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 |
|---|---|---|---|---|---|---|---|---|
| VHT | VANGUARD WORLD FD | $14.05万 | 0.05% | 470 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $14.55万 | 0.05% | 825 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $14.56万 | 0.05% | 393 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $14.65万 | 0.05% | 1,714 | 154 | 9.9% | $1.32万 | 加仓 |
| CART | MAPLEBEAR INC | $14.80万 | 0.05% | 3,126 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $14.89万 | 0.05% | 893 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.06万 | 0.05% | 301 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $16.65万 | 0.06% | 84 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $17.02万 | 0.06% | 2,359 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $17.09万 | 0.06% | 1,069 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $17.27万 | 0.06% | 1,100 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $17.30万 | 0.06% | 1,104 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $18.07万 | 0.06% | 2,005 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $18.41万 | 0.06% | 1,256 | -423 | -25.2% | -$6.20万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $18.57万 | 0.06% | 1,852 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $19.12万 | 0.06% | 1,600 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST | $19.17万 | 0.06% | 1,793 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $19.22万 | 0.06% | 300 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $19.63万 | 0.07% | 7,704 | -5,735 | -42.7% | -$14.61万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $19.89万 | 0.07% | 1,696 | -10 | -0.6% | -$1,173 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $20.25万 | 0.07% | 3,846 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $20.64万 | 0.07% | 198 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $21.35万 | 0.07% | 222 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $21.67万 | 0.07% | 500 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $22.27万 | 0.07% | 3,829 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $22.87万 | 0.08% | 665 | 0 | 0.0% | — | 不变 |
| DDS | DILLARDS INC | $22.99万 | 0.08% | 435 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $24.21万 | 0.08% | 853 | 0 | 0.0% | — | 不变 |
| VECO | VEECO INSTRS INC DEL | $24.26万 | 0.08% | 3,200 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $25.07万 | 0.08% | 12,090 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $25.16万 | 0.08% | 1,181 | -39 | -3.2% | -$8,310 | 减仓 |
| QCOM | QUALCOMM INC | $25.24万 | 0.08% | 1,366 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $25.54万 | 0.09% | 1,686 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $25.78万 | 0.09% | 613 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $25.85万 | 0.09% | 2,927 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $26.71万 | 0.09% | 350 | -525 | -60.0% | -$40.06万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.46万 | 0.09% | 8,660 | 5,290 | 157.0% | $16.77万 | 加仓 |
| B | BARRICK MNG CORP | $27.84万 | 0.09% | 7,581 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $27.93万 | 0.09% | 1,110 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $28.57万 | 0.10% | 816 | 0 | 0.0% | — | 不变 |
| PAX | PATRIA INVESTMENTS LIMITED | $28.88万 | 0.10% | 26,300 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $29.12万 | 0.10% | 3,583 | 0 | 0.0% | — | 不变 |
| BEKE | KE HLDGS INC | $30.66万 | 0.10% | 21,100 | 0 | 0.0% | — | 不变 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $30.70万 | 0.10% | 11,836 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $30.75万 | 0.10% | 868 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $31.46万 | 0.10% | 1,658 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $31.83万 | 0.11% | 2,006 | -1 | -0.0% | -$159 | 减仓 |
| VO | VANGUARD INDEX FDS | $31.84万 | 0.11% | 3,952 | 156 | 4.1% | $1.26万 | 加仓 |
| FXI | ISHARES TR | $31.86万 | 0.11% | 10,086 | -159 | -1.6% | -$5,023 | 减仓 |
| EWY | ISHARES INC | $32.08万 | 0.11% | 1,589 | 21 | 1.3% | $4,240 | 加仓 |
