美股APPS SQ CRWD 多 - 股票

By Isla
at 2021-05-06T22:36

Table of Contents

這周手上個股一起跳樓，一周總資產差不多跌了20%。滿痛的。我用這機會把FUBO跟HAAC清掉後放回主要持股

目前持股長這樣

APPS 32.3%
SQ 28%
CRWD 27.6%
PLTR 6.8%
DDOG 5.3%

現金約1%

一樣核心持股這三支沒賣只有加。最近在買房貸款程序的關係手上帳戶現金不能亂動（銀行說要等五月底交屋）今天只加了1%現金進去。已經可以預見到未來看覺得錯失好買點= =

另外我DDOG有選擇權跌很多，所以比例大幅下滑。核心三支都是持股。

唯一比例會可能會有變動的是 DDOG 等今天財報。

-----
Sent from JPTT on my iPhone

--

Tags: 股票

All Comments

By Andy
at 2021-05-07T15:54

abc大救我 QQ

By Hazel
at 2021-05-12T06:48

推推...但手頭沒現金可加碼了

By Genevieve
at 2021-05-16T09:14

abc大不撿現在價位的pltr嗎？價位很甜

By Hazel
at 2021-05-18T04:18

Ytd?

By Lily
at 2021-05-18T20:11

CRWD感覺可以撿XD 但我只有撿21的pltr 沒錢了

By Olive
at 2021-05-22T04:39

最近財報好爆死的一堆 CRWD會不會是下一個

By Zenobia
at 2021-05-25T06:32

大大apps會打算繼續加倉嗎QQ

By Gary
at 2021-05-25T13:19

我大pins 雙beat+亮麗指引被砍成智障

By Cara
at 2021-05-25T23:51

最近財報完都跳水

By Charlotte
at 2021-05-28T07:20

沒對帳單嘴巴跌20%真的痛嗎XD

By Hazel
at 2021-05-31T12:21

樓上又一個菜的

By Linda
at 2021-06-01T01:32

這持股這幾個月幾乎沒賺吧

By Joe
at 2021-06-06T01:16

成長股全崩,慘

By Hedda
at 2021-06-07T13:01

看來嘴到ntp信徒的心了嗎XDD

By Ula
at 2021-06-10T17:15

信徒？我承認我是啊 apps從24帶到破100 只有爽

By Heather
at 2021-06-11T14:07

99 apps= =

By Kumar
at 2021-06-14T17:11

少來了啦 abc大多少價位帶上來的

By Irma
at 2021-06-19T01:56

早就跟的都賺翻了
沒賺到錢就來好人推文底下哭笑死

By Liam
at 2021-06-19T14:52

殺成這樣SaaS是不是要倒了

By Hamiltion
at 2021-06-23T21:57

拜託ID先a一下再來笑人沒對帳單好嗎......

By Ida
at 2021-06-25T03:06

abc大大人這麼好已經沒得嫌棄了無償帶板友賺錢欸

By Annie
at 2021-06-28T23:27

感謝信心加持，第一次買美股先跌20%實在怕怕

By Zora
at 2021-07-02T01:29

99APPS

By Dorothy
at 2021-07-05T20:06

PLTR快破20了，還回得去嗎......

By Brianna
at 2021-07-06T00:36

可能要撐到加息了

By Leila
at 2021-07-08T08:21

看到ddog以為是狗狗幣

By Edward Lewis
at 2021-07-09T14:13

至少這些沒我大net frog慘...

By Vanessa
at 2021-07-13T15:45

FSLY虧錢虧到CFO跑路讓大家本夢比醒了

By Carolina Franco
at 2021-07-16T16:07

DDOG財報剉咧但

By Valerie
at 2021-07-21T10:05

SaaS全都猛跌真怕SQ今天財報也跌到爆炸

By Donna
at 2021-07-25T00:42

pins每天接每天跌QQ

By Oliver
at 2021-07-26T06:23

推

By Adele
at 2021-07-30T03:27

科技股連跌2個多月了不知道會跌到什麼時候

By Charlotte
at 2021-07-30T23:50

美股最近是怎樣...

