Steadtrust LLC
ALLEN TX · SEC CIK 0002097595
$1.76亿2026Q1 申报市值
123持仓数
41.3%前十大占比 · 第一大 8.4%
10 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CDE 新建仓+$308.78万
CRDO 新建仓+$197.31万
VISN 加仓+$86.27万
HPE 加仓+$79.05万
WDS 新建仓+$54.92万
2026Q1 卖出最多 按季末市值估算
LYB 清仓-$166.19万
BXSL 清仓-$159.82万
HL 减仓-$106.56万
NEW GOLD INC CDA 清仓-$70.12万
AROC 减仓-$69.60万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RIO | RIO TINTO PLC | $140.12万 | 0.79% | 15,020 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $141.19万 | 0.80% | 10,964 | 0 | 0.0% | — | 不变 |
| VISN | VISTANCE NETWORKS INC | $162.89万 | 0.92% | 89,500 | 47,400 | 112.6% | $86.27万 | 加仓 |
| CRESY | CRESUD S A C I F Y A | $168.66万 | 0.96% | 132,592 | -2,016 | -1.5% | -$2.56万 | 减仓 |
| AMZN | AMAZON COM INC | $170.51万 | 0.97% | 8,187 | 127 | 1.6% | $2.65万 | 加仓 |
| WMT | WALMART INC | $183.32万 | 1.04% | 14,751 | 1 | 0.0% | $124 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $189.95万 | 1.08% | 38,980 | -1,000 | -2.5% | -$4.87万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $194.52万 | 1.10% | 14,180 | -460 | -3.1% | -$6.31万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $197.31万 | 1.12% | 21,020 | 21,020 | — | $197.31万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $200.62万 | 1.14% | 3,316 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC | $218.37万 | 1.24% | 27,590 | -380 | -1.4% | -$3.01万 | 减仓 |
| BX | BLACKSTONE INC | $230.01万 | 1.30% | 20,003 | 1 | 0.0% | $115 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $230.02万 | 1.30% | 2,719 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $242.52万 | 1.38% | 9,130 | -40 | -0.4% | -$1.06万 | 减仓 |
| GOOGL | ALPHABET INC | $272.87万 | 1.55% | 9,489 | -341 | -3.5% | -$9.81万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $279.37万 | 1.58% | 17,021 | -350 | -2.0% | -$5.74万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $293.04万 | 1.66% | 7,480 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $308.78万 | 1.75% | 164,509 | 164,509 | — | $308.78万 | 新建仓 |
| JBS | JBS N.V. | $317.23万 | 1.80% | 176,630 | 3,000 | 1.7% | $5.39万 | 加仓 |
| AGI | ALAMOS GOLD INC | $318.70万 | 1.81% | 71,730 | -5,300 | -6.9% | -$23.55万 | 减仓 |
| WMB | WILLIAMS COS INC | $362.08万 | 2.05% | 49,750 | -361 | -0.7% | -$2.63万 | 减仓 |
| GOOG | ALPHABET INC | $381.36万 | 2.16% | 13,294 | -297 | -2.2% | -$8.52万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $410.68万 | 2.33% | 66,400 | -7,050 | -9.6% | -$43.60万 | 减仓 |
| MSFT | MICROSOFT CORP | $417.93万 | 2.37% | 11,290 | -58 | -0.5% | -$2.15万 | 减仓 |
| COHR | COHERENT CORP | $566.94万 | 3.21% | 23,800 | -340 | -1.4% | -$8.10万 | 减仓 |
| GLW | CORNING INC | $582.63万 | 3.30% | 42,850 | -1,079 | -2.5% | -$14.67万 | 减仓 |
| AAPL | APPLE INC | $675.55万 | 3.83% | 26,618 | -23 | -0.1% | -$5,837 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $714.83万 | 4.05% | 130,850 | -3,950 | -2.9% | -$21.58万 | 减仓 |
| HL | HECLA MINING COMPANY | $761.37万 | 4.32% | 408,680 | -57,200 | -12.3% | -$106.56万 | 减仓 |
| — | EXXON MOBIL CORP | $1,280.72万 | 7.26% | 75,488 | -343 | -0.5% | -$5.82万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,489.45万 | 8.45% | 73,379 | -3,255 | -4.2% | -$66.07万 | 减仓 |