Sender Co & Partners, Inc.
NEW YORK NY · SEC CIK 0001659380
$3.45亿2026Q2 申报市值
120持仓数
47.4%前十大占比 · 第一大 7.5%
79 / 23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
ASTS 加仓+$1,561.79万
ZM 重新持有+$1,183.53万
BA 加仓+$729.57万
V 加仓+$680.66万
AMZN 重新持有+$571.37万
2026Q2 卖出最多 按季末市值估算
XLV 减仓-$866.09万
USAR 重新持有-$757.47万
KMB 减仓-$685.79万
AAPL 减仓-$620.94万
RBLX 清仓-$608.47万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $2,573.14万 | 7.46% | 118,868 | 33,703 | 39.6% | $729.57万 | 加仓 |
| KVUE | KENVUE INC | $1,892.94万 | 5.49% | 990,550 | 4,401 | 0.4% | $8.41万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $1,880.44万 | 5.45% | 211,618 | 175,758 | 490.1% | $1,561.79万 | 加仓 |
| AUR | AURORA INNOVATION INC | $1,842.42万 | 5.34% | 2,701,503 | 549,903 | 25.6% | $375.03万 | 加仓 |
| LLY | ELI LILLY & CO | $1,512.12万 | 4.38% | 12,607 | -393 | -3.0% | -$47.14万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,453.09万 | 4.21% | 168,357 | 137,125 | 439.1% | $1,183.53万 | 重新持有 |
| — | MICROSOFT CORP 看涨期权 | $1,428.67万 | 4.14% | 38,300 | 38,300 | — | $1,428.67万 | 新建仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $1,336.72万 | 3.88% | 17,900 | 17,900 | — | $1,336.72万 | 新建仓 |
| — | AST SPACEMOBILE INC 看涨期权 | $1,281.36万 | 3.72% | 144,200 | 127,200 | 748.2% | $1,130.30万 | 加仓 |
| AMZN | AMAZON COM INC | $1,162.62万 | 3.37% | 48,780 | 23,973 | 96.6% | $571.37万 | 重新持有 |
| V | VISA INC | $895.98万 | 2.60% | 26,115 | 19,839 | 316.1% | $680.66万 | 加仓 |
| LASR | NLIGHT INC | $890.22万 | 2.58% | 127,869 | 2,359 | 1.9% | $16.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $846.86万 | 2.46% | 42,324 | 26,187 | 162.3% | $523.98万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $691.94万 | 2.01% | 63,035 | -62,475 | -49.8% | -$685.79万 | 减仓 |
| — | VIKING THERAPEUTICS INC 看涨期权 | $649.91万 | 1.88% | 166,600 | 112,800 | 209.7% | $440.03万 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $553.12万 | 1.60% | 198,109 | 153,284 | 342.0% | $427.97万 | 加仓 |
| — | INVESCO QQQ TR 看跌期权 | $493.39万 | 1.43% | 6,700 | 2,300 | 52.3% | $169.37万 | 重新持有 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $492.99万 | 1.43% | 355,692 | 176,449 | 98.4% | $244.56万 | 加仓 |
| USAR | USA RARE EARTH INC | $466.39万 | 1.35% | 216,120 | -351,007 | -61.9% | -$757.47万 | 重新持有 |
| FICO | FAIR ISAAC CORP | $430.36万 | 1.25% | 3,602 | 286 | 8.6% | $34.17万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $395.74万 | 1.15% | 21,612 | 21,612 | — | $395.74万 | 新建仓 |
| — | BOSTON SCIENTIFIC CORP 看涨期权 | $384.12万 | 1.11% | 90,000 | 90,000 | — | $384.12万 | 新建仓 |
| CRM | SALESFORCE INC | $380.89万 | 1.10% | 24,313 | 24,313 | — | $380.89万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $342.91万 | 0.99% | 21,613 | -54,588 | -71.6% | -$866.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $335.08万 | 0.97% | 8,983 | 8,276 | 1,170.6% | $308.71万 | 重新持有 |
| NOK | NOKIA CORP | $334.84万 | 0.97% | 252,139 | 216,280 | 603.1% | $287.22万 | 加仓 |
| — | KRANESHARES TRUST 看涨期权 | $327.89万 | 0.95% | 135,100 | 135,100 | — | $327.89万 | 新建仓 |
| — | TERAWULF INC 看涨期权 | $311.47万 | 0.90% | 126,100 | 126,100 | — | $311.47万 | 新建仓 |
| IBB | ISHARES TR | $308.28万 | 0.89% | 16,209 | 16,209 | — | $308.28万 | 新建仓 |
