13F 机构持仓

Maxi Investments CY Ltd

LIMASSOL G4 · SEC CIK 0001838222

2026Q22026Q1 更早 9 个季度 🔒
$4.58亿2026Q1 申报市值
83持仓数
63.8%前十大占比 · 第一大 17.3%
34 / 63新建仓 / 清仓
申报市值走势$4.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SGOV 17.3%
META 9.2%
AMZN 8.8%
NVDA 5.3%
GOOGL 5.0%
TSM 4.3%
BABA 4.0%
ORCL 3.8%
MSFT 3.7%
QQQ 2.5%

2026Q1 买入最多 按季末市值估算

SGOV 加仓+$5,232.31万
GOOGL 加仓+$2,108.51万
NVDA 加仓+$1,757.78万
TSM 加仓+$1,622.16万
APP 加仓+$1,038.78万

2026Q1 卖出最多 按季末市值估算

QQQ 重新持有-$7.01亿
MSFT 减仓-$1,724.95万
SOXX 清仓-$1,578.00万
TLT 清仓-$1,499.20万
LI 清仓-$1,071.70万

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
SOXX ISHARES TR $00.00%0 -52,400-100.0% -$1,578.00万 清仓
TLT ISHARES TR $00.00%0 -172,000-100.0% -$1,499.20万 清仓
LI LI AUTO INC $00.00%0 -633,000-100.0% -$1,071.70万 清仓
TTD THE TRADE DESK INC $00.00%0 -220,000-100.0% -$835.10万 清仓
IRDM IRIDIUM COMMUNICATIONS INC $00.00%0 -424,000-100.0% -$736.90万 清仓
SNOW SNOWFLAKE INC $00.00%0 -31,340-100.0% -$687.50万 清仓
FOUR SHIFT4 PMTS INC $00.00%0 -92,404-100.0% -$581.90万 清仓
SEI SOLARIS ENERGY INFRAS INC $00.00%0 -103,650-100.0% -$476.50万 清仓
QCOM QUALCOMM INC $00.00%0 —— — 申报中断
ACN ACCENTURE PLC IRELAND $00.00%0 -17,300-100.0% -$464.20万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -8,145-100.0% -$461.30万 清仓
TER TERADYNE INC $00.00%0 -23,300-100.0% -$451.00万 清仓
PINS PINTEREST INC $00.00%0 -171,000-100.0% -$442.70万 清仓
SNPS SYNOPSYS INC $00.00%0 -8,100-100.0% -$380.50万 清仓
S SENTINELONE INC $00.00%0 -245,000-100.0% -$367.50万 清仓
DHR DANAHER CORPORATION $00.00%0 -15,400-100.0% -$352.50万 清仓
EPAM EPAM SYS INC $00.00%0 -16,816-100.0% -$344.50万 清仓
HIMS HIMS & HERS HEALTH INC $00.00%0 -100,200-100.0% -$325.30万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -54,455-100.0% -$317.90万 清仓
MNST MONSTER BEVERAGE CORP NEW $00.00%0 -39,000-100.0% -$299.00万 清仓
ANF ABERCROMBIE & FITCH CO $00.00%0 -23,700-100.0% -$298.30万 清仓
ON ON SEMICONDUCTOR CORP $00.00%0 —— — 申报中断
TAP MOLSON COORS BEVERAGE CO $00.00%0 -54,700-100.0% -$255.30万 清仓
DT DYNATRACE INC $00.00%0 -55,600-100.0% -$241.00万 清仓
TSN TYSON FOODS INC $00.00%0 -41,000-100.0% -$240.30万 清仓
RUN SUNRUN INC $00.00%0 -130,000-100.0% -$239.20万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -4,100-100.0% -$237.60万 清仓
PEP PEPSICO INC $00.00%0 -16,400-100.0% -$235.40万 清仓
ROK ROCKWELL AUTOMATION INC $00.00%0 -6,002-100.0% -$233.50万 清仓
STM STMICROELECTRONICS N V $00.00%0 —— — 申报中断
NXT NEXTRACKER INC $00.00%0 -26,500-100.0% -$230.80万 清仓
LSCC LATTICE SEMICONDUCTOR CORP $00.00%0 -30,800-100.0% -$226.60万 清仓
JACK JACK IN THE BOX INC $00.00%0 -119,400-100.0% -$226.30万 清仓
GLOB GLOBANT S A $00.00%0 -34,500-100.0% -$225.50万 清仓
LITE LUMENTUM HLDGS INC $00.00%0 —— — 申报中断
FCX FREEPORT-MCMORAN INC $00.00%0 -39,000-100.0% -$198.10万 清仓
ROKU ROKU INC $00.00%0 -18,000-100.0% -$195.30万 清仓
ACHR ARCHER AVIATION INC $00.00%0 -242,000-100.0% -$182.00万 清仓
VRT VERTIV HOLDINGS CO $00.00%0 —— — 申报中断
AMD ADVANCED MICRO DEVICES INC $00.00%0 —— — 申报中断
ALAB ASTERA LABS INC $00.00%0 -9,500-100.0% -$158.00万 清仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $00.00%0 -10,500-100.0% -$151.10万 清仓
AGX ARGAN INC $00.00%0 -4,800-100.0% -$150.40万 清仓
NBIS NEBIUS GROUP N.V. $00.00%0 -17,600-100.0% -$147.30万 清仓
DDOG DATADOG INC $00.00%0 -10,450-100.0% -$142.10万 清仓
KD KYNDRYL HLDGS INC $00.00%0 -50,000-100.0% -$132.80万 清仓
