Capital Impact Advisors, LLC
Boston MA · SEC CIK 0001602198
$2.47亿2026Q1 申报市值
30持仓数
48.1%前十大占比 · 第一大 7.8%
5 / 5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
GOOGL 新建仓+$902.33万
GMED 新建仓+$720.97万
AXON 新建仓+$681.59万
MDB 新建仓+$560.06万
ROKU 新建仓+$534.74万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$1.24亿
CART 清仓-$6,113.26万
META 减仓-$5,155.81万
EXEL 减仓-$3,958.69万
AR 清仓-$3,951.79万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $1,939.15万 | 7.84% | 111,190 | -710,631 | -86.5% | -$1.24亿 | 减仓 |
| META | META PLATFORMS INC CLASS A | $1,601.28万 | 6.47% | 27,988 | -90,116 | -76.3% | -$5,155.81万 | 减仓 |
| UI | UBIQUITI INC | $1,337.57万 | 5.40% | 16,925 | -24,009 | -58.7% | -$1,897.41万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,242.44万 | 5.02% | 101,192 | -157,579 | -60.9% | -$1,934.75万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC A | $1,217.09万 | 4.92% | 83,203 | -120,316 | -59.1% | -$1,759.98万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GRO CL A | $1,119.02万 | 4.52% | 166,843 | -327,114 | -66.2% | -$2,193.95万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $902.33万 | 3.65% | 31,379 | 31,379 | — | $902.33万 | 新建仓 |
| TSLA | TESLA INC | $888.59万 | 3.59% | 23,903 | -63,277 | -72.6% | -$2,352.32万 | 减仓 |
| RMD | RESMED INC | $854.06万 | 3.45% | 38,046 | -121,312 | -76.1% | -$2,723.21万 | 减仓 |
| APP | APPLOVIN CORP CLASS A | $813.71万 | 3.29% | 20,445 | -41,384 | -66.9% | -$1,647.08万 | 减仓 |
| NTRA | NATERA INC | $800.62万 | 3.24% | 40,033 | -138,534 | -77.6% | -$2,770.54万 | 减仓 |
| DASH | DOORDASH INC A | $797.60万 | 3.22% | 53,120 | -97,225 | -64.7% | -$1,459.83万 | 减仓 |
| ORCL | ORACLE CORP | $797.01万 | 3.22% | 54,178 | -113,914 | -67.8% | -$1,675.79万 | 减仓 |
| RKLB | ROCKET LABCORP | $761.26万 | 3.08% | 118,539 | -334,189 | -73.8% | -$2,146.16万 | 减仓 |
| EXEL | EXELIXIS INC | $735.47万 | 2.97% | 171,479 | -922,987 | -84.3% | -$3,958.69万 | 减仓 |
| GMED | GLOBUS MEDICAL INC A | $720.97万 | 2.91% | 83,678 | 83,678 | — | $720.97万 | 新建仓 |
| VEEV | VEEVA SYSTEMS INC CLASS A | $712.72万 | 2.88% | 40,574 | -152,876 | -79.0% | -$2,685.42万 | 减仓 |
| HOOD | ROBINHOODMARKETS INC A | $688.93万 | 2.78% | 99,412 | -172,021 | -63.4% | -$1,192.11万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $681.59万 | 2.75% | 16,049 | 16,049 | — | $681.59万 | 新建仓 |
| MEDP | MEDPACE HOLDINGS INC | $678.51万 | 2.74% | 14,130 | -69,832 | -83.2% | -$3,353.26万 | 减仓 |
| TOST | TOAST INCCLASS A | $631.68万 | 2.55% | 238,280 | -1,171,484 | -83.1% | -$3,105.60万 | 减仓 |
| ZS | ZSCALER INC | $618.71万 | 2.50% | 44,102 | -97,086 | -68.8% | -$1,362.02万 | 减仓 |
| MDB | MONGODB INC | $560.06万 | 2.26% | 22,881 | 22,881 | — | $560.06万 | 新建仓 |
| RDDT | REDDIT INCCL A | $554.84万 | 2.24% | 41,206 | -77,919 | -65.4% | -$1,049.18万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $535.59万 | 2.16% | 125,843 | -639,474 | -83.6% | -$2,721.60万 | 减仓 |
| ROKU | ROKU INC | $534.74万 | 2.16% | 56,514 | 56,514 | — | $534.74万 | 新建仓 |
| COIN | COINBASE GLOBAL INC CLASS A | $525.10万 | 2.12% | 30,073 | -57,419 | -65.6% | -$1,002.59万 | 减仓 |
| TTD | TRADE DESKINC/THE CLASS A | $510.52万 | 2.06% | 224,999 | -225,120 | -50.0% | -$510.80万 | 减仓 |
| AFRM | AFFIRM HOLDINGS INC | $503.64万 | 2.04% | 109,917 | -621,335 | -85.0% | -$2,846.96万 | 减仓 |
| PATH | UIPATH INCCLASS A | $482.72万 | 1.95% | 434,882 | -2,753,724 | -86.4% | -$3,056.63万 | 减仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | -1,359,107 | -100.0% | -$6,113.26万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -1,146,775 | -100.0% | -$3,951.79万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -271,264 | -100.0% | -$3,688.92万 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -128,314 | -100.0% | -$2,985.23万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -309,152 | -100.0% | -$2,898.61万 | 清仓 |