Defiance ETFs, LLC
NEW YORK NY · SEC CIK 0001732541
$73.68亿2026Q2 申报市值
388持仓数
17.3%前十大占比 · 第一大 2.1%
52 / 31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
HQ 新建仓+$1.51亿
ARQQ 加仓+$1.05亿
QNT 新建仓+$9,529.03万
NBIS 加仓+$7,364.33万
QNC 新建仓+$7,155.57万
2026Q2 卖出最多 按季末市值估算
IREN 减仓-$5.46亿
RKLB 减仓-$5.06亿
IONQ 减仓-$4.37亿
ORCL 减仓-$4.05亿
MSTR 清仓-$3.59亿
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 |
|---|---|---|---|---|---|---|---|---|
| STRL | Sterling Infrastructure Inc | $1,626.64万 | 0.22% | 20,947 | 12,908 | 160.6% | $1,002.37万 | 加仓 |
| EQIX | Equinix Inc | $1,586.42万 | 0.22% | 15,651 | 2,601 | 19.9% | $263.64万 | 加仓 |
| VSAT | Viasat Inc | $1,580.26万 | 0.21% | 190,347 | -5,052 | -2.6% | -$41.94万 | 减仓 |
| ATEN | A10 Networks Inc | $1,566.34万 | 0.21% | 412,194 | -10,944 | -2.6% | -$41.59万 | 减仓 |
| IRDM | Iridium Communications Inc | $1,544.34万 | 0.21% | 277,161 | 21,986 | 8.6% | $122.51万 | 加仓 |
| LUNR | Intuitive Machines Inc | $1,516.56万 | 0.21% | 750,770 | -1,334,474 | -64.0% | -$2,695.64万 | 减仓 |
| NTAP | NetApp Inc | $1,510.43万 | 0.20% | 96,587 | -2,446 | -2.5% | -$38.25万 | 减仓 |
| MTSI | MACOM Technology Solutions Holdings Inc | $1,438.28万 | 0.20% | 41,020 | -944 | -2.2% | -$33.10万 | 减仓 |
| CIEN | Ciena Corp | $1,430.79万 | 0.19% | 30,940 | -711 | -2.2% | -$32.88万 | 减仓 |
| DLR | Digital Realty Trust Inc | $1,413.58万 | 0.19% | 80,171 | 12,210 | 18.0% | $215.29万 | 加仓 |
| PEG | Public Service Enterprise Group Inc | $1,408.17万 | 0.19% | 175,429 | 125,453 | 251.0% | $1,007.01万 | 加仓 |
| VIAV | Viavi Solutions Inc | $1,396.67万 | 0.19% | 296,721 | -3,382 | -1.1% | -$15.92万 | 减仓 |
| CLS | Celestica Inc | $1,387.10万 | 0.19% | 38,358 | -1,016 | -2.6% | -$36.74万 | 减仓 |
| FFIV | F5 Inc | $1,343.76万 | 0.18% | 31,679 | -837 | -2.6% | -$35.50万 | 减仓 |
| LITE | Lumentum Holdings Inc | $1,263.35万 | 0.17% | 15,769 | -475 | -2.9% | -$38.06万 | 减仓 |
| KEYS | Keysight Technologies Inc | $1,251.28万 | 0.17% | 37,285 | -873 | -2.3% | -$29.30万 | 减仓 |
| BWXT | BWX Technologies Inc | $1,247.83万 | 0.17% | 65,246 | 43,959 | 206.5% | $840.72万 | 加仓 |
| GNRC | Generac Holdings Inc | $1,238.04万 | 0.17% | 45,816 | 29,776 | 185.6% | $804.61万 | 加仓 |
| NTCT | NetScout Systems Inc | $1,226.80万 | 0.17% | 285,635 | -7,583 | -2.6% | -$32.57万 | 减仓 |
| PCG | PG&E Corp | $1,141.78万 | 0.15% | 689,067 | 501,345 | 267.1% | $830.73万 | 加仓 |
| GSAT | Globalstar Inc | $1,124.31万 | 0.15% | 138,872 | -3,688 | -2.6% | -$29.86万 | 减仓 |
| DT | Dynatrace Inc | $1,096.27万 | 0.15% | 241,576 | -6,414 | -2.6% | -$29.11万 | 减仓 |
| SWKS | Skyworks Solutions Inc | $1,059.96万 | 0.14% | 160,770 | -4,266 | -2.6% | -$28.13万 | 减仓 |
| RDWR | Radware Ltd | $1,058.04万 | 0.14% | 343,965 | -9,133 | -2.6% | -$28.09万 | 减仓 |
| — | Qorvo Inc | $1,025.45万 | 0.14% | 112,836 | -2,996 | -2.6% | -$27.23万 | 减仓 |
| ONDS | Ondas Inc | $1,017.71万 | 0.14% | 1,284,991 | -9,063,375 | -87.6% | -$7,178.19万 | 减仓 |
| ERIC | Telefonaktiebolaget LM Ericsson | $994.39万 | 0.13% | 914,801 | -24,291 | -2.6% | -$26.40万 | 减仓 |
| AKAM | Akamai Technologies Inc | $987.49万 | 0.13% | 87,536 | -2,212 | -2.5% | -$24.95万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $982.35万 | 0.13% | 59,149 | -1,233 | -2.0% | -$20.48万 | 减仓 |
| VZ | Verizon Communications Inc | $939.01万 | 0.13% | 223,626 | -2,607 | -1.2% | -$10.95万 | 减仓 |
| TMUS | T-Mobile US Inc | $887.92万 | 0.12% | 51,307 | -725 | -1.4% | -$12.55万 | 减仓 |
| DY | Dycom Industries Inc | $884.65万 | 0.12% | 18,802 | 11,598 | 161.0% | $545.70万 | 加仓 |
| AGX | Argan Inc | $871.45万 | 0.12% | 11,398 | 6,569 | 136.0% | $502.24万 | 加仓 |
| T | AT&T Inc | $848.23万 | 0.12% | 414,177 | -5,347 | -1.3% | -$10.95万 | 减仓 |
| VMI | Valmont Industries Inc | $832.16万 | 0.11% | 14,886 | 8,667 | 139.4% | $484.50万 | 加仓 |
| KD | Kyndryl Holdings Inc | $823.03万 | 0.11% | 685,858 | -18,211 | -2.6% | -$21.85万 | 减仓 |
| AI | C3.ai Inc | $778.58万 | 0.11% | 825,640 | 320,664 | 63.5% | $302.39万 | 加仓 |
| FLY | Firefly Aerospace Inc | $774.84万 | 0.11% | 273,118 | -7,252 | -2.6% | -$20.57万 | 减仓 |
| RCAT | Red Cat Holdings Inc | $751.82万 | 0.10% | 712,621 | -1,239,001 | -63.5% | -$1,307.15万 | 减仓 |
| OKLO | Oklo Inc | $732.07万 | 0.10% | 139,574 | -3,503,470 | -96.2% | -$1.84亿 | 减仓 |
| NABL | N-able Inc/US | $701.08万 | 0.10% | 1,788,462 | -47,496 | -2.6% | -$18.62万 | 减仓 |
| EVRG | Evergy Inc | $687.33万 | 0.09% | 79,746 | 57,354 | 256.1% | $494.33万 | 加仓 |
| ENS | EnerSys | $687.02万 | 0.09% | 31,163 | 18,500 | 146.1% | $407.85万 | 加仓 |
| IDCC | InterDigital Inc | $684.82万 | 0.09% | 24,262 | -644 | -2.6% | -$18.18万 | 减仓 |
| DOX | Amdocs Ltd | $679.84万 | 0.09% | 132,833 | -3,527 | -2.6% | -$18.05万 | 减仓 |
| NXE | NexGen Energy Ltd | $665.12万 | 0.09% | 703,831 | 486,416 | 223.7% | $459.66万 | 加仓 |
| FCEL | FuelCell Energy Inc | $657.82万 | 0.09% | 206,279 | 54,802 | 36.2% | $174.76万 | 加仓 |
| ACHR | Archer Aviation Inc | $654.20万 | 0.09% | 1,329,671 | 512,329 | 62.7% | $252.07万 | 加仓 |
