13F 机构持仓

Krane Funds Advisors LLC

NEW YORK NY · SEC CIK 0001536592

2026Q22026Q1 更早 9 个季度 🔒
$28.21亿2026Q2 申报市值
185持仓数
63.3%前十大占比 · 第一大 15.6%
28 / 16新建仓 / 清仓
申报市值走势$28.21亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

PDD 15.6%
YMM 8.2%
TME 6.7%
BZ 6.3%
KCSH 6.0%
TAL 5.9%
VIPS 4.9%
KWEB 3.7%
SPY 3.6%
JOYY 2.5%

2026Q2 买入最多 按季末市值估算

TME 加仓+$3,890.90万
NVDA 加仓+$2,634.71万
GOOGL 加仓+$2,059.63万
META 加仓+$1,935.18万
MSFT 加仓+$1,850.18万

2026Q2 卖出最多 按季末市值估算

QFIN 减仓-$2,600.82万
TAL 减仓-$1,584.83万
VIPS 减仓-$1,466.27万
JOYY 减仓-$625.57万
ATHM 减仓-$548.67万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
JNJ JOHNSON & JOHNSON $89.70万0.03%3,532 30.1% $762 加仓
LEGN LEGEND BIOTECH CORP $90.94万0.03%31,488 -50-0.2% -$1,444 减仓
TTD THE TRADE DESK INC $103.60万0.04%57,300 17,20042.9% $31.10万 加仓
CPNG COUPANG INC $103.92万0.04%59,828 -6,607-9.9% -$11.48万 减仓
GOOG ALPHABET INC $112.92万0.04%3,196 -159-4.7% -$5.62万 减仓
BSX BOSTON SCIENTIFIC CORP $115.24万0.04%27,000 7,10035.7% $30.30万 加仓
LULU LULULEMON ATHLETICA INC $117.61万0.04%10,300 -1,900-15.6% -$21.69万 减仓
MELI MERCADOLIBRE INC $139.02万0.05%819 8111.0% $13.75万 加仓
SE SEA LTD $150.58万0.05%15,713 -4,292-21.5% -$41.13万 减仓
FICO FAIR ISAAC CORP $155.32万0.06%1,300 00.0% — 不变
WDAY WORKDAY INC $161.90万0.06%13,225 4,59953.3% $56.30万 加仓
ADBE ADOBE INC $165.04万0.06%8,050 1,89930.9% $38.93万 加仓
— KRANESHARES TRUST $170.47万0.06%75,000 75,000— $170.47万 新建仓
ISRG INTUITIVE SURGICAL INC $172.75万0.06%4,344 -400-8.4% -$15.91万 减仓
ALB ALBEMARLE CORP $184.38万0.07%13,655 -4,868-26.3% -$65.73万 减仓
SNPS SYNOPSYS INC $197.34万0.07%4,424 -5,206-54.1% -$232.22万 减仓
FSLR FIRST SOLAR INC $198.21万0.07%8,400 2002.4% $4.72万 加仓
UBER UBER TECHNOLOGIES INC $199.16万0.07%27,600 6,20029.0% $44.74万 加仓
SMCI SUPER MICRO COMPUTER INC $202.38万0.07%69,000 31,00081.6% $90.92万 加仓
DASH DOORDASH INC $211.31万0.07%11,451 3,69947.7% $68.26万 加仓
AZO AUTOZONE INC $223.72万0.08%700 20040.0% $63.92万 加仓
AUR AURORA INNOVATION INC $226.29万0.08%331,797 5,4901.7% $3.74万 加仓
ORLY OREILLY AUTOMOTIVE INC $227.48万0.08%24,702 5,49728.6% $50.62万 加仓
RIVN RIVIAN AUTOMOTIVE INC $316.28万0.11%182,296 58,09246.8% $100.79万 加仓
ON ON SEMICONDUCTOR CORP $347.91万0.12%36,800 36,800— $347.91万 新建仓
CRWD CROWDSTRIKE HLDGS INC $414.46万0.15%5,431 1,09925.4% $83.87万 加仓
FTNT FORTINET INC $469.92万0.17%30,590 6,59527.5% $101.31万 加仓
CRCL CIRCLE INTERNET GROUP INC $493.09万0.17%78,731 54,229221.3% $339.64万 加仓
ZS ZSCALER INC $632.46万0.22%44,808 36,109415.1% $509.68万 加仓
