one8zero8, LLC
GREENSBORO NC · SEC CIK 0002053138
$5.05亿2026Q2 申报市值
266持仓数
36.4%前十大占比 · 第一大 6.8%
19 / 16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
ONDS 新建仓+$425.27万
JMIA 加仓+$307.59万
IOT 加仓+$232.85万
STNE 加仓+$164.39万
USAR 加仓+$130.45万
2026Q2 卖出最多 按季末市值估算
LULU 清仓-$222.30万
FTNT 减仓-$204.70万
S 清仓-$120.27万
SAIL 减仓-$117.85万
MIAX 减仓-$115.57万
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 |
|---|---|---|---|---|---|---|---|---|
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -14,520 | -100.0% | -$222.30万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -93,375 | -100.0% | -$120.27万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -11,250 | -100.0% | -$114.95万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -8,835 | -100.0% | -$70.79万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,750 | -100.0% | -$39.56万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -325 | -100.0% | -$25.68万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,700 | -100.0% | -$25.11万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -2,700 | -100.0% | -$24.41万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,739 | -100.0% | -$23.73万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$23.64万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -7,900 | -100.0% | -$23.49万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,100 | -100.0% | -$20.04万 | 清仓 |
| NWL | NEWELL BRANDS INC 看涨期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$10.29万 | 清仓 |
| LFCR | LIFECORE BIOMEDICAL INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$3.72万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -222 | -100.0% | -$3.59万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -484 | -100.0% | -$2.22万 | 清仓 |
| — | OCCIDENTAL PETE CORP | $1,651 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES TR | $2,898 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $2,926 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $2,949 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $3,198 | 0.00% | 37 | 37 | — | $3,198 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $3,518 | 0.00% | 30 | 30 | — | $3,518 | 新建仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $5,856 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES TR | $7,402 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $8,002 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $8,141 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $1.07万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $1.22万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS ETF TR | $1.33万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $1.41万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $1.49万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1.57万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $1.77万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $1.86万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $1.98万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $2.27万 | 0.00% | 212 | 87 | 69.6% | $9,320 | 加仓 |
| IWD | ISHARES TR | $2.42万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AIA | ISHARES TR | $2.75万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $3.73万 | 0.01% | 300 | -100 | -25.0% | -$1.24万 | 减仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $3.75万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $3.97万 | 0.01% | 175 | 175 | — | $3.97万 | 新建仓 |
| TV | GRUPO TELEVISA S A B | $4.07万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $5.39万 | 0.01% | 340 | 63 | 22.7% | $9,996 | 加仓 |
| IMCB | ISHARES TR | $5.79万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $6.03万 | 0.01% | 700 | -50 | -6.7% | -$4,307 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $6.41万 | 0.01% | 17,000 | 17,000 | — | $6.41万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $6.45万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $6.88万 | 0.01% | 200 | -100 | -33.3% | -$3.44万 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $7.02万 | 0.01% | 12,950 | 12,950 | — | $7.02万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $8.72万 | 0.02% | 400 | -104 | -20.6% | -$2.27万 | 减仓 |
| IWM | ISHARES TR | $11.27万 | 0.02% | 375 | -15 | -3.8% | -$4,507 | 减仓 |
| IWV | ISHARES TR | $12.37万 | 0.02% | 290 | 0 | 0.0% | — | 不变 |
| PMT | PENNYMAC MTG INVT TR | $12.46万 | 0.02% | 11,050 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $12.58万 | 0.02% | 13,400 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $14.67万 | 0.03% | 30,000 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $14.81万 | 0.03% | 829 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $14.97万 | 0.03% | 11,000 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $15.16万 | 0.03% | 500 | -140 | -21.9% | -$4.24万 | 减仓 |
| IEO | ISHARES TR | $15.38万 | 0.03% | 1,400 | -27 | -1.9% | -$2,965 | 减仓 |
| KD | KYNDRYL HLDGS INC | $16.83万 | 0.03% | 14,882 | -1,000 | -6.3% | -$1.13万 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $16.87万 | 0.03% | 12,550 | -800 | -6.0% | -$1.08万 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $17.19万 | 0.03% | 30,000 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $17.31万 | 0.03% | 3,259 | -125 | -3.7% | -$6,639 | 减仓 |
| — | ABERDEEN INDIA FD INC | $17.63万 | 0.03% | 15,003 | 488 | 3.4% | $5,734 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $18.64万 | 0.04% | 11,000 | 0 | 0.0% | — | 不变 |
| OSPN | ONESPAN INC | $18.66万 | 0.04% | 13,000 | -4,600 | -26.1% | -$6.60万 | 减仓 |
| AGNC | AGNC INVT CORP | $19.18万 | 0.04% | 17,600 | 300 | 1.7% | $3,270 | 加仓 |
| IJH | ISHARES TR | $19.28万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE MUN INCOME TR | $20.27万 | 0.04% | 18,000 | 0 | 0.0% | — | 不变 |
| GQGU | ADVISORS INNER CIRCLE FD III | $20.32万 | 0.04% | 8,000 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $20.46万 | 0.04% | 1,050 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $20.60万 | 0.04% | 762 | 0 | 0.0% | — | 不变 |
| CDC | VICTORY PORTFOLIOS II | $20.82万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $20.94万 | 0.04% | 4,500 | 4,500 | — | $20.94万 | 新建仓 |
| — | DIGITALBRIDGE GROUP INC | $20.99万 | 0.04% | 13,300 | -5,000 | -27.3% | -$7.89万 | 减仓 |
| VTS | VITESSE ENERGY INC | $21.05万 | 0.04% | 13,350 | -4,000 | -23.1% | -$6.31万 | 减仓 |
| NOW | SERVICENOW INC | $21.10万 | 0.04% | 2,125 | 400 | 23.2% | $3.97万 | 重新持有 |
| WM | WASTE MGMT INC DEL | $21.42万 | 0.04% | 961 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $21.54万 | 0.04% | 1,775 | 1,775 | — | $21.54万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $21.58万 | 0.04% | 289 | -30 | -9.4% | -$2.24万 | 减仓 |
| GEV | GE VERNOVA INC | $21.62万 | 0.04% | 184 | 184 | — | $21.62万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $21.62万 | 0.04% | 1,675 | 1,675 | — | $21.62万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $22.00万 | 0.04% | 2,400 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $22.04万 | 0.04% | 1,790 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $22.25万 | 0.04% | 1,392 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS REIT & PFD & | $22.33万 | 0.04% | 11,000 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $23.12万 | 0.05% | 1,700 | 1,700 | — | $23.12万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $23.49万 | 0.05% | 38,250 | 1,050 | 2.8% | $6,447 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $23.62万 | 0.05% | 6,200 | 6,200 | — | $23.62万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $23.62万 | 0.05% | 793 | 793 | — | $23.62万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $23.90万 | 0.05% | 2,900 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $23.97万 | 0.05% | 75 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $24.04万 | 0.05% | 1,150 | -100 | -8.0% | -$2.09万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $24.34万 | 0.05% | 2,200 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $24.46万 | 0.05% | 7,795 | 35 | 0.5% | $1,098 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $25.16万 | 0.05% | 3,100 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $25.22万 | 0.05% | 2,500 | 2,500 | — | $25.22万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $25.31万 | 0.05% | 684 | 214 | 45.5% | $7.92万 | 加仓 |
| BRIE | MFS ACTIVE EXCHANGE TRADED F | $25.47万 | 0.05% | 8,400 | 8,400 | — | $25.47万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $25.59万 | 0.05% | 1,425 | 0 | 0.0% | — | 不变 |