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Rule One Partners, LLC
特别关注No.3489 数据截至 2026Q2环比变动 Q1 2026
+$5.93亿+589.4%
| 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 |
|---|
| SSPDR标普500 ETFSPY |
| 76.71% | — | $5.32亿 | 71.9万股 | $0 | 0股 | +71.9万股 | 新买入 |
| IiShares安硕信托 |
| 6.11% | — | $4,239.0万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 NETFLIXNFLX |
| 4.31% | 36.77% | $2,988.1万 | 40.5万股 | $3,701.8万 | 38.5万股 | +2.0万股+5.19% | 加仓 |
| ZZOETISZTS |
| 2.6% | — | $1,805.6万 | 24.7万股 | $0 | 0股 | +24.7万股 | 新买入 |
 SPROUTS FMRS MKTSFM |
| 2.49% | 16.01% | $1,725.4万 | 21.1万股 | $1,612.0万 | 20.9万股 | +1,800股+0.86% | 加仓 |
 赛富时CRM |
| 2.25% | 16.13% | $1,563.5万 | 9.9万股 | $1,624.0万 | 8.7万股 | +1.2万股+13.79% | 加仓 |
 露露乐蒙LULU |
| 2.1% | 15.84% | $1,458.3万 | 12.8万股 | $1,595.3万 | 10.4万股 | +2.3万股+22.46% | 加仓 |
 POOLPOOL |
| 0.87% | 1.71% | $603.1万 | 2.9万股 | $172.0万 | 8,501股 | +2.0万股+235.27% | 加仓 |
 微软MSFT |
| 0.82% | — | $571.3万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| PPOOL CORPPOOL |
| 0.67% | — | $465.6万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 ZOETIS CL AZTS |
| 0.63% | — | $439.5万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 PAYPAL COMPYPL |
| 0.22% | 1.57% | $155.3万 | 3.5万股 | $158.3万 | 3.5万股 | 00.00% | 持仓不变 |
 耐克NKE |
| 0.22% | 0.11% | $153.5万 | 3.7万股 | $10.6万 | 2,001股 | +3.5万股+1,749.13% | 加仓 |
