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Traynor Capital Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Traynor Capital Management, Inc.
报告期 2026-03-31 · CIK 0001666786
持仓数
335
前50大市值合计
$1.44B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 32
增持 55
减持 43
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
ALPHABET INC
-$152.5M
457,984
-68%
增持
NVDA
NVIDIA CORPORATION
+$66.8M
2,363,733
+15%
减持
AMZN
AMAZON COM INC
-$56.1M
839,727
-35%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
TSLA
TESLA INC
-$38.8M
33,290
+15%
减持
SOXL
DIREXION SHS ETF TR
-$27.0M
1,080,700
-30%
减持
NFLX
NETFLIX INC
+$14.5M
96,888
-4%
增持
AVGO
BROADCOM INC
+$9.5M
140,084
+5%
增持
NVO
NOVO-NORDISK A S
-$8.8M
320,162
+5%
增持
REGN
REGENERON PHARMACEUTICALS
-$5.9M
24,790
+11%
增持
VRT
VERTIV HOLDINGS CO
+$5.8M
107,993
+66%
增持
QQQ
INVESCO QQQ TR
+$5.6M
26,467
+63%
减持
AAPL
APPLE INC
+$5.5M
524,986
-3%
减持
MSTR
MICROSTRATEGY INC
+$4.8M
45,516
-9%
增持
JPM
JPMORGAN CHASE & CO.
+$4.2M
58,748
+25%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.6M
41,134
+13%
增持
LLY
ELI LILLY & CO
-$3.2M
51,031
+6%
增持
V
VISA INC
+$3.0M
49,408
+8%
增持
IJH
ISHARES TR
+$2.5M
260,201
+18%
减持
FCX
FREEPORT-MCMORAN INC
-$2.4M
170,533
-4%
减持
IVE
ISHARES TR
-$2.3M
52,261
-16%
清仓
NUE
NUCOR CORP
-$2.2M
0
-100%
减持
UAA
UNDER ARMOUR INC
-$2.2M
200,255
-53%
清仓
ERX
DIREXION SHS ETF TR
-$2.1M
0
-100%
减持
FHLC
FIDELITY COVINGTON TRUST
-$2.1M
142,250
-9%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.1M
5,762
+1039%
减持
PFE
PFIZER INC
-$2.0M
29,901
-69%
增持
SPXL
DIREXION SHS ETF TR
+$1.9M
38,383
+37%
增持
DFEN
DIREXION SHS ETF TR
-$1.9M
384,884
+10%
清仓
CVNA
CARVANA CO
-$1.7M
0
-100%
增持
IJR
ISHARES TR
+$1.5M
125,350
+13%
增持
XPO
XPO INC
+$1.5M
31,006
+28%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.4M
79,450
+3%
减持
GOOG
ALPHABET INC
+$1.4M
62,846
-1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.4M
29,261
+62%
减持
TSLL
DIREXION SHS ETF TR
-$1.4M
135,062
-63%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.4M
65,132
+16%
减持
SOXX
ISHARES TR
-$1.4M
32,773
-10%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
4,112
+48%
增持
MRK
MERCK & CO INC
+$1.2M
27,386
+104%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
31,905
-7%
建仓
IWR
ISHARES TR
+$1.1M
12,498
减持
—
EXXON MOBIL CORP
-$945.6K
25,913
-19%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$931.3K
30,555
增持
CEG
CONSTELLATION ENERGY CORP
+$892.7K
20,422
+44%
建仓
ITA
ISHARES TR
+$878.7K
6,045
建仓
TGT
TARGET CORP
+$844.9K
6,250
减持
DVY
ISHARES TR
-$815.0K
19,136
-22%
清仓
—
SUPER MICRO COMPUTER INC
-$794.3K
0
-100%
增持
IEFA
ISHARES TR
+$788.2K
14,952
+344%
增持
ABNB
AIRBNB INC
+$708.0K
15,955
+46%
增持
NEE
NEXTERA ENERGY INC
+$703.4K
60,463
+41%
增持
URI
UNITED RENTALS INC
-$690.1K
10,239
+5%
清仓
ADBE
ADOBE INC
-$678.8K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$628.0K
14,333
+7%
减持
LABU
DIREXION SHS ETF TR
-$612.9K
8,586
-20%
减持
IBB
ISHARES TR
-$605.1K
22,959
-8%
清仓
DELL
DELL TECHNOLOGIES INC
-$597.5K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$582.4K
21,822
+25%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$555.1K
13,257
增持
NVDL
GRANITESHARES ETF TR
+$543.1K
18,330
+58%
增持
META
META PLATFORMS INC
+$539.2K
4,048
+27%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$519.0K
15,987
-5%
增持
SOUN
SOUNDHOUND AI INC
+$515.5K
28,792
+141%
减持
DE
DEERE & CO
-$504.6K
18,477
-7%
减持
FENY
FIDELITY COVINGTON TRUST
-$494.1K
187,345
-9%
减持
CURE
DIREXION SHS ETF TR
-$483.5K
10,235
-5%
减持
FIDU
FIDELITY COVINGTON TRUST
-$451.6K
60,315
-7%
建仓
LDOS
LEIDOS HOLDINGS INC
+$451.1K
3,131
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$450.7K
