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 |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | $67.83亿 | 17.16% | 2,983,392 | 1,758,809 | 143.6% | $39.99亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $61.43亿 | 15.54% | 30,700,549 | -1,118,805 | -3.5% | -$2.24亿 | 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 |
| 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 |
| AAPL | APPLE INC | $10.89亿 | 2.76% | 3,764,485 | -4,077 | -0.1% | -$117.97万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $10.86亿 | 2.75% | 3,752,600 | 5,000 | 0.1% | $144.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $10.83亿 | 2.74% | 2,904,438 | 30,268 | 1.1% | $1,129.06万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $10.69亿 | 2.71% | 14,481,133 | 14,481,133 | — | $10.69亿 | 新建仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $10.54亿 | 2.67% | 2,826,000 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $9.99亿 | 2.53% | 3,618,657 | 560,067 | 18.3% | $1.55亿 | 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 |
| AMZN | AMAZON COM INC | $9.88亿 | 2.50% | 4,144,837 | 401,522 | 10.7% | $9,569.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $8.98亿 | 2.27% | 4,490,000 | -735,000 | -14.1% | -$1.47亿 | 减仓 |
| META | META PLATFORMS INC | $7.19亿 | 1.82% | 1,276,017 | -28,538 | -2.2% | -$1,607.52万 | 减仓 |
| GOOGL | ALPHABET INC 看跌期权 | $7.18亿 | 1.82% | 2,010,500 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $7.16亿 | 1.81% | 2,004,159 | -6,341 | -0.3% | -$226.61万 | 减仓 |
| 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 |
| GOOG | ALPHABET INC | $5.77亿 | 1.46% | 1,633,092 | 12,642 | 0.8% | $446.68万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $5.22亿 | 1.32% | 817,892 | 577,142 | 239.7% | $3.69亿 | 加仓 |
| GOOG | ALPHABET INC 看跌期权 | $5.19亿 | 1.31% | 1,469,800 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $5.03亿 | 1.27% | 585,683 | 171,515 | 41.4% | $1.47亿 | 加仓 |
| COIN | COINBASE GLOBAL INC | $3.38亿 | 0.86% | 2,313,977 | -240,221 | -9.4% | -$3,511.79万 | 减仓 |
| BE | BLOOM ENERGY CORP | $3.02亿 | 0.76% | 996,971 | 328,987 | 49.3% | $9,958.44万 | 加仓 |
| COHR | COHERENT CORP | $2.92亿 | 0.74% | 739,976 | 444,501 | 150.4% | $1.75亿 | 加仓 |
| CRWV | COREWEAVE INC | $2.83亿 | 0.72% | 2,846,760 | -863,482 | -23.3% | -$8,595.10万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.76亿 | 0.70% | 2,362,229 | 181,577 | 8.3% | $2,118.46万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.66亿 | 0.67% | 979,222 | 376,283 | 62.4% | $1.02亿 | 加仓 |
| ALAB | ASTERA LABS INC | $2.60亿 | 0.66% | 539,212 | 39,440 | 7.9% | $1,905.03万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2.17亿 | 0.55% | 1,270,022 | 1,270,022 | — | $2.17亿 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $2.15亿 | 0.54% | 2,415,249 | -974,155 | -28.7% | -$8,656.34万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $1.82亿 | 0.46% | 1,231,143 | 1,231,143 | — | $1.82亿 | 新建仓 |
| GLW | CORNING INC | $1.75亿 | 0.44% | 685,760 | 508,316 | 286.5% | $1.30亿 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.71亿 | 0.43% | 394,705 | 223,071 | 130.0% | $9,666.34万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $1.69亿 | 0.43% | 12,696,423 | -1,939,646 | -13.3% | -$2,581.67万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.54亿 | 0.39% | 516,700 | 516,700 | — | $1.54亿 | 新建仓 |
