13F 机构持仓

Solstein Capital, LLC

Menlo Park CA · SEC CIK 0001730769

2026Q22026Q1 更早 9 个季度 🔒
$3.00亿2026Q2 申报市值
434持仓数
42.2%前十大占比 · 第一大 7.7%
16 / 24新建仓 / 清仓
申报市值走势$3.00亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 7.7%
ITOT 6.0%
AAPL 5.3%
IDEV 4.5%
IVV 3.9%
OUNZ 3.6%
PRU 3.2%
MSFT 2.8%
GOOGL 2.6%
GOOG 2.6%

2026Q2 买入最多 按季末市值估算

ITOT 加仓+$1,652.23万
IDEV 加仓+$589.33万
IGF 加仓+$250.34万
VTI 加仓+$196.94万
ISHARES TR 加仓+$177.43万

2026Q2 卖出最多 按季末市值估算

AAPL 减仓-$144.48万
HD 减仓-$104.11万
EWG 减仓-$103.90万
ICE 清仓-$61.47万
EWP 减仓-$49.28万

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
ICE INTERCONTINENTAL EXCHANGE IN $00.00%0 -3,908-100.0% -$61.47万 清仓
CME CME GROUP INC $00.00%0 -1,359-100.0% -$40.14万 清仓
TLT ISHARES TR $00.00%0 -3,229-100.0% -$27.99万 清仓
MBB ISHARES TR $00.00%0 -1,820-100.0% -$17.28万 清仓
— PROSHARES TR $00.00%0 -8,850-100.0% -$14.35万 清仓
SHY ISHARES TR $00.00%0 -1,366-100.0% -$11.28万 清仓
CRH CRH PLC $00.00%0 -1,095-100.0% -$11.24万 清仓
UPS UNITED PARCEL SVCS INC $00.00%0 -960-100.0% -$9.44万 清仓
BAM BROOKFIELD ASSET MANAGMT LTD $00.00%0 -2,066-100.0% -$9.18万 清仓
VBK VANGUARD INDEX FDS $00.00%0 -300-100.0% -$9.07万 清仓
— PROSHARES TR $00.00%0 -6,900-100.0% -$8.67万 清仓
ZROZ PIMCO ETF TR $00.00%0 -592-100.0% -$3.79万 清仓
IRT INDEPENDENCE RLTY TR INC $00.00%0 -1,500-100.0% -$2.23万 清仓
TPB TURNING PT BRANDS INC $00.00%0 -200-100.0% -$1.74万 清仓
LSTR LANDSTAR SYS INC $00.00%0 -36-100.0% -$5,771 清仓
MOS MOSAIC CO $00.00%0 -200-100.0% -$5,100 清仓
BC BRUNSWICK CORP $00.00%0 -62-100.0% -$4,511 清仓
ABNB AIRBNB INC $00.00%0 -25-100.0% -$3,157 清仓
CPRT COPART INC $00.00%0 -56-100.0% -$1,859 清仓
WYNN WYNN RESORTS LTD $00.00%0 -14-100.0% -$1,422 清仓
— COTERRA ENERGY INC $00.00%0 -29-100.0% -$1,019 清仓
NKE NIKE INC $00.00%0 -14-100.0% -$739 清仓
SPYM SPDR SERIES TRUST $00.00%0 -3-100.0% -$230 清仓
WOLF WOLFSPEED INC $00.00%0 -1-100.0% -$16 清仓
VSNT VERSANT MEDIA GROUP INC $1080.00%3 00.0% — 不变
ETH GRAYSCALE ETHEREUM STAKING $1200.00%8 00.0% — 不变
BUG GLOBAL X FDS $1530.00%4 00.0% — 不变
SPIB SPDR SERIES TRUST $2010.00%6 00.0% — 不变
— KRANESHARES TRUST $3030.00%3 00.0% — 不变
PZZA PAPA JOHNS INTL INC $3310.00%9 00.0% — 不变
EBND SPDR SERIES TRUST $3560.00%17 00.0% — 不变
DOCU DOCUSIGN INC $4000.00%9 00.0% — 不变
HAUZ DBX ETF TR $4260.00%19 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $4440.00%18 00.0% — 不变
ADBE ADOBE INC $6150.00%3 00.0% — 不变
MOO VANECK ETF TRUST $6340.00%8 00.0% — 不变
CCS CENTURY COMMUNITIES INC $6450.00%9 00.0% — 不变
OXY OCCIDENTAL PETE CORP $7290.00%15 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $7330.00%12 -2-14.3% -$122 减仓
TFPN TIDAL TRUST II $7560.00%24 00.0% — 不变
PYPL PAYPAL HLDGS INC $7770.00%18 -25-58.1% -$1,079 减仓
DVN DEVON ENERGY CORP NEW $8260.00%20 20— $826 新建仓
BRSL BRIGHTSTAR LOTTERY PLC $8680.00%81 00.0% — 不变
FLR FLUOR CORP $8910.00%17 00.0% — 不变
VGSH VANGUARD SCOTTSDALE FDS $9310.00%16 00.0% — 不变
