CVNA
Carvana CARVANA CO.
+1.63 (+2.50%)67.04USD2.4M成交股數49.6B市值7.9本益比(近四季)2.0股價營收比+52.4%營收年增(近四季)2026-10-28下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 2 · 1.5M · 1 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 41 · 28.8M · 6 |
| 其中 10b5-1 計畫賣出 | 39 筆 |
| 近 180 天 買進 · 賣出金額 | 1.5M · 57.8M |
| 近 180 天 淨額 | −56.3M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-14 | 09-17 | Taira Thomas | President, Special Projects | S 公開市場賣出(10b5-1) | 14.1K | 70.68 | 997K | 367K | SEC |
| 2026-09-14 | 09-17 | Taira Thomas | President, Special Projects | S 公開市場賣出(10b5-1) | 2.7K | 70.05 | 188K | 381K | SEC |
| 2026-09-01 | 09-03 | GARCIA ERNEST C. III | Chief Executive Officer | F 繳稅扣股 | 7.1K | 72.18 | 510K | 4.7M | SEC |
| 2026-09-01 | 09-03 | Palmer Stephen R | Vice President of Accounting | S 公開市場賣出(10b5-1) | 3.4K | 71.40 | 243K | 130K | SEC |
| 2026-09-01 | 09-03 | KEETON RYAN S. | Chief Brand Officer | F 繳稅扣股 | 2.9K | 72.18 | 208K | 430K | SEC |
| 2026-09-01 | 09-03 | JENKINS MARK W. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 37.4K | 71.36 | 2.7M | 1.2M | SEC |
| 2026-09-01 | 09-03 | GILL DANIEL J. | Chief Product Officer | F 繳稅扣股 | 7.7K | 72.18 | 556K | 1.0M | SEC |
| 2026-09-01 | 09-03 | BREAUX PAUL W. | See Remarks | F 繳稅扣股 | 4.5K | 72.18 | 322K | 426K | SEC |
| 2026-09-01 | 09-03 | Taira Thomas | President, Special Projects | F 繳稅扣股 | 3.9K | 72.18 | 285K | 384K | SEC |
| 2026-09-01 | 09-03 | Palmer Stephen R | Vice President of Accounting | S 公開市場賣出(10b5-1) | 1.6K | 71.88 | 115K | 129K | SEC |
| 2026-09-01 | 09-03 | HUSTON BENJAMIN E. | Chief Operating Officer | F 繳稅扣股 | 7.0K | 72.18 | 506K | 529K | SEC |
| 2026-09-01 | 09-03 | Palmer Stephen R | Vice President of Accounting | F 繳稅扣股 | 3.0K | 72.18 | 218K | 134K | SEC |
| 2026-09-01 | 09-03 | JENKINS MARK W. | Chief Financial Officer | M 選擇權執行 | 3.8K | 10.39 | 39K | 1.2M | SEC |
| 2026-09-01 | 09-03 | HUSTON BENJAMIN E. | Chief Operating Officer | S 公開市場賣出(10b5-1) | 29.5K | 71.36 | 2.1M | 499K | SEC |
| 2026-09-01 | 09-03 | JENKINS MARK W. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 26.3K | 71.83 | 1.9M | 1.1M | SEC |
| 2026-09-01 | 09-03 | JENKINS MARK W. | Chief Financial Officer | F 繳稅扣股 | 7.0K | 72.18 | 506K | 1.1M | SEC |
| 2026-09-01 | 09-03 | JENKINS MARK W. | Chief Financial Officer | M 選擇權執行 | 50.0K | 2.01 | 100K | 1.2M | SEC |
| 2026-09-01 | 09-03 | JENKINS MARK W. | Chief Financial Officer | M 選擇權執行 | 10.0K | 8.41 | 84K | 1.2M | SEC |
| 2026-09-01 | 09-03 | HUSTON BENJAMIN E. | Chief Operating Officer | S 公開市場賣出(10b5-1) | 20.5K | 71.83 | 1.5M | 479K | SEC |
