First Beijing Investment Ltd
HONG KONG K3 · SEC CIK 0001701717
$24.44亿2026Q2 申报市值
11持仓数
100.0%前十大占比 · 第一大 30.5%
1 / 2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
SE 加仓+$2.78亿
FUTU 新建仓+$1.29亿
PDD 加仓+$9,369.12万
YMM 加仓+$1,453.46万
2026Q2 卖出最多 按季末市值估算
LEGN 清仓-$4,154.07万
EDU 减仓-$1,199.53万
NOAH 减仓-$97.30万
KSPI 减仓-$84.36万
RLX 减仓-$58.49万
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 |
|---|---|---|---|---|---|---|---|---|
| LEGN | LEGEND BIOTECH CORP | $0 | 0.00% | 0 | -2,296,335 | -100.0% | -$4,154.07万 | 清仓 |
| — | AGORA INC | $0 | 0.00% | 0 | -7,700 | -100.0% | -$2.73万 | 清仓 |
| NOAH | NOAH HLDGS LTD | $38.56万 | 0.02% | 38,595 | -97,393 | -71.6% | -$97.30万 | 减仓 |
| DDL | DINGDONG CAYMAN LTD | $120.13万 | 0.05% | 622,432 | -223,520 | -26.4% | -$43.14万 | 减仓 |
| — | BAOZUN INC | $122.49万 | 0.05% | 432,828 | -11,500 | -2.6% | -$3.25万 | 减仓 |
| — | ZHIHU INC | $172.48万 | 0.07% | 551,048 | 0 | 0.0% | — | 不变 |
| KSPI | KASPI KZ JSC | $3,678.85万 | 1.51% | 424,613 | -9,737 | -2.2% | -$84.36万 | 减仓 |
| RLX | RLX TECHNOLOGY INC | $1.14亿 | 4.65% | 59,821,839 | -307,832 | -0.5% | -$58.49万 | 减仓 |
| FUTU | FUTU HLDGS LTD | $1.29亿 | 5.29% | 1,379,102 | 1,379,102 | — | $1.29亿 | 新建仓 |
| SE | SEA LTD | $2.98亿 | 12.19% | 3,109,067 | 2,900,104 | 1,387.9% | $2.78亿 | 加仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $4.01亿 | 16.41% | 8,733,979 | -261,279 | -2.9% | -$1,199.53万 | 减仓 |
| PDD | PDD HOLDINGS INC | $7.15亿 | 29.27% | 9,377,416 | 1,228,254 | 15.1% | $9,369.12万 | 加仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $7.45亿 | 30.50% | 91,790,875 | 1,789,980 | 2.0% | $1,453.46万 | 加仓 |