CONWAY CAPITAL MANAGEMENT, INC.
Burbank CA · SEC CIK 0002044929
$2.14亿2026Q1 申报市值
45持仓数
81.9%前十大占比 · 第一大 17.5%
4 / 4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
FSLY 新建仓+$29.06万
PWR 新建仓+$27.45万
AMD 新建仓+$25.43万
TPL 新建仓+$23.73万
PLUG 重新持有+$5.88万
2026Q1 卖出最多 按季末市值估算
NFLX 减仓-$163.89万
NVDA 减仓-$99.63万
BKNG 清仓-$61.05万
AAPL 减仓-$60.02万
GOOGL 减仓-$36.81万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,736.63万 | 17.48% | 147,233 | -2,365 | -1.6% | -$60.02万 | 减仓 |
| AMZN | AMAZON COM INC | $2,607.14万 | 12.20% | 125,181 | -1,110 | -0.9% | -$23.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,319.28万 | 10.85% | 132,986 | -5,713 | -4.1% | -$99.63万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,144.68万 | 10.04% | 21,524 | -25 | -0.1% | -$2.49万 | 减仓 |
| NFLX | NETFLIX INC. | $2,044.25万 | 9.57% | 212,610 | -17,045 | -7.4% | -$163.89万 | 减仓 |
| GOOG | ALPHABET INC | $1,264.79万 | 5.92% | 44,091 | 61 | 0.1% | $1.75万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,057.48万 | 4.95% | 21,164 | -105 | -0.5% | -$5.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $920.97万 | 4.31% | 19,219 | -75 | -0.4% | -$3.59万 | 减仓 |
| GOOGL | ALPHABET INC | $742.28万 | 3.47% | 25,813 | -1,280 | -4.7% | -$36.81万 | 减仓 |
| TSLA | TESLA INC | $670.45万 | 3.14% | 18,035 | -800 | -4.2% | -$29.74万 | 减仓 |
| MSFT | MICROSOFT CORP | $437.55万 | 2.05% | 11,820 | -125 | -1.0% | -$4.63万 | 减仓 |
| META | META PLATFORMS INC | $402.44万 | 1.88% | 7,034 | -535 | -7.1% | -$30.61万 | 减仓 |
| BX | BLACKSTONE INC | $374.52万 | 1.75% | 32,570 | -1,220 | -3.6% | -$14.03万 | 减仓 |
| SBUX | STARBUCKS CORP | $271.98万 | 1.27% | 30,358 | -300 | -1.0% | -$2.69万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $213.95万 | 1.00% | 4,641 | -155 | -3.2% | -$7.15万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $209.31万 | 0.98% | 20,912 | -1,350 | -6.1% | -$13.51万 | 减仓 |
| V | VISA INC | $199.06万 | 0.93% | 6,586 | -17 | -0.3% | -$5,138 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $181.35万 | 0.85% | 28,900 | -495 | -1.7% | -$3.11万 | 减仓 |
| CSX | CSX CORP | $160.10万 | 0.75% | 39,000 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $148.63万 | 0.70% | 12,530 | -500 | -3.8% | -$5.93万 | 减仓 |
| AGG | ISHARES TR | $129.49万 | 0.61% | 13,044 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $120.77万 | 0.57% | 15,353 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $118.02万 | 0.55% | 2,730 | -65 | -2.3% | -$2.81万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $109.65万 | 0.51% | 3,625 | 0 | 0.0% | — | 不变 |
| CLPT | CLEARPOINT NEURO INC | $96.44万 | 0.45% | 105,975 | -20,750 | -16.4% | -$18.88万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $85.25万 | 0.40% | 10,645 | -250 | -2.3% | -$2.00万 | 减仓 |
| TJX | TJX COS INC NEW | $82.80万 | 0.39% | 5,184 | -100 | -1.9% | -$1.60万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $67.97万 | 0.32% | 15,005 | -250 | -1.6% | -$1.13万 | 减仓 |
| RL | RALPH LAUREN CORP | $40.93万 | 0.19% | 1,190 | -20 | -1.7% | -$6,880 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $40.92万 | 0.19% | 1,251 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $38.50万 | 0.18% | 1,575 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.28万 | 0.16% | 2,275 | -250 | -9.9% | -$3.66万 | 减仓 |
| AMGN | AMGEN INC | $32.58万 | 0.15% | 926 | 0 | 0.0% | — | 不变 |
| FSLY | FASTLY INC | $29.06万 | 0.14% | 10,000 | 10,000 | — | $29.06万 | 新建仓 |
| PWR | QUANTA SVCS INC | $27.45万 | 0.13% | 500 | 500 | — | $27.45万 | 新建仓 |
| NKE | NIKE INC | $26.39万 | 0.12% | 4,997 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $25.58万 | 0.12% | 4,250 | -20 | -0.5% | -$1,204 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.43万 | 0.12% | 1,250 | 1,250 | — | $25.43万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $23.73万 | 0.11% | 500 | 500 | — | $23.73万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $22.61万 | 0.11% | 1,145 | -390 | -25.4% | -$7.70万 | 减仓 |
| SYY | SYSCO CORP | $22.47万 | 0.11% | 3,150 | -300 | -8.7% | -$2.14万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.15万 | 0.10% | 250 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $20.88万 | 0.10% | 2,166 | 0 | 0.0% | — | 不变 |
| OLMA | OLEMA PHARMACEUTICALS INC | $14.91万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $8.14万 | 0.04% | 36,000 | 26,000 | 260.0% | $5.88万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -114 | -100.0% | -$61.05万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -200 | -100.0% | -$33.81万 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -3,225 | -100.0% | -$22.96万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -905 | -100.0% | -$20.20万 | 清仓 |