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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $654.94万 | 6.21% | 37,554 | 1,344 | 3.7% | $23.44万 | 加仓 |
| META | META PLATFORMS INC | $626.37万 | 5.94% | 10,948 | 419 | 4.0% | $23.97万 | 加仓 |
| AMZN | AMAZON COM INC | $605.32万 | 5.74% | 29,064 | 1,114 | 4.0% | $23.20万 | 加仓 |
| GOOGL | ALPHABET INC | $594.56万 | 5.64% | 20,676 | 666 | 3.3% | $19.15万 | 加仓 |
| AVGO | BROADCOM INC | $594.35万 | 5.64% | 19,203 | 736 | 4.0% | $22.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $575.76万 | 5.46% | 15,554 | 525 | 3.5% | $19.43万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $360.10万 | 3.41% | 10,659 | 408 | 4.0% | $13.78万 | 加仓 |
| ORCL | ORACLE CORP | $318.10万 | 3.02% | 21,623 | 829 | 4.0% | $12.20万 | 加仓 |
| AMAT | APPLIED MATLS INC | $315.20万 | 2.99% | 9,222 | 353 | 4.0% | $12.07万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $312.44万 | 2.96% | 14,623 | 560 | 4.0% | $11.96万 | 加仓 |
| SAP | SAP SE | $244.90万 | 2.32% | 14,304 | 547 | 4.0% | $9.37万 | 加仓 |
| GE | GE AEROSPACE | $242.03万 | 2.30% | 8,529 | 326 | 4.0% | $9.25万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $189.61万 | 1.80% | 4,113 | 144 | 3.6% | $6.64万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $187.44万 | 1.78% | 9,214 | 321 | 3.6% | $6.53万 | 加仓 |
| URTH | ISHARES INC | $187.22万 | 1.78% | 10,400 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $175.80万 | 1.67% | 2,014 | 70 | 3.6% | $6.11万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $128.25万 | 1.22% | 1,972 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $127.03万 | 1.20% | 22,050 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $126.59万 | 1.20% | 12,108 | 523 | 4.5% | $5.47万 | 加仓 |
| IEMG | ISHARES INC | $123.95万 | 1.18% | 17,770 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $115.86万 | 1.10% | 5,905 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $108.49万 | 1.03% | 2,779 | 105 | 3.9% | $4.10万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $107.56万 | 1.02% | 2,581 | 98 | 3.9% | $4.08万 | 加仓 |
| APP | APPLOVIN CORP | $107.26万 | 1.02% | 2,695 | 102 | 3.9% | $4.06万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $99.44万 | 0.94% | 12,130 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $93.92万 | 0.89% | 5,858 | 87 | 1.5% | $1.39万 | 加仓 |
| DHR | DANAHER CORPORATION | $91.20万 | 0.86% | 4,810 | 143 | 3.1% | $2.71万 | 加仓 |
| ADBE | ADOBE INC | $90.86万 | 0.86% | 3,738 | 111 | 3.1% | $2.70万 | 加仓 |
| IEUR | ISHARES TR | $90.58万 | 0.86% | 12,890 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $89.85万 | 0.85% | 35,485 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $89.82万 | 0.85% | 37,063 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC | $89.47万 | 0.85% | 6,832 | 198 | 3.0% | $2.59万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $86.17万 | 0.82% | 3,439 | 70 | 2.1% | $1.75万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $84.94万 | 0.81% | 1,728 | 51 | 3.0% | $2.51万 | 加仓 |
| NET | CLOUDFLARE INC | $83.57万 | 0.79% | 4,050 | 82 | 2.1% | $1.69万 | 加仓 |
| INTU | INTUIT | $81.81万 | 0.78% | 1,892 | 55 | 3.0% | $2.38万 | 加仓 |
| EMR | EMERSON ELEC CO | $78.52万 | 0.74% | 5,993 | 122 | 2.1% | $1.60万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $78.36万 | 0.74% | 3,233 | 96 | 3.1% | $2.33万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $76.04万 | 0.72% | 6,061 | 181 | 3.1% | $2.27万 | 加仓 |
| IHAK | ISHARES TR | $74.71万 | 0.71% | 17,115 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $70.37万 | 0.67% | 26,335 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $70.06万 | 0.66% | 2,866 | 58 | 2.1% | $1.42万 | 加仓 |
| CAT | CATERPILLAR INC | $69.29万 | 0.66% | 978 | 20 | 2.1% | $1.42万 | 加仓 |
| CRM | SALESFORCE INC | $67.80万 | 0.64% | 3,632 | 108 | 3.1% | $2.02万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $67.77万 | 0.64% | 757 | 16 | 2.2% | $1.43万 | 加仓 |
| MCO | MOODYS CORP | $62.73万 | 0.59% | 1,438 | 30 | 2.1% | $1.31万 | 加仓 |
| AAPL | APPLE INC | $60.93万 | 0.58% | 2,401 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $60.57万 | 0.57% | 1,424 | 29 | 2.1% | $1.23万 | 加仓 |
