Maniro Ltd
NASSAU C5 · SEC CIK 0002102426
$4.46亿2026Q2 申报市值
29持仓数
79.5%前十大占比 · 第一大 46.7%
5 / 1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
QXO 加仓+$1,912.38万
DTCR 新建仓+$1,366.43万
NVDA 加仓+$1,046.69万
TSM 加仓+$933.84万
SHOP 加仓+$793.17万
2026Q2 卖出最多 按季末市值估算
EL 清仓-$176.55万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| QXO | QXO INC | $2.08亿 | 46.71% | 12,047,619 | 1,106,700 | 10.1% | $1,912.38万 | 加仓 |
| SLDE | Slide Insurance Holdings, Inc. | $2,707.97万 | 6.08% | 1,398,025 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $1,888.45万 | 4.24% | 29,472 | 9,726 | 49.3% | $623.20万 | 加仓 |
| NVDA | NVIDIA CORP | $1,752.81万 | 3.93% | 87,601 | 52,311 | 148.2% | $1,046.69万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,489.17万 | 3.34% | 165,740 | 60,960 | 58.2% | $547.73万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,401.86万 | 3.15% | 29,354 | 19,554 | 199.5% | $933.84万 | 加仓 |
| DTCR | GLOBAL X FDS | $1,366.43万 | 3.07% | 449,926 | 449,926 | — | $1,366.43万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,362.71万 | 3.06% | 71,067 | 30,464 | 75.0% | $584.15万 | 加仓 |
| IGV | ISHARES TR | $1,348.81万 | 3.03% | 148,875 | 66,945 | 81.7% | $606.52万 | 加仓 |
| GOOGL | ALPHABET INC | $1,298.86万 | 2.91% | 36,345 | 17,207 | 89.9% | $614.93万 | 加仓 |
| SHOP | SHOPIFY INC | $1,145.99万 | 2.57% | 100,367 | 69,467 | 224.8% | $793.17万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,067.77万 | 2.40% | 28,625 | 15,283 | 114.5% | $570.09万 | 加仓 |
| DDOG | DATADOG INC | $1,041.44万 | 2.34% | 40,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $840.88万 | 1.89% | 14,928 | 8,502 | 132.3% | $478.91万 | 加仓 |
| GOOG | ALPHABET INC | $791.46万 | 1.78% | 22,400 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $610.80万 | 1.37% | 24,000 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINANCIAL CORP | $567.79万 | 1.27% | 28,302 | 28,302 | — | $567.79万 | 新建仓 |
| AVGO | BROADCOM INC | $545.70万 | 1.22% | 14,446 | 14,446 | — | $545.70万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $461.73万 | 1.04% | 14,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $340.69万 | 0.76% | 8,100 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $329.18万 | 0.74% | 9,800 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $307.14万 | 0.69% | 32,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $288.10万 | 0.65% | 40,350 | 15,350 | 61.4% | $109.60万 | 加仓 |
| NOW | SERVICENOW INC | $270.54万 | 0.61% | 27,250 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $156.52万 | 0.35% | 27,470 | 27,470 | — | $156.52万 | 新建仓 |
| PDD | PDD HOLDINGS INC | $152.56万 | 0.34% | 20,000 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $131.80万 | 0.30% | 14,360 | 14,360 | — | $131.80万 | 新建仓 |
| — | KALTURA INC | $59.08万 | 0.13% | 454,432 | 0 | 0.0% | — | 不变 |
| NMRA | NEUMORA THERAPEUTICS INC. | $26.90万 | 0.06% | 158,231 | 0 | 0.0% | — | 不变 |
| EL | THE ESTEE LAUDER COMPANIES INC. | $0 | 0.00% | 0 | -24,600 | -100.0% | -$176.55万 | 清仓 |