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 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,037 | -100.0% | -$88.50万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -1,615 | -100.0% | -$74.45万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -3,038 | -100.0% | -$57.65万 | 清仓 |
| PAAA | PGIM ETF TR | $0 | 0.00% | 0 | -4,505 | -100.0% | -$23.06万 | 清仓 |
| DXC | DXC TECHNOLOGY CO | $10.07万 | 0.03% | 11,384 | 11,384 | — | $10.07万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $14.14万 | 0.04% | 15,063 | 15,063 | — | $14.14万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $17.31万 | 0.05% | 10,369 | 10,369 | — | $17.31万 | 新建仓 |
| KBH | KB HOME | $20.20万 | 0.06% | 3,227 | 3,227 | — | $20.20万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $20.24万 | 0.06% | 653 | 653 | — | $20.24万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $20.27万 | 0.06% | 1,064 | 1,064 | — | $20.27万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $20.40万 | 0.06% | 4,000 | -500 | -11.1% | -$2.55万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $20.56万 | 0.06% | 603 | 603 | — | $20.56万 | 新建仓 |
| CI | THE CIGNA GROUP | $21.12万 | 0.06% | 766 | 766 | — | $21.12万 | 新建仓 |
| PHM | PULTE GROUP INC | $21.16万 | 0.06% | 1,542 | 1,542 | — | $21.16万 | 新建仓 |
| RTX | RTX CORPORATION | $21.23万 | 0.06% | 1,119 | 1,119 | — | $21.23万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.50万 | 0.06% | 556 | 556 | — | $21.50万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.81万 | 0.07% | 2,687 | 2,687 | — | $21.81万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $22.20万 | 0.07% | 600 | -860 | -58.9% | -$31.82万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $22.31万 | 0.07% | 1,962 | 1,962 | — | $22.31万 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC | $22.37万 | 0.07% | 7,094 | -15,770 | -69.0% | -$49.72万 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $22.38万 | 0.07% | 2,441 | 2,441 | — | $22.38万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $22.47万 | 0.07% | 2,227 | 2,227 | — | $22.47万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $22.54万 | 0.07% | 9,544 | 9,544 | — | $22.54万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.90万 | 0.07% | 551 | 551 | — | $22.90万 | 新建仓 |
| CSCO | CISCO SYS INC | $22.95万 | 0.07% | 1,954 | 1,954 | — | $22.95万 | 新建仓 |
| GEF | GREIF INC | $23.00万 | 0.07% | 3,087 | 3,087 | — | $23.00万 | 新建仓 |
| IQDG | WISDOMTREE TR | $23.01万 | 0.07% | 5,342 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $23.03万 | 0.07% | 2,432 | 2,432 | — | $23.03万 | 新建仓 |
| PSX | PHILLIPS 66 | $23.31万 | 0.07% | 1,379 | 1,379 | — | $23.31万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $23.61万 | 0.07% | 471 | 471 | — | $23.61万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $23.70万 | 0.07% | 1,732 | 1,732 | — | $23.70万 | 新建仓 |
| KLAC | KLA CORP | $23.84万 | 0.07% | 790 | 790 | — | $23.84万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.03万 | 0.07% | 854 | 854 | — | $24.03万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.40万 | 0.07% | 511 | 511 | — | $24.40万 | 新建仓 |
| FHI | FEDERATED HERMES INC | $25.55万 | 0.08% | 4,627 | 4,627 | — | $25.55万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $25.77万 | 0.08% | 762 | 762 | — | $25.77万 | 新建仓 |
| EXC | EXELON CORP | $27.58万 | 0.08% | 5,916 | 5,916 | — | $27.58万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $27.86万 | 0.08% | 1,585 | 1,585 | — | $27.86万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $28.56万 | 0.09% | 5,497 | 5,497 | — | $28.56万 | 新建仓 |
| ALL | ALLSTATE CORP | $28.65万 | 0.09% | 1,204 | 1,204 | — | $28.65万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $28.79万 | 0.09% | 3,275 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $29.99万 | 0.09% | 692 | 692 | — | $29.99万 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $30.61万 | 0.09% | 10,855 | 10,855 | — | $30.61万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $30.93万 | 0.09% | 12,200 | 12,200 | — | $30.93万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $33.26万 | 0.10% | 8,427 | 1,015 | 13.7% | $4.01万 | 加仓 |
| COHR | COHERENT CORP | $33.49万 | 0.10% | 849 | 849 | — | $33.49万 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $34.90万 | 0.10% | 3,053 | 3,053 | — | $34.90万 | 新建仓 |
| AEE | AMEREN CORP | $35.14万 | 0.11% | 3,109 | 3,109 | — | $35.14万 | 新建仓 |
| INTC | INTEL CORP | $36.02万 | 0.11% | 2,580 | 2,580 | — | $36.02万 | 新建仓 |
