UNICOM Systems, Inc.
LAS VEGAS NV · SEC CIK 0001996154
$15.33亿2026Q2 申报市值
39持仓数
67.3%前十大占比 · 第一大 12.3%
7 / 0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
MU 加仓+$2,862.64万
SNDK 加仓+$1,728.03万
MXL 新建仓+$1,471.06万
SIMO 新建仓+$1,373.32万
GLW 新建仓+$1,361.44万
2026Q2 卖出最多 按季末市值估算
本季没有卖出
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $1.89亿 | 12.31% | 448,661 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $1.51亿 | 9.88% | 757,098 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $1.33亿 | 8.68% | 58,500 | 7,600 | 14.9% | $1,728.03万 | 加仓 |
| AVGO | BROADCOM INC | $1.23亿 | 8.02% | 325,300 | 25,000 | 8.3% | $944.38万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $9,788.52万 | 6.39% | 838,992 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $7,488.11万 | 4.89% | 3,121,346 | 0 | 0.0% | — | 不变 |
| — | ROCKET LAB USA INC | $7,142.28万 | 4.66% | 702,635 | 45,400 | 6.9% | $461.49万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $6,804.38万 | 4.44% | 3,521,935 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $6,489.40万 | 4.23% | 101,600 | 11,100 | 12.3% | $708.98万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5,863.79万 | 3.83% | 50,800 | 24,800 | 95.4% | $2,862.64万 | 加仓 |
| ASML | ASML HOLDING N V | $5,769.38万 | 3.76% | 29,000 | 0 | 0.0% | — | 不变 |
| STX | SEGATE TECHNOLOGY HLDNGS PL | $4,197.75万 | 2.74% | 43,500 | 6,700 | 18.2% | $646.55万 | 加仓 |
| IONQ | IONQ INC | $4,095.16万 | 2.67% | 768,900 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $3,817.12万 | 2.49% | 484,467 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $3,155.67万 | 2.06% | 89,000 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $2,375.57万 | 1.55% | 153,500 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC | $2,259.19万 | 1.47% | 152,483 | 83,892 | 122.3% | $1,242.94万 | 加仓 |
| BE | BLOOM ENERGY CORP | $2,239.98万 | 1.46% | 74,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1,745.35万 | 1.14% | 30,985 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $1,728.29万 | 1.13% | 35,231 | 18,400 | 109.3% | $902.63万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,722.12万 | 1.12% | 41,434 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $1,698.96万 | 1.11% | 19,800 | 5,600 | 39.4% | $480.51万 | 加仓 |
| APP | APPLOVIN CORP | $1,643.58万 | 1.07% | 31,900 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $1,528.35万 | 1.00% | 45,500 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC | $1,471.06万 | 0.96% | 114,900 | 114,900 | — | $1,471.06万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $1,373.32万 | 0.90% | 41,200 | 41,200 | — | $1,373.32万 | 新建仓 |
| GLW | CORNING INC | $1,361.44万 | 0.89% | 53,300 | 53,300 | — | $1,361.44万 | 新建仓 |
| GOOGL | ALAPHABET INC | $1,107.85万 | 0.72% | 31,000 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $1,024.74万 | 0.67% | 34,400 | 34,400 | — | $1,024.74万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $1,006.01万 | 0.66% | 29,500 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $991.33万 | 0.65% | 459,374 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $788.62万 | 0.51% | 375,000 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $590.98万 | 0.39% | 31,600 | 31,600 | — | $590.98万 | 新建仓 |
| ORCL | ORACLE CORP | $586.20万 | 0.38% | 40,000 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $552.26万 | 0.36% | 14,000 | 14,000 | — | $552.26万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $453.19万 | 0.30% | 51,000 | 51,000 | — | $453.19万 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $351.41万 | 0.23% | 362,279 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $322.08万 | 0.21% | 110,000 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $122.03万 | 0.08% | 27,147 | 0 | 0.0% | — | 不变 |