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 |
|---|---|---|---|---|---|---|---|---|
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $37.01万 | 0.12% | 7,249 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $36.73万 | 0.12% | 1,674 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $36.40万 | 0.12% | 2,688 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $35.92万 | 0.12% | 1,478 | 6 | 0.4% | $1,458 | 加仓 |
| IXC | ISHARES TR | $35.78万 | 0.12% | 7,283 | 7,283 | — | $35.78万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.92万 | 0.11% | 2,907 | 2,657 | 1,062.8% | $31.00万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $33.68万 | 0.11% | 333 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $33.11万 | 0.11% | 1,974 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $32.08万 | 0.11% | 1,589 | 21 | 1.3% | $4,240 | 加仓 |
| FXI | ISHARES TR | $31.86万 | 0.11% | 10,086 | -159 | -1.6% | -$5,023 | 减仓 |
| VO | VANGUARD INDEX FDS | $31.84万 | 0.11% | 3,952 | 156 | 4.1% | $1.26万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $31.83万 | 0.11% | 2,006 | -1 | -0.0% | -$159 | 减仓 |
| RTX | RTX CORPORATION | $31.46万 | 0.10% | 1,658 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $30.75万 | 0.10% | 868 | 0 | 0.0% | — | 不变 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $30.70万 | 0.10% | 11,836 | 0 | 0.0% | — | 不变 |
| BEKE | KE HLDGS INC | $30.66万 | 0.10% | 21,100 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $29.12万 | 0.10% | 3,583 | 0 | 0.0% | — | 不变 |
| PAX | PATRIA INVESTMENTS LIMITED | $28.88万 | 0.10% | 26,300 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $28.57万 | 0.10% | 816 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $27.93万 | 0.09% | 1,110 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $27.84万 | 0.09% | 7,581 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $27.46万 | 0.09% | 8,660 | 5,290 | 157.0% | $16.77万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $26.71万 | 0.09% | 350 | -525 | -60.0% | -$40.06万 | 减仓 |
| BYD | BOYD GAMING CORP | $25.85万 | 0.09% | 2,927 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $25.78万 | 0.09% | 613 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $25.54万 | 0.09% | 1,686 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $25.24万 | 0.08% | 1,366 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $25.16万 | 0.08% | 1,181 | -39 | -3.2% | -$8,310 | 减仓 |
| DOCS | DOXIMITY INC | $25.07万 | 0.08% | 12,090 | 0 | 0.0% | — | 不变 |
| VECO | VEECO INSTRS INC DEL | $24.26万 | 0.08% | 3,200 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $24.21万 | 0.08% | 853 | 0 | 0.0% | — | 不变 |
| DDS | DILLARDS INC | $22.99万 | 0.08% | 435 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $22.87万 | 0.08% | 665 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $22.27万 | 0.07% | 3,829 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $21.67万 | 0.07% | 500 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $21.35万 | 0.07% | 222 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $20.64万 | 0.07% | 198 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $20.25万 | 0.07% | 3,846 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $19.89万 | 0.07% | 1,696 | -10 | -0.6% | -$1,173 | 减仓 |
| JD | JD.COM INC | $19.63万 | 0.07% | 7,704 | -5,735 | -42.7% | -$14.61万 | 减仓 |
| SOXX | ISHARES TR | $19.22万 | 0.06% | 300 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST | $19.17万 | 0.06% | 1,793 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $19.12万 | 0.06% | 1,600 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $18.57万 | 0.06% | 1,852 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $18.41万 | 0.06% | 1,256 | -423 | -25.2% | -$6.20万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $18.07万 | 0.06% | 2,005 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $17.30万 | 0.06% | 1,104 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $17.27万 | 0.06% | 1,100 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $17.09万 | 0.06% | 1,069 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $17.02万 | 0.06% | 2,359 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $16.65万 | 0.06% | 84 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.06万 | 0.05% | 301 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $14.89万 | 0.05% | 893 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $14.80万 | 0.05% | 3,126 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $14.65万 | 0.05% | 1,714 | 154 | 9.9% | $1.32万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $14.56万 | 0.05% | 393 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $14.55万 | 0.05% | 825 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $14.05万 | 0.05% | 470 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $13.99万 | 0.05% | 1,594 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $13.61万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $13.09万 | 0.04% | 1,036 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $12.55万 | 0.04% | 428 | 0 | 0.0% | — | 不变 |
| FXY | INVESCO CURRENCYSHARES | $12.33万 | 0.04% | 2,184 | -2,716 | -55.4% | -$15.33万 | 减仓 |
| WMB | WILLIAMS COS INC | $12.31万 | 0.04% | 1,656 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $12.15万 | 0.04% | 1,459 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $12.06万 | 0.04% | 125 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $11.81万 | 0.04% | 420 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $11.41万 | 0.04% | 422 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $11.35万 | 0.04% | 1,245 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $11.33万 | 0.04% | 5,927 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMDY INDX TRCK | $10.77万 | 0.04% | 4,040 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $10.55万 | 0.04% | 363 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $10.46万 | 0.03% | 2,529 | -25,115 | -90.9% | -$103.90万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $10.25万 | 0.03% | 2,189 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $10.23万 | 0.03% | 1,231 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $10.07万 | 0.03% | 1,175 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $9.75万 | 0.03% | 83 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $9.72万 | 0.03% | 73 | 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 |
| ETN | EATON CORP PLC | $9.67万 | 0.03% | 227 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $9.61万 | 0.03% | 369 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $9.38万 | 0.03% | 1,172 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $9.35万 | 0.03% | 778 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $9.30万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $9.27万 | 0.03% | 910 | 0 | 0.0% | — | 不变 |
| — | FUNDRISE INNOVATION FD LLC | $9.20万 | 0.03% | 1,064 | 1,064 | — | $9.20万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $9.10万 | 0.03% | 93 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $9.08万 | 0.03% | 243 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $8.80万 | 0.03% | 106 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $8.71万 | 0.03% | 4,380 | 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 |
| PAA | PLAINS ALL AMERN PIPELINE L | $8.47万 | 0.03% | 3,807 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $8.34万 | 0.03% | 399 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $8.10万 | 0.03% | 495 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $8.03万 | 0.03% | 16,970 | 16,970 | — | $8.03万 | 新建仓 |
| GLW | CORNING INC | $8.02万 | 0.03% | 314 | 237 | 307.8% | $6.05万 | 加仓 |
| — | PROSHARES TR | $7.93万 | 0.03% | 3,450 | 3,450 | — | $7.93万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $7.83万 | 0.03% | 263 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $7.79万 | 0.03% | 202 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $7.69万 | 0.03% | 856 | 0 | 0.0% | — | 不变 |