PayPay Securities Corp
TOKYO M0 · SEC CIK 0001908623
$276.76万2026Q2 申报市值
296持仓数
33.5%前十大占比 · 第一大 4.6%
2 / 7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
SPXS 加仓+$9.07万
SQQQ 加仓+$4.67万
SPCX 新建仓+$3.04万
NVDA 加仓+$1.50万
DIREXION SHARES 加仓+$1.12万
2026Q2 卖出最多 按季末市值估算
SOXL 减仓-$58.30万
TQQQ 减仓-$6.64万
SPXL 减仓-$4.36万
MU 减仓-$3.12万
GLD 减仓-$2.76万
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 |
|---|---|---|---|---|---|---|---|---|
| EEM | ISHARES TR | $5,541 | 0.20% | 81 | -21 | -20.6% | -$1,437 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $5,608 | 0.20% | 31 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $5,911 | 0.21% | 46 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $5,994 | 0.22% | 41 | 5 | 13.9% | $731 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $6,068 | 0.22% | 6 | -7 | -53.8% | -$7,079 | 减仓 |
| PFE | PFIZER INC | $6,140 | 0.22% | 255 | 76 | 42.5% | $1,830 | 加仓 |
| KO | COCA COLA CO | $6,339 | 0.23% | 78 | -124 | -61.4% | -$1.01万 | 减仓 |
| HD | HOME DEPOT INC | $6,348 | 0.23% | 18 | -29 | -61.7% | -$1.02万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6,548 | 0.24% | 7 | -14 | -66.7% | -$1.31万 | 减仓 |
| RTX | RTX CORPORATION | $7,020 | 0.25% | 37 | -84 | -69.4% | -$1.59万 | 减仓 |
| GEV | GE VERNOVA INC | $7,049 | 0.25% | 6 | -1 | -14.3% | -$1,175 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $7,381 | 0.27% | 83 | -49 | -37.1% | -$4,357 | 减仓 |
| PG | PROCTER & GAMBLE CO | $7,479 | 0.27% | 51 | -64 | -55.7% | -$9,385 | 减仓 |
| BAC | BANK OF AMER CORP | $7,521 | 0.27% | 132 | -134 | -50.4% | -$7,635 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $7,667 | 0.28% | 528 | 285 | 117.3% | $4,138 | 加仓 |
| LIN | LINDE PLC | $7,784 | 0.28% | 15 | -1 | -6.2% | -$519 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $8,062 | 0.29% | 36 | -5 | -12.2% | -$1,120 | 减仓 |
| ABBV | ABBVIE INC | $8,304 | 0.30% | 33 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $8,313 | 0.30% | 20 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $8,731 | 0.32% | 17 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $8,777 | 0.32% | 100 | 4 | 4.2% | $351 | 加仓 |
| TMF | DIREXION SHARES ETF TRUST | $8,923 | 0.32% | 251 | -8 | -3.1% | -$284 | 减仓 |
| CSCO | CISCO SYS INC | $8,927 | 0.32% | 76 | 4 | 5.6% | $470 | 加仓 |
| DVY | ISHARES TR | $9,065 | 0.33% | 58 | -5 | -7.9% | -$781 | 减仓 |
| NFLX | NETFLIX INC. | $9,139 | 0.33% | 128 | 49 | 62.0% | $3,499 | 加仓 |
| MSTR | STRATEGY INC | $9,215 | 0.33% | 106 | 57 | 116.3% | $4,955 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $9,317 | 0.34% | 884 | -235 | -21.0% | -$2,477 | 减仓 |
| WMT | WALMART INC | $9,401 | 0.34% | 83 | -47 | -36.2% | -$5,323 | 减仓 |
| CVX | CHEVRON CORPORATION | $9,614 | 0.35% | 58 | -56 | -49.1% | -$9,282 | 减仓 |
| INTC | INTEL CORP | $1.02万 | 0.37% | 73 | -2 | -2.7% | -$279 | 减仓 |
| HSY | HERSHEY CO | $1.04万 | 0.37% | 59 | 40 | 210.5% | $7,018 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1.04万 | 0.38% | 69 | 62 | 885.7% | $9,383 | 加仓 |
| GE | GE AEROSPACE | $1.05万 | 0.38% | 28 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1.05万 | 0.38% | 445 | 404 | 985.4% | $9,543 | 加仓 |
| ZTS | ZOETIS INC | $1.06万 | 0.38% | 148 | 61 | 70.1% | $4,383 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $1.07万 | 0.39% | 36 | 34 | 1,700.0% | $1.01万 | 加仓 |
| KR | KROGER CO | $1.07万 | 0.39% | 193 | 95 | 96.9% | $5,275 | 加仓 |
| TMUS | T-MOBILE US INC | $1.07万 | 0.39% | 64 | 56 | 700.0% | $9,393 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1.09万 | 0.39% | 28 | 26 | 1,300.0% | $1.01万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1.11万 | 0.40% | 89 | 79 | 790.0% | $9,831 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.11万 | 0.40% | 260 | 227 | 687.9% | $9,689 | 加仓 |
| NKE | NIKE INC | $1.13万 | 0.41% | 276 | 211 | 324.6% | $8,662 | 加仓 |
| MCK | MCKESSON CORP | $1.13万 | 0.41% | 15 | 12 | 400.0% | $9,067 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $1.15万 | 0.42% | 310 | 8 | 2.6% | $296 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1.15万 | 0.42% | 470 | 407 | 646.0% | $9,992 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.17万 | 0.42% | 46 | 1 | 2.2% | $254 | 加仓 |
| KLAC | KLA CORP | $1.18万 | 0.43% | 39 | 29 | 290.0% | $8,750 | 加仓 |
| MDT | MEDTRONIC PLC | $1.18万 | 0.43% | 151 | 122 | 420.7% | $9,544 | 加仓 |
| T | AT&T INC | $1.19万 | 0.43% | 575 | 125 | 27.8% | $2,588 | 加仓 |
