HHLR ADVISORS, LTD.
GRAND CAYMAN E9 · SEC CIK 0001762304
$8.32亿2026Q2 申报市值
35持仓数
85.7%前十大占比 · 第一大 20.8%
6 / 9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
VIPS 加仓+$4,436.40万
FUTU 加仓+$3,269.65万
ALMR 新建仓+$2,591.06万
ODTX 新建仓+$1,556.03万
NTES 新建仓+$448.48万
2026Q2 卖出最多 按季末市值估算
ONC 清仓-$3.07亿
PDD 减仓-$2.80亿
BABA 减仓-$2.18亿
CLEARWATER ANALY 清仓-$3,230.52万
BEKE 减仓-$2,932.01万
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 | $1.73亿 | 20.77% | 5,984,550 | 0 | 0.0% | — | 不变 |
| FUTU | FUTU HLDGS LTD | $1.66亿 | 19.92% | 1,768,283 | 348,800 | 24.6% | $3,269.65万 | 加仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $1.36亿 | 16.40% | 3,929,117 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $4,853.61万 | 5.83% | 162,933 | -8,100 | -4.7% | -$241.29万 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $4,601.75万 | 5.53% | 3,470,400 | 3,345,700 | 2,683.0% | $4,436.40万 | 加仓 |
| PDD | PDD HOLDINGS INC | $3,814.00万 | 4.58% | 500,000 | -3,665,029 | -88.0% | -$2.80亿 | 减仓 |
| BEKE | KE HLDGS INC | $3,223.30万 | 3.87% | 2,218,377 | -2,017,901 | -47.6% | -$2,932.01万 | 减仓 |
| CTKB | CYTEK BIOSCIENCES INC | $2,949.06万 | 3.54% | 6,657,030 | 0 | 0.0% | — | 不变 |
| ALMR | ALAMAR BIOSCIENCES INC | $2,591.06万 | 3.11% | 956,462 | 956,462 | — | $2,591.06万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,765.40万 | 2.12% | 183,934 | -2,269,723 | -92.5% | -$2.18亿 | 减仓 |
| ODTX | ODYSSEY THERAPEUTICS INC | $1,556.03万 | 1.87% | 831,656 | 831,656 | — | $1,556.03万 | 新建仓 |
| — | YATSEN HLDG LTD | $1,548.82万 | 1.86% | 4,885,873 | 0 | 0.0% | — | 不变 |
| — | NOVABRIDGE BIOSCIENCES | $1,166.21万 | 1.40% | 5,980,568 | 0 | 0.0% | — | 不变 |
| CTNM | CONTINEUM THERAPEUTICS INC | $1,097.04万 | 1.32% | 669,337 | 0 | 0.0% | — | 不变 |
| MAZE | MAZE THERAPEUTICS INC | $1,092.23万 | 1.31% | 366,028 | 0 | 0.0% | — | 不变 |
| — | AGORA INC | $837.32万 | 1.01% | 2,098,553 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $740.71万 | 0.89% | 15,510 | -10 | -0.1% | -$4,776 | 减仓 |
| SGMT | SAGIMET BIOSCIENCES INC | $560.27万 | 0.67% | 724,800 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $448.48万 | 0.54% | 34,999 | 34,999 | — | $448.48万 | 新建仓 |
| GE | GE AEROSPACE | $375.34万 | 0.45% | 10,043 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $283.16万 | 0.34% | 3,300 | 1,800 | 120.0% | $154.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $281.21万 | 0.34% | 14,054 | 7,444 | 112.6% | $148.95万 | 加仓 |
| TUYA | TUYA INC | $275.33万 | 0.33% | 1,564,400 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $262.22万 | 0.32% | 10,266 | 2,566 | 33.3% | $65.54万 | 加仓 |
| COHR | COHERENT CORP | $253.13万 | 0.30% | 6,417 | 2,142 | 50.1% | $84.50万 | 加仓 |
| BULL | WEBULL CORP | $202.03万 | 0.24% | 309,857 | -1,190,143 | -79.3% | -$775.97万 | 减仓 |
| INTC | INTEL CORP | $199.67万 | 0.24% | 14,300 | -14,670 | -50.6% | -$204.84万 | 减仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $154.37万 | 0.19% | 918,892 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $143.07万 | 0.17% | 4,800 | 4,800 | — | $143.07万 | 新建仓 |
| — | MOGU INC | $141.53万 | 0.17% | 847,510 | 0 | 0.0% | — | 不变 |
| — | GOSSAMER BIO INC | $81.87万 | 0.10% | 4,974,041 | 0 | 0.0% | — | 不变 |
| EQX | EQUINOX GOLD CORP | $78.25万 | 0.09% | 80,500 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $77.77万 | 0.09% | 9,010 | 9,010 | — | $77.77万 | 新建仓 |
| — | ALIGOS THERAPEUTICS INC | $43.99万 | 0.05% | 76,247 | 0 | 0.0% | — | 不变 |
| — | RIDGETECH INC | $204 | 0.00% | 136 | 136 | — | $204 | 新建仓 |
| ONC | BEONE MEDICINES LTD | $0 | 0.00% | 0 | -1,034,306 | -100.0% | -$3.07亿 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -1,365,971 | -100.0% | -$3,230.52万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -25,400 | -100.0% | -$103.61万 | 清仓 |
| DDL | DINGDONG CAYMAN LTD | $0 | 0.00% | 0 | -354,500 | -100.0% | -$91.11万 | 清仓 |
| AXIAY | CENTRAIS ELET BRAS SA | $0 | 0.00% | 0 | -63,100 | -100.0% | -$71.18万 | 清仓 |
| EWW | ISHARES INC | $0 | 0.00% | 0 | -8,800 | -100.0% | -$66.20万 | 清仓 |
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -65,100 | -100.0% | -$54.62万 | 清仓 |
| — | UXIN LTD | $0 | 0.00% | 0 | -19,156 | -100.0% | -$5.88万 | 清仓 |
| — | RIDGETECH INC | $0 | 0.00% | 0 | -20,167 | -100.0% | -$657 | 清仓 |