• 黄金期货4,079.50▼0.83%
  • WTI原油90.34▼0.20%
  • 比特币BTC75,859.80▼0.22%
  • 标普5007,376.86▲0.31%
  • 道指51,285.73▼0.46%
  • 纳斯达克10026,989.99▲1.35%
  • 费城半导体9,390.25▲4.21%
  • 恒生指数24,481.86▼1.27%
CNBC · 可能延迟
It's Wayne
机构追踪/机构排行/机构详情

Situational Awareness LP

行业分布

  • 电子45.06%46.40亿
  • 计算机29.97%30.86亿
  • 机械设备10.77%11.09亿
  • 互联网与传媒5.57%5.74亿
  • 非银金融5.40%5.56亿
  • 其他3.24%--

持仓变动

增仓

股票变动股数变动比例
SHAZSharonAI Holdings
+267.48万+7.47%
HIVEHIVE Digital Technologies Ltd
+574.22万+2.09%
RIOTRiot Platforms
+559.79万+1.49%
KEELKeel Infrastructure
+657.56万+1.06%
SNDK闪迪
+135.52万+0.95%
PUMPProPetro Holding
+105.01万+0.85%
APLDApplied Digital
+190.62万+0.63%
BWBabcock & Wilcox Enterprises
+67.36万+0.45%
MU美光科技
+481.14万+0.43%
CRWVCoreWeave
+30.16万+0.05%
TSM台积电
+262.66万+0.05%
SEISolaris Energy Infrastructure
+2.41万+0.04%

减仓

股票变动股数变动比例
CORZCore Scientific
-1191.91万-3.71%
TET1 Energy
-510.00万-1.73%
6976太阳诱电
-183.81万-1.39%
IRENIREN Ltd
-222.47万-0.56%
BEBloom Energy
-21.26万-0.07%

建仓

股票变动股数变动比例
NBISNEBIUS
+446.43万+1.63%
STM意法半导体
+780.27万+0.87%
VSH威世科技
+37.50万+0.24%
CBRSCerebras Systems
+1.00万+0.00%

清仓

股票变动股数变动比例
PSIXPower Solutions International
-43.23万-1.87%
AMD美国超微公司
-9.91万-0.01%
INTC英特尔
-20.23万-0.00%
ASML阿斯麦
-4633.00-0.00%
GLW康宁
-5283.00-0.00%
NVDA英伟达
-2855.000.00%

持仓列表

代码 / 名称持仓占比变动股份变动比例持股市值持股比例行业价格持仓日期文件来源
美光科技MU US
32.22%+481.14万+0.43%33.19亿0.43%电子690.0002026/06/3013F
闪迪SNDK US
20.36%+135.52万+0.95%20.97亿1.75%计算机835.0602026/06/3013F
Bloom EnergyBE US
10.66%-21.26万-0.07%10.98亿2.12%机械设备173.2402026/06/3013F
台积电TSM US
9.59%+262.66万+0.05%9.88亿0.05%电子375.4402026/06/3013F
NEBIUSNBIS US
5.57%+446.43万+1.63%5.74亿1.63%互联网与传媒129.4902026/06/3013F
CoreWeaveCRWV US
3.30%+30.16万+0.05%3.40亿1.36%计算机46.4002026/06/3013F
意法半导体STM US
3.15%+780.27万+0.87%3.24亿0.87%电子41.7202026/06/3013F
Riot PlatformsRIOT US
2.57%+559.79万+1.49%2.65亿4.56%非银金融16.7102026/06/3013F
太阳诱电6976 JP
2.44%-183.81万-1.39%2.52亿4.51%通信6674.02026/08/03交易所公告
Applied DigitalAPLD US
2.26%+190.62万+0.63%2.33亿5.09%计算机15.5502026/06/3013F
IREN LtdIREN US
1.99%-222.47万-0.56%2.05亿2.40%非银金融21.6402026/06/3013F
SharonAI HoldingsSHAZ US
1.69%+267.48万+7.47%1.74亿22.54%计算机21.8102026/09/15交易所公告
Core ScientificCORZ US
1.56%-1191.91万-3.71%1.60亿4.38%计算机11.7602026/08/04交易所公告
CleanSparkCLSK US
0.69%0.000.00%7058.78万4.78%非银金融6.1602026/06/3013F
Solaris Energy InfrastructureSEI US
0.61%+2.41万+0.04%6317.97万1.72%采掘57.7702026/06/3013F
Keel InfrastructureKEEL US
0.46%+657.56万+1.06%4774.48万4.28%计算机1.8702026/06/3013F
Bitdeer Technologies GroupBTDR US
0.19%0.000.00%1951.89万1.27%计算机6.0152026/06/3013F
HIVE Digital Technologies LtdHIVE CA
0.15%+574.22万+2.09%1540.86万3.33%非银金融2.5102026/06/3013F
WhiteFiberWYFI US
0.14%0.000.00%1490.44万4.52%计算机8.8802026/06/3013F
ProPetro HoldingPUMP US
0.12%+105.01万+0.85%1237.98万1.60%采掘6.3902026/06/3013F
T1 EnergyTE US
0.11%-510.00万-1.73%1178.45万1.66%机械设备2.3602026/06/3013F
威世科技VSH US
0.08%+37.50万+0.24%857.63万0.24%电子23.2802026/06/3013F
Babcock & Wilcox EnterprisesBW US
0.06%+67.36万+0.45%637.63万1.36%国防军工3.2502026/06/3013F
Cerebras SystemsCBRS US
0.01%+1.00万+0.00%85.41万0.00%电子89.6802026/06/3013F
显示 1–24 / 24 项

富途数据 · 最近同步 11/07 06:53 北京时间

数据来源：富途。持仓基于公开披露，不代表实时交易；“最新”可能包含不同披露日期，具体以每条记录的持仓日期及文件来源为准。