Timothy G. Youngquist 2020 Irrevocable Trust
FORT MYERS FL · SEC CIK 0002109159
$5.10亿2026Q2 申报市值
115持仓数
76.0%前十大占比 · 第一大 50.9%
61 / 396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
VGT 新建仓+$2.60亿
QQQ 新建仓+$1,135.75万
VKTX 加仓+$621.62万
AMD 加仓+$588.29万
RLAY 加仓+$565.80万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$587.92万
MSFT 清仓-$470.12万
RDDT 清仓-$451.44万
ALAB 减仓-$382.70万
SNDK 减仓-$346.52万
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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO QQQ TR 看跌期权 | $737 | 0.00% | 1,100 | 1,100 | — | $737 | 新建仓 |
| — | IREN LIMITED 看跌期权 | $876 | 0.00% | 2,400 | 2,400 | — | $876 | 新建仓 |
| — | UBER TECHNOLOGIES INC 看跌期权 | $1,271 | 0.00% | 3,100 | 3,100 | — | $1,271 | 新建仓 |
| — | ANNALY CAPITAL MANAGEMENT IN 看涨期权 | $1,616 | 0.00% | 20,200 | 20,200 | — | $1,616 | 新建仓 |
| — | THE CAMPBELLS COMPANY 看涨期权 | $1,725 | 0.00% | 4,600 | 4,600 | — | $1,725 | 新建仓 |
| — | NOKIA CORP 看跌期权 | $2,159 | 0.00% | 25,400 | 25,400 | — | $2,159 | 新建仓 |
| — | UNITED MICROELECTRONICS CORP 看跌期权 | $2,370 | 0.00% | 7,900 | 7,900 | — | $2,370 | 新建仓 |
| — | QUALCOMM INC 看跌期权 | $3,490 | 0.00% | 1,300 | 1,300 | — | $3,490 | 新建仓 |
| — | ALPHABET INC 看跌期权 | $4,248 | 0.00% | 3,600 | 3,600 | — | $4,248 | 新建仓 |
| — | VIAVI SOLUTIONS INC 看跌期权 | $5,125 | 0.00% | 5,000 | 5,000 | — | $5,125 | 新建仓 |
| — | SANDISK CORP 看涨期权 | $5,125 | 0.00% | 100 | 100 | — | $5,125 | 新建仓 |
| — | PFIZER INC 看涨期权 | $5,143 | 0.00% | 27,800 | 27,800 | — | $5,143 | 新建仓 |
| — | PALANTIR TECHNOLOGIES INC 看跌期权 | $5,280 | 0.00% | 800 | -219,200 | -99.6% | -$144.67万 | 减仓 |
| — | THE TRADE DESK INC 看跌期权 | $5,888 | 0.00% | 18,400 | 18,400 | — | $5,888 | 新建仓 |
| — | NETFLIX INC. 看跌期权 | $8,200 | 0.00% | 2,000 | 2,000 | — | $8,200 | 新建仓 |
| — | WALMART INC 看跌期权 | $1.13万 | 0.00% | 5,700 | 5,700 | — | $1.13万 | 新建仓 |
| — | STMICROELECTRONICS N V 看跌期权 | $1.15万 | 0.00% | 7,900 | 7,900 | — | $1.15万 | 新建仓 |
| — | TERAWULF INC 看涨期权 | $1.50万 | 0.00% | 12,000 | 12,000 | — | $1.50万 | 新建仓 |
| — | EPAM SYS INC 看涨期权 | $1.58万 | 0.00% | 14,400 | 14,400 | — | $1.58万 | 新建仓 |
| — | SELECT SECTOR SPDR TR 看涨期权 | $1.94万 | 0.00% | 2,500 | 2,500 | — | $1.94万 | 新建仓 |
| — | HECLA MINING COMPANY 看跌期权 | $1.99万 | 0.00% | 30,100 | 30,100 | — | $1.99万 | 新建仓 |
| — | UIPATH INC 看跌期权 | $2.08万 | 0.00% | 33,300 | -286,700 | -89.6% | -$17.92万 | 重新持有 |
| — | NU HLDGS LTD 看涨期权 | $2.24万 | 0.00% | 15,400 | 15,400 | — | $2.24万 | 新建仓 |
| — | NIKE INC 看涨期权 | $2.33万 | 0.00% | 30,300 | 30,300 | — | $2.33万 | 新建仓 |
| — | KRAFT HEINZ CO 看跌期权 | $2.44万 | 0.00% | 21,100 | 21,100 | — | $2.44万 | 新建仓 |
| — | COHERUS ONCOLOGY INC 看涨期权 | $2.50万 | 0.00% | 200,000 | -260,000 | -56.5% | -$3.25万 | 减仓 |
| GLD | SPDR GOLD TR | $3.68万 | 0.01% | 100 | -2,090 | -95.4% | -$76.99万 | 减仓 |
| — | HEWLETT PACKARD ENTERPRISE C 看跌期权 | $3.84万 | 0.01% | 39,000 | 39,000 | — | $3.84万 | 新建仓 |
| WMT | WALMART INC | $4.53万 | 0.01% | 400 | -6,686 | -94.4% | -$75.73万 | 减仓 |
| — | RIOT PLATFORMS INC 看涨期权 | $4.72万 | 0.01% | 14,100 | 14,100 | — | $4.72万 | 新建仓 |
| SLV | ISHARES SILVER TR | $5.35万 | 0.01% | 1,000 | 1,000 | — | $5.35万 | 新建仓 |
| — | ISHARES TR 看涨期权 | $6.44万 | 0.01% | 40,000 | 40,000 | — | $6.44万 | 新建仓 |
