HIMENSION CAPITAL (SINGAPORE) PTE. LTD.
SINGAPORE U0 · SEC CIK 0001817652
$13.02亿2026Q1 申报市值
135持仓数
70.3%前十大占比 · 第一大 29.6%
57 / 14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
INTC 加仓+$3,311.64万
AAPL 加仓+$3,069.49万
TSM 加仓+$2,779.67万
CRWV 加仓+$1,848.04万
EXE 新建仓+$1,577.59万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$8,007.47万
AVGO 减仓-$4,840.93万
MSTR 减仓-$1,608.42万
SNPS 清仓-$1,056.45万
LITE 减仓-$707.68万
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 |
|---|---|---|---|---|---|---|---|---|
| USAR | USA RARE EARTH INC | $206.61万 | 0.16% | 136,512 | 136,512 | — | $206.61万 | 新建仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $209.17万 | 0.16% | 82,319 | 3,961 | 5.1% | $10.06万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $210.05万 | 0.16% | 30,310 | 11,205 | 58.6% | $77.65万 | 加仓 |
| NUE | NUCOR CORP | $211.63万 | 0.16% | 12,515 | 9,488 | 313.4% | $160.44万 | 加仓 |
| FSLR | FIRST SOLAR INC | $211.98万 | 0.16% | 10,746 | 4,398 | 69.3% | $86.75万 | 加仓 |
| TEM | TEMPUS AI INC | $217.57万 | 0.17% | 48,114 | 14,383 | 42.6% | $65.04万 | 加仓 |
| SRE | SEMPRA | $217.83万 | 0.17% | 22,417 | -1,425 | -6.0% | -$13.85万 | 减仓 |
| RTX | RTX CORPORATION | $222.38万 | 0.17% | 11,528 | 11,528 | — | $222.38万 | 新建仓 |
| TLK | TELEKOMUNIKASI IND | $222.82万 | 0.17% | 119,283 | 86,363 | 262.3% | $161.33万 | 加仓 |
| ARKG | ARK ETF TR | $225.00万 | 0.17% | 85,164 | 85,164 | — | $225.00万 | 新建仓 |
| CCJ | CAMECO CORP | $257.73万 | 0.20% | 23,730 | -3,559 | -13.0% | -$38.65万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $272.37万 | 0.21% | 119,617 | -25,319 | -17.5% | -$57.65万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $287.90万 | 0.22% | 138,681 | 9,427 | 7.3% | $19.57万 | 加仓 |
| EWW | ISHARES INC | $300.85万 | 0.23% | 39,991 | 39,991 | — | $300.85万 | 新建仓 |
| EWZ | ISHARES INC | $301.40万 | 0.23% | 78,511 | 78,511 | — | $301.40万 | 新建仓 |
| YPF | YPF SOCIEDAD ANONIMA | $321.62万 | 0.25% | 69,584 | 69,584 | — | $321.62万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $367.25万 | 0.28% | 14,656 | -5,185 | -26.1% | -$129.93万 | 减仓 |
| CRH | CRH PLC | $389.86万 | 0.30% | 37,087 | 14,947 | 67.5% | $157.12万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $435.72万 | 0.33% | 13,169 | 2,984 | 29.3% | $98.73万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $439.93万 | 0.34% | 92,481 | 8,091 | 9.6% | $38.49万 | 加仓 |
| PHM | PULTE GROUP INC | $500.96万 | 0.38% | 42,595 | 1,931 | 4.7% | $22.71万 | 加仓 |
| — | ISHARES ETHEREUM TR | $523.43万 | 0.40% | 330,654 | 152,615 | 85.7% | $241.59万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $550.67万 | 0.42% | 429,540 | -149,022 | -25.8% | -$191.05万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $555.63万 | 0.43% | 31,821 | -433 | -1.3% | -$7.56万 | 减仓 |
| RIO | RIO TINTO PLC | $560.93万 | 0.43% | 60,128 | -26,699 | -30.7% | -$249.07万 | 减仓 |
