Holdings
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Import from file
Accepted: .md, .txt, .csv, .xlsx, .xls. One sheet per Excel file. Add .HK for Hong Kong tickers, .SS / .SZ for A-shares; US tickers need no suffix. Chinese public funds: enter the 6-digit fund code.
Current holdings
| Name | Ticker | Currency | Shares | Avg cost | Current value | Pricing | Broker |
|---|---|---|---|---|---|---|---|
| USD Cash | — | USD | 3728.0 | — | — | manual | Schwab |
| 现金 | CASH | CNY | 100.0 | — | — | manual | Foundersec |
| BOXX | BOXX | USD | 314.0 | 110.0 | — | auto | Schwab |
| MU-Bull-2X | MUU | USD | 455.0 | 23.99 | — | auto | Schwab |
| QQQ | QQQ | USD | 152.0 | 608.0 | — | auto | Schwab |
| VOO | VOO | USD | 66.0 | 580.0 | — | auto | Schwab |
| VOO | VOO | USD | 316.0 | 618.0 | — | auto | CHASE |
| 南方标普 | 513650.SS | CNY | 100.0 | 1.776 | — | auto | Foundersec |
| 国泰黄金 | 518800.SS | CNY | 100.0 | 9.28 | — | auto | Foundersec |
| 工银黄金 | 518660.SS | CNY | 100.0 | 9.28 | — | auto | Foundersec |
| E Fund Blue Chip | 110011 | CNY | 10.0 | 3.99 | — | auto | Alipay |
| 工银黄金 | 008142 | CNY | 100.0 | 1.9527 | — | auto | CMB |
| 招商纳斯达克 | 019547 | CNY | 100.0 | 1.117 | — | auto | CMB |
| AAOI | AAOI | USD | 130.0 | 130.0 | — | auto | Schwab |
| AAOI | AAOI | USD | 150.0 | 167.8 | — | auto | IBKR |
| ASML | ASML | USD | 40.0 | 1414.0 | — | auto | IBKR |
| Corning | GLW | USD | 41.0 | 146.95 | — | auto | Schwab |
| GOOGL | USD | 82.0 | 343.3 | — | auto | Schwab | |
| Lam-Rsrch | LRCX | USD | 15.0 | 295.4 | — | auto | Schwab |
| Oracle | ORCL | USD | 175.0 | 170.0 | — | auto | Schwab |
| Qualcomm | QCOM | USD | 100.0 | 191.65 | — | auto | IBKR |
| SK-Hyrix | SKHY | USD | 21.0 | 142.81 | — | auto | Schwab |
| SK-Hyrix | SKHY | USD | 10.0 | 154.33 | — | auto | IBKR |
| TSMC | TSM | USD | 500.0 | 370.0 | — | auto | Schwab |
| 腾讯科技 | 0700.HK | HKD | 200.0 | 536.0 | — | auto | Futu |
| 长城汽车 | 2333.HK | HKD | 8000.0 | 16.18 | — | auto | Futu |