By Vanessa
at 2021-08-02T05:10

先推再說

By Kumar
at 2021-08-04T20:48

SNOW 也暴跌，有波克夏罩也沒用

By Leila
at 2021-08-09T17:35

ddog最近天天跳樓 QQ

By Linda
at 2021-08-13T19:59

一堆科技股像準備下市一樣

By Blanche
at 2021-08-16T01:55

DDOG已經跌到狗吃屎認都認不得了。

By Emma
at 2021-08-17T15:23

科技股從二月崩到現在已經不知道怎樣玩了啊

By Genevieve
at 2021-08-20T17:09

哈哈真的來取個暖

By Madame
at 2021-08-21T06:36

我只能說很怪科技股跌超慘結果SPY越買越貴QQQ也沒
跌太多

By Wallis
at 2021-08-24T01:26

因為FAANG很罩，都跌本夢股

By Catherine
at 2021-08-24T10:21

綠角應該可以笑到最後選來選去不如無sp500買下去

By Ina
at 2021-08-29T02:41

最近手上持股真的跌到哭 saas的真的慘

By Cara
at 2021-09-02T20:24

99APPS QQ

By Yuri
at 2021-09-04T08:28

APPS是我的空倉頭號名單...

By Blanche
at 2021-09-06T05:37

apps是怎樣一直破底欸

By Dora
at 2021-09-10T10:21

慘慘欲哭無淚

By Sierra Rose
at 2021-09-12T21:55

軟件類股每天跌 apps會好到哪去... 攤平買吧

By Joe
at 2021-09-16T08:14

99open

By Joseph
at 2021-09-20T10:21

sq一直跌繼續擺沒三到五年不鬆手跟著abc大走

By Regina
at 2021-09-24T06:10

AMD 超跌半導體報到

By Valerie
at 2021-09-27T09:40

美股都買成長股賠爆唉唉

By Gilbert
at 2021-09-28T04:07

前三大持股：AMD MU SQ 通通暴死

By Lauren
at 2021-10-02T11:35

我覺得你以後會覺得幸好當初買房沒現金

By Anonymous
at 2021-10-06T23:26

美股這幾個月很難玩台股簡單多了

By Carolina Franco
at 2021-10-11T11:41

坐等SQ財報分析文

By Hedy
at 2021-10-13T17:17

99DDOG

By David
at 2021-10-14T10:57

請問abc大對升息有什麼看法?

By Erin
at 2021-10-16T05:56

升完息繼續漲啊有看過經濟成長股市長跌的?

