H&H International Investment, LLC
PALO ALTO CA · SEC CIK 0001759760
$191.01亿2026Q2 申报市值
18持仓数
98.8%前十大占比 · 第一大 41.1%
0 / 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
PDD 加仓+$4.02亿
BRK/B 加仓+$4,098.19万
DIS 加仓+$1,874.95万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$15.13亿
GOOG 减仓-$6.14亿
AAPL 减仓-$5.34亿
BABA 重新持有-$2.17亿
MSFT 减仓-$9,769.39万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $78.41亿 | 41.05% | 27,098,707 | -1,846,900 | -6.4% | -$5.34亿 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.18亿 | 24.18% | 9,229,696 | 81,900 | 0.9% | $4,098.19万 | 加仓 |
| PDD | PDD HOLDINGS INC | $19.09亿 | 9.99% | 25,022,094 | 5,273,800 | 26.7% | $4.02亿 | 加仓 |
| TSLA | TESLA INC | $14.22亿 | 7.44% | 3,380,400 | -28,500 | -0.8% | -$1,198.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $12.57亿 | 6.58% | 6,280,675 | -7,563,100 | -54.6% | -$15.13亿 | 减仓 |
| GOOG | ALPHABET INC | $6.96亿 | 3.64% | 1,968,600 | -1,737,400 | -46.9% | -$6.14亿 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $4.98亿 | 2.61% | 10,261,500 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $2.81亿 | 1.47% | 754,100 | -261,900 | -25.8% | -$9,769.39万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.91亿 | 1.00% | 701,200 | -50,000 | -6.7% | -$1,359.75万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.66亿 | 0.87% | 399,600 | -201,800 | -33.6% | -$8,387.41万 | 减仓 |
| DIS | DISNEY WALT CO | $1.64亿 | 0.86% | 1,706,600 | 194,800 | 12.9% | $1,874.95万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2,892.84万 | 0.15% | 301,400 | -2,259,100 | -88.2% | -$2.17亿 | 重新持有 |
| CRCL | CIRCLE INTERNET GROUP INC | $1,252.60万 | 0.07% | 200,000 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $700.02万 | 0.04% | 60,000 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $446.07万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $254.50万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $115.86万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| INOD | INNODATA INC | $75.58万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -151,200 | -100.0% | -$5,109.80万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$390.41万 | 清仓 |