Sender Co & Partners, Inc.
NEW YORK NY · SEC CIK 0001659380
$1.65亿2026Q1 申报市值
53持仓数
67.7%前十大占比 · 第一大 10.3%
17 / 68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
XLV 加仓+$485.09万
RBLX 加仓+$453.10万
LASR 加仓+$440.30万
LLY 加仓+$402.68万
AAPL 重新持有+$385.84万
2026Q1 卖出最多 按季末市值估算
META 减仓-$623.79万
KVUE 减仓-$545.34万
NVDA 减仓-$542.91万
CEG 清仓-$517.86万
WRBY 减仓-$419.83万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $59.34万 | 0.36% | 13,447 | 13,447 | — | $59.34万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.59万 | 0.37% | 1,793 | 1,016 | 130.8% | $34.34万 | 重新持有 |
| CORZ | CORE SCIENTIFIC INC NEW | $67.06万 | 0.41% | 44,825 | 30,015 | 202.7% | $44.90万 | 重新持有 |
| TTMI | TTM TECHNOLOGIES INC | $69.87万 | 0.42% | 7,172 | 7,172 | — | $69.87万 | 新建仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $112.78万 | 0.69% | 44,825 | 31,872 | 246.1% | $80.19万 | 重新持有 |
| WRBY | WARBY PARKER INC | $120.89万 | 0.73% | 57,376 | -199,253 | -77.6% | -$419.83万 | 减仓 |
| VELO | VELO3D INC | $134.69万 | 0.82% | 143,440 | 143,440 | — | $134.69万 | 新建仓 |
| Z | ZILLOW GROUP INC | $137.25万 | 0.83% | 33,169 | -5,690 | -14.6% | -$23.55万 | 重新持有 |
| — | AST SPACEMOBILE INC 看涨期权 | $140.88万 | 0.86% | 17,000 | -142,600 | -89.3% | -$1,181.73万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $153.22万 | 0.93% | 4,483 | 4,483 | — | $153.22万 | 新建仓 |
| — | VIKING THERAPEUTICS INC 看涨期权 | $175.07万 | 1.06% | 53,800 | 27,900 | 107.7% | $90.79万 | 加仓 |
| V | VISA INC | $189.69万 | 1.15% | 6,276 | 6,276 | — | $189.69万 | 新建仓 |
| NKE | NIKE INC | $236.77万 | 1.44% | 44,825 | 24,130 | 116.6% | $127.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $281.43万 | 1.71% | 16,137 | -31,130 | -65.9% | -$542.91万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $297.17万 | 1.81% | 35,860 | -23,627 | -39.7% | -$195.80万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $302.20万 | 1.84% | 179,243 | 179,243 | — | $302.20万 | 新建仓 |
| MSOS | ADVISORSHARES TR | $302.33万 | 1.84% | 851,638 | -206,014 | -19.5% | -$73.13万 | 减仓 |
| — | HONEYWELL INTL INC | $303.94万 | 1.85% | 13,447 | -10,700 | -44.3% | -$241.85万 | 减仓 |
| NN | NEXTNAV INC | $324.58万 | 1.97% | 202,609 | 116,359 | 134.9% | $186.41万 | 加仓 |
| — | LIONSGATE STUDIOS CORP 看涨期权 | $343.90万 | 2.09% | 358,600 | 143,000 | 66.3% | $137.14万 | 加仓 |
| FICO | FAIR ISAAC CORP | $354.00万 | 2.15% | 3,316 | 3,058 | 1,185.3% | $326.45万 | 加仓 |
| — | CORE SCIENTIFIC INC NEW 看涨期权 | $482.91万 | 2.93% | 322,800 | 98,300 | 43.8% | $147.06万 | 重新持有 |
| RBLX | ROBLOX CORP | $608.47万 | 3.70% | 107,579 | 80,110 | 291.6% | $453.10万 | 加仓 |
| AAPL | APPLE INC | $659.78万 | 4.01% | 25,997 | 15,203 | 140.8% | $385.84万 | 重新持有 |
| LASR | NLIGHT INC | $715.66万 | 4.35% | 125,510 | 77,218 | 159.9% | $440.30万 | 加仓 |
| AUR | AURORA INNOVATION INC | $886.46万 | 5.39% | 2,151,600 | 426,693 | 24.7% | $175.80万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,117.18万 | 6.79% | 76,201 | 33,087 | 76.7% | $485.09万 | 加仓 |
| LLY | ELI LILLY & CO | $1,195.70万 | 7.27% | 13,000 | 4,378 | 50.8% | $402.68万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,210.80万 | 7.36% | 125,510 | 39,268 | 45.5% | $378.82万 | 加仓 |
| — | ELI LILLY & CO 看涨期权 | $1,352.06万 | 8.22% | 14,700 | 13,800 | 1,533.3% | $1,269.28万 | 重新持有 |
| BA | BOEING CO | $1,695.04万 | 10.30% | 85,165 | 14,448 | 20.4% | $287.56万 | 加仓 |
| KVUE | KENVUE INC | $1,700.12万 | 10.33% | 986,149 | -316,322 | -24.3% | -$545.34万 | 减仓 |