Draper Asset Management, LLC
SMITHTOWN NY · SEC CIK 0001847921
$1.98亿2026Q2 申报市值
16持仓数
91.7%前十大占比 · 第一大 18.0%
2 / 10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
SPCX 新建仓+$521.04万
ULTA 新建仓+$477.09万
META 加仓+$182.34万
PLTR 加仓+$66.69万
WY 加仓+$47.68万
2026Q2 卖出最多 按季末市值估算
CRWD 清仓-$293.12万
TKO 清仓-$284.46万
RDDT 清仓-$226.16万
INSM 清仓-$185.12万
GEV 减仓-$169.87万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,563.68万 | 18.02% | 123,157 | -1,071 | -0.9% | -$30.99万 | 减仓 |
| GOOGL | ALPHABET INC | $3,519.44万 | 17.80% | 98,482 | -1,747 | -1.7% | -$62.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,014.01万 | 15.24% | 150,633 | -351 | -0.2% | -$7.02万 | 减仓 |
| AMZN | AMAZON COM INC | $2,925.04万 | 14.79% | 122,726 | 536 | 0.4% | $12.77万 | 加仓 |
| META | META PLATFORMS INC | $2,128.49万 | 10.77% | 37,787 | 3,237 | 9.4% | $182.34万 | 加仓 |
| TSLA | TESLA INC | $971.19万 | 4.91% | 23,091 | 518 | 2.3% | $21.79万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $546.18万 | 2.76% | 75,691 | 1,658 | 2.2% | $11.96万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $521.04万 | 2.64% | 30,495 | 30,495 | — | $521.04万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $477.09万 | 2.41% | 10,579 | 10,579 | — | $477.09万 | 新建仓 |
| LLY | ELI LILLY & CO | $466.81万 | 2.36% | 3,892 | 122 | 3.2% | $14.63万 | 加仓 |
| GOOG | ALPHABET INC | $462.91万 | 2.34% | 13,101 | -126 | -1.0% | -$4.45万 | 减仓 |
| GEV | GE VERNOVA INC | $407.63万 | 2.06% | 3,470 | -1,446 | -29.4% | -$169.87万 | 减仓 |
| ASML | ASML HLDG NV | $267.18万 | 1.35% | 1,343 | 121 | 9.9% | $24.07万 | 加仓 |
| WY | WEYERHAEUSER CO | $219.55万 | 1.11% | 91,710 | 19,918 | 27.7% | $47.68万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $181.40万 | 0.92% | 15,548 | 5,716 | 58.1% | $66.69万 | 加仓 |
| NFLX | NETFLIX INC. | $99.22万 | 0.50% | 13,897 | 5,891 | 73.6% | $42.06万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -7,508 | -100.0% | -$293.12万 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -14,107 | -100.0% | -$284.46万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -16,796 | -100.0% | -$226.16万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -11,321 | -100.0% | -$185.12万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -3,773 | -100.0% | -$124.84万 | 清仓 |
| SENEA | SENECA FOODS CORP NEW | $0 | 0.00% | 0 | -6,533 | -100.0% | -$98.73万 | 清仓 |
| — | CARVANA CO 看跌期权 | $0 | 0.00% | 0 | -116 | -100.0% | -$32.90万 | 清仓 |
| — | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -143 | -100.0% | -$26.81万 | 清仓 |
| — | META PLATFORMS INC 看涨期权 | $0 | 0.00% | 0 | -43 | -100.0% | -$25.73万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,045 | -100.0% | -$20.42万 | 清仓 |