Clear Street Group Inc.
NEW YORK NY · SEC CIK 0001881567
$246.22亿2026Q1 申报市值
1,113持仓数
57.1%前十大占比 · 第一大 22.5%
281 / 93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
SNDK 新建仓+$7.78亿
LITE 新建仓+$2.91亿
GOOGL 加仓+$1.36亿
APP 加仓+$9,268.86万
COHR 新建仓+$7,038.51万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$2.43亿
ORCL 减仓-$9,467.75万
MSTR 减仓-$8,581.05万
JPM 清仓-$8,112.73万
SMR 减仓-$7,656.84万
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 |
|---|---|---|---|---|---|---|---|---|
| CRWV | COREWEAVE INC | $2.87亿 | 1.17% | 3,710,242 | -943,573 | -20.3% | -$7,309.86万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $2.90亿 | 1.18% | 14,636,069 | -2,565,862 | -14.9% | -$5,075.28万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $2.91亿 | 1.18% | 414,168 | 414,168 | — | $2.91亿 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $3.17亿 | 1.29% | 3,058,590 | -453,066 | -12.9% | -$4,701.01万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3.19亿 | 1.30% | 2,180,652 | 79,674 | 3.8% | $1,166.54万 | 加仓 |
| GOOG | ALPHABET INC 看跌期权 | $4.22亿 | 1.71% | 1,469,800 | -130,000 | -8.1% | -$3,729.18万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $4.46亿 | 1.81% | 2,554,198 | 1,656 | 0.1% | $28.92万 | 加仓 |
| GOOG | ALPHABET INC | $4.65亿 | 1.89% | 1,620,450 | -100,192 | -5.8% | -$2,875.66万 | 减仓 |
| GOOGL | ALPHABET INC | $5.78亿 | 2.35% | 2,010,500 | 472,073 | 30.7% | $1.36亿 | 加仓 |
| GOOGL | ALPHABET INC 看跌期权 | $5.78亿 | 2.35% | 2,010,500 | 475,000 | 30.9% | $1.37亿 | 加仓 |
| META | META PLATFORMS INC 看跌期权 | $5.83亿 | 2.37% | 1,019,500 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $7.47亿 | 3.03% | 1,304,555 | -123,023 | -8.6% | -$7,040.80万 | 减仓 |
| SNDK | SANDISK CORP | $7.78亿 | 3.16% | 1,224,583 | 1,224,583 | — | $7.78亿 | 新建仓 |
| AMZN | AMAZON COM INC | $7.80亿 | 3.17% | 3,743,315 | 193,907 | 5.5% | $4,039.82万 | 加仓 |
| AMZN | AMAZON COM INC 看跌期权 | $7.81亿 | 3.17% | 3,750,000 | 200,000 | 5.6% | $4,165.40万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $8.87亿 | 3.60% | 4,360,000 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $9.11亿 | 3.70% | 5,225,000 | -785,000 | -13.1% | -$1.37亿 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $9.51亿 | 3.86% | 3,747,600 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $9.60亿 | 3.90% | 3,768,562 | -16,142 | -0.4% | -$411.22万 | 减仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $10.46亿 | 4.25% | 2,826,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $10.66亿 | 4.33% | 2,874,170 | 27,015 | 0.9% | $1,001.64万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $11.19亿 | 4.55% | 5,501,140 | -29,885 | -0.5% | -$608.08万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $55.50亿 | 22.54% | 31,819,354 | -1,394,219 | -4.2% | -$2.43亿 | 减仓 |