SLT Holdings LLC
SCOTTSDALE AZ · SEC CIK 0002052222
$1.60亿2026Q2 申报市值
150持仓数
40.1%前十大占比 · 第一大 9.1%
37 / 27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
INFQ 新建仓+$262.34万
CPAI 新建仓+$134.10万
TIDAL TRUST II 新建仓+$128.53万
BKSY 加仓+$87.98万
GRNY 加仓+$77.28万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$341.15万
AAPL 减仓-$203.30万
AMD 减仓-$202.51万
BIL 减仓-$179.78万
QQQ 减仓-$146.55万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,461.63万 | 9.12% | 73,049 | -17,050 | -18.9% | -$341.15万 | 减仓 |
| AAPL | APPLE INC | $1,129.23万 | 7.05% | 39,025 | -7,026 | -15.3% | -$203.30万 | 减仓 |
| BIL | SPDR SERIES TRUST | $703.57万 | 4.39% | 76,776 | -19,618 | -20.4% | -$179.78万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $532.27万 | 3.32% | 116,930 | -7,107 | -5.7% | -$32.35万 | 减仓 |
| AMZN | AMAZON COM INC | $512.07万 | 3.20% | 21,485 | -656 | -3.0% | -$15.64万 | 减仓 |
| AVGO | BROADCOM INC | $477.64万 | 2.98% | 12,644 | 489 | 4.0% | $18.47万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $446.62万 | 2.79% | 186,171 | -8,850 | -4.5% | -$21.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $439.54万 | 2.74% | 11,783 | -1,107 | -8.6% | -$41.29万 | 减仓 |
| ASML | ASML HLDG NV | $403.86万 | 2.52% | 2,030 | 37 | 1.9% | $7.36万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $319.09万 | 1.99% | 5,493 | -3,486 | -38.8% | -$202.51万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $287.16万 | 1.79% | 6,909 | -27 | -0.4% | -$1.12万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $280.45万 | 1.75% | 76,772 | -15,299 | -16.6% | -$55.89万 | 减仓 |
| GOOG | ALPHABET INC | $269.98万 | 1.69% | 7,641 | -75 | -1.0% | -$2.65万 | 减仓 |
| TSLA | TESLA INC | $265.99万 | 1.66% | 6,324 | -85 | -1.3% | -$3.58万 | 减仓 |
| INFQ | INFLEQTION INC | $262.34万 | 1.64% | 196,950 | 196,950 | — | $262.34万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC 看涨期权 | $259.08万 | 1.62% | 60,000 | -50,000 | -45.5% | -$215.90万 | 减仓 |
| QQQ | INVESCO QQQ TR | $190.36万 | 1.19% | 2,585 | -1,990 | -43.5% | -$146.55万 | 减仓 |
| SNDK | SANDISK CORP | $181.90万 | 1.14% | 800 | -120 | -13.0% | -$27.28万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $168.09万 | 1.05% | 1,662 | -41 | -2.4% | -$4.15万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC | $165.43万 | 1.03% | 170,550 | -17,500 | -9.3% | -$16.98万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $165.37万 | 1.03% | 6,989 | -1,863 | -21.0% | -$44.08万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $163.20万 | 1.02% | 117,750 | 16,700 | 16.5% | $23.15万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $154.01万 | 0.96% | 39,218 | -1,589 | -3.9% | -$6.24万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $149.13万 | 0.93% | 5,400 | -500 | -8.5% | -$13.81万 | 减仓 |
| META | META PLATFORMS INC | $143.86万 | 0.90% | 2,554 | -131 | -4.9% | -$7.38万 | 减仓 |
| RKLB | ROCKET LAB CORP | $142.37万 | 0.89% | 14,006 | -2,400 | -14.6% | -$24.40万 | 减仓 |
| GRNY | TIDAL TRUST I | $139.63万 | 0.87% | 50,498 | 27,950 | 124.0% | $77.28万 | 加仓 |
| CPAI | NORTHERN LTS FD TR III | $134.10万 | 0.84% | 25,809 | 25,809 | — | $134.10万 | 新建仓 |
| IREN | IREN LIMITED | $132.27万 | 0.83% | 28,925 | 13,600 | 88.7% | $62.19万 | 加仓 |
