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 |
|---|---|---|---|---|---|---|---|---|
| ILMN | ILLUMINA INC | $10.36万 | 0.07% | 589 | 589 | — | $10.36万 | 新建仓 |
| XYL | XYLEM INC | $9.98万 | 0.07% | 844 | 201 | 31.3% | $2.38万 | 加仓 |
| RVTY | REVVITY INC | $9.42万 | 0.06% | 847 | 847 | — | $9.42万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $9.29万 | 0.06% | 2,288 | 2,288 | — | $9.29万 | 新建仓 |
| S | SENTINELONE INC | $8.83万 | 0.06% | 5,202 | 5,202 | — | $8.83万 | 新建仓 |
| NTSK | NETSKOPE INC | $8.19万 | 0.06% | 7,486 | 3,361 | 81.5% | $3.68万 | 加仓 |
| PTC | PTC INC | $7.25万 | 0.05% | 638 | 154 | 31.8% | $1.75万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $5.89万 | 0.04% | 1,100 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $5.78万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $3.32万 | 0.02% | 150 | -250 | -62.5% | -$5.53万 | 减仓 |
| 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 |