| CALX | Calix Inc | $633.48万 | 0.09% | 170,796 | -4,533 | -2.6% | -$16.81万 | 减仓 |
| VISN | Vistance Networks Inc | $607.92万 | 0.08% | 491,451 | -13,049 | -2.6% | -$16.14万 | 减仓 |
| FPS | Forgent Power Solutions Inc | $604.40万 | 0.08% | 121,122 | 121,122 | — | $604.40万 | 新建仓 |
| VOYG | Voyager Technologies Inc | $602.74万 | 0.08% | 178,272 | -4,732 | -2.6% | -$16.00万 | 减仓 |
| KC | Kingsoft Cloud Holdings Ltd | $589.26万 | 0.08% | 641,893 | -17,045 | -2.6% | -$15.65万 | 减仓 |
| TLN | Talen Energy Corp | $535.59万 | 0.07% | 14,845 | 10,726 | 260.4% | $386.98万 | 加仓 |
| SMR | NuScale Power Corp | $518.78万 | 0.07% | 511,115 | 385,454 | 306.7% | $391.24万 | 加仓 |
| UEC | Uranium Energy Corp | $514.96万 | 0.07% | 488,116 | 488,116 | — | $514.96万 | 新建仓 |
| AVAV | AeroVironment Inc | $494.32万 | 0.07% | 28,666 | 11,129 | 63.5% | $191.91万 | 加仓 |
| MYRG | MYR Group Inc | $493.21万 | 0.07% | 10,650 | 5,206 | 95.6% | $241.10万 | 加仓 |
| UUUU | Energy Fuels Inc/Canada | $485.87万 | 0.07% | 341,684 | 235,140 | 220.7% | $334.37万 | 加仓 |
| BKSY | BlackSky Technology Inc | $481.94万 | 0.07% | 167,691 | 65,127 | 63.5% | $187.17万 | 加仓 |
| ITRI | Itron Inc | $463.15万 | 0.06% | 54,817 | 36,454 | 198.5% | $308.00万 | 加仓 |
| FEIM | Frequency Electronics Inc | $459.18万 | 0.06% | 69,795 | 27,102 | 63.5% | $178.30万 | 加仓 |
| LEU | Centrus Energy Corp | $451.75万 | 0.06% | 27,158 | 19,451 | 252.4% | $323.55万 | 加仓 |
| WYFI | Whitefiber Inc | $441.15万 | 0.06% | 126,259 | 68,128 | 117.2% | $238.04万 | 加仓 |
| DNN | Denison Mines Corp | $435.49万 | 0.06% | 1,413,934 | 994,471 | 237.1% | $306.30万 | 加仓 |
| LLY | Eli Lilly & Co | $423.54万 | 0.06% | 3,554 | -113,289 | -97.0% | -$1.35亿 | 减仓 |
| AMSC | American Superconductor Corp | $396.78万 | 0.05% | 99,395 | 57,168 | 135.4% | $228.21万 | 加仓 |
| JOBY | Joby Aviation Inc | $394.94万 | 0.05% | 446,765 | 170,830 | 61.9% | $151.01万 | 加仓 |
| AES | AES Corp/The | $384.00万 | 0.05% | 262,292 | 190,362 | 264.6% | $278.69万 | 加仓 |
| — | Atkore Inc | $374.17万 | 0.05% | 51,660 | 29,166 | 129.7% | $211.25万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $372.69万 | 0.05% | 11,156 | 2,636 | 30.9% | $88.06万 | 加仓 |
| SHLS | Shoals Technologies Group Inc | $362.70万 | 0.05% | 358,402 | 171,563 | 91.8% | $173.62万 | 加仓 |
| EOSE | Eos Energy Enterprises Inc | $353.61万 | 0.05% | 637,143 | 408,437 | 178.6% | $226.68万 | 加仓 |
| PNW | Pinnacle West Capital Corp | $353.40万 | 0.05% | 33,246 | 24,619 | 285.4% | $261.70万 | 加仓 |
