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 |
|---|---|---|---|---|---|---|---|---|
| AG | FIRST MAJESTIC SILVER CORP | $6,377 | 0.00% | 376 | 376 | — | $6,377 | 新建仓 |
| DBX | DROPBOX INC | $6,044 | 0.00% | 220 | 220 | — | $6,044 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $6,023 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $5,973 | 0.00% | 140 | 140 | — | $5,973 | 新建仓 |
| BX | BLACKSTONE INC | $5,884 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $5,539 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $5,458 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $5,444 | 0.00% | 400 | 400 | — | $5,444 | 新建仓 |
| OABI | OMNIAB INC | $5,373 | 0.00% | 2,184 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $5,332 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $5,236 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $4,865 | 0.00% | 49 | 19 | 63.3% | $1,886 | 加仓 |
| NKE | NIKE INC | $4,721 | 0.00% | 115 | 1 | 0.9% | $41 | 加仓 |
| XOP | SPDR SERIES TRUST | $4,651 | 0.00% | 30 | 30 | — | $4,651 | 新建仓 |
| HON | HONEYWELL INTL INC | $4,600 | 0.00% | 21 | -29 | -58.0% | -$6,352 | 减仓 |
| AVNW | AVIAT NETWORKS INC | $4,485 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $4,422 | 0.00% | 20 | 20 | — | $4,422 | 新建仓 |
| VNOM | VIPER ENERGY INC | $4,240 | 0.00% | 100 | 100 | — | $4,240 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $4,031 | 0.00% | 80 | 1 | 1.3% | $50 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,937 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $3,909 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $3,888 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $3,748 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $3,685 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $3,615 | 0.00% | 5 | -15 | -75.0% | -$1.08万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $3,539 | 0.00% | 41 | 31 | 310.0% | $2,676 | 重新持有 |
| OPRA | OPERA LTD | $3,491 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $3,467 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3,418 | 0.00% | 20 | 20 | — | $3,418 | 新建仓 |
| WELL | WELLTOWER INC | $3,405 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $3,195 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $3,188 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $3,074 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $3,018 | 0.00% | 10 | 8 | 400.0% | $2,414 | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2,997 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $2,901 | 0.00% | 40 | 40 | — | $2,901 | 新建仓 |
| — | INVESTMENT MANAGERS SER TR I | $2,857 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| NAVN | NAVAN INC | $2,745 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL & GAS INC | $2,723 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,567 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CSIQ | CANADIAN SOLAR INC | $2,564 | 0.00% | 160 | 160 | — | $2,564 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,476 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $1,909 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $1,706 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $1,525 | 0.00% | 91 | 1 | 1.1% | $17 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,450 | 0.00% | 52 | 52 | — | $1,450 | 新建仓 |
| BA | BOEING CO | $1,299 | 0.00% | 6 | -1 | -14.3% | -$216 | 重新持有 |
| FIG | FIGMA INC | $1,086 | 0.00% | 60 | 60 | — | $1,086 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $1,063 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1,061 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $1,056 | 0.00% | 30 | 30 | — | $1,056 | 新建仓 |
| APP | APPLOVIN CORP | $1,031 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,029 | 0.00% | 16 | -2 | -11.1% | -$129 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,012 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $945 | 0.00% | 125 | 125 | — | $945 | 新建仓 |
| SNPS | SYNOPSYS INC | $893 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ACRIVON THERAPEUTICS INC | $890 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $888 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $877 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $874 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $834 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $818 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $807 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $803 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $796 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $790 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IMSR | TERRESTRIAL ENERGY INC | $772 | 0.00% | 109 | 22 | 25.3% | $156 | 加仓 |
| MCK | MCKESSON CORP | $756 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $727 | 0.00% | 20 | 20 | — | $727 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $725 | 0.00% | 112 | 112 | — | $725 | 新建仓 |
| CMI | CUMMINS INC | $714 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $697 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $682 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $678 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $672 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $664 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $662 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $662 | 0.00% | 4 | 4 | — | $662 | 新建仓 |
| MMM | 3M CO | $648 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $634 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $630 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $617 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $613 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $601 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $580 | 0.00% | 10 | 10 | — | $580 | 新建仓 |
| CI | THE CIGNA GROUP | $552 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $542 | 0.00% | 54 | 54 | — | $542 | 新建仓 |
| VTR | VENTAS INC | $533 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $511 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $510 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $497 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $492 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $491 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $484 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $481 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $476 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $476 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $475 | 0.00% | 11 | 11 | — | $475 | 新建仓 |
| SRE | SEMPRA | $464 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $460 | 0.00% | 2 | 0 | 0.0% | — | 不变 |