Slow Capital, Inc.
GREENBRAE CA · SEC CIK 0001716984
$7.70亿2026Q1 申报市值
104持仓数
39.6%前十大占比 · 第一大 6.4%
5 / 12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
UBER 新建仓+$753.88万
ALNY 新建仓+$577.73万
NET 加仓+$555.51万
GH 新建仓+$496.25万
GRAL 加仓+$340.26万
2026Q1 卖出最多 按季末市值估算
EXACT SCIENCES C 清仓-$1,514.64万
NOW 清仓-$1,005.32万
HUBS 清仓-$747.00万
FSLR 减仓-$719.49万
ACN 清仓-$612.48万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $4,942.40万 | 6.42% | 159,685 | -5,703 | -3.4% | -$176.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,997.85万 | 5.19% | 229,231 | -18,783 | -7.6% | -$327.58万 | 减仓 |
| NFLX | NETFLIX INC. | $3,329.33万 | 4.32% | 346,264 | 27,678 | 8.7% | $266.12万 | 加仓 |
| GOOGL | ALPHABET INC | $3,283.89万 | 4.26% | 114,198 | 5,337 | 4.9% | $153.47万 | 加仓 |
| AMZN | AMAZON COM INC | $2,985.91万 | 3.88% | 143,368 | 3,403 | 2.4% | $70.87万 | 加仓 |
| TSLA | TESLA INC | $2,882.40万 | 3.74% | 77,536 | -1,391 | -1.8% | -$51.71万 | 减仓 |
| MELI | MERCADOLIBRE INC | $2,647.76万 | 3.44% | 15,314 | 207 | 1.4% | $35.79万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,266.69万 | 2.94% | 49,170 | 766 | 1.6% | $35.31万 | 加仓 |
| MUB | ISHARES TR | $2,141.11万 | 2.78% | 201,707 | -1,212 | -0.6% | -$12.87万 | 减仓 |
| AAPL | APPLE INC | $2,025.52万 | 2.63% | 79,811 | 2,201 | 2.8% | $55.86万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,859.91万 | 2.42% | 18,666 | 840 | 4.7% | $83.70万 | 加仓 |
| CMF | ISHARES TR | $1,582.37万 | 2.06% | 278,292 | -3,155 | -1.1% | -$17.94万 | 减仓 |
| NET | CLOUDFLARE INC | $1,566.27万 | 2.03% | 75,907 | 26,922 | 55.0% | $555.51万 | 加仓 |
| SUB | ISHARES TR | $1,504.93万 | 1.95% | 141,308 | 989 | 0.7% | $10.53万 | 加仓 |
| AGG | ISHARES TR | $1,376.56万 | 1.79% | 138,668 | 8,141 | 6.2% | $80.82万 | 加仓 |
| ROST | ROSS STORES INC | $1,183.42万 | 1.54% | 54,628 | -1,882 | -3.3% | -$40.77万 | 减仓 |
| GRAL | GRAIL INC | $1,179.63万 | 1.53% | 228,256 | 65,839 | 40.5% | $340.26万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,178.91万 | 1.53% | 24,312 | 2,123 | 9.6% | $102.95万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,108.64万 | 1.44% | 34,848 | -1,080 | -3.0% | -$34.36万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $886.74万 | 1.15% | 22,713 | 1,635 | 7.8% | $63.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $871.83万 | 1.13% | 25,801 | -17,764 | -40.8% | -$600.25万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $866.65万 | 1.13% | 11,217 | -319 | -2.8% | -$24.65万 | 减仓 |
| TIP | ISHARES TR | $849.79万 | 1.10% | 77,002 | 4,749 | 6.6% | $52.41万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $846.13万 | 1.10% | 28,492 | 1,191 | 4.4% | $35.37万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $834.23万 | 1.08% | 134,727 | -2,094 | -1.5% | -$12.97万 | 减仓 |
| WMT | WALMART INC | $827.65万 | 1.07% | 66,554 | 5,877 | 9.7% | $73.08万 | 加仓 |
| DE | DEERE & CO | $813.89万 | 1.06% | 14,440 | -183 | -1.3% | -$10.31万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $763.47万 | 0.99% | 6,054 | 1,628 | 36.8% | $205.31万 | 加仓 |
| CAT | CATERPILLAR INC | $754.31万 | 0.98% | 10,647 | -294 | -2.7% | -$20.83万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $753.88万 | 0.98% | 104,807 | 104,807 | — | $753.88万 | 新建仓 |
