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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $55.50亿 | 22.54% | 31,819,354 | -1,394,219 | -4.2% | -$2.43亿 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $11.19亿 | 4.55% | 5,501,140 | -29,885 | -0.5% | -$608.08万 | 减仓 |
| MSFT | MICROSOFT CORP | $10.66亿 | 4.33% | 2,874,170 | 27,015 | 0.9% | $1,001.64万 | 加仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $10.46亿 | 4.25% | 2,826,000 | 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 |
| AAPL | APPLE INC 看跌期权 | $9.51亿 | 3.86% | 3,747,600 | 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 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $8.87亿 | 3.60% | 4,360,000 | 0 | 0.0% | — | 不变 |
| 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 |
| AMZN | AMAZON COM INC | $7.80亿 | 3.17% | 3,743,315 | 193,907 | 5.5% | $4,039.82万 | 加仓 |
| SNDK | SANDISK CORP | $7.78亿 | 3.16% | 1,224,583 | 1,224,583 | — | $7.78亿 | 新建仓 |
| META | META PLATFORMS INC | $7.47亿 | 3.03% | 1,304,555 | -123,023 | -8.6% | -$7,040.80万 | 减仓 |
| META | META PLATFORMS INC 看跌期权 | $5.83亿 | 2.37% | 1,019,500 | 0 | 0.0% | — | 不变 |
| 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 |
| GOOG | ALPHABET INC | $4.65亿 | 1.89% | 1,620,450 | -100,192 | -5.8% | -$2,875.66万 | 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 看跌期权 | $4.22亿 | 1.71% | 1,469,800 | -130,000 | -8.1% | -$3,729.18万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3.19亿 | 1.30% | 2,180,652 | 79,674 | 3.8% | $1,166.54万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $3.17亿 | 1.29% | 3,058,590 | -453,066 | -12.9% | -$4,701.01万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $2.91亿 | 1.18% | 414,168 | 414,168 | — | $2.91亿 | 新建仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $2.90亿 | 1.18% | 14,636,069 | -2,565,862 | -14.9% | -$5,075.28万 | 减仓 |
| CRWV | COREWEAVE INC | $2.87亿 | 1.17% | 3,710,242 | -943,573 | -20.3% | -$7,309.86万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $2.81亿 | 1.14% | 3,389,404 | -55,190 | -1.6% | -$457.36万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1.85亿 | 0.75% | 1,936,015 | 330,506 | 20.6% | $3,153.36万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.63亿 | 0.66% | 601,697 | -19,343 | -3.1% | -$523.40万 | 减仓 |
| MSTR | STRATEGY INC | $1.60亿 | 0.65% | 1,283,902 | -687,584 | -34.9% | -$8,581.05万 | 减仓 |
| APP | APPLOVIN CORP | $1.11亿 | 0.45% | 277,872 | 232,886 | 517.7% | $9,268.86万 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $1.04亿 | 0.42% | 280,000 | -415,400 | -59.7% | -$1.54亿 | 减仓 |
| TSLA | TESLA INC | $1.02亿 | 0.42% | 274,752 | -118,952 | -30.2% | -$4,433.55万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $9,967.77万 | 0.40% | 1,438,350 | -56,308 | -3.8% | -$390.21万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $9,224.60万 | 0.37% | 192,500 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看跌期权 | $9,224.60万 | 0.37% | 192,500 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $9,104.76万 | 0.37% | 140,000 | 140,000 | — | $9,104.76万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $9,050.52万 | 0.37% | 667,984 | 273,402 | 69.3% | $3,704.32万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $8,405.23万 | 0.34% | 669,953 | -55,800 | -7.7% | -$700.07万 | 减仓 |
