Capital Impact Advisors, LLC
Boston MA · SEC CIK 0001602198
$17.83亿2026Q2 申报市值
29持仓数
58.5%前十大占比 · 第一大 11.5%
5 / 6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
NVDA 加仓+$1.84亿
ALAB 新建仓+$1.68亿
GOOGL 加仓+$1.31亿
META 加仓+$8,136.78万
APP 加仓+$7,532.51万
2026Q2 卖出最多 按季末市值估算
IBKR 清仓-$1,119.02万
ORCL 清仓-$797.01万
ZS 清仓-$618.71万
COIN 清仓-$525.10万
TTD 清仓-$510.52万
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 |
|---|---|---|---|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GRO CL A | $0 | 0.00% | 0 | -166,843 | -100.0% | -$1,119.02万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -54,178 | -100.0% | -$797.01万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -44,102 | -100.0% | -$618.71万 | 清仓 |
| COIN | COINBASE GLOBAL INC CLASS A | $0 | 0.00% | 0 | -30,073 | -100.0% | -$525.10万 | 清仓 |
| TTD | TRADE DESKINC/THE CLASS A | $0 | 0.00% | 0 | -224,999 | -100.0% | -$510.52万 | 清仓 |
| PATH | UIPATH INCCLASS A | $0 | 0.00% | 0 | -434,882 | -100.0% | -$482.72万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,215.37万 | 0.68% | 104,172 | 20,969 | 25.2% | $244.65万 | 加仓 |
| UI | UBIQUITI INC | $2,002.99万 | 1.12% | 37,507 | 20,582 | 121.6% | $1,099.14万 | 加仓 |
| GMED | GLOBUS MED INC | $2,924.69万 | 1.64% | 370,167 | 286,489 | 342.4% | $2,263.55万 | 加仓 |
| RMD | RESMED INC | $2,952.92万 | 1.66% | 151,525 | 113,479 | 298.3% | $2,211.48万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $3,396.68万 | 1.90% | 1,133,361 | 1,007,518 | 800.6% | $3,019.53万 | 加仓 |
| TSLA | TESLA INC | $3,546.16万 | 1.99% | 84,312 | 60,409 | 252.7% | $2,540.80万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $3,624.46万 | 2.03% | 68,439 | 54,309 | 384.4% | $2,876.15万 | 加仓 |
| TOST | TOAST INC | $3,723.26万 | 2.09% | 1,338,338 | 1,100,058 | 461.7% | $3,060.36万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $3,839.09万 | 2.15% | 27,772 | 27,772 | — | $3,839.09万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $3,924.62万 | 2.20% | 1,553,691 | 1,553,691 | — | $3,924.62万 | 新建仓 |
| VIRT | VIRTU FINL INC | $4,042.77万 | 2.27% | 678,658 | 678,658 | — | $4,042.77万 | 新建仓 |
| EXEL | EXELIXIS INC | $4,106.13万 | 2.30% | 754,664 | 583,185 | 340.1% | $3,173.11万 | 加仓 |
| DASH | DOORDASH INC | $4,436.40万 | 2.49% | 240,416 | 187,296 | 352.6% | $3,456.17万 | 加仓 |
| TEM | TEMPUS AI INC | $4,464.71万 | 2.50% | 770,707 | 770,707 | — | $4,464.71万 | 新建仓 |
| ROKU | ROKU INC | $4,700.53万 | 2.64% | 340,273 | 283,759 | 502.1% | $3,919.85万 | 加仓 |
| MDB | MONGODB INC | $4,968.90万 | 2.79% | 147,928 | 125,047 | 546.5% | $4,200.33万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $5,028.62万 | 2.82% | 296,010 | 194,818 | 192.5% | $3,309.57万 | 加仓 |
| RKLB | ROCKET LAB CORP | $5,431.02万 | 3.05% | 534,286 | 415,747 | 350.7% | $4,226.07万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $5,659.58万 | 3.17% | 100,954 | 84,905 | 529.0% | $4,759.86万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $5,741.65万 | 3.22% | 704,065 | 594,148 | 540.5% | $4,845.28万 | 加仓 |
| RDDT | REDDIT INC | $6,041.45万 | 3.39% | 348,050 | 306,844 | 744.7% | $5,326.20万 | 加仓 |
| VEEV | VEEVA SYS INC | $6,880.48万 | 3.86% | 387,698 | 347,124 | 855.5% | $6,160.41万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $7,726.98万 | 4.33% | 770,540 | 671,128 | 675.1% | $6,730.07万 | 加仓 |
| NTRA | NATERA INC | $8,041.11万 | 4.51% | 296,228 | 256,195 | 640.0% | $6,954.41万 | 加仓 |
| APP | APPLOVIN CORP | $8,585.90万 | 4.81% | 166,642 | 146,197 | 715.1% | $7,532.51万 | 加仓 |
| META | META PLATFORMS INC | $9,713.32万 | 5.45% | 172,439 | 144,451 | 516.1% | $8,136.78万 | 加仓 |
| GOOGL | ALPHABET INC | $1.42亿 | 7.95% | 396,788 | 365,409 | 1,164.5% | $1.31亿 | 加仓 |
| ALAB | ASTERA LABS INC | $1.68亿 | 9.44% | 348,617 | 348,617 | — | $1.68亿 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $2.06亿 | 11.55% | 1,029,215 | 918,025 | 825.6% | $1.84亿 | 加仓 |