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Solstein Capital, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Solstein Capital, LLC
报告期 2026-03-31 · CIK 0001730769
持仓数
441
前50大市值合计
$188.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 47
增持 85
减持 17
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$3.3M
22,816
+6%
减持
IDEV
ISHARES TR
-$2.8M
85,745
-37%
增持
SHLD
GLOBAL X FDS
+$1.5M
24,410
+12680%
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
SE
SEA LTD
+$1.3M
24,300
+22%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
14,090
+26%
增持
AMZN
AMAZON COM INC
+$987.2K
25,678
+5%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$948.6K
56,600
减持
EEM
ISHARES TR
-$931.0K
31,830
-44%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$924.3K
41,318
+21%
增持
AAPL
APPLE INC
-$892.7K
66,771
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$767.5K
3,729
-19%
增持
XLU
SELECT SECTOR SPDR TR
+$760.0K
18,946
+90%
减持
SPY
SPDR S&P 500 ETF TR
+$759.3K
27,877
-5%
减持
VUG
VANGUARD INDEX FDS
-$743.2K
849
-72%
建仓
DOCS
DOXIMITY INC
+$741.6K
12,090
增持
DBB
INVESCO DB MULTI-SECTOR COMM
+$624.3K
43,827
+274%
建仓
UDN
INVESCO DB US DLR INDEX TR
+$620.7K
32,822
增持
OUNZ
VANECK MERK GOLD ETF
+$593.1K
240,374
+2%
增持
KWEB
KRANESHARES TRUST
+$486.9K
14,614
+3347%
建仓
SLV
ISHARES SILVER TR
+$428.0K
13,044
增持
GOOG
ALPHABET INC
+$418.7K
17,699
+2%
增持
META
META PLATFORMS INC
+$392.9K
804
+131%
建仓
PALL
ABRDN PALLADIUM ETF TRUST
+$391.9K
3,895
增持
AVGO
BROADCOM INC
+$384.7K
2,076
+85%
增持
JPM
JPMORGAN CHASE & CO.
+$356.5K
6,513
+4%
减持
SJB
PROSHARES TR
-$354.0K
84,619
-19%
建仓
VOO
VANGUARD INDEX FDS
+$342.5K
603
减持
IJR
ISHARES TR
-$341.9K
10,073
-27%
增持
NFLX
NETFLIX INC
+$322.3K
483
+39%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$313.5K
12,516
+1653%
增持
EWC
ISHARES INC
+$302.0K
18,521
+36%
增持
CAT
CATERPILLAR INC
+$288.8K
4,324
+3%
减持
EFA
ISHARES TR
+$279.6K
49,155
-2%
减持
GOOGL
ALPHABET INC
+$244.3K
20,997
-6%
增持
FMX
FOMENTO ECONOMICO MEXICANO S
+$243.8K
29,252
+3%
建仓
VTI
VANGUARD INDEX FDS
+$237.4K
781
增持
COST
COSTCO WHSL CORP NEW
+$229.4K
2,368
+6%
减持
QQQ
INVESCO QQQ TR
+$204.7K
2,628
-1%
增持
ORCL
ORACLE CORP
+$191.5K
1,679
+34%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$181.2K
875
+17%
增持
PRU
PRUDENTIAL FINL INC
+$173.8K
88,669
+0%
增持
MA
MASTERCARD INCORPORATED
+$158.9K
2,096
+13%
增持
V
VISA INC
+$158.1K
13,686
+2%
增持
BABA
ALIBABA GROUP HLDG LTD
-$144.9K
11,781
+5%
增持
WMT
WALMART INC
+$143.8K
14,284
+0%
建仓
HR
HEALTHCARE RLTY TR
+$135.0K
8,510
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$130.2K
301
+903%
减持
XLV
SELECT SECTOR SPDR TR
-$129.5K
1,551
-33%
增持
XAR
SPDR SERIES TRUST
+$127.5K
853
+162%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$125.6K
426
减持
EWW
ISHARES INC
-$122.4K
1,916
-59%
减持
GLD
SPDR GOLD TR
+$120.6K
10,245
-2%
清仓
—
BARRICK GOLD CORP
-$117.8K
0
-100%
减持
EWJ
ISHARES INC
-$111.8K
55,374
-11%
增持
TSLA
TESLA INC
+$111.3K
725
+58%
增持
INTU
INTUIT
+$103.1K
159
+342%
增持
EMLC
VANECK ETF TRUST
+$99.8K
5,907
+182%
增持
SBUX
STARBUCKS CORP
+$95.6K
1,384
+335%
增持
HD
HOME DEPOT INC
+$94.4K
6,334
+4%
增持
INDA
ISHARES TR
+$94.4K
20,193
+1%
增持
ADI
ANALOG DEVICES INC
+$93.1K
2,307
+2%
增持
FICO
FAIR ISAAC CORP
+$91.1K
68
+278%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$89.4K
3,263
+11%
增持
CME
CME GROUP INC
+$87.6K
1,108
+35%
增持
HON
HONEYWELL INTL INC
+$86.5K
2,881
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$82.1K
299
+26%
建仓
APH