| QQQ | INVESCO QQQ TR | $8,244.90万 | 0.33% | 142,848 | 1,491 | 1.1% | $86.06万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $8,238.04万 | 0.33% | 5,708,970 | 1,427,716 | 33.3% | $2,060.19万 | 加仓 |
| XRT | SPDR SERIES TRUST | $8,047.00万 | 0.33% | 1,000,000 | 550,000 | 122.2% | $4,425.85万 | 加仓 |
| AVGO | BROADCOM INC | $7,684.48万 | 0.31% | 247,375 | -39,879 | -13.9% | -$1,238.81万 | 减仓 |
| IREN | IREN LIMITED | $7,075.91万 | 0.29% | 2,064,152 | -1,565,042 | -43.1% | -$5,364.96万 | 减仓 |
| COHR | COHERENT CORP | $7,038.51万 | 0.29% | 295,475 | 295,475 | — | $7,038.51万 | 新建仓 |
| ORCL | ORACLE CORP | $6,717.53万 | 0.27% | 456,633 | -643,583 | -58.5% | -$9,467.75万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $6,512.05万 | 0.26% | 240,750 | 240,750 | — | $6,512.05万 | 新建仓 |
| GEV | GE VERNOVA INC | $6,118.59万 | 0.25% | 70,095 | 849 | 1.2% | $74.11万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $5,659.79万 | 0.23% | 602,939 | 253,529 | 72.6% | $2,379.88万 | 加仓 |
| ALAB | ASTERA LABS INC | $5,477.50万 | 0.22% | 499,772 | -77,439 | -13.4% | -$848.73万 | 减仓 |
| IONQ | IONQ INC | $5,280.30万 | 0.21% | 1,831,530 | -1,364,288 | -42.7% | -$3,933.24万 | 减仓 |
| PEP | PEPSICO INC 看跌期权 | $4,658.70万 | 0.19% | 300,000 | -270,000 | -47.4% | -$4,192.83万 | 减仓 |
| PEP | PEPSICO INC | $4,658.70万 | 0.19% | 300,000 | -270,000 | -47.4% | -$4,192.83万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $4,552.38万 | 0.18% | 70,000 | 70,000 | — | $4,552.38万 | 新建仓 |
| ADBE | ADOBE INC | $4,497.17万 | 0.18% | 185,008 | 74,201 | 67.0% | $1,803.68万 | 加仓 |
| COIN | COINBASE GLOBAL INC 看跌期权 | $4,365.25万 | 0.18% | 250,000 | -40,000 | -13.8% | -$698.44万 | 减仓 |
| TEM | TEMPUS AI INC | $4,321.14万 | 0.18% | 955,582 | 232,217 | 32.1% | $1,050.09万 | 加仓 |
| UPST | UPSTART HLDGS INC | $3,989.10万 | 0.16% | 1,555,206 | -506,508 | -24.6% | -$1,299.19万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE 看跌期权 | $3,795.98万 | 0.15% | 1,919,100 | 1,069,100 | 125.8% | $2,114.68万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,693.97万 | 0.15% | 171,634 | 100,775 | 142.2% | $2,168.92万 | 加仓 |
| NFLX | NETFLIX INC. | $3,634.55万 | 0.15% | 374,447 | -98,149 | -20.8% | -$952.68万 | 减仓 |
| JOBY | JOBY AVIATION INC | $3,620.78万 | 0.15% | 4,383,509 | 790,466 | 22.0% | $652.92万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $3,507.01万 | 0.14% | 775,372 | 132,624 | 20.6% | $599.86万 | 加仓 |
| ASML | ASML HLDG NV | $3,464.54万 | 0.14% | 26,230 | 16,266 | 163.2% | $2,148.46万 | 加仓 |
| ONDS | ONDAS INC | $3,063.17万 | 0.12% | 3,388,461 | 3,388,461 | — | $3,063.17万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $3,038.90万 | 0.12% | 200,879 | 78,146 | 63.7% | $1,182.19万 | 加仓 |
| SNDK | SANDISK CORP 看跌期权 | $2,859.03万 | 0.12% | 45,000 | 45,000 | — | $2,859.03万 | 新建仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $2,776.24万 | 0.11% | 48,100 | 48,100 | — | $2,776.24万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $2,719.77万 | 0.11% | 1,310,099 | -594,195 | -31.2% | -$1,233.55万 | 减仓 |
| — | ISHARES ETHEREUM TR | $2,638.78万 | 0.11% | 1,666,952 | -194,253 | -10.4% | -$307.50万 | 减仓 |
| CRM | SALESFORCE INC | $2,567.07万 | 0.10% | 137,519 | -31,175 | -18.5% | -$581.94万 | 减仓 |
