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 |
|---|---|---|---|---|---|---|---|---|
| FHI | FEDERATED HERMES INC | $25.55万 | 0.08% | 4,627 | 4,627 | — | $25.55万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.40万 | 0.07% | 511 | 511 | — | $24.40万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.03万 | 0.07% | 854 | 854 | — | $24.03万 | 新建仓 |
| KLAC | KLA CORP | $23.84万 | 0.07% | 790 | 790 | — | $23.84万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $23.70万 | 0.07% | 1,732 | 1,732 | — | $23.70万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $23.61万 | 0.07% | 471 | 471 | — | $23.61万 | 新建仓 |
| PSX | PHILLIPS 66 | $23.31万 | 0.07% | 1,379 | 1,379 | — | $23.31万 | 新建仓 |
| INGR | INGREDION INC | $23.03万 | 0.07% | 2,432 | 2,432 | — | $23.03万 | 新建仓 |
| IQDG | WISDOMTREE TR | $23.01万 | 0.07% | 5,342 | 0 | 0.0% | — | 不变 |
| GEF | GREIF INC | $23.00万 | 0.07% | 3,087 | 3,087 | — | $23.00万 | 新建仓 |
| CSCO | CISCO SYS INC | $22.95万 | 0.07% | 1,954 | 1,954 | — | $22.95万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.90万 | 0.07% | 551 | 551 | — | $22.90万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $22.54万 | 0.07% | 9,544 | 9,544 | — | $22.54万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $22.47万 | 0.07% | 2,227 | 2,227 | — | $22.47万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $22.38万 | 0.07% | 2,441 | 2,441 | — | $22.38万 | 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 |
| TROW | PRICE T ROWE GROUP INC | $22.31万 | 0.07% | 1,962 | 1,962 | — | $22.31万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $22.20万 | 0.07% | 600 | -860 | -58.9% | -$31.82万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.81万 | 0.07% | 2,687 | 2,687 | — | $21.81万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.50万 | 0.06% | 556 | 556 | — | $21.50万 | 新建仓 |
| RTX | RTX CORPORATION | $21.23万 | 0.06% | 1,119 | 1,119 | — | $21.23万 | 新建仓 |
| PHM | PULTE GROUP INC | $21.16万 | 0.06% | 1,542 | 1,542 | — | $21.16万 | 新建仓 |
| CI | THE CIGNA GROUP | $21.12万 | 0.06% | 766 | 766 | — | $21.12万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $20.56万 | 0.06% | 603 | 603 | — | $20.56万 | 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 |
| XLK | SELECT SECTOR SPDR TR | $20.27万 | 0.06% | 1,064 | 1,064 | — | $20.27万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $20.24万 | 0.06% | 653 | 653 | — | $20.24万 | 新建仓 |
| KBH | KB HOME | $20.20万 | 0.06% | 3,227 | 3,227 | — | $20.20万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $17.31万 | 0.05% | 10,369 | 10,369 | — | $17.31万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $14.14万 | 0.04% | 15,063 | 15,063 | — | $14.14万 | 新建仓 |
| DXC | DXC TECHNOLOGY CO | $10.07万 | 0.03% | 11,384 | 11,384 | — | $10.07万 | 新建仓 |
| 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 |