Black Swift Group, LLC
BOULDER CO · SEC CIK 0001704212
$6.92亿2026Q2 申报市值
143持仓数
51.0%前十大占比 · 第一大 14.9%
35 / 14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
XLB 新建仓+$1,405.83万
SPY 加仓+$1,133.97万
AMD 新建仓+$1,038.38万
NOK 新建仓+$359.89万
LTH 新建仓+$306.30万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$570.47万
UBER 减仓-$541.20万
EWY 减仓-$481.23万
PPLT 减仓-$425.45万
BKNG 清仓-$421.03万
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 |
|---|---|---|---|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$421.03万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -53,625 | -100.0% | -$285.29万 | 清仓 |
| OUST | OUSTER INC | $0 | 0.00% | 0 | -101,000 | -100.0% | -$185.54万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -103,500 | -100.0% | -$148.73万 | 清仓 |
| CX | CEMEX SA EURO MTN BE 144A | $0 | 0.00% | 0 | -127,000 | -100.0% | -$145.29万 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -22,550 | -100.0% | -$136.68万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -10,270 | -100.0% | -$134.56万 | 清仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $0 | 0.00% | 0 | -38,875 | -100.0% | -$104.74万 | 清仓 |
| — | RBB FD INC | $0 | 0.00% | 0 | -9,850 | -100.0% | -$100.68万 | 清仓 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,000 | -100.0% | -$49.36万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -1,350 | -100.0% | -$27.86万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -750 | -100.0% | -$25.68万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$21.77万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,875 | -100.0% | -$20.79万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $20.07万 | 0.03% | 1,326 | 1,326 | — | $20.07万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $21.18万 | 0.03% | 293 | 293 | — | $21.18万 | 新建仓 |
| IJH | ISHARES TR | $21.21万 | 0.03% | 2,750 | 2,750 | — | $21.21万 | 新建仓 |
| — | EXXON MOBIL CORP | $23.93万 | 0.03% | 1,750 | 1,750 | — | $23.93万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $24.82万 | 0.04% | 215 | 215 | — | $24.82万 | 新建仓 |
| CCJ | CAMECO CORP | $25.46万 | 0.04% | 2,500 | -500 | -16.7% | -$5.09万 | 减仓 |
| GLW | CORNING INC | $25.54万 | 0.04% | 1,000 | -500 | -33.3% | -$12.77万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $25.90万 | 0.04% | 700 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $26.76万 | 0.04% | 850 | 850 | — | $26.76万 | 新建仓 |
| WFC | WELLS FARGO & CO | $26.86万 | 0.04% | 3,250 | 3,250 | — | $26.86万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $26.90万 | 0.04% | 275 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $27.06万 | 0.04% | 635 | 635 | — | $27.06万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $27.09万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $27.32万 | 0.04% | 2,126 | 2,126 | — | $27.32万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $27.48万 | 0.04% | 5,520 | 5,520 | — | $27.48万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.06万 | 0.04% | 300 | 300 | — | $28.06万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $28.19万 | 0.04% | 9,578 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $28.59万 | 0.04% | 1,950 | 1,950 | — | $28.59万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $28.86万 | 0.04% | 5,246 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $29.70万 | 0.04% | 600 | 600 | — | $29.70万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $30.20万 | 0.04% | 1,500 | -9,850 | -86.8% | -$198.29万 | 重新持有 |
| IBDT | ISHARES TR | $30.87万 | 0.04% | 12,225 | 12,225 | — | $30.87万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $31.07万 | 0.04% | 1,125 | 1,125 | — | $31.07万 | 新建仓 |
| IVE | ISHARES TR | $31.79万 | 0.05% | 1,400 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $32.04万 | 0.05% | 24,875 | 24,875 | — | $32.04万 | 新建仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $32.21万 | 0.05% | 13,550 | 13,550 | — | $32.21万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $33.95万 | 0.05% | 200 | -715 | -78.1% | -$121.36万 | 减仓 |
| GWW | WW GRAINGER INC | $34.01万 | 0.05% | 250 | 250 | — | $34.01万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $35.10万 | 0.05% | 4,926 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $35.58万 | 0.05% | 3,029 | 3,029 | — | $35.58万 | 新建仓 |
| TRIN | TRINITY CAP INC | $36.05万 | 0.05% | 20,150 | 20,150 | — | $36.05万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $36.83万 | 0.05% | 1,100 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $36.85万 | 0.05% | 16,475 | 100 | 0.6% | $2,237 | 加仓 |
| COHR | COHERENT CORP | $38.46万 | 0.06% | 975 | -5,075 | -83.9% | -$200.19万 | 减仓 |
