• 黄金期货3,884.50▼2.90%
  • WTI原油88.75▲2.57%
  • 比特币BTC71,503.81▼4.03%
  • 标普5007,599.37▼0.26%
  • 道指52,409.99▼0.15%
  • 纳斯达克10028,274.47▼0.35%
  • 费城半导体10,491.12▼0.69%
  • 恒生指数24,008.55▼1.26%
CNBC · 可能延迟
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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
博通AVGO US
29.80%+49.16万+0.01%3.25亿0.03%电子364.5702025/06/3013F
Vistra EnergyVST US
22.46%+74.83万+0.22%2.45亿0.38%公用事业134.0502025/06/3013F
Core ScientificCORZ US
12.50%+347.25万+1.15%1.36亿2.64%计算机14.3752025/06/3013F
EQT能源EQT US
11.25%+115.59万+0.19%1.23亿0.36%采掘52.8802025/06/3013F
Constellation EnergyCEG US
9.37%+13.58万+0.04%1.02亿0.10%公用事业281.3202025/06/3013F
IREN LtdIREN US
8.54%+303.43万+1.18%9325.36万2.48%非银金融19.1302025/06/3013F
Applied DigitalAPLD US
6.08%+255.62万+1.05%6637.94万2.71%计算机16.9252025/06/3013F
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富途数据 · 最近同步 11/13 03:46 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。