Avanda Investment Management Pte. Ltd.
SINGAPORE U0 · SEC CIK 0001650258
$2.99亿2026Q2 申报市值
39持仓数
86.2%前十大占比 · 第一大 42.4%
20 / 6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
NVDA 加仓+$252.11万
NBIS 新建仓+$198.84万
MSFT 加仓+$164.13万
CRWV 新建仓+$163.25万
AVGO 加仓+$128.81万
2026Q2 卖出最多 按季末市值估算
SE 清仓-$1,353.99万
YUMC 清仓-$1,236.54万
MBB 重新持有-$686.39万
AMD 减仓-$238.17万
KLAR 清仓-$60.17万
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 |
|---|---|---|---|---|---|---|---|---|
| EWT | ISHARES INC 看涨期权 | $1.27亿 | 42.36% | 1,167,000 | 1,167,000 | — | $1.27亿 | 新建仓 |
| EWY | ISHARES INC 看涨期权 | $6,361.87万 | 21.26% | 315,100 | 315,100 | — | $6,361.87万 | 新建仓 |
| SOXX | ISHARES TR 看跌期权 | $3,460.10万 | 11.56% | 54,000 | 54,000 | — | $3,460.10万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $924.42万 | 3.09% | 46,200 | 12,600 | 37.5% | $252.11万 | 加仓 |
| AVGO | BROADCOM INC | $474.83万 | 1.59% | 12,570 | 3,410 | 37.2% | $128.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $461.05万 | 1.54% | 12,360 | 4,400 | 55.3% | $164.13万 | 加仓 |
| GOOGL | ALPHABET INC | $385.24万 | 1.29% | 10,780 | -220 | -2.0% | -$7.86万 | 减仓 |
| MBB | ISHARES TR | $378.08万 | 1.26% | 40,000 | -72,618 | -64.5% | -$686.39万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $349.93万 | 1.17% | 4,840 | 340 | 7.6% | $24.58万 | 加仓 |
| V | VISA INC | $308.78万 | 1.03% | 9,000 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $307.66万 | 1.03% | 7,100 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $283.61万 | 0.95% | 9,400 | -1,000 | -9.6% | -$30.17万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $240.09万 | 0.80% | 2,080 | 180 | 9.5% | $20.78万 | 加仓 |
| ASML | ASML HLDG NV | $226.80万 | 0.76% | 1,140 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $213.63万 | 0.71% | 15,300 | -900 | -5.6% | -$12.57万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $209.13万 | 0.70% | 3,600 | -4,100 | -53.2% | -$238.17万 | 减仓 |
| TXN | TEXAS INSTRS INC | $208.65万 | 0.70% | 7,000 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $207.58万 | 0.69% | 4,000 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $200.54万 | 0.67% | 4,000 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $198.84万 | 0.66% | 7,200 | 7,200 | — | $198.84万 | 新建仓 |
| AAPL | APPLE INC | $168.41万 | 0.56% | 5,820 | 2,920 | 100.7% | $84.49万 | 加仓 |
| META | META PLATFORMS INC | $164.48万 | 0.55% | 2,920 | 640 | 28.1% | $36.05万 | 加仓 |
| CRWV | COREWEAVE INC | $163.25万 | 0.55% | 16,400 | 16,400 | — | $163.25万 | 新建仓 |
| AMZN | AMAZON COM INC | $162.07万 | 0.54% | 6,800 | -500 | -6.8% | -$11.92万 | 减仓 |
| APH | AMPHENOL CORP | $128.71万 | 0.43% | 7,300 | 7,300 | — | $128.71万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $108.84万 | 0.36% | 6,370 | 6,370 | — | $108.84万 | 新建仓 |
| POWI | POWER INTEGRATIONS INC | $104.70万 | 0.35% | 12,500 | 12,500 | — | $104.70万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $101.85万 | 0.34% | 13,600 | 13,600 | — | $101.85万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $96.77万 | 0.32% | 4,800 | 4,800 | — | $96.77万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $90.35万 | 0.30% | 16,800 | 16,800 | — | $90.35万 | 新建仓 |
| GLW | CORNING INC | $84.29万 | 0.28% | 3,300 | 3,300 | — | $84.29万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $76.58万 | 0.26% | 8,100 | 8,100 | — | $76.58万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $67.95万 | 0.23% | 4,000 | 4,000 | — | $67.95万 | 新建仓 |
| COHR | COHERENT CORP | $59.17万 | 0.20% | 1,500 | 1,500 | — | $59.17万 | 新建仓 |
| CIEN | CIENA CORP | $58.87万 | 0.20% | 1,200 | 1,200 | — | $58.87万 | 新建仓 |
| CSCO | CISCO SYS INC | $58.73万 | 0.20% | 5,000 | 5,000 | — | $58.73万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $51.48万 | 0.17% | 600 | 600 | — | $51.48万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $50.50万 | 0.17% | 2,700 | 2,700 | — | $50.50万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $47.41万 | 0.16% | 3,200 | 3,200 | — | $47.41万 | 新建仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -163,506 | -100.0% | -$1,353.99万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -251,550 | -100.0% | -$1,236.54万 | 清仓 |
| KLAR | KLARNA GROUP PLC | $0 | 0.00% | 0 | -45,964 | -100.0% | -$60.17万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -15,208 | -100.0% | -$58.07万 | 清仓 |
| KSA | ISHARES TR | $0 | 0.00% | 0 | -14,719 | -100.0% | -$57.89万 | 清仓 |
| BEKE | KE HLDGS INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$5.99万 | 清仓 |