PIER 88 INVESTMENT PARTNERS LLC
SAN FRANCISCO CA · SEC CIK 0001697366
$4.21亿2026Q2 申报市值
110持仓数
52.5%前十大占比 · 第一大 6.5%
16 / 20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
ALPHABET INC 新建仓+$2,018.81万
WEC 加仓+$1,120.06万
LNT 新建仓+$1,098.20万
SOUTHERN CO 加仓+$1,001.26万
NET 新建仓+$635.41万
2026Q2 卖出最多 按季末市值估算
HEWLETT PACKARD 减仓-$1,798.51万
OKTA INC 清仓-$1,649.34万
VENTAS RLTY LTD 清仓-$1,332.26万
ON 减仓-$872.42万
AMERICAN WTR CAP 清仓-$685.49万
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 |
|---|---|---|---|---|---|---|---|---|
| — | OKTA INC | $0 | 0.00% | 0 | -16,660,000 | -100.0% | -$1,649.34万 | 清仓 |
| — | VENTAS RLTY LTD PARTNERSHIP | $0 | 0.00% | 0 | -8,960,000 | -100.0% | -$1,332.26万 | 清仓 |
| — | AMERICAN WTR CAP CORP | $0 | 0.00% | 0 | -6,870,000 | -100.0% | -$685.49万 | 清仓 |
| — | MICROCHIP TECHNOLOGY INC. DEP | $0 | 0.00% | 0 | -68,000 | -100.0% | -$387.40万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -33,200 | -100.0% | -$287.68万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -9,100 | -100.0% | -$258.22万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -8,400 | -100.0% | -$103.14万 | 清仓 |
| FPI | FARMLAND PARTNERS INC | $0 | 0.00% | 0 | -83,300 | -100.0% | -$93.55万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -3,200 | -100.0% | -$52.33万 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -91,000 | -100.0% | -$51.87万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -38,900 | -100.0% | -$50.10万 | 清仓 |
| — | LIFEMD INC | $0 | 0.00% | 0 | -117,000 | -100.0% | -$42.24万 | 清仓 |
| WIX | WIX | $0 | 0.00% | 0 | -4,600 | -100.0% | -$41.43万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -3,900 | -100.0% | -$40.77万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -4,200 | -100.0% | -$34.78万 | 清仓 |
| SAIL | SAILPOINT INC | $0 | 0.00% | 0 | -24,400 | -100.0% | -$32.31万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -1,300 | -100.0% | -$27.28万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -12,200 | -100.0% | -$26.40万 | 清仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $0 | 0.00% | 0 | -6,200 | -100.0% | -$15.51万 | 清仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $0 | 0.00% | 0 | -25,900 | -100.0% | -$14.45万 | 清仓 |
| MVBF | MVB FINL CORP | $2.90万 | 0.01% | 1,000 | -4,400 | -81.5% | -$12.76万 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $5.12万 | 0.01% | 700 | -6,000 | -89.6% | -$43.91万 | 减仓 |
| MNDY | MONDAY | $6.52万 | 0.02% | 900 | -2,200 | -71.0% | -$15.93万 | 减仓 |
| AVGO | BROADCOM INC | $7.55万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $11.30万 | 0.03% | 23,900 | -22,700 | -48.7% | -$10.74万 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $11.75万 | 0.03% | 3,500 | -16,100 | -82.1% | -$54.06万 | 减仓 |
| MASS | 908 DEVICES INC | $12.35万 | 0.03% | 14,200 | 14,200 | — | $12.35万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $12.56万 | 0.03% | 6,500 | 6,500 | — | $12.56万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $13.82万 | 0.03% | 100 | -1,100 | -91.7% | -$152.06万 | 减仓 |
| — | EVE HLDG INC | $14.16万 | 0.03% | 56,400 | -46,600 | -45.2% | -$11.70万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $14.43万 | 0.03% | 900 | -1,000 | -52.6% | -$16.03万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $14.62万 | 0.03% | 500 | -930 | -65.0% | -$27.20万 | 重新持有 |