| OGE | OGE ENERGY CORP | $37.06万 | 0.11% | 7,616 | 7,616 | — | $37.06万 | 新建仓 |
| EVRG | EVERGY INC | $37.58万 | 0.11% | 4,348 | 4,348 | — | $37.58万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $37.59万 | 0.11% | 2,200 | 2,200 | — | $37.59万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $39.25万 | 0.12% | 1,753 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $40.45万 | 0.12% | 1,392 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $41.05万 | 0.12% | 1,616 | 1,616 | — | $41.05万 | 新建仓 |
| WCC | WESCO INTL INC | $41.18万 | 0.12% | 1,192 | 21 | 1.8% | $7,254 | 加仓 |
| NJR | NEW JERSEY RES CORP | $42.35万 | 0.13% | 7,558 | 7,558 | — | $42.35万 | 新建仓 |
| ITT | ITT INC | $43.90万 | 0.13% | 2,220 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $46.99万 | 0.14% | 650 | 650 | — | $46.99万 | 新建仓 |
| RRR | RED ROCK RESORTS INC | $47.25万 | 0.14% | 7,262 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $50.39万 | 0.15% | 4,263 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $52.42万 | 0.16% | 4,041 | 4,041 | — | $52.42万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $52.94万 | 0.16% | 2,639 | 1,339 | 103.0% | $26.86万 | 加仓 |
| SHYG | ISHARES TR | $54.47万 | 0.16% | 12,844 | 210 | 1.7% | $8,906 | 加仓 |
| BIL | SPDR SERIES TRUST | $54.65万 | 0.16% | 5,963 | 2,873 | 93.0% | $26.33万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $54.95万 | 0.16% | 4,967 | 4,967 | — | $54.95万 | 新建仓 |
| — | EXXON MOBIL CORP | $55.69万 | 0.17% | 4,073 | 2,850 | 233.0% | $38.97万 | 加仓 |
| MRK | MERCK & CO INC | $56.86万 | 0.17% | 4,425 | 4,425 | — | $56.86万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $58.61万 | 0.18% | 7,864 | 2,975 | 60.9% | $22.17万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $59.79万 | 0.18% | 6,994 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $60.65万 | 0.18% | 1,044 | 1,044 | — | $60.65万 | 新建仓 |
| NOW | SERVICENOW INC | $61.09万 | 0.18% | 6,153 | 6,153 | — | $61.09万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $61.52万 | 0.18% | 533 | 533 | — | $61.52万 | 新建仓 |
| WMT | WALMART INC | $62.42万 | 0.19% | 5,511 | 5,511 | — | $62.42万 | 新建仓 |
| IWM | ISHARES TR | $62.52万 | 0.19% | 2,081 | 32 | 1.6% | $9,614 | 加仓 |
| GLD | SPDR GOLD TR | $62.62万 | 0.19% | 1,700 | 1,700 | — | $62.62万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $63.80万 | 0.19% | 836 | 836 | — | $63.80万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $63.95万 | 0.19% | 4,226 | 1,081 | 34.4% | $16.36万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $63.99万 | 0.19% | 15,113 | 15,113 | — | $63.99万 | 新建仓 |
| LLY | ELI LILLY & CO | $64.29万 | 0.19% | 536 | 536 | — | $64.29万 | 新建仓 |
| GIGB | GOLDMAN SACHS ETF TR | $64.83万 | 0.19% | 14,121 | 849 | 6.4% | $3.90万 | 加仓 |
| LQD | ISHARES TR | $66.00万 | 0.20% | 6,051 | 350 | 6.1% | $3.82万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $67.53万 | 0.20% | 5,096 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $70.41万 | 0.21% | 3,322 | 3,322 | — | $70.41万 | 新建仓 |
| RKT | ROCKET COS INC | $72.77万 | 0.22% | 46,200 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $79.69万 | 0.24% | 6,830 | 1,337 | 24.3% | $15.60万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $81.44万 | 0.24% | 4,979 | 643 | 14.8% | $10.52万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $83.22万 | 0.25% | 3,517 | 39 | 1.1% | $9,228 | 加仓 |
| GILD | GILEAD SCIENCES INC | $84.86万 | 0.25% | 6,717 | 5,078 | 309.8% | $64.16万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $90.27万 | 0.27% | 2,696 | 1,823 | 208.8% | $61.04万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $91.22万 | 0.27% | 11,708 | -213 | -1.8% | -$1.66万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $94.25万 | 0.28% | 1,835 | 374 | 25.6% | $19.21万 | 加仓 |
| WELL | WELLTOWER INC | $95.26万 | 0.29% | 4,197 | 248 | 6.3% | $5.63万 | 加仓 |
| IGSB | ISHARES TR | $97.71万 | 0.29% | 18,643 | -237 | -1.3% | -$1.24万 | 减仓 |
| USIG | ISHARES TR | $103.56万 | 0.31% | 20,191 | -588 | -2.8% | -$3.02万 | 减仓 |
| IJH | ISHARES TR | $103.74万 | 0.31% | 13,454 | 236 | 1.8% | $1.82万 | 加仓 |
| ORCL | ORACLE CORP | $121.12万 | 0.36% | 8,265 | 8,265 | — | $121.12万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $123.76万 | 0.37% | 1,323 | 767 | 137.9% | $71.75万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $128.74万 | 0.39% | 24,668 | 36 | 0.1% | $1,879 | 加仓 |
| HD | HOME DEPOT INC | $148.39万 | 0.44% | 4,207 | 927 | 28.3% | $32.70万 | 加仓 |