| TMUS | T-MOBILE US INC | $33.11万 | 0.11% | 1,974 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $33.68万 | 0.11% | 333 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.92万 | 0.11% | 2,907 | 2,657 | 1,062.8% | $31.00万 | 加仓 |
| IXC | ISHARES TR | $35.78万 | 0.12% | 7,283 | 7,283 | — | $35.78万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $35.92万 | 0.12% | 1,478 | 6 | 0.4% | $1,458 | 加仓 |
| PEP | PEPSICO INC | $36.40万 | 0.12% | 2,688 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $36.73万 | 0.12% | 1,674 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $37.01万 | 0.12% | 7,249 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $38.17万 | 0.13% | 657 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $40.61万 | 0.14% | 30,400 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $41.47万 | 0.14% | 4,368 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $42.38万 | 0.14% | 2,890 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $42.59万 | 0.14% | 369 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $43.09万 | 0.14% | 765 | -1 | -0.1% | -$563 | 减仓 |
| LNG | CHENIERE ENERGY INC | $43.31万 | 0.14% | 1,812 | 0 | 0.0% | — | 不变 |
| EWA | ISHARES INC | $43.31万 | 0.14% | 15,380 | -1,142 | -6.9% | -$3.22万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $46.74万 | 0.16% | 2,114 | 2,114 | — | $46.74万 | 新建仓 |
| HON | HONEYWELL INTL INC | $47.33万 | 0.16% | 2,114 | -2,118 | -50.0% | -$47.42万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $49.50万 | 0.16% | 5,572 | 0 | 0.0% | — | 不变 |
| EPOL | ISHARES TR | $51.70万 | 0.17% | 13,390 | -3,368 | -20.1% | -$13.00万 | 减仓 |
| NFLX | NETFLIX INC. | $52.34万 | 0.17% | 7,330 | 2,500 | 51.8% | $17.85万 | 加仓 |
| LQD | ISHARES TR | $52.63万 | 0.18% | 4,825 | -52 | -1.1% | -$5,672 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $53.48万 | 0.18% | 25,000 | -5,000 | -16.7% | -$10.70万 | 减仓 |
| UNP | UNION PAC CORP | $54.59万 | 0.18% | 2,007 | 0 | 0.0% | — | 不变 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $54.73万 | 0.18% | 20,523 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.32万 | 0.20% | 1,263 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $61.97万 | 0.21% | 7,194 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $69.93万 | 0.23% | 46,191 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $72.48万 | 0.24% | 13,749 | 13,749 | — | $72.48万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $75.91万 | 0.25% | 4,098 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $76.68万 | 0.26% | 8,664 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $76.98万 | 0.26% | 18,676 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $77.59万 | 0.26% | 390 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $79.12万 | 0.26% | 32,332 | -435 | -1.3% | -$1.06万 | 减仓 |
| GDX | VANECK ETF TRUST | $79.37万 | 0.26% | 10,520 | 1,594 | 17.9% | $12.03万 | 加仓 |
| AVGO | BROADCOM INC | $85.30万 | 0.28% | 2,258 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $86.93万 | 0.29% | 2,868 | 9 | 0.3% | $2,728 | 加仓 |
| SHV | ISHARES TR | $87.65万 | 0.29% | 7,943 | 2,747 | 52.9% | $30.31万 | 加仓 |
| WTAI | WISDOMTREE TR | $89.15万 | 0.30% | 18,781 | 18,781 | — | $89.15万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $89.80万 | 0.30% | 2,261 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $90.02万 | 0.30% | 28,421 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $92.54万 | 0.31% | 5,848 | 1,983 | 51.3% | $31.38万 | 加仓 |
| BOTZ | GLOBAL X FDS | $96.00万 | 0.32% | 25,302 | 23,247 | 1,131.2% | $88.20万 | 加仓 |
| MXI | ISHARES TR | $96.66万 | 0.32% | 9,133 | 9,133 | — | $96.66万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $98.47万 | 0.33% | 1,964 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $98.66万 | 0.33% | 4,070 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A | $100.16万 | 0.33% | 122,590 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $101.75万 | 0.34% | 27,538 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $103.76万 | 0.35% | 13,603 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $107.19万 | 0.36% | 2,087 | -47 | -2.2% | -$2.41万 | 减仓 |