Avanda Investment Management Pte. Ltd.
SINGAPORE U0 · SEC CIK 0001650258
$6,313.55万2026Q1 申报市值
24持仓数
77.5%前十大占比 · 第一大 21.4%
3 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVDA 加仓+$183.12万
AMZN 新建仓+$152.04万
META 新建仓+$130.45万
AMD 加仓+$97.65万
AVGO 加仓+$85.42万
2026Q1 卖出最多 按季末市值估算
LIN 减仓-$451.14万
YUMC 减仓-$396.70万
PTC 清仓-$319.05万
V 减仓-$306.02万
GOOGL 减仓-$258.80万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MBB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTC | PTC INC | $0 | 0.00% | 0 | -18,314 | -100.0% | -$319.05万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -4,075 | -100.0% | -$233.79万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -20,444 | -100.0% | -$174.29万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -13,269 | -100.0% | -$166.95万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -2,350 | -100.0% | -$120.05万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -4,100 | -100.0% | -$70.13万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -8,200 | -100.0% | -$69.68万 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -5,100 | -100.0% | -$55.75万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -2,336 | -100.0% | -$8.54万 | 清仓 |
| BEKE | KE HLDGS INC | $5.99万 | 0.09% | 4,000 | -26,700 | -87.0% | -$39.97万 | 减仓 |
| KSA | ISHARES TR | $57.89万 | 0.92% | 14,719 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $58.07万 | 0.92% | 15,208 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC | $60.17万 | 0.95% | 45,964 | 45,964 | — | $60.17万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $64.19万 | 1.02% | 1,900 | -1,100 | -36.7% | -$37.16万 | 减仓 |
| INTC | INTEL CORP | $71.49万 | 1.13% | 16,200 | -3,900 | -19.4% | -$17.21万 | 减仓 |
| AAPL | APPLE INC | $73.60万 | 1.17% | 2,900 | 300 | 11.5% | $7.61万 | 加仓 |
| META | META PLATFORMS INC | $130.45万 | 2.07% | 2,280 | 2,280 | — | $130.45万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $135.90万 | 2.15% | 7,000 | -5,000 | -41.7% | -$97.07万 | 减仓 |
| ASML | ASML HLDG NV | $150.57万 | 2.38% | 1,140 | 440 | 62.9% | $58.12万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $151.70万 | 2.40% | 7,100 | 2,400 | 51.1% | $51.28万 | 加仓 |
| AMZN | AMAZON COM INC | $152.04万 | 2.41% | 7,300 | 7,300 | — | $152.04万 | 新建仓 |
| KLAC | KLA CORP | $153.13万 | 2.43% | 1,040 | 440 | 73.3% | $64.79万 | 加仓 |
| AMAT | APPLIED MATLS INC | $153.81万 | 2.44% | 4,500 | 1,300 | 40.6% | $44.43万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $156.64万 | 2.48% | 7,700 | 4,800 | 165.5% | $97.65万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $196.61万 | 3.11% | 4,000 | -2,000 | -33.3% | -$98.31万 | 减仓 |
| LIN | LINDE PLC | $198.30万 | 3.14% | 4,000 | -9,100 | -69.5% | -$451.14万 | 减仓 |
| V | VISA INC | $272.02万 | 4.31% | 9,000 | -10,125 | -52.9% | -$306.02万 | 减仓 |
| AVGO | BROADCOM INC | $283.51万 | 4.49% | 9,160 | 2,760 | 43.1% | $85.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $294.66万 | 4.67% | 7,960 | 1,960 | 32.7% | $72.55万 | 加仓 |
| GOOGL | ALPHABET INC | $316.32万 | 5.01% | 11,000 | -9,000 | -45.0% | -$258.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $585.98万 | 9.28% | 33,600 | 10,500 | 45.5% | $183.12万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $1,236.54万 | 19.59% | 251,550 | -80,700 | -24.3% | -$396.70万 | 减仓 |
| SE | SEA LTD | $1,353.99万 | 21.45% | 163,506 | 0 | 0.0% | — | 不变 |