Maxi Investments CY Ltd
LIMASSOL G4 · SEC CIK 0001838222
$4.94亿2026Q2 申报市值
72持仓数
54.3%前十大占比 · 第一大 14.2%
35 / 53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
QQQ 加仓+$5,526.90万
MSFT 加仓+$1,437.64万
AMAT 新建仓+$1,135.10万
MU 加仓+$1,038.83万
NEBIUS GROUP NV 新建仓+$875.50万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$7,427.40万
ORCL 清仓-$1,727.10万
TSM 减仓-$1,629.19万
META 减仓-$1,598.10万
AMZN 减仓-$1,498.77万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GDS | GDS HLDGS LTD | $549.50万 | 1.11% | 183,000 | 50,000 | 37.6% | $150.14万 | 加仓 |
| NFLX | NETFLIX INC | $554.80万 | 1.12% | 77,700 | 24,560 | 46.2% | $175.37万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $570.40万 | 1.15% | 32,000 | 26,200 | 451.7% | $467.01万 | 加仓 |
| DASH | DOORDASH INC | $612.60万 | 1.24% | 33,200 | 33,200 | — | $612.60万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $644.60万 | 1.30% | 16,230 | 16,230 | — | $644.60万 | 新建仓 |
| HUBS | HUBSPOT INC | $684.40万 | 1.39% | 37,500 | 30,400 | 428.2% | $554.82万 | 加仓 |
| UPST | UPSTART HLDGS INC | $685.20万 | 1.39% | 193,400 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $755.20万 | 1.53% | 13,000 | 5,600 | 75.7% | $325.32万 | 重新持有 |
| NOW | SERVICENOW INC | $779.30万 | 1.58% | 78,500 | 76,000 | 3,040.0% | $754.48万 | 重新持有 |
| HSAI | HESAI GROUP | $785.20万 | 1.59% | 430,974 | 185,474 | 75.5% | $337.92万 | 加仓 |
| STM | STMICROELECTRONICS N V | $798.30万 | 1.62% | 106,600 | 16,600 | 18.4% | $124.31万 | 重新持有 |
| — | NEBIUS GROUP NV | $875.50万 | 1.77% | 31,700 | 31,700 | — | $875.50万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,035.60万 | 2.10% | 107,900 | -36,625 | -25.3% | -$351.52万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,135.10万 | 2.30% | 15,700 | 15,700 | — | $1,135.10万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1,143.20万 | 2.31% | 23,937 | -34,113 | -58.8% | -$1,629.19万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,327.40万 | 2.69% | 11,500 | 9,000 | 360.0% | $1,038.83万 | 加仓 |
| AAPL | APPLE INC | $1,403.40万 | 2.84% | 48,500 | 25,600 | 111.8% | $740.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,480.50万 | 3.00% | 73,990 | -64,800 | -46.7% | -$1,296.61万 | 减仓 |
| APP | APPLOVIN CORP | $1,617.00万 | 3.27% | 31,384 | 3,884 | 14.1% | $200.12万 | 加仓 |
| AVGO | BROADCOM INC | $1,830.30万 | 3.70% | 48,454 | 22,854 | 89.3% | $863.29万 | 加仓 |
| META | META PLATFORMS INC | $2,567.40万 | 5.20% | 45,579 | -28,371 | -38.4% | -$1,598.10万 | 减仓 |
| AMZN | AMAZON COM INC | $3,089.40万 | 6.25% | 129,622 | -62,884 | -32.7% | -$1,498.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,152.80万 | 6.38% | 84,520 | 38,540 | 83.8% | $1,437.64万 | 加仓 |
| GOOGL | ALPHABET INC | $3,352.10万 | 6.78% | 93,798 | 14,150 | 17.8% | $505.68万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,999.70万 | 14.17% | 95,053 | 75,053 | 375.3% | $5,526.90万 | 加仓 |