Proem Advisors LLC
Dallas TX · SEC CIK 0001842526
$18.71亿2026Q2 申报市值
56持仓数
64.4%前十大占比 · 第一大 24.7%
31 / 11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 加仓+$4,270.87万
LRCX 新建仓+$2,816.64万
INTC 新建仓+$2,094.45万
AMAT 新建仓+$1,807.50万
NVDA 加仓+$1,800.81万
2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$3,777.50万
FSLY 清仓-$753.65万
IOT 清仓-$576.76万
APP 减仓-$566.75万
DLO 清仓-$551.85万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -1,100,000 | -100.0% | -$7.15亿 | 清仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -760,200 | -100.0% | -$4.39亿 | 清仓 |
| IWM | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -400,000 | -100.0% | -$9,920.00万 | 清仓 |
| META | META PLATFORMS INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$2,860.65万 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -259,343 | -100.0% | -$753.65万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -182,000 | -100.0% | -$576.76万 | 清仓 |
| DLO | DLOCAL LTD | $0 | 0.00% | 0 | -425,485 | -100.0% | -$551.85万 | 清仓 |
| SEZL | SEZZLE INC | $0 | 0.00% | 0 | -68,232 | -100.0% | -$431.84万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -20,000 | -100.0% | -$294.22万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$240.72万 | 清仓 |
| BMBL | BUMBLE INC | $0 | 0.00% | 0 | -177,608 | -100.0% | -$57.90万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $108.24万 | 0.06% | 55,000 | 0 | 0.0% | — | 不变 |
| DRAM | ROUNDHILL ETF TRUST | $184.62万 | 0.10% | 25,000 | 25,000 | — | $184.62万 | 新建仓 |
| AMZN | AMAZON COM INC | $238.34万 | 0.13% | 10,000 | -10,000 | -50.0% | -$238.34万 | 减仓 |
| — | PROEM ACQUISITION CORP I | $244.87万 | 0.13% | 242,924 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $265.93万 | 0.14% | 7,500 | 7,500 | — | $265.93万 | 新建仓 |
| COHR | COHERENT CORP | $295.85万 | 0.16% | 7,500 | 7,500 | — | $295.85万 | 新建仓 |
| MNTN | MNTN INC | $313.21万 | 0.17% | 340,441 | 15,000 | 4.6% | $13.80万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $381.37万 | 0.20% | 110,000 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD | $431.01万 | 0.23% | 95,000 | 17,500 | 22.6% | $79.40万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $469.28万 | 0.25% | 160,000 | 160,000 | — | $469.28万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $476.96万 | 0.25% | 40,881 | 5,000 | 13.9% | $58.33万 | 加仓 |
| GLW | CORNING INC | $510.86万 | 0.27% | 20,000 | 20,000 | — | $510.86万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $543.90万 | 0.29% | 20,000 | 20,000 | — | $543.90万 | 新建仓 |
| NU | NU HLDGS LTD | $568.62万 | 0.30% | 425,614 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC 看涨期权 | $610.06万 | 0.33% | 208,000 | 208,000 | — | $610.06万 | 新建仓 |
| NOK | NOKIA CORP 看涨期权 | $664.00万 | 0.35% | 500,000 | 500,000 | — | $664.00万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $690.34万 | 0.37% | 16,000 | 16,000 | — | $690.34万 | 新建仓 |
| DUOL | DUOLINGO INC | $787.31万 | 0.42% | 68,450 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $794.34万 | 0.42% | 20,000 | 20,000 | — | $794.34万 | 新建仓 |
| DASH | DOORDASH INC | $800.71万 | 0.43% | 43,392 | 9,810 | 29.2% | $181.02万 | 加仓 |
| TXN | TEXAS INSTRS INC | $819.69万 | 0.44% | 27,500 | 27,500 | — | $819.69万 | 新建仓 |
| WOLF | WOLFSPEED INC 看涨期权 | $820.25万 | 0.44% | 170,000 | 170,000 | — | $820.25万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $922.58万 | 0.49% | 92,000 | -500 | -0.5% | -$5.01万 | 减仓 |
