PayPay Securities Corp
TOKYO M0 · SEC CIK 0001908623
$289.18万2026Q1 申报市值
295持仓数
31.7%前十大占比 · 第一大 8.0%
22 / 8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
DIREXION SHARES 新建仓+$5.39万
DIREXION SHARES 新建仓+$4.53万
TQQQ 加仓+$2.99万
SPXL 加仓+$2.44万
NOC 加仓+$1.55万
2026Q1 卖出最多 按季末市值估算
DIREXION SHS ETF 清仓-$17.09万
GLD 减仓-$15.01万
SOXL 减仓-$10.64万
DIREXION SHS ETF 清仓-$7.73万
SPXS 减仓-$5.13万
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 |
|---|---|---|---|---|---|---|---|---|
| REGN | REGENERON PHARMACEUTICALS | $1,492 | 0.05% | 2 | -1 | -33.3% | -$746 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $1,476 | 0.05% | 17 | -39 | -69.6% | -$3,386 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $1,450 | 0.05% | 4 | -2 | -33.3% | -$725 | 减仓 |
| SNAP | SNAP INC | $1,427 | 0.05% | 237 | 89 | 60.1% | $536 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,403 | 0.05% | 1 | 1 | — | $1,403 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,330 | 0.05% | 5 | -1 | -16.7% | -$266 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,322 | 0.05% | 4 | 4 | — | $1,322 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,298 | 0.04% | 14 | -5 | -26.3% | -$464 | 减仓 |
| UPST | UPSTART HLDGS INC | $1,291 | 0.04% | 39 | 13 | 50.0% | $430 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $1,279 | 0.04% | 16 | -6 | -27.3% | -$480 | 减仓 |
| TTD | THE TRADE DESK INC | $1,275 | 0.04% | 56 | 13 | 30.2% | $296 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $1,266 | 0.04% | 21 | 4 | 23.5% | $241 | 加仓 |
| DASH | DOORDASH INC | $1,255 | 0.04% | 7 | -3 | -30.0% | -$538 | 减仓 |
| USIG | ISHARES TR | $1,234 | 0.04% | 24 | -7 | -22.6% | -$360 | 减仓 |
| ROKU | ROKU INC | $1,231 | 0.04% | 11 | -1 | -8.3% | -$112 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,228 | 0.04% | 4 | -2 | -33.3% | -$614 | 减仓 |
| HUM | HUMANA INC | $1,205 | 0.04% | 6 | 6 | — | $1,205 | 新建仓 |
| U | UNITY SOFTWARE INC | $1,193 | 0.04% | 46 | 20 | 76.9% | $519 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $1,177 | 0.04% | 234 | 42 | 21.9% | $211 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,159 | 0.04% | 6 | -1 | -14.3% | -$193 | 减仓 |
| DOW | DOW HLDGS INC | $1,158 | 0.04% | 29 | -38 | -56.7% | -$1,517 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,153 | 0.04% | 15 | -4 | -21.1% | -$307 | 减仓 |
| DHI | D R HORTON INC | $1,147 | 0.04% | 8 | -2 | -20.0% | -$287 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $1,129 | 0.04% | 92 | 13 | 16.5% | $160 | 加仓 |
| EBAY | EBAY INC. | $1,122 | 0.04% | 11 | 11 | — | $1,122 | 新建仓 |
| AI | C3 AI INC | $1,118 | 0.04% | 120 | 34 | 39.5% | $317 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $1,114 | 0.04% | 20 | -2 | -9.1% | -$111 | 减仓 |
| ROST | ROSS STORES INC | $1,110 | 0.04% | 5 | 5 | — | $1,110 | 新建仓 |
| XYZ | BLOCK INC | $1,099 | 0.04% | 16 | 2 | 14.3% | $137 | 加仓 |
| LYFT | LYFT INC | $1,089 | 0.04% | 74 | 12 | 19.4% | $177 | 加仓 |
| RBLX | ROBLOX CORP | $1,088 | 0.04% | 18 | 4 | 28.6% | $242 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1,084 | 0.04% | 7 | -1 | -12.5% | -$155 | 减仓 |
| RACE | FERRARI N V | $1,070 | 0.04% | 3 | -26 | -89.7% | -$9,273 | 减仓 |
| FICO | FAIR ISAAC CORP | $1,070 | 0.04% | 1 | 1 | — | $1,070 | 新建仓 |
| CCL | CARNIVAL CORP | $1,065 | 0.04% | 39 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,063 | 0.04% | 2 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1,062 | 0.04% | 8 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $1,055 | 0.04% | 14 | 3 | 27.3% | $226 | 加仓 |
| DAL | DELTA AIR LINES INC | $1,048 | 0.04% | 15 | -4 | -21.1% | -$279 | 减仓 |
| PINS | PINTEREST INC | $1,046 | 0.04% | 52 | 6 | 13.0% | $121 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $1,045 | 0.04% | 44 | 10 | 29.4% | $238 | 加仓 |
| CGNX | COGNEX CORP | $1,044 | 0.04% | 19 | -13 | -40.6% | -$714 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,040 | 0.04% | 12 | -1 | -7.7% | -$87 | 减仓 |
| MRNA | MODERNA INC | $1,039 | 0.04% | 19 | -20 | -51.3% | -$1,094 | 减仓 |