| JOBY | JOBY AVIATION INC | $14.72万 | 0.03% | 16,500 | -14,300 | -46.4% | -$12.76万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $15.11万 | 0.04% | 6,300 | 6,300 | — | $15.11万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $18.01万 | 0.04% | 6,100 | 6,100 | — | $18.01万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $19.30万 | 0.05% | 200 | -3,100 | -93.9% | -$299.15万 | 减仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $20.73万 | 0.05% | 14,700 | -6,000 | -29.0% | -$8.46万 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $22.03万 | 0.05% | 10,300 | 10,300 | — | $22.03万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $22.36万 | 0.05% | 2,200 | -10,200 | -82.3% | -$103.68万 | 减仓 |
| NTNX | NUTANIX INC | $22.42万 | 0.05% | 4,400 | -2,600 | -37.1% | -$13.25万 | 减仓 |
| EXEL | EXELIXIS INC | $22.85万 | 0.05% | 4,200 | 4,200 | — | $22.85万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $23.43万 | 0.06% | 4,700 | -2,300 | -32.9% | -$11.47万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $23.64万 | 0.06% | 2,500 | -16,000 | -86.5% | -$151.26万 | 减仓 |
| XBI | SPDR SERIES TRUST | $23.74万 | 0.06% | 1,500 | 400 | 36.4% | $6.33万 | 加仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $24.45万 | 0.06% | 71,500 | 17,300 | 31.9% | $5.92万 | 加仓 |
| CIEN | CIENA CORP | $24.53万 | 0.06% | 500 | -500 | -50.0% | -$24.53万 | 减仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $25.40万 | 0.06% | 69,200 | -14,500 | -17.3% | -$5.32万 | 减仓 |
| INFQ | INFLEQTION INC | $26.11万 | 0.06% | 19,600 | 19,600 | — | $26.11万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $26.51万 | 0.06% | 1,100 | 1,100 | — | $26.51万 | 新建仓 |
| CHWY | CHEWY INC | $29.87万 | 0.07% | 15,200 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $30.32万 | 0.07% | 10,900 | 1,200 | 12.4% | $3.34万 | 加仓 |
| COHR | COHERENT CORP | $31.56万 | 0.08% | 800 | -3,100 | -79.5% | -$122.29万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK | $32.16万 | 0.08% | 900 | -5,600 | -86.2% | -$200.13万 | 重新持有 |
| DNLI | DENALI THERAPEUTICS INC | $32.66万 | 0.08% | 12,700 | -52,100 | -80.4% | -$134.00万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $33.56万 | 0.08% | 900 | -400 | -30.8% | -$14.91万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $34.10万 | 0.08% | 13,500 | -5,900 | -30.4% | -$14.90万 | 减仓 |
| KVYO | KLAVIYO INC | $35.33万 | 0.08% | 23,400 | 8,700 | 59.2% | $13.14万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $35.65万 | 0.08% | 4,100 | 4,100 | — | $35.65万 | 新建仓 |
| MP | MP MATERIALS CORP | $35.85万 | 0.09% | 6,400 | -11,200 | -63.6% | -$62.73万 | 减仓 |
| DCI | DONALDSON INC | $35.91万 | 0.09% | 4,000 | -1,400 | -25.9% | -$12.57万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $36.97万 | 0.09% | 7,600 | 1,500 | 24.6% | $7.30万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $37.14万 | 0.09% | 5,300 | 3,300 | 165.0% | $23.12万 | 加仓 |
| NTRA | NATERA INC | $38.00万 | 0.09% | 1,400 | -5,100 | -78.5% | -$138.44万 | 减仓 |
| NXT | NEXTPOWER INC | $38.12万 | 0.09% | 3,200 | -1,800 | -36.0% | -$21.45万 | 减仓 |
| TEM | TEMPUS AI INC | $40.55万 | 0.10% | 7,000 | -6,700 | -48.9% | -$38.81万 | 减仓 |
