美股开户者| 股票 | 代码 | 12/29 | 11/30 | 10/27 | 09/29 | 09/01 | 07/28 |
|---|---|---|---|---|---|---|---|
| Samsara | IOT | 21.9% | 16.7% | 17.7% | 18.6% | 18.5% | 15.9% |
| e.l.f. Beauty | ELF | 17.3% | 15.8% | 11.0% | - | - | - |
| Celsius | CELH | 15.7% | 15.6% | 8.0% | - | - | - |
| Monday | MNDY | 14.4% | 16.1% | 14.1% | 15.6% | 16.2% | 15.0% |
| Axon | AXON | 14.2% | 14.0% | 12.9% | 11.9% | 10.2% | 3.6% |
| Tesla | TSLA | 7.0% | 1.0% | 2.7% | - | - | 5.1% |
| Nvidia | NVDA | 6.8% | 7.8% | - | - | 2.5% | - |
| Zscaler | ZS | 0.5% | - | - | - | - | - |
| Trade Desk | TTD | - | 10.7% | 13.8% | 15.2% | 14.6% | 13.2% |
| Global-e | GLBE | - | - | 13.3% | 14.3% | 13.4% | 13.5% |
| Remitly | RELY | - | - | 4.3% | 3.1% | 2.6% | - |
| Aehr Testing | AEHR | - | - | - | 19.5% | 20.4% | 18.4% |
| Bill.com | BILL | - | - | - | - | - | 8.7% |
| Enphase | ENPH | - | - | - | - | - | 3.4% |
| Pure Storage | PSTG | - | - | - | - | - | 2.5% |
小评
- 这个月的绩效算相当不错，
依照2023/11/30的持股比例，完全不换股持有至2023/12/29的前提，一个月左右的投资报酬率为 11.83% - 九支持股中全数上涨，上涨较多的为 ELF(+22.23%)、Samsara(+21.21%)
- 持股变化：
- 卖出 Trade Desk
- 买进少量的 Zscaler(0.5%)
- 加码 Tesla(1.0% -> 7.0%)、Samsara(16.7% -> 21.9%)
未经允许不得转载：美股开户者 » Saul美股持股2023年12月汇总
