Stocks股票 / Tech / AAPL
Apple Inc. · Tech
AAPL US listed · USD美股 · 美元
Apple Inc. is an American multinational technology company headquartered in Cupertino, California, in Silicon Valley, and known for consumer electronics, software and online services.苹果公司是一家美国跨国科技公司，总部位于加利福尼亚州库比蒂诺的硅谷，以消费电子产品、软件和在线服务闻名。
Mega cap超大盘 · $4802B
Mixed profile混合特征
Tech
Dow 30道琼斯30S&P 500标普500
$326.59
-$7.15 · -2.14%
52w low52周低 $201high高 $335
Extended — don't chase; wait for a pullback过度拉升 — 勿追高；等待回撤
You missed the bottoming entry — the low already formed and price is now extended (momentum is fading — the daily momentum is already rolling over). Don't…已错过筑底入场——低点已经形成，目前价格已拉伸（动量正在衰竭——日线动量已开始掉头向下）。不要追高；等待回调至 10 日均线或下一个周期低点。若已持有则继续持有。
Engine read引擎解读 · 2026-07-21
Price chart价格图表
daily · interactive日线 · 可交互
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Candles, volume and moving averages — pan and zoom inside the chart.蜡烛图、成交量与均线 — 图内可缩放拖动。
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Technicals技术面
daily bars日线数据 · 2026-07-21Short-term Rising TrendLong-term Rising Trend
Momentum (RSI 14)动量（RSI 14）
64
Elevated偏高
vs 50-day average相对50日均线
+7.6% above上方
Uptrend intact趋势完好
vs 200-day average相对200日均线
+19.1% above上方
Long trend up长期向上
Trend strength (ADX)趋势强度（ADX）
27
Trending趋势中
Volatility波动率
98th percentile第98百分位
These readings feed the stance at the top — one source per number, refreshed nightly.以上读数构成页首的引擎立场 — 每个数字只有一个来源，每晚更新。
Earnings财务业绩
next report下次财报 2026-07-3010days to go天后公布
Estimates being raised — 9 analysts预期上调 — 9 位分析师
Beat expectations 4 quarters in a row连续 4 季度超预期
Post-earnings drift: +6.8% (20d)财报后漂移：+6.8%（20日）
EPS surprise vs consensus, last quarters每股收益相对预期的超预期幅度（近几个季度） · average平均 7.3%
Valuation估值
Expensive vs sector相对行业偏贵| Multiple指标 | AAPL | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 42.87x | 40.25 | |
| P/E (forward)市盈率（预测） | 33.9x | — | — |
| P/B市净率 | 54.45x | 5.91 | |
| P/S市销率 | 11.54x | 4.85 | |
| Earnings yield盈利收益率 | 2.33% | 2.18 | |
| FCF yield自由现金流收益率 | 2.06% | 3.07 | |
| Shareholder yield股东收益率 | 1.89% | 2.14 | |
| EV/EBITDA企业价值/EBITDA | 33.55x | 28.83 | |
| P/FCF市值/自由现金流 | 48.62x | 29.15 |
"Cheaper than" = share of sector peers trading richer on that multiple.「相对便宜」= 行业中该指标估值更高的同行占比。
Financials财务数据
fiscal years财年Revenue营业收入
5-yr growth5年复合增速 8.7%
Earnings per share每股收益
5-yr growth5年复合增速 17.9%
Free cash flow自由现金流
Gross margin毛利率
46.9%
Operating margin营业利润率
32.0%
Net margin净利率
26.9%
FCF margin自由现金流利润率
26.8%
Balance-sheet quality财务体质 8/9
Bankruptcy risk: safe zone破产风险：安全区
Return on equity股本回报率 127%
Clean稳健
Leverage杠杆
Net debt / EBITDA净债务/EBITDA0.38
Current ratio流动比率0.89
Capital allocation资本配置
Buybacks (TTM)回购（TTM）$90.7B
Stock-based comp股权薪酬$12.9B
Share count change (1y)股数变化（1年）-2.2%
Why is it moving为何波动
6 checks · nightly六项检查 · 每晚
News新闻
4 recent stories — mixed4 篇最新报道，多空参半
Sector / Theme行业/主题
Magnificent Seven theme — #18 of 46 themes「七巨头」主题 — 46 个主题中第 18 位
Macro宏观
Rate risk runs through its market / growth beta, not a distinct duration leg.其利率风险通过市场／成长beta体现，并无独立的久期暴露。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
AAPL RSI reached overboughtAAPL RSI进入超买
Options positioning期权持仓
