Ahara Advisors LLC
JERSEY CITY NJ · SEC CIK 0002116771
$6.30亿2026Q2 申报市值
56持仓数
68.7%前十大占比 · 第一大 21.0%
3 / 0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
TSM 加仓+$1.31亿
SPY 加仓+$6,130.98万
FSLR 加仓+$5,523.45万
IEUR 加仓+$5,284.96万
VOO 加仓+$2,873.41万
2026Q2 卖出最多 按季末市值估算
LYFT 减仓-$40.37万
ETSY 减仓-$22.68万
BLND 减仓-$3.56万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| PATH | UIPATH INC | $18.26万 | 0.03% | 16,794 | 3,554 | 26.8% | $3.86万 | 加仓 |
| BLND | BLEND LABS INC | $47.24万 | 0.07% | 276,263 | -20,808 | -7.0% | -$3.56万 | 减仓 |
| HROW | HARROW INC | $58.73万 | 0.09% | 23,300 | 6,958 | 42.6% | $17.54万 | 加仓 |
| MELI | MERCADOLIBRE INC | $76.56万 | 0.12% | 1,146 | 821 | 252.6% | $54.85万 | 加仓 |
| LYFT | LYFT INC | $77.59万 | 0.12% | 18,992 | -9,881 | -34.2% | -$40.37万 | 减仓 |
| META | META PLATFORMS INC | $81.30万 | 0.13% | 2,564 | 1,375 | 115.6% | $43.60万 | 加仓 |
| AMPL | AMPLITUDE INC | $82.55万 | 0.13% | 58,897 | 58,897 | — | $82.55万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $94.71万 | 0.15% | 15,909 | 6,410 | 67.5% | $38.16万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $106.17万 | 0.17% | 2,868 | 2,868 | — | $106.17万 | 新建仓 |
| S | SENTINELONE INC | $114.30万 | 0.18% | 99,396 | 57,148 | 135.3% | $65.72万 | 加仓 |
| NFLX | NETFLIX INC. | $121.09万 | 0.19% | 17,616 | 8,106 | 85.2% | $55.72万 | 加仓 |
| DUOL | DUOLINGO INC | $151.38万 | 0.24% | 19,829 | 12,946 | 188.1% | $98.83万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $157.57万 | 0.25% | 11,572 | 6,147 | 113.3% | $83.70万 | 加仓 |
| QQQ | INVESCO QQQ TR | $164.35万 | 0.26% | 10,044 | 9,058 | 918.7% | $148.21万 | 加仓 |
| — | EXXON MOBIL CORP | $172.89万 | 0.27% | 7,329 | 5,736 | 360.1% | $135.31万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $182.78万 | 0.29% | 30,622 | 26,764 | 693.7% | $159.75万 | 加仓 |
| ETSY | ETSY INC | $208.55万 | 0.33% | 20,663 | -2,247 | -9.8% | -$22.68万 | 减仓 |
| PINS | PINTEREST INC | $234.48万 | 0.37% | 45,534 | 6,156 | 15.6% | $31.70万 | 加仓 |
| OKTA | OKTA INC | $234.83万 | 0.37% | 13,491 | 579 | 4.5% | $10.08万 | 加仓 |
| AVGO | BROADCOM INC | $236.69万 | 0.38% | 5,860 | 3,563 | 155.1% | $143.91万 | 加仓 |
| RDDT | REDDIT INC | $274.73万 | 0.44% | 24,628 | 17,093 | 226.8% | $190.67万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $278.27万 | 0.44% | 18,217 | 13,938 | 325.7% | $212.91万 | 加仓 |
| CRM | SALESFORCE INC | $328.89万 | 0.52% | 13,760 | 5,998 | 77.3% | $143.37万 | 加仓 |
| MQ | MARQETA INC | $334.29万 | 0.53% | 705,191 | 154,927 | 28.2% | $73.44万 | 加仓 |
| STUB | STUBHUB HLDGS INC | $359.84万 | 0.57% | 235,424 | 85,647 | 57.2% | $130.91万 | 加仓 |
| RNG | RINGCENTRAL INC | $437.59万 | 0.69% | 89,114 | 4,945 | 5.9% | $24.28万 | 加仓 |
| RBLX | ROBLOX CORP | $437.82万 | 0.69% | 62,073 | 518 | 0.8% | $3.65万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $466.43万 | 0.74% | 30,048 | 14,623 | 94.8% | $226.99万 | 加仓 |
