UG Investment Advisers Ltd.
SINGAPORE U0 · SEC CIK 0001697814
$1.48亿2026Q1 申报市值
15持仓数
93.5%前十大占比 · 第一大 20.9%
4 / 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
LITE 新建仓+$751.95万
COHR 新建仓+$628.87万
ROG 新建仓+$574.89万
BZ 新建仓+$396.94万
2026Q1 卖出最多 按季末市值估算
BABA 减仓-$1.52亿
MU 减仓-$7,552.24万
QCOM 减仓-$3,838.87万
ALIBABA GROUP HL 减仓-$679.63万
AMKR 减仓-$142.58万
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 |
|---|---|---|---|---|---|---|---|---|
| BEKE | KE HLDGS INC | $808 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | SUPER MICRO COMPUTER INC | $79.48万 | 0.54% | 1,000,000 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $177.08万 | 1.20% | 39,326 | -31,663 | -44.6% | -$142.58万 | 减仓 |
| — | PROSHARES TR II | $304.79万 | 2.06% | 88,730 | -14,286 | -13.9% | -$49.07万 | 减仓 |
| BZ | KANZHUN LIMITED | $396.94万 | 2.68% | 296,444 | 296,444 | — | $396.94万 | 新建仓 |
| AVGO | BROADCOM INC | $404.25万 | 2.73% | 13,061 | -1,204 | -8.4% | -$37.27万 | 减仓 |
| ROG | ROGERS CORP | $574.89万 | 3.88% | 53,563 | 53,563 | — | $574.89万 | 新建仓 |
| COHR | COHERENT CORP | $628.87万 | 4.24% | 26,400 | 26,400 | — | $628.87万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $751.95万 | 5.08% | 10,700 | 10,700 | — | $751.95万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $950.18万 | 6.41% | 54,483 | 0 | 0.0% | — | 不变 |
| — | ALIBABA GROUP HLDG LTD | $1,690.93万 | 11.41% | 12,440,000 | -5,000,000 | -28.7% | -$679.63万 | 减仓 |
| QCOM | QUALCOMM INC | $1,814.33万 | 12.25% | 140,886 | -298,095 | -67.9% | -$3,838.87万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,867.08万 | 12.60% | 148,819 | -1,210,544 | -89.1% | -$1.52亿 | 减仓 |
| — | JD.COM INC | $2,084.88万 | 14.07% | 21,000,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $3,090.49万 | 20.86% | 91,478 | -223,545 | -71.0% | -$7,552.24万 | 减仓 |