BRILLIANCE ASSET MANAGEMENT LTD
ADMIRALTY, HONG KONG K3 · SEC CIK 0001665751
$3.39亿2026Q1 申报市值
16持仓数
94.8%前十大占比 · 第一大 21.2%
9 / 0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
BZ 新建仓+$6,668.39万
YMM 新建仓+$5,413.58万
AMZN 新建仓+$1,362.42万
PDD 加仓+$1,116.98万
FUTU 新建仓+$569.02万
2026Q1 卖出最多 按季末市值估算
AS 减仓-$5,954.47万
ONTO 减仓-$1,140.37万
GOOG 减仓-$429.89万
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 |
|---|---|---|---|---|---|---|---|---|
| PDD | PDD HOLDINGS INC | $7,198.47万 | 21.23% | 704,489 | 109,315 | 18.4% | $1,116.98万 | 加仓 |
| BZ | KANZHUN LIMITED | $6,668.39万 | 19.67% | 4,980,130 | 4,980,130 | — | $6,668.39万 | 新建仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $5,413.58万 | 15.97% | 6,522,380 | 6,522,380 | — | $5,413.58万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $3,975.04万 | 11.72% | 193,838 | -55,609 | -22.3% | -$1,140.37万 | 减仓 |
| AS | AMER SPORTS INC | $3,293.10万 | 9.71% | 1,000,334 | -1,808,771 | -64.4% | -$5,954.47万 | 减仓 |
| GOOG | ALPHABET INC | $1,849.56万 | 5.46% | 64,476 | -14,986 | -18.9% | -$429.89万 | 减仓 |
| AMZN | AMAZON COM INC | $1,362.42万 | 4.02% | 65,416 | 65,416 | — | $1,362.42万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $891.22万 | 2.63% | 45,906 | 9,778 | 27.1% | $189.83万 | 加仓 |
| — | LEXINFINTECH HLDGS LTD | $828.46万 | 2.44% | 3,800,265 | 198,673 | 5.5% | $43.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $659.41万 | 1.94% | 37,810 | 24,396 | 181.9% | $425.47万 | 重新持有 |
| FUTU | FUTU HLDGS LTD | $569.02万 | 1.68% | 41,607 | 41,607 | — | $569.02万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $447.30万 | 1.32% | 89,838 | 89,838 | — | $447.30万 | 新建仓 |
| ZTO | ZTO EXPRESS CAYMAN IN | $283.02万 | 0.83% | 112,444 | 112,444 | — | $283.02万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $270.66万 | 0.80% | 8,009 | 8,009 | — | $270.66万 | 新建仓 |
| U | UNITY SOFTWARE INC | $161.02万 | 0.47% | 73,389 | 73,389 | — | $161.02万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $34.55万 | 0.10% | 2,754 | 2,754 | — | $34.55万 | 新建仓 |