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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $1,050.98万 | 7.25% | 9,105 | -1,554 | -14.6% | -$179.38万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,008.91万 | 6.96% | 21,126 | 21,126 | — | $1,008.91万 | 新建仓 |
| GOOGL | ALPHABET INC | $948.57万 | 6.54% | 26,543 | 5,867 | 28.4% | $209.67万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $887.78万 | 6.12% | 44,369 | 6,815 | 18.1% | $136.36万 | 加仓 |
| AMAT | APPLIED MATLS INC | $870.49万 | 6.00% | 12,040 | 2,818 | 30.6% | $203.74万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $821.77万 | 5.67% | 18,964 | 4,341 | 29.7% | $188.11万 | 加仓 |
| META | META PLATFORMS INC | $787.25万 | 5.43% | 13,976 | 3,028 | 27.7% | $170.56万 | 加仓 |
| AVGO | BROADCOM INC | $747.49万 | 5.15% | 19,788 | 585 | 3.0% | $22.10万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $689.83万 | 4.76% | 11,875 | 2,661 | 28.9% | $154.58万 | 加仓 |
| AMZN | AMAZON COM INC | $372.24万 | 2.57% | 15,618 | -13,446 | -46.3% | -$320.47万 | 减仓 |
| GEV | GE VERNOVA INC | $335.31万 | 2.31% | 2,854 | 840 | 41.7% | $98.69万 | 加仓 |
| MSFT | MICROSOFT CORP | $334.34万 | 2.31% | 8,969 | -6,585 | -42.3% | -$245.47万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $280.80万 | 1.94% | 8,234 | 2,376 | 40.6% | $81.03万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $279.39万 | 1.93% | 3,661 | 882 | 31.7% | $67.31万 | 加仓 |
| CAT | CATERPILLAR INC | $259.84万 | 1.79% | 2,440 | 1,462 | 149.5% | $155.69万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $213.55万 | 1.47% | 5,370 | 1,257 | 30.6% | $49.99万 | 加仓 |
| URTH | ISHARES INC | $210.75万 | 1.45% | 10,400 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $164.64万 | 1.14% | 3,352 | 771 | 29.9% | $37.87万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $156.46万 | 1.08% | 4,673 | 1,234 | 35.9% | $41.32万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $147.26万 | 1.02% | 1,972 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $147.21万 | 1.01% | 17,770 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC | $135.18万 | 0.93% | 9,252 | 2,420 | 35.4% | $35.36万 | 加仓 |
| PWR | QUANTA SVCS INC | $132.27万 | 0.91% | 1,837 | 1,026 | 126.5% | $73.88万 | 加仓 |
| NET | CLOUDFLARE INC | $131.52万 | 0.91% | 5,362 | 1,312 | 32.4% | $32.18万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $128.69万 | 0.89% | 5,905 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION | $121.72万 | 0.84% | 6,390 | 1,580 | 32.8% | $30.10万 | 加仓 |
| FTNT | FORTINET INC | $114.98万 | 0.79% | 7,485 | 1,476 | 24.6% | $22.67万 | 加仓 |
| EMR | EMERSON ELEC CO | $112.95万 | 0.78% | 7,890 | 1,897 | 31.7% | $27.16万 | 加仓 |
| IXC | ISHARES TR | $108.33万 | 0.75% | 22,050 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $103.91万 | 0.72% | 17,115 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $100.76万 | 0.69% | 12,130 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $97.06万 | 0.67% | 4,734 | 996 | 26.6% | $20.42万 | 加仓 |
| IEUR | ISHARES TR | $96.89万 | 0.67% | 12,890 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $94.91万 | 0.65% | 1,893 | 165 | 9.5% | $8.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $91.12万 | 0.63% | 3,588 | 722 | 25.2% | $18.34万 | 加仓 |
| FLEX | FLEX LTD | $90.05万 | 0.62% | 5,556 | 1,251 | 29.1% | $20.27万 | 加仓 |
| MCO | MOODYS CORP | $77.77万 | 0.54% | 1,717 | 279 | 19.4% | $12.64万 | 加仓 |
| SPGI | S&P GLOBAL INC | $74.73万 | 0.52% | 1,835 | 411 | 28.9% | $16.74万 | 加仓 |
| AAPL | APPLE INC | $69.48万 | 0.48% | 2,401 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $68.98万 | 0.48% | 2,191 | 418 | 23.6% | $13.16万 | 加仓 |
| CLS | CELESTICA INC | $63.84万 | 0.44% | 1,750 | 1,750 | — | $63.84万 | 新建仓 |
| JBL | JABIL INC | $61.64万 | 0.42% | 1,599 | 366 | 29.7% | $14.11万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $61.44万 | 0.42% | 1,241 | 296 | 31.3% | $14.65万 | 加仓 |
| ADSK | AUTODESK INC | $61.13万 | 0.42% | 3,144 | 734 | 30.5% | $14.27万 | 加仓 |
| NTRA | NATERA INC | $58.93万 | 0.41% | 2,171 | 2,171 | — | $58.93万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $58.40万 | 0.40% | 3,995 | 871 | 27.9% | $12.73万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $56.89万 | 0.39% | 4,283 | 3,506 | 451.2% | $46.57万 | 加仓 |
| SDY | SPDR SER TR | $55.70万 | 0.38% | 3,660 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $55.45万 | 0.38% | 5,749 | 0 | 0.0% | — | 不变 |
