DARA CAPITAL US, INC.
MIAMI FL · SEC CIK 0001891892
$1.05亿2026Q1 申报市值
119持仓数
47.0%前十大占比 · 第一大 6.2%
0 / 0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
META 加仓+$23.97万
NVDA 加仓+$23.44万
AMZN 加仓+$23.20万
AVGO 加仓+$22.78万
MSFT 加仓+$19.43万
2026Q1 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $126.59万 | 1.20% | 12,108 | 523 | 4.5% | $5.47万 | 加仓 |
| IXC | ISHARES TR | $127.03万 | 1.20% | 22,050 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $128.25万 | 1.22% | 1,972 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $175.80万 | 1.67% | 2,014 | 70 | 3.6% | $6.11万 | 加仓 |
| URTH | ISHARES INC | $187.22万 | 1.78% | 10,400 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $187.44万 | 1.78% | 9,214 | 321 | 3.6% | $6.53万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $189.61万 | 1.80% | 4,113 | 144 | 3.6% | $6.64万 | 加仓 |
| GE | GE AEROSPACE | $242.03万 | 2.30% | 8,529 | 326 | 4.0% | $9.25万 | 加仓 |
| SAP | SAP SE | $244.90万 | 2.32% | 14,304 | 547 | 4.0% | $9.37万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $312.44万 | 2.96% | 14,623 | 560 | 4.0% | $11.96万 | 加仓 |
| AMAT | APPLIED MATLS INC | $315.20万 | 2.99% | 9,222 | 353 | 4.0% | $12.07万 | 加仓 |
| ORCL | ORACLE CORP | $318.10万 | 3.02% | 21,623 | 829 | 4.0% | $12.20万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $360.10万 | 3.41% | 10,659 | 408 | 4.0% | $13.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $575.76万 | 5.46% | 15,554 | 525 | 3.5% | $19.43万 | 加仓 |
| AVGO | BROADCOM INC | $594.35万 | 5.64% | 19,203 | 736 | 4.0% | $22.78万 | 加仓 |
| GOOGL | ALPHABET INC | $594.56万 | 5.64% | 20,676 | 666 | 3.3% | $19.15万 | 加仓 |
| AMZN | AMAZON COM INC | $605.32万 | 5.74% | 29,064 | 1,114 | 4.0% | $23.20万 | 加仓 |
| META | META PLATFORMS INC | $626.37万 | 5.94% | 10,948 | 419 | 4.0% | $23.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $654.94万 | 6.21% | 37,554 | 1,344 | 3.7% | $23.44万 | 加仓 |