Investing.comCodex · 实盘不做把握 3/10
北京时间·🕒 发布 08:04:35时区推断·⟳ 抓取 08:06:03·⚡ 决策 07-23 08:21:50 +15m47s·96.4 天前
ARK披露买入SpaceX、Archer等并卖出Robinhood等持仓
这是ARK ETF日常调仓披露，不是被交易公司自身的订单、业绩或监管催化。
📄 原文Investing.com↗ 原文
Cathie Wood’s ARK sells Robinhood stock, buys SpaceX and Archer Aviation
Google nearly doubles AI infrastructure spending as Q2 tops estimates Cathie Wood’s ARK ETF published their daily trade…
不做 Robinhood（HOOD.US）
基金日常减持不是公司级实质利空，缺少可量化短周期基本面传导，不做。
不做 Archer Aviation（ACHR.US）
基金日常买入不是公司级订单或商业化催化，金额相对公司交易和市值不足以构成独立edge，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-22 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 这是ARK ETF日常调仓披露，不是被交易公司自身的订单、业绩或监管催化。
- 涉及金额相对HOOD、ACHR等上市公司市值和流动性缺乏短周期基本面传导。
主要风险
- Google AI基础设施支出标题与正文主体不一致，正文主要是ARK交易流水，信息结构不适合作为单名事件交易。
工具调用 · 历史记录,结果未知(1 种)
- list_mcp_resources · 结果未知
原文全文
展开原文 · 2,103 字
Google nearly doubles AI infrastructure spending as Q2 tops estimates
Cathie Wood’s ARK ETF published their daily trades for Wednesday, July 22, 2026, revealing significant moves in its portfolio. The standout transaction was the acquisition of 121,384 shares of Space Exploration Technologies Corp (SPCX) across multiple ETFs, amounting to a substantial investment of $14,995,779. This purchase continues ARK’s recent trend of accumulating shares in SpaceX, showcasing confidence in the company’s future prospects.
In a notable divestment, ARK sold 97,325 shares of Robinhood Markets Inc (NASDAQ:HOOD) for a total of $10,351,487. This follows a pattern of reducing its position in Robinhood over the past few days, indicating a strategic shift in ARK’s investment focus.
On the buying side, ARK also acquired 940,434 shares of Archer Aviation Inc (NYSE:ACHR), with a total value of $4,965,491. This purchase was spread across its ARKK, ARKQ, and ARKX ETFs, underscoring ARK’s interest in the electric vertical takeoff and landing (eVTOL) aircraft sector.
Additionally, ARK increased its holdings in Compass Pathways PLC (NASDAQ:CMPS) by purchasing 42,091 shares through its ARKG ETF, with a total investment of $512,668. This move aligns with ARK’s ongoing accumulation of shares in the mental health-focused biotech company.
On the selling front, ARK offloaded 40,062 shares of Iridium Communications Inc (NASDAQ:IRDM) for $1,892,528, continuing its recent trend of reducing exposure to this satellite communications firm.
In smaller trades, ARK bought 57,164 shares of Pony AI Inc (PONY) and 66,127 shares of Securitize Corp (SECZ), while selling 1,636 shares of Brera Holdings PLC (SLMT) and 26,006 shares of Strata Critical Medical Inc (SRTA).
These trades reflect ARK’s dynamic approach to investment, balancing its portfolio with strategic buys and sells in diverse sectors. Investors will be watching closely to see how these moves align with ARK’s long-term vision and market trends.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
Cathie Wood’s ARK ETF published their daily trades for Wednesday, July 22, 2026, revealing significant moves in its portfolio. The standout transaction was the acquisition of 121,384 shares of Space Exploration Technologies Corp (SPCX) across multiple ETFs, amounting to a substantial investment of $14,995,779. This purchase continues ARK’s recent trend of accumulating shares in SpaceX, showcasing confidence in the company’s future prospects.
In a notable divestment, ARK sold 97,325 shares of Robinhood Markets Inc (NASDAQ:HOOD) for a total of $10,351,487. This follows a pattern of reducing its position in Robinhood over the past few days, indicating a strategic shift in ARK’s investment focus.
On the buying side, ARK also acquired 940,434 shares of Archer Aviation Inc (NYSE:ACHR), with a total value of $4,965,491. This purchase was spread across its ARKK, ARKQ, and ARKX ETFs, underscoring ARK’s interest in the electric vertical takeoff and landing (eVTOL) aircraft sector.
Additionally, ARK increased its holdings in Compass Pathways PLC (NASDAQ:CMPS) by purchasing 42,091 shares through its ARKG ETF, with a total investment of $512,668. This move aligns with ARK’s ongoing accumulation of shares in the mental health-focused biotech company.
On the selling front, ARK offloaded 40,062 shares of Iridium Communications Inc (NASDAQ:IRDM) for $1,892,528, continuing its recent trend of reducing exposure to this satellite communications firm.
In smaller trades, ARK bought 57,164 shares of Pony AI Inc (PONY) and 66,127 shares of Securitize Corp (SECZ), while selling 1,636 shares of Brera Holdings PLC (SLMT) and 26,006 shares of Strata Critical Medical Inc (SRTA).
These trades reflect ARK’s dynamic approach to investment, balancing its portfolio with strategic buys and sells in diverse sectors. Investors will be watching closely to see how these moves align with ARK’s long-term vision and market trends.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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