Solstein Capital, LLC
Menlo Park CA · SEC CIK 0001730769
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $6,094 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| UUP | INVESCO DB US DLR INDEX TR | $6,279 | 0.00% | 221 | -10 | -4.3% | -$284 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $6,342 | 0.00% | 42 | 42 | — | $6,342 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $6,519 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $6,672 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $6,841 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $6,965 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| HPK | HIGHPEAK ENERGY INC | $6,990 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $7,033 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| INFQ | INFLEQTION INC | $7,113 | 0.00% | 534 | 534 | — | $7,113 | 新建仓 |
| EMB | ISHARES TR | $7,233 | 0.00% | 75 | 11 | 17.2% | $1,061 | 加仓 |
| YOU | CLEAR SECURE INC | $7,356 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $7,444 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $7,497 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $7,523 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $7,700 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $7,741 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $7,797 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $7,921 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $8,423 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES TR | $8,578 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $8,677 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $8,712 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $9,106 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $9,575 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $9,737 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $1.01万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $1.02万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $1.03万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $1.03万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.06万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $1.08万 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $1.09万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $1.09万 | 0.00% | 50 | -1,000 | -95.2% | -$21.79万 | 减仓 |
| IDCC | INTERDIGITAL INC | $1.13万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $1.13万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $1.17万 | 0.00% | 740 | -190 | -20.4% | -$2,992 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1.22万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1.29万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP | $1.35万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| LRMR | LARIMAR THERAPEUTICS INC | $1.37万 | 0.00% | 4,477 | 0 | 0.0% | — | 不变 |
| HIMX | HIMAX TECHNOLOGIES INC | $1.38万 | 0.00% | 900 | -5,300 | -85.5% | -$8.13万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.39万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| ENVA | ENOVA INTL INC | $1.47万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $1.48万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $1.50万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $1.55万 | 0.01% | 311 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $1.56万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1.57万 | 0.01% | 96 | 96 | — | $1.57万 | 新建仓 |
| CSX | CSX CORP | $1.58万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $1.58万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $1.61万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.66万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $1.67万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.69万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $1.70万 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $1.72万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $1.75万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.77万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $1.80万 | 0.01% | 231 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $1.86万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| BNO | UNITED STS BRENT OIL FD LP | $1.92万 | 0.01% | 471 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $1.95万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.96万 | 0.01% | 231 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $2.04万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES INC | $2.05万 | 0.01% | 272 | -3 | -1.1% | -$226 | 减仓 |
| MUSA | MURPHY USA INC | $2.05万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $2.08万 | 0.01% | 651 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $2.11万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| USO | UNITED STS OIL FD LP | $2.13万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $2.14万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $2.16万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD | $2.17万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $2.19万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| E | ENI SPA | $2.26万 | 0.01% | 483 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $2.34万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $2.36万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.37万 | 0.01% | 241 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $2.49万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $2.49万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $2.52万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $2.56万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $2.59万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $2.59万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2.60万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $2.60万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.61万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $2.62万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $2.66万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC | $2.66万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | CERAGON NETWORKS LTD | $2.69万 | 0.01% | 10,395 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $2.73万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $2.75万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $2.90万 | 0.01% | 371 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.97万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $2.98万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $3.04万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $3.17万 | 0.01% | 548 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $3.17万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $3.23万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |