SELDON CAPITAL LP
SAN FRANCISCO CA · SEC CIK 0001867731
$2.72亿2026Q1 申报市值
65持仓数
55.1%前十大占比 · 第一大 10.2%
6 / 5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
BSY 新建仓+$2,786.33万
HUYA INC 新建仓+$751.45万
CF 新建仓+$541.00万
SFD 加仓+$454.90万
FSLY 新建仓+$439.58万
2026Q1 卖出最多 按季末市值估算
VT 减仓-$1,903.12万
ECH 减仓-$906.75万
VSXY 减仓-$688.17万
PAM 减仓-$687.59万
CLS 减仓-$643.70万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -17,843 | -100.0% | -$410.16万 | 清仓 |
| ACMR | ACM RESH INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$39.45万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -378 | -100.0% | -$25.04万 | 清仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $0 | 0.00% | 0 | -7,943 | -100.0% | -$24.71万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -1,767 | -100.0% | -$22.05万 | 清仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $19.13万 | 0.07% | 11,273 | -223,293 | -95.2% | -$378.93万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $21.30万 | 0.08% | 462 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $22.53万 | 0.08% | 1,873 | 1,873 | — | $22.53万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $22.68万 | 0.08% | 454 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $23.71万 | 0.09% | 238 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $26.40万 | 0.10% | 1,828 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $26.58万 | 0.10% | 11,600 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $26.82万 | 0.10% | 5,502 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $27.13万 | 0.10% | 825 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY MERRIMACK STR TR | $32.79万 | 0.12% | 6,552 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $32.90万 | 0.12% | 1,540 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $33.32万 | 0.12% | 2,265 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $33.71万 | 0.12% | 2,668 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $34.23万 | 0.13% | 2,754 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET AND CO | $34.82万 | 0.13% | 7,510 | -148,440 | -95.2% | -$688.17万 | 减仓 |
| LLY | ELI LILLY & CO | $37.16万 | 0.14% | 404 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $37.23万 | 0.14% | 4,068 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $38.45万 | 0.14% | 1,125 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $38.88万 | 0.14% | 3,993 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $39.65万 | 0.15% | 13,221 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $40.96万 | 0.15% | 2,876 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $41.87万 | 0.15% | 1,713 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $44.87万 | 0.16% | 3,786 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $45.22万 | 0.17% | 1,496 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $59.43万 | 0.22% | 1,920 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $79.07万 | 0.29% | 1,382 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $79.89万 | 0.29% | 8,000 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $93.97万 | 0.35% | 8,515 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $107.45万 | 0.40% | 48,976 | -31,644 | -39.3% | -$69.43万 | 减仓 |
| AMZN | AMAZON COM INC | $110.80万 | 0.41% | 5,320 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $129.20万 | 0.47% | 3,823 | 0 | 0.0% | — | 不变 |
| ASHR | DBX ETF TR | $143.96万 | 0.53% | 44,106 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $146.73万 | 0.54% | 27,148 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $158.93万 | 0.58% | 21,582 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $181.48万 | 0.67% | 26,019 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $189.75万 | 0.70% | 5,126 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $222.00万 | 0.82% | 7,720 | 0 | 0.0% | — | 不变 |
| LXU | LSB INDS INC | $228.44万 | 0.84% | 153,318 | 153,318 | — | $228.44万 | 新建仓 |
| EFV | ISHARES TR | $230.49万 | 0.85% | 31,000 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $270.26万 | 0.99% | 1,434 | -1,264 | -46.8% | -$238.22万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $295.98万 | 1.09% | 56,100 | -8,107 | -12.6% | -$42.77万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $311.13万 | 1.14% | 17,840 | 0 | 0.0% | — | 不变 |
| ECH | ISHARES INC | $437.84万 | 1.61% | 110,121 | -228,056 | -67.4% | -$906.75万 | 减仓 |
| FSLY | FASTLY INC | $439.58万 | 1.62% | 151,265 | 151,265 | — | $439.58万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $484.42万 | 1.78% | 19,332 | 1,204 | 6.6% | $30.17万 | 加仓 |
| PDD | PDD HOLDINGS INC | $516.61万 | 1.90% | 50,559 | 2,333 | 4.8% | $23.84万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $541.00万 | 1.99% | 41,667 | 41,667 | — | $541.00万 | 新建仓 |
| IEFA | ISHARES TR | $565.13万 | 2.08% | 62,425 | 0 | 0.0% | — | 不变 |
| PAM | PAMPA ENERGIA SA | $570.44万 | 2.10% | 64,457 | -77,694 | -54.7% | -$687.59万 | 减仓 |
| AAPL | APPLE INC | $590.52万 | 2.17% | 23,268 | 0 | 0.0% | — | 不变 |
| — | HUYA INC | $751.45万 | 2.76% | 2,277,112 | 2,277,112 | — | $751.45万 | 新建仓 |
| SFD | SMITHFIELD FOODS INC | $768.72万 | 2.83% | 274,837 | 162,638 | 145.0% | $454.90万 | 加仓 |
| TER | TERADYNE INC | $809.34万 | 2.98% | 27,300 | -10,052 | -26.9% | -$298.00万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $954.90万 | 3.51% | 149,017 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $969.33万 | 3.56% | 674,553 | 7,901 | 1.2% | $11.35万 | 加仓 |
| INTC | INTEL CORP | $997.65万 | 3.67% | 226,071 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,044.97万 | 3.84% | 75,547 | -137,588 | -64.6% | -$1,903.12万 | 减仓 |
| VDC | VANGUARD WORLD FD | $1,068.89万 | 3.93% | 47,593 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $1,123.56万 | 4.13% | 176,549 | 54,345 | 44.5% | $345.85万 | 加仓 |
| LAR | LITHIUM ARGENTINA AG | $1,241.70万 | 4.57% | 1,858,689 | -290,242 | -13.5% | -$193.90万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,405.08万 | 5.17% | 43,798 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $1,536.31万 | 5.65% | 189,808 | -30,849 | -14.0% | -$249.69万 | 减仓 |
| TLN | TALEN ENERGY CORP | $1,781.30万 | 6.55% | 55,800 | -15,064 | -21.3% | -$480.89万 | 减仓 |
| CLS | CELESTICA INC | $1,993.87万 | 7.33% | 70,785 | -22,852 | -24.4% | -$643.70万 | 减仓 |
| BSY | BENTLEY SYS INC | $2,786.33万 | 10.24% | 793,374 | 793,374 | — | $2,786.33万 | 新建仓 |