| 2026-08-14 | 08-17 | QUAYLE J DANFORTH | Director | M 選擇權執行 | 14.5K | 3.00 | 44K | 229K | SEC |
| 2026-08-14 | 08-17 | PLATT IRA J. | Director | M 選擇權執行 | 15.0K | 3.00 | 45K | 201K | SEC |
| 2026-08-14 | 08-17 | QUAYLE J DANFORTH | Director | S 公開市場賣出(10b5-1) | 14.5K | 75.00 | 1.1M | 215K | SEC |
| 2026-08-14 | 08-17 | PLATT IRA J. | Director | S 公開市場賣出 | 15.0K | 75.50 | 1.1M | 186K | SEC |
| 2026-08-13 | 08-17 | PLATT IRA J. | Director | M 選擇權執行 | 15.0K | 3.00 | 45K | 201K | SEC |
| 2026-08-13 | 08-17 | PLATT IRA J. | Director | S 公開市場賣出 | 15.0K | 73.00 | 1.1M | 186K | SEC |
| 2026-08-03 | 08-04 | BREAUX PAUL W. | See Remarks | A 獲配股票 | 85.3K | – | – | 431K | SEC |
| 2026-08-03 | 08-04 | GARCIA ERNEST C. III | Chief Executive Officer | A 獲配股票 | 135K | – | – | 4.7M | SEC |
| 2026-08-03 | 08-04 | Palmer Stephen R | Vice President of Accounting | S 公開市場賣出(10b5-1) | 1.4K | 65.14 | 94K | 137K | SEC |
| 2026-08-03 | 08-04 | Palmer Stephen R | Vice President of Accounting | S 公開市場賣出(10b5-1) | 2.3K | 64.22 | 146K | 139K | SEC |
| 2026-08-03 | 08-04 | GILL DANIEL J. | Chief Product Officer | A 獲配股票 | 120K | – | – | 1.1M | SEC |
| 2026-08-03 | 08-04 | Palmer Stephen R | Vice President of Accounting | S 公開市場賣出(10b5-1) | 760 | 63.19 | 48K | 141K | SEC |
| 2026-08-03 | 08-04 | KEETON RYAN S. | Chief Brand Officer | A 獲配股票 | 56.7K | – | – | 432K | SEC |
| 2026-08-03 | 08-04 | Taira Thomas | President, Special Projects | A 獲配股票 | 80.5K | – | – | 388K | SEC |
| 2026-08-03 | 08-04 | JENKINS MARK W. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 24.3K | 64.08 | 1.6M | 1.2M | SEC |
| 2026-08-03 | 08-04 | JENKINS MARK W. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 22.9K | 64.93 | 1.5M | 1.2M | SEC |
| 2026-08-03 | 08-04 | JENKINS MARK W. | Chief Financial Officer | M 選擇權執行 | 50.0K | 2.01 | 100K | 1.2M | SEC |
| 2026-08-03 | 08-04 | JENKINS MARK W. | Chief Financial Officer | M 選擇權執行 | 3.8K | 10.39 | 39K | 1.2M | SEC |
| 2026-08-03 | 08-04 | JENKINS MARK W. | Chief Financial Officer | M 選擇權執行 | 10.0K | 8.41 | 84K | 1.2M | SEC |
| 2026-08-03 | 08-04 | Palmer Stephen R | Vice President of Accounting | S 公開市場賣出(10b5-1) | 520 | 65.82 | 34K | 137K | SEC |
| 2026-08-03 | 08-04 | HUSTON BENJAMIN E. | Chief Operating Officer | A 獲配股票 | 134K | – | – | 586K | SEC |
| 2026-08-03 | 08-04 | HUSTON BENJAMIN E. | Chief Operating Officer | S 公開市場賣出(10b5-1) | 15.9K | 65.06 | 1.0M | 541K | SEC |
| 2026-08-03 | 08-04 | JENKINS MARK W. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 7.9K | 63.17 | 502K | 1.2M | SEC |