| — | LEMONADE INC 看涨期权 | $292.73万 | 0.85% | 45,000 | 45,000 | — | $292.73万 | 新建仓 |
| — | BOEING CO 看涨期权 | $292.23万 | 0.85% | 13,500 | 13,500 | — | $292.23万 | 新建仓 |
| — | LISTED FDS TR 看涨期权 | $289.35万 | 0.84% | 45,000 | 45,000 | — | $289.35万 | 新建仓 |
| WRBY | WARBY PARKER INC | $273.21万 | 0.79% | 90,051 | 32,675 | 56.9% | $99.14万 | 加仓 |
| GOOGL | ALPHABET INC | $257.45万 | 0.75% | 7,204 | 5,480 | 317.9% | $195.84万 | 重新持有 |
| — | PAPA JOHNS INTL INC 看涨期权 | $248.20万 | 0.72% | 67,500 | 67,500 | — | $248.20万 | 新建仓 |
| — | UPSTART HLDGS INC 看涨期权 | $223.21万 | 0.65% | 63,000 | 63,000 | — | $223.21万 | 新建仓 |
| HD | HOME DEPOT INC | $222.36万 | 0.64% | 6,305 | -594 | -8.6% | -$20.95万 | 重新持有 |
| SPOT | SPOTIFY TECHNOLOGY S A | $206.70万 | 0.60% | 4,502 | 4,502 | — | $206.70万 | 新建仓 |
| CLS | CELESTICA INC | $197.10万 | 0.57% | 5,403 | 5,403 | — | $197.10万 | 新建仓 |
| TE | T1 ENERGY INC | $179.27万 | 0.52% | 189,106 | 99,456 | 110.9% | $94.28万 | 加仓 |
| — | UBER TECHNOLOGIES INC 看涨期权 | $178.96万 | 0.52% | 24,800 | 24,800 | — | $178.96万 | 新建仓 |
| NN | NEXTNAV INC | $176.62万 | 0.51% | 99,055 | -103,554 | -51.1% | -$184.64万 | 减仓 |
| — | PALANTIR TECHNOLOGIES INC 看涨期权 | $173.84万 | 0.50% | 14,900 | 14,900 | — | $173.84万 | 新建仓 |
| — | QUANTUMSCAPE CORP 看涨期权 | $170.25万 | 0.49% | 225,200 | 225,200 | — | $170.25万 | 新建仓 |
| AVGO | BROADCOM INC | $170.10万 | 0.49% | 4,503 | 4,503 | — | $170.10万 | 新建仓 |
| QCOM | QUALCOMM INC | $165.39万 | 0.48% | 8,950 | 8,950 | — | $165.39万 | 新建仓 |
| — | FUELCELL ENERGY INC 看涨期权 | $162.04万 | 0.47% | 45,000 | 45,000 | — | $162.04万 | 新建仓 |
| GDX | VANECK ETF TRUST | $135.89万 | 0.39% | 18,010 | 18,010 | — | $135.89万 | 新建仓 |
| AAPL | APPLE INC | $131.31万 | 0.38% | 4,538 | -21,459 | -82.5% | -$620.94万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $130.75万 | 0.38% | 135,077 | 99,216 | 276.7% | $96.04万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $129.40万 | 0.38% | 1,121 | 1,121 | — | $129.40万 | 新建仓 |
| — | AIRBNB INC 看涨期权 | $128.79万 | 0.37% | 9,000 | 9,000 | — | $128.79万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $119.06万 | 0.35% | 1,864 | 1,864 | — | $119.06万 | 新建仓 |
| — | ZOOM COMMUNICATIONS INC 看涨期权 | $117.38万 | 0.34% | 13,600 | 13,600 | — | $117.38万 | 新建仓 |
| Z | ZILLOW GROUP INC | $113.53万 | 0.33% | 36,020 | 2,851 | 8.6% | $8.99万 | 加仓 |
| OUST | OUSTER INC | $112.60万 | 0.33% | 18,010 | 18,010 | — | $112.60万 | 新建仓 |
| KWEB | KRANESHARES TRUST | $110.18万 | 0.32% | 45,026 | 45,026 | — | $110.18万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $107.09万 | 0.31% | 6,304 | 6,304 | — | $107.09万 | 新建仓 |
| — | NEXTNAV INC 看涨期权 | $104.66万 | 0.30% | 58,700 | 36,300 | 162.1% | $64.72万 | 加仓 |
| — | COURSERA INC 看涨期权 | $101.63万 | 0.29% | 180,200 | 180,200 | — | $101.63万 | 新建仓 |
| — | ENERGY RECOVERY INC 看涨期权 | $101.47万 | 0.29% | 112,500 | 112,500 | — | $101.47万 | 新建仓 |
| — | RECURSION PHARMACEUTICALS IN 看涨期权 | $99.16万 | 0.29% | 270,200 | 184,000 | 213.5% | $67.53万 | 重新持有 |
| — | TEMPUS AI INC 看涨期权 | $91.53万 | 0.27% | 15,800 | 15,800 | — | $91.53万 | 新建仓 |
| — | HAWKEYE 360 INC 看涨期权 | $90.99万 | 0.26% | 45,000 | 45,000 | — | $90.99万 | 新建仓 |
| — | VITA COCO CO INC 看跌期权 | $89.95万 | 0.26% | 13,600 | 13,600 | — | $89.95万 | 新建仓 |
