阿帕卢萨 2020 Q2 美股持仓列表
持有证券数：37，总市值：0.06（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
BABA
|
阿里巴巴 |
3,375,000 |
0.01 |
12.64% |
加仓 |
+49% |
|
AMZN
|
亚马逊 |
225,000 |
0.01 |
10.78% |
减仓 |
-10% |
|
TMUS
|
T-Mobile US |
5,900,000 |
0.01 |
10.67% |
加仓 |
+666.2% |
|
META
|
Meta |
2,233,000 |
0.01 |
8.81% |
减仓 |
-7.5% |
|
MU
|
美光科技 |
9,350,000 |
0.00 |
8.37% |
加仓 |
+5.5% |
|
GOOG
|
谷歌C |
334,000 |
0.00 |
8.2% |
减仓 |
-7.5% |
|
T
|
美国电话电报 |
9,077,200 |
0.00 |
4.77% |
新进 |
— |
|
TWTR
|
Titter |
5,550,000 |
0.00 |
2.87% |
加仓 |
+0.4% |
|
V
|
维萨卡 |
840,000 |
0.00 |
2.82% |
新进 |
— |
|
MA
|
万事达 |
545,000 |
0.00 |
2.8% |
新进 |
— |
|
PYPLV
|
PayPal |
870,000 |
0.00 |
2.63% |
新进 |
— |
|
DIS
|
迪土尼 |
1,200,000 |
0.00 |
2.32% |
新进 |
— |
|
ETE
|
能源转换 |
15,120,103 |
0.00 |
1.87% |
减仓 |
-7.2% |
|
NFLX
|
奈飞 |
230,000 |
0.00 |
1.82% |
减仓 |
-9.8% |
|
SYY
|
西斯科 |
1,875,000 |
0.00 |
1.78% |
新进 |
— |
|
HCA
|
HCA控股 |
1,050,000 |
0.00 |
1.77% |
加仓 |
+268.4% |
|
CRM
|
Salesforce |
500,000 |
0.00 |
1.63% |
加仓 |
+7.4% |
|
ADBE
|
Adobe |
206,500 |
0.00 |
1.56% |
减仓 |
-7.4% |
|
EMR
|
艾驮生电气 |
1,400,000 |
0.00 |
1.51% |
新进 |
— |
|
PCG
|
太平洋煤气电力 |
8,943,659 |
0.00 |
1.38% |
减仓 |
-21.1% |
|
AVGO
|
博通 |
200,000 |
0.00 |
1.1% |
减仓 |
-14.2% |
|
MO
|
奥驰亚 |
1,550,000 |
0.00 |
1.06% |
新进 |
— |
|
MSFT
|
微软 |
277,500 |
0.00 |
0.98% |
加仓 |
+208.3% |
|
WFC
|
富国银行 |
1,900,000 |
0.00 |
0.84% |
加仓 |
+171.4% |
|
QCOM
|
高通 |
515,500 |
0.00 |
0.82% |
减仓 |
-7.5% |
|
GT
|
GOODYEAR TIRE & RUBBER CO /OH/ |
5,000,000 |
0.00 |
0.78% |
加仓 |
+48.5% |
|
SQ
|
Block |
403,793 |
0.00 |
0.74% |
新进 |
— |
|
UNH
|
联合健康 |
135,000 |
0.00 |
0.69% |
减仓 |
-46% |
|
BSX
|
波士顿科学 |
950,000 |
0.00 |
0.58% |
加仓 |
+726.1% |
|
AMLP
|
ALPS ETF TR |
1,118,000 |
0.00 |
0.48% |
新进 |
— |
|
VST
|
Vistra |
1,120,000 |
0.00 |
0.36% |
减仓 |
-7.4% |
|
WES
|
Western Midstream Partners, LP |
1,075,428 |
0.00 |
0.19% |
加仓 |
+172.2% |
|
TEN
|
TENNECO INC |
1,100,000 |
0.00 |
0.14% |
新进 |
— |
|
TSLA
|
特斯拉 |
7,000 |
0.00 |
0.13% |
减仓 |
-83.3% |
|
HUM
|
哈门那 |
14,000 |
0.00 |
0.09% |
减仓 |
-76.3% |
|
ENBL
|
Symbol not found |
463,670 |
0.00 |
0.04% |
新进 |
— |
|
872590112
|
T-MOBILE US INC |
1,550,000 |
0.00 |
0% |
新进 |
— |
|
AGN
|
艾尔建医疗 |
— |
— |
— |
清仓 |
-100% |
|
85207U105
|
SPRINT CORP |
— |
— |
— |
清仓 |
-100% |
|
00162Q866
|
ALPS ETF TR |
— |
— |
— |
清仓 |
-100% |
|
I
|
Intelsat S.A. Common Shares |
— |
— |
— |
清仓 |
-100% |
|
81369Y886
|
SELECT SECTOR SPDR TR |
— |
— |
— |
清仓 |
-100% |
|
45790VAB6
|
INTELSAT S A |
— |
— |
— |
清仓 |
-100% |
|
46138G508
|
INVESCO EXCHANGE-TRADED FD T |
— |
— |
— |
清仓 |
-100% |