| EWZ | ISHARES INC | $1,037 | 0.04% | 25 | -12 | -32.4% | -$498 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,028 | 0.04% | 13 | -5 | -27.8% | -$395 | 减仓 |
| LMND | LEMONADE INC | $1,027 | 0.04% | 15 | -1 | -6.2% | -$68 | 减仓 |
| NVAX | NOVAVAX INC | $1,002 | 0.03% | 116 | -62 | -34.8% | -$536 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $996 | 0.03% | 20 | -6 | -23.1% | -$299 | 减仓 |
| GAP | GAP INC | $991 | 0.03% | 38 | -8 | -17.4% | -$209 | 减仓 |
| DG | DOLLAR GEN CORP | $988 | 0.03% | 8 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $988 | 0.03% | 8 | 1 | 14.3% | $124 | 加仓 |
| NET | CLOUDFLARE INC | $987 | 0.03% | 5 | -1 | -16.7% | -$197 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $980 | 0.03% | 13 | -5 | -27.8% | -$377 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $978 | 0.03% | 6 | 0 | 0.0% | — | 不变 |
| DLO | DLOCAL LTD | $973 | 0.03% | 72 | -11 | -13.3% | -$149 | 减仓 |
| DOCS | DOXIMITY INC | $970 | 0.03% | 40 | 13 | 48.1% | $315 | 加仓 |
| ZG | ZILLOW GROUP INC | $970 | 0.03% | 22 | 5 | 29.4% | $220 | 加仓 |
| HCA | HCA HEALTHCARE INC | $966 | 0.03% | 2 | -3 | -60.0% | -$1,449 | 减仓 |
| EMB | ISHARES TR | $960 | 0.03% | 10 | -2 | -16.7% | -$192 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $950 | 0.03% | 10 | 10 | — | $950 | 新建仓 |
| HPQ | HP INC | $947 | 0.03% | 48 | -4 | -7.7% | -$79 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $944 | 0.03% | 4 | -2 | -33.3% | -$472 | 减仓 |
| KHC | KRAFT HEINZ CO | $926 | 0.03% | 41 | -400 | -90.7% | -$9,034 | 减仓 |
| CSGP | COSTAR GROUP INC | $921 | 0.03% | 23 | -1 | -4.2% | -$40 | 减仓 |
| DOCU | DOCUSIGN INC | $921 | 0.03% | 20 | 2 | 11.1% | $92 | 加仓 |
| FSLY | FASTLY INC | $921 | 0.03% | 37 | -81 | -68.6% | -$2,016 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $911 | 0.03% | 35 | 35 | — | $911 | 新建仓 |
| TPR | TAPESTRY INC | $904 | 0.03% | 6 | -1 | -14.3% | -$151 | 减仓 |
| DLTR | DOLLAR TREE INC | $899 | 0.03% | 9 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $893 | 0.03% | 13 | 6 | 85.7% | $412 | 加仓 |
| TIP | ISHARES TR | $890 | 0.03% | 8 | -3 | -27.3% | -$334 | 减仓 |
| SHOP | SHOPIFY INC | $889 | 0.03% | 7 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $884 | 0.03% | 11 | -3 | -21.4% | -$241 | 减仓 |
| SHV | ISHARES TR | $882 | 0.03% | 8 | -3 | -27.3% | -$331 | 减仓 |
| F | FORD MTR CO | $871 | 0.03% | 70 | -19 | -21.3% | -$236 | 减仓 |
| OKTA | OKTA INC | $864 | 0.03% | 12 | -1 | -7.7% | -$72 | 减仓 |
| SNOW | SNOWFLAKE INC | $861 | 0.03% | 6 | 2 | 50.0% | $287 | 加仓 |
| DXCM | DEXCOM INC | $857 | 0.03% | 14 | -3 | -17.6% | -$184 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $855 | 0.03% | 4 | -2 | -33.3% | -$428 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $842 | 0.03% | 24 | -10 | -29.4% | -$351 | 减仓 |
| ABNB | AIRBNB INC | $827 | 0.03% | 6 | -4 | -40.0% | -$551 | 减仓 |
| FTNT | FORTINET INC | $824 | 0.03% | 10 | -3 | -23.1% | -$247 | 减仓 |
| ZS | ZSCALER INC | $806 | 0.03% | 6 | 2 | 50.0% | $269 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $799 | 0.03% | 25 | -12 | -32.4% | -$384 | 减仓 |
| AXON | AXON ENTERPRISE INC | $786 | 0.03% | 2 | 2 | — | $786 | 新建仓 |
| FSLR | FIRST SOLAR INC | $767 | 0.03% | 4 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $753 | 0.03% | 3 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $749 | 0.03% | 6 | 2 | 50.0% | $250 | 加仓 |
| RL | RALPH LAUREN CORP | $739 | 0.03% | 2 | -1 | -33.3% | -$370 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $738 | 0.03% | 2 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $729 | 0.03% | 3 | -2 | -40.0% | -$486 | 减仓 |
| YUM | YUM BRANDS INC | $638 | 0.02% | 4 | -66 | -94.3% | -$1.05万 | 减仓 |
| FISV | FISERV INC | $624 | 0.02% | 10 | -4 | -28.6% | -$250 | 减仓 |
| ULTA | ULTA BEAUTY INC | $539 | 0.02% | 1 | -1 | -50.0% | -$539 | 减仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -54,598 | -100.0% | -$17.09万 | 清仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -15,254 | -100.0% | -$7.73万 | 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 |