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 |
|---|---|---|---|---|---|---|---|---|
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -39 | -100.0% | -$1,065 | 清仓 |
| PAYP | PAYPAY CORP | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| PLUG | PLUG PWR INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| FCEL | FUELCELL ENERGY INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | BEYOND MEAT INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| RL | RALPH LAUREN CORP | $401 | 0.01% | 1 | -1 | -50.0% | -$401 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $459 | 0.02% | 1 | -1 | -50.0% | -$459 | 减仓 |
| AXON | AXON ENTERPRISE INC | $561 | 0.02% | 1 | -1 | -50.0% | -$561 | 减仓 |
| FSLR | FIRST SOLAR INC | $708 | 0.03% | 3 | -1 | -25.0% | -$236 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $711 | 0.03% | 5 | 1 | 25.0% | $142 | 加仓 |
| WDAY | WORKDAY INC | $735 | 0.03% | 6 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $736 | 0.03% | 3 | -2 | -40.0% | -$491 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $763 | 0.03% | 4 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $766 | 0.03% | 7 | -1 | -12.5% | -$109 | 减仓 |
| SHV | ISHARES TR | $772 | 0.03% | 7 | -1 | -12.5% | -$110 | 减仓 |
| DDOG | DATADOG INC | $781 | 0.03% | 3 | -5 | -62.5% | -$1,302 | 减仓 |
| EBAY | EBAY INC. | $782 | 0.03% | 7 | -4 | -36.4% | -$447 | 减仓 |
| HUM | HUMANA INC | $794 | 0.03% | 2 | -4 | -66.7% | -$1,588 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $799 | 0.03% | 7 | 1 | 16.7% | $114 | 加仓 |
| SHOP | SHOPIFY INC | $799 | 0.03% | 7 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $816 | 0.03% | 10 | -11 | -52.4% | -$898 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $816 | 0.03% | 6 | -4 | -40.0% | -$544 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $818 | 0.03% | 15 | -5 | -25.0% | -$273 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $820 | 0.03% | 19 | -1 | -5.0% | -$43 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $821 | 0.03% | 9 | -6 | -40.0% | -$547 | 减仓 |
| XYZ | BLOCK INC | $836 | 0.03% | 11 | -5 | -31.2% | -$380 | 减仓 |
| DLTR | DOLLAR TREE INC | $847 | 0.03% | 7 | -2 | -22.2% | -$242 | 减仓 |
| CSGP | COSTAR GROUP INC | $850 | 0.03% | 30 | 7 | 30.4% | $198 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $856 | 0.03% | 11 | -2 | -15.4% | -$156 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $863 | 0.03% | 10 | -2 | -16.7% | -$173 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $868 | 0.03% | 21 | -179 | -89.5% | -$7,399 | 减仓 |
| EL | LAUDER ESTEE COS INC | $868 | 0.03% | 11 | -3 | -21.4% | -$237 | 减仓 |
| EMB | ISHARES TR | $868 | 0.03% | 9 | -1 | -10.0% | -$96 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $869 | 0.03% | 39 | -567 | -93.6% | -$1.26万 | 减仓 |
| RBLX | ROBLOX CORP | $870 | 0.03% | 16 | -2 | -11.1% | -$109 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $874 | 0.03% | 18 | -140 | -88.6% | -$6,798 | 减仓 |
| DXCM | DEXCOM INC | $876 | 0.03% | 13 | -1 | -7.1% | -$67 | 减仓 |
| HPQ | HP INC | $878 | 0.03% | 40 | -8 | -16.7% | -$176 | 减仓 |
| ILMN | ILLUMINA INC | $879 | 0.03% | 5 | -3 | -37.5% | -$527 | 减仓 |
| HYG | ISHARES TR | $880 | 0.03% | 11 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $883 | 0.03% | 42 | -10 | -19.2% | -$210 | 减仓 |
| FISV | FISERV INC | $883 | 0.03% | 18 | 8 | 80.0% | $392 | 加仓 |
| DOCU | DOCUSIGN INC | $888 | 0.03% | 20 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $891 | 0.03% | 61 | -13 | -17.6% | -$190 | 减仓 |
| EWZ | ISHARES INC | $897 | 0.03% | 26 | 1 | 4.0% | $34 | 加仓 |
| ULTA | ULTA BEAUTY INC | $902 | 0.03% | 2 | 1 | 100.0% | $451 | 加仓 |
| F | FORD MTR CO | $904 | 0.03% | 65 | -5 | -7.1% | -$70 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $909 | 0.03% | 36 | -8 | -18.2% | -$202 | 减仓 |