SEZL SEZZLE INC $00.00%0 -20,000-100.0% -$127.00万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -2,500-100.0% -$117.20万 清仓
CCJ CAMECO CORP $00.00%0 -12,800-100.0% -$117.10万 清仓
CBRL CRACKER BARREL OLD CTRY STOR $00.00%0 -46,000-100.0% -$116.80万 清仓
XPO XPO INC $00.00%0 -8,525-100.0% -$115.90万 清仓
JBSS SANFILIPPO JOHN B & SON INC $00.00%0 -16,062-100.0% -$113.40万 清仓
TAN INVESCO EXCH TRADED FD TR II $00.00%0 -22,950-100.0% -$112.70万 清仓
VAL VALARIS LTD $00.00%0 -22,100-100.0% -$111.40万 清仓
SMPL SIMPLY GOOD FOODS CO $00.00%0 -51,700-100.0% -$103.80万 清仓
CVSA ADTALEM GLOBAL ED INC $00.00%0 -10,000-100.0% -$103.50万 清仓
DAR DARLING INGREDIENTS INC $00.00%0 -28,000-100.0% -$100.80万 清仓
LRN STRIDE INC $00.00%0 -15,400-100.0% -$100.00万 清仓
HBM HUDBAY MINERALS INC $00.00%0 -50,000-100.0% -$99.30万 清仓
MBLY MOBILEYE GLOBAL INC $00.00%0 -93,000-100.0% -$97.10万 清仓
GRAB GRAB HOLDINGS LIMITED $00.00%0 -190,000-100.0% -$94.80万 清仓
TXRH TEXAS ROADHOUSE INC $00.00%0 -5,000-100.0% -$83.00万 清仓
ZETA ZETA GLOBAL HOLDINGS CORP $00.00%0 -38,000-100.0% -$77.30万 清仓
INFY INFOSYS LTD $00.00%0 -31,000-100.0% -$55.20万 清仓
SFM SPROUTS FMRS MKT INC $00.00%0 -6,900-100.0% -$55.00万 清仓
JD JD.COM INC $00.00%0 -19,000-100.0% -$54.50万 清仓
STAA STAAR SURGICAL CO $00.00%0 -18,700-100.0% -$43.20万 清仓
NOW SERVICENOW INC $00.00%0 —— — 申报中断
UUUU ENERGY FUELS INC $00.00%0 -15,000-100.0% -$21.80万 清仓
MDB MONGODB INC $00.00%0 -280-100.0% -$11.80万 清仓
RKT ROCKET COS INC $14.30万0.03%10,000 10,000— $14.30万 新建仓
ENPH ENPHASE ENERGY INC $26.50万0.06%7,000 -45,500-86.7% -$172.25万 减仓
BILL BILL HOLDINGS INC $34.50万0.08%9,000 -46,000-83.6% -$176.33万 减仓
LEU CENTRUS ENERGY CORP $43.40万0.09%2,500 2,500— $43.40万 新建仓
INTU INTUIT $47.60万0.10%1,100 1,100— $47.60万 新建仓
PSIX POWER SOLUTIONS INTL INC $52.70万0.12%8,654 8,654— $52.70万 新建仓
QURE UNIQURE NV $53.80万0.12%32,900 32,900— $53.80万 新建仓
RDDT REDDIT INC $53.90万0.12%4,000 4,000— $53.90万 新建仓
GXO GXO LOGISTICS INCORPORATED $57.60万0.13%11,100 -22,100-66.6% -$114.68万 减仓
TWST TWIST BIOSCIENCE CORP $59.40万0.13%12,500 -22,500-64.3% -$106.92万 减仓
CPNG COUPANG INC $65.70万0.14%34,776 00.0% — 不变
ESTC ELASTIC N V $71.40万0.16%14,275 -61,600-81.2% -$308.11万 减仓
PANW PALO ALTO NETWORKS INC $80.20万0.18%5,000 -27,200-84.5% -$436.29万 减仓
CART MAPLEBEAR INC $80.90万0.18%21,586 00.0% — 不变
MU MICRON TECHNOLOGY INC $84.50万0.18%2,500 2,500— $84.50万 新建仓
LYFT LYFT INC $89.00万0.19%66,887 66,887— $89.00万 新建仓
SPOT SPOTIFY TECHNOLOGY S A $97.00万0.21%2,000 70.4% $3,395 加仓
BKNG BOOKING HOLDINGS INC $97.70万0.21%232 232— $97.70万 新建仓
EXPE EXPEDIA GROUP INC $100.90万0.22%4,370 -1,290-22.8% -$29.79万 重新持有
EWY ISHARES INC $100.90万0.22%8,200 8,200— $100.90万 新建仓
HPE HEWLETT PACKARD ENTERPRISE C $101.20万0.22%42,500 42,500— $101.20万 新建仓
DOCN DIGITALOCEAN HLDGS INC $102.90万0.22%12,000 12,000— $102.90万 新建仓
KWEB KRANESHARES TRUST $113.70万0.25%40,000 00.0% — 不变
LIN LINDE PLC $114.00万0.25%2,300 2,300— $114.00万 新建仓
FICO FAIR ISAAC CORP $117.40万0.26%1,100 1,100— $117.40万 新建仓
MEDP MEDPACE HLDGS INC $120.00万0.26%2,500 2,500— $120.00万 新建仓
PBI PITNEY BOWES INC $128.20万0.28%116,000 -200,000-63.3% -$221.03万 减仓
KC KINGSOFT CLOUD HLDGS LTD $128.60万0.28%96,244 -482,081-83.4% -$644.15万 减仓
XBI SPDR SERIES TRUST $130.30万0.28%10,200 00.0% — 不变
BF/A BROWN FORMAN CORP $135.30万0.30%50,496 -10,300-16.9% -$27.60万 减仓