CONWAY CAPITAL MANAGEMENT, INC.
Burbank CA · SEC CIK 0002044929
$2.25亿2026Q2 申报市值
39持仓数
82.0%前十大占比 · 第一大 18.7%
5 / 11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
AMD 加仓+$296.55万
CEG 新建仓+$215.83万
HIMS 新建仓+$45.14万
COST 加仓+$27.88万
GOOGL 加仓+$25.91万
2026Q2 卖出最多 按季末市值估算
NFLX 减仓-$286.31万
INTU 清仓-$118.02万
BX 减仓-$104.67万
TSCO 清仓-$67.97万
AAPL 减仓-$52.52万
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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $0 | 0.00% | 0 | -2,730 | -100.0% | -$118.02万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -15,005 | -100.0% | -$67.97万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,275 | -100.0% | -$33.28万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -926 | -100.0% | -$32.58万 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$29.06万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,997 | -100.0% | -$26.39万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -4,250 | -100.0% | -$25.58万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -500 | -100.0% | -$23.73万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,166 | -100.0% | -$20.88万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$14.91万 | 清仓 |
| PLUG | PLUG PWR INC | $0 | 0.00% | 0 | -36,000 | -100.0% | -$8.14万 | 清仓 |
| OSCR | OSCAR HEALTH INC | $21.39万 | 0.10% | 7,500 | 7,500 | — | $21.39万 | 新建仓 |
| SYY | SYSCO CORP | $23.19万 | 0.10% | 2,775 | -375 | -11.9% | -$3.13万 | 减仓 |
| GEV | GE VERNOVA INC | $23.50万 | 0.10% | 200 | 200 | — | $23.50万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $23.62万 | 0.11% | 945 | -200 | -17.5% | -$5.00万 | 减仓 |
| ASML | ASML HLDG NV | $23.87万 | 0.11% | 120 | 120 | — | $23.87万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.28万 | 0.11% | 250 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $36.00万 | 0.16% | 500 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $40.00万 | 0.18% | 1,575 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $45.14万 | 0.20% | 13,020 | 13,020 | — | $45.14万 | 新建仓 |
| RL | RALPH LAUREN CORP | $45.76万 | 0.20% | 1,140 | -50 | -4.2% | -$2.01万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $46.36万 | 0.21% | 1,251 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $78.54万 | 0.35% | 5,184 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $95.44万 | 0.42% | 10,550 | -95 | -0.9% | -$8,594 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $122.62万 | 0.55% | 3,625 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $122.70万 | 0.55% | 28,750 | -150 | -0.5% | -$6,402 | 减仓 |
| AGG | ISHARES TR | $129.11万 | 0.57% | 13,044 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $131.31万 | 0.58% | 11,500 | -1,030 | -8.2% | -$11.76万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $133.04万 | 0.59% | 15,353 | 0 | 0.0% | — | 不变 |
| CLPT | CLEARPOINT NEURO INC | $165.87万 | 0.74% | 92,975 | -13,000 | -12.3% | -$23.19万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $176.65万 | 0.79% | 4,442 | -199 | -4.3% | -$7.91万 | 减仓 |
| CSX | CSX CORP | $185.37万 | 0.83% | 39,000 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $199.00万 | 0.89% | 20,042 | -870 | -4.2% | -$8.64万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $215.83万 | 0.96% | 8,690 | 8,690 | — | $215.83万 | 新建仓 |
| V | VISA INC | $218.14万 | 0.97% | 6,358 | -228 | -3.5% | -$7.82万 | 减仓 |
| SBUX | STARBUCKS CORP | $273.70万 | 1.22% | 26,783 | -3,575 | -11.8% | -$36.53万 | 减仓 |
| BX | BLACKSTONE INC | $278.58万 | 1.24% | 23,675 | -8,895 | -27.3% | -$104.67万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $369.17万 | 1.64% | 6,355 | 5,105 | 408.4% | $296.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $389.63万 | 1.73% | 10,445 | -1,375 | -11.6% | -$51.29万 | 减仓 |
| META | META PLATFORMS INC | $401.29万 | 1.79% | 7,124 | 90 | 1.3% | $5.07万 | 加仓 |
| TSLA | TESLA INC | $772.22万 | 3.44% | 18,360 | 325 | 1.8% | $13.67万 | 加仓 |
| GOOGL | ALPHABET INC | $948.39万 | 4.22% | 26,538 | 725 | 2.8% | $25.91万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $956.30万 | 4.26% | 19,111 | -108 | -0.6% | -$5.40万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,088.27万 | 4.84% | 21,189 | 25 | 0.1% | $1.28万 | 加仓 |
| NFLX | NETFLIX INC. | $1,231.72万 | 5.48% | 172,510 | -40,100 | -18.9% | -$286.31万 | 减仓 |
| GOOG | ALPHABET INC | $1,568.47万 | 6.98% | 44,391 | 300 | 0.7% | $10.60万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,041.34万 | 9.09% | 21,822 | 298 | 1.4% | $27.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,646.89万 | 11.78% | 132,285 | -701 | -0.5% | -$14.03万 | 减仓 |
| AMZN | AMAZON COM INC | $2,963.66万 | 13.19% | 124,346 | -835 | -0.7% | -$19.90万 | 减仓 |
| AAPL | APPLE INC | $4,207.81万 | 18.73% | 145,418 | -1,815 | -1.2% | -$52.52万 | 减仓 |