as of last close截至上一收盘Market makers are net long gamma — price pinned near current level做市商净持有正伽玛，价格倾向于在当前水平附近震荡
Expected daily move预期日波动
±1.92%
Expected weekly move预期周波动
±4.29%
IV rankIV历史分位
93%
25d risk reversal25d风险逆转
-1.5%
Flow:资金流向： $827M premium traded; 63% 0DTE; 265 fresh positions; P/C 0.78; ~leans bullish (direction approx)成交权利金 $827M；0DTE占63%；265个新建仓；看跌看涨比 0.78；≈偏看涨（方向近似）
Skew: balanced偏斜：balanced
Call and put walls are plotted on the Trade levels ladder →看涨/看跌期权墙已标注在「交易点位」阶梯上 →
Ownership & smart money持仓与聪明钱
13FInsider activity:内部人动向： -$58.6M net (0 buyers, 5 sellers)-$58.6M 净值（0 买家，5 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | As of截至 |
|---|---|---|---|---|
| Viking Global (Halvorsen) | B | New position新建仓 | 2.5% | 2026-03-31 |
| Whale Rock Capital | A | New position新建仓 | 0.3% | 2026-03-31 |
| Soros Fund Management | B | Adding加仓 | 1.7% | 2026-03-31 |
| Berkshire Hathaway (Buffett) | B | Holding持有 | 22.0% | 2026-03-31 |
| Himalaya Capital (Li Lu) | D | Holding持有 | 0.9% | 2026-03-31 |
| Giverny Capital | C | Holding持有 | 0.1% | 2026-03-31 |
| Fairholme Capital (Berkowitz) | A | Holding持有 | 0.0% | 2026-03-31 |
| Polen Capital Management | B | trimtrim | 0.0% | 2026-03-31 |
Signal history信号历史
engine events引擎事件
UPTREND → NEARING A HIGH上涨趋势 → 接近高点
TAKE PROFITS. A daily bottoming setup did fire (swing low in, momentum turned up), but it's LATE — price is already extended above the cycle low (formed ~16 day(s) ago @ 275.15) and momentum is fading — the daily momentum is already rolling over. A momentum cross is a LAGGING confirmation: after a vertical run it only triggers once the move is mature, so the bottoming entry has already passed. This is a chase, not a fresh buy止盈。日线筑底形态确实已经触发（摆动低点出现、动量转向上行），但为时已晚——价格已显著高于周期低点（约 16 天前形成 @ 275.15）且动量正在衰竭——日线动量已开始掉头向下。动量交叉属于滞后确认：在垂直拉升之后，只有当走势已经成熟时才会触发，因此筑底入场早已错过。这是追高，而非新的买入
Jul 16, 2026
AAPL RSI reached overboughtAAPL RSI进入超买
RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $333.26.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$333.26。
Jul 15, 2026
BUY ZONE → UPTREND买入区 → 上涨趋势
HOLD持有
Jul 15, 2026
AAPL made a new 52-week highAAPL 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $327.50.价格创出52周新高 — 全市场关注的动量/趋势极值。$327.50。
Jul 13, 2026
AAPL made a new 52-week highAAPL 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $317.31.价格创出52周新高 — 全市场关注的动量/趋势极值。$317.31。
Jul 9, 2026
AAPL made a new 52-week highAAPL 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $316.22.价格创出52周新高 — 全市场关注的动量/趋势极值。$316.22。
Jul 8, 2026
BOTTOMING → BUY ZONE筑底中 → 买入区
BUY买入
Jul 6, 2026
BOTTOMING → BUY ZONE筑底中 → 买入区
BUY买入
Jul 2, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 2, 2026
AAPL took relative-strength leadershipAAPL 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $308.63.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$308.63。
Jul 2, 2026
AAPL daily MACD crossed upAAPL 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $308.63.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$308.63。
Showing the last 15 of显示最近15条，共 3619 signals条信号
Company profile公司档案
