Red Wave Investments LLC
DILLSBURG PA · SEC CIK 0001846493
$3.35亿2026Q1 申报市值
112持仓数
56.7%前十大占比 · 第一大 12.9%
11 / 9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
CHYM 新建仓+$699.05万
FLY 新建仓+$422.18万
VBIL 加仓+$193.68万
FXE 新建仓+$73.38万
SPYD 新建仓+$36.64万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$145.68万
SGOV 减仓-$97.42万
VT 减仓-$97.07万
SPDW 减仓-$70.10万
VB 减仓-$61.29万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $23.90万 | 0.07% | 1,452 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $23.57万 | 0.07% | 279 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $22.97万 | 0.07% | 972 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $22.96万 | 0.07% | 1,190 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $22.58万 | 0.07% | 929 | -10 | -1.1% | -$2,431 | 减仓 |
| AMGN | AMGEN INC | $21.89万 | 0.07% | 622 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $21.21万 | 0.06% | 194 | 194 | — | $21.21万 | 新建仓 |
| VST | VISTRA CORP | $20.69万 | 0.06% | 1,376 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $20.23万 | 0.06% | 1,042 | 1,042 | — | $20.23万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $14.63万 | 0.04% | 1,000 | 1,000 | — | $14.63万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $13.18万 | 0.04% | 901 | 901 | — | $13.18万 | 新建仓 |
| — | QUANTUM SI INC | $2.86万 | 0.01% | 37,000 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -389 | -100.0% | -$25.77万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -42 | -100.0% | -$22.49万 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -1,761 | -100.0% | -$22.17万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -887 | -100.0% | -$21.50万 | 清仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $0 | 0.00% | 0 | -545 | -100.0% | -$21.43万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -412 | -100.0% | -$21.05万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,077 | -100.0% | -$20.99万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,197 | -100.0% | -$20.95万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -359 | -100.0% | -$20.82万 | 清仓 |