| — | TIDAL TRUST II | $128.53万 | 0.80% | 28,667 | 28,667 | — | $128.53万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $128.18万 | 0.80% | 2,684 | 25 | 0.9% | $1.19万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $127.65万 | 0.80% | 12,729 | 4,400 | 52.8% | $44.12万 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $124.06万 | 0.77% | 44,435 | 31,510 | 243.8% | $87.98万 | 加仓 |
| IVV | ISHARES TR | $121.20万 | 0.76% | 1,618 | -415 | -20.4% | -$31.09万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $119.26万 | 0.74% | 6,592 | 975 | 17.4% | $17.64万 | 加仓 |
| ABBV | ABBVIE INC | $115.98万 | 0.72% | 4,609 | 487 | 11.8% | $12.25万 | 加仓 |
| LLY | ELI LILLY & CO | $115.75万 | 0.72% | 965 | 438 | 83.1% | $52.54万 | 加仓 |
| URI | UNITED RENTALS INC | $111.82万 | 0.70% | 987 | 339 | 52.3% | $38.40万 | 加仓 |
| IONQ | IONQ INC | $107.77万 | 0.67% | 20,235 | 10,250 | 102.7% | $54.59万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $101.58万 | 0.63% | 1,812 | 1,248 | 221.3% | $69.96万 | 重新持有 |
| TQQQ | PROSHARES TR | $97.20万 | 0.61% | 12,000 | 1,250 | 11.6% | $10.12万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $96.24万 | 0.60% | 8,249 | -25 | -0.3% | -$2,917 | 减仓 |
| OKLO | OKLO INC | $95.11万 | 0.59% | 18,175 | 3,900 | 27.3% | $20.41万 | 加仓 |
| RDDT | REDDIT INC | $93.73万 | 0.59% | 5,400 | -250 | -4.4% | -$4.34万 | 减仓 |
| MP | MP MATERIALS CORP | $87.29万 | 0.54% | 15,585 | -765 | -4.7% | -$4.28万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $86.75万 | 0.54% | 4,547 | -25 | -0.5% | -$4,770 | 减仓 |
| AGQ | PROSHARES TR II | $86.44万 | 0.54% | 12,710 | 1,285 | 11.2% | $8.74万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $83.97万 | 0.52% | 898 | -20 | -2.2% | -$1.87万 | 减仓 |
| ONDS | ONDAS INC | $82.28万 | 0.51% | 99,850 | 500 | 0.5% | $4,120 | 加仓 |
| VST | VISTRA CORP | $80.51万 | 0.50% | 5,075 | 1,388 | 37.6% | $22.02万 | 加仓 |
| SHOP | SHOPIFY INC | $78.85万 | 0.49% | 6,906 | 688 | 11.1% | $7.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $77.25万 | 0.48% | 2,360 | -61 | -2.5% | -$2.00万 | 减仓 |
| — | EXXON MOBIL CORP | $75.80万 | 0.47% | 5,544 | -514 | -8.5% | -$7.03万 | 减仓 |
| TECK | TECK RESOURCES LTD | $70.31万 | 0.44% | 11,825 | 11,825 | — | $70.31万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $70.11万 | 0.44% | 1,625 | 225 | 16.1% | $9.71万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $69.85万 | 0.44% | 16,088 | 16,088 | — | $69.85万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $68.49万 | 0.43% | 13,251 | -23,928 | -64.4% | -$123.68万 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $67.65万 | 0.42% | 152,700 | -4,000 | -2.6% | -$1.77万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $65.61万 | 0.41% | 22,294 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $64.25万 | 0.40% | 2,375 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $63.68万 | 0.40% | 542 | 40 | 8.0% | $4.70万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $62.75万 | 0.39% | 24,182 | -1,331 | -5.2% | -$3.45万 | 减仓 |
| — | GLOBAL X FDS | $62.52万 | 0.39% | 11,000 | 11,000 | — | $62.52万 | 新建仓 |
| CIFR | CIPHER DIGITAL INC | $62.41万 | 0.39% | 25,475 | 8,700 | 51.9% | $21.32万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $62.21万 | 0.39% | 833 | -21 | -2.5% | -$1.57万 | 减仓 |