| OKLO | OKLO INC | $2,476.73万 | 0.10% | 499,442 | -342,730 | -40.7% | -$1,699.60万 | 减仓 |
| GLW | CORNING INC | $2,412.71万 | 0.10% | 177,444 | 177,444 | — | $2,412.71万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $2,247.72万 | 0.09% | 1,600,940 | -1,142,210 | -41.6% | -$1,603.66万 | 减仓 |
| RKLB | ROCKET LAB CORP | $2,132.41万 | 0.09% | 332,047 | -737,193 | -68.9% | -$4,734.25万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,082.01万 | 0.08% | 61,607 | 14,361 | 30.4% | $485.33万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $2,041.71万 | 0.08% | 896,665 | -806,511 | -47.4% | -$1,836.43万 | 减仓 |
| SMR | NUSCALE PWR CORP | $1,926.63万 | 0.08% | 1,777,337 | -7,063,501 | -79.9% | -$7,656.84万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $1,917.13万 | 0.08% | 814,761 | 814,761 | — | $1,917.13万 | 新建仓 |
| MARA | MARA HOLDINGS INC | $1,917.03万 | 0.08% | 2,349,300 | 1,059,700 | 82.2% | $864.72万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1,763.94万 | 0.07% | 1,110,792 | -197,829 | -15.1% | -$314.15万 | 减仓 |
| CLS | CELESTICA INC | $1,721.66万 | 0.07% | 61,121 | 20,069 | 48.9% | $565.30万 | 加仓 |
| LLY | ELI LILLY & CO | $1,720.06万 | 0.07% | 18,701 | 7,282 | 63.8% | $669.78万 | 加仓 |
| TTD | THE TRADE DESK INC | $1,588.94万 | 0.06% | 700,284 | 316,851 | 82.6% | $718.93万 | 加仓 |
| GME | GAMESTOP CORP | $1,574.00万 | 0.06% | 683,160 | -163,297 | -19.3% | -$376.24万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,566.73万 | 0.06% | 56,105 | 27,570 | 96.6% | $769.89万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $1,566.19万 | 0.06% | 848,882 | -327,972 | -27.9% | -$605.11万 | 减仓 |
| CSCO | CISCO SYS INC 看跌期权 | $1,551.80万 | 0.06% | 200,000 | 200,000 | — | $1,551.80万 | 新建仓 |
| CSCO | CISCO SYS INC | $1,551.80万 | 0.06% | 196,295 | 196,295 | — | $1,551.80万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $1,520.10万 | 0.06% | 100,789 | -48,248 | -32.4% | -$727.68万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $1,475.04万 | 0.06% | 2,853,078 | 742,523 | 35.2% | $383.88万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $1,282.62万 | 0.05% | 554,049 | 554,049 | — | $1,282.62万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $1,281.83万 | 0.05% | 109,493 | 101,980 | 1,357.4% | $1,193.88万 | 加仓 |
| — | CORGI ETF TR I | $1,274.62万 | 0.05% | 628,293 | 628,293 | — | $1,274.62万 | 新建仓 |
| FIG | FIGMA INC | $1,269.91万 | 0.05% | 600,716 | 315,713 | 110.8% | $667.42万 | 加仓 |
| DUOL | DUOLINGO INC | $1,261.11万 | 0.05% | 127,941 | 125,941 | 6,297.1% | $1,241.40万 | 加仓 |
| FUTU | FUTU HLDGS LTD | $1,190.77万 | 0.05% | 87,070 | 59,483 | 215.6% | $813.49万 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS 看涨期权 | $1,155.62万 | 0.05% | 309,900 | 309,900 | — | $1,155.62万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1,119.76万 | 0.05% | 158,809 | 58,212 | 57.9% | $410.45万 | 加仓 |
| NVO | NOVO-NORDISK A S | $1,091.70万 | 0.04% | 297,061 | -283,765 | -48.9% | -$1,042.84万 | 减仓 |
| RDW | REDWIRE CORPORATION | $1,013.99万 | 0.04% | 1,192,929 | 1,192,929 | — | $1,013.99万 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $1,010.87万 | 0.04% | 1,089,301 | -207,761 | -16.0% | -$192.80万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION 看跌期权 | $930.25万 | 0.04% | 136,300 | 136,300 | — | $930.25万 | 新建仓 |