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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $1,680.23万 | 0.04% | 22,500 | -117,500 | -83.9% | -$8,774.55万 | 减仓 |
| NVO | NOVO-NORDISK A S | $1,640.57万 | 0.04% | 342,213 | 45,152 | 15.2% | $216.46万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,428.78万 | 0.04% | 35,928 | 23,430 | 187.5% | $931.76万 | 加仓 |
| — | ISHARES ETHEREUM TR | $1,426.79万 | 0.04% | 1,199,995 | -466,957 | -28.0% | -$555.21万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC | $1,385.16万 | 0.04% | 1,427,999 | 585,780 | 69.6% | $568.21万 | 加仓 |
| NET | CLOUDFLARE INC | $1,351.00万 | 0.03% | 55,080 | 36,034 | 189.2% | $883.84万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $1,326.31万 | 0.03% | 431,883 | 274,366 | 174.2% | $842.58万 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $1,254.43万 | 0.03% | 1,620,709 | 531,408 | 48.8% | $411.31万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $1,220.83万 | 0.03% | 570,749 | 213,558 | 59.8% | $456.80万 | 加仓 |
| FN | FABRINET | $1,209.71万 | 0.03% | 21,522 | 21,522 | — | $1,209.71万 | 新建仓 |
| IPGP | IPG PHOTONICS CORP | $1,203.00万 | 0.03% | 102,540 | 102,540 | — | $1,203.00万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $1,184.06万 | 0.03% | 34,721 | 1,156 | 3.4% | $39.42万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $1,135.11万 | 0.03% | 2,399,817 | -453,261 | -15.9% | -$214.39万 | 减仓 |
| TLT | ISHARES TR 看涨期权 | $1,113.09万 | 0.03% | 128,800 | 113,800 | 758.7% | $983.46万 | 加仓 |
| PL | PLANET LABS PBC | $1,095.85万 | 0.03% | 330,773 | 178,450 | 117.2% | $591.20万 | 加仓 |
| GLAS | GLASS HOUSE BRANDS INC | $1,020.52万 | 0.03% | 825,000 | 825,000 | — | $1,020.52万 | 新建仓 |
| MSOS | ADVISORSHARES TR | $1,019.88万 | 0.03% | 2,007,632 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $1,012.86万 | 0.03% | 186,256 | 186,256 | — | $1,012.86万 | 新建仓 |
| POET | POET TECHNOLOGIES INC | $1,009.77万 | 0.03% | 982,265 | 982,265 | — | $1,009.77万 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $930.49万 | 0.02% | 339,843 | -202,111 | -37.3% | -$553.38万 | 减仓 |
| EUV | CORGI ETF TR I | $925.80万 | 0.02% | 289,494 | 289,494 | — | $925.80万 | 新建仓 |
| LASR | NLIGHT INC | $900.52万 | 0.02% | 129,348 | 129,348 | — | $900.52万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $885.98万 | 0.02% | 9,471 | 4,991 | 111.4% | $466.89万 | 加仓 |
| DUOL | DUOLINGO INC | $868.62万 | 0.02% | 75,519 | -52,422 | -41.0% | -$602.96万 | 减仓 |
| U | UNITY SOFTWARE INC | $853.84万 | 0.02% | 298,756 | -87,295 | -22.6% | -$249.49万 | 减仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $810.04万 | 0.02% | 11,000 | -4,000 | -26.7% | -$294.56万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $797.58万 | 0.02% | 97,803 | 3,274 | 3.5% | $26.70万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $796.98万 | 0.02% | 84,301 | 84,301 | — | $796.98万 | 新建仓 |
| NIO | NIO INC | $791.74万 | 0.02% | 1,564,708 | 511,395 | 48.6% | $258.77万 | 加仓 |
| PATH | UIPATH INC | $788.05万 | 0.02% | 724,979 | 183,478 | 33.9% | $199.44万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $778.68万 | 0.02% | 156,173 | -2,636 | -1.7% | -$13.14万 | 减仓 |
| HUT | HUT 8 CORP | $761.49万 | 0.02% | 65,961 | 44,375 | 205.6% | $512.29万 | 加仓 |