| IREN | IREN LIMITED | $1.50亿 | 0.38% | 3,289,458 | 1,225,306 | 59.4% | $5,603.32万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $1.49亿 | 0.38% | 6,206,861 | 497,891 | 8.7% | $1,194.44万 | 加仓 |
| APP | APPLOVIN CORP | $1.47亿 | 0.37% | 286,234 | 8,362 | 3.0% | $430.84万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1.42亿 | 0.36% | 401,475 | 200,596 | 99.9% | $7,112.53万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1.40亿 | 0.35% | 2,237,306 | 301,291 | 15.6% | $1,886.99万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1.40亿 | 0.35% | 1,395,322 | -43,028 | -3.0% | -$431.48万 | 减仓 |
| GEV | GE VERNOVA INC | $1.37亿 | 0.35% | 116,884 | 46,789 | 66.8% | $5,497.05万 | 加仓 |
| MSTR | STRATEGY INC | $1.35亿 | 0.34% | 1,554,968 | 271,066 | 21.1% | $2,356.38万 | 加仓 |
| AVGO | BROADCOM INC | $1.34亿 | 0.34% | 354,694 | 107,319 | 43.4% | $4,053.98万 | 加仓 |
| XRT | SPDR SERIES TRUST | $1.32亿 | 0.33% | 1,500,000 | 500,000 | 50.0% | $4,387.00万 | 加仓 |
| TSLA | TESLA INC | $1.19亿 | 0.30% | 283,458 | 8,706 | 3.2% | $366.17万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP 看跌期权 | $1.07亿 | 0.27% | 625,000 | 625,000 | — | $1.07亿 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $9,783.47万 | 0.25% | 442,691 | 442,691 | — | $9,783.47万 | 新建仓 |
| AXTI | AXT INC | $9,434.70万 | 0.24% | 1,308,921 | 1,308,921 | — | $9,434.70万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $9,182.58万 | 0.23% | 326,538 | 326,538 | — | $9,182.58万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $9,171.27万 | 0.23% | 124,542 | -18,306 | -12.8% | -$1,348.05万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $8,985.59万 | 0.23% | 216,192 | -385,505 | -64.1% | -$1.60亿 | 减仓 |
| TSLA | TESLA INC 看跌期权 | $8,832.60万 | 0.22% | 210,000 | -70,000 | -25.0% | -$2,944.20万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $8,768.65万 | 0.22% | 2,989,651 | 2,092,986 | 233.4% | $6,138.73万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. 看跌期权 | $8,323.76万 | 0.21% | 301,400 | 301,400 | — | $8,323.76万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $7,912.50万 | 0.20% | 500,000 | 500,000 | — | $7,912.50万 | 新建仓 |
| TEM | TEMPUS AI INC | $7,791.98万 | 0.20% | 1,345,069 | 389,487 | 40.8% | $2,256.30万 | 加仓 |
| KLAC | KLA CORP | $7,720.28万 | 0.20% | 255,884 | 213,144 | 498.7% | $6,430.77万 | 加仓 |
| RKLB | ROCKET LAB CORP | $7,320.43万 | 0.19% | 720,160 | 388,113 | 116.9% | $3,945.17万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $7,056.37万 | 0.18% | 73,123 | 73,123 | — | $7,056.37万 | 新建仓 |
| OKLO | OKLO INC | $6,957.39万 | 0.18% | 1,329,523 | 830,081 | 166.2% | $4,343.81万 | 加仓 |
| ASML | ASML HLDG NV | $6,799.91万 | 0.17% | 34,180 | 7,950 | 30.3% | $1,581.60万 | 加仓 |
| AMAT | APPLIED MATLS INC | $6,635.98万 | 0.17% | 91,490 | 91,490 | — | $6,635.98万 | 新建仓 |
| IONQ | IONQ INC | $6,634.57万 | 0.17% | 1,245,695 | -585,835 | -32.0% | -$3,120.16万 | 减仓 |
| UPST | UPSTART HLDGS INC | $6,480.37万 | 0.16% | 1,829,063 | 273,857 | 17.6% | $970.28万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $6,430.21万 | 0.16% | 669,953 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC 看跌期权 | $6,233.17万 | 0.16% | 54,000 | 29,000 | 116.0% | $3,347.44万 | 加仓 |