| DDOG | DATADOG INC | $477.68万 | 0.76% | 18,347 | 18,347 | — | $477.68万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $508.70万 | 0.81% | 10,593 | 9,092 | 605.7% | $436.62万 | 加仓 |
| AAPL | APPLE INC | $539.48万 | 0.86% | 21,695 | 3,696 | 20.5% | $91.91万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $563.92万 | 0.90% | 23,734 | 21,961 | 1,238.6% | $521.80万 | 加仓 |
| TSLA | TESLA INC | $577.17万 | 0.92% | 15,016 | 11,326 | 306.9% | $435.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $588.29万 | 0.93% | 44,155 | 36,622 | 486.2% | $487.93万 | 加仓 |
| AMZN | AMAZON COM INC | $612.24万 | 0.97% | 35,219 | 12,191 | 52.9% | $211.93万 | 加仓 |
| ASML | ASML HLDG NV | $617.13万 | 0.98% | 9,367 | 8,838 | 1,670.7% | $582.28万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $636.36万 | 1.01% | 22,293 | 10,466 | 88.5% | $298.75万 | 加仓 |
| PGR | PROGRESSIVE CORP | $847.78万 | 1.35% | 57,846 | 55,603 | 2,479.0% | $814.91万 | 加仓 |
| WFC | WELLS FARGO & CO | $911.76万 | 1.45% | 48,557 | 43,487 | 857.7% | $816.56万 | 加仓 |
| CRWV | COREWEAVE INC | $917.70万 | 1.46% | 59,115 | 16,851 | 39.9% | $261.60万 | 加仓 |
| ABNB | AIRBNB INC | $967.92万 | 1.54% | 62,741 | 12,314 | 24.4% | $189.97万 | 加仓 |
| FXI | ISHARES TR | $976.59万 | 1.55% | 141,386 | 130,627 | 1,214.1% | $902.28万 | 加仓 |
| GOOGL | ALPHABET INC | $1,013.82万 | 1.61% | 34,957 | 4,237 | 13.8% | $122.88万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,020.37万 | 1.62% | 131,665 | 35,770 | 37.3% | $277.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,204.41万 | 1.91% | 105,019 | 72,533 | 223.3% | $831.84万 | 加仓 |
| INTU | INTUIT | $1,224.09万 | 1.94% | 46,900 | 45,016 | 2,389.4% | $1,174.92万 | 加仓 |
| GOOG | ALPHABET INC | $1,394.54万 | 2.21% | 54,873 | 17,563 | 47.1% | $446.35万 | 加仓 |
| DIS | DISNEY WALT CO | $1,516.76万 | 2.41% | 63,315 | 40,766 | 180.8% | $976.58万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,093.59万 | 3.32% | 56,623 | 5,407 | 10.6% | $199.92万 | 加仓 |
| IVV | ISHARES TR | $2,176.20万 | 3.45% | 29,059 | 28,021 | 2,699.5% | $2,098.46万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,500.13万 | 3.97% | 67,471 | 55,288 | 453.8% | $2,048.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,906.58万 | 4.61% | 42,320 | 41,837 | 8,661.9% | $2,873.41万 | 加仓 |
| IEUR | ISHARES TR | $5,347.68万 | 8.49% | 711,411 | 703,068 | 8,427.0% | $5,284.96万 | 加仓 |
| FSLR | FIRST SOLAR INC | $5,714.67万 | 9.07% | 242,188 | 234,084 | 2,888.5% | $5,523.45万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,372.11万 | 10.11% | 85,329 | 82,100 | 2,542.6% | $6,130.98万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.32亿 | 21.01% | 277,101 | 273,341 | 7,269.7% | $1.31亿 | 加仓 |