---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43096740.md"
description: "$Amazon(AMZN.US) sold off a small position to consolidate cash flow. In the short to medium term, focus on Microsoft and Google as core holdings; when Mr. Market corrects, merge into QQQM, thereby prioritizing index over individual platforms. Over time, I increasingly feel that beating the index is difficult, so finding balance is crucial.$Alphabet - C(GOOG.US)$Microsoft(MSFT.US)$Invesco Nasdaq 100 ETF(QQQM.US)"
datetime: "2026-07-30T23:22:55.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43096740.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43096740.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43096740.md)
author: "[大雪雪的交易员](https://longbridge.com/en/profiles/13227469.md)"
---

# $Amazon(AMZN.US) sold off a small position to cons…


### Related Stocks

- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [QQQM.US](https://longbridge.com/en/quote/QQQM.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)

## Comments (7)

- **跟顾神反着买 · 2026-07-31T00:42:31.000Z**: This round of index only fell by 11 points
  - **大雪雪的交易员** (2026-07-31T04:15:43.000Z): So the index position is not that high
- **飞AIRBUS做投资 · 2026-07-30T23:40:47.000Z**: I agree, it's really hard to beat the index.
  - **大雪雪的交易员** (2026-07-30T23:43:10.000Z): Yes, admitting that one is inferior to the index is correct. Many people know that buying the S&P and Nasdaq will definitely work, but few actually execute it. The reasons are 无非 short-term being 
  - **飞AIRBUS做投资** (2026-07-30T23:45:32.000Z): You need to learn to make peace with yourself, hahaha. With a large capital base, you can definitely short (sp) when qqqm crashes hard; collecting rent is quite good.
- **周树人的交易员 · 2026-07-30T23:38:38.000Z · 👍 1**: In the market, surviving longer is more important than thriving; finding balance is one of the key factors for longevity. 🙌🏻
- **大雪雪的交易员 · 2026-07-30T23:25:59.000Z**: done