One68 Global Capital, LLC
NEW YORK NY · SEC CIK 0001755535
$3,090.00万2026Q1 申报市值
40持仓数
71.4%前十大占比 · 第一大 14.5%
35 / 29新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CHART INDS INC 新建仓+$447.12万
SEALED AIR CORP 新建仓+$414.19万
WARNER BROS DISC 新建仓+$390.12万
APELLIS PHARMACE 新建仓+$222.66万
ELECTRONIC ARTS 新建仓+$160.55万
2026Q1 卖出最多 按季末市值估算
DTE 清仓-$64.50万
CLEARWATER ANALY 清仓-$48.20万
AMICUS THERAPEUT 清仓-$42.70万
ARES 清仓-$40.40万
PANW 清仓-$36.84万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -5,000 | -100.0% | -$64.50万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -20,000 | -100.0% | -$48.20万 | 清仓 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$42.70万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -2,500 | -100.0% | -$40.40万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$36.84万 | 清仓 |
| TASK | TASKUS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -3,500 | -100.0% | -$34.72万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -8,000 | -100.0% | -$32.90万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -3,000 | -100.0% | -$30.50万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$30.00万 | 清仓 |
| — | ALEXANDER & BALDWIN INC NEW | $0 | 0.00% | 0 | -13,748 | -100.0% | -$28.40万 | 清仓 |
| FLR | FLUOR CORP NEW | $0 | 0.00% | 0 | -6,500 | -100.0% | -$25.80万 | 清仓 |
| VSTS | VESTIS CORPORATION | $0 | 0.00% | 0 | -38,243 | -100.0% | -$25.51万 | 清仓 |
| PD | PAGERDUTY INC | $0 | 0.00% | 0 | -18,000 | -100.0% | -$23.60万 | 清仓 |
| FWRD | FORWARD AIR CORP | $0 | 0.00% | 0 | -9,000 | -100.0% | -$22.50万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.37万 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -11,400 | -100.0% | -$22.13万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,000 | -100.0% | -$21.70万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$21.64万 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$20.77万 | 清仓 |
| — | LENSAR INC | $0 | 0.00% | 0 | -16,968 | -100.0% | -$19.70万 | 清仓 |
| PRMB | PRIMO BRANDS CORPORATION | $0 | 0.00% | 0 | -12,000 | -100.0% | -$19.62万 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | -26,000 | -100.0% | -$18.20万 | 清仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$15.30万 | 清仓 |
| WULF | TERAWULF INC | $0 | 0.00% | 0 | -11,626 | -100.0% | -$13.36万 | 清仓 |
| NXH | BED BATH & BEYOND INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$10.90万 | 清仓 |
| — | KORE GROUP HLDGS INC | $0 | 0.00% | 0 | -14,000 | -100.0% | -$5.90万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$5.50万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$4.90万 | 清仓 |
| — | CEA INDUSTRIES INC | $0 | 0.00% | 0 | -56,400 | -100.0% | -$3,000 | 清仓 |
| — | ALPHATON CAPITAL CORP | $3.54万 | 0.11% | 112,000 | 112,000 | — | $3.54万 | 新建仓 |
| EVH | EVOLENT HEALTH INC | $4.91万 | 0.16% | 21,514 | -20,000 | -48.2% | -$4.56万 | 减仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $5.19万 | 0.17% | 11,000 | 11,000 | — | $5.19万 | 新建仓 |
| — | BIMERGEN ENERGY CORP | $6.24万 | 0.20% | 29,300 | 29,300 | — | $6.24万 | 新建仓 |