| LOW | LOWES COS INC | $1.19万 | 0.43% | 54 | 44 | 440.0% | $9,701 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.19万 | 0.43% | 207 | 169 | 444.7% | $9,738 | 加仓 |
| LABU | DIREXION SHARES ETF TRUST | $1.20万 | 0.43% | 41 | -72 | -63.7% | -$2.10万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $1.21万 | 0.44% | 34 | -11 | -24.4% | -$3,900 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.21万 | 0.44% | 28 | 6 | 27.3% | $2,600 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.22万 | 0.44% | 33 | -5 | -13.2% | -$1,850 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1.22万 | 0.44% | 78 | -13 | -14.3% | -$2,040 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.23万 | 0.44% | 105 | 64 | 156.1% | $7,467 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.23万 | 0.44% | 290 | 35 | 13.7% | $1,482 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.23万 | 0.44% | 52 | -6 | -10.3% | -$1,420 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $1.23万 | 0.45% | 1,601 | 447 | 38.7% | $3,446 | 加仓 |
| V | VISA INC | $1.24万 | 0.45% | 36 | 1 | 2.9% | $343 | 加仓 |
| CAT | CATERPILLAR INC | $1.28万 | 0.46% | 12 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $1.28万 | 0.46% | 4 | 3 | 300.0% | $9,588 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1.32万 | 0.48% | 145 | 107 | 281.6% | $9,709 | 加仓 |
| PEP | PEPSICO INC | $1.33万 | 0.48% | 98 | 10 | 11.4% | $1,354 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.45万 | 0.52% | 20 | 7 | 53.8% | $5,061 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.45万 | 0.52% | 29 | -27 | -48.2% | -$1.35万 | 减仓 |
| — | EXXON MOBIL CORP | $1.53万 | 0.55% | 112 | -69 | -38.1% | -$9,434 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.63万 | 0.59% | 28 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $1.70万 | 0.62% | 52 | -23 | -30.7% | -$7,529 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $1.82万 | 0.66% | 548 | -203 | -27.0% | -$6,744 | 减仓 |
| GGLL | DIREXION SHARES ETF TRUST | $1.88万 | 0.68% | 165 | -99 | -37.5% | -$1.13万 | 减仓 |
| LLY | ELI LILLY & CO | $1.92万 | 0.69% | 16 | 1 | 6.7% | $1,199 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $1.95万 | 0.70% | 559 | -149 | -21.0% | -$5,196 | 减仓 |
| META | META PLATFORMS INC | $2.25万 | 0.81% | 40 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $2.43万 | 0.88% | 154 | -20 | -11.5% | -$3,161 | 减仓 |
| GLD | SPDR GOLD TR | $2.47万 | 0.89% | 67 | -75 | -52.8% | -$2.76万 | 减仓 |
| TSLA | TESLA INC | $2.52万 | 0.91% | 60 | 0 | 0.0% | — | 不变 |
| TSLL | DIREXION SHARES ETF TRUST | $2.56万 | 0.93% | 1,811 | -438 | -19.5% | -$6,202 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $3.03万 | 1.10% | 1,372 | 506 | 58.4% | $1.12万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3.04万 | 1.10% | 178 | 178 | — | $3.04万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $3.12万 | 1.13% | 27 | -27 | -50.0% | -$3.12万 | 减仓 |
| AVGO | BROADCOM INC | $3.14万 | 1.13% | 83 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $3.60万 | 1.30% | 2,976 | 361 | 13.8% | $4,372 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $3.66万 | 1.32% | 2,575 | 108 | 4.4% | $1,535 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $3.67万 | 1.32% | 6,410 | 1,523 | 31.2% | $8,712 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $3.73万 | 1.35% | 3,949 | 659 | 20.0% | $6,225 | 加仓 |
| AMZN | AMAZON COM INC | $4.29万 | 1.55% | 180 | 1 | 0.6% | $238 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $4.53万 | 1.64% | 382 | -9 | -2.3% | -$1,067 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $4.83万 | 1.75% | 945 | 153 | 19.3% | $7,826 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5.00万 | 1.81% | 67 | -11 | -14.1% | -$8,215 | 减仓 |
| MSFT | MICROSOFT CORP | $5.04万 | 1.82% | 135 | -2 | -1.5% | -$746 | 减仓 |
| QQQ | INVESCO QQQ TR | $5.60万 | 2.02% | 76 | -24 | -24.0% | -$1.77万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $6.01万 | 2.17% | 1,766 | 296 | 20.1% | $1.01万 | 加仓 |
| GOOGL | ALPHABET INC | $6.97万 | 2.52% | 195 | 0 | 0.0% | — | 不变 |
| SQQQ | PROSHARES TR | $8.22万 | 2.97% | 2,265 | 1,286 | 131.4% | $4.67万 | 加仓 |
| TQQQ | PROSHARES TR | $8.42万 | 3.04% | 1,039 | -820 | -44.1% | -$6.64万 | 减仓 |
| AAPL | APPLE INC | $8.94万 | 3.23% | 309 | 14 | 4.7% | $4,051 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $9.18万 | 3.32% | 339 | -161 | -32.2% | -$4.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $9.88万 | 3.57% | 494 | 75 | 17.9% | $1.50万 | 加仓 |