Alphabet Inc.
Mountain View CA · SEC CIK 0001652044
$40.16亿2026Q1 申报市值
26持仓数
94.0%前十大占比 · 第一大 25.6%
3 / 6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
CME 新建仓+$10.29亿
PL 加仓+$9,240.97万
PAYP 新建仓+$6,668.75万
LIFE 新建仓+$4,211.26万
2026Q1 卖出最多 按季末市值估算
DXCM 清仓-$6,882.15万
RVMD 减仓-$511.31万
WGS 清仓-$295.38万
EXACT SCIENCES C 清仓-$235.67万
GLUE 减仓-$99.81万
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 |
|---|---|---|---|---|---|---|---|---|
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -1,036,937 | -100.0% | -$6,882.15万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -22,711 | -100.0% | -$295.38万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -23,205 | -100.0% | -$235.67万 | 清仓 |
| — | QUINCE THERAPEUTICS INC | $0 | 0.00% | 0 | -189,122 | -100.0% | -$63.36万 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC | $0 | 0.00% | 0 | -14,262 | -100.0% | -$16.13万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -383 | -100.0% | -$6.28万 | 清仓 |
| — | TENAYA THERAPEUTICS INC | $63.18万 | 0.02% | 915,705 | 0 | 0.0% | — | 不变 |
| AUTL | AUTOLUS THERAPEUTICS PLC | $96.36万 | 0.02% | 698,262 | 0 | 0.0% | — | 不变 |
| — | HYPERFINE INC | $97.06万 | 0.02% | 898,720 | 0 | 0.0% | — | 不变 |
| — | SPERO THERAPEUTICS INC | $208.26万 | 0.05% | 889,979 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $455.74万 | 0.11% | 215,582 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $552.84万 | 0.14% | 481,988 | 0 | 0.0% | — | 不变 |
| LYEL | LYELL IMMUNOPHARMA INC | $588.27万 | 0.15% | 293,256 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $766.38万 | 0.19% | 321,604 | 0 | 0.0% | — | 不变 |
| SANA | SANA BIOTECHNOLOGY INC | $810.00万 | 0.20% | 2,812,500 | 0 | 0.0% | — | 不变 |
| VERA | VERA THERAPEUTICS INC | $970.61万 | 0.24% | 241,264 | 0 | 0.0% | — | 不变 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $1,125.63万 | 0.28% | 684,275 | -60,673 | -8.1% | -$99.81万 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC | $1,556.35万 | 0.39% | 1,564,173 | -4,580 | -0.3% | -$4.56万 | 减仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $2,526.70万 | 0.63% | 2,823,126 | 0 | 0.0% | — | 不变 |
| MAZE | MAZE THERAPEUTICS INC | $4,144.92万 | 1.03% | 1,388,583 | 0 | 0.0% | — | 不变 |
| LIFE | ETHOS TECHNOLOGIES INC | $4,211.26万 | 1.05% | 3,770,156 | 3,770,156 | — | $4,211.26万 | 新建仓 |
| PRME | PRIME MEDICINE INC | $5,763.75万 | 1.44% | 16,562,498 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC | $5,896.28万 | 1.47% | 2,724,712 | 0 | 0.0% | — | 不变 |
| PAYP | PAYPAY CORP | $6,668.75万 | 1.66% | 3,125,000 | 3,125,000 | — | $6,668.75万 | 新建仓 |
| TEM | TEMPUS AI INC | $7,014.08万 | 1.75% | 1,551,102 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $7,808.11万 | 1.94% | 7,034,337 | 0 | 0.0% | — | 不变 |
| FRSH | FRESHWORKS INC | $1.30亿 | 3.24% | 16,206,643 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $2.97亿 | 7.39% | 1,960,784 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $3.20亿 | 7.97% | 3,292,525 | -52,577 | -1.6% | -$511.31万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $7.41亿 | 18.46% | 8,943,486 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $9.85亿 | 24.53% | 35,248,893 | 3,306,252 | 10.4% | $9,240.97万 | 加仓 |
| CME | CME GROUP INC | $10.29亿 | 25.63% | 3,484,020 | 3,484,020 | — | $10.29亿 | 新建仓 |