Yong Rong (HK) Asset Management Ltd
SHEUNG WAN K3 · SEC CIK 0001738071
$1.19亿2026Q2 申报市值
15持仓数
99.8%前十大占比 · 第一大 62.4%
7 / 4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
TSM 新建仓+$7,402.40万
PDD 加仓+$915.39万
GDX 重新持有+$377.25万
POET 新建仓+$2,000
ISPIRE TECHNOLOG 加仓+$102
2026Q2 卖出最多 按季末市值估算
CRCL 减仓-$5,557.23万
MU 清仓-$4,557.50万
KORU 清仓-$1,988.90万
SUPERX AI TECHNO 清仓-$1,711.70万
SNDK 清仓-$1,264.40万
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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $7,402.40万 | 62.40% | 155,000 | 155,000 | — | $7,402.40万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1,664.10万 | 14.03% | 265,700 | -887,300 | -77.0% | -$5,557.23万 | 减仓 |
| PDD | PINDUODUO INC | $1,296.80万 | 10.93% | 170,000 | 120,000 | 240.0% | $915.39万 | 加仓 |
| GDX | VANECK VECTORS ETF TR | $754.50万 | 6.36% | 100,000 | 50,000 | 100.0% | $377.25万 | 重新持有 |
| — | SUNRISE NEW ENERGY CO LTD | $427.20万 | 3.60% | 7,000,000 | 0 | 0.0% | — | 不变 |
| — | ISPIRE TECHNOLOGY INC | $168.50万 | 1.42% | 1,504,147 | 91 | 0.0% | $102 | 加仓 |
| — | FORD MTR CO 看涨期权 | $45.50万 | 0.38% | 121,647 | 121,647 | — | $45.50万 | 新建仓 |
| — | NVIDIA CORPORATION 看涨期权 | $29.20万 | 0.25% | 11,000 | 11,000 | — | $29.20万 | 新建仓 |
| — | PINDUODUO INC 看涨期权 | $28.80万 | 0.24% | 41,000 | 40,000 | 4,000.0% | $28.10万 | 加仓 |
| — | ALPHABET INC 看涨期权 | $22.00万 | 0.19% | 10,000 | 10,000 | — | $22.00万 | 新建仓 |
| — | COINBASE GLOBAL INC 看涨期权 | $10.00万 | 0.08% | 10,000 | 10,000 | — | $10.00万 | 新建仓 |
| — | ALIBABA GROUP HLDG LTD 看涨期权 | $7.60万 | 0.06% | 9,148 | 9,148 | — | $7.60万 | 新建仓 |
| — | CIRCLE INTERNET GROUP INC 看涨期权 | $5.00万 | 0.04% | 5,000 | 2,000 | 66.7% | $2.00万 | 加仓 |
| — | STRATEGY INC 看涨期权 | $1.00万 | 0.01% | 5,000 | 2,000 | 66.7% | $4,000 | 重新持有 |
| POET | POET TECHNOLOGIES INC | $2,000 | 0.00% | 100 | 100 | — | $2,000 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -134,900 | -100.0% | -$4,557.50万 | 清仓 |
| KORU | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -70,000 | -100.0% | -$1,988.90万 | 清仓 |
| — | SUPERX AI TECHNOLOGY LTD | $0 | 0.00% | 0 | -2,139,556 | -100.0% | -$1,711.70万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -19,900 | -100.0% | -$1,264.40万 | 清仓 |