SP Asset Management LLC
CUPERTINO CA · SEC CIK 0001962086
$11.34亿2026Q1 申报市值
119持仓数
55.5%前十大占比 · 第一大 17.2%
1 / 16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
MSFT 加仓+$289.14万
VUG 加仓+$261.55万
VHT 加仓+$194.50万
IGV 加仓+$159.64万
VO 加仓+$89.17万
2026Q1 卖出最多 按季末市值估算
QCOM 减仓-$675.91万
SNOW 清仓-$329.24万
NVDA 减仓-$220.02万
IVV 减仓-$205.01万
XYZ 清仓-$136.41万
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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $30.61万 | 0.03% | 4,362 | 15 | 0.3% | $1,053 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $30.40万 | 0.03% | 1,852 | 115 | 6.6% | $1.89万 | 加仓 |
| SHOP | SHOPIFY INC | $29.66万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $28.38万 | 0.03% | 666 | -3,163 | -82.6% | -$134.77万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $27.20万 | 0.02% | 10,608 | 1 | 0.0% | $26 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $26.81万 | 0.02% | 3,252 | 15 | 0.5% | $1,237 | 加仓 |
| ABNB | AIRBNB INC | $26.48万 | 0.02% | 2,097 | -100 | -4.6% | -$1.26万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $25.50万 | 0.02% | 3,003 | 4 | 0.1% | $340 | 加仓 |
| IWD | ISHARES TR | $24.68万 | 0.02% | 1,155 | 4 | 0.3% | $855 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.51万 | 0.02% | 3,825 | 6 | 0.2% | $385 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.14万 | 0.02% | 1,650 | -37 | -2.2% | -$5,412 | 减仓 |
| TWLO | TWILIO INC | $23.28万 | 0.02% | 1,850 | -15 | -0.8% | -$1,887 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $23.22万 | 0.02% | 3,700 | -292 | -7.3% | -$1.83万 | 减仓 |
| TXN | TEXAS INSTRS INC | $22.99万 | 0.02% | 1,184 | -213 | -15.2% | -$4.14万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.47万 | 0.02% | 550 | -150 | -21.4% | -$5.86万 | 减仓 |
| SMH | VANECK ETF TRUST | $21.16万 | 0.02% | 552 | -140 | -20.2% | -$5.37万 | 重新持有 |
| AVUS | AMERICAN CENTY ETF TR | $20.10万 | 0.02% | 1,808 | 3 | 0.2% | $333 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $4.68万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | DATAVAULT AI INC | $6,183 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -15,009 | -100.0% | -$329.24万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -20,957 | -100.0% | -$136.41万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -11,214 | -100.0% | -$65.47万 | 清仓 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | -5,625 | -100.0% | -$60.02万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -8,943 | -100.0% | -$58.59万 | 清仓 |
| EXPO | EXPONENT INC | $0 | 0.00% | 0 | -4,941 | -100.0% | -$34.32万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -1,337 | -100.0% | -$32.90万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -455 | -100.0% | -$30.16万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -7,802 | -100.0% | -$27.70万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,640 | -100.0% | -$24.88万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,338 | -100.0% | -$23.94万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,028 | -100.0% | -$23.25万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,238 | -100.0% | -$22.71万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.65万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -4,453 | -100.0% | -$21.63万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -1,816 | -100.0% | -$20.37万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |