E Fund Management Co., Ltd.
GUANGZHOU F4 · SEC CIK 0001842296
$44.56亿2026Q2 申报市值
488持仓数
49.5%前十大占比 · 第一大 8.1%
35 / 36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
LRCX 加仓+$2.13亿
AMD 加仓+$1.62亿
ASML 加仓+$1.04亿
INTC 加仓+$9,646.00万
ALAB 新建仓+$9,509.55万
2026Q2 卖出最多 按季末市值估算
LITE 减仓-$1.65亿
GLW 减仓-$1.22亿
GOOGL 减仓-$9,716.46万
AXTI 减仓-$8,768.88万
TSEM 减仓-$8,675.38万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,633.02万 | 0.82% | 48,512 | 4,041 | 9.1% | $302.63万 | 加仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $3,789.78万 | 0.85% | 4,667,220 | 158,285 | 3.5% | $128.53万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4,179.61万 | 0.94% | 43,312 | 30,400 | 235.4% | $2,933.60万 | 加仓 |
| TSLA | TESLA INC | $4,294.12万 | 0.96% | 102,095 | 6,833 | 7.2% | $287.40万 | 加仓 |
| GOOG | ALPHABET INC | $4,367.26万 | 0.98% | 123,603 | -43,693 | -26.1% | -$1,543.80万 | 减仓 |
| GLW | CORNING INC | $5,415.45万 | 1.22% | 212,013 | -479,260 