| NOW | SERVICENOW INC | $89.39万 | 0.26% | 9,004 | 9,004 | — | $89.39万 | 新建仓 |
| — | NIKE INC 看涨期权 | $83.33万 | 0.24% | 20,300 | 20,300 | — | $83.33万 | 新建仓 |
| MSOS | ADVISORSHARES TR | $82.34万 | 0.24% | 162,091 | -689,547 | -81.0% | -$350.29万 | 减仓 |
| — | NAVITAS SEMICONDUCTOR CORP 看涨期权 | $80.64万 | 0.23% | 45,000 | 45,000 | — | $80.64万 | 新建仓 |
| PL | PLANET LABS PBC | $80.55万 | 0.23% | 24,314 | 24,314 | — | $80.55万 | 新建仓 |
| — | AMERICAN EAGLE OUTFITTERS IN 看涨期权 | $77.40万 | 0.22% | 45,000 | 45,000 | — | $77.40万 | 新建仓 |
| — | SHARONAI HOLDINGS INC 看涨期权 | $76.19万 | 0.22% | 9,000 | 9,000 | — | $76.19万 | 新建仓 |
| — | LIGHTWAVE LOGIC INC 看涨期权 | $72.46万 | 0.21% | 76,600 | 76,600 | — | $72.46万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $70.71万 | 0.21% | 4,503 | 4,503 | — | $70.71万 | 新建仓 |
| — | NETAPP INC 看涨期权 | $69.64万 | 0.20% | 4,500 | 4,500 | — | $69.64万 | 新建仓 |
| MRK | MERCK & CO INC | $69.44万 | 0.20% | 5,404 | 5,404 | — | $69.44万 | 新建仓 |
| — | ARRAY TECHNOLOGIES INC 看涨期权 | $66.69万 | 0.19% | 90,000 | 90,000 | — | $66.69万 | 新建仓 |
| — | ENERGY FUELS INC 看涨期权 | $65.25万 | 0.19% | 45,000 | 45,000 | — | $65.25万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC | $64.85万 | 0.19% | 18,008 | 18,008 | — | $64.85万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $63.11万 | 0.18% | 7,319 | 7,319 | — | $63.11万 | 新建仓 |
| — | ELDORADO GOLD CORP NEW 看涨期权 | $62.80万 | 0.18% | 20,200 | 20,200 | — | $62.80万 | 新建仓 |
| — | IREN LIMITED 看涨期权 | $62.19万 | 0.18% | 13,600 | 13,600 | — | $62.19万 | 新建仓 |
| OKTA | OKTA INC | $62.07万 | 0.18% | 4,549 | 4,549 | — | $62.07万 | 新建仓 |
| PENG | PENGUIN SOLUTIONS INC | $61.60万 | 0.18% | 8,104 | 8,104 | — | $61.60万 | 新建仓 |
| VELO | VELO3D INC | $58.47万 | 0.17% | 33,319 | -110,121 | -76.8% | -$193.26万 | 减仓 |
| — | CORE SCIENTIFIC INC NEW 看涨期权 | $57.58万 | 0.17% | 22,500 | -300,300 | -93.0% | -$768.47万 | 减仓 |
| — | PINTEREST INC 看涨期权 | $56.78万 | 0.16% | 27,000 | 27,000 | — | $56.78万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $56.43万 | 0.16% | 3,689 | -2,587 | -41.2% | -$39.57万 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $54.62万 | 0.16% | 6,628 | 6,628 | — | $54.62万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $53.50万 | 0.16% | 3,241 | 3,241 | — | $53.50万 | 新建仓 |
| — | AMAZON COM INC 看涨期权 | $52.43万 | 0.15% | 2,200 | -15,100 | -87.3% | -$359.89万 | 重新持有 |
| — | DOORDASH INC 看涨期权 | $49.82万 | 0.14% | 2,700 | 2,700 | — | $49.82万 | 新建仓 |
| — | INFLEQTION INC 看涨期权 | $47.95万 | 0.14% | 36,000 | 36,000 | — | $47.95万 | 新建仓 |
| — | POET TECHNOLOGIES INC 看涨期权 | $46.26万 | 0.13% | 45,000 | 45,000 | — | $46.26万 | 新建仓 |
| — | ADVISORSHARES TR 看涨期权 | $45.77万 | 0.13% | 90,100 | 90,100 | — | $45.77万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $45.76万 | 0.13% | 4,502 | 191 | 4.4% | $1.94万 | 重新持有 |
| — | ADEIA INC 看涨期权 | $44.78万 | 0.13% | 13,600 | 13,600 | — | $44.78万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $44.34万 | 0.13% | 9,005 | 9,005 | — | $44.34万 | 新建仓 |
| WOLF | WOLFSPEED INC | $43.44万 | 0.13% | 9,004 | 9,004 | — | $43.44万 | 新建仓 |
| — | ENERGY VAULT HOLDINGS INC 看涨期权 | $42.44万 | 0.12% | 90,100 | 90,100 | — | $42.44万 | 新建仓 |