Point Nemo Capital, LLC
DRIPPING SPRINGS TX · SEC CIK 0001988307
$1.52亿2026Q1 申报市值
80持仓数
39.8%前十大占比 · 第一大 4.9%
34 / 42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
EMLC 新建仓+$688.59万
VTIP 加仓+$473.47万
ICLN 加仓+$411.86万
EWW 加仓+$389.85万
XAR 加仓+$379.75万
2026Q1 卖出最多 按季末市值估算
EWP 清仓-$273.02万
TIGO 清仓-$108.52万
NRIM 清仓-$97.33万
RRR 清仓-$92.38万
PSTL 清仓-$91.57万
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 |
|---|---|---|---|---|---|---|---|---|
| CVE | CENOVUS ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NRDS | NERDWALLET INC | $0 | 0.00% | 0 | -58,129 | -100.0% | -$78.76万 | 清仓 |
| CTRE | CARETRUST REIT INC | $0 | 0.00% | 0 | -21,618 | -100.0% | -$78.17万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -6,276 | -100.0% | -$77.91万 | 清仓 |
| FBP | FIRST BANCORP P R | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | -16,423 | -100.0% | -$75.68万 | 清仓 |
| HNI | HNI CORP | $0 | 0.00% | 0 | -17,520 | -100.0% | -$73.65万 | 清仓 |
| DHT | DHT HOLDINGS INC | $0 | 0.00% | 0 | -60,285 | -100.0% | -$73.61万 | 清仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $0 | 0.00% | 0 | -18,610 | -100.0% | -$69.64万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -31,903 | -100.0% | -$69.07万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KSPI | KASPI KZ JSC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -20,495 | -100.0% | -$53.94万 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -11,251 | -100.0% | -$52.97万 | 清仓 |
| — | SIGA TECHNOLOGIES INC | $0 | 0.00% | 0 | -85,553 | -100.0% | -$52.27万 | 清仓 |
| QFIN | QFIN HOLDINGS INC | $0 | 0.00% | 0 | -25,395 | -100.0% | -$48.94万 | 清仓 |
| — | ISHARES INC | $0 | 0.00% | 0 | -13,088 | -100.0% | -$46.42万 | 清仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -19,008 | -100.0% | -$46.25万 | 清仓 |
| WIP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,330 | -100.0% | -$44.63万 | 清仓 |
| EWI | ISHARES INC | $0 | 0.00% | 0 | -8,206 | -100.0% | -$44.58万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -20,151 | -100.0% | -$44.33万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -5,979 | -100.0% | -$44.29万 | 清仓 |
| HYEM | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK FLOATING RATE INCO | $0 | 0.00% | 0 | -37,507 | -100.0% | -$44.18万 | 清仓 |
| FLRN | SPDR SERIES TRUST | $0 | 0.00% | 0 | -14,349 | -100.0% | -$44.09万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5,262 | -100.0% | -$44.07万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -4,577 | -100.0% | -$44.07万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -5,459 | -100.0% | -$44.02万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -6,473 | -100.0% | -$43.65万 | 清仓 |
| IGHG | PROSHARES TR | $0 | 0.00% | 0 | -5,552 | -100.0% | -$43.54万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -3,866 | -100.0% | -$42.60万 | 清仓 |