NIGHTVIEW CAPITAL, LLC
Clearwater FL · SEC CIK 0001680843
$1.31亿2026Q1 申报市值
15持仓数
81.2%前十大占比 · 第一大 28.2%
8 / 7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
ADSK 新建仓+$730.74万
AXON 新建仓+$676.57万
ORCL 新建仓+$619.58万
BEP 新建仓+$561.95万
ISRG 新建仓+$489.20万
2026Q1 卖出最多 按季末市值估算
AMZN 减仓-$898.46万
GOOG 清仓-$846.82万
BABA 清仓-$796.44万
H 清仓-$732.01万
WYNN 清仓-$720.91万
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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $3,686.46万 | 28.23% | 99,165 | -6,081 | -5.8% | -$226.06万 | 减仓 |
| AMZN | AMAZON COM INC | $985.43万 | 7.55% | 47,315 | -43,139 | -47.7% | -$898.46万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $922.91万 | 7.07% | 52,919 | 16,483 | 45.2% | $287.46万 | 加仓 |
| MS | MORGAN STANLEY | $805.11万 | 6.17% | 48,922 | 2,064 | 4.4% | $33.97万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $788.97万 | 6.04% | 9,326 | -817 | -8.1% | -$69.12万 | 减仓 |
| ADSK | AUTODESK INC | $730.74万 | 5.60% | 30,524 | 30,524 | — | $730.74万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $726.33万 | 5.56% | 62,042 | -27,899 | -31.0% | -$326.61万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $676.57万 | 5.18% | 15,931 | 15,931 | — | $676.57万 | 新建仓 |
| NFLX | NETFLIX INC. | $654.22万 | 5.01% | 68,042 | 7,410 | 12.2% | $71.25万 | 加仓 |
| ORCL | ORACLE CORP | $619.58万 | 4.75% | 42,117 | 42,117 | — | $619.58万 | 新建仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $561.95万 | 4.30% | 172,167 | 172,167 | — | $561.95万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $489.20万 | 3.75% | 10,612 | 10,612 | — | $489.20万 | 新建仓 |
| CRM | SALESFORCE INC | $473.32万 | 3.63% | 25,356 | 25,356 | — | $473.32万 | 新建仓 |
| SHOP | SHOPIFY INC | $469.43万 | 3.60% | 39,574 | 39,574 | — | $469.43万 | 新建仓 |
| NOW | SERVICENOW INC | $466.69万 | 3.57% | 44,638 | 44,638 | — | $466.69万 | 新建仓 |
| TSLA | TESLA INC 看涨期权 | $0 | 0.00% | 0 | -133,600 | -100.0% | -$6,008.26万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD 看涨期权 | $0 | 0.00% | 0 | -139,100 | -100.0% | -$2,038.93万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -26,986 | -100.0% | -$846.82万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -54,335 | -100.0% | -$796.44万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -45,659 | -100.0% | -$732.01万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -59,911 | -100.0% | -$720.91万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | -21,504 | -100.0% | -$653.49万 | 清仓 |