DUTCH ASSET Corp
SELKIRK NY · SEC CIK 0002115141
$2.01亿2026Q2 申报市值
115持仓数
53.0%前十大占比 · 第一大 11.1%
22 / 4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
MSFT 加仓+$355.90万
NOW 新建仓+$161.33万
BRK/B 加仓+$156.48万
INTU 加仓+$150.97万
MELI 加仓+$148.90万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$635.71万
QCOM 减仓-$174.51万
XTEN 减仓-$132.52万
PWR 减仓-$94.64万
STRL 减仓-$61.69万
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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $261.65万 | 1.30% | 10,024 | 5,784 | 136.4% | $150.97万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $279.54万 | 1.39% | 7,386 | -1,213 | -14.1% | -$45.91万 | 减仓 |
| MELI | MERCADOLIBRE INC | $352.82万 | 1.76% | 2,078 | 877 | 73.0% | $148.90万 | 加仓 |
| META | META PLATFORMS INC | $366.74万 | 1.82% | 6,510 | 522 | 8.7% | $29.41万 | 加仓 |
| V | VISA INC | $394.40万 | 1.96% | 11,495 | 1,400 | 13.9% | $48.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $395.59万 | 1.97% | 7,905 | 3,127 | 65.4% | $156.48万 | 加仓 |
| QQQ | INVESCO QQQ TR | $429.08万 | 2.13% | 5,826 | 5 | 0.1% | $3,682 | 加仓 |
| GOOGL | ALPHABET INC | $484.02万 | 2.41% | 13,544 | 683 | 5.3% | $24.41万 | 加仓 |
| MOD | MODINE MFG CO | $529.77万 | 2.64% | 19,840 | 1,131 | 6.0% | $30.20万 | 加仓 |
| AMZN | AMAZON COM INC | $591.68万 | 2.94% | 24,824 | 2,658 | 12.0% | $63.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $677.63万 | 3.37% | 33,866 | 1,001 | 3.0% | $20.03万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $693.93万 | 3.45% | 79,725 | 14,627 | 22.5% | $127.31万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $699.14万 | 3.48% | 153,386 | -29,073 | -15.9% | -$132.52万 | 减仓 |
| TSLA | TESLA INC | $883.73万 | 4.40% | 21,011 | 1,319 | 6.7% | $55.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $950.43万 | 4.73% | 25,479 | 9,541 | 59.9% | $355.90万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,120.16万 | 5.57% | 23,455 | 531 | 2.3% | $25.36万 | 加仓 |
| XTWY | BONDBLOXX ETF TRUST | $1,207.07万 | 6.01% | 321,586 | 9,980 | 3.2% | $37.46万 | 加仓 |
| GOOG | ALPHABET INC | $1,598.78万 | 7.95% | 45,248 | 1,391 | 3.2% | $49.15万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,222.62万 | 11.06% | 38,260 | -10,943 | -22.2% | -$635.71万 | 减仓 |