DARA CAPITAL US, INC.
MIAMI FL · SEC CIK 0001891892
$1.45亿2026Q2 申报市值
110持仓数
56.4%前十大占比 · 第一大 7.2%
24 / 34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
TSM 新建仓+$1,008.91万
GOOGL 加仓+$209.67万
AMAT 加仓+$203.74万
LRCX 加仓+$188.11万
META 加仓+$170.56万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$320.47万
ORCL 清仓-$318.10万
MSFT 减仓-$245.47万
SAP 清仓-$244.90万
GE 清仓-$242.03万
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -21,623 | -100.0% | -$318.10万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -14,304 | -100.0% | -$244.90万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -8,529 | -100.0% | -$242.03万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -12,108 | -100.0% | -$126.59万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -2,695 | -100.0% | -$107.26万 | 清仓 |
| IBDT | ISHARES TR | $0 | 0.00% | 0 | -35,485 | -100.0% | -$89.85万 | 清仓 |
| IBDS | ISHARES TR | $0 | 0.00% | 0 | -37,063 | -100.0% | -$89.82万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,892 | -100.0% | -$81.81万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -3,233 | -100.0% | -$78.36万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -6,061 | -100.0% | -$76.04万 | 清仓 |
| FALN | ISHARES TR | $0 | 0.00% | 0 | -26,335 | -100.0% | -$70.37万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -3,632 | -100.0% | -$67.80万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -757 | -100.0% | -$67.77万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -3,785 | -100.0% | -$44.89万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -3,081 | -100.0% | -$40.03万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -4,590 | -100.0% | -$39.79万 | 清仓 |
| — | THOMSON REUTERS CORP. | $0 | 0.00% | 0 | -3,371 | -100.0% | -$30.33万 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -1,292 | -100.0% | -$29.98万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -1,024 | -100.0% | -$25.06万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -1,749 | -100.0% | -$22.01万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -3,075 | -100.0% | -$20.99万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $0 | 0.00% | 0 | -1,232 | -100.0% | -$20.46万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -5,604 | -100.0% | -$11.85万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -665 | -100.0% | -$10.53万 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -1,773 | -100.0% | -$10.47万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -659 | -100.0% | -$9.05万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -652 | -100.0% | -$8.68万 | 清仓 |
| SPXC | SPX TECHNOLOGIES INC | $0 | 0.00% | 0 | -425 | -100.0% | -$8.50万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -1,732 | -100.0% | -$6.99万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -3,461 | -100.0% | -$6.74万 | 清仓 |
| OTEX | OPEN TEXT CORP | $0 | 0.00% | 0 | -2,720 | -100.0% | -$6.05万 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -8,719 | -100.0% | -$5.99万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -1,147 | -100.0% | -$5.73万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -2,066 | -100.0% | -$4.81万 | 清仓 |
| IWN | ISHARES TR | $3.32万 | 0.02% | 150 | -250 | -62.5% | -$5.53万 | 减仓 |
| PICK | ISHARES INC | $5.78万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $5.89万 | 0.04% | 1,100 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $7.25万 | 0.05% | 638 | 154 | 31.8% | $1.75万 | 加仓 |
| NTSK | NETSKOPE INC | $8.19万 | 0.06% | 7,486 | 3,361 | 81.5% | $3.68万 | 加仓 |
| S | SENTINELONE INC | $8.83万 | 0.06% | 5,202 | 5,202 | — | $8.83万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $9.29万 | 0.06% | 2,288 | 2,288 | — | $9.29万 | 新建仓 |
| RVTY | REVVITY INC | $9.42万 | 0.06% | 847 | 847 | — | $9.42万 | 新建仓 |
| XYL | XYLEM INC | $9.98万 | 0.07% | 844 | 201 | 31.3% | $2.38万 | 加仓 |
| ILMN | ILLUMINA INC | $10.36万 | 0.07% | 589 | 589 | — | $10.36万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $10.69万 | 0.07% | 805 | 805 | — | $10.69万 | 新建仓 |
| SNAP | SNAP INC | $11.16万 | 0.08% | 25,130 | 5,692 | 29.3% | $2.53万 | 加仓 |
| TECH | BIO-TECHNE CORP | $11.33万 | 0.08% | 1,604 | 1,604 | — | $11.33万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $11.36万 | 0.08% | 500 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $12.78万 | 0.09% | 2,530 | 2,530 | — | $12.78万 | 新建仓 |
| BRKR | BRUKER CORP | $12.82万 | 0.09% | 2,131 | 2,131 | — | $12.82万 | 新建仓 |
| TTD | THE TRADE DESK INC | $12.89万 | 0.09% | 7,129 | 7,129 | — | $12.89万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $13.04万 | 0.09% | 333 | 333 | — | $13.04万 | 新建仓 |
| BSY | BENTLEY SYS INC | $13.77万 | 0.09% | 4,607 | 1,274 | 38.2% | $3.81万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $13.89万 | 0.10% | 1,175 | 1,175 | — | $13.89万 | 新建仓 |
| TRMB | TRIMBLE INC | $15.32万 | 0.11% | 2,993 | 2,993 | — | $15.32万 | 新建仓 |
| GMED | GLOBUS MED INC | $15.48万 | 0.11% | 1,959 | 1,959 | — | $15.48万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $15.79万 | 0.11% | 1,283 | 302 | 30.8% | $3.72万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $15.81万 | 0.11% | 784 | 784 | — | $15.81万 | 新建仓 |
| POWL | POWELL INDS INC | $15.81万 | 0.11% | 552 | 552 | — | $15.81万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $16.16万 | 0.11% | 5,910 | 5,910 | — | $16.16万 | 新建仓 |
| EFX | EQUIFAX INC | $16.48万 | 0.11% | 1,038 | 248 | 31.4% | $3.94万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $16.63万 | 0.11% | 1,265 | 305 | 31.8% | $4.01万 | 加仓 |
| PINS | PINTEREST INC | $17.90万 | 0.12% | 8,514 | 1,037 | 13.9% | $2.18万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $18.32万 | 0.13% | 1,086 | 279 | 34.6% | $4.71万 | 加仓 |
| U | UNITY SOFTWARE INC | $18.92万 | 0.13% | 6,620 | 1,853 | 38.9% | $5.30万 | 加仓 |
| FTV | FORTIVE CORP | $19.40万 | 0.13% | 3,175 | 267 | 9.2% | $1.63万 | 加仓 |
| IQV | IQVIA HLDGS INC | $19.86万 | 0.14% | 1,028 | 243 | 31.0% | $4.70万 | 加仓 |
| VLTO | VERALTO CORP | $19.93万 | 0.14% | 2,247 | 507 | 29.1% | $4.50万 | 加仓 |
| NTNX | NUTANIX INC | $20.89万 | 0.14% | 4,099 | 1,108 | 37.0% | $5.65万 | 加仓 |
| NVO | NOVO-NORDISK A S | $22.19万 | 0.15% | 4,630 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $22.59万 | 0.16% | 2,887 | 737 | 34.3% | $5.77万 | 加仓 |
| XYZ | BLOCK INC | $23.02万 | 0.16% | 3,029 | 125 | 4.3% | $9,500 | 加仓 |
| GH | GUARDANT HEALTH INC | $23.45万 | 0.16% | 1,563 | 1,563 | — | $23.45万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $23.61万 | 0.16% | 3,769 | 1,094 | 40.9% | $6.85万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $23.69万 | 0.16% | 2,990 | 2,990 | — | $23.69万 | 新建仓 |
| RBRK | RUBRIK INC. | $25.06万 | 0.17% | 3,121 | 919 | 41.7% | $7.38万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $25.25万 | 0.17% | 2,933 | 693 | 30.9% | $5.97万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $26.95万 | 0.19% | 4,824 | 4,824 | — | $26.95万 | 新建仓 |
| ROKU | ROKU INC | $27.08万 | 0.19% | 1,960 | 499 | 34.2% | $6.89万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $27.61万 | 0.19% | 2,753 | 620 | 29.1% | $6.22万 | 加仓 |
| EPP | ISHARES INC | $28.20万 | 0.19% | 5,295 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $29.30万 | 0.20% | 5,280 | 2,491 | 89.3% | $13.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.42万 | 0.21% | 608 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $34.61万 | 0.24% | 2,452 | 663 | 37.1% | $9.36万 | 加仓 |
| — | THOMSON REUTERS CORP. | $34.93万 | 0.24% | 4,277 | 992 | 30.2% | $8.10万 | 重新持有 |
| HUBB | HUBBELL INC | $35.26万 | 0.24% | 674 | 63 | 10.3% | $3.30万 | 加仓 |
| IWM | ISHARES TR | $35.60万 | 0.25% | 1,185 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $35.65万 | 0.25% | 1,986 | 1,986 | — | $35.65万 | 新建仓 |
| OKTA | OKTA INC | $35.95万 | 0.25% | 2,635 | 583 | 28.4% | $7.96万 | 加仓 |
| AME | AMETEK INC | $39.34万 | 0.27% | 1,626 | 389 | 31.4% | $9.41万 | 加仓 |
| NVT | NVENT ELECTRIC PLC | $41.59万 | 0.29% | 2,452 | 628 | 34.4% | $10.65万 | 加仓 |
| LLY | ELI LILLY & CO | $42.46万 | 0.29% | 354 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $43.91万 | 0.30% | 2,474 | 573 | 30.1% | $10.17万 | 加仓 |
| RDDT | REDDIT INC | $50.67万 | 0.35% | 2,919 | 681 | 30.4% | $11.82万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $51.71万 | 0.36% | 2,340 | 2,340 | — | $51.71万 | 新建仓 |
| USMV | ISHARES TR | $55.45万 | 0.38% | 5,749 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SER TR | $55.70万 | 0.38% | 3,660 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $56.89万 | 0.39% | 4,283 | 3,506 | 451.2% | $46.57万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $58.40万 | 0.40% | 3,995 | 871 | 27.9% | $12.73万 | 加仓 |
| NTRA | NATERA INC | $58.93万 | 0.41% | 2,171 | 2,171 | — | $58.93万 | 新建仓 |