Stony Point Capital LLC
NEW YORK NY · SEC CIK 0001776023
$15.40亿2026Q2 申报市值
30持仓数
63.2%前十大占比 · 第一大 9.2%
3 / 5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
MU 新建仓+$3,078.15万
ASML 新建仓+$3,052.00万
PLTR 新建仓+$2,074.87万
TSM 加仓+$455.41万
GOOGL 加仓+$418.41万
2026Q2 卖出最多 按季末市值估算
NDAQ 清仓-$6,218.23万
TJX 清仓-$2,216.89万
RACE 清仓-$1,828.34万
SNOW 清仓-$1,235.14万
NFLX 清仓-$1,178.29万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -732,505 | -100.0% | -$6,218.23万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -138,816 | -100.0% | -$2,216.89万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -54,021 | -100.0% | -$1,828.34万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -81,895 | -100.0% | -$1,235.14万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -122,547 | -100.0% | -$1,178.29万 | 清仓 |
| NOW | SERVICENOW INC | $822.24万 | 0.53% | 82,820 | 3,000 | 3.8% | $29.78万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $846.86万 | 0.55% | 11,500 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $868.21万 | 0.56% | 9,281 | 293 | 3.3% | $27.41万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,151.33万 | 0.75% | 68,642 | 2,201 | 3.3% | $36.92万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,634.74万 | 1.06% | 177,515 | 5,708 | 3.3% | $52.56万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1,646.05万 | 1.07% | 91,661 | 2,924 | 3.3% | $52.51万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1,881.01万 | 1.22% | 93,760 | 2,950 | 3.2% | $59.18万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,074.87万 | 1.35% | 177,841 | 177,841 | — | $2,074.87万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,089.83万 | 1.36% | 63,240 | 2,023 | 3.3% | $66.85万 | 加仓 |
| RDDT | REDDIT INC | $2,161.97万 | 1.40% | 124,552 | 3,966 | 3.3% | $68.84万 | 加仓 |
| TOST | TOAST INC | $2,360.07万 | 1.53% | 848,336 | 27,954 | 3.4% | $77.77万 | 加仓 |
| DDOG | DATADOG INC | $2,570.74万 | 1.67% | 98,738 | 3,483 | 3.7% | $90.68万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2,766.72万 | 1.80% | 317,868 | 10,158 | 3.3% | $88.42万 | 加仓 |
| ASML | ASML HLDG NV | $3,052.00万 | 1.98% | 15,341 | 15,341 | — | $3,052.00万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $3,078.15万 | 2.00% | 26,667 | 26,667 | — | $3,078.15万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $4,626.94万 | 3.01% | 82,534 | 2,669 | 3.3% | $149.63万 | 加仓 |
| META | META PLATFORMS INC | $4,986.02万 | 3.24% | 88,516 | 3,009 | 3.5% | $169.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,157.23万 | 3.35% | 138,256 | 4,417 | 3.3% | $164.76万 | 加仓 |
| DASH | DOORDASH INC | $6,169.52万 | 4.01% | 334,337 | 10,699 | 3.3% | $197.43万 | 加仓 |
| AMZN | AMAZON COM INC | $6,636.03万 | 4.31% | 278,427 | 8,696 | 3.2% | $207.26万 | 加仓 |
| AAPL | APPLE INC | $6,974.47万 | 4.53% | 241,031 | 7,752 | 3.3% | $224.31万 | 加仓 |
| GRMN | GARMIN LTD | $7,357.56万 | 4.78% | 309,740 | 9,669 | 3.2% | $229.68万 | 加仓 |
| SHOP | SHOPIFY INC | $7,441.85万 | 4.83% | 651,765 | 20,376 | 3.2% | $232.65万 | 加仓 |
| TSLA | TESLA INC | $8,115.56万 | 5.27% | 192,952 | 6,189 | 3.3% | $260.31万 | 加仓 |
| AVGO | BROADCOM INC | $8,242.62万 | 5.35% | 218,203 | 7,170 | 3.4% | $270.85万 | 加仓 |
| SNDK | SANDISK CORP | $9,347.76万 | 6.07% | 41,112 | 1,417 | 3.6% | $322.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.01亿 | 6.54% | 503,550 | 16,086 | 3.3% | $321.86万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1.26亿 | 8.21% | 370,769 | 11,989 | 3.3% | $408.85万 | 加仓 |
| GOOGL | ALPHABET INC | $1.30亿 | 8.46% | 364,646 | 11,708 | 3.3% | $418.41万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.41亿 | 9.19% | 296,263 | 9,536 | 3.3% | $455.41万 | 加仓 |