Saiph Capital, LLC
WYCKOFF NJ · SEC CIK 0002052658
$3.34亿2026Q2 申报市值
131持仓数
57.5%前十大占比 · 第一大 10.0%
58 / 4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
NVDA 加仓+$300.16万
AAPL 加仓+$279.99万
AMZN 加仓+$224.64万
GBIL 加仓+$201.84万
GOOGL 加仓+$194.92万
2026Q2 卖出最多 按季末市值估算
XLV 清仓-$88.50万
ISRG 清仓-$74.45万
VRSK 清仓-$57.65万
BRX 重新持有-$49.72万
VOO 减仓-$42.03万
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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $151.03万 | 0.45% | 6,883 | 200 | 3.0% | $4.39万 | 加仓 |
| MS | MORGAN STANLEY | $155.42万 | 0.47% | 7,435 | 2,821 | 61.1% | $58.97万 | 加仓 |
| AFL | AFLAC INC | $187.64万 | 0.56% | 16,003 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $222.65万 | 0.67% | 6,489 | 915 | 16.4% | $31.39万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $223.29万 | 0.67% | 25,922 | 248 | 1.0% | $2.14万 | 加仓 |
| BX | BLACKSTONE INC | $226.86万 | 0.68% | 19,279 | 3,823 | 24.7% | $44.99万 | 加仓 |
| TSLA | TESLA INC | $234.15万 | 0.70% | 5,567 | 3,502 | 169.6% | $147.29万 | 加仓 |
| META | META PLATFORMS INC | $238.16万 | 0.71% | 4,228 | 1,826 | 76.0% | $102.86万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $241.43万 | 0.72% | 92,219 | 4,513 | 5.1% | $11.82万 | 加仓 |
| BAC | BANK OF AMER CORP | $243.19万 | 0.73% | 134,048 | 2,450 | 1.9% | $4.44万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $247.91万 | 0.74% | 90,708 | 8,041 | 9.7% | $21.98万 | 加仓 |
| QQQ | INVESCO QQQ TR | $254.46万 | 0.76% | 3,456 | 74 | 2.2% | $5.45万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $265.07万 | 0.79% | 8,098 | 493 | 6.5% | $16.14万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $340.59万 | 1.02% | 34,005 | 20,152 | 145.5% | $201.84万 | 加仓 |
| GOOGL | ALPHABET INC | $366.10万 | 1.10% | 10,244 | 5,454 | 113.9% | $194.92万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $452.26万 | 1.35% | 4,472 | 1,046 | 30.5% | $105.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $466.84万 | 1.40% | 12,515 | 4,397 | 54.2% | $164.02万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $505.48万 | 1.51% | 151,071 | 6,962 | 4.8% | $23.29万 | 加仓 |
| AMZN | AMAZON COM INC | $505.97万 | 1.51% | 21,229 | 9,425 | 79.8% | $224.64万 | 加仓 |
| IWP | ISHARES TR | $538.75万 | 1.61% | 36,798 | -265 | -0.7% | -$3.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $660.22万 | 1.98% | 32,996 | 15,001 | 83.4% | $300.16万 | 加仓 |
| GPN | GLOBAL PMTS INC | $663.14万 | 1.99% | 91,392 | 579 | 0.6% | $4.20万 | 加仓 |
| STOT | SSGA ACTIVE TR | $701.81万 | 2.10% | 149,132 | 2,310 | 1.6% | $10.87万 | 加仓 |
| SLQD | ISHARES TR | $723.77万 | 2.17% | 143,690 | -5,759 | -3.9% | -$29.01万 | 减仓 |
| AVGO | BROADCOM INC | $775.84万 | 2.32% | 20,538 | 1,223 | 6.3% | $46.20万 | 加仓 |
| IEFA | ISHARES TR | $778.15万 | 2.33% | 80,570 | 594 | 0.7% | $5.74万 | 加仓 |
| AAPL | APPLE INC | $904.17万 | 2.71% | 31,247 | 9,676 | 44.9% | $279.99万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $962.91万 | 2.88% | 320,863 | 7,625 | 2.4% | $22.88万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,323.62万 | 3.96% | 19,272 | -612 | -3.1% | -$42.03万 | 减仓 |
| IVE | ISHARES TR | $1,837.07万 | 5.50% | 80,907 | 1,572 | 2.0% | $35.69万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,984.68万 | 5.94% | 26,577 | -370 | -1.4% | -$27.63万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,310.30万 | 6.92% | 456,852 | 5,131 | 1.1% | $25.95万 | 加仓 |
| IVV | ISHARES TR | $2,683.09万 | 8.03% | 35,828 | 173 | 0.5% | $12.96万 | 加仓 |
| IVW | ISHARES TR | $3,079.12万 | 9.22% | 223,887 | 1,051 | 0.5% | $14.45万 | 加仓 |
| IWF | ISHARES TR | $3,350.40万 | 10.03% | 269,824 | -2,504 | -0.9% | -$31.09万 | 减仓 |