Apple Inc. is an American multinational technology company headquartered in Cupertino, California, in Silicon Valley, and known for consumer electronics, software and online services.苹果公司是一家美国跨国科技公司，总部位于加利福尼亚州库比蒂诺的硅谷，以消费电子产品、软件和在线服务闻名。
Style DNA — how it trades vs the market风格基因 — 相对市场的交易特征
Value价值
Below market低于市场
Profitability盈利能力
Above market高于市场
Quality质量
Below market低于市场
Investment资本投入
Below market低于市场
Shareholder payout股东回报
Below market低于市场
Low volatility低波动
Above market高于市场
Low market beta低市场敏感度
Below market低于市场
Earnings quality盈利质量
Above market高于市场
Short interest空头兴趣
Below market低于市场
Watch items — what could change the story关注项 — 可能改变故事的因素
- Receivables stretch
- Capital intensity rising
Recent news最新动态
US Stocks Rebound From Selloff as Nvidia, Other Chipmakers Rise
Bloomberg.com · 2026-07-20
Apple Market Cap Nears $5 Trillion as Nvidia Lead Narrows - AppleMagazine
AppleMagazine · 2026-07-20
U.S. Stocks Move Sharply | Is a New Wave of Price Hikes on the Horizon? Apple Faces Rising Costs, Shares Drop Over 2%
富途牛牛 · 2026-07-20
Apple’s iPhone 18 AI bet hides a pricing trap
thestreet.com · 2026-07-20
The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。
Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。
Statistics — full detail统计数据 — 完整明细
Valuation vs sector估值对比行业
| Multiple指标 | This stock本股 | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（静态） | 42.9× | 40.2× | 46% |
| P/E (forward)市盈率（预测） | 33.9× | — | — |
| Price / Book市净率 | 54.5× | 5.9× | 3% |
| Price / Sales市销率 | 11.5× | 4.8× | 15% |
| EV / EBITDAEV/EBITDA | 33.5× | 28.8× | 44% |
| Earnings yield盈利收益率 | 2.3% | 2.2% | 54% |
| Free-cash-flow yield自由现金流收益率 | 2.3% | 4.2% | 28% |
| Shareholder yield股东综合回报率 | 1.9% | 2.1% | 46% |
Relative strength相对强度
vs market, 1 month相对大盘（1个月）
74/100 — stronger than most强于多数
vs market, 3 months相对大盘（3个月）
82/100 — stronger than most强于多数
vs market, 6 months相对大盘（6个月）
77/100 — stronger than most强于多数
vs market, 12 months相对大盘（12个月）
79/100 — stronger than most强于多数
Rank in sector行业内排名
#79 / 184
0–100 percentile of total return vs all covered stocks.总回报在全部覆盖股票中的百分位（0–100）。
Price history价格历史
| Period周期 | This stock本股 | S&P 500标普500 |
|---|---|---|
| 1 Week近1周 | +2.9% | -0.9% |
| 1 Month近1月 | +9.6% | -0.6% |
| 3 Months近3月 | +22.8% | +5.4% |
| 6 Months近6月 | +32.1% | +8.6% |
| Year to date年初至今 | +20.7% | +8.9% |
| 1 Year近1年 | +55.3% | +19.2% |
| 3 Years近3年 | +72.5% | +69.9% |
| 5 Years近5年 | +130.4% | +82.2% |
Trading information交易信息
Beta vs market贝塔
0.84
Volatility rank波动率分位
98th pctile
Short interest空头占比
1.0% of float
Market cap市值
$4802B
EPS (trailing)每股收益
$7.62
Dividend yield股息率
0.32%
Off 52-week high距52周高点
-2.1%
Volume vs normal成交量相对平常
0.8×
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Financials — full detail财务数据 — 完整明细
Multi-year record多年财务记录
| 20202020 | 20212021 | 20222022 | 20232023 | 20242024 | 20252025 | |
|---|---|---|---|---|---|---|
| Revenue营业收入 | $274.5B | $365.8B | $394.3B | $383.3B | $391.0B | $416.2B |
| EPS每股收益 | $3.28 | $5.61 | $6.11 | $6.13 | $6.08 | $7.46 |
| Free cash flow自由现金流 | $73.4B | $93.0B | $111.4B | $99.6B | $108.8B | $98.8B |
| Gross margin毛利率 | 38.2% | 41.8% | 43.3% | 44.1% | 46.2% | 46.9% |
| Net margin净利率 | 20.9% | 25.9% | 25.3% | 25.3% | 24.0% | 26.9% |
