UG Investment Advisers Ltd.
SINGAPORE U0 · SEC CIK 0001697814
$1.03亿2026Q2 申报市值
10持仓数
100.0%前十大占比 · 第一大 26.6%
3 / 8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
ORCL 新建仓+$2,738.01万
SPCX 新建仓+$1,293.62万
BABA 加仓+$614.23万
NVDA 加仓+$418.75万
PROSHARES TR II 加仓+$226.94万
2026Q2 卖出最多 按季末市值估算
MU 清仓-$3,090.49万
QCOM 清仓-$1,814.33万
ALIBABA GROUP HL 清仓-$1,690.93万
JD.COM INC 减仓-$1,179.88万
LITE 清仓-$751.95万
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $2,738.01万 | 26.55% | 186,831 | 186,831 | — | $2,738.01万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2,042.60万 | 19.81% | 212,815 | 63,996 | 43.0% | $614.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,508.90万 | 14.63% | 75,411 | 20,928 | 38.4% | $418.75万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,293.62万 | 12.55% | 75,712 | 75,712 | — | $1,293.62万 | 新建仓 |
| — | JD.COM INC | $884.91万 | 8.58% | 9,000,000 | -12,000,000 | -57.1% | -$1,179.88万 | 减仓 |
| ROG | ROGERS CORP | $876.99万 | 8.51% | 53,563 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR II | $415.85万 | 4.03% | 195,325 | 106,595 | 120.1% | $226.94万 | 加仓 |
| BZ | KANZHUN LIMITED | $381.52万 | 3.70% | 296,444 | 0 | 0.0% | — | 不变 |
| — | SUPER MICRO COMPUTER INC | $92.63万 | 0.90% | 1,000,000 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $76.07万 | 0.74% | 9,973 | 9,973 | — | $76.07万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -91,478 | -100.0% | -$3,090.49万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -140,886 | -100.0% | -$1,814.33万 | 清仓 |
| — | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -12,440,000 | -100.0% | -$1,690.93万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -10,700 | -100.0% | -$751.95万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -26,400 | -100.0% | -$628.87万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -13,061 | -100.0% | -$404.25万 | 清仓 |
| AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | -39,326 | -100.0% | -$177.08万 | 清仓 |
| BEKE | KE HLDGS INC | $0 | 0.00% | 0 | -54 | -100.0% | -$808 | 清仓 |