Clear Street Group Inc. 13F 持仓 · 2026年Q2
Clear Street Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,363 只证券，申报市值合计 395.19 亿美元。前几大持仓：NVDA（17.82%）、SNDK（17.17%）、AMD（9.05%）。本季前 25 大持仓中：新建仓 3 只、增持 15 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $7.04B | 17.82% | 35.2M | 减持 |
| 2 | SNDK | SANDISK CORP | $6.78B | 17.17% | 3.0M | 增持 |
| 3 | AMD | ADVANCED MICRO DEVICES INC | $3.58B | 9.05% | 6.2M | 减持 |
| 4 | AAPL | APPLE INC | $2.18B | 5.51% | 7.5M | 增持 |
| 5 | MSFT | MICROSOFT CORP | $2.14B | 5.41% | 5.7M | 增持 |
| 6 | AMZN | AMAZON COM INC | $1.98B | 5.00% | 8.3M | 增持 |
| 7 | GOOGL | ALPHABET INC | $1.43B | 3.63% | 4.0M | 减持 |
| 8 | META | META PLATFORMS INC | $1.31B | 3.32% | 2.3M | 增持 |
| 9 | GOOG | ALPHABET INC | $1.10B | 2.77% | 3.1M | 增持 |
| 10 | NBIS | NEBIUS GROUP N.V. | $1.08B | 2.74% | 3.9M | 增持 |
| 11 | DRAM | ROUNDHILL ETF TRUST | $1.07B | 2.71% | 14.5M | 新建仓 |
| 12 | WDC | WESTERN DIGITAL CORP | $522.4M | 1.32% | 817,892 | 增持 |
| 13 | LITE | LUMENTUM HLDGS INC | $502.6M | 1.27% | 585,683 | 增持 |
| 14 | COIN | COINBASE GLOBAL INC | $338.3M | 0.86% | 2.3M | 减持 |
| 15 | SPCX | SPACE EXPLORATION TECHN CORP | $323.8M | 0.82% | 1.9M | 新建仓 |
| 16 | BE | BLOOM ENERGY CORP | $301.8M | 0.76% | 996,971 | 增持 |
| 17 | COHR | COHERENT CORP | $291.9M | 0.74% | 739,976 | 增持 |
| 18 | CRWV | COREWEAVE INC | $283.4M | 0.72% | 2.8M | 减持 |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $275.6M | 0.70% | 2.4M | 增持 |
| 20 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $266.3M | 0.67% | 979,222 | 增持 |
| 21 | ALAB | ASTERA LABS INC | $260.5M | 0.66% | 539,212 | 增持 |
| 22 | TSLA | TESLA INC | $227.5M | 0.58% | 540,958 | 减持 |
| 23 | ASTS | AST SPACEMOBILE INC | $222.4M | 0.56% | 2.5M | 减持 |
| 24 | AAOI | APPLIED OPTOELECTRONICS INC | $182.4M | 0.46% | 1.2M | 新建仓 |
| 25 | GLW | CORNING INC | $175.2M | 0.44% | 685,760 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR