• 黄金期货3,883.40▼2.93%
  • WTI原油88.47▲2.24%
  • 比特币BTC71,433.20▼4.13%
  • 标普5007,600.10▼0.25%
  • 道指52,419.21▼0.13%
  • 纳斯达克10028,275.16▼0.35%
  • 费城半导体10,487.21▼0.73%
  • 恒生指数24,008.55▼1.26%
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44.28%53.95亿
  • 计算机30.59%37.28亿
  • 机械设备11.14%13.58亿
  • 互联网与传媒5.73%6.98亿
  • 非银金融5.15%6.28亿
  • 其他3.11%--

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+0.03%

减仓

股票变动股数变动比例
CORZCore Scientific
-1191.91万-3.70%
TET1 Energy
-510.00万-1.73%
6976太阳诱电
-183.81万-1.38%
IRENIREN Ltd
-222.47万-0.52%
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
32.26%+481.14万+0.43%39.31亿0.43%电子793.3352026/06/3013F
闪迪SNDK US
20.41%+135.52万+0.95%24.88亿1.75%计算机929.2152026/06/3013F
Bloom EnergyBE US
11.06%-21.26万-0.07%13.47亿2.12%机械设备203.3302026/06/3013F
台积电TSM US
8.95%+262.66万+0.05%10.90亿0.05%电子406.1252026/06/3013F
NEBIUSNBIS US
5.73%+446.43万+1.63%6.98亿1.63%互联网与传媒126.1102026/06/3013F
CoreWeaveCRWV US
3.68%+30.16万+0.05%4.49亿1.36%计算机55.6502026/06/3013F
意法半导体STM US
2.97%+780.27万+0.87%3.62亿0.87%电子46.3802026/06/3013F
Riot PlatformsRIOT US
2.63%+559.79万+1.49%3.21亿4.56%非银金融18.0952026/06/3013F
Applied DigitalAPLD US
2.30%+190.62万+0.63%2.80亿5.09%计算机16.8352026/06/3013F
太阳诱电6976 JP
2.29%-183.81万-1.38%2.79亿4.48%通信7151.02026/08/03交易所公告
SharonAI HoldingsSHAZ US
1.71%+267.48万+7.47%2.08亿22.54%计算机24.3782026/09/15交易所公告
Core ScientificCORZ US
1.67%-1191.91万-3.70%2.03亿4.37%计算机14.3152026/08/04交易所公告
IREN LtdIREN US
1.66%-222.47万-0.52%2.03亿2.23%非银金融19.0202026/06/3013F
CleanSparkCLSK US
0.72%0.000.00%8717.29万4.78%非银金融6.8352026/06/3013F
Solaris Energy InfrastructureSEI US
0.62%+2.41万+0.03%7496.96万1.63%采掘65.1452026/06/3013F
Keel InfrastructureKEEL US
0.47%+657.56万+1.06%5673.82万4.28%计算机1.9502026/06/3013F
Bitdeer Technologies GroupBTDR US
0.20%0.000.00%2433.41万1.27%计算机6.0952026/06/3013F
WhiteFiberWYFI US
0.15%0.000.00%1861.65万4.52%计算机10.1502026/06/3013F
HIVE Digital Technologies LtdHIVE CA
0.14%+574.22万+2.09%1687.00万3.33%非银金融2.3602026/06/3013F
ProPetro HoldingPUMP US
0.11%+105.01万+0.85%1380.11万1.60%采掘7.4052026/06/3013F
威世科技VSH US
0.09%+37.50万+0.24%1082.44万0.24%电子28.1802026/06/3013F
T1 EnergyTE US
0.09%-510.00万-1.73%1075.55万1.66%机械设备2.0482026/06/3013F
Babcock & Wilcox EnterprisesBW US
0.09%+67.36万+0.45%1039.07万1.36%国防军工4.8852026/06/3013F
Cerebras SystemsCBRS US
0.01%+1.00万+0.00%101.20万0.00%电子100.1102026/06/3013F
显示 1–24 / 24 项

富途数据 · 最近同步 11/13 03:39 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。