| ETSY | ETSY INC | $40.96万 | 0.10% | 5,437 | -7,600 | -58.3% | -$57.25万 | 减仓 |
| PL | PLANET LABS PBC | $41.41万 | 0.10% | 12,500 | -3,300 | -20.9% | -$10.93万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $41.97万 | 0.10% | 500 | -800 | -61.5% | -$67.15万 | 减仓 |
| OKTA | OKTA INC | $42.30万 | 0.10% | 3,100 | -4,400 | -58.7% | -$60.04万 | 减仓 |
| USAR | USA RARE EARTH INC | $43.81万 | 0.10% | 20,300 | -33,500 | -62.3% | -$72.29万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $43.82万 | 0.10% | 2,600 | -4,400 | -62.9% | -$74.16万 | 减仓 |
| FRSH | FRESHWORKS INC | $46.35万 | 0.11% | 45,800 | 8,200 | 21.8% | $8.30万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $46.92万 | 0.11% | 6,300 | -1,400 | -18.2% | -$10.43万 | 减仓 |
| DOV | DOVER CORP | $47.10万 | 0.11% | 2,100 | -9,300 | -81.6% | -$208.58万 | 减仓 |
| IWM | ISHARES TR | $48.07万 | 0.11% | 1,600 | 0 | 0.0% | — | 不变 |
| ABSI | ABSCI CORPORATION | $49.26万 | 0.12% | 42,500 | -163,600 | -79.4% | -$189.61万 | 减仓 |
| SDGR | SCHRODINGER INC | $51.02万 | 0.12% | 31,400 | -14,700 | -31.9% | -$23.89万 | 减仓 |
| IWO | ISHARES TR | $55.15万 | 0.13% | 1,400 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC | $57.15万 | 0.14% | 4,600 | -9,600 | -67.6% | -$119.26万 | 减仓 |
| — | TIDAL TRUST | $59.83万 | 0.14% | 19,300 | 1,800 | 10.3% | $5.58万 | 加仓 |
| IONQ | IONQ INC | $62.31万 | 0.15% | 11,700 | 11,700 | — | $62.31万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $62.55万 | 0.15% | 2,300 | 2,300 | — | $62.55万 | 新建仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $62.72万 | 0.15% | 79,900 | -40,200 | -33.5% | -$31.56万 | 减仓 |
| NAVN | NAVAN INC | $62.89万 | 0.15% | 27,500 | 27,500 | — | $62.89万 | 新建仓 |
| ATRO | ASTRONICS CORP | $63.38万 | 0.15% | 7,800 | -9,800 | -55.7% | -$79.63万 | 减仓 |
| RDVT | RED VIOLET INC | $64.99万 | 0.15% | 10,200 | -5,200 | -33.8% | -$33.13万 | 减仓 |
| IESC | IES HOLDINGS INC | $66.12万 | 0.16% | 900 | -1,000 | -52.6% | -$73.47万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $66.53万 | 0.16% | 8,500 | -10,500 | -55.3% | -$82.18万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $69.80万 | 0.17% | 1,300 | 100 | 8.3% | $5.37万 | 加仓 |
| NET | CLOUDFLARE INC | $71.13万 | 0.17% | 2,900 | 700 | 31.8% | $17.17万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $73.42万 | 0.17% | 4,800 | -8,100 | -62.8% | -$123.90万 | 减仓 |
| ALAB | ASTERA LABS INC | $82.11万 | 0.20% | 1,700 | -3,400 | -66.7% | -$164.23万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $82.18万 | 0.20% | 2,600 | -5,400 | -67.5% | -$170.69万 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $85.31万 | 0.20% | 42,700 | -57,400 | -57.3% | -$114.69万 | 减仓 |
| DDOG | DATADOG INC | $88.52万 | 0.21% | 3,400 | -900 | -20.9% | -$23.43万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $89.20万 | 0.21% | 2,400 | -1,100 | -31.4% | -$40.88万 | 减仓 |
| JOBY | JOBY AVIATION INC | $91.33万 | 0.22% | 1,007,000 | 1,007,000 | — | $91.33万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $96.02万 | 0.23% | 6,400 | -1,800 | -22.0% | -$27.01万 | 减仓 |
| BE | BLOOM ENERGY CORP | $108.97万 | 0.26% | 3,600 | -2,700 | -42.9% | -$81.73万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $326.80万 | 0.78% | 2,712,000 | -7,240,000 | -72.7% | -$872.42万 | 减仓 |