Ariose Capital Management Ltd
CENTRAL, HONG KONG K3 · SEC CIK 0001665925
$2.34亿2026Q2 申报市值
19持仓数
83.2%前十大占比 · 第一大 22.1%
15 / 11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
SNDK 新建仓+$5,184.10万
AMD 新建仓+$2,324.05万
MRVL 新建仓+$2,216.30万
SOXX 新建仓+$1,674.11万
BWXT 新建仓+$1,393.30万
2026Q2 卖出最多 按季末市值估算
STX 减仓-$6,656.96万
AXTI 清仓-$3,906.12万
GLW 清仓-$1,723.13万
VICR 清仓-$1,171.89万
AAOI 清仓-$879.74万
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 |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | $5,184.10万 | 22.14% | 22,800 | 22,800 | — | $5,184.10万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,664.94万 | 11.38% | 27,616 | -68,984 | -71.4% | -$6,656.96万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,324.05万 | 9.93% | 40,007 | 40,007 | — | $2,324.05万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,216.30万 | 9.47% | 74,400 | 74,400 | — | $2,216.30万 | 新建仓 |
| SOXX | ISHARES TR | $1,674.11万 | 7.15% | 26,127 | 26,127 | — | $1,674.11万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,393.30万 | 5.95% | 71,580 | 71,580 | — | $1,393.30万 | 新建仓 |
| DQ | DAQO NEW ENERGY CORP | $1,277.37万 | 5.46% | 953,974 | 496,819 | 108.7% | $665.24万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,026.66万 | 4.38% | 14,200 | 14,200 | — | $1,026.66万 | 新建仓 |
| BIDU | BAIDU INC | $958.89万 | 4.10% | 83,900 | 83,900 | — | $958.89万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $755.15万 | 3.23% | 100,835 | 100,835 | — | $755.15万 | 新建仓 |
| VECO | VEECO INSTRS INC DEL | $725.00万 | 3.10% | 95,647 | 95,647 | — | $725.00万 | 新建仓 |
| POWI | POWER INTEGRATIONS INC | $557.66万 | 2.38% | 66,578 | 66,578 | — | $557.66万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $544.43万 | 2.33% | 11,400 | 11,400 | — | $544.43万 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $502.80万 | 2.15% | 280,582 | 280,582 | — | $502.80万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $502.27万 | 2.15% | 105,187 | 105,187 | — | $502.27万 | 新建仓 |
| SMTC | SEMTECH CORP | $469.22万 | 2.00% | 28,991 | 28,991 | — | $469.22万 | 新建仓 |
| SGML | SIGMA LITHIUM CORPORATION | $392.25万 | 1.68% | 310,076 | 0 | 0.0% | — | 不变 |
| JOYY | JOYY INC | $140.81万 | 0.60% | 21,338 | -21,339 | -50.0% | -$140.82万 | 减仓 |
| INTC | INTEL CORP | $105.31万 | 0.45% | 7,542 | 7,542 | — | $105.31万 | 新建仓 |
| AXTI | AXT INC | $0 | 0.00% | 0 | -685,524 | -100.0% | -$3,906.12万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -126,729 | -100.0% | -$1,723.13万 | 清仓 |
| VICR | VICOR CORP | $0 | 0.00% | 0 | -72,788 | -100.0% | -$1,171.89万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -104,000 | -100.0% | -$879.74万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -598,086 | -100.0% | -$480.86万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -34,460 | -100.0% | -$374.27万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -76,900 | -100.0% | -$372.43万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -2,784 | -100.0% | -$195.65万 | 清仓 |
| URNM | SPROTT FDS TR | $0 | 0.00% | 0 | -29,040 | -100.0% | -$183.39万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -8,400 | -100.0% | -$146.50万 | 清仓 |
| — | YALLA GROUP LTD | $0 | 0.00% | 0 | -109,934 | -100.0% | -$68.49万 | 清仓 |