State of Wyoming
CHEYENNE WY · SEC CIK 0001821626
$9.89亿2026Q2 申报市值
1,872持仓数
31.1%前十大占比 · 第一大 20.0%
413 / 450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
MSFT 加仓+$639.13万
INCY 加仓+$394.88万
ICLR 加仓+$332.59万
MU 加仓+$318.01万
LSCC 加仓+$289.84万
2026Q2 卖出最多 按季末市值估算
IESC 清仓-$844.40万
AAPL 减仓-$496.51万
PWR 减仓-$403.51万
HUM 减仓-$386.97万
DY 减仓-$243.64万
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 |
|---|---|---|---|---|---|---|---|---|
| COHR | COHERENT CORP | $348.99万 | 0.35% | 8,847 | 852 | 10.7% | $33.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $385.40万 | 0.39% | 8,070 | -2,170 | -21.2% | -$103.63万 | 减仓 |
| ICLR | ICON PUB LTD CO | $386.12万 | 0.39% | 22,228 | 19,146 | 621.2% | $332.59万 | 加仓 |
| AVGO | BROADCOM INC | $387.31万 | 0.39% | 10,253 | -2,401 | -19.0% | -$90.70万 | 减仓 |
| AMZN | AMAZON COM INC | $389.35万 | 0.39% | 16,336 | -1,041 | -6.0% | -$24.81万 | 减仓 |
| INDA | ISHARES TR | $392.80万 | 0.40% | 79,530 | -8,150 | -9.3% | -$40.25万 | 减仓 |
| EEM | ISHARES TR | $400.49万 | 0.40% | 58,543 | -7,927 | -11.9% | -$54.23万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $402.66万 | 0.41% | 15,449 | 5,274 | 51.8% | $137.46万 | 加仓 |
| INCY | INCYTE CORP | $402.71万 | 0.41% | 35,525 | 34,834 | 5,041.1% | $394.88万 | 加仓 |
| META | META PLATFORMS INC | $410.13万 | 0.41% | 7,281 | 1,477 | 25.4% | $83.20万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $418.71万 | 0.42% | 48,106 | -1,081 | -2.2% | -$9.41万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $432.40万 | 0.44% | 3,746 | 2,755 | 278.0% | $318.01万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $452.85万 | 0.46% | 15,202 | 8,843 | 139.1% | $263.42万 | 加仓 |
| GOOG | ALPHABET INC | $651.01万 | 0.66% | 18,425 | -396 | -2.1% | -$13.99万 | 减仓 |
| EWT | ISHARES INC | $992.80万 | 1.00% | 91,410 | -15,170 | -14.2% | -$164.76万 | 减仓 |
| GOOGL | ALPHABET INC | $1,009.82万 | 1.02% | 28,257 | -1,698 | -5.7% | -$60.68万 | 减仓 |
| EMXC | ISHARES INC | $1,039.89万 | 1.05% | 101,651 | 863 | 0.9% | $8.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,134.32万 | 1.15% | 30,409 | 17,134 | 129.1% | $639.13万 | 加仓 |
| AAPL | APPLE INC | $1,410.72万 | 1.43% | 48,753 | -17,159 | -26.0% | -$496.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,035.28万 | 2.06% | 101,718 | -4,375 | -4.1% | -$87.54万 | 减仓 |
| EFA | ISHARES TR | $2,206.95万 | 2.23% | 212,452 | 46 | 0.0% | $4,778 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.98亿 | 20.03% | 265,295 | 900 | 0.3% | $67.21万 | 加仓 |