Rare Wolf Capital LLC
BELLEVUE WA · SEC CIK 0002105393
$1.54亿2026Q1 申报市值
127持仓数
43.7%前十大占比 · 第一大 10.4%
14 / 8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
MSFT 加仓+$220.44万
NOW 加仓+$142.02万
ADBE 加仓+$120.49万
HTGC 加仓+$111.87万
USFR 加仓+$95.31万
2026Q1 卖出最多 按季末市值估算
NVO 清仓-$190.62万
CHTR 清仓-$137.46万
DOW 清仓-$126.39万
PFE 减仓-$118.92万
MRK 减仓-$98.40万
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 |
|---|---|---|---|---|---|---|---|---|
| VRTX | VERTEX PHARMACEUTICALS INC | $108.29万 | 0.70% | 2,425 | 410 | 20.3% | $18.31万 | 加仓 |
| IWR | ISHARES TR | $108.41万 | 0.70% | 11,150 | 2 | 0.0% | $194 | 加仓 |
| SUI | SUN CMNTYS INC | $108.84万 | 0.71% | 8,641 | -1,073 | -11.0% | -$13.52万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $113.65万 | 0.74% | 5,319 | -4,141 | -43.8% | -$88.48万 | 减仓 |
| LMND | LEMONADE INC | $119.66万 | 0.78% | 19,090 | 5,282 | 38.3% | $33.11万 | 加仓 |
| DIS | DISNEY WALT CO | $122.19万 | 0.79% | 12,678 | 156 | 1.2% | $1.50万 | 加仓 |
| NFLX | NETFLIX INC. | $123.60万 | 0.80% | 12,855 | 1,505 | 13.3% | $14.47万 | 加仓 |
| ETSY | ETSY INC | $124.05万 | 0.80% | 24,820 | 2,334 | 10.4% | $11.67万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $126.33万 | 0.82% | 6,210 | 330 | 5.6% | $6.71万 | 加仓 |
| CROX | CROCS INC | $131.30万 | 0.85% | 15,815 | 3,501 | 28.4% | $29.07万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $132.78万 | 0.86% | 2,197 | -95 | -4.1% | -$5.74万 | 减仓 |
| PINS | PINTEREST INC | $141.09万 | 0.91% | 76,929 | 25,124 | 48.5% | $46.08万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $146.25万 | 0.95% | 29,314 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC | $159.00万 | 1.03% | 6,367 | 716 | 12.7% | $17.88万 | 加仓 |
| TSN | TYSON FOODS INC | $162.03万 | 1.05% | 25,289 | -10,586 | -29.5% | -$67.82万 | 减仓 |
| PEP | PEPSICO INC | $175.73万 | 1.14% | 11,316 | -588 | -4.9% | -$9.13万 | 减仓 |
| CRM | SALESFORCE INC | $176.50万 | 1.14% | 9,455 | 2,508 | 36.1% | $46.82万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $181.38万 | 1.17% | 6,703 | 1,874 | 38.8% | $50.71万 | 加仓 |
| MRK | MERCK & CO INC | $183.43万 | 1.19% | 15,249 | -8,180 | -34.9% | -$98.40万 | 减仓 |
| VEEV | VEEVA SYS INC | $184.44万 | 1.19% | 10,500 | 2,869 | 37.6% | $50.40万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $185.79万 | 1.20% | 122,876 | 50,046 | 68.7% | $75.67万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $193.15万 | 1.25% | 130,771 | 75,742 | 137.6% | $111.87万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $193.81万 | 1.26% | 13,249 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 1.40% | 3 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $219.17万 | 1.42% | 18,477 | 6,653 | 56.3% | $78.92万 | 加仓 |
| NOW | SERVICENOW INC | $234.44万 | 1.52% | 22,424 | 13,584 | 153.7% | $142.02万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $258.50万 | 1.67% | 19,731 | -249 | -1.2% | -$3.26万 | 减仓 |
| ADBE | ADOBE INC | $259.51万 | 1.68% | 10,676 | 4,957 | 86.7% | $120.49万 | 加仓 |
| DG | DOLLAR GEN CORP | $261.05万 | 1.69% | 21,987 | 215 | 1.0% | $2.55万 | 加仓 |
| META | META PLATFORMS INC | $277.48万 | 1.80% | 4,850 | 42 | 0.9% | $2.40万 | 加仓 |
| PFE | PFIZER INC | $282.00万 | 1.83% | 100,429 | -42,351 | -29.7% | -$118.92万 | 减仓 |
| GOOGL | ALPHABET INC | $460.01万 | 2.98% | 15,997 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $570.86万 | 3.70% | 32,733 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $594.96万 | 3.85% | 28,567 | 6 | 0.0% | $1,250 | 加仓 |
| MSFT | MICROSOFT CORP | $968.29万 | 6.27% | 26,158 | 5,955 | 29.5% | $220.44万 | 加仓 |
| GOOG | ALPHABET INC | $1,454.93万 | 9.43% | 50,719 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $1,610.69万 | 10.43% | 319,962 | 18,933 | 6.3% | $95.31万 | 加仓 |