Connective Capital Management, LLC
PALO ALTO CA · SEC CIK 0001543568
$1.42亿2026Q2 申报市值
70持仓数
68.5%前十大占比 · 第一大 25.2%
30 / 26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
QQQ 加仓+$946.27万
AMD 加仓+$637.78万
TSM 新建仓+$629.96万
NVDA 加仓+$549.05万
AVGO 加仓+$535.84万
2026Q2 卖出最多 按季末市值估算
PANW 清仓-$475.35万
SHOP 清仓-$461.59万
MPWR 清仓-$448.82万
KLAC 清仓-$434.07万
ARM 清仓-$433.45万
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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -29,650 | -100.0% | -$475.35万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -38,913 | -100.0% | -$461.59万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -4,105 | -100.0% | -$448.82万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -29,480 | -100.0% | -$434.07万 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -28,652 | -100.0% | -$433.45万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -12,349 | -100.0% | -$422.08万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -23,739 | -100.0% | -$402.76万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -7,829 | -100.0% | -$211.84万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -15,396 | -100.0% | -$203.23万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -13,518 | -100.0% | -$93.68万 | 清仓 |
| VPG | VISHAY PRECISION GROUP INC | $0 | 0.00% | 0 | -16,425 | -100.0% | -$71.32万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,480 | -100.0% | -$62.99万 | 清仓 |
| — | CIBUS INC | $0 | 0.00% | 0 | -279,000 | -100.0% | -$55.24万 | 清仓 |
| ERII | ENERGY RECOVERY INC | $0 | 0.00% | 0 | -49,026 | -100.0% | -$49.37万 | 清仓 |
| — | GRACE THERAPEUTICS INC | $0 | 0.00% | 0 | -84,549 | -100.0% | -$39.15万 | 清仓 |
| — | ACTUATE THERAPEUTICS INC | $0 | 0.00% | 0 | -113,266 | -100.0% | -$31.03万 | 清仓 |
| ANGX | ANGEL STUDIOS INC | $0 | 0.00% | 0 | -65,090 | -100.0% | -$19.85万 | 清仓 |
| EVTL | VERTICAL AEROSPACE LTD | $0 | 0.00% | 0 | -71,000 | -100.0% | -$15.69万 | 清仓 |
| — | MOBILE INFRASTRUCTURE CORP | $0 | 0.00% | 0 | -68,696 | -100.0% | -$15.39万 | 清仓 |
| — | DEFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -182,816 | -100.0% | -$10.10万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -1,556 | -100.0% | -$9.19万 | 清仓 |
| — | GUARDIAN METAL RES PLC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$8.74万 | 清仓 |
| — | SNAIL INC | $0 | 0.00% | 0 | -154,523 | -100.0% | -$7.90万 | 清仓 |
| — | OUTLOOK THERAPEUTICS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$4.12万 | 清仓 |
| — | ADDENTAX GROUP CORP | $0 | 0.00% | 0 | -5,558 | -100.0% | -$3.06万 | 清仓 |
| — | ABOVE FOOD INGREDIENTS INC | $0 | 0.00% | 0 | -24,999 | -100.0% | -$7,250 | 清仓 |
| — | MOBIX LABS INC | $1,996 | 0.00% | 22,397 | 0 | 0.0% | — | 不变 |
| — | LISATA THERAPEUTICS INC | $3,454 | 0.00% | 1,016 | 0 | 0.0% | — | 不变 |
| — | MEDICUS PHARMA LTD | $3,900 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| — | CLEANSPARK INC | $5,250 | 0.00% | 17,500 | 0 | 0.0% | — | 不变 |
| — | HCW BIOLOGICS INC | $1.67万 | 0.01% | 3,338 | 3,338 | — | $1.67万 | 新建仓 |
| ELMT | ELMET GROUP CO (THE) | $1.97万 | 0.01% | 1,000 | 1,000 | — | $1.97万 | 新建仓 |
| — | I-80 GOLD CORP | $2.55万 | 0.02% | 30,000 | 30,000 | — | $2.55万 | 新建仓 |
| — | AGEAGLE AERIAL SYS INC NEW | $3.25万 | 0.02% | 36,508 | 36,508 | — | $3.25万 | 新建仓 |
| — | SOW GOOD INC | $5.15万 | 0.04% | 12,354 | 12,354 | — | $5.15万 | 新建仓 |
| — | 1 800 FLOWERS COM INC | $6.43万 | 0.05% | 18,482 | 18,482 | — | $6.43万 | 新建仓 |
| — | CAPSOVISION INC | $7.55万 | 0.05% | 9,961 | 9,961 | — | $7.55万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $10.10万 | 0.07% | 8,492 | 2,430 | 40.1% | $2.89万 | 加仓 |
| — | SILVER BOW MNG CORP | $10.14万 | 0.07% | 15,000 | 15,000 | — | $10.14万 | 新建仓 |
| — | SNDL INC | $12.91万 | 0.09% | 95,656 | 95,656 | — | $12.91万 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $14.51万 | 0.10% | 19,984 | 19,984 | — | $14.51万 | 新建仓 |
| IPX | IPERIONX LTD | $15.96万 | 0.11% | 5,367 | 5,367 | — | $15.96万 | 新建仓 |
| — | PROCESSA PHARMACEUTICALS INC | $16.37万 | 0.12% | 85,274 | 14,538 | 20.6% | $2.79万 | 加仓 |
| FIP | FTAI INFRASTRUCTURE INC | $16.73万 | 0.12% | 36,057 | 36,057 | — | $16.73万 | 新建仓 |
| DIN | DINE BRANDS GLOBAL INC | $16.82万 | 0.12% | 4,686 | 4,686 | — | $16.82万 | 新建仓 |
| — | ONCOLYTICS BIOTECH INC | $17.64万 | 0.12% | 185,712 | 185,712 | — | $17.64万 | 新建仓 |