| SYK | STRYKER CORPORATION | $58.26万 | 0.55% | 1,773 | 37 | 2.1% | $1.22万 | 加仓 |
| ADSK | AUTODESK INC | $57.70万 | 0.55% | 2,410 | 49 | 2.1% | $1.17万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $54.55万 | 0.52% | 3,124 | 63 | 2.1% | $1.10万 | 加仓 |
| SDY | SPDR SER TR | $53.41万 | 0.51% | 3,660 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $53.32万 | 0.51% | 5,749 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $49.11万 | 0.47% | 6,009 | 208 | 3.6% | $1.70万 | 加仓 |
| IEI | ISHARES TR | $44.89万 | 0.43% | 3,785 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $44.53万 | 0.42% | 811 | 34 | 4.4% | $1.87万 | 加仓 |
| WDAY | WORKDAY INC | $40.03万 | 0.38% | 3,081 | 63 | 2.1% | $8,185 | 加仓 |
| TLT | ISHARES TR | $39.79万 | 0.38% | 4,590 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $33.91万 | 0.32% | 945 | 24 | 2.6% | $8,613 | 加仓 |
| VEEV | VEEVA SYS INC | $33.39万 | 0.32% | 1,901 | 48 | 2.6% | $8,432 | 加仓 |
| JBL | JABIL INC | $32.75万 | 0.31% | 1,233 | 53 | 4.5% | $1.41万 | 加仓 |
| LLY | ELI LILLY & CO | $32.56万 | 0.31% | 354 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP. | $30.33万 | 0.29% | 3,371 | 86 | 2.6% | $7,738 | 加仓 |
| RDDT | REDDIT INC | $30.13万 | 0.29% | 2,238 | 57 | 2.6% | $7,675 | 加仓 |
| HUBB | HUBBELL INC | $29.98万 | 0.28% | 611 | 22 | 3.7% | $1.08万 | 加仓 |
| GRMN | GARMIN LTD | $29.98万 | 0.28% | 1,292 | 34 | 2.7% | $7,888 | 加仓 |
| IWM | ISHARES TR | $29.39万 | 0.28% | 1,185 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.14万 | 0.28% | 608 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $28.18万 | 0.27% | 4,305 | 125 | 3.0% | $8,182 | 加仓 |
| EPP | ISHARES INC | $28.14万 | 0.27% | 5,295 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $26.52万 | 0.25% | 1,237 | 53 | 4.5% | $1.14万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $25.52万 | 0.24% | 2,675 | 69 | 2.6% | $6,583 | 加仓 |
| ZS | ZSCALER INC | $25.10万 | 0.24% | 1,789 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $25.06万 | 0.24% | 1,024 | 35 | 3.5% | $8,567 | 加仓 |
| TWLO | TWILIO INC | $22.01万 | 0.21% | 1,749 | 75 | 4.5% | $9,436 | 加仓 |
| NVT | NVENT ELECTRIC PLC | $21.57万 | 0.20% | 1,824 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $20.99万 | 0.20% | 3,075 | 122 | 4.1% | $8,326 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $20.46万 | 0.19% | 1,232 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $20.25万 | 0.19% | 2,240 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $18.63万 | 0.18% | 2,150 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $17.48万 | 0.17% | 2,904 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $17.03万 | 0.16% | 2,789 | 141 | 5.3% | $8,608 | 加仓 |
| NVO | NOVO-NORDISK A S | $17.01万 | 0.16% | 4,630 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $16.15万 | 0.15% | 2,052 | 105 | 5.4% | $8,265 | 加仓 |
| FTV | FORTIVE CORP | $16.08万 | 0.15% | 2,908 | 187 | 6.9% | $1.03万 | 加仓 |
| VLTO | VERALTO CORP | $15.38万 | 0.15% | 1,740 | 90 | 5.5% | $7,958 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $14.78万 | 0.14% | 2,133 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $14.67万 | 0.14% | 981 | 55 | 5.9% | $8,226 | 加仓 |
| EFX | EQUIFAX INC | $14.23万 | 0.13% | 790 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $13.83万 | 0.13% | 807 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $13.82万 | 0.13% | 1,461 | 94 | 6.9% | $8,894 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $13.71万 | 0.13% | 960 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $13.71万 | 0.13% | 7,477 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $13.39万 | 0.13% | 785 | 49 | 6.7% | $8,356 | 加仓 |
| FIG | FIGMA INC | $11.85万 | 0.11% | 5,604 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $11.71万 | 0.11% | 3,333 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $11.37万 | 0.11% | 2,991 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $10.83万 | 0.10% | 500 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $10.78万 | 0.10% | 2,202 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $10.53万 | 0.10% | 665 | 0 | 0.0% | — | 不变 |