BRILLIANCE ASSET MANAGEMENT LTD
ADMIRALTY, HONG KONG K3 · SEC CIK 0001665751
$3.39亿2026Q2 申报市值
11持仓数
98.9%前十大占比 · 第一大 35.1%
2 / 7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
PDD 加仓+$6,543.41万
YMM 加仓+$2,927.55万
META 新建仓+$2,317.21万
TSM 加仓+$466.20万
KSPI 新建仓+$405.95万
2026Q2 卖出最多 按季末市值估算
ONTO 清仓-$3,975.04万
AS 清仓-$3,293.10万
GOOG 清仓-$1,849.56万
AMZN 减仓-$584.86万
FUTU 清仓-$569.02万
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 |
|---|---|---|---|---|---|---|---|---|
| PDD | PDD HOLDINGS INC | $1.19亿 | 35.12% | 1,562,304 | 857,815 | 121.8% | $6,543.41万 | 加仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $8,223.72万 | 24.23% | 10,127,735 | 3,605,355 | 55.3% | $2,927.55万 | 加仓 |
| BZ | KANZHUN LIMITED | $6,445.23万 | 18.99% | 5,007,947 | 27,817 | 0.6% | $35.80万 | 加仓 |
| META | META PLATFORMS INC | $2,317.21万 | 6.83% | 41,137 | 41,137 | — | $2,317.21万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $1,266.50万 | 3.73% | 34,511 | -11,395 | -24.8% | -$418.18万 | 减仓 |
| AMZN | AMAZON COM INC | $974.26万 | 2.87% | 40,877 | -24,539 | -37.5% | -$584.86万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $848.69万 | 2.50% | 17,771 | 9,762 | 121.9% | $466.20万 | 加仓 |
| — | LEXINFINTECH HLDGS LTD | $748.65万 | 2.21% | 3,800,265 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $407.70万 | 1.20% | 18,206 | -19,604 | -51.8% | -$439.01万 | 减仓 |
| KSPI | KASPI KZ JSC | $405.95万 | 1.20% | 46,855 | 46,855 | — | $405.95万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $379.32万 | 1.12% | 95,211 | 5,373 | 6.0% | $21.41万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -193,838 | -100.0% | -$3,975.04万 | 清仓 |
| AS | AMER SPORTS INC | $0 | 0.00% | 0 | -1,000,334 | -100.0% | -$3,293.10万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -64,476 | -100.0% | -$1,849.56万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -41,607 | -100.0% | -$569.02万 | 清仓 |
| ZTO | ZTO EXPRESS CAYMAN IN | $0 | 0.00% | 0 | -112,444 | -100.0% | -$283.02万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -73,389 | -100.0% | -$161.02万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -2,754 | -100.0% | -$34.55万 | 清仓 |