BCC BOISE CASCADE CO DEL $9320.00%12 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $9470.00%40 00.0% — 不变
CF CF INDUSTRIES HOLD $9740.00%9 00.0% — 不变
MTH MERITAGE HOMES CORP $1,0060.00%12 00.0% — 不变
WTMF WISDOMTREE TR $1,0210.00%25 00.0% — 不变
DBMF LITMAN GREGORY FDS TR $1,0710.00%35 00.0% — 不变
SCHC SCHWAB STRATEGIC TR $1,1070.00%23 00.0% — 不变
EMLC VANECK ETF TRUST $1,1250.00%44 00.0% — 不变
UFO PROCURE ETF TRUST II $1,2160.00%24 00.0% — 不变
ILF ISHARES TR $1,3160.00%39 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $1,5060.00%11 -80-87.9% -$1.10万 减仓
MRP MILLROSE PPTYS INC $1,5330.00%51 00.0% — 不变
BKLN INVESCO EXCH TRADED FD TR II $1,5680.00%77 00.0% — 不变
— EXCHANGE TRADED CONCEPTS TRU $1,5910.00%51 00.0% — 不变
VRSK VERISK ANALYTICS INC $1,6160.00%9 00.0% — 不变
AZN ASTRAZENECA PLC $1,7070.00%9 9— $1,707 新建仓
HUN HUNTSMAN CORP $1,7840.00%168 00.0% — 不变
DVYE ISHARES INC $1,8690.00%58 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $1,9080.00%9 00.0% — 不变
FNDE SCHWAB STRATEGIC TR $1,9440.00%49 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $1,9910.00%41 00.0% — 不变
ZTS ZOETIS INC $2,0120.00%28 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $2,0940.00%79 00.0% — 不变
EWL ISHARES INC $2,1370.00%34 00.0% — 不变
DTH WISDOMTREE TR $2,1640.00%40 00.0% — 不变
CMCSA COMCAST CORP NEW $2,2100.00%90 -1,951-95.6% -$4.79万 减仓
CTAS CINTAS CORP $2,2110.00%13 -155-92.3% -$2.64万 减仓
URI UNITED RENTALS INC $2,2660.00%2 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $2,6010.00%72 00.0% — 不变
CL COLGATE PALMOLIVE CO $2,6590.00%29 -224-88.5% -$2.05万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $2,6880.00%42 -58-58.0% -$3,712 减仓
— DBX ETF TR $2,7620.00%48 48— $2,762 新建仓
CACI CACI INTL INC $2,7800.00%6 00.0% — 不变
IWM ISHARES TR $3,3050.00%11 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $3,6320.00%75 -6-7.4% -$291 减仓
COP CONOCOPHILLIPS $3,6390.00%35 00.0% — 不变
IAU ISHARES GOLD TR $3,7000.00%49 00.0% — 不变
AVY AVERY DENNISON CORP $3,7340.00%23 00.0% — 不变
SU SUNCOR ENERGY INC NEW $3,7580.00%70 00.0% — 不变
LOW LOWES COS INC $3,9690.00%18 -23-56.1% -$5,072 减仓
STE STERIS PLC $4,0010.00%19 00.0% — 不变
VLTO VERALTO CORP $4,1680.00%47 00.0% — 不变
MSA MSA SAFETY INC $4,1900.00%24 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $4,3150.00%119 00.0% — 不变
EWP ISHARES INC $4,3350.00%73 -8,298-99.1% -$49.28万 减仓
EVTC EVERTEC INC $4,3890.00%158 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $4,6430.00%122 00.0% — 不变
SLV ISHARES SILVER TR $4,6520.00%87 -7,613-98.9% -$40.71万 重新持有
IBP INSTALLED BLDG PRODS INC $4,8270.00%21 00.0% — 不变
PINK SIMPLIFY EXCHANGE TRADED FUN $4,8550.00%124 00.0% — 不变
EXPE EXPEDIA GROUP INC $5,3730.00%21 00.0% — 不变
SPCX SPACE EXPLORATION TECHN CORP $5,4680.00%32 32— $5,468 新建仓
COKE COCA COLA CONS INC $5,7280.00%30 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $6,0040.00%204 00.0% — 不变
DIS DISNEY WALT CO $6,0640.00%63 00.0% — 不变