| TE | T1 ENERGY INC | $760.37万 | 0.02% | 802,080 | 802,080 | — | $760.37万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $746.77万 | 0.02% | 10,000 | -60,000 | -85.7% | -$4,480.62万 | 减仓 |
| USAR | USA RARE EARTH INC | $746.61万 | 0.02% | 345,975 | 45,866 | 15.3% | $98.98万 | 加仓 |
| — | COLLECTIVE ACQUISITION CORP | $701.21万 | 0.02% | 860,722 | 860,722 | — | $701.21万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $697.63万 | 0.02% | 44,449 | 38,262 | 618.4% | $600.52万 | 加仓 |
| APH | AMPHENOL CORP | $684.32万 | 0.02% | 38,811 | 33,323 | 607.2% | $587.55万 | 加仓 |
| RTX | RTX CORPORATION | $680.41万 | 0.02% | 35,862 | 1,942 | 5.7% | $36.85万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $646.50万 | 0.02% | 135,393 | 135,393 | — | $646.50万 | 新建仓 |
| CAT | CATERPILLAR INC | $637.24万 | 0.02% | 5,984 | 5,279 | 748.8% | $562.16万 | 重新持有 |
| CIFR | CIPHER DIGITAL INC | $635.26万 | 0.02% | 259,291 | 36,449 | 16.4% | $89.30万 | 加仓 |
| BA | BOEING CO | $617.94万 | 0.02% | 28,546 | 3,493 | 13.9% | $75.61万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $598.63万 | 0.02% | 331,284 | -92,688 | -21.9% | -$167.49万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $588.64万 | 0.01% | 68,264 | 68,264 | — | $588.64万 | 新建仓 |
| MKSI | MKS INC. | $563.83万 | 0.01% | 12,676 | 12,676 | — | $563.83万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC 看涨期权 | $555.38万 | 0.01% | 62,500 | 12,500 | 25.0% | $111.08万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $548.54万 | 0.01% | 32,290 | 14,551 | 82.0% | $247.19万 | 加仓 |
| OKTA | OKTA INC | $544.94万 | 0.01% | 39,937 | 31,158 | 354.9% | $425.15万 | 加仓 |
| QS | QUANTUMSCAPE CORP | $536.51万 | 0.01% | 709,666 | -77,046 | -9.8% | -$58.25万 | 减仓 |
| — | OCEAN CAP ACQUISITION CORP | $506.97万 | 0.01% | 495,576 | 495,576 | — | $506.97万 | 新建仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $506.15万 | 0.01% | 881,790 | 881,790 | — | $506.15万 | 新建仓 |
| MP | MP MATERIALS CORP | $502.43万 | 0.01% | 89,704 | 29,685 | 49.5% | $166.27万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $489.34万 | 0.01% | 10,658 | 1,067 | 11.1% | $48.99万 | 加仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $461.72万 | 0.01% | 4,000 | -11,000 | -73.3% | -$1,269.72万 | 减仓 |
| RCAT | RED CAT HLDGS INC | $459.45万 | 0.01% | 431,413 | -119,037 | -21.6% | -$126.77万 | 减仓 |
| IWM | ISHARES TR 看跌期权 | $450.68万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| QLEP | QUANTUM LEAP ACQUISITION COR | $432.26万 | 0.01% | 435,308 | 435,308 | — | $432.26万 | 新建仓 |
| BIDU | BAIDU INC | $427.36万 | 0.01% | 37,393 | 16,008 | 74.9% | $182.96万 | 加仓 |
| UPST | UPSTART HLDGS INC 看跌期权 | $423.39万 | 0.01% | 119,500 | 69,500 | 139.0% | $246.24万 | 加仓 |
| ARKK | ARK ETF TR | $420.21万 | 0.01% | 51,993 | 51,993 | — | $420.21万 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $411.56万 | 0.01% | 144,306 | -5,904 | -3.9% | -$16.84万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC 看跌期权 | $404.68万 | 0.01% | 225,700 | 0 | 0.0% | — | 不变 |
| — | AMPERCAP ACQUISITION CO | $404.27万 | 0.01% | 422,655 | 422,655 | — | $404.27万 | 新建仓 |
| UUUU | ENERGY FUELS INC | $399.24万 | 0.01% | 275,339 | 47,535 | 20.9% | $68.93万 | 加仓 |
| SNAP | SNAP INC | $396.16万 | 0.01% | 892,245 | -16,160 | -1.8% | -$7.18万 | 减仓 |
