Clear Street Group Inc.
NEW YORK NY · SEC CIK 0001881567
$395.25亿2026Q2 申报市值
1,414持仓数
57.9%前十大占比 · 第一大 17.2%
394 / 110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
SNDK 加仓+$39.99亿
DRAM 新建仓+$10.69亿
WDC 加仓+$3.69亿
SPCX 新建仓+$2.17亿
AAOI 新建仓+$1.82亿
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$11.84亿
NVDA 减仓-$2.24亿
UNH 减仓-$1.60亿
BRK/B 清仓-$9,224.60万
ASTS 减仓-$8,656.34万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| COHR | COHERENT CORP | $2.92亿 | 0.74% | 739,976 | 444,501 | 150.4% | $1.75亿 | 加仓 |
| BE | BLOOM ENERGY CORP | $3.02亿 | 0.76% | 996,971 | 328,987 | 49.3% | $9,958.44万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $3.38亿 | 0.86% | 2,313,977 | -240,221 | -9.4% | -$3,511.79万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $5.03亿 | 1.27% | 585,683 | 171,515 | 41.4% | $1.47亿 | 加仓 |
| GOOG | ALPHABET INC 看跌期权 | $5.19亿 | 1.31% | 1,469,800 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $5.22亿 | 1.32% | 817,892 | 577,142 | 239.7% | $3.69亿 | 加仓 |
| GOOG | ALPHABET INC | $5.77亿 | 1.46% | 1,633,092 | 12,642 | 0.8% | $446.68万 | 加仓 |
| META | META PLATFORMS INC 看跌期权 | $5.93亿 | 1.50% | 1,052,000 | 32,500 | 3.2% | $1,830.69万 | 加仓 |
| GOOGL | ALPHABET INC | $7.16亿 | 1.81% | 2,004,159 | -6,341 | -0.3% | -$226.61万 | 减仓 |
| GOOGL | ALPHABET INC 看跌期权 | $7.18亿 | 1.82% | 2,010,500 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $7.19亿 | 1.82% | 1,276,017 | -28,538 | -2.2% | -$1,607.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $8.98亿 | 2.27% | 4,490,000 | -735,000 | -14.1% | -$1.47亿 | 减仓 |
| AMZN | AMAZON COM INC | $9.88亿 | 2.50% | 4,144,837 | 401,522 | 10.7% | $9,569.88万 | 加仓 |
| AMZN | AMAZON COM INC 看跌期权 | $9.89亿 | 2.50% | 4,150,000 | 400,000 | 10.7% | $9,533.60万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $9.99亿 | 2.53% | 3,618,657 | 560,067 | 18.3% | $1.55亿 | 加仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $10.54亿 | 2.67% | 2,826,000 | 0 | 0.0% | — | 不变 |
| DRAM | ROUNDHILL ETF TRUST | $10.69亿 | 2.71% | 14,481,133 | 14,481,133 | — | $10.69亿 | 新建仓 |
| MSFT | MICROSOFT CORP | $10.83亿 | 2.74% | 2,904,438 | 30,268 | 1.1% | $1,129.06万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $10.86亿 | 2.75% | 3,752,600 | 5,000 | 0.1% | $144.68万 | 加仓 |
| AAPL | APPLE INC | $10.89亿 | 2.76% | 3,764,485 | -4,077 | -0.1% | -$117.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $15.66亿 | 3.96% | 2,695,000 | -1,665,000 | -38.2% | -$9.67亿 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.11亿 | 5.09% | 3,462,632 | -2,038,508 | -37.1% | -$11.84亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $61.43亿 | 15.54% | 30,700,549 | -1,118,805 | -3.5% | -$2.24亿 | 减仓 |
| SNDK | SANDISK CORP | $67.83亿 | 17.16% | 2,983,392 | 1,758,809 | 143.6% | $39.99亿 | 加仓 |