736 | 70,736 | — | $17.86万 | 新建仓 |
| ANGX | ANGEL STUDIOS INC | $19.85万 | 0.16% | 65,090 | 65,090 | — | $19.85万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $23.07万 | 0.19% | 683 | 683 | — | $23.07万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.61万 | 0.20% | 1,210 | -11,848 | -90.7% | -$241.02万 | 重新持有 |
| GOOG | ALPHABET INC | $25.13万 | 0.21% | 876 | 876 | — | $25.13万 | 新建仓 |
| — | CODA OCTOPUS GROUP INC | $25.40万 | 0.21% | 22,478 | 22,478 | — | $25.40万 | 新建仓 |
| TSLA | TESLA INC | $26.58万 | 0.22% | 715 | 715 | — | $26.58万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $26.84万 | 0.22% | 1,256 | 1,256 | — | $26.84万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $27.64万 | 0.23% | 1,585 | 1,585 | — | $27.64万 | 新建仓 |
| AVGO | BROADCOM INC | $27.98万 | 0.23% | 904 | -22,379 | -96.1% | -$692.65万 | 重新持有 |
| CSCO | CISCO SYS INC | $28.75万 | 0.24% | 3,705 | 3,705 | — | $28.75万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.31万 | 0.24% | 2,004 | 2,004 | — | $29.31万 | 新建仓 |
| WMT | WALMART INC | $30.46万 | 0.25% | 2,451 | 2,451 | — | $30.46万 | 新建仓 |
| — | ACTUATE THERAPEUTICS INC | $31.03万 | 0.26% | 113,266 | 113,266 | — | $31.03万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.29万 | 0.26% | 314 | -2,319 | -88.1% | -$231.07万 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $31.72万 | 0.26% | 1,136 | 232 | 25.7% | $6.48万 | 加仓 |
| NFLX | NETFLIX INC. | $34.24万 | 0.28% | 3,561 | -9,079 | -71.8% | -$87.29万 | 减仓 |
| — | DOMINARI HOLDINGS INC | $37.12万 | 0.31% | 114,229 | -78,587 | -40.8% | -$25.54万 | 减仓 |
| — | GRACE THERAPEUTICS INC | $39.15万 | 0.32% | 84,549 | 84,549 | — | $39.15万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $48.71万 | 0.40% | 4,058 | -4,236 | -51.1% | -$50.85万 | 减仓 |
| ERII | ENERGY RECOVERY INC | $49.37万 | 0.41% | 49,026 | 49,026 | — | $49.37万 | 新建仓 |
| SNPS | SYNOPSYS INC | $54.83万 | 0.45% | 1,383 | 0 | 0.0% | — | 不变 |
| — | CIBUS INC | $55.24万 | 0.46% | 279,000 | 279,000 | — | $55.24万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $62.99万 | 0.52% | 2,480 | 2,480 | — | $62.99万 | 新建仓 |
| GLD | SPDR GOLD TR | $65.32万 | 0.54% | 1,518 | -1,828 | -54.6% | -$78.66万 | 减仓 |
| VPG | VISHAY PRECISION GROUP INC | $71.32万 | 0.59% | 16,425 | 4,540 | 38.2% | $19.71万 | 加仓 |
| GDX | VANECK ETF TRUST | $73.81万 | 0.61% | 8,043 | 1,733 | 27.5% | $15.90万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $93.68万 | 0.77% | 13,518 | 13,518 | — | $93.68万 | 新建仓 |
| META | META PLATFORMS INC | $109.73万 | 0.91% | 1,918 | 339 | 21.5% | $19.40万 | 加仓 |
| AMZN | AMAZON COM INC | $128.13万 | 1.06% | 6,152 | -3,143 | -33.8% | -$65.46万 | 减仓 |
| UMAC | UNUSUAL MACHS INC | $135.11万 | 1.12% | 108,960 | 77,245 | 243.6% | $95.78万 | 加仓 |
| GOOGL | ALPHABET INC | $192.35万 | 1.59% | 6,689 | -405 | -5.7% | -$11.65万 | 重新持有 |
| COP | CONOCOPHILLIPS | $203.23万 | 1.68% | 15,396 | 15,396 | — | $203.23万 | 新建仓 |
| CCJ | CAMECO CORP | $203.75万 | 1.68% | 18,760 | -26,269 | -58.3% | -$285.31万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $211.84万 | 1.75% | 7,829 | 7,829 | — | $211.84万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $215.95万 | 1.78% | 1,249 | -181 | -12.7% | -$31.30万 | 减仓 |
| XBI | SPDR SERIES TRUST | $296.95万 | 2.45% | 23,248 | 15,235 | 190.1% | $194.60万 | 加仓 |
| — | EXXON MOBIL CORP | $402.76万 | 3.32% | 23,739 | 23,739 | — | $402.76万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $422.08万 | 3.48% | 12,349 | 12,349 | — | $422.08万 | 新建仓 |
| IWO | ISHARES TR | $422.17万 | 3.49% | 13,453 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $433.45万 | 3.58% | 28,652 | 28,652 | — | $433.45万 | 新建仓 |
| KLAC | KLA CORP | $434.07万 | 3.58% | 2,948 | 2,948 | — | $434.07万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $448.82万 | 3.71% | 4,105 | 4,105 | — | $448.82万 | 新建仓 |
| QCOM | QUALCOMM INC | $451.13万 | 3.72% | 35,031 | 35,031 | — | $451.13万 | 新建仓 |
| DASH | DOORDASH INC | $451.64万 | 3.73% | 30,079 | 24,248 | 415.8% | $364.08万 | 重新持有 |
| SHOP | SHOPIFY INC | $461.59万 | 3.81% | 38,913 | 38,913 | — | $461.59万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $475.35万 | 3.92% | 29,650 | 29,650 | — | $475.35万 | 新建仓 |
| AAPL | APPLE INC | $491.82万 | 4.06% | 19,379 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $531.34万 | 4.39% | 14,354 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $646.10万 | 5.33% | 105,918 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $1,078.35万 | 8.90% | 23,392 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $2,066.02万 | 17.06% | 35,795 | 3,101 | 9.5% | $178.98万 | 加仓 |