| FCF margin自由现金流利润率 | 26.7% | 25.4% | 28.3% | 26.0% | 27.8% | 23.7% |
Latest fiscal year最近财年
Revenue (FY)营业收入（财年）
$416.2B
Gross profit毛利润
$195.2B
Net income净利润
$112.0B
Operating cash flow经营现金流
$111.5B
Total assets总资产
$379.3B
Shareholder equity股东权益
$88.2B
Long-term debt长期负债
$76.7B
Buybacks股票回购
$90.7B
Shares outstanding总股本
14.70B
Returns & growth回报与增长
Return on equity股本回报率
127.0%
Return on assets资产回报率
29.5%
Debt / assets负债/资产
20.2%
Revenue growth营收增速
+16.6%
Profit growth利润增速
+19.5%
Asset growth资产增速
+10.2%
Accounting quality checks会计质量检查
- Earnings quality: accruals trending up over 6 fiscal years — earnings increasingly not cash-backed盈利质量：应计利润在 6 个财年间走高——盈利的现金支撑减弱
- Working capital: receivables +147% vs sales +52% — receivables outpacing sales, revenue-quality risk营运资本：应收 +147% 对销售 +52%——应收快于销售，营收质量风险
- Pricing power: gross margin +8.7pts over 6 years定价能力：毛利率 6 年上升 8.7 个百分点
- Capital discipline: investment near the peer median资本纪律：投资力度接近同业中位
- Balance sheet: Altman Z 12.36 — safe zone资产负债表：Altman Z 12.36——安全区
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Technicals — full detail技术面 — 完整明细
Indicator readings指标读数
RSI (14-day)RSI（14日）
64
RSI (2-day)RSI（2日）
32
Trend strength (ADX)趋势强度（ADX）
27
Average daily range平均日波幅
2.5%
vs 20-day average相对20日均线
+6.4%
vs 50-day average相对50日均线
+7.6%
vs 200-day average相对200日均线
+19.1%
Golden cross (50>200)金叉（50>200）
in effect生效中
MACDMACD
above signal位于信号线上方
Timeframe alignment多周期共振
Daily日线
momentum up动能向上
3-day3日线
momentum up动能向上
Weekly周线
momentum up动能向上
Monthly月线
momentum up动能向上
When daily through monthly point the same way, moves carry further.当日线到月线方向一致时，行情往往更有延续性。
Volatility regime波动状态
Range state波幅状态
expanding — range opening up扩张中 — 波幅放大
Range width percentile波幅宽度分位
100/100
All tracked signals全部跟踪信号
| Signal信号 | State状态 | Age距今 |
|---|---|---|
| Golden Cross (7/35) | quiet静默 | 9d |
| Golden Cross (21/100) | quiet静默 | 79d |
| Golden Cross (50/200) | quiet静默 | 305d |
| Death Cross (7/35) | quiet静默 | 31d |
| Death Cross (21/100) | quiet静默 | 130d |
| Death Cross (50/200) | quiet静默 | 466d |
| MA Buy (7) | quiet静默 | 17d |
| MA Buy (21) | quiet静默 | 15d |
| MA Buy (35) | quiet静默 | 15d |
| MA Buy (100) | quiet静默 | 21d |
| MA Sell (7) | quiet静默 | 24d |
| MA Sell (21) | quiet静默 | 39d |
| MA Sell (35) | quiet静默 | 30d |
| MA Sell (100) | quiet静默 | 22d |
| Pivot Bottom | quiet静默 | 112d |
| Pivot Top | quiet静默 | 253d |
| RSI-14 Oversold Entry | quiet静默 | 22d |
| RSI-14 Overbought Entry | quiet静默 | 45d |
| RSI-21 Oversold Entry | quiet静默 | 22d |
| RSI-21 Overbought Entry | quiet静默 | 45d |
| Double Bottom (Short-term) | quiet静默 | 101d |
| Double Bottom (Long-term) | quiet静默 | 15d |
| Double Top (Short-term) | quiet静默 | 78d |
| Double Top (Long-term) | quiet静默 | 78d |
| Bollinger Breakout Up | quiet静默 | 11d |
| Bollinger Breakout Down | quiet静默 | 22d |
| Short-term Rising Trend | ● active● 活跃 | 0d |
| Short-term Falling Trend | quiet静默 | — |
| Long-term Rising Trend | ● active● 活跃 | 0d |
| Long-term Falling Trend | quiet静默 | — |
| Possible Runner (Momentum Breakout) | quiet静默 | 298d |
| 1-Day Return (cross-sectional rank → top/bottom gainers) | ● active● 活跃 | 0d |
| Strong 1-Day Move Flag | quiet静默 | — |
