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 |
|---|---|---|---|---|---|---|---|---|
| WSO | WATSCO INC | $1.75万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $1.72万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $1.70万 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.69万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $1.67万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.66万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $1.61万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $1.58万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $1.58万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1.57万 | 0.01% | 96 | 96 | — | $1.57万 | 新建仓 |
| NUE | NUCOR CORP | $1.56万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $1.55万 | 0.01% | 311 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $1.50万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $1.48万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ENVA | ENOVA INTL INC | $1.47万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.39万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| HIMX | HIMAX TECHNOLOGIES INC | $1.38万 | 0.00% | 900 | -5,300 | -85.5% | -$8.13万 | 减仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $1.37万 | 0.00% | 4,477 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP | $1.35万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1.29万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1.22万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $1.17万 | 0.00% | 740 | -190 | -20.4% | -$2,992 | 减仓 |
| FLS | FLOWSERVE CORP | $1.13万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $1.13万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $1.09万 | 0.00% | 50 | -1,000 | -95.2% | -$21.79万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.09万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $1.08万 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.06万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $1.03万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $1.03万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $1.02万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $1.01万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $9,737 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $9,575 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $9,106 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $8,712 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $8,677 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES TR | $8,578 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $8,423 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $7,921 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $7,797 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $7,741 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $7,700 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $7,523 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $7,497 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $7,444 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $7,356 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $7,233 | 0.00% | 75 | 11 | 17.2% | $1,061 | 加仓 |
| INFQ | INFLEQTION INC | $7,113 | 0.00% | 534 | 534 | — | $7,113 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $7,033 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HPK | HIGHPEAK ENERGY INC | $6,990 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $6,965 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $6,841 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $6,672 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $6,519 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $6,342 | 0.00% | 42 | 42 | — | $6,342 | 新建仓 |
| UUP | INVESCO DB US DLR INDEX TR | $6,279 | 0.00% | 221 | -10 | -4.3% | -$284 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $6,094 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $6,064 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $6,004 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $5,728 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $5,468 | 0.00% | 32 | 32 | — | $5,468 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $5,373 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $4,855 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC | $4,827 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $4,652 | 0.00% | 87 | -7,613 | -98.9% | -$40.71万 | 重新持有 |
| FNDA | SCHWAB STRATEGIC TR | $4,643 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| EVTC | EVERTEC INC | $4,389 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| EWP | ISHARES INC | $4,335 | 0.00% | 73 | -8,298 | -99.1% | -$49.28万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $4,315 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $4,190 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $4,168 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $4,001 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $3,969 | 0.00% | 18 | -23 | -56.1% | -$5,072 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $3,758 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $3,734 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $3,700 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $3,639 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $3,632 | 0.00% | 75 | -6 | -7.4% | -$291 | 减仓 |
| IWM | ISHARES TR | $3,305 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $2,780 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $2,762 | 0.00% | 48 | 48 | — | $2,762 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2,688 | 0.00% | 42 | -58 | -58.0% | -$3,712 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $2,659 | 0.00% | 29 | -224 | -88.5% | -$2.05万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,601 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $2,266 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $2,211 | 0.00% | 13 | -155 | -92.3% | -$2.64万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $2,210 | 0.00% | 90 | -1,951 | -95.6% | -$4.79万 | 减仓 |
| DTH | WISDOMTREE TR | $2,164 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES INC | $2,137 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $2,094 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $2,012 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $1,991 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $1,944 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $1,908 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $1,869 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP | $1,784 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $1,707 | 0.00% | 9 | 9 | — | $1,707 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $1,616 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $1,591 | 0.00% | 51 | 0 | 0.0% | — | 不变 |