ONCE CAPITAL MANAGEMENT, LLC
NEW YORK NY · SEC CIK 0001712892
$3.74亿2026Q1 申报市值
22持仓数
88.9%前十大占比 · 第一大 26.2%
3 / 5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
LUNR 新建仓+$445.44万
RKLB 加仓+$398.16万
PL 重新持有+$268.32万
LEU 新建仓+$243.03万
SYM 加仓+$194.71万
2026Q1 卖出最多 按季末市值估算
SNOW 清仓-$1,686.88万
MRVL 减仓-$146.59万
NOW 减仓-$107.16万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $9,801.28万 | 26.23% | 562,000 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $6,550.87万 | 17.53% | 790,500 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $3,968.80万 | 10.62% | 618,000 | 62,000 | 11.2% | $398.16万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,548.98万 | 6.82% | 125,300 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $2,053.16万 | 5.50% | 80,900 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,991.09万 | 5.33% | 51,000 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,944.49万 | 5.20% | 40,100 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $1,654.13万 | 4.43% | 167,000 | -14,800 | -8.1% | -$146.59万 | 减仓 |
| AMZN | AMAZON COM INC | $1,474.55万 | 3.95% | 70,800 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1,228.96万 | 3.29% | 33,200 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $1,189.60万 | 3.18% | 32,000 | 1,500 | 4.9% | $55.76万 | 加仓 |
| SMR | NUSCALE PWR CORP | $610.40万 | 1.63% | 563,100 | 110,400 | 24.4% | $119.67万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $568.23万 | 1.52% | 107,700 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC | $445.44万 | 1.19% | 240,000 | 240,000 | — | $445.44万 | 新建仓 |
| PL | PLANET LABS PBC | $293.48万 | 0.79% | 105,000 | 96,000 | 1,066.7% | $268.32万 | 重新持有 |
| NOW | SERVICENOW INC | $261.38万 | 0.70% | 25,000 | -10,250 | -29.1% | -$107.16万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $243.03万 | 0.65% | 14,000 | 14,000 | — | $243.03万 | 新建仓 |
| SYM | SYMBOTIC INC | $212.80万 | 0.57% | 40,000 | 36,600 | 1,076.5% | $194.71万 | 加仓 |
| UUUU | ENERGY FUELS INC | $200.75万 | 0.54% | 110,000 | 50,000 | 83.3% | $91.25万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $64.60万 | 0.17% | 21,540 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $51.12万 | 0.14% | 2,500 | 2,500 | — | $51.12万 | 新建仓 |
| RR | RICHTECH ROBOTICS INC | $4.18万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | APPLE INC 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$5,437.20万 | 清仓 |
| — | MARVELL TECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -375,000 | -100.0% | -$3,186.75万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -76,900 | -100.0% | -$1,686.88万 | 清仓 |
| — | AST SPACEMOBILE INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$363.15万 | 清仓 |
| — | VIRGIN GALACTIC HOLDINGS INC 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$96.30万 | 清仓 |