By Hedy
at 2021-10-19T01:00

我apps受不了，決定賣到剩觀察倉等回穩再接回來QQ

By Eden
at 2021-10-20T21:18

SQ CRWD也是我的重倉但美股殺SaaS估值...要小心

By Adele
at 2021-10-24T06:39

與SQ同一天發布的奇景光電也繼續破底

By Olive
at 2021-10-28T01:37

推

By Poppy
at 2021-10-31T17:42

推PLTR價位不錯，以及CRWD的價位也不錯

By Damian
at 2021-10-31T19:37

每天都破盤價，今天價位不錯，明天亙不錯
明天更不錯

By Cara
at 2021-11-04T20:04

CRWD不錯類似的還有CHKP AVGO WFH趨勢帶動資安公司
的成長

By Poppy
at 2021-11-09T03:01

99apps

By Irma
at 2021-11-13T19:46

要有心抱到年底成長股資金大量轉移回來要有段時跆

By Connor
at 2021-11-14T01:40

買了APPS Call at $70 2022年到期等回檔

By Olga
at 2021-11-16T03:17

SQ本季毛利964M跟上季比多20% 超猛（上季烙賽就是
）我會繼續持有他等於淨利已經達到股價約4%

By Rachel
at 2021-11-16T05:21

春夏兩季美國疫情報復性實體消費應該會把Seller營
收再往上推不少

By Ingrid
at 2021-11-17T04:22

讚，感謝增加信心，繼續持有SQ

By Frederica
at 2021-11-17T06:10

DDOG NET大客戶數量激增

By James
at 2021-11-22T02:44

99 pltr

By Hamiltion
at 2021-11-22T13:52

apps你怎越跌越重倉啊...32趴好像比之前都高

By Tristan Cohan
at 2021-11-24T10:47

90跌到“現在60拼命查新聞也沒說有啥問題，感覺就
是最大問題...怕

By Odelette
at 2021-11-26T23:40

Apps一直沒止跌的跡象

By Callum
at 2021-11-29T11:01

DDOG剛盤後財報，優於預期，上漲中

By Joe
at 2021-12-04T02:51

SQ也是，營收和調整後每股收益均超出華爾街分析師
預期，盤後小漲

By Edwina
at 2021-12-08T12:23

來abc大這裡嘴的，你要不要先退500公尺以外再開始
說話？

By Candice
at 2021-12-13T01:12

持股都是高成長股XD

By Blanche
at 2021-12-16T20:21

雙beat 就能漲真好羨慕

By Yuri
at 2021-12-20T22:48

找人抬轎當神罵跟單賠錢活該這就是現在標的文水準

By Donna
at 2021-12-25T09:39

跟港股仙股操作一模模一樣樣就是養套殺

By Ina
at 2021-12-27T14:05

99 pltr

By Jake
at 2022-01-01T13:47

樓樓上是不是跟單賠錢很難怪 QQ

By Andrew
at 2022-01-02T05:59

難過

By Andrew
at 2022-01-02T23:23

pltr高位31開倉30.5加倉，三月初轉一半去haac,這什
操作看不懂
然後又砍haac

By Adele
at 2022-01-07T17:32

abc大分享的操作策略和觀念真的受用我也因此避開了
一些比較不好的操作這版上風氣有時不太好希望abc
大能繼續分享

By Hardy
at 2022-01-10T13:06

美股股本大到根本很難靠鄉民抬轎好嗎

By Elvira
at 2022-01-10T19:59

我前幾天倒是賣了大部分APPS 打算慢慢加進CRWD

By Lily
at 2022-01-13T11:18

APPS不是不看好但短時間內大量收購可能需要時間消化

By Rachel
at 2022-01-17T20:06

等確定這些收購變成足夠可觀的成長動能我再來投入

By Annie
at 2022-01-18T12:09

我也蠻好奇HAAC的操作

By Regina
at 2022-01-22T22:51

補CRWD了有點軟體股才是軟體工程師XD 雖然去年都靠
半導體的部位賺..

By Faithe
at 2022-01-26T13:02

推推

By George
at 2022-01-30T00:19

雖然投資是成敗論英雄，但噓文的真的有把一整系列
文看完嗎？難怪人都說酸民超多

By George
at 2022-02-02T18:01

想聽這次SQ Q1財報分析

By Jake
at 2022-02-06T20:32

SQ法說會看完了，這次資訊量是這兩年最多的。可以
看出這家公司領導層的創新能力。

By Sierra Rose
at 2022-02-08T12:55

大概有五個面向，我有空再寫。我認爲看完這法說會
很難不覺得前景一片光明。

By Kumar
at 2022-02-10T07:28

有講為什麼買 tidal嗎

By Mary
at 2022-02-13T17:19

美股到底怎麼抬轎啊賠錢賠到只能亂噓洩憤笑死

美股APPS SQ CRWD 多 - 股票

All Comments

Related Posts

美國4月ADP小非農新增就業74.2萬人遜預

特斯拉Q1中國營收飆2.3倍達30.43億美元

2609陽明目標價之我見-20年歷史數據分析

3228金麗科

5/6 FBX 持續再創新高！