7,995
建仓
BLK
BLACKROCK INC
+$441.5K
431
清仓
MGK
VANGUARD WORLD FD
-$441.3K
0
-100%
建仓
MOD
MODINE MFG CO
+$417.7K
3,603
建仓
—
TIDAL TR II
+$409.1K
11,630
增持
CAT
CATERPILLAR INC
+$401.6K
13,260
+18%
减持
—
PIMCO MUN INCOME FD
-$390.7K
130,736
-14%
减持
TECL
DIREXION SHS ETF TR
-$383.8K
73,540
-9%
增持
IWM
ISHARES TR
+$379.4K
3,204
+115%
清仓
—
WHEELS UP EXPERIENCE INC
-$377.5K
0
-100%
建仓
STXS
STEREOTAXIS INC
+$366.0K
160,509
减持
MUB
ISHARES TR
-$348.4K
3,945
-44%
增持
VTI
VANGUARD INDEX FDS
+$347.4K
9,988
+11%
增持
WMT
WALMART INC
+$346.5K
24,449
+6%
清仓
IUSG
ISHARES TR
-$335.3K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$327.6K
4,162
+6%
增持
NOC
NORTHROP GRUMMAN CORP
-$325.3K
25,386
+10%
建仓
SYK
STRYKER CORPORATION
+$323.6K
899
增持
AVAV
AEROVIRONMENT INC
-$316.7K
30,729
+22%
减持
IVW
ISHARES TR
-$311.0K
111,168
-8%
减持
PML
PIMCO MUN INCOME FD II
-$309.9K
130,982
-10%
清仓
—
BLACKROCK INC
-$304.7K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$289.9K
1,319
清仓
MIDU
DIREXION SHS ETF TR
-$289.4K
0
-100%
增持
BA
BOEING CO
+$288.9K
7,209
+11%
增持
CSL
CARLISLE COS INC
-$286.9K
5,639
+7%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$285.4K
39,874
+17%
清仓
PDD
PDD HOLDINGS INC
-$276.1K
0
-100%
清仓
ASTS
AST SPACEMOBILE INC
-$275.5K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$275.2K
2,782
-35%
增持
SHOP
SHOPIFY INC
+$271.3K
7,190
+17%
减持
VTEB
VANGUARD MUN BD FDS
-$271.0K
4,453
-54%
增持
VGT
VANGUARD WORLD FD
+$270.0K
1,403
+37%
增持
INTC
INTEL CORP
+$262.1K
26,840
+128%
减持
CSX
CSX CORP
-$260.0K
37,403
-12%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$259.4K
11,552
-2%
建仓
—
BANK MONTREAL MEDIUM
+$256.2K
439
清仓
IJK
ISHARES TR
-$253.6K
0
-100%
增持
NIO
NIO INC
+$251.2K
105,904
+21%
建仓
COP
CONOCOPHILLIPS
+$247.6K
2,496
建仓
LRCX
LAM RESEARCH CORP
+$247.5K
3,426
增持
—
LINDE PLC
-$245.4K
5,877
+4%
清仓
RIO
RIO TINTO PLC
-$244.9K
0
-100%
建仓
RGTI
RIGETTI COMPUTING INC
+$244.2K
16,000
清仓
IWF
ISHARES TR
-$243.3K
0
-100%
清仓
—
LAM RESEARCH CORP
-$242.7K
0
-100%
建仓
DGRO
ISHARES TR
+$241.1K
3,930
减持
FFLV
FIDELITY COVINGTON TRUST
-$240.4K
155,560
-4%
建仓
LFUS
LITTELFUSE INC
+$235.7K
1,000
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$233.3K
637
建仓
GEV
GE VERNOVA INC
+$230.6K
701
建仓
ESGU
ISHARES TR
+$225.9K
1,754
建仓
ANET
ARISTA NETWORKS INC
+$225.5K
2,040
建仓
O
REALTY INCOME CORP
+$221.2K
4,142
建仓
QBTS
D-WAVE QUANTUM INC
+$219.2K
26,096
增持
BAC
BANK AMERICA CORP
+$215.8K
21,722
+17%
建仓
DIS
DISNEY WALT CO
+$215.2K
1,933
建仓
APP
APPLOVIN CORP
+$214.2K
662
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$212.3K
6,770
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$211.2K
406
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$208.6K
3,528
清仓
SGOV
ISHARES TR
-$207.2K
0
-100%
增持
AMZU
DIREXION SHS ETF TR
+$207.0K
21,522
+0%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$206.4K
9,350
+29%
减持
SOFI
SOFI TECHNOLOGIES INC
+$205.8K
29,742
-7%
清仓
APD
AIR PRODS & CHEMS INC
-$205.2K
0
-100%
减持
LQD
ISHARES TR
-$204.9K
6,874
-17%
建仓
MVV
PROSHARES TR
+$203.7K
3,001
清仓
LOW
LOWES COS INC
-$202.7K
0
-100%
建仓
ITOT
ISHARES TR
+$201.6K
1,567
减持
MCD
MCDONALDS CORP
-$197.8K
6,194
-5%
减持
AMT
AMERICAN TOWER CORP NEW
-$197.2K
2,584
-10%
减持
VALE
VALE S A
-$196.9K
11,009
-56%
减持
JNJ
JOHNSON & JOHNSON
-$196.6K
3,619
-19%
增持
MSFT
MICROSOFT CORP
+$187.8K
52,911
+3%
增持
AMAT
APPLIED MATLS INC
-$186.5K
6,482
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$179.5K
858
-18%
减持
UPS
UNITED PARCEL SERVICE INC
-$178.0K
2,496
-31%
减持
MU
MICRON TECHNOLOGY INC
-$174.8K
3,041
-27%
增持
NOW
SERVICENOW INC
+$171.5K
406
+40%
增持
—
EVEREST GROUP LTD
+$170.3K
2,628
+32%
增持
MA
MASTERCARD INCORPORATED
+$169.1K
757
+63%