| 2026-08-03 | 08-04 | HUSTON BENJAMIN E. | Chief Operating Officer | S 公開市場賣出(10b5-1) | 22.1K | 64.14 | 1.4M | 557K | SEC |
| 2026-08-03 | 08-04 | JENKINS MARK W. | Chief Financial Officer | A 獲配股票 | 134K | – | – | 1.2M | SEC |
| 2026-08-03 | 08-04 | HUSTON BENJAMIN E. | Chief Operating Officer | S 公開市場賣出(10b5-1) | 5.6K | 65.81 | 370K | 536K | SEC |
| 2026-08-03 | 08-04 | JENKINS MARK W. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 8.6K | 65.75 | 568K | 1.2M | SEC |
| 2026-08-03 | 08-04 | HUSTON BENJAMIN E. | Chief Operating Officer | S 公開市場賣出(10b5-1) | 6.3K | 63.18 | 399K | 579K | SEC |
| 2026-08-01 | 08-04 | Taira Thomas | President, Special Projects | F 繳稅扣股 | 3.9K | 62.36 | 246K | 307K | SEC |
| 2026-08-01 | 08-04 | GILL DANIEL J. | Chief Product Officer | F 繳稅扣股 | 7.7K | 62.36 | 481K | 930K | SEC |
| 2026-08-01 | 08-04 | Palmer Stephen R | Vice President of Accounting | F 繳稅扣股 | 3.0K | 62.36 | 189K | 142K | SEC |
| 2026-08-01 | 08-04 | GARCIA ERNEST C. III | Chief Executive Officer | F 繳稅扣股 | 7.1K | 62.36 | 441K | 4.6M | SEC |
| 2026-08-01 | 08-04 | BREAUX PAUL W. | See Remarks | F 繳稅扣股 | 4.5K | 62.36 | 278K | 346K | SEC |
| 2026-08-01 | 08-04 | KEETON RYAN S. | Chief Brand Officer | F 繳稅扣股 | 2.9K | 62.36 | 180K | 376K | SEC |
| 2026-08-01 | 08-04 | JENKINS MARK W. | Chief Financial Officer | F 繳稅扣股 | 7.0K | 62.36 | 438K | 1.0M | SEC |
| 2026-08-01 | 08-04 | HUSTON BENJAMIN E. | Chief Operating Officer | F 繳稅扣股 | 7.0K | 62.36 | 438K | 452K | SEC |
| 2026-07-31 | 08-04 | MAROONE MICHAEL E | Director | P 公開市場買進 | 21.2K | 61.69 | 1.3M | 165K | SEC |
| 2026-07-31 | 08-04 | MAROONE MICHAEL E | Director | P 公開市場買進 | 3.8K | 62.40 | 240K | 169K | SEC |
| 2026-07-01 | 07-02 | HUSTON BENJAMIN E. | Chief Operating Officer | S 公開市場賣出(10b5-1) | 2.6K | 65.23 | 167K | 506K | SEC |
| 2026-07-01 | 07-02 | HUSTON BENJAMIN E. | Chief Operating Officer | F 繳稅扣股 | 7.0K | 67.87 | 476K | 509K | SEC |
| 2026-07-01 | 07-02 | GILL DANIEL J. | Chief Product Officer | F 繳稅扣股 | 7.7K | 67.87 | 523K | 938K | SEC |
| 2026-07-01 | 07-02 | GARCIA ERNEST C. III | Chief Executive Officer | F 繳稅扣股 | 7.1K | 67.87 | 480K | 4.6M | SEC |
| 2026-07-01 | 07-02 | HUSTON BENJAMIN E. | Chief Operating Officer | S 公開市場賣出(10b5-1) | 3.7K | 66.06 | 243K | 503K | SEC |
| 2026-07-01 | 07-02 | Palmer Stephen R | Vice President of Accounting | S 公開市場賣出(10b5-1) | 280 | 65.13 | 18K | 150K | SEC |
| 2026-07-01 | 07-02 | KEETON RYAN S. | Chief Brand Officer | F 繳稅扣股 | 2.9K | 67.87 | 196K | 379K | SEC |
