Taikang Asset Management (Hong Kong) Co Ltd
HONG KONG K3 · SEC CIK 0001755911
$10.05亿2026Q1 申报市值
75持仓数
37.2%前十大占比 · 第一大 5.1%
11 / 41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
PDD 加仓+$1,720.08万
MU 加仓+$1,446.66万
KDP 新建仓+$1,339.40万
ZTS 新建仓+$1,289.15万
FUTU 加仓+$1,283.64万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$1,817.46万
AAPL 减仓-$1,327.75万
GOOG 减仓-$1,023.83万
ROP 清仓-$768.29万
GDS 清仓-$698.00万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -42,529 | -100.0% | -$255.26万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -12,745 | -100.0% | -$234.76万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -58,716 | -100.0% | -$222.89万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -14,275 | -100.0% | -$218.68万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -3,158 | -100.0% | -$179.35万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -6,492 | -100.0% | -$174.18万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -3,909 | -100.0% | -$166.68万 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -2,026 | -100.0% | -$155.22万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -17,968 | -100.0% | -$151.58万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -3,188 | -100.0% | -$149.44万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -5,346 | -100.0% | -$134.87万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -6,004 | -100.0% | -$127.24万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -3,010 | -100.0% | -$85.85万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -4,598 | -100.0% | -$70.63万 | 清仓 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -1,940 | -100.0% | -$58.42万 | 清仓 |
| EWH | ISHARES INC | $0 | 0.00% | 0 | -26,993 | -100.0% | -$57.36万 | 清仓 |
| CSIQ | CANADIAN SOLAR INC | $0 | 0.00% | 0 | -2,900 | -100.0% | -$6.89万 | 清仓 |