IOT SAMSARA INC $672.36万0.24%207,328 131,380173.0% $426.07万 加仓
NXPI NXP SEMICONDUCTORS N V $687.34万0.24%24,458 9,03558.6% $253.91万 加仓
ADI ANALOG DEVICES INC $711.37万0.25%17,911 8,33287.0% $330.92万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $713.05万0.25%26,220 -4,829-15.6% -$131.32万 减仓
ST SENSATA TECHNOLOGIES HLDG PL $719.45万0.26%150,702 64,30774.4% $307.00万 加仓
TWLO TWILIO INC $731.05万0.26%35,431 14,94573.0% $308.36万 加仓
RBC RBC BEARINGS INC $743.50万0.26%11,544 6,039109.7% $388.95万 加仓
APTV APTIV PLC $749.25万0.27%122,067 78,778182.0% $483.54万 加仓
CIEN CIENA CORP $749.62万0.27%15,281 7,717102.0% $378.57万 加仓
JBL JABIL INC $753.54万0.27%19,548 7,31259.8% $281.86万 加仓
CRM SALESFORCE INC $773.57万0.27%49,379 33,895218.9% $531.00万 加仓
TDY TELEDYNE TECHNOLOGIES INC $779.87万0.28%11,694 6,754136.7% $450.42万 加仓
MOG/A MOOG INC $787.37万0.28%18,577 8,15278.2% $345.51万 加仓
NOVT NOVANTA INC $788.24万0.28%48,585 23,24491.7% $377.11万 加仓
VRT VERTIV HOLDINGS CO $797.47万0.28%23,818 11,957100.8% $400.34万 加仓
RRX REGAL REXNORD CORPORATION $803.22万0.28%33,722 17,532108.3% $417.59万 加仓
APH AMPHENOL CORP $812.25万0.29%46,067 17,18559.5% $303.01万 加仓
TEM TEMPUS AI INC $833.50万0.30%143,881 104,769267.9% $606.93万 加仓
MBLY MOBILEYE GLOBAL INC $879.75万0.31%908,832 437,76592.9% $423.76万 加仓
MP MP MATERIALS CORP $890.55万0.32%158,999 65,52770.1% $367.02万 加仓
CRWV COREWEAVE INC $907.27万0.32%91,146 59,293186.1% $590.20万 加仓
NFLX NETFLIX INC. $908.29万0.32%127,211 89,601238.2% $639.75万 加仓
RBLX ROBLOX CORP $956.82万0.34%175,950 139,789386.6% $760.17万 加仓
SANM SANMINA CORP $981.29万0.35%38,774 38,774— $981.29万 新建仓
NTNX NUTANIX INC $1,009.37万0.36%198,071 198,071— $1,009.37万 新建仓
APLD APPLIED DIGITAL CORP $1,009.82万0.36%270,730 202,656297.7% $755.91万 加仓
NEE NEXTERA ENERGY INC $1,012.73万0.36%115,384 82,269248.4% $722.08万 加仓
TER TERADYNE INC $1,045.92万0.37%21,617 21,617— $1,045.92万 新建仓
WULF TERAWULF INC $1,078.45万0.38%436,619 268,560159.8% $663.34万 加仓
CDNS CADENCE DESIGN SYSTEM INC $1,115.30万0.40%29,716 23,181354.7% $870.03万 加仓
NET CLOUDFLARE INC $1,123.73万0.40%45,814 29,561181.9% $725.07万 加仓
ETN EATON CORP PLC $1,145.50万0.41%26,882 26,882— $1,145.50万 新建仓
ORCL ORACLE CORP $1,165.16万0.41%79,506 55,053225.1% $806.80万 加仓
GFS GLOBALFOUNDRIES INC $1,194.47万0.42%144,942 144,942— $1,194.47万 新建仓
HUT HUT 8 CORP $1,194.73万0.42%103,489 61,281145.2% $707.46万 加仓
RIOT RIOT PLATFORMS INC $1,199.04万0.43%437,926 275,600169.8% $754.59万 加仓
SNDK SANDISK CORP $1,254.64万0.44%5,518 5,2181,739.3% $1,186.43万 加仓