| MRNA | MODERNA INC | $910 | 0.03% | 13 | -6 | -31.6% | -$420 | 减仓 |
| ZG | ZILLOW GROUP INC | $910 | 0.03% | 29 | 7 | 31.8% | $220 | 加仓 |
| DOCS | DOXIMITY INC | $913 | 0.03% | 44 | 4 | 10.0% | $83 | 加仓 |
| XRX | XEROX HOLDINGS CORP | $914 | 0.03% | 292 | -1,088 | -78.8% | -$3,406 | 减仓 |
| CCL | CARNIVAL CORP LTD | $914 | 0.03% | 32 | 32 | — | $914 | 新建仓 |
| GAP | GAP INC | $915 | 0.03% | 49 | 11 | 28.9% | $205 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $916 | 0.03% | 28 | -7 | -20.0% | -$229 | 减仓 |
| UPST | UPSTART HLDGS INC | $921 | 0.03% | 26 | -13 | -33.3% | -$460 | 减仓 |
| DG | DOLLAR GEN CORP | $921 | 0.03% | 8 | 0 | 0.0% | — | 不变 |
| DLO | DLOCAL LTD | $923 | 0.03% | 71 | -1 | -1.4% | -$13 | 减仓 |
| SNAP | SNAP INC | $928 | 0.03% | 209 | -28 | -11.8% | -$124 | 减仓 |
| NVAX | NOVAVAX INC | $933 | 0.03% | 99 | -17 | -14.7% | -$160 | 减仓 |
| AI | C3 AI INC | $936 | 0.03% | 103 | -17 | -14.2% | -$154 | 减仓 |
| FSLY | FASTLY INC | $936 | 0.03% | 51 | 14 | 37.8% | $257 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $936 | 0.03% | 19 | -6 | -24.0% | -$296 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $940 | 0.03% | 52 | -40 | -43.5% | -$723 | 减仓 |
| CGNX | COGNEX CORP | $941 | 0.03% | 13 | -6 | -31.6% | -$434 | 减仓 |
| U | UNITY SOFTWARE INC | $943 | 0.03% | 33 | -13 | -28.3% | -$371 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $945 | 0.03% | 10 | -6 | -37.5% | -$567 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $952 | 0.03% | 161 | -73 | -31.2% | -$432 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $952 | 0.03% | 28 | 4 | 16.7% | $136 | 加仓 |
| OKTA | OKTA INC | $955 | 0.03% | 7 | -5 | -41.7% | -$682 | 减仓 |
| EQT | EQT CORP | $957 | 0.03% | 18 | -142 | -88.8% | -$7,550 | 减仓 |
| YUM | YUM BRANDS INC | $959 | 0.03% | 6 | 2 | 50.0% | $320 | 加仓 |
| ROKU | ROKU INC | $967 | 0.03% | 7 | -4 | -36.4% | -$553 | 减仓 |
| ADSK | AUTODESK INC | $972 | 0.04% | 5 | 2 | 66.7% | $389 | 加仓 |
| LMND | LEMONADE INC | $976 | 0.04% | 15 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $988 | 0.04% | 7 | 1 | 16.7% | $141 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $991 | 0.04% | 3 | -1 | -25.0% | -$330 | 减仓 |
| MDB | MONGODB INC | $1,008 | 0.04% | 3 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1,018 | 0.04% | 4 | -2 | -33.3% | -$509 | 减仓 |
| TPR | TAPESTRY INC | $1,025 | 0.04% | 7 | 1 | 16.7% | $146 | 加仓 |
| TGT | TARGET CORP | $1,045 | 0.04% | 8 | -52 | -86.7% | -$6,792 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,086 | 0.04% | 12 | -1 | -7.7% | -$90 | 减仓 |
| RACE | FERRARI N V | $1,117 | 0.04% | 3 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1,124 | 0.04% | 4 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $1,133 | 0.04% | 1 | -1 | -50.0% | -$1,133 | 减仓 |
| ABNB | AIRBNB INC | $1,145 | 0.04% | 8 | 2 | 33.3% | $286 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,162 | 0.04% | 4 | -37 | -90.2% | -$1.07万 | 减仓 |
| TTD | THE TRADE DESK INC | $1,175 | 0.04% | 65 | 9 | 16.1% | $163 | 加仓 |
| DOW | DOW HLDGS INC | $1,176 | 0.04% | 43 | 14 | 48.3% | $383 | 加仓 |
| USIG | ISHARES TR | $1,180 | 0.04% | 23 | -1 | -4.2% | -$51 | 减仓 |
| FICO | FAIR ISAAC CORP | $1,195 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1,230 | 0.04% | 6 | -1 | -14.3% | -$205 | 减仓 |
| GM | GENERAL MTRS CO | $1,233 | 0.04% | 16 | -42 | -72.4% | -$3,237 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,247 | 0.05% | 2 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1,253 | 0.05% | 4 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $1,277 | 0.05% | 6 | 1 | 20.0% | $213 | 加仓 |
| MPC | MARATHON PETE CORP | $1,278 | 0.05% | 5 | -42 | -89.4% | -$1.07万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,289 | 0.05% | 14 | 0 | 0.0% | — | 不变 |