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Whetstone Capital Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Whetstone Capital Advisors, LLC

No.5024 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.80亿
环比变动 Q1 2026
+$9,204.5万+31.9%
持仓股票数
67
新买入
22
加仓
8
减仓
14
清仓
9
持股不变
23
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
DAVEDAVE
21.85%13.53%$8,311.7万22.3万股$3,902.3万22.4万股-1,077股-0.48%减仓
CloudflareNET
18.88%28.12%$7,183.3万29.3万股$8,109.8万39.3万股-10.0万股-25.49%减仓
AAlphabet Inc Class CGOOG
10.74%11.8%$4,085.6万11.6万股$3,403.0万11.9万股-3,000股-2.53%减仓
亚马逊AMZN
4.34%6.72%$1,651.0万6.9万股$1,939.1万9.3万股-2.4万股-25.60%减仓
FFERMIFRMI
3.16%$1,200.9万131.1万股$00股+131.1万股新买入
KKLARNAKLAR
2.71%2.31%$1,029.5万50.9万股$667.5万51.0万股-1,295股-0.25%减仓
BlockXYZ
2.48%2.58%$942.0万12.4万股$745.2万12.4万股+120股+0.10%加仓
TTOAST CL ATOST
2.46%3.09%$937.1万33.7万股$890.9万33.6万股+804股+0.24%加仓
EEXZEOXZO
2.4%2.09%$913.6万54.2万股$603.5万41.1万股+13.0万股+31.65%加仓
OOPTIMIZERX CORP COM NEWOPRX
2.27%3.28%$862.7万150.8万股$947.2万150.8万股00.00%持仓不变
SSEA SPONSORD ADSSE
2.15%$819.1万8.5万股$00股+8.5万股新买入
EETOROETOR
1.97%1.45%$751.1万19.0万股$417.7万13.9万股+5.1万股+36.81%加仓
BBETTER HOME & FINANCE HOLDING COM NEW CL ABETR
1.84%$698.5万25.4万股$00股+25.4万股新买入
FFIGURE TECHNOLOGY SOLUTIOFIGR
1.82%$693.9万22.6万股$00股+22.6万股新买入
COINBASE GLOBALCOIN
1.81%1.53%$687.8万4.7万股$441.1万2.5万股+2.2万股+86.25%加仓
PHREESIAPHR
1.7%2.77%$648.0万63.0万股$799.4万95.4万股-32.4万股-33.98%减仓
甲骨文ORCL
1.6%$609.6万4.2万股$00股+4.2万股新买入
SSERA PROGNOSTICSSERA
1.58%2.33%$601.9万330.7万股$671.3万330.7万股00.00%持仓不变
RobinhoodHOOD
1.44%1.21%$549.1万5.5万股$348.8万5.0万股+4,419股+8.78%加仓
WWEALTHFRONTWLTH
1.42%1.75%$540.1万60.4万股$505.4万54.6万股+5.8万股+10.57%加仓
PAGAYA TECHNOLOGIESPGY
1.42%1.2%$539.6万29.6万股$344.9万29.6万股-373股-0.13%减仓
HHEALTH CATALYST INC COMHCAT
0.88%2.55%$334.7万168.2万股$734.5万578.3万股-410.1万股-70.91%减仓
SSERVICETITAN INC SHS CL ATTAN
0.86%$327.5万4.6万股$00股+4.6万股新买入
RREPAY HLDGS CORP COM CL ARPAY
0.84%2.43%$321.2万76.5万股$699.6万269.1万股-192.6万股-71.58%减仓
BBENTLEY SYSBSY
0.77%$293.5万9.8万股$00股+9.8万股新买入
PPICS
0.58%$218.9万20.6万股$00股+20.6万股新买入
PPROCORE TECHNOLOGIESPCOR
0.52%$199.0万4.9万股$00股+4.9万股新买入
英伟达NVDA
0.51%$194.3万9,710股$00股+9,710股新买入
博通AVGO
0.44%$166.0万4,395股$00股+4,395股新买入
VERTEXVERX
0.41%$156.3万13.6万股$00股+13.6万股新买入
HHEALTH IN TECH INCHIT
0.4%$152.5万151.0万股$00股+151.0万股新买入
KKLAVIYOKVYO
0.35%$134.3万8.9万股$00股+8.9万股新买入
迈威尔MRVL
0.33%$126.2万4,238股$00股+4,238股新买入
MONOLITHIC PWR SYSMPWR
0.22%$82.3万595股$00股+595股新买入
阿斯麦ASML
0.21%$80.8万406股$00股+406股新买入
AASANAASAN
0.19%0.85%$73.6万10.5万股$244.3万38.2万股-27.7万股-72.47%减仓
台积电TSM
0.19%$71.6万1,500股$00股+1,500股新买入
BBRAZEBRZE
0.18%$67.1万3.1万股$00股+3.1万股新买入
谷歌AGOOGL
0.1%0.12%$39.9万1,116股$34.8万1,209股-93股-7.69%减仓
AAMKOR TECHNOLOGYAMKR
0.1%$39.7万4,600股$00股+4,600股新买入
联合健康UNH
0.09%0.08%$33.7万811股$24.0万888股-77股-8.67%减仓
OUTFRONT MEDIAOUT
0.08%0.09%$30.6万9,347股$24.8万9,347股00.00%持仓不变
CAMTEKCAMT
0.08%$29.4万1,800股$00股+1,800股新买入
天弘CLS
0.07%$28.1万771股$00股+771股新买入
WWATSCOWSO
0.07%0.08%$27.8万668股$24.3万668股00.00%持仓不变
3M COMMMM
0.07%0.09%$27.7万1,712股$24.9万1,712股00.00%持仓不变
APOLLO GLOBAL MGMT COMAPO
0.07%0.09%$27.7万2,339股$26.1万2,339股00.00%持仓不变
SSCOTTS MIRACLE-GROSMG
0.07%0.09%$27.6万4,056股$24.7万4,056股00.00%持仓不变
KENVUE COMKVUE
0.07%0.09%$27.4万1.4万股$24.7万1.4万股00.00%持仓不变
ALTRIAMO
0.07%0.09%$27.2万3,787股$25.0万3,787股00.00%持仓不变

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