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7G CAPITAL MANAGEMENT, LLC
特别关注No.6826 数据截至 2026Q2环比变动 Q1 2026
+$5,038.8万+30.0%
| 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 |
|---|
 谷歌AGOOGL |
| 26.97% | 28.21% | $5,896.6万 | 16.5万股 | $4,744.7万 | 16.5万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 15.84% | 22.1% | $3,462.4万 | 7.3万股 | $3,717.5万 | 11.0万股 | -3.8万股-34.09% | 减仓 |
 苹果AAPL |
| 13.24% | 15.09% | $2,893.6万 | 10.0万股 | $2,537.9万 | 10.0万股 | 00.00% | 持仓不变 |
 优步UBER |
| 12.71% | 5.35% | $2,778.2万 | 38.5万股 | $899.1万 | 12.5万股 | +26.0万股+208.00% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 10.28% | 12.81% | $2,246.6万 | 30股 | $2,154.4万 | 30股 | 00.00% | 持仓不变 |
 MERCADOLIBRE COMMELI |
| 7.76% | 4.3% | $1,697.4万 | 1.0万股 | $722.7万 | 4,180股 | +5,820股+139.23% | 加仓 |
 CROCSCROX |
| 4.33% | 2.05% | $947.0万 | 7.9万股 | $344.5万 | 4.2万股 | +3.7万股+89.16% | 加仓 |
 PROGRESSIVEPGR |
| 4% | 4.71% | $873.8万 | 4.0万股 | $793.0万 | 4.0万股 | 00.00% | 持仓不变 |
 W.R.伯克利WRB |
| 3.23% | 3.94% | $705.3万 | 10.0万股 | $662.8万 | 10.0万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 1.64% | — | $358.8万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
