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 |
|---|---|---|---|---|---|---|---|---|
| ADSK | AUTODESK INC | $61.13万 | 0.42% | 3,144 | 734 | 30.5% | $14.27万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $61.44万 | 0.42% | 1,241 | 296 | 31.3% | $14.65万 | 加仓 |
| JBL | JABIL INC | $61.64万 | 0.42% | 1,599 | 366 | 29.7% | $14.11万 | 加仓 |
| CLS | CELESTICA INC | $63.84万 | 0.44% | 1,750 | 1,750 | — | $63.84万 | 新建仓 |
| SYK | STRYKER CORPORATION | $68.98万 | 0.48% | 2,191 | 418 | 23.6% | $13.16万 | 加仓 |
| AAPL | APPLE INC | $69.48万 | 0.48% | 2,401 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $74.73万 | 0.52% | 1,835 | 411 | 28.9% | $16.74万 | 加仓 |
| MCO | MOODYS CORP | $77.77万 | 0.54% | 1,717 | 279 | 19.4% | $12.64万 | 加仓 |
| FLEX | FLEX LTD | $90.05万 | 0.62% | 5,556 | 1,251 | 29.1% | $20.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $91.12万 | 0.63% | 3,588 | 722 | 25.2% | $18.34万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $94.91万 | 0.65% | 1,893 | 165 | 9.5% | $8.27万 | 加仓 |
| IEUR | ISHARES TR | $96.89万 | 0.67% | 12,890 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $97.06万 | 0.67% | 4,734 | 996 | 26.6% | $20.42万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $100.76万 | 0.69% | 12,130 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $103.91万 | 0.72% | 17,115 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $108.33万 | 0.75% | 22,050 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $112.95万 | 0.78% | 7,890 | 1,897 | 31.7% | $27.16万 | 加仓 |
| FTNT | FORTINET INC | $114.98万 | 0.79% | 7,485 | 1,476 | 24.6% | $22.67万 | 加仓 |
| DHR | DANAHER CORPORATION | $121.72万 | 0.84% | 6,390 | 1,580 | 32.8% | $30.10万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $128.69万 | 0.89% | 5,905 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $131.52万 | 0.91% | 5,362 | 1,312 | 32.4% | $32.18万 | 加仓 |
| PWR | QUANTA SVCS INC | $132.27万 | 0.91% | 1,837 | 1,026 | 126.5% | $73.88万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $135.18万 | 0.93% | 9,252 | 2,420 | 35.4% | $35.36万 | 加仓 |
| IEMG | ISHARES INC | $147.21万 | 1.01% | 17,770 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $147.26万 | 1.02% | 1,972 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $156.46万 | 1.08% | 4,673 | 1,234 | 35.9% | $41.32万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $164.64万 | 1.14% | 3,352 | 771 | 29.9% | $37.87万 | 加仓 |
| URTH | ISHARES INC | $210.75万 | 1.45% | 10,400 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $213.55万 | 1.47% | 5,370 | 1,257 | 30.6% | $49.99万 | 加仓 |
| CAT | CATERPILLAR INC | $259.84万 | 1.79% | 2,440 | 1,462 | 149.5% | $155.69万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $279.39万 | 1.93% | 3,661 | 882 | 31.7% | $67.31万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $280.80万 | 1.94% | 8,234 | 2,376 | 40.6% | $81.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $334.34万 | 2.31% | 8,969 | -6,585 | -42.3% | -$245.47万 | 减仓 |
| GEV | GE VERNOVA INC | $335.31万 | 2.31% | 2,854 | 840 | 41.7% | $98.69万 | 加仓 |
| AMZN | AMAZON COM INC | $372.24万 | 2.57% | 15,618 | -13,446 | -46.3% | -$320.47万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $689.83万 | 4.76% | 11,875 | 2,661 | 28.9% | $154.58万 | 加仓 |
| AVGO | BROADCOM INC | $747.49万 | 5.15% | 19,788 | 585 | 3.0% | $22.10万 | 加仓 |
| META | META PLATFORMS INC | $787.25万 | 5.43% | 13,976 | 3,028 | 27.7% | $170.56万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $821.77万 | 5.67% | 18,964 | 4,341 | 29.7% | $188.11万 | 加仓 |
| AMAT | APPLIED MATLS INC | $870.49万 | 6.00% | 12,040 | 2,818 | 30.6% | $203.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $887.78万 | 6.12% | 44,369 | 6,815 | 18.1% | $136.36万 | 加仓 |
| GOOGL | ALPHABET INC | $948.57万 | 6.54% | 26,543 | 5,867 | 28.4% | $209.67万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,008.91万 | 6.96% | 21,126 | 21,126 | — | $1,008.91万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $1,050.98万 | 7.25% | 9,105 | -1,554 | -14.6% | -$179.38万 | 减仓 |