Ariose Capital Management Ltd
CENTRAL, HONG KONG K3 · SEC CIK 0001665925
$1.49亿2026Q1 申报市值
15持仓数
94.3%前十大占比 · 第一大 26.2%
10 / 10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
AXTI 新建仓+$3,906.12万
STX 新建仓+$3,784.40万
GLW 新建仓+$1,723.13万
VICR 新建仓+$1,171.89万
AAOI 新建仓+$879.74万
2026Q1 卖出最多 按季末市值估算
GOOGL 清仓-$6,868.67万
LITE 重新持有-$6,663.92万
NVDA 减仓-$5,533.71万
U 清仓-$4,083.88万
TER 清仓-$3,225.23万
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 |
|---|---|---|---|---|---|---|---|---|
| AXTI | AXT INC | $3,906.12万 | 26.23% | 685,524 | 685,524 | — | $3,906.12万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3,784.40万 | 25.41% | 96,600 | 96,600 | — | $3,784.40万 | 新建仓 |
| GLW | CORNING INC | $1,723.13万 | 11.57% | 126,729 | 126,729 | — | $1,723.13万 | 新建仓 |
| VICR | VICOR CORP | $1,171.89万 | 7.87% | 72,788 | 72,788 | — | $1,171.89万 | 新建仓 |
| DQ | DAQO NEW ENERGY CORP | $972.37万 | 6.53% | 457,155 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC | $879.74万 | 5.91% | 104,000 | 104,000 | — | $879.74万 | 新建仓 |
| NOK | NOKIA CORP | $480.86万 | 3.23% | 598,086 | 598,086 | — | $480.86万 | 新建仓 |
| SGML | SIGMA LITHIUM CORPORATION | $382.63万 | 2.57% | 310,076 | 310,076 | — | $382.63万 | 新建仓 |
| CCJ | CAMECO CORP | $374.27万 | 2.51% | 34,460 | 34,460 | — | $374.27万 | 新建仓 |
| URA | GLOBAL X FDS | $372.43万 | 2.50% | 76,900 | 76,900 | — | $372.43万 | 新建仓 |
| JOYY | JOYY INC | $249.19万 | 1.67% | 42,677 | -337,160 | -88.8% | -$1,968.68万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $195.65万 | 1.31% | 2,784 | -94,825 | -97.1% | -$6,663.92万 | 重新持有 |
| URNM | SPROTT FDS TR | $183.39万 | 1.23% | 29,040 | 29,040 | — | $183.39万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $146.50万 | 0.98% | 8,400 | -317,300 | -97.4% | -$5,533.71万 | 减仓 |
| — | YALLA GROUP LTD | $68.49万 | 0.46% | 109,934 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -218,887 | -100.0% | -$6,868.67万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -924,583 | -100.0% | -$4,083.88万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -166,627 | -100.0% | -$3,225.23万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -189,900 | -100.0% | -$1,780.50万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -13,300 | -100.0% | -$1,616.06万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -146,200 | -100.0% | -$941.82万 | 清仓 |
| — | NOVABRIDGE BIOSCIENCES | $0 | 0.00% | 0 | -1,363,515 | -100.0% | -$542.68万 | 清仓 |
| CAMT | CAMTEK LTD | $0 | 0.00% | 0 | -36,700 | -100.0% | -$390.29万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -33,212 | -100.0% | -$381.27万 | 清仓 |
| QFIN | QFIN HOLDINGS INC | $0 | 0.00% | 0 | -31,574 | -100.0% | -$60.84万 | 清仓 |