Spear Advisors LLC
East Hampton NY · SEC CIK 0002119894
$2.91亿2026Q2 申报市值
28持仓数
67.9%前十大占比 · 第一大 11.1%
4 / 2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
ARM 新建仓+$2,122.46万
NET 加仓+$1,893.71万
MTSI 新建仓+$1,372.60万
NOK 新建仓+$1,041.20万
ALAB 加仓+$1,001.06万
2026Q2 卖出最多 按季末市值估算
AVAV 清仓-$836.54万
KRMN 减仓-$632.34万
ECHO 清仓-$534.65万
KTOS 减仓-$429.48万
WULF 减仓-$287.69万
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 |
|---|---|---|---|---|---|---|---|---|
| ALAB | Astera Labs Inc | $3,236.57万 | 11.11% | 67,007 | 20,725 | 44.8% | $1,001.06万 | 加仓 |
| KLAC | KLA CORP | $2,565.26万 | 8.81% | 85,024 | 16,154 | 23.5% | $487.38万 | 加仓 |
| COHR | Coherent Corp | $2,455.65万 | 8.43% | 62,252 | 10,540 | 20.4% | $415.77万 | 加仓 |
| ARM | ARM Holdings PLC | $2,122.46万 | 7.29% | 59,860 | 59,860 | — | $2,122.46万 | 新建仓 |
| MKSI | MKS Inc | $1,978.96万 | 6.79% | 44,491 | 8,840 | 24.8% | $393.20万 | 加仓 |
| NET | Cloudflare Inc | $1,959.42万 | 6.73% | 79,885 | 77,206 | 2,881.9% | $1,893.71万 | 加仓 |
| LRCX | Lam Research Corp | $1,465.39万 | 5.03% | 33,817 | 1,930 | 6.1% | $83.63万 | 加仓 |
| WULF | Terawulf Inc | $1,377.60万 | 4.73% | 557,731 | -116,475 | -17.3% | -$287.69万 | 减仓 |
| MTSI | MACOM Technology Solutions Holdings Inc | $1,372.60万 | 4.71% | 36,086 | 36,086 | — | $1,372.60万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,242.56万 | 4.27% | 41,712 | 5,910 | 16.5% | $176.05万 | 加仓 |
| APLD | Applied Digital Corp | $1,122.35万 | 3.85% | 300,897 | 49,011 | 19.5% | $182.81万 | 加仓 |
| NOK | Nokia Oyj | $1,041.20万 | 3.57% | 784,035 | 784,035 | — | $1,041.20万 | 新建仓 |
| LITE | Lumentum Holdings Inc | $950.73万 | 3.26% | 11,080 | 4,580 | 70.5% | $392.99万 | 加仓 |
| NVDA | NVIDIA Corp | $923.28万 | 3.17% | 46,143 | -377 | -0.8% | -$7.54万 | 减仓 |
| CRDO | Credo Technology Group Holding Ltd | $893.85万 | 3.07% | 32,868 | 6,520 | 24.7% | $177.31万 | 加仓 |
| RKLB | Rocket Lab Corp | $814.67万 | 2.80% | 80,145 | 1,921 | 2.5% | $19.53万 | 加仓 |
| ASTS | AST SpaceMobile Inc | $799.22万 | 2.74% | 89,941 | 20,635 | 29.8% | $183.36万 | 加仓 |
| TER | Teradyne Inc | $708.83万 | 2.43% | 14,650 | 2,012 | 15.9% | $97.35万 | 加仓 |
| LUNR | Intuitive Machines Inc | $617.29万 | 2.12% | 288,589 | 57,400 | 24.8% | $122.78万 | 加仓 |
| IREN | IREN Ltd | $513.82万 | 1.76% | 112,360 | 112,360 | — | $513.82万 | 新建仓 |
| ANET | Arista Networks Inc | $460.63万 | 1.58% | 27,115 | -16,804 | -38.3% | -$285.47万 | 减仓 |
| CIEN | Ciena Corp | $240.28万 | 0.82% | 4,898 | 960 | 24.4% | $47.09万 | 加仓 |
| AMD | Advanced Micro Devices Inc | $167.07万 | 0.57% | 2,876 | 560 | 24.2% | $32.53万 | 加仓 |
| CRWD | Crowdstrike Holdings Inc | $80.21万 | 0.28% | 1,051 | 200 | 23.5% | $15.26万 | 加仓 |
| KTOS | Kratos Defense & Security Solutions Inc | $16.47万 | 0.06% | 3,303 | -86,136 | -96.3% | -$429.48万 | 减仓 |
| KRMN | Karman Holdings Inc | $6.51万 | 0.02% | 1,304 | -126,670 | -99.0% | -$632.34万 | 减仓 |
| CEG | Constellation Energy Corp | $3,974 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SNOW | Snowflake Inc | $509 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AVAV | AeroVironment Inc | $0 | 0.00% | 0 | -45,700 | -100.0% | -$836.54万 | 清仓 |
| ECHO | EchoStar Corp | $0 | 0.00% | 0 | -45,669 | -100.0% | -$534.65万 | 清仓 |