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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $3,350.40万 | 10.03% | 269,824 | -2,504 | -0.9% | -$31.09万 | 减仓 |
| IVW | ISHARES TR | $3,079.12万 | 9.22% | 223,887 | 1,051 | 0.5% | $14.45万 | 加仓 |
| IVV | ISHARES TR | $2,683.09万 | 8.03% | 35,828 | 173 | 0.5% | $12.96万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,310.30万 | 6.92% | 456,852 | 5,131 | 1.1% | $25.95万 | 加仓 |
| 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 |
| IVE | ISHARES TR | $1,837.07万 | 5.50% | 80,907 | 1,572 | 2.0% | $35.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,323.62万 | 3.96% | 19,272 | -612 | -3.1% | -$42.03万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $962.91万 | 2.88% | 320,863 | 7,625 | 2.4% | $22.88万 | 加仓 |
| AAPL | APPLE INC | $904.17万 | 2.71% | 31,247 | 9,676 | 44.9% | $279.99万 | 加仓 |
| IEFA | ISHARES TR | $778.15万 | 2.33% | 80,570 | 594 | 0.7% | $5.74万 | 加仓 |
| AVGO | BROADCOM INC | $775.84万 | 2.32% | 20,538 | 1,223 | 6.3% | $46.20万 | 加仓 |
| SLQD | ISHARES TR | $723.77万 | 2.17% | 143,690 | -5,759 | -3.9% | -$29.01万 | 减仓 |
| STOT | SSGA ACTIVE TR | $701.81万 | 2.10% | 149,132 | 2,310 | 1.6% | $10.87万 | 加仓 |
| GPN | GLOBAL PMTS INC | $663.14万 | 1.99% | 91,392 | 579 | 0.6% | $4.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $660.22万 | 1.98% | 32,996 | 15,001 | 83.4% | $300.16万 | 加仓 |
| IWP | ISHARES TR | $538.75万 | 1.61% | 36,798 | -265 | -0.7% | -$3.88万 | 减仓 |
| AMZN | AMAZON COM INC | $505.97万 | 1.51% | 21,229 | 9,425 | 79.8% | $224.64万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $505.48万 | 1.51% | 151,071 | 6,962 | 4.8% | $23.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $466.84万 | 1.40% | 12,515 | 4,397 | 54.2% | $164.02万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $452.26万 | 1.35% | 4,472 | 1,046 | 30.5% | $105.78万 | 加仓 |
| GOOGL | ALPHABET INC | $366.10万 | 1.10% | 10,244 | 5,454 | 113.9% | $194.92万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $340.59万 | 1.02% | 34,005 | 20,152 | 145.5% | $201.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $265.07万 | 0.79% | 8,098 | 493 | 6.5% | $16.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $254.46万 | 0.76% | 3,456 | 74 | 2.2% | $5.45万 | 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 |
| BAC | BANK OF AMER CORP | $243.19万 | 0.73% | 134,048 | 2,450 | 1.9% | $4.44万 | 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 |
| META | META PLATFORMS INC | $238.16万 | 0.71% | 4,228 | 1,826 | 76.0% | $102.86万 | 加仓 |
| TSLA | TESLA INC | $234.15万 | 0.70% | 5,567 | 3,502 | 169.6% | $147.29万 | 加仓 |
| BX | BLACKSTONE INC | $226.86万 | 0.68% | 19,279 | 3,823 | 24.7% | $44.99万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $223.29万 | 0.67% | 25,922 | 248 | 1.0% | $2.14万 | 加仓 |
| V | VISA INC | $222.65万 | 0.67% | 6,489 | 915 | 16.4% | $31.39万 | 加仓 |
| AFL | AFLAC INC | $187.64万 | 0.56% | 16,003 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $155.42万 | 0.47% | 7,435 | 2,821 | 61.1% | $58.97万 | 加仓 |
| QUAL | ISHARES TR | $151.03万 | 0.45% | 6,883 | 200 | 3.0% | $4.39万 | 加仓 |
| HD | HOME DEPOT INC | $148.39万 | 0.44% | 4,207 | 927 | 28.3% | $32.70万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $128.74万 | 0.39% | 24,668 | 36 | 0.1% | $1,879 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $123.76万 | 0.37% | 1,323 | 767 | 137.9% | $71.75万 | 加仓 |
| ORCL | ORACLE CORP | $121.12万 | 0.36% | 8,265 | 8,265 | — | $121.12万 | 新建仓 |
| IJH | ISHARES TR | $103.74万 | 0.31% | 13,454 | 236 | 1.8% | $1.82万 | 加仓 |
| USIG | ISHARES TR | $103.56万 | 0.31% | 20,191 | -588 | -2.8% | -$3.02万 | 减仓 |
| IGSB | ISHARES TR | $97.71万 | 0.29% | 18,643 | -237 | -1.3% | -$1.24万 | 减仓 |
| WELL | WELLTOWER INC | $95.26万 | 0.29% | 4,197 | 248 | 6.3% | $5.63万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $94.25万 | 0.28% | 1,835 | 374 | 25.6% | $19.21万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $91.22万 | 0.27% | 11,708 | -213 | -1.8% | -$1.66万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $90.27万 | 0.27% | 2,696 | 1,823 | 208.8% | $61.04万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $84.86万 | 0.25% | 6,717 | 5,078 | 309.8% | $64.16万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $83.22万 | 0.25% | 3,517 | 39 | 1.1% | $9,228 | 加仓 |
| AMT | AMERICAN TOWER CORP | $81.44万 | 0.24% | 4,979 | 643 | 14.8% | $10.52万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $79.69万 | 0.24% | 6,830 | 1,337 | 24.3% | $15.60万 | 加仓 |
