Thompson David Blair
CHARLOTTE NC · SEC CIK 0002150492
$2.00亿2026Q2 申报市值
212持仓数
21.8%前十大占比 · 第一大 3.0%
47 / 12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
AIQ 新建仓+$332.16万
GLOBAL X FDS 新建仓+$162.48万
FCX 加仓+$144.41万
TSLA 加仓+$103.00万
HOOD 新建仓+$95.99万
2026Q2 卖出最多 按季末市值估算
OIH 减仓-$393.30万
CLIP 减仓-$336.89万
MU 减仓-$316.87万
IEI 减仓-$123.12万
QTUM 重新持有-$111.70万
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 |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | $200.09万 | 1.00% | 27,729 | 6,540 | 30.9% | $47.19万 | 加仓 |
| META | META PLATFORMS INC | $208.65万 | 1.04% | 3,704 | -114 | -3.0% | -$6.42万 | 减仓 |
| AMAT | APPLIED MATLS INC | $213.99万 | 1.07% | 2,960 | -1,545 | -34.3% | -$111.70万 | 减仓 |
| HEGD | LISTED FDS TR | $220.28万 | 1.10% | 82,627 | -5,098 | -5.8% | -$13.59万 | 减仓 |
| MSFT | MICROSOFT CORP | $226.89万 | 1.13% | 6,083 | 672 | 12.4% | $25.07万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $236.56万 | 1.18% | 16,132 | 1,839 | 12.9% | $26.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $242.28万 | 1.21% | 7,402 | 650 | 9.6% | $21.28万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $266.53万 | 1.33% | 58,321 | 2,317 | 4.1% | $10.59万 | 加仓 |
| AAPL | APPLE INC | $283.51万 | 1.42% | 9,798 | 564 | 6.1% | $16.32万 | 加仓 |
| TSLA | TESLA INC | $287.61万 | 1.44% | 6,838 | 2,449 | 55.8% | $103.00万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $288.14万 | 1.44% | 111,167 | -2,411 | -2.1% | -$6.25万 | 减仓 |
| DGRO | ISHARES TR | $288.60万 | 1.44% | 38,080 | 4,937 | 14.9% | $37.42万 | 加仓 |
| OIH | VANECK ETF TRUST | $290.84万 | 1.45% | 7,818 | -10,572 | -57.5% | -$393.30万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $300.71万 | 1.50% | 2,605 | -2,745 | -51.3% | -$316.87万 | 减仓 |
| IVV | ISHARES TR | $306.98万 | 1.53% | 4,099 | -193 | -4.5% | -$14.45万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $331.99万 | 1.66% | 33,790 | -400 | -1.2% | -$3.93万 | 减仓 |
| AIQ | GLOBAL X FDS | $332.16万 | 1.66% | 50,626 | 50,626 | — | $332.16万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $367.55万 | 1.84% | 58,443 | 22,962 | 64.7% | $144.41万 | 加仓 |
| GOOGL | ALPHABET INC | $415.66万 | 2.08% | 11,631 | -403 | -3.3% | -$14.40万 | 减仓 |
| AVGO | BROADCOM INC | $417.23万 | 2.09% | 11,045 | -2,602 | -19.1% | -$98.29万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $470.32万 | 2.35% | 6,298 | -497 | -7.3% | -$37.11万 | 减仓 |
| AMZN | AMAZON COM INC | $502.83万 | 2.51% | 21,097 | -226 | -1.1% | -$5.39万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $599.08万 | 2.99% | 8 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $608.84万 | 3.04% | 30,428 | 285 | 0.9% | $5.70万 | 加仓 |