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 |
|---|---|---|---|---|---|---|---|---|
| TPG | TPG INC | $32.29万 | 0.21% | 7,970 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.77万 | 0.21% | 663 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $31.19万 | 0.20% | 313 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $30.75万 | 0.20% | 9,171 | 9,171 | — | $30.75万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.16万 | 0.20% | 5,580 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $29.43万 | 0.19% | 2,397 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $29.42万 | 0.19% | 3,695 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $29.38万 | 0.19% | 3,215 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $29.28万 | 0.19% | 1,081 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $27.23万 | 0.18% | 2,247 | -536 | -19.3% | -$6.50万 | 减仓 |
| QCOM | QUALCOMM INC | $27.16万 | 0.18% | 2,109 | 150 | 7.7% | $1.93万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $26.84万 | 0.17% | 5,437 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $26.61万 | 0.17% | 2,758 | 2,758 | — | $26.61万 | 新建仓 |
| CIEN | CIENA CORP | $26.52万 | 0.17% | 683 | -512 | -42.8% | -$19.88万 | 减仓 |
| AMAT | APPLIED MATLS INC | $25.46万 | 0.16% | 745 | -248 | -25.0% | -$8.48万 | 减仓 |
| SE | SEA LTD | $25.29万 | 0.16% | 3,054 | 3,054 | — | $25.29万 | 新建仓 |
| ASML | ASML HLDG NV | $25.23万 | 0.16% | 191 | -195 | -50.5% | -$25.76万 | 减仓 |
| TFI | SPDR SERIES TRUST | $24.79万 | 0.16% | 5,467 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $24.67万 | 0.16% | 2,264 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $23.67万 | 0.15% | 440 | -300 | -40.5% | -$16.14万 | 减仓 |
| EEMV | ISHARES INC | $22.00万 | 0.14% | 3,399 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $21.71万 | 0.14% | 3,181 | 3,181 | — | $21.71万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.54万 | 0.14% | 8,400 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $20.23万 | 0.13% | 713 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $20.21万 | 0.13% | 4,808 | 4,808 | — | $20.21万 | 新建仓 |
| — | ISHARES TR | $20.18万 | 0.13% | 22,012 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $20.10万 | 0.13% | 209 | 209 | — | $20.10万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -37,465 | -100.0% | -$190.62万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -6,585 | -100.0% | -$137.46万 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -54,059 | -100.0% | -$126.39万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -14,151 | -100.0% | -$82.61万 | 清仓 |
| BHP | BHP GROUP LTD | $0 | 0.00% | 0 | -9,906 | -100.0% | -$59.80万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -3,208 | -100.0% | -$45.97万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -1,115 | -100.0% | -$20.22万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -3,248 | -100.0% | -$13.54万 | 清仓 |