Rare Wolf Capital LLC
BELLEVUE WA · SEC CIK 0002105393
$1.56亿2026Q2 申报市值
120持仓数
43.0%前十大占比 · 第一大 11.5%
8 / 17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
NOW 加仓+$178.84万
OKTA 加仓+$130.56万
MELI 新建仓+$125.61万
SUB 新建仓+$100.00万
SHM 加仓+$89.21万
2026Q2 卖出最多 按季末市值估算
USFR 减仓-$562.72万
HTGC 清仓-$193.15万
ETSY 清仓-$124.05万
AMZN 减仓-$114.43万
SUI 清仓-$108.84万
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 |
|---|---|---|---|---|---|---|---|---|
| VRTX | VERTEX PHARMACEUTICALS INC | $100.74万 | 0.65% | 2,028 | -397 | -16.4% | -$19.72万 | 减仓 |
| IGM | ISHARES TR | $105.90万 | 0.68% | 6,474 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $106.23万 | 0.68% | 11,037 | -1,641 | -12.9% | -$15.79万 | 减仓 |
| VGT | VANGUARD WORLD FD | $110.05万 | 0.71% | 9,208 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $118.67万 | 0.76% | 4,101 | 194 | 5.0% | $5.61万 | 加仓 |
| TSN | TYSON FOODS INC | $122.18万 | 0.78% | 21,341 | -3,948 | -15.6% | -$22.60万 | 减仓 |
| IWR | ISHARES TR | $123.02万 | 0.79% | 11,151 | 1 | 0.0% | $110 | 加仓 |
| SHM | SPDR SERIES TRUST | $123.24万 | 0.79% | 25,693 | 18,598 | 262.1% | $89.21万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $124.15万 | 0.80% | 10,641 | -2,608 | -19.7% | -$30.43万 | 减仓 |
| MELI | MERCADOLIBRE INC | $125.61万 | 0.81% | 740 | 740 | — | $125.61万 | 新建仓 |
| ZS | ZSCALER INC | $125.89万 | 0.81% | 8,919 | 5,421 | 155.0% | $76.52万 | 加仓 |
| PEP | PEPSICO INC | $138.38万 | 0.89% | 10,220 | -1,096 | -9.7% | -$14.84万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $154.81万 | 0.99% | 30,607 | 1,293 | 4.4% | $6.54万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $163.30万 | 1.05% | 116,893 | -5,983 | -4.9% | -$8.36万 | 减仓 |
| MRK | MERCK & CO INC | $174.71万 | 1.12% | 13,596 | -1,653 | -10.8% | -$21.24万 | 减仓 |
| ADBE | ADOBE INC | $198.46万 | 1.27% | 9,680 | -996 | -9.3% | -$20.42万 | 减仓 |
| SHOP | SHOPIFY INC | $199.43万 | 1.28% | 17,466 | -1,011 | -5.5% | -$11.54万 | 减仓 |
| CRM | SALESFORCE INC | $208.58万 | 1.34% | 13,314 | 3,859 | 40.8% | $60.46万 | 加仓 |
| LAD | LITHIA MTRS INC | $209.27万 | 1.34% | 7,204 | 837 | 13.1% | $24.31万 | 加仓 |
| OKTA | OKTA INC | $213.63万 | 1.37% | 15,656 | 9,568 | 157.2% | $130.56万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $218.41万 | 1.40% | 19,445 | -286 | -1.4% | -$3.21万 | 减仓 |
| PFE | PFIZER INC | $223.75万 | 1.44% | 92,920 | -7,509 | -7.5% | -$18.08万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 1.44% | 3 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $230.49万 | 1.48% | 5,319 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $235.98万 | 1.52% | 20,500 | -1,487 | -6.8% | -$17.12万 | 减仓 |
| VEEV | VEEVA SYS INC | $236.67万 | 1.52% | 13,336 | 2,836 | 27.0% | $50.33万 | 加仓 |
| CROX | CROCS INC | $236.76万 | 1.52% | 19,625 | 3,810 | 24.1% | $45.96万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $254.03万 | 1.63% | 4,373 | -1,837 | -29.6% | -$106.71万 | 减仓 |
| META | META PLATFORMS INC | $290.32万 | 1.86% | 5,154 | 304 | 6.3% | $17.12万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $314.34万 | 2.02% | 7,563 | 860 | 12.8% | $35.74万 | 加仓 |
| NOW | SERVICENOW INC | $401.47万 | 2.58% | 40,438 | 18,014 | 80.3% | $178.84万 | 加仓 |
| GOOGL | ALPHABET INC | $469.98万 | 3.02% | 13,151 | -2,846 | -17.8% | -$101.71万 | 减仓 |
| AMZN | AMAZON COM INC | $566.44万 | 3.64% | 23,766 | -4,801 | -16.8% | -$114.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $567.28万 | 3.64% | 28,351 | -4,382 | -13.4% | -$87.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $997.12万 | 6.41% | 26,731 | 573 | 2.2% | $21.37万 | 加仓 |
| USFR | WISDOMTREE TR | $1,048.29万 | 6.73% | 208,200 | -111,762 | -34.9% | -$562.72万 | 减仓 |
| GOOG | ALPHABET INC | $1,790.78万 | 11.50% | 50,683 | -36 | -0.1% | -$1.27万 | 减仓 |