| ECHO | ECHOSTAR CORP | $5,789.46万 | 0.15% | 570,390 | 460,897 | 420.9% | $4,678.10万 | 加仓 |
| ADBE | ADOBE INC | $5,671.88万 | 0.14% | 276,650 | 91,642 | 49.5% | $1,878.84万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $5,649.70万 | 0.14% | 1,989,331 | 1,174,570 | 144.2% | $3,335.78万 | 加仓 |
| CRM | SALESFORCE INC | $5,503.59万 | 0.14% | 351,308 | 213,789 | 155.5% | $3,349.22万 | 加仓 |
| ORCL | ORACLE CORP | $5,037.04万 | 0.13% | 343,708 | -112,925 | -24.7% | -$1,654.92万 | 减仓 |
| SNOW | SNOWFLAKE INC | $5,002.94万 | 0.13% | 196,579 | 95,790 | 95.0% | $2,437.86万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4,901.81万 | 0.12% | 42,466 | 42,466 | — | $4,901.81万 | 新建仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $4,868.99万 | 0.12% | 2,313,060 | 2,313,060 | — | $4,868.99万 | 新建仓 |
| NFLX | NETFLIX INC. | $4,804.48万 | 0.12% | 672,896 | 298,449 | 79.7% | $2,130.93万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,774.36万 | 0.12% | 99,065 | 37,458 | 60.8% | $1,805.26万 | 加仓 |
| JOBY | JOBY AVIATION INC | $4,636.96万 | 0.12% | 5,198,381 | 814,872 | 18.6% | $726.87万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $4,011.82万 | 0.10% | 1,467,382 | 618,500 | 72.9% | $1,690.98万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $3,842.63万 | 0.10% | 154,714 | 98,609 | 175.8% | $2,449.15万 | 加仓 |
| MARA | MARA HOLDINGS INC | $3,685.57万 | 0.09% | 2,653,400 | 304,100 | 12.9% | $422.39万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $3,667.97万 | 0.09% | 1,898,533 | 297,593 | 18.6% | $574.95万 | 加仓 |
| NOK | NOKIA CORP | $3,475.94万 | 0.09% | 2,617,423 | 2,543,622 | 3,446.6% | $3,377.93万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $3,432.03万 | 0.09% | 989,913 | -320,186 | -24.4% | -$1,110.08万 | 减仓 |
| FUTU | FUTU HLDGS LTD | $3,157.81万 | 0.08% | 336,869 | 249,799 | 286.9% | $2,341.62万 | 加仓 |
| CIEN | CIENA CORP | $2,978.48万 | 0.08% | 60,716 | 60,716 | — | $2,978.48万 | 新建仓 |
| CLS | CELESTICA INC | $2,798.13万 | 0.07% | 76,703 | 15,582 | 25.5% | $568.43万 | 加仓 |
| — | CORGI ETF TR I | $2,662.83万 | 0.07% | 1,144,317 | 516,024 | 82.1% | $1,200.79万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $2,597.66万 | 0.07% | 1,448,780 | 337,988 | 30.4% | $606.01万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $2,577.40万 | 0.07% | 35,000 | -13,100 | -27.2% | -$964.68万 | 减仓 |
| SMR | NUSCALE PWR CORP | $2,572.62万 | 0.07% | 2,564,927 | 787,590 | 44.3% | $789.95万 | 加仓 |
| GME | GAMESTOP CORP | $2,496.99万 | 0.06% | 1,130,881 | 447,721 | 65.5% | $988.57万 | 加仓 |
| TTD | THE TRADE DESK INC | $2,477.01万 | 0.06% | 1,370,030 | 669,746 | 95.6% | $1,210.90万 | 加仓 |
| ONDS | ONDAS INC | $2,474.82万 | 0.06% | 3,003,419 | -385,042 | -11.4% | -$317.27万 | 减仓 |
| LLY | ELI LILLY & CO | $2,231.66万 | 0.06% | 18,606 | -95 | -0.5% | -$11.39万 | 减仓 |
| TSLA | TESLA INC 看涨期权 | $1,997.85万 | 0.05% | 47,500 | 47,500 | — | $1,997.85万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $1,990.72万 | 0.05% | 461,029 | -314,343 | -40.5% | -$1,357.33万 | 减仓 |
| TER | TERADYNE INC | $1,915.91万 | 0.05% | 39,598 | 14,819 | 59.8% | $717.00万 | 加仓 |
| FIG | FIGMA INC | $1,822.96万 | 0.05% | 1,007,718 | 407,002 | 67.8% | $736.27万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $1,745.85万 | 0.04% | 689,516 | 135,467 | 24.5% | $343.00万 | 加仓 |