RAELIPSKIE PARTNERSHIP
WATERLOO A6 · SEC CIK 0002023896
$2.65亿2026Q2 申报市值
124持仓数
60.7%前十大占比 · 第一大 10.8%
12 / 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
ACN 新建仓+$105.48万
SPSM 加仓+$77.22万
PFE 加仓+$60.81万
MSFT 加仓+$36.48万
BRK/B 加仓+$32.48万
2026Q2 卖出最多 按季末市值估算
CSCO 减仓-$235.24万
LYB 清仓-$117.10万
IWM 减仓-$112.67万
EMXC 减仓-$88.54万
VEA 减仓-$60.49万
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 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC (USA) | $4,766 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| HCA | HCA HOLDINGS INC (USA) | $3,899 | 0.00% | 10 | 10 | — | $3,899 | 新建仓 |
| INTU | INTUIT INC | $3,654 | 0.00% | 14 | 14 | — | $3,654 | 新建仓 |
| CMI | CUMMINS INC (USA) | $3,566 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC (USA) | $3,518 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD (USA) | $3,407 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | HONEYTREE U.S. EQUITY ETF (USA) | $3,389 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP (USA) | $2,243 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL-B (USA) | $2,053 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC (USA) | $1,934 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HOLDING ADR (USA) | $1,920 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHNOL | $1,709 | 0.00% | 10 | 10 | — | $1,709 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC (USA) | $1,504 | 0.00% | 3 | 3 | — | $1,504 | 新建仓 |
| IEFA | ISHARES CORE MSCI EAFE (USA) | $1,449 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS LLC. | $1,004 | 0.00% | 3 | 3 | — | $1,004 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $849 | 0.00% | 5 | 5 | — | $849 | 新建仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY | $793 | 0.00% | 25 | 25 | — | $793 | 新建仓 |
| SOLV | SOLVENTUM CORPORATION (USA) | $772 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AEO | AMERICAN EAGLE OUTFITTERS (USA) | $482 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | INVESCO MSCI SUSTAINABLE (USA) | $473 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC (USA) | $57 | 0.00% | 5 | -25 | -83.3% | -$285 | 减仓 |
| — | FIVERR INTERNATIONAL LTD (USA) | $21 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC-NEW (USA) | $13 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ACASTI PHARMA INC (USA) | $5 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES (USA) | $0 | 0.00% | 0 | -14,536 | -100.0% | -$117.10万 | 清仓 |
| SGOV | ISHARES 0-3 MONTH TREASUR (USA) | $0 | 0.00% | 0 | -1,350 | -100.0% | -$13.59万 | 清仓 |
| MUX | MCEWEN INC (USA) | $0 | 0.00% | 0 | -1,372 | -100.0% | -$2.80万 | 清仓 |
| — | HONEYWELL INTL INC (USA) | $0 | 0.00% | 0 | -117 | -100.0% | -$2.64万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC (USA) | $0 | 0.00% | 0 | -15 | -100.0% | -$5,177 | 清仓 |
| RGEN | REPLIGEN CP (USA) | $0 | 0.00% | 0 | -25 | -100.0% | -$2,946 | 清仓 |
| — | LULULEMON ATHLETICA INC (USA) | $0 | 0.00% | 0 | -10 | -100.0% | -$1,531 | 清仓 |