| IWM | ISHARES TR 看涨期权 | $375.56万 | 0.01% | 12,500 | -10,000 | -44.4% | -$300.45万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $362.59万 | 0.01% | 2,623 | 2,623 | — | $362.59万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $355.12万 | 0.01% | 21,513 | 151 | 0.7% | $2.49万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $354.01万 | 0.01% | 939,029 | 607,639 | 183.4% | $229.08万 | 加仓 |
| GSRVU | GSR V ACQUISITION CORP | $352.95万 | 0.01% | 352,600 | 352,600 | — | $352.95万 | 新建仓 |
| IREN | IREN LIMITED 看跌期权 | $342.98万 | 0.01% | 75,000 | 75,000 | — | $342.98万 | 新建仓 |
| IREN | IREN LIMITED 看涨期权 | $342.98万 | 0.01% | 75,000 | 75,000 | — | $342.98万 | 新建仓 |
| AESPU | AEON ACQUISITION I CORP | $334.32万 | 0.01% | 331,006 | 331,006 | — | $334.32万 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC | $327.13万 | 0.01% | 113,904 | 113,904 | — | $327.13万 | 新建仓 |
| EVAC | EQV VENTURES AC CORP. II | $325.00万 | 0.01% | 319,251 | 120,918 | 61.0% | $123.09万 | 加仓 |
| — | STONEBRIDGE ACQUISITION II C | $324.34万 | 0.01% | 318,923 | 10,795 | 3.5% | $10.98万 | 加仓 |
| — | FORTUNEX ACQUISITION CORP | $315.85万 | 0.01% | 314,281 | 314,281 | — | $315.85万 | 新建仓 |
| GIX | GIGCAPITAL9 CORP | $314.32万 | 0.01% | 316,531 | 7,657 | 2.5% | $7.60万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $306.08万 | 0.01% | 473,083 | -153,195 | -24.5% | -$99.12万 | 减仓 |
| — | LAKESHORE ACQUISITION III CO | $301.09万 | 0.01% | 289,227 | 122,526 | 73.5% | $127.55万 | 加仓 |
| KEYY | KEYSTONE ACQUISITION CORP | $298.59万 | 0.01% | 302,829 | 302,829 | — | $298.59万 | 新建仓 |
| — | COHEN CIRCLE ACQUISIT CORP I | $293.08万 | 0.01% | 280,461 | -66,424 | -19.1% | -$69.41万 | 减仓 |
| SBET | SHARPLINK INC | $291.76万 | 0.01% | 607,838 | 180,276 | 42.2% | $86.53万 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC | $290.43万 | 0.01% | 791,368 | 390,062 | 97.2% | $143.15万 | 加仓 |
| NOVT | NOVANTA INC | $288.22万 | 0.01% | 17,765 | 17,765 | — | $288.22万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $287.66万 | 0.01% | 3,852 | 2,980 | 341.7% | $222.54万 | 加仓 |
| XCBE | X3 ACQUISITION CORP LTD | $287.51万 | 0.01% | 287,793 | 54,144 | 23.2% | $54.09万 | 加仓 |
| — | KOCHAV DEFENSE ACQUI CO | $286.31万 | 0.01% | 272,162 | 737 | 0.3% | $7,753 | 加仓 |
| IPVVU | INTERPRIVATE INVTS PARTNERS | $283.08万 | 0.01% | 285,363 | 285,363 | — | $283.08万 | 新建仓 |
| — | YORKVILLE ACQUISITION CORP. | $278.12万 | 0.01% | 269,756 | 48,132 | 21.7% | $49.62万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION 看跌期权 | $276.15万 | 0.01% | 35,500 | -100,800 | -74.0% | -$784.12万 | 减仓 |
| PEGA | PEGASYSTEMS INC 看跌期权 | $275.72万 | 0.01% | 92,000 | 92,000 | — | $275.72万 | 新建仓 |
| — | ENERGY TRANSITION SPL OPPORT | $272.70万 | 0.01% | 275,458 | 275,458 | — | $272.70万 | 新建仓 |
| MCGA | YORKVILLE ACQUISITION CORP. | $268.85万 | 0.01% | 263,316 | -32,518 | -11.0% | -$33.20万 | 减仓 |
| GIW | GIGCAPITAL8 CORP | $268.41万 | 0.01% | 266,574 | 118,771 | 80.4% | $119.59万 | 加仓 |
| — | GORES HLDGS X INC | $267.35万 | 0.01% | 252,219 | 24,780 | 10.9% | $26.27万 | 加仓 |
| — | BLUE WTR ACQUISITION CORP. I | $266.33万 | 0.01% | 254,127 | -3,102 | -1.2% | -$3.25万 | 减仓 |
| DGAC/U | DISCIPLINED GROWTH | $265.68万 | 0.01% | 264,617 | 264,617 | — | $265.68万 | 新建仓 |
| — | INFLECTION PT ACQUISITION CO | $264.74万 | 0.01% | 256,287 | 111,140 | 76.6% | $114.81万 | 加仓 |