| Valuation cheapness percentile (0–1, higher = cheaper vs peers) | ● active● 活跃 | 0d |
| Undervalued — composite multiples in cheapest decile vs universe | quiet静默 | — |
| Overvalued — composite multiples in most expensive decile vs universe | ● active● 活跃 | 0d |
| Insider Power (0–100) — quality-weighted Form-4 open-market trades (role × size × recency); 50 = neutral | ● active● 活跃 | 0d |
| Insider Buy signal — fires when Insider Power ≥ 60 (net buying on quality-weighted basis) | quiet静默 | — |
| Insider Sell signal — fires when Insider Power ≤ 40 (net selling on quality-weighted basis) | ● active● 活跃 | 0d |
| Ichimoku — Price Above Cloud | ● active● 活跃 | 0d |
| Ichimoku — Price Below Cloud | quiet静默 | — |
| Ichimoku — Bullish TK Cross (Tenkan crosses above Kijun) | quiet静默 | 7d |
| Ichimoku — Bearish TK Cross (Tenkan crosses below Kijun) | quiet静默 | 25d |
| Ichimoku — Cloud Breakout Up (Price crosses above Kumo) | quiet静默 | 15d |
| Ichimoku — Cloud Breakdown (Price crosses below Kumo) | quiet静默 | 127d |
| Trend Ribbon — Uptrend State | ● active● 活跃 | 0d |
| Trend Ribbon — Downtrend State | quiet静默 | — |
| Trend Ribbon — Flip to Uptrend | quiet静默 | 16d |
| Trend Ribbon — Flip to Downtrend | quiet静默 | 101d |
| RSI Stack (7/14/21) — All Three Curling Up | quiet静默 | 2d |
| RSI Stack (7/14/21) — All Three Curling Down | quiet静默 | 3d |
| RSI Stack (7/14/21) — All Three at or Below 30 | quiet静默 | — |
| RSI Stack (7/14/21) — All Three at or Above 80 (reference band) | quiet静默 | — |
| Bollinger Upper Band Rejection (Wick above, Close below) | quiet静默 | 10d |
| Bollinger Lower Band Reclaim (Wick below, Close above) | quiet静默 | 21d |
| Bollinger Band Walk Up (Close above upper band ≥ 3 of last 5 bars) | quiet静默 | — |
| Bollinger Band Walk Down (Close below lower band ≥ 3 of last 5 bars) | quiet静默 | — |
| MACD bullish cross | quiet静默 | 15d |
| MACD bearish cross | quiet静默 | 44d |
| RSI crosses above 50 | quiet静默 | 16d |
| RSI crosses below 50 | quiet静默 | 25d |
| Stochastic-RSI bullish cross | quiet静默 | 21d |
| Stochastic-RSI bearish cross | quiet静默 | 3d |
| Bi-weekly Stochastic-RSI bullish cross | quiet静默 | 91d |
| Golden Star (7/35) — three-entity cross with price gate | quiet静默 | 597d |
| Golden Star (21/100) — three-entity cross with price gate | quiet静默 | 141d |
| Golden Star (50/200) — three-entity cross with price gate | quiet静默 | 13205d |
| Death Star (7/35) — bearish three-entity cross with price gate | quiet静默 | 128d |
| Death Star (21/100) — bearish three-entity cross with price gate | quiet静默 | 10885d |
| Death Star (50/200) — bearish three-entity cross with price gate | quiet静默 | — |
| New Golden Star — freshly fired Golden Star (7/35), age ≤ 1 trading day | quiet静默 | 595d |
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Earnings — full detail财务业绩 — 完整明细
Surprise history超预期历史
| Quarter季度 | Reported实际 | Expected预期 | Surprise超预期 |
|---|---|---|---|
| Mar 2026 | $2.01 | $1.92 | +4.7% |
| Dec 2025 | $2.84 | $2.65 | +7.2% |
| Sep 2025 | $1.85 | $1.73 | +6.9% |
| Jun 2025 | $1.57 | $1.42 | +10.6% |
Estimate revisions预期修正
Analysts covering覆盖分析师
9
Estimate direction预期调整方向
mostly raising多数上调
Estimate change, 90 days预期变化（90天）
+3.8%