| 2026-07-01 | 07-02 | JENKINS MARK W. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 15.6K | 70.43 | 1.1M | 1.0M | SEC |
| 2026-07-01 | 07-02 | JENKINS MARK W. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 9.8K | 69.22 | 681K | 1.0M | SEC |
| 2026-07-01 | 07-02 | JENKINS MARK W. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 6.0K | 67.49 | 402K | 1.1M | SEC |
| 2026-07-01 | 07-02 | JENKINS MARK W. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 4.6K | 66.07 | 301K | 1.1M | SEC |
| 2026-07-01 | 07-02 | JENKINS MARK W. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 6.7K | 65.18 | 437K | 1.1M | SEC |
| 2026-07-01 | 07-02 | JENKINS MARK W. | Chief Financial Officer | M 選擇權執行 | 3.8K | 10.39 | 39K | 1.1M | SEC |
| 2026-07-01 | 07-02 | JENKINS MARK W. | Chief Financial Officer | M 選擇權執行 | 10.0K | 8.41 | 84K | 1.1M | SEC |
| 2026-07-01 | 07-02 | JENKINS MARK W. | Chief Financial Officer | M 選擇權執行 | 50.0K | 2.01 | 100K | 1.1M | SEC |
| 2026-07-01 | 07-02 | JENKINS MARK W. | Chief Financial Officer | F 繳稅扣股 | 7.0K | 67.87 | 476K | 1.0M | SEC |
| 2026-07-01 | 07-02 | JENKINS MARK W. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 21.1K | 68.14 | 1.4M | 1.1M | SEC |
| 2026-07-01 | 07-02 | HUSTON BENJAMIN E. | Chief Operating Officer | S 公開市場賣出(10b5-1) | 13.0K | 70.44 | 913K | 459K | SEC |
| 2026-07-01 | 07-02 | HUSTON BENJAMIN E. | Chief Operating Officer | S 公開市場賣出(10b5-1) | 8.2K | 69.22 | 568K | 472K | SEC |
| 2026-07-01 | 07-02 | HUSTON BENJAMIN E. | Chief Operating Officer | S 公開市場賣出(10b5-1) | 17.6K | 68.14 | 1.2M | 480K | SEC |
| 2026-07-01 | 07-02 | Palmer Stephen R | Vice President of Accounting | F 繳稅扣股 | 3.0K | 67.87 | 205K | 150K | SEC |
| 2026-07-01 | 07-02 | HUSTON BENJAMIN E. | Chief Operating Officer | S 公開市場賣出(10b5-1) | 5.0K | 67.49 | 340K | 497K | SEC |
| 2026-07-01 | 07-02 | BREAUX PAUL W. | See Remarks | F 繳稅扣股 | 4.5K | 67.87 | 302K | 350K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| Capital Research Global Investors | 63.4M | 4.2B | 新進 | 新進 |
| BlackRock, Inc. | 48.5M | 3.2B | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 45.6M | 3.0B | 新進 | 新進 |
| FMR LLC | 33.6M | 2.2B | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 32.2M | 2.1B | 新進 | 新進 |
| STATE STREET CORP | 29.4M | 1.9B | 新進 | 新進 |
| Capital International Investors | 23.3M | 1.5B | 新進 | 新進 |
| CAS Investment Partners, LLC | 22.6M | 1.5B | 新進 | 新進 |
| GREENOAKS LLC | 21.3M | 1.4B | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 16.7M | 1.1B | 新進 | 新進 |
| Capital World Investors | 14.2M | 935M | 新進 | 新進 |