TEL TE CONNECTIVITY PLC $1,277.74万0.45%63,377 41,687192.2% $840.45万 加仓
FLEX FLEX LTD $1,305.55万0.46%80,555 34,72875.8% $562.84万 加仓
NOW SERVICENOW INC $1,352.05万0.48%136,186 93,132216.3% $924.61万 加仓
ANET ARISTA NETWORKS INC $1,368.86万0.49%80,578 47,919146.7% $814.05万 加仓
PLTR PALANTIR TECHNOLOGIES INC $1,391.15万0.49%119,238 93,209358.1% $1,087.47万 加仓
PANW PALO ALTO NETWORKS INC $1,553.48万0.55%45,554 26,810143.0% $914.27万 加仓
DDOG DATADOG INC $1,622.54万0.58%62,319 39,416172.1% $1,026.23万 加仓
MU MICRON TECHNOLOGY INC $1,670.03万0.59%14,468 8,703151.0% $1,004.58万 加仓
ARM ARM HOLDINGS PLC $1,710.30万0.61%48,236 30,786176.4% $1,091.58万 加仓
NBIS NEBIUS GROUP N.V. $1,799.94万0.64%65,175 33,249104.1% $918.24万 加仓
TXN TEXAS INSTRS INC $1,880.82万0.67%63,100 44,190233.7% $1,317.17万 加仓
SNOW SNOWFLAKE INC $1,985.28万0.70%78,007 61,885383.9% $1,574.97万 加仓
AVGO BROADCOM INC $2,191.03万0.78%58,002 36,917175.1% $1,394.54万 加仓
AAPL APPLE INC $2,425.01万0.86%83,806 59,949251.3% $1,734.68万 加仓
AMZN AMAZON COM INC $2,515.70万0.89%105,551 72,825222.5% $1,735.71万 加仓
WB WEIBO CORP $2,557.26万0.91%3,522,391 -297,904-7.8% -$216.28万 减仓
META META PLATFORMS INC $2,563.42万0.91%45,508 34,355308.0% $1,935.18万 加仓
ALAB ASTERA LABS INC $2,568.12万0.91%53,168 34,685187.7% $1,675.35万 加仓
MSFT MICROSOFT CORP $2,760.72万0.98%74,010 49,600203.2% $1,850.18万 加仓
AMD ADVANCED MICRO DEVICES INC $2,778.20万0.98%47,825 26,901128.6% $1,562.71万 加仓
GOOGL ALPHABET INC $2,790.09万0.99%78,073 57,633282.0% $2,059.63万 加仓
TSLA TESLA INC $3,215.91万1.14%76,460 43,642133.0% $1,835.58万 加仓
NVDA NVIDIA CORPORATION $4,317.10万1.53%215,758 131,676156.6% $2,634.71万 加仓
ATHM AUTOHOME INC $4,714.27万1.67%2,477,283 -288,317-10.4% -$548.67万 减仓
QFIN QFIN HOLDINGS INC $5,419.45万1.92%3,427,863 -1,645,050-32.4% -$2,600.82万 减仓
JOYY JOYY INC $7,133.93万2.53%1,081,062 -94,797-8.1% -$625.57万 减仓
SPY STATE STR SPDR S&P 500 ETF T $1.01亿3.58%135,100 14,10011.7% $1,052.95万 加仓
KWEB KRANESHARES TRUST $1.04亿3.70%4,548,900 387,7009.3% $888.45万 加仓
VIPS VIPSHOP HLDGS LTD $1.37亿4.85%10,317,325 -1,105,783-9.7% -$1,466.27万 减仓
TAL TAL ED GROUP $1.66亿5.88%17,323,005 -1,656,039-8.7% -$1,584.83万 减仓
KCSH KRANESHARES TRUST $1.68亿5.97%6,721,400 -120,000-1.8% -$300.66万 减仓
BZ KANZHUN LIMITED $1.78亿6.30%13,815,013 -412,554-2.9% -$530.96万 减仓
TME TENCENT MUSIC ENTMT GROUP $1.88亿6.67%22,543,908 4,659,75726.1% $3,890.90万 加仓
YMM FULL TRUCK ALLIANCE CO LTD $2.30亿8.16%28,352,796 -248,133-0.9% -$201.48万 减仓