AMPHENOL CORP NEW
+$81.5K
825
增持
UBER
UBER TECHNOLOGIES INC
+$78.9K
3,469
+3%
增持
MAR
MARRIOTT INTL INC NEW
+$78.6K
401
+208%
建仓
B
BARRICK MNG CORP
+$78.1K
3,750
增持
AMD
ADVANCED MICRO DEVICES INC
+$76.3K
657
+298%
增持
SHW
SHERWIN WILLIAMS CO
+$71.1K
266
+359%
增持
CSCO
CISCO SYS INC
+$70.2K
1,435
+201%
增持
QCOM
QUALCOMM INC
+$68.9K
1,750
+28%
增持
—
EATON CORP PLC
+$68.5K
227
+393%
减持
SHEL
SHELL PLC
-$64.9K
19,071
-1%
建仓
—
MEDTRONIC PLC
+$63.3K
726
建仓
GE
GE AEROSPACE
+$62.5K
243
建仓
PGR
PROGRESSIVE CORP
+$61.9K
232
增持
XLP
SELECT SECTOR SPDR TR
+$60.4K
1,954
+63%
增持
NOW
SERVICENOW INC
+$59.4K
112
+60%
建仓
—
ROYAL CARIBBEAN GROUP
+$58.2K
186
建仓
NPK
NATIONAL PRESTO INDS INC
+$57.8K
590
建仓
WMB
WILLIAMS COS INC
+$57.7K
918
建仓
OKLO
OKLO INC
+$56.0K
1,000
增持
—
ACCENTURE PLC IRELAND
+$55.2K
195
+1850%
建仓
MCO
MOODYS CORP
+$53.7K
107
增持
RSG
REPUBLIC SVCS INC
+$53.2K
357
+148%
减持
REGN
REGENERON PHARMACEUTICALS
-$53.1K
248
-14%
增持
TXN
TEXAS INSTRS INC
+$52.7K
408
+129%
增持
DIS
DISNEY WALT CO
+$52.6K
478
+603%
增持
LRCX
LAM RESEARCH CORP
+$52.3K
590
+743%
建仓
BKNG
BOOKING HOLDINGS INC
+$52.1K
9
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$50.3K
246
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$49.4K
517
+107%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$49.0K
153
增持
BLK
BLACKROCK INC
+$48.4K
222
+14%
建仓
KR
KROGER CO
+$47.6K
664
建仓
JOBY
JOBY AVIATION INC
+$47.5K
4,500
增持
—
LINDE PLC
+$47.1K
148
+208%
增持
CRM
SALESFORCE INC
+$45.7K
2,615
+5%
增持
PH
PARKER-HANNIFIN CORP
+$45.5K
93
+191%
建仓
MU
MICRON TECHNOLOGY INC
+$45.5K
369
增持
ISRG
INTUITIVE SURGICAL INC
+$45.4K
151
+104%
增持
LLY
ELI LILLY & CO
+$45.3K
1,516
+10%
增持
AZO
AUTOZONE INC
+$43.9K
18
+200%
建仓
GEV
GE VERNOVA INC
+$43.9K
83
建仓
SYK
STRYKER CORPORATION
+$43.1K
109
增持
CVX
CHEVRON CORP NEW
-$43.0K
2,271
+3%
建仓
FISV
FISERV INC
+$42.8K
248
增持
ABT
ABBOTT LABS
+$41.5K
464
+185%
建仓
SAP
SAP SE
+$40.4K
133
增持
KO
COCA COLA CO
+$39.8K
4,564
+15%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$39.6K
89
增持
MS
MORGAN STANLEY
+$39.6K
493
+93%
增持
MLCO
MELCO RESORTS AND ENTMNT LTD
+$39.4K
9,340
+75%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$38.9K
362
建仓
AXP
AMERICAN EXPRESS CO
+$38.6K
121
建仓
SPGI
S&P GLOBAL INC
+$38.5K
73
建仓
FLR
FLUOR CORP NEW
+$38.5K
750
增持
ABBV
ABBVIE INC
+$38.4K
1,460
+32%
增持
HCA
HCA HEALTHCARE INC
+$37.9K
171
+114%
建仓
RH
RH
+$37.8K
200
减持
EWT
ISHARES INC
-$37.5K
28
-97%
建仓
PM
PHILIP MORRIS INTL INC
+$37.2K
204
增持
RTX
RTX CORPORATION
+$36.5K
1,754
+6%
增持
ADBE
ADOBE INC
+$36.1K
357
+34%
建仓
CEG
CONSTELLATION ENERGY CORP
+$35.5K
110
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$35.4K
1,024
+95%
增持
ADSK
AUTODESK INC
+$34.9K
199
+95%
增持
ANET
ARISTA NETWORKS INC
+$33.9K
380
+494%
增持
AMGN
AMGEN INC
+$33.2K
186
+210%
建仓
TELA
TELA BIO INC
+$31.8K
16,385
增持
TJX
TJX COS INC NEW
+$31.7K
1,507
+19%
建仓
CI
THE CIGNA GROUP
+$28.8K
87
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$27.8K
90
建仓
COF
CAPITAL ONE FINL CORP
+$27.7K
130
增持
TMUS
T-MOBILE US INC
-$27.0K
2,485
+7%
增持
VO
VANGUARD INDEX FDS
+$26.8K
592
+10%
增持
PFE
PFIZER INC
+$26.6K
5,073
+33%
建仓
GT
GOODYEAR TIRE & RUBR CO
+$25.9K
2,500
增持
LOW
LOWES COS INC
+$24.9K
131
+628%
建仓
CDW
CDW CORP
+$24.8K
139
增持
DE
DEERE & CO
+$24.8K
93
+94%
增持
BA
BOEING CO
+$24.7K
271
+44%
建仓
—
TRANE TECHNOLOGIES PLC
+$24.5K
56
建仓
ZLAB
ZAI LAB LTD
+$24.0K
685
建仓
SO
SOUTHERN CO
+$23.7K
258
建仓
CTRA
COTERRA ENERGY INC
+$23.6K
931
增持
PWR
QUANTA SVCS INC
+$23.1K
80
+186%
