美股开户者| 股票 | 代码 | 07/28 | 06/30 | 05/26 | 04/28 | 03/31 | 02/24 |
|---|---|---|---|---|---|---|---|
| Aehr Testing | AEHR | 18.4% | 15.5% | 10.6% | N/A | N/A | N/A |
| Samsara | IOT | 15.9% | 17.0% | 11.0% | 10.9% | 7.8% | N/A |
| Monday | MNDY | 15.0% | 15.0% | 14.9% | 14.0% | 16.7% | 18.4% |
| Global-e | GLBE | 13.5% | 13.5% | 11.8% | 11.9% | 8.6% | N/A |
| Trade Desk | TTD | 13.2% | 11.9% | 11.2% | 8.8% | N/A | N/A |
| Bill.com | BILL | 8.7% | 8.5% | 11.0% | N/A | N/A | 6.9% |
| Tesla | TSLA | 5.1% | 5.4% | N/A | N/A | N/A | N/A |
| Axon | AXON | 3.6% | N/A | N/A | N/A | N/A | N/A |
| Enphase | ENPH | 3.4% | 9.6% | 9.7% | 16.6% | 16.4% | N/A |
| Pure Storage | PSTG | 2.5% | N/A | N/A | N/A | N/A | N/A |
| Snowflake | SNOW | N/A | 2.2% | N/A | 8.3% | 16.0% | 24.0% |
| Zscaler | ZS | N/A | 0.5% | 7.4% | N/A | N/A | N/A |
| Sentinel | S | N/A | N/A | 12.5% | 11.2% | 10.8% | 14.1% |
| Cloudflare | NET | N/A | N/A | N/A | 12.3% | 16.6% | 16.0% |
| TransMedics | TMDX | N/A | N/A | N/A | N/A | 3.2% | 8.6% |
| Procore | PCOR | N/A | N/A | N/A | N/A | 3.1% | N/A |
| Datadog | DDOG | N/A | N/A | N/A | N/A | 0.9% | 12.0% |
小评
- 这个月的绩效还算不错，
依照2023/06/30的持股比例，完全不换股持有至2023/07/28的前提，一个月左右的投资报酬率为 7.08% - 持股有七支上涨、两支下跌，一支刚好持平，涨幅较大的为 Aehr Testing (+21.79%)、Trade Desk (+17.13%)，跌幅较大的为 Enphase (-7.85%)
- 持股变化不大
- 卖出 Snowflake、Zscaler，不过这两支股票本来持股就不多
- 买进少量的 Axon (3.6%)、Pure Storage (2.5%)，不过 Saul 自己都说他不确定会不会保留这两支股票
- 减码 Enphase (9.6% -> 3.4%)
未经允许不得转载：美股开户者 » Saul美股持股2023年7月汇总