| SNPS | SYNOPSYS INC | $738.48万 | 0.96% | 18,626 | -499 | -2.6% | -$19.78万 | 减仓 |
| TJX | TJX COS INC NEW | $709.78万 | 0.92% | 44,444 | 5,229 | 13.3% | $83.51万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $691.97万 | 0.90% | 45,741 | 19,117 | 71.8% | $289.20万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $683.97万 | 0.89% | 87,230 | 6,209 | 7.7% | $48.68万 | 加仓 |
| DDOG | DATADOG INC | $662.70万 | 0.86% | 56,137 | -2,048 | -3.5% | -$24.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $660.72万 | 0.86% | 13,788 | 1,442 | 11.7% | $69.10万 | 加仓 |
| CB | CHUBB LTD SWITZ | $648.13万 | 0.84% | 19,871 | -478 | -2.3% | -$15.59万 | 减仓 |
| SYM | SYMBOTIC INC | $646.38万 | 0.84% | 121,500 | -995 | -0.8% | -$5.29万 | 减仓 |
| ILMN | ILLUMINA INC | $643.10万 | 0.84% | 52,174 | -923 | -1.7% | -$11.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $630.14万 | 0.82% | 17,023 | 621 | 3.8% | $22.99万 | 加仓 |
| GOOG | ALPHABET INC | $606.08万 | 0.79% | 21,128 | -441 | -2.0% | -$12.65万 | 减仓 |
| VEEV | VEEVA SYS INC | $579.70万 | 0.75% | 33,002 | 7,241 | 28.1% | $127.19万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $577.73万 | 0.75% | 17,461 | 17,461 | — | $577.73万 | 新建仓 |
| FTNT | FORTINET INC | $574.01万 | 0.75% | 70,241 | 2,848 | 4.2% | $23.27万 | 加仓 |
| ASML | ASML HLDG NV | $573.54万 | 0.74% | 4,342 | 33 | 0.8% | $4.36万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $550.05万 | 0.71% | 27,039 | -864 | -3.1% | -$17.58万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $549.56万 | 0.71% | 12,307 | 963 | 8.5% | $43.00万 | 加仓 |
| RGEN | REPLIGEN CORP | $513.06万 | 0.67% | 43,546 | 1,946 | 4.7% | $22.93万 | 加仓 |
| STIP | ISHARES TR | $511.91万 | 0.66% | 49,494 | 3,037 | 6.5% | $31.41万 | 加仓 |
| GH | GUARDANT HEALTH INC | $496.25万 | 0.64% | 53,724 | 53,724 | — | $496.25万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $490.28万 | 0.64% | 16,809 | 1,531 | 10.0% | $44.66万 | 加仓 |
| AMGN | AMGEN INC | $468.37万 | 0.61% | 13,312 | 733 | 5.8% | $25.79万 | 加仓 |
| SNOW | SNOWFLAKE INC | $465.67万 | 0.60% | 30,876 | 1,521 | 5.2% | $22.94万 | 加仓 |
| SGOV | ISHARES TR | $465.60万 | 0.60% | 46,255 | -38,689 | -45.5% | -$389.44万 | 减仓 |
| IOT | SAMSARA INC | $459.20万 | 0.60% | 144,903 | 24,032 | 19.9% | $76.16万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $439.17万 | 0.57% | 16,848 | 3,134 | 22.9% | $81.69万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $433.95万 | 0.56% | 91,223 | 14,593 | 19.0% | $69.42万 | 加仓 |
| TXN | TEXAS INSTRS INC | $430.44万 | 0.56% | 22,171 | 3,319 | 17.6% | $64.44万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $428.35万 | 0.56% | 13,363 | 1,296 | 10.7% | $41.54万 | 加仓 |
| BNTX | BIONTECH SE | $424.01万 | 0.55% | 47,706 | 10,883 | 29.6% | $96.73万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $416.59万 | 0.54% | 12,319 | 573 | 4.9% | $19.38万 | 加仓 |
| DT | DYNATRACE INC | $400.10万 | 0.52% | 108,193 | 49,944 | 85.7% | $184.69万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $396.40万 | 0.51% | 8,061 | 670 | 9.1% | $32.95万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $390.71万 | 0.51% | 14,061 | 3,052 | 27.7% | $84.81万 | 加仓 |
