Trivest Advisors Ltd
Hong Kong K3 · SEC CIK 0001555623
$31.81亿2026Q2 申报市值
15持仓数
97.6%前十大占比 · 第一大 22.4%
4 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
STX 加仓+$5.11亿
WDC 加仓+$4.07亿
SNDK 加仓+$2.31亿
VXX 加仓+$2,262.02万
LRCX 加仓+$1,919.65万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$2.07亿
LITE 清仓-$1.49亿
TER 清仓-$1.35亿
BE 减仓-$5,799.73万
FUTU 清仓-$3,815.60万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -212,000 | -100.0% | -$1.49亿 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -456,800 | -100.0% | -$1.35亿 | 清仓 |
| FUTU | FUTU HOLDINGS LTD-ADR | $0 | 0.00% | 0 | -279,000 | -100.0% | -$3,815.60万 | 清仓 |
| ECHO | ECHOSTAR CORP-A | $0 | 0.00% | 0 | -241,000 | -100.0% | -$2,821.39万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -169,200 | -100.0% | -$2,300.61万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -360,000 | -100.0% | -$1,588.68万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -62,400 | -100.0% | -$1,486.43万 | 清仓 |
| MTSI | MACOM TECHNOLOGY SOLUTIONS H | $0 | 0.00% | 0 | -64,400 | -100.0% | -$1,430.13万 | 清仓 |
| TSLA | TESLA MOTORS INC | $0 | 0.00% | 0 | -36,000 | -100.0% | -$1,338.30万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$1,238.04万 | 清仓 |
| AMAT | APPLIED MATERIALS INC | $0 | 0.00% | 0 | -29,974 | -100.0% | -$1,024.48万 | 清仓 |
| TCOM | TRIP.COM GROUP LTD-ADR | $0 | 0.00% | 0 | -181,095 | -100.0% | -$901.67万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -18,450 | -100.0% | -$682.96万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -10,950 | -100.0% | -$542.86万 | 清仓 |
| RDW | REDWIRE CORP | $0 | 0.00% | 0 | -635,000 | -100.0% | -$539.75万 | 清仓 |
| TTMI | TTM TECHNOLOGIES | $0 | 0.00% | 0 | -31,500 | -100.0% | -$306.87万 | 清仓 |
| STM | STMICROELECTRONICS NV-NY SHS | $0 | 0.00% | 0 | -58,950 | -100.0% | -$203.67万 | 清仓 |
| — | ZEPP HEALTH CORP-ADR | $0 | 0.00% | 0 | -30,892 | -100.0% | -$36.92万 | 清仓 |
| SQQQ | PROSHARES ULTRAPRO SHORT QQQ HEDGEFUND | $1,419.36万 | 0.45% | 390,900 | 390,900 | — | $1,419.36万 | 新建仓 |
| META | META PLATFORMS INC | $1,532.15万 | 0.48% | 27,200 | 8,000 | 41.7% | $450.63万 | 加仓 |
| AMZN | AMAZON.COM INC | $1,548.26万 | 0.49% | 64,960 | -21,640 | -25.0% | -$515.77万 | 减仓 |
| QCOM | QUALCOMM INC | $1,570.71万 | 0.49% | 85,000 | 85,000 | — | $1,570.71万 | 新建仓 |
| ZM | ZOOM VIDEO COMMUNICATIONS-A | $1,577.75万 | 0.50% | 182,800 | 182,800 | — | $1,577.75万 | 新建仓 |
| CIFR | CIPHER DIGITAL INC | $1,622.39万 | 0.51% | 662,200 | 662,200 | — | $1,622.39万 | 新建仓 |
| VXX | IPATH SERIES B S&P 500 VIX HEDGEFUND | $2,944.60万 | 0.93% | 1,333,000 | 1,024,000 | 331.4% | $2,262.02万 | 加仓 |
| GOOG | ALPHABET INC-CL C | $5,087.95万 | 1.60% | 144,000 | 1,800 | 1.3% | $63.60万 | 加仓 |
| NVDA | NVIDIA CORP | $8,887.20万 | 2.79% | 444,160 | 84,160 | 23.4% | $1,683.96万 | 加仓 |
| BE | BLOOM ENERGY CORP- A | $2.39亿 | 7.50% | 788,400 | -191,600 | -19.6% | -$5,799.73万 | 减仓 |
| SNDK | SANDISK CORP | $2.70亿 | 8.50% | 118,865 | 101,665 | 591.1% | $2.31亿 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3.73亿 | 11.72% | 860,000 | 44,300 | 5.4% | $1,919.65万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $6.28亿 | 19.73% | 982,600 | 637,600 | 184.8% | $4.07亿 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $6.98亿 | 21.94% | 604,700 | -179,400 | -22.9% | -$2.07亿 | 减仓 |
| STX | SEAGATE TECHNOLOGY HOLDINGS | $7.12亿 | 22.38% | 737,780 | 529,780 | 254.7% | $5.11亿 | 加仓 |