| RKT | ROCKET COS INC | $72.77万 | 0.22% | 46,200 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $70.41万 | 0.21% | 3,322 | 3,322 | — | $70.41万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $67.53万 | 0.20% | 5,096 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $66.00万 | 0.20% | 6,051 | 350 | 6.1% | $3.82万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $64.83万 | 0.19% | 14,121 | 849 | 6.4% | $3.90万 | 加仓 |
| LLY | ELI LILLY & CO | $64.29万 | 0.19% | 536 | 536 | — | $64.29万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $63.99万 | 0.19% | 15,113 | 15,113 | — | $63.99万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $63.95万 | 0.19% | 4,226 | 1,081 | 34.4% | $16.36万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $63.80万 | 0.19% | 836 | 836 | — | $63.80万 | 新建仓 |
| GLD | SPDR GOLD TR | $62.62万 | 0.19% | 1,700 | 1,700 | — | $62.62万 | 新建仓 |
| IWM | ISHARES TR | $62.52万 | 0.19% | 2,081 | 32 | 1.6% | $9,614 | 加仓 |
| WMT | WALMART INC | $62.42万 | 0.19% | 5,511 | 5,511 | — | $62.42万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $61.52万 | 0.18% | 533 | 533 | — | $61.52万 | 新建仓 |
| NOW | SERVICENOW INC | $61.09万 | 0.18% | 6,153 | 6,153 | — | $61.09万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $60.65万 | 0.18% | 1,044 | 1,044 | — | $60.65万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $59.79万 | 0.18% | 6,994 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $58.61万 | 0.18% | 7,864 | 2,975 | 60.9% | $22.17万 | 加仓 |
| MRK | MERCK & CO INC | $56.86万 | 0.17% | 4,425 | 4,425 | — | $56.86万 | 新建仓 |
| — | EXXON MOBIL CORP | $55.69万 | 0.17% | 4,073 | 2,850 | 233.0% | $38.97万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $54.95万 | 0.16% | 4,967 | 4,967 | — | $54.95万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $54.65万 | 0.16% | 5,963 | 2,873 | 93.0% | $26.33万 | 加仓 |
| SHYG | ISHARES TR | $54.47万 | 0.16% | 12,844 | 210 | 1.7% | $8,906 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $52.94万 | 0.16% | 2,639 | 1,339 | 103.0% | $26.86万 | 加仓 |
| EOG | EOG RES INC | $52.42万 | 0.16% | 4,041 | 4,041 | — | $52.42万 | 新建仓 |
| XYL | XYLEM INC | $50.39万 | 0.15% | 4,263 | 0 | 0.0% | — | 不变 |
| RRR | RED ROCK RESORTS INC | $47.25万 | 0.14% | 7,262 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $46.99万 | 0.14% | 650 | 650 | — | $46.99万 | 新建仓 |
| ITT | ITT INC | $43.90万 | 0.13% | 2,220 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $42.35万 | 0.13% | 7,558 | 7,558 | — | $42.35万 | 新建仓 |
| WCC | WESCO INTL INC | $41.18万 | 0.12% | 1,192 | 21 | 1.8% | $7,254 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $41.05万 | 0.12% | 1,616 | 1,616 | — | $41.05万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $40.45万 | 0.12% | 1,392 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $39.25万 | 0.12% | 1,753 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $37.59万 | 0.11% | 2,200 | 2,200 | — | $37.59万 | 新建仓 |
| EVRG | EVERGY INC | $37.58万 | 0.11% | 4,348 | 4,348 | — | $37.58万 | 新建仓 |
| OGE | OGE ENERGY CORP | $37.06万 | 0.11% | 7,616 | 7,616 | — | $37.06万 | 新建仓 |
| INTC | INTEL CORP | $36.02万 | 0.11% | 2,580 | 2,580 | — | $36.02万 | 新建仓 |
| AEE | AMEREN CORP | $35.14万 | 0.11% | 3,109 | 3,109 | — | $35.14万 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $34.90万 | 0.10% | 3,053 | 3,053 | — | $34.90万 | 新建仓 |
| COHR | COHERENT CORP | $33.49万 | 0.10% | 849 | 849 | — | $33.49万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $33.26万 | 0.10% | 8,427 | 1,015 | 13.7% | $4.01万 | 加仓 |
| KIM | KIMCO REALTY CORP | $30.93万 | 0.09% | 12,200 | 12,200 | — | $30.93万 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $30.61万 | 0.09% | 10,855 | 10,855 | — | $30.61万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $29.99万 | 0.09% | 692 | 692 | — | $29.99万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $28.79万 | 0.09% | 3,275 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $28.65万 | 0.09% | 1,204 | 1,204 | — | $28.65万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $28.56万 | 0.09% | 5,497 | 5,497 | — | $28.56万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $27.86万 | 0.08% | 1,585 | 1,585 | — | $27.86万 | 新建仓 |
| EXC | EXELON CORP | $27.58万 | 0.08% | 5,916 | 5,916 | — | $27.58万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $25.77万 | 0.08% | 762 | 762 | — | $25.77万 | 新建仓 |