| LLY | ELI LILLY & CO | $386.86万 | 0.50% | 4,206 | 440 | 11.7% | $40.47万 | 加仓 |
| MDB | MONGODB INC | $384.34万 | 0.50% | 15,702 | -6 | -0.0% | -$1,469 | 减仓 |
| LOW | LOWES COS INC | $381.16万 | 0.50% | 16,132 | 2,621 | 19.4% | $61.93万 | 加仓 |
| MCO | MOODYS CORP | $372.20万 | 0.48% | 8,532 | 1,184 | 16.1% | $51.65万 | 加仓 |
| UNP | UNION PAC CORP | $351.04万 | 0.46% | 14,469 | 1,707 | 13.4% | $41.41万 | 加仓 |
| RBRK | RUBRIK INC. | $293.07万 | 0.38% | 59,847 | 35,797 | 148.8% | $175.30万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $286.96万 | 0.37% | 11,452 | 11,452 | — | $286.96万 | 新建仓 |
| IXN | ISHARES TR | $272.28万 | 0.35% | 27,237 | -998 | -3.5% | -$9.98万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $265.14万 | 0.34% | 7,388 | 2,416 | 48.6% | $86.71万 | 加仓 |
| — | HONEYWELL INTL INC | $263.60万 | 0.34% | 11,662 | -190 | -1.6% | -$4.29万 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $259.81万 | 0.34% | 40,457 | 1,743 | 4.5% | $11.19万 | 加仓 |
| APTV | APTIV PLC | $256.32万 | 0.33% | 36,913 | 1,479 | 4.2% | $10.27万 | 加仓 |
| EXI | ISHARES TR | $205.45万 | 0.27% | 11,350 | -1,436 | -11.2% | -$25.99万 | 减仓 |
| GEV | GE VERNOVA INC | $187.25万 | 0.24% | 2,145 | 629 | 41.5% | $54.91万 | 加仓 |
| RXI | ISHARES TR | $157.08万 | 0.20% | 8,425 | -910 | -9.7% | -$16.97万 | 减仓 |
| FSLR | FIRST SOLAR INC | $153.94万 | 0.20% | 7,804 | -36,474 | -82.4% | -$719.49万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $152.11万 | 0.20% | 17,149 | -130 | -0.8% | -$1.15万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $146.98万 | 0.19% | 92,554 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $143.28万 | 0.19% | 28,310 | -1,894 | -6.3% | -$9.59万 | 减仓 |
| — | EXXON MOBIL CORP | $142.58万 | 0.19% | 8,404 | -426 | -4.8% | -$7.23万 | 减仓 |
| ZS | ZSCALER INC | $142.25万 | 0.18% | 10,140 | 10,140 | — | $142.25万 | 新建仓 |
| ICSH | ISHARES TR | $138.32万 | 0.18% | 27,325 | -20,902 | -43.3% | -$105.81万 | 减仓 |
| IJK | ISHARES TR | $132.78万 | 0.17% | 13,196 | -2,124 | -13.9% | -$21.37万 | 减仓 |
| IXP | ISHARES TR | $115.81万 | 0.15% | 10,082 | -7,728 | -43.4% | -$88.77万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $87.01万 | 0.11% | 18,074 | -442 | -2.4% | -$2.13万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $83.76万 | 0.11% | 18,843 | 995 | 5.6% | $4.42万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $81.19万 | 0.11% | 10,811 | -4,380 | -28.8% | -$32.89万 | 减仓 |
| IJH | ISHARES TR | $76.95万 | 0.10% | 11,395 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $75.95万 | 0.10% | 26,027 | -19,190 | -42.4% | -$56.00万 | 减仓 |
| IVV | ISHARES TR | $74.79万 | 0.10% | 1,145 | 6 | 0.5% | $3,919 | 加仓 |
| VV | VANGUARD INDEX FDS | $72.75万 | 0.09% | 2,434 | -811 | -25.0% | -$24.24万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $71.81万 | 0.09% | 14,546 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $69.29万 | 0.09% | 13,686 | -11,249 | -45.1% | -$56.95万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $51.74万 | 0.07% | 3,529 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $44.18万 | 0.06% | 17,231 | -7,791 | -31.1% | -$19.98万 | 减仓 |
| AMAT | APPLIED MATLS INC | $43.68万 | 0.06% | 1,278 | 0 | 0.0% | — | 不变 |