| 維京環球 VIKING GLOBAL INVESTORS LP | 12.3M | 811M | 新進 | 新進 |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 11.7M | 768M | 新進 | 新進 |
| 孤松 LONE PINE CAPITAL LLC | 10.5M | 692M | 新進 | 新進 |
| Lingotto Investment Management LLP | 9.3M | 611M | 新進 | 新進 |
| SANDS CAPITAL MANAGEMENT, LLC | 8.5M | 557M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 8.6M | 549M | 新進 | 新進 |
| Invesco Ltd. | 7.6M | 501M | 新進 | 新進 |
| KPS Global Asset Management UK Ltd | 7.5M | 494M | 新進 | 新進 |
| Durable Capital Partners LP | 6.7M | 442M | 新進 | 新進 |
| MORGAN STANLEY | 6.4M | 419M | 新進 | 新進 |
| NORTHERN TRUST CORP | 6.2M | 406M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.5M | 365M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 5.2M | 345M | 新進 | 新進 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 5.1M | 337M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 814 +33 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 814 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 740M · 100.0% |
| 合計季末市值 | 42.1B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 65.9M |
|---|---|
| 與上期比 | +1.1% |
| 佔流通股數 | 8.91% |
| 日均成交量 | 9.1M |
| 回補天數 | 7.3 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 65.9M | +1.1% | 8.91% | 9.1M | 7.3 |
| 2026-08-14 | 65.2M | -8.5% | 8.82% | 8.2M | 8.0 |
| 2026-07-31 | 71.3M | -6.5% | 9.63% | 11.8M | 6.0 |
| 2026-07-15 | 76.2M | +3.9% | 10.30% | 9.1M | 8.4 |
| 2026-06-30 | 73.3M | -2.0% | 9.91% | 13.6M | 5.4 |
| 2026-06-15 | 74.8M | +3.6% | 10.11% | 10.0M | 7.5 |
| 2026-05-29 | 72.2M | -1.1% | 9.76% | 11.1M | 6.5 |
| 2026-05-15 | 73.0M | +426.3% | 9.87% | 10.9M | 6.7 |
| 2026-04-30 | 13.9M | -3.1% | 1.87% | 2.8M | 5.0 |
| 2026-04-15 | 14.3M | -7.6% | 1.93% | 2.6M | 5.4 |
| 2026-03-31 | 15.5M | +18.1% | 2.09% | 3.2M | 4.9 |
| 2026-03-13 | 13.1M | -1.0% | 1.77% | 2.7M | 4.9 |
| 2026-02-27 | 13.3M | -12.6% | 1.79% | 6.3M | 2.1 |
| 2026-02-13 | 15.2M | +2.2% | 2.05% | 3.8M | 4.0 |
| 2026-01-30 | 14.8M | -11.0% | 2.01% | 5.0M | 3.0 |
| 2026-01-15 | 16.7M | +3.4% | 2.25% | 3.0M | 5.6 |
| 2025-12-31 | 16.1M | +13.3% | 2.18% | 5.5M | 2.9 |
| 2025-12-15 | 14.2M | +3.8% | 1.92% | 4.9M | 2.9 |
| 2025-11-28 | 13.7M | +19.5% | 1.85% | 3.1M | 4.4 |
| 2025-11-14 | 11.5M | +6.2% | 1.55% | 3.2M | 3.6 |
| 2025-10-31 | 10.8M | +6.9% | 1.46% | 4.2M | 2.6 |
| 2025-10-15 | 10.1M | -15.1% | 1.37% | 2.5M | 4.1 |
| 2025-09-30 | 11.9M | -9.3% | 1.61% | 3.0M | 4.0 |
| 2025-09-15 | 13.1M | -4.4% | 1.77% | 2.2M | 6.0 |
| 2025-08-29 | 13.7M | +3.7% | 1.85% | 2.6M | 5.3 |
| 2025-08-15 | 13.2M | +4.3% | 1.79% | 2.9M | 4.6 |