| OSS | ONE STOP SYS INC | $20.36万 | 0.14% | 11,198 | 11,198 | — | $20.36万 | 新建仓 |
| — | CODA OCTOPUS GROUP INC | $21.96万 | 0.15% | 22,478 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.38万 | 0.16% | 2,004 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $25.43万 | 0.18% | 3,561 | 0 | 0.0% | — | 不变 |
| — | NANOVIRICIDES INC | $25.56万 | 0.18% | 185,217 | 185,217 | — | $25.56万 | 新建仓 |
| WMT | WALMART INC | $27.76万 | 0.20% | 2,451 | 0 | 0.0% | — | 不变 |
| — | ECO WAVE POWER GLOBAL AB | $29.17万 | 0.21% | 32,234 | 32,234 | — | $29.17万 | 新建仓 |
| TSLA | TESLA INC | $30.07万 | 0.21% | 715 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $30.95万 | 0.22% | 876 | 0 | 0.0% | — | 不变 |
| PAYS | PAYSIGN INC | $32.67万 | 0.23% | 39,885 | 39,885 | — | $32.67万 | 新建仓 |
| — | IDENTIV INC | $32.79万 | 0.23% | 130,120 | 130,120 | — | $32.79万 | 新建仓 |
| — | POLYPID LTD | $34.34万 | 0.24% | 67,600 | 67,600 | — | $34.34万 | 新建仓 |
| VELO | VELO3D INC | $34.50万 | 0.24% | 19,659 | 19,659 | — | $34.50万 | 新建仓 |
| SHAZ | SHARONAI HOLDINGS INC | $36.60万 | 0.26% | 4,323 | 4,323 | — | $36.60万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $39.28万 | 0.28% | 18,364 | 18,364 | — | $39.28万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $39.87万 | 0.28% | 4,058 | 0 | 0.0% | — | 不变 |
| BKSY | BLACKSKY TECHNOLOGY INC | $40.04万 | 0.28% | 14,341 | 14,341 | — | $40.04万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $40.26万 | 0.28% | 1,621 | 485 | 42.7% | $12.05万 | 加仓 |
| KOPN | KOPIN CORP | $40.60万 | 0.29% | 90,635 | 90,635 | — | $40.60万 | 新建仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $42.03万 | 0.30% | 148,524 | 148,524 | — | $42.03万 | 新建仓 |
| CSCO | CISCO SYS INC | $43.52万 | 0.31% | 3,705 | 0 | 0.0% | — | 不变 |
| — | CREXENDO INC | $46.49万 | 0.33% | 62,229 | 62,229 | — | $46.49万 | 新建仓 |
| GRRR | GORILLA TECHNOLOGY GROUP INC | $48.24万 | 0.34% | 24,268 | 24,268 | — | $48.24万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $54.43万 | 0.38% | 1,256 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $60.68万 | 0.43% | 8,043 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $61.69万 | 0.43% | 1,383 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $67.23万 | 0.47% | 1,825 | 307 | 20.2% | $11.31万 | 加仓 |
| — | DOMINARI HOLDINGS INC | $76.37万 | 0.54% | 243,223 | 128,994 | 112.9% | $40.50万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $78.84万 | 0.56% | 683 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $106.60万 | 0.75% | 6,736 | -16,512 | -71.0% | -$261.30万 | 减仓 |
| UMAC | UNUSUAL MACHS INC | $130.90万 | 0.92% | 58,701 | -50,259 | -46.1% | -$112.08万 | 减仓 |
| MELI | MERCADOLIBRE INC | $140.88万 | 0.99% | 830 | -419 | -33.5% | -$71.12万 | 减仓 |
| META | META PLATFORMS INC | $175.86万 | 1.24% | 3,122 | 1,204 | 62.8% | $67.82万 | 加仓 |
| AMZN | AMAZON COM INC | $180.66万 | 1.27% | 7,580 | 1,428 | 23.2% | $34.03万 | 加仓 |
| CCJ | CAMECO CORP | $191.09万 | 1.35% | 18,760 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $239.04万 | 1.68% | 6,689 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $374.75万 | 2.64% | 12,580 | 12,580 | — | $374.75万 | 新建仓 |
| QCOM | QUALCOMM INC | $516.62万 | 3.64% | 27,957 | -7,074 | -20.2% | -$130.72万 | 减仓 |
| IWO | ISHARES TR | $529.99万 | 3.73% | 13,453 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $535.43万 | 3.77% | 14,354 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $555.20万 | 3.91% | 5,935 | 5,621 | 1,790.1% | $525.83万 | 加仓 |
| AAPL | APPLE INC | $560.75万 | 3.95% | 19,379 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $569.99万 | 4.02% | 15,089 | 14,185 | 1,569.1% | $535.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $580.76万 | 4.09% | 29,025 | 27,440 | 1,731.2% | $549.05万 | 加仓 |
| DASH | DOORDASH INC | $582.54万 | 4.10% | 31,569 | 1,490 | 5.0% | $27.49万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $629.96万 | 4.44% | 13,191 | 13,191 | — | $629.96万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $708.07万 | 4.99% | 12,189 | 10,979 | 907.4% | $637.78万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $930.25万 | 6.55% | 23,392 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $1,024.86万 | 7.22% | 105,918 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $3,582.22万 | 25.24% | 48,645 | 12,850 | 35.9% | $946.27万 | 加仓 |