| MELI | MERCADOLIBRE INC | $933.56万 | 0.50% | 5,500 | 200 | 3.8% | $33.95万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI 看涨期权 | $1,087.80万 | 0.58% | 40,000 | 40,000 | — | $1,087.80万 | 新建仓 |
| META | META PLATFORMS INC | $1,126.58万 | 0.60% | 20,000 | -5,000 | -20.0% | -$281.64万 | 减仓 |
| AVGO | BROADCOM INC | $1,133.25万 | 0.61% | 30,000 | -100,000 | -76.9% | -$3,777.50万 | 减仓 |
| WDAY | WORKDAY INC 看涨期权 | $1,224.20万 | 0.65% | 100,000 | 100,000 | — | $1,224.20万 | 新建仓 |
| SE | SEA LTD | $1,332.04万 | 0.71% | 139,000 | 14,000 | 11.2% | $134.16万 | 加仓 |
| APP | APPLOVIN CORP | $1,416.88万 | 0.76% | 27,500 | -11,000 | -28.6% | -$566.75万 | 减仓 |
| ARM | ARM HOLDINGS PLC 看涨期权 | $1,772.85万 | 0.95% | 50,000 | 50,000 | — | $1,772.85万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $1,807.50万 | 0.97% | 25,000 | 25,000 | — | $1,807.50万 | 新建仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $1,921.05万 | 1.03% | 51,500 | 1,500 | 3.0% | $55.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $2,000.90万 | 1.07% | 100,000 | -200,000 | -66.7% | -$4,001.80万 | 减仓 |
| INTC | INTEL CORP | $2,094.45万 | 1.12% | 150,000 | 150,000 | — | $2,094.45万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. 看涨期权 | $2,280.00万 | 1.22% | 250,000 | 250,000 | — | $2,280.00万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,627.22万 | 1.40% | 45,226 | 29,526 | 188.1% | $1,715.19万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,816.64万 | 1.51% | 65,000 | 65,000 | — | $2,816.64万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $2,978.90万 | 1.59% | 100,000 | 100,000 | — | $2,978.90万 | 新建仓 |
| TXN | TEXAS INSTRS INC 看涨期权 | $2,980.70万 | 1.59% | 100,000 | 100,000 | — | $2,980.70万 | 新建仓 |
| AAPL | APPLE INC | $3,182.96万 | 1.70% | 110,000 | -10,000 | -8.3% | -$289.36万 | 减仓 |
| MU | MICRON TECHNOLOGY INC 看跌期权 | $3,462.87万 | 1.85% | 30,000 | 30,000 | — | $3,462.87万 | 新建仓 |
| GOOG | ALPHABET INC | $3,709.97万 | 1.98% | 105,000 | 40,000 | 61.5% | $1,413.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,730.20万 | 1.99% | 100,000 | 10,000 | 11.1% | $373.02万 | 加仓 |
| AMAT | APPLIED MATLS INC 看涨期权 | $4,338.00万 | 2.32% | 60,000 | 60,000 | — | $4,338.00万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC 看涨期权 | $4,659.77万 | 2.49% | 108,000 | 108,000 | — | $4,659.77万 | 新建仓 |
| AMZN | AMAZON COM INC 看涨期权 | $4,766.80万 | 2.55% | 200,000 | 100,000 | 100.0% | $2,383.40万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $6,002.31万 | 3.21% | 52,000 | 37,000 | 246.7% | $4,270.87万 | 加仓 |
| KLAC | KLA CORP 看涨期权 | $6,034.20万 | 3.23% | 200,000 | 200,000 | — | $6,034.20万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $6,903.10万 | 3.69% | 345,000 | 90,000 | 35.3% | $1,800.81万 | 加仓 |
| COHR | COHERENT CORP 看涨期权 | $7,396.31万 | 3.95% | 187,500 | 187,500 | — | $7,396.31万 | 新建仓 |
| LRCX | LAM RESEARCH CORP 看涨期权 | $8,666.60万 | 4.63% | 200,000 | 200,000 | — | $8,666.60万 | 新建仓 |
| INTC | INTEL CORP 看涨期权 | $1.12亿 | 5.97% | 800,000 | 800,000 | — | $1.12亿 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $1.16亿 | 6.21% | 200,000 | 200,000 | — | $1.16亿 | 新建仓 |
| DRAM | ROUNDHILL ETF TRUST 看涨期权 | $1.18亿 | 6.32% | 1,600,000 | 1,600,000 | — | $1.18亿 | 新建仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $4.62亿 | 24.68% | 400,000 | 400,000 | — | $4.62亿 | 新建仓 |