ONCE CAPITAL MANAGEMENT, LLC
NEW YORK NY · SEC CIK 0001712892
$12.18亿2026Q2 申报市值
24持仓数
94.2%前十大占比 · 第一大 57.3%
3 / 1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
PL 加仓+$970.71万
RKLB 加仓+$274.45万
ASTS 加仓+$231.04万
SMR 加仓+$117.25万
NOVT 新建仓+$107.08万
2026Q2 卖出最多 按季末市值估算
MRVL 减仓-$2,094.17万
LUNR 减仓-$406.41万
NOW 清仓-$261.38万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$261.38万 | 清仓 |
| RR | RICHTECH ROBOTICS INC | $4.22万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $48.66万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $55.90万 | 0.05% | 21,540 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC | $106.95万 | 0.09% | 50,000 | -190,000 | -79.2% | -$406.41万 | 减仓 |
| NOVT | NOVANTA INC | $107.08万 | 0.09% | 6,600 | 6,600 | — | $107.08万 | 新建仓 |
| UUUU | ENERGY FUELS INC | $159.50万 | 0.13% | 110,000 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $224.75万 | 0.18% | 50,000 | 10,000 | 25.0% | $44.95万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $235.02万 | 0.19% | 14,000 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $490.25万 | 0.40% | 107,700 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $682.04万 | 0.56% | 680,000 | 116,900 | 20.8% | $117.25万 | 加仓 |
| — | PLANET LABS PBC 看涨期权 | $993.90万 | 0.82% | 300,000 | 300,000 | — | $993.90万 | 新建仓 |
| MSFT | MICROSOFT CORP | $1,238.43万 | 1.02% | 33,200 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $1,318.57万 | 1.08% | 398,000 | 293,000 | 279.0% | $970.71万 | 加仓 |
| TSLA | TESLA INC | $1,345.92万 | 1.10% | 32,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $1,687.45万 | 1.38% | 70,800 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,841.11万 | 1.51% | 40,100 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $2,340.92万 | 1.92% | 80,900 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $2,880.60万 | 2.36% | 96,700 | -70,300 | -42.1% | -$2,094.17万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3,892.01万 | 3.19% | 51,000 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $6,556.43万 | 5.38% | 645,000 | 27,000 | 4.4% | $274.45万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $7,255.42万 | 5.95% | 816,500 | 26,000 | 3.3% | $231.04万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $7,278.80万 | 5.97% | 125,300 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $1.12亿 | 9.23% | 562,000 | 0 | 0.0% | — | 不变 |
| — | NVIDIA CORPORATION 看涨期权 | $6.99亿 | 57.33% | 3,491,300 | 3,491,300 | — | $6.99亿 | 新建仓 |