| AMAT | APPLIED MATLS INC | $596.49万 | 0.46% | 17,452 | -8,562 | -32.9% | -$292.64万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $642.82万 | 0.49% | 67,374 | -590 | -0.9% | -$5.63万 | 减仓 |
| MP | MP MATERIALS CORP | $651.59万 | 0.50% | 135,016 | 30,054 | 28.6% | $145.04万 | 加仓 |
| RBLX | ROBLOX CORP | $742.49万 | 0.57% | 131,274 | 86,854 | 195.5% | $491.25万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $865.69万 | 0.67% | 437,661 | 96,460 | 28.3% | $190.80万 | 加仓 |
| DHI | D R HORTON INC | $932.40万 | 0.72% | 67,949 | 9,064 | 15.4% | $124.38万 | 加仓 |
| FUTU | FUTU HLDGS LTD | $942.02万 | 0.72% | 68,881 | 12,205 | 21.5% | $166.92万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,086.63万 | 0.83% | 50,858 | 2,469 | 5.1% | $52.75万 | 加仓 |
| MSTR | STRATEGY INC | $1,104.75万 | 0.85% | 88,522 | -128,880 | -59.3% | -$1,608.42万 | 减仓 |
| AVGO | BROADCOM INC | $1,142.83万 | 0.88% | 36,923 | -156,402 | -80.9% | -$4,840.93万 | 减仓 |
| ASML | ASML HLDG NV | $1,268.39万 | 0.97% | 9,603 | 1,917 | 24.9% | $253.20万 | 加仓 |
| VALE | VALE S A | $1,280.29万 | 0.98% | 804,708 | -113,409 | -12.4% | -$180.43万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1,295.47万 | 1.00% | 18,434 | -10,070 | -35.3% | -$707.68万 | 减仓 |
| PDD | PDD HOLDINGS INC | $1,491.20万 | 1.15% | 145,939 | 18,127 | 14.2% | $185.22万 | 加仓 |
| GGLL | DIREXION SHARES ETF TRUST | $1,513.30万 | 1.16% | 193,888 | 193,888 | — | $1,513.30万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $1,577.59万 | 1.21% | 143,705 | 143,705 | — | $1,577.59万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $1,695.15万 | 1.30% | 50,176 | 1,697 | 3.5% | $57.33万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,847.96万 | 1.42% | 480,990 | -29,652 | -5.8% | -$113.92万 | 重新持有 |
| EQT | EQT CORP | $1,881.68万 | 1.45% | 295,676 | 19,155 | 6.9% | $121.90万 | 加仓 |
| KLAC | KLA CORP | $2,189.77万 | 1.68% | 14,872 | 120 | 0.8% | $17.67万 | 加仓 |
| TLT | ISHARES TR | $2,683.14万 | 2.06% | 309,510 | 14,480 | 4.9% | $125.53万 | 加仓 |
| CRWV | COREWEAVE INC | $2,990.33万 | 2.30% | 385,998 | 238,549 | 161.8% | $1,848.04万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $3,040.37万 | 2.34% | 293,019 | 82,830 | 39.4% | $859.44万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,178.33万 | 2.44% | 156,237 | 11,539 | 8.0% | $234.74万 | 加仓 |
| ALB | ALBEMARLE CORP | $3,795.68万 | 2.92% | 211,423 | -17,262 | -7.5% | -$309.90万 | 减仓 |
| AAPL | APPLE INC | $4,775.95万 | 3.67% | 188,185 | 120,946 | 179.9% | $3,069.49万 | 加仓 |
| TSLA | TESLA INC | $5,830.53万 | 4.48% | 156,840 | 30,811 | 24.4% | $1,145.40万 | 加仓 |
| INTC | INTEL CORP | $8,251.16万 | 6.34% | 1,869,740 | 750,428 | 67.0% | $3,311.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.84亿 | 14.14% | 1,055,183 | -459,144 | -30.3% | -$8,007.47万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.85亿 | 29.58% | 1,139,251 | 82,251 | 7.8% | $2,779.67万 | 加仓 |