| — | ADOBE INC 看跌期权 | $6.82万 | 0.01% | 900 | -149,100 | -99.4% | -$1,129.05万 | 减仓 |
| — | COGNYTE SOFTWARE LTD 看涨期权 | $7.96万 | 0.02% | 22,100 | 22,100 | — | $7.96万 | 新建仓 |
| — | INTEL CORP 看跌期权 | $8.31万 | 0.02% | 870,000 | 440,000 | 102.3% | $4.20万 | 加仓 |
| — | NVIDIA CORPORATION 看跌期权 | $8.84万 | 0.02% | 131,100 | -333,900 | -71.8% | -$22.53万 | 减仓 |
| — | CONTEXT THERAPEUTICS INC | $10.99万 | 0.02% | 198,384 | 198,384 | — | $10.99万 | 新建仓 |
| AXTI | AXT INC | $13.06万 | 0.03% | 1,812 | 1,812 | — | $13.06万 | 新建仓 |
| — | APPLE INC 看跌期权 | $14.42万 | 0.03% | 280,000 | 0 | 0.0% | — | 不变 |
| — | MICRON TECHNOLOGY INC 看跌期权 | $14.94万 | 0.03% | 120,000 | 120,000 | — | $14.94万 | 新建仓 |
| NET | CLOUDFLARE INC | $16.36万 | 0.03% | 667 | -1,770 | -72.6% | -$43.41万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $22.18万 | 0.04% | 2,782 | 2,782 | — | $22.18万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $31.49万 | 0.06% | 493 | -13 | -2.6% | -$8,303 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $34.30万 | 0.07% | 1,283 | 1,283 | — | $34.30万 | 新建仓 |
| — | ROBINHOOD MKTS INC 看跌期权 | $44.16万 | 0.09% | 337,900 | 117,900 | 53.6% | $15.41万 | 加仓 |
| — | MICROSOFT CORP 看跌期权 | $52.83万 | 0.10% | 171,200 | -48,800 | -22.2% | -$15.06万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $73.64万 | 0.14% | 1,936 | 1,936 | — | $73.64万 | 新建仓 |
| — | MICROSOFT CORP 看涨期权 | $76.45万 | 0.15% | 110,000 | -136,000 | -55.3% | -$94.52万 | 重新持有 |
| SNEX | STONEX GROUP INC | $82.84万 | 0.16% | 6,991 | -2,274 | -24.5% | -$26.95万 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $83.80万 | 0.16% | 18,349 | 1,645 | 9.8% | $7.51万 | 加仓 |
| E | ENI SPA | $90.73万 | 0.18% | 19,362 | 19,362 | — | $90.73万 | 新建仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $90.94万 | 0.18% | 139,263 | 139,263 | — | $90.94万 | 新建仓 |
| TTE | TOTALENERGIES SE | $91.95万 | 0.18% | 11,825 | 11,825 | — | $91.95万 | 新建仓 |
| GM | GENERAL MTRS CO | $92.22万 | 0.18% | 11,964 | 2,849 | 31.3% | $21.96万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $93.08万 | 0.18% | 63,579 | 63,579 | — | $93.08万 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $94.02万 | 0.18% | 32,965 | 32,965 | — | $94.02万 | 新建仓 |
| BAC | BANK OF AMER CORP | $94.49万 | 0.19% | 16,583 | 14,210 | 598.8% | $80.97万 | 加仓 |
| NBR | NABORS INDUSTRIES LTD | $94.73万 | 0.19% | 11,276 | 3,514 | 45.3% | $29.52万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $94.83万 | 0.19% | 3,487 | -2,836 | -44.9% | -$77.13万 | 减仓 |
| CNC | CENTENE CORP DEL | $95.86万 | 0.19% | 14,934 | 14,934 | — | $95.86万 | 新建仓 |
| RY | ROYAL BK CDA | $98.12万 | 0.19% | 4,741 | 650 | 15.9% | $13.45万 | 加仓 |
| AUGO | AURA MINERALS INC | $98.98万 | 0.19% | 15,723 | 5,309 | 51.0% | $33.42万 | 加仓 |
| — | RF INDS LTD | $99.29万 | 0.19% | 46,813 | -13,180 | -22.0% | -$27.95万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $99.41万 | 0.19% | 18,200 | 18,200 | — | $99.41万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $100.01万 | 0.20% | 14,340 | 14,340 | — | $100.01万 | 新建仓 |
| CLS | CELESTICA INC | $101.27万 | 0.20% | 2,776 | -1,315 | -32.1% | -$47.97万 | 减仓 |
| SEZL | SEZZLE INC | $104.44万 | 0.20% | 6,085 | 6,085 | — | $104.44万 | 新建仓 |