| CIFR | Cipher Digital Inc | $351.95万 | 0.05% | 154,095 | 80,788 | 110.2% | $184.52万 | 加仓 |
| XE | X-Energy Inc | $340.02万 | 0.05% | 183,203 | 183,203 | — | $340.02万 | 新建仓 |
| WULF | Terawulf Inc | $332.43万 | 0.05% | 140,978 | 56,085 | 66.1% | $132.25万 | 加仓 |
| PLPC | Preformed Line Products Co | $315.80万 | 0.04% | 8,025 | 3,993 | 99.0% | $157.13万 | 加仓 |
| MARA | MARA Holdings Inc | $314.49万 | 0.04% | 235,224 | 116,189 | 97.6% | $155.34万 | 加仓 |
| GILT | Gilat Satellite Networks Ltd | $312.86万 | 0.04% | 235,412 | -6,251 | -2.6% | -$8.31万 | 减仓 |
| FLNC | Fluence Energy Inc | $309.76万 | 0.04% | 168,716 | 95,108 | 129.2% | $174.62万 | 加仓 |
| HUT | HUT 8 CORP | $306.63万 | 0.04% | 28,985 | 8,816 | 43.7% | $93.26万 | 加仓 |
| RIOT | Riot Platforms Inc | $305.96万 | 0.04% | 127,696 | -2,578,090 | -95.3% | -$6,177.10万 | 减仓 |
| NRGV | Energy Vault Holdings Inc | $305.82万 | 0.04% | 684,159 | 355,326 | 108.1% | $158.83万 | 加仓 |
| KEEL | Keel Infrastructure Corp | $302.95万 | 0.04% | 563,097 | 563,097 | — | $302.95万 | 新建仓 |
| BTBT | Bit Digital Inc | $300.92万 | 0.04% | 1,700,123 | 1,087,029 | 177.3% | $192.40万 | 加仓 |
| APLD | Applied Digital Corp | $300.44万 | 0.04% | 84,582 | 38,676 | 84.3% | $137.38万 | 加仓 |
| IREN | IREN Ltd | $300.26万 | 0.04% | 69,312 | -12,601,716 | -99.5% | -$5.46亿 | 减仓 |
| NNE | NANO Nuclear Energy Inc | $299.40万 | 0.04% | 144,289 | 95,305 | 194.6% | $197.76万 | 加仓 |
| — | DigitalBridge Group Inc | $294.75万 | 0.04% | 186,904 | 120,956 | 183.4% | $190.75万 | 加仓 |
| VNET | Vnet Group Inc | $291.91万 | 0.04% | 331,340 | 240,524 | 264.8% | $211.90万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc | $289.25万 | 0.04% | 5,788 | 1,186 | 25.8% | $59.27万 | 加仓 |
| SPIR | Spire Global Inc | $287.47万 | 0.04% | 156,405 | 60,741 | 63.5% | $111.64万 | 加仓 |
| HIVE | Hive Digital Technologies Ltd | $286.73万 | 0.04% | 828,689 | 357,133 | 75.7% | $123.57万 | 加仓 |
| EU | Encore Energy Corp | $286.36万 | 0.04% | 2,105,572 | 2,105,572 | — | $286.36万 | 新建仓 |
| RMBS | Rambus Inc | $282.11万 | 0.04% | 22,782 | 11,343 | 99.2% | $140.46万 | 加仓 |
| BTDR | Bitdeer Technologies Group | $281.74万 | 0.04% | 182,475 | 54,211 | 42.3% | $83.70万 | 加仓 |
| GDS | GDS Holdings Ltd | $280.13万 | 0.04% | 88,622 | 64,470 | 266.9% | $203.79万 | 加仓 |
| CORZ | Core Scientific Inc | $274.76万 | 0.04% | 115,882 | 54,448 | 88.6% | $129.10万 | 加仓 |
| CLSK | Cleanspark Inc | $269.64万 | 0.04% | 197,971 | 94,703 | 91.7% | $128.99万 | 加仓 |