美股开户者| 股票 | 代码 | 06/21 | 05/31 | 05/03 | 03/28 | 02/29 | 01/31 |
|---|---|---|---|---|---|---|---|
| e.l.f. Beauty | ELF | 20.0% | 20.9% | 17.9% | 20.1% | 21.5% | 20.3% |
| Axon | AXON | 17.6% | 16.6% | 18.7% | 15.6% | 15.6% | 15.3% |
| Nvidia | NVDA | 15.4% | 10.5% | 5.6% | - | 2.3% | 1.7% |
| Celsius | CELH | 10.8% | 16.5% | 17.6% | 17.7% | 17.6% | 13.2% |
| Crowdstrike | CRWD | 9.3% | 7.5% | 7.1% | 5.5% | 5.6% | 4.5% |
| Nu Holdings | NU | 5.9% | 4.4% | 2.9% | 3.7% | 3.8% | 3.7% |
SuperMicro  |
SMCI | 4.9% | - | - | - | - | - |
| TransMedics |
TMDX | 4.5% | - | - | - | - | - |
| Nextracker |
NXT | 4.0% | - | - | - | - | - |
| Monday | MNDY | 0.8% | 4.4% | 7.1% | 16.2% | 16.3% | 19.6% |
| Samsara | IOT | 0.6% | 13.9% | 16.5% | 15.6% | 14.6% | 19.5% |
| Beam Global | BEEM | - | - | - | 0.7% | 0.7% | - |
小评
- 这个月的绩效大致持平，
依照2024/05/31的持股比例，完全不换股持有至2024/06/21的前提，一个月左右的投资报酬率为 +0.56% - 八支持股中五支上涨、三支下跌，涨幅较大的为 Crowdstrike(+21.35%)、Nvida(+15.46%)，跌幅较大为 Celsius(-21.88%)、Samsara(-13.59%)
- 买进三支新的股票 SuperMicro、TransMedics、Nextracker
- 加码 Nvida (10.5% -> 15.4%)
- 减码 Celsius (16.5% -> 10.8%)、Samsara(13.9% -> 0.6%)、Monday(4.4% -> 0.8%)
未经允许不得转载：美股开户者 » Saul美股持股2024年6月汇总
