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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $3.28万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $3.33万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $3.36万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $3.47万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $3.55万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| CPER | UNITED STS COMMODITY INDEX F | $3.61万 | 0.01% | 957 | 115 | 13.7% | $4,339 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $3.62万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $3.63万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $3.67万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| BETR | BETTER HOME & FINANCE HOLDIN | $3.69万 | 0.01% | 1,343 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $3.81万 | 0.01% | 794 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $3.85万 | 0.01% | 231 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $3.92万 | 0.01% | 524 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $4.00万 | 0.01% | 518 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $4.01万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $4.07万 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $4.07万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $4.09万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $4.30万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $4.69万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $4.70万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $4.82万 | 0.02% | 133 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $4.86万 | 0.02% | 369 | -156 | -29.7% | -$2.05万 | 减仓 |
| SHOP | SHOPIFY INC | $4.91万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $4.95万 | 0.02% | 2,215 | -12,669 | -85.1% | -$28.33万 | 减仓 |
| SYK | STRYKER CORPORATION | $4.97万 | 0.02% | 158 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $5.11万 | 0.02% | 365 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $5.11万 | 0.02% | 16 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $5.20万 | 0.02% | 603 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $5.31万 | 0.02% | 178 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $5.59万 | 0.02% | 476 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $5.73万 | 0.02% | 1,317 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $5.76万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $5.77万 | 0.02% | 148 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $5.78万 | 0.02% | 139 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $5.82万 | 0.02% | 246 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $5.83万 | 0.02% | 537 | 44 | 8.9% | $4,779 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $5.89万 | 0.02% | 585 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $5.91万 | 0.02% | 186 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $5.92万 | 0.02% | 1,005 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $5.94万 | 0.02% | 234 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $5.98万 | 0.02% | 653 | -328 | -33.4% | -$3.01万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $6.00万 | 0.02% | 151 | -215 | -58.7% | -$8.55万 | 减仓 |
| IBB | ISHARES TR | $6.28万 | 0.02% | 330 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $6.66万 | 0.02% | 1,930 | -6 | -0.3% | -$207 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $6.76万 | 0.02% | 7,058 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $6.77万 | 0.02% | 49 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $6.80万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $6.82万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $6.84万 | 0.02% | 2,062 | -35 | -1.7% | -$1,161 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $6.96万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $6.99万 | 0.02% | 2,903 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $7.08万 | 0.02% | 139 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $7.16万 | 0.02% | 208 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $7.28万 | 0.02% | 306 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $7.39万 | 0.02% | 2,990 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $7.47万 | 0.02% | 1,470 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $7.63万 | 0.03% | 1,734 | -98 | -5.3% | -$4,315 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $7.69万 | 0.03% | 856 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $7.79万 | 0.03% | 202 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $7.83万 | 0.03% | 263 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $7.93万 | 0.03% | 3,450 | 3,450 | — | $7.93万 | 新建仓 |
| GLW | CORNING INC | $8.02万 | 0.03% | 314 | 237 | 307.8% | $6.05万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $8.03万 | 0.03% | 16,970 | 16,970 | — | $8.03万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $8.10万 | 0.03% | 495 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $8.34万 | 0.03% | 399 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $8.47万 | 0.03% | 3,807 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $8.52万 | 0.03% | 7,819 | -9,674 | -55.3% | -$10.54万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $8.71万 | 0.03% | 4,380 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $8.80万 | 0.03% | 106 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $9.08万 | 0.03% | 243 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $9.10万 | 0.03% | 93 | 0 | 0.0% | — | 不变 |
| — | FUNDRISE INNOVATION FD LLC | $9.20万 | 0.03% | 1,064 | 1,064 | — | $9.20万 | 新建仓 |
| CCJ | CAMECO CORP | $9.27万 | 0.03% | 910 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $9.30万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $9.35万 | 0.03% | 778 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $9.38万 | 0.03% | 1,172 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $9.61万 | 0.03% | 369 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $9.67万 | 0.03% | 227 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $9.69万 | 0.03% | 7,595 | 6,533 | 615.2% | $8.34万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $9.72万 | 0.03% | 73 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $9.75万 | 0.03% | 83 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $10.07万 | 0.03% | 1,175 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $10.23万 | 0.03% | 1,231 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $10.25万 | 0.03% | 2,189 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $10.46万 | 0.03% | 2,529 | -25,115 | -90.9% | -$103.90万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $10.55万 | 0.04% | 363 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMDY INDX TRCK | $10.77万 | 0.04% | 4,040 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $11.33万 | 0.04% | 5,927 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $11.35万 | 0.04% | 1,245 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $11.41万 | 0.04% | 422 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $11.81万 | 0.04% | 420 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $12.06万 | 0.04% | 125 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $12.15万 | 0.04% | 1,459 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $12.31万 | 0.04% | 1,656 | 0 | 0.0% | — | 不变 |
| FXY | INVESCO CURRENCYSHARES | $12.33万 | 0.04% | 2,184 | -2,716 | -55.4% | -$15.33万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $12.55万 | 0.04% | 428 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $13.09万 | 0.04% | 1,036 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $13.61万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $13.99万 | 0.05% | 1,594 | 0 | 0.0% | — | 不变 |