| CBRS | CEREBRAS SYSTEMS INC | $51.71万 | 0.36% | 2,340 | 2,340 | — | $51.71万 | 新建仓 |
| RDDT | REDDIT INC | $50.67万 | 0.35% | 2,919 | 681 | 30.4% | $11.82万 | 加仓 |
| VEEV | VEEVA SYS INC | $43.91万 | 0.30% | 2,474 | 573 | 30.1% | $10.17万 | 加仓 |
| LLY | ELI LILLY & CO | $42.46万 | 0.29% | 354 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELECTRIC PLC | $41.59万 | 0.29% | 2,452 | 628 | 34.4% | $10.65万 | 加仓 |
| AME | AMETEK INC | $39.34万 | 0.27% | 1,626 | 389 | 31.4% | $9.41万 | 加仓 |
| OKTA | OKTA INC | $35.95万 | 0.25% | 2,635 | 583 | 28.4% | $7.96万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $35.65万 | 0.25% | 1,986 | 1,986 | — | $35.65万 | 新建仓 |
| IWM | ISHARES TR | $35.60万 | 0.25% | 1,185 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $35.26万 | 0.24% | 674 | 63 | 10.3% | $3.30万 | 加仓 |
| — | THOMSON REUTERS CORP. | $34.93万 | 0.24% | 4,277 | 992 | 30.2% | $8.10万 | 重新持有 |
| ZS | ZSCALER INC | $34.61万 | 0.24% | 2,452 | 663 | 37.1% | $9.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.42万 | 0.21% | 608 | 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 |
| EPP | ISHARES INC | $28.20万 | 0.19% | 5,295 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $27.61万 | 0.19% | 2,753 | 620 | 29.1% | $6.22万 | 加仓 |
| ROKU | ROKU INC | $27.08万 | 0.19% | 1,960 | 499 | 34.2% | $6.89万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $26.95万 | 0.19% | 4,824 | 4,824 | — | $26.95万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $25.25万 | 0.17% | 2,933 | 693 | 30.9% | $5.97万 | 加仓 |
| RBRK | RUBRIK INC. | $25.06万 | 0.17% | 3,121 | 919 | 41.7% | $7.38万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $23.69万 | 0.16% | 2,990 | 2,990 | — | $23.69万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $23.61万 | 0.16% | 3,769 | 1,094 | 40.9% | $6.85万 | 加仓 |
| GH | GUARDANT HEALTH INC | $23.45万 | 0.16% | 1,563 | 1,563 | — | $23.45万 | 新建仓 |
| XYZ | BLOCK INC | $23.02万 | 0.16% | 3,029 | 125 | 4.3% | $9,500 | 加仓 |
| MDT | MEDTRONIC PLC | $22.59万 | 0.16% | 2,887 | 737 | 34.3% | $5.77万 | 加仓 |
| NVO | NOVO-NORDISK A S | $22.19万 | 0.15% | 4,630 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $20.89万 | 0.14% | 4,099 | 1,108 | 37.0% | $5.65万 | 加仓 |
| VLTO | VERALTO CORP | $19.93万 | 0.14% | 2,247 | 507 | 29.1% | $4.50万 | 加仓 |
| IQV | IQVIA HLDGS INC | $19.86万 | 0.14% | 1,028 | 243 | 31.0% | $4.70万 | 加仓 |
| FTV | FORTIVE CORP | $19.40万 | 0.13% | 3,175 | 267 | 9.2% | $1.63万 | 加仓 |
| U | UNITY SOFTWARE INC | $18.92万 | 0.13% | 6,620 | 1,853 | 38.9% | $5.30万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $18.32万 | 0.13% | 1,086 | 279 | 34.6% | $4.71万 | 加仓 |
| PINS | PINTEREST INC | $17.90万 | 0.12% | 8,514 | 1,037 | 13.9% | $2.18万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $16.63万 | 0.11% | 1,265 | 305 | 31.8% | $4.01万 | 加仓 |
| EFX | EQUIFAX INC | $16.48万 | 0.11% | 1,038 | 248 | 31.4% | $3.94万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $16.16万 | 0.11% | 5,910 | 5,910 | — | $16.16万 | 新建仓 |
| POWL | POWELL INDS INC | $15.81万 | 0.11% | 552 | 552 | — | $15.81万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $15.81万 | 0.11% | 784 | 784 | — | $15.81万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $15.79万 | 0.11% | 1,283 | 302 | 30.8% | $3.72万 | 加仓 |
| GMED | GLOBUS MED INC | $15.48万 | 0.11% | 1,959 | 1,959 | — | $15.48万 | 新建仓 |
| TRMB | TRIMBLE INC | $15.32万 | 0.11% | 2,993 | 2,993 | — | $15.32万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $13.89万 | 0.10% | 1,175 | 1,175 | — | $13.89万 | 新建仓 |
| BSY | BENTLEY SYS INC | $13.77万 | 0.09% | 4,607 | 1,274 | 38.2% | $3.81万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $13.04万 | 0.09% | 333 | 333 | — | $13.04万 | 新建仓 |
| TTD | THE TRADE DESK INC | $12.89万 | 0.09% | 7,129 | 7,129 | — | $12.89万 | 新建仓 |
| BRKR | BRUKER CORP | $12.82万 | 0.09% | 2,131 | 2,131 | — | $12.82万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $12.78万 | 0.09% | 2,530 | 2,530 | — | $12.78万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $11.36万 | 0.08% | 500 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $11.33万 | 0.08% | 1,604 | 1,604 | — | $11.33万 | 新建仓 |
| SNAP | SNAP INC | $11.16万 | 0.08% | 25,130 | 5,692 | 29.3% | $2.53万 | 加仓 |
| RMBS | RAMBUS INC DEL | $10.69万 | 0.07% | 805 | 805 | — | $10.69万 | 新建仓 |