| MCD | MCDONALDS CORP | $61.66万 | 0.38% | 2,281 | -268 | -10.5% | -$7.24万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $60.20万 | 0.38% | 6,410 | -2,479 | -27.9% | -$23.28万 | 减仓 |
| CRWV | COREWEAVE INC | $58.23万 | 0.36% | 5,850 | 300 | 5.4% | $2.99万 | 加仓 |
| MS | MORGAN STANLEY | $58.20万 | 0.36% | 2,784 | -42 | -1.5% | -$8,780 | 减仓 |
| NIO | NIO INC 看涨期权 | $58.19万 | 0.36% | 115,000 | 115,000 | — | $58.19万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $55.51万 | 0.35% | 9,293 | -3,945 | -29.8% | -$23.56万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $55.11万 | 0.34% | 6,516 | -705 | -9.8% | -$5.96万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $53.44万 | 0.33% | 8,498 | 1,300 | 18.1% | $8.18万 | 加仓 |
| XNDU | XANADU QUANTUM TECHNOLO LTD | $51.89万 | 0.32% | 42,850 | 42,850 | — | $51.89万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $51.80万 | 0.32% | 13,090 | 678 | 5.5% | $2.68万 | 加仓 |
| C | CITIGROUP INC | $51.11万 | 0.32% | 3,652 | 100 | 2.8% | $1.40万 | 加仓 |
| INTC | INTEL CORP | $50.94万 | 0.32% | 3,648 | 3,648 | — | $50.94万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $50.35万 | 0.31% | 13,500 | -1,000 | -6.9% | -$3.73万 | 减仓 |
| APP | APPLOVIN CORP | $49.98万 | 0.31% | 970 | 245 | 33.8% | $12.62万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $49.87万 | 0.31% | 15,600 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $49.86万 | 0.31% | 1,474 | 107 | 7.8% | $3.62万 | 加仓 |
| BLZE | BACKBLAZE INC | $47.58万 | 0.30% | 30,000 | 30,000 | — | $47.58万 | 新建仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $46.23万 | 0.29% | 127,000 | 127,000 | — | $46.23万 | 新建仓 |
| GOOGL | ALPHABET INC | $46.16万 | 0.29% | 1,292 | -219 | -14.5% | -$7.82万 | 减仓 |
| ZS | ZSCALER INC | $45.80万 | 0.29% | 3,245 | -1,986 | -38.0% | -$28.03万 | 减仓 |
| TFC | TRUIST FINL CORP | $44.84万 | 0.28% | 9,000 | -2,172 | -19.4% | -$10.82万 | 减仓 |
| WMT | WALMART INC | $44.53万 | 0.28% | 3,932 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $44.51万 | 0.28% | 9,238 | -342 | -3.6% | -$1.65万 | 减仓 |
| — | VOLATILITY SHS TR | $39.94万 | 0.25% | 35,000 | -88,000 | -71.5% | -$100.41万 | 减仓 |
| PL | PLANET LABS PBC | $39.75万 | 0.25% | 11,998 | 1,448 | 13.7% | $4.80万 | 加仓 |
| USAR | USA RARE EARTH INC | $39.60万 | 0.25% | 18,350 | 18,350 | — | $39.60万 | 新建仓 |
| MRK | MERCK & CO INC | $38.38万 | 0.24% | 2,987 | 2,987 | — | $38.38万 | 新建仓 |
| LWLG | LIGHTWAVE LOGIC INC | $37.84万 | 0.24% | 40,000 | -13,000 | -24.5% | -$12.30万 | 减仓 |
| ALAB | ASTERA LABS INC | $36.23万 | 0.23% | 750 | 750 | — | $36.23万 | 新建仓 |
| RBRK | RUBRIK INC. | $35.32万 | 0.22% | 4,400 | 4,400 | — | $35.32万 | 新建仓 |
| GME | GAMESTOP CORP | $35.14万 | 0.22% | 15,913 | -18,900 | -54.3% | -$41.73万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $34.83万 | 0.22% | 27,295 | -5,330 | -16.3% | -$6.80万 | 减仓 |
| SLV | ISHARES SILVER TR | $34.76万 | 0.22% | 6,500 | 1,009 | 18.4% | $5.40万 | 重新持有 |
| PWR | QUANTA SVCS INC | $34.13万 | 0.21% | 474 | -50 | -9.5% | -$3.60万 | 减仓 |
| SGRY | SURGERY PARTNERS INC 看涨期权 | $33.60万 | 0.21% | 20,000 | 20,000 | — | $33.60万 | 新建仓 |