| ORCL | ORACLE CORP | $41.03万 | 0.06% | 2,800 | 2,800 | — | $41.03万 | 新建仓 |
| — | WELLS FARGO & CO | $42.81万 | 0.06% | 370 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $44.11万 | 0.06% | 12,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $44.67万 | 0.06% | 2,695 | 500 | 22.8% | $8.29万 | 加仓 |
| IVW | ISHARES TR | $44.78万 | 0.06% | 3,256 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $52.71万 | 0.08% | 9,250 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $53.17万 | 0.08% | 10,000 | -2,000 | -16.7% | -$10.63万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $53.18万 | 0.08% | 5,775 | -1,225 | -17.5% | -$11.28万 | 减仓 |
| ET | ENERGY TRANSFER L P | $57.36万 | 0.08% | 30,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $58.30万 | 0.08% | 1,650 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $61.33万 | 0.09% | 6,350 | 6,350 | — | $61.33万 | 新建仓 |
| IYH | ISHARES TR | $61.48万 | 0.09% | 9,175 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $63.17万 | 0.09% | 3,450 | -9,050 | -72.4% | -$165.71万 | 减仓 |
| MS | MORGAN STANLEY | $64.24万 | 0.09% | 3,073 | 1,300 | 73.3% | $27.18万 | 加仓 |
| TPR | TAPESTRY INC | $65.14万 | 0.09% | 4,450 | 4,450 | — | $65.14万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $66.26万 | 0.10% | 5,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $66.75万 | 0.10% | 9,250 | -75,000 | -89.0% | -$541.20万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $71.27万 | 0.10% | 13,730 | -4,550 | -24.9% | -$23.62万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $71.56万 | 0.10% | 10,750 | 10,750 | — | $71.56万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $72.03万 | 0.10% | 8,600 | 8,600 | — | $72.03万 | 新建仓 |
| LLY | ELI LILLY & CO | $73.17万 | 0.11% | 610 | -40 | -6.2% | -$4.80万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $77.61万 | 0.11% | 9,000 | -11,200 | -55.4% | -$96.58万 | 重新持有 |
| IBDS | ISHARES TR | $79.50万 | 0.11% | 32,825 | 16,075 | 96.0% | $38.93万 | 加仓 |
| IWR | ISHARES TR | $80.53万 | 0.12% | 7,300 | 7,300 | — | $80.53万 | 新建仓 |
| BA | BOEING CO | $86.59万 | 0.13% | 4,000 | -10,000 | -71.4% | -$216.47万 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $91.89万 | 0.13% | 14,825 | -400 | -2.6% | -$2.48万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $93.63万 | 0.14% | 16,250 | -1,200 | -6.9% | -$6.91万 | 减仓 |
| BIL | SPDR SERIES TRUST | $97.37万 | 0.14% | 10,625 | -10,055 | -48.6% | -$92.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $98.85万 | 0.14% | 2,650 | -10,605 | -80.0% | -$395.59万 | 重新持有 |
| IBDR | ISHARES TR | $99.55万 | 0.14% | 41,085 | -21,115 | -33.9% | -$51.16万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $113.70万 | 0.16% | 13,200 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $114.17万 | 0.16% | 3,800 | 1,050 | 38.2% | $31.55万 | 重新持有 |
| APH | AMPHENOL CORP | $118.13万 | 0.17% | 6,700 | 6,700 | — | $118.13万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $118.72万 | 0.17% | 150,273 | -9,450 | -5.9% | -$7.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $118.84万 | 0.17% | 2,375 | -325 | -12.0% | -$16.26万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $119.09万 | 0.17% | 5,000 | 5,000 | — | $119.09万 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $120.17万 | 0.17% | 26,710 | -5,922 | -18.1% | -$26.64万 | 减仓 |
| GLD | SPDR GOLD TR | $123.41万 | 0.18% | 3,350 | 350 | 11.7% | $12.89万 | 加仓 |
| C | CITIGROUP INC | $132.96万 | 0.19% | 9,500 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $135.88万 | 0.20% | 3,000 | 3,000 | — | $135.88万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $139.80万 | 0.20% | 20,000 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $142.27万 | 0.21% | 4,700 | -3,350 | -41.6% | -$101.40万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $147.26万 | 0.21% | 7,950 | 950 | 13.6% | $17.60万 | 加仓 |
| QQQ | INVESCO QQQ TR | $152.80万 | 0.22% | 2,075 | 75 | 3.8% | $5.52万 | 加仓 |
| KHC | KRAFT HEINZ CO | $153.12万 | 0.22% | 64,828 | -13,025 | -16.7% | -$30.77万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $157.22万 | 0.23% | 25,000 | -30,000 | -54.5% | -$188.67万 | 减仓 |
| IVV | ISHARES TR | $157.87万 | 0.23% | 2,108 | -13 | -0.6% | -$9,736 | 减仓 |
| — | SERIES PORTFOLIOS TR | $159.45万 | 0.23% | 62,250 | -19,705 | -24.0% | -$50.47万 | 减仓 |
| IBTG | ISHARES TR | $168.46万 | 0.24% | 73,595 | 44,075 | 149.3% | $100.89万 | 加仓 |
| TECK | TECK RESOURCES LTD | $172.43万 | 0.25% | 29,000 | -41,500 | -58.9% | -$246.76万 | 减仓 |
| AAPL | APPLE INC | $174.92万 | 0.25% | 6,045 | -41 | -0.7% | -$1.19万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $176.70万 | 0.26% | 3,700 | 775 | 26.5% | $37.01万 | 加仓 |