| MSOS | ADVISORSHARES TR | $7.10万 | 0.23% | 20,000 | 20,000 | — | $7.10万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $11.14万 | 0.36% | 10,000 | 10,000 | — | $11.14万 | 新建仓 |
| PATH | UIPATH INC | $16.65万 | 0.54% | 15,000 | 15,000 | — | $16.65万 | 新建仓 |
| NKE | NIKE INC | $21.13万 | 0.68% | 4,000 | 600 | 17.6% | $3.17万 | 加仓 |
| — | STREAMEX CORP | $21.80万 | 0.71% | 192,924 | 168,256 | 682.1% | $19.01万 | 加仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $22.08万 | 0.71% | 39,780 | 39,780 | — | $22.08万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $22.28万 | 0.72% | 2,000 | 2,000 | — | $22.28万 | 新建仓 |
| BIDU | BAIDU INC | $22.28万 | 0.72% | 2,000 | 2,000 | — | $22.28万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $22.70万 | 0.73% | 8,000 | 8,000 | — | $22.70万 | 新建仓 |
| GLNG | GOLAR LNG LTD | $27.05万 | 0.88% | 5,000 | 5,000 | — | $27.05万 | 新建仓 |
| QXO | QXO INC | $29.13万 | 0.94% | 15,000 | 4,000 | 36.4% | $7.77万 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $30.22万 | 0.98% | 17,409 | 17,409 | — | $30.22万 | 新建仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $31.31万 | 1.01% | 11,882 | 11,882 | — | $31.31万 | 新建仓 |
| TXNM | TXNM ENERGY INC | $34.82万 | 1.13% | 6,000 | 6,000 | — | $34.82万 | 新建仓 |
| SHOP | SHOPIFY INC | $35.59万 | 1.15% | 3,000 | 3,000 | — | $35.59万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $35.89万 | 1.16% | 1,000 | 1,000 | — | $35.89万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $36.49万 | 1.18% | 2,000 | 2,000 | — | $36.49万 | 新建仓 |
| CDE | COEUR MNG INC | $37.54万 | 1.21% | 20,000 | 20,000 | — | $37.54万 | 新建仓 |
| ABNB | AIRBNB INC | $37.98万 | 1.23% | 3,000 | 3,000 | — | $37.98万 | 新建仓 |
| ALK | ALASKA AIR GROUP INC | $40.46万 | 1.31% | 11,000 | 11,000 | — | $40.46万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $40.79万 | 1.32% | 6,500 | 6,500 | — | $40.79万 | 新建仓 |
| DIS | DISNEY WALT CO | $48.19万 | 1.56% | 5,000 | 5,000 | — | $48.19万 | 新建仓 |
| SGRY | SURGERY PARTNERS INC | $53.64万 | 1.74% | 45,000 | 21,000 | 87.5% | $25.03万 | 加仓 |
| — | TERNS PHARMACEUTICALS INC | $57.99万 | 1.88% | 11,000 | 11,000 | — | $57.99万 | 新建仓 |
| RKT | ROCKET COS INC | $58.42万 | 1.89% | 41,000 | 41,000 | — | $58.42万 | 新建仓 |
| QGEN | QIAGEN NV | $60.75万 | 1.97% | 15,172 | 15,172 | — | $60.75万 | 新建仓 |
| — | HOLOGIC INC | $68.99万 | 2.23% | 9,127 | 9,127 | — | $68.99万 | 新建仓 |
| — | SKYWATER TECHNOLOGY INC | $109.64万 | 3.55% | 40,000 | 40,000 | — | $109.64万 | 新建仓 |
| — | VERIS RESIDENTIAL INC | $113.22万 | 3.66% | 60,000 | 60,000 | — | $113.22万 | 新建仓 |
| — | TRI POINTE HOMES INC | $129.68万 | 4.20% | 27,750 | 27,750 | — | $129.68万 | 新建仓 |
| AMZN | AMAZON COM INC | $150.52万 | 4.87% | 7,227 | 7,227 | — | $150.52万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $160.55万 | 5.20% | 7,875 | 7,875 | — | $160.55万 | 新建仓 |
| — | APELLIS PHARMACEUTICALS INC | $222.66万 | 7.21% | 55,347 | 55,347 | — | $222.66万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $390.12万 | 12.63% | 142,069 | 142,069 | — | $390.12万 | 新建仓 |
| — | SEALED AIR CORP NEW | $414.19万 | 13.40% | 98,500 | 98,500 | — | $414.19万 | 新建仓 |
| — | CHART INDS INC | $447.12万 | 14.47% | 21,626 | 21,626 | — | $447.12万 | 新建仓 |