| MYRG | MYR GROUP INC | $104.63万 | 0.21% | 2,091 | 2,091 | — | $104.63万 | 新建仓 |
| ALTO | ALTO INGREDIENTS INC | $108.12万 | 0.21% | 189,690 | 189,690 | — | $108.12万 | 新建仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $118.50万 | 0.23% | 39,591 | 9,995 | 33.8% | $29.92万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $120.84万 | 0.24% | 10,762 | 10,762 | — | $120.84万 | 新建仓 |
| GLW | CORNING INC | $128.20万 | 0.25% | 5,019 | 4,743 | 1,718.5% | $121.15万 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $136.44万 | 0.27% | 17,950 | 17,950 | — | $136.44万 | 新建仓 |
| MXL | MAXLINEAR INC | $138.86万 | 0.27% | 10,846 | 10,846 | — | $138.86万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $146.63万 | 0.29% | 8,883 | 8,883 | — | $146.63万 | 新建仓 |
| — | AMAZON COM INC 看跌期权 | $162.16万 | 0.32% | 570,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $173.43万 | 0.34% | 19,760 | 19,026 | 2,592.1% | $166.99万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $219.61万 | 0.43% | 34,341 | 34,341 | — | $219.61万 | 新建仓 |
| AVGO | BROADCOM INC | $224.91万 | 0.44% | 5,954 | 989 | 19.9% | $37.36万 | 加仓 |
| COHR | COHERENT CORP | $234.24万 | 0.46% | 5,938 | 1,508 | 34.0% | $59.49万 | 加仓 |
| GEV | GE VERNOVA INC | $234.50万 | 0.46% | 1,996 | 6 | 0.3% | $7,049 | 加仓 |
| AMZN | AMAZON COM INC | $244.54万 | 0.48% | 10,260 | -7,870 | -43.4% | -$187.57万 | 减仓 |
| ALAB | ASTERA LABS INC | $260.59万 | 0.51% | 5,395 | -7,923 | -59.5% | -$382.70万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $261.10万 | 0.51% | 70,000 | 70,000 | — | $261.10万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $263.42万 | 0.52% | 3,070 | -162 | -5.0% | -$13.90万 | 减仓 |
| SITM | SITIME CORP | $270.27万 | 0.53% | 3,625 | 3,625 | — | $270.27万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $271.21万 | 0.53% | 715,606 | 497,534 | 228.2% | $188.57万 | 加仓 |
| — | SPDR GOLD TR 看跌期权 | $271.34万 | 0.53% | 2,860,000 | 725,000 | 34.0% | $68.78万 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $272.14万 | 0.53% | 100,869 | 100,869 | — | $272.14万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $278.77万 | 0.55% | 13,932 | -29,383 | -67.8% | -$587.92万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $296.19万 | 0.58% | 17,435 | 17,070 | 4,676.7% | $289.99万 | 加仓 |
| SNDK | SANDISK CORP | $316.73万 | 0.62% | 1,393 | -1,524 | -52.2% | -$346.52万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $322.80万 | 0.63% | 9,684 | 9,684 | — | $322.80万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $333.51万 | 0.65% | 11,018 | 2,690 | 32.3% | $81.43万 | 加仓 |
| IONQ | IONQ INC | $343.12万 | 0.67% | 64,423 | 64,423 | — | $343.12万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $449.36万 | 0.88% | 10,370 | 8,508 | 456.9% | $368.68万 | 加仓 |
| — | UNITED STS OIL FD LP 看跌期权 | $474.00万 | 0.93% | 1,100,000 | 300,000 | 37.5% | $129.27万 | 加仓 |
| SQQQ | PROSHARES TR | $506.96万 | 0.99% | 138,113 | 81,603 | 144.4% | $299.53万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $531.78万 | 1.04% | 4,607 | -2,118 | -31.5% | -$244.48万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $826.67万 | 1.62% | 55,796 | 7,909 | 16.5% | $117.18万 | 加仓 |