Net upgrades, 30 days净上调（30天）
+7
Analyst view分析师观点
Forward P/E预测市盈率
33.9×
Profit margin净利率
27.2%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Options — full detail期权持仓 — 完整明细
Dealer positioning map做市商持仓地图
Call wall看涨期权墙
$350
Put wall看跌期权墙
$315
Upside magnet上方磁吸位
$330
Downside magnet下方磁吸位
$320
Net dealer gamma做市商净伽玛
+$0.8B
Walls and magnets are strikes with heavy open interest — price often slows or gravitates there.期权墙与磁吸位是未平仓集中的行权价 — 价格常在附近减速或被吸引。
Volatility pricing波动率定价
Implied volatility (30d)隐含波动率（30天）
0%
IV rank (1 year)IV历史分位
93/100
25-delta risk reversal25-delta风险逆转
-1.5%
Call-put IV spread看涨-看跌IV价差
+0.0pp
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Ownership — full detail持仓 — 完整明细
Tracked funds holding it跟踪基金持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | Position市值 |
|---|---|---|---|---|
| Viking Global (Halvorsen) | B | New position新建仓 | 2.5% | $912M |
| Whale Rock Capital | A | New position新建仓 | 0.3% | $25M |
| Soros Fund Management | B | Adding增持 | 1.7% | $127M |
| Berkshire Hathaway (Buffett) | B | Holding持有 | 22.0% | $57.8B |
| Himalaya Capital (Li Lu) | D | Holding持有 | 0.9% | $28M |
| Giverny Capital | C | Holding持有 | 0.1% | $4M |
| Fairholme Capital (Berkowitz) | A | Holding持有 | 0.0% | $609,096 |
| Polen Capital Management | B | Trimming减持 | 0.0% | $1M |
| Light Street Capital | B | Exited清仓 | 0.0% | $3M |
Fund positioning基金持仓概览
Tracked funds in the name持有该股的跟踪基金
9
Buying vs selling买入vs卖出
3 : 2
Quarterly trend季度趋势
{'direction': 'distributing', 'n_quarters': 14, 'holders_first': 5, 'holders_last': 0, 'holders_delta': -5, 'value_change_pct': -100.0, 'from_period': '2023-03-31', 'to_period': '2026-06-30', 'available_on': '', 'available_on_first': '2023-05-16', 'holders_series': [5, 5, 8, 6, 6, 11, 9, 8, 8, 7, 7, 7, 8, 0]}{'direction': 'distributing', 'n_quarters': 14, 'holders_first': 5, 'holders_last': 0, 'holders_delta': -5, 'value_change_pct': -100.0, 'from_period': '2023-03-31', 'to_period': '2026-06-30', 'available_on': '', 'available_on_first': '2023-05-16', 'holders_series': [5, 5, 8, 6, 6, 11, 9, 8, 8, 7, 7, 7, 8, 0]}
Insiders & shorts内部人与空头
Insider net buying (6 months)内部人净买入（6个月）
-$58.6M
Insider buyers vs sellers内部人买家vs卖家
0 : 5
Short interest空头占流通盘
1.0%
Days to cover回补天数
1.7
Short interest change空头变化
-2.6%
Recent fund flows近期基金流向
Roundhill Ball MetaverseRoundhill Ball Metaverse
trimming减持
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Seasonality — full detail季节性 — 完整明细
Strongest month最强月份
Jul · 100%
Weakest month最弱月份
Jan · 20%
Month by month逐月统计
| Month月份 | Closed higher收涨占比 | Median move中位涨跌 | Years年数 |
|---|---|---|---|
| Jan1月 | 20% | -4.1% | 5 |
| Feb2月 | 60% | +2.3% | 5 |
| Mar3月 | 40% | -3.9% | 5 |
| Apr4月 | 40% | -0.4% | 5 |
| May5月 | 50% | +4.7% | 6 |
| Jun6月 | 67% | +9.1% | 6 |
| Jul7月 | 100% | +6.5% | 6 |
| Aug8月 | 60% | +3.4% | 5 |
| Sep9月 | 40% | -6.9% | 5 |
| Oct10月 | 60% | +5.8% | 5 |
| Nov11月 | 80% | +5.1% | 5 |
| Dec12月 | 60% | +1.4% | 5 |
History is a tendency, not a promise — small samples wobble.历史规律只是倾向而非保证 — 样本少时波动大。
- Jul: +3.3% avg, up 63% of years (n=46)7月：平均 +3.3%，63% 的年份上涨（n=46）
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。