Redwood Park Advisors LLC
Redwood City CA · SEC CIK 0002056274
$1.52亿2026Q2 申报市值
352持仓数
77.5%前十大占比 · 第一大 31.8%
32 / 10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
DFLV 加仓+$60.69万
GUNR 加仓+$22.05万
GLD 加仓+$20.22万
GBIL 加仓+$12.44万
GOOG 加仓+$10.60万
2026Q2 卖出最多 按季末市值估算
META 减仓-$52.61万
EEM 减仓-$23.47万
MSFT 减仓-$10.21万
USMV 减仓-$9.40万
BIL 减仓-$9.07万
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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $818 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $834 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $874 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $877 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $888 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | ACRIVON THERAPEUTICS INC | $890 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $893 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $945 | 0.00% | 125 | 125 | — | $945 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,012 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,029 | 0.00% | 16 | -2 | -11.1% | -$129 | 减仓 |
| APP | APPLOVIN CORP | $1,031 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $1,056 | 0.00% | 30 | 30 | — | $1,056 | 新建仓 |
| TJX | TJX COS INC NEW | $1,061 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $1,063 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $1,086 | 0.00% | 60 | 60 | — | $1,086 | 新建仓 |
| BA | BOEING CO | $1,299 | 0.00% | 6 | -1 | -14.3% | -$216 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $1,450 | 0.00% | 52 | 52 | — | $1,450 | 新建仓 |
| PCG | PG&E CORP | $1,525 | 0.00% | 91 | 1 | 1.1% | $17 | 加仓 |
| VTRS | VIATRIS INC | $1,706 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $1,909 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $2,476 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| CSIQ | CANADIAN SOLAR INC | $2,564 | 0.00% | 160 | 160 | — | $2,564 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,567 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL & GAS INC | $2,723 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NAVN | NAVAN INC | $2,745 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | INVESTMENT MANAGERS SER TR I | $2,857 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $2,901 | 0.00% | 40 | 40 | — | $2,901 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2,997 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $3,018 | 0.00% | 10 | 8 | 400.0% | $2,414 | 重新持有 |
| TTD | THE TRADE DESK INC | $3,074 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $3,188 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $3,195 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $3,405 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3,418 | 0.00% | 20 | 20 | — | $3,418 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $3,467 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| OPRA | OPERA LTD | $3,491 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $3,539 | 0.00% | 41 | 31 | 310.0% | $2,676 | 重新持有 |
| AMAT | APPLIED MATLS INC | $3,615 | 0.00% | 5 | -15 | -75.0% | -$1.08万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $3,685 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $3,748 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $3,888 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $3,909 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,937 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $4,031 | 0.00% | 80 | 1 | 1.3% | $50 | 加仓 |
| VNOM | VIPER ENERGY INC | $4,240 | 0.00% | 100 | 100 | — | $4,240 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $4,422 | 0.00% | 20 | 20 | — | $4,422 | 新建仓 |
| AVNW | AVIAT NETWORKS INC | $4,485 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $4,600 | 0.00% | 21 | -29 | -58.0% | -$6,352 | 减仓 |
| XOP | SPDR SERIES TRUST | $4,651 | 0.00% | 30 | 30 | — | $4,651 | 新建仓 |
| NKE | NIKE INC | $4,721 | 0.00% | 115 | 1 | 0.9% | $41 | 加仓 |
| NOW | SERVICENOW INC | $4,865 | 0.00% | 49 | 19 | 63.3% | $1,886 | 加仓 |
| ADI | ANALOG DEVICES INC | $5,236 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $5,332 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| OABI | OMNIAB INC | $5,373 | 0.00% | 2,184 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $5,444 | 0.00% | 400 | 400 | — | $5,444 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $5,458 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $5,539 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $5,884 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $5,973 | 0.00% | 140 | 140 | — | $5,973 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $6,023 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $6,044 | 0.00% | 220 | 220 | — | $6,044 | 新建仓 |
| AG | FIRST MAJESTIC SILVER CORP | $6,377 | 0.00% | 376 | 376 | — | $6,377 | 新建仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $6,597 | 0.00% | 430 | 430 | — | $6,597 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $6,914 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $6,926 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $7,174 | 0.00% | 45 | -238 | -84.1% | -$3.79万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $7,177 | 0.00% | 66 | 41 | 164.0% | $4,458 | 加仓 |
| KWEB | KRANESHARES TRUST | $7,398 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $7,558 | 0.00% | 67 | 1 | 1.5% | $113 | 加仓 |
| MA | MASTERCARD INCORPORATED | $7,739 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $7,932 | 0.01% | 21 | 1 | 5.0% | $378 | 加仓 |
| — | INVESTMENT MANAGERS SER TR I | $8,019 | 0.01% | 482 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $8,160 | 0.01% | 237 | 3 | 1.3% | $103 | 加仓 |
| LLY | ELI LILLY & CO | $8,397 | 0.01% | 7 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $8,455 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $8,611 | 0.01% | 99 | 1 | 1.0% | $87 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $8,720 | 0.01% | 90 | 90 | — | $8,720 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $8,738 | 0.01% | 156 | 1 | 0.6% | $56 | 加仓 |
| QUAL | ISHARES TR | $8,778 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO | $9,392 | 0.01% | 114 | 1 | 0.9% | $82 | 加仓 |
| XBI | SPDR SERIES TRUST | $9,495 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $9,730 | 0.01% | 367 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $1.09万 | 0.01% | 190 | 1 | 0.5% | $58 | 加仓 |
| XJH | ISHARES TR | $1.11万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $1.12万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $1.15万 | 0.01% | 72 | 1 | 1.4% | $159 | 加仓 |
| SYY | SYSCO CORP | $1.15万 | 0.01% | 138 | 1 | 0.7% | $83 | 加仓 |
| TM | TOYOTA MOTOR CORP | $1.18万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $1.21万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $1.22万 | 0.01% | 41 | 1 | 2.5% | $298 | 加仓 |
| PAYX | PAYCHEX INC | $1.34万 | 0.01% | 136 | 1 | 0.7% | $99 | 加仓 |
| IWP | ISHARES TR | $1.41万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $1.42万 | 0.01% | 1,153 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1.44万 | 0.01% | 119 | 1 | 0.8% | $121 | 加仓 |
| FE | FIRSTENERGY CORP | $1.44万 | 0.01% | 303 | 3 | 1.0% | $143 | 加仓 |
| GDXJ | VANECK ETF TRUST | $1.47万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $1.47万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC | $1.51万 | 0.01% | 372 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $1.57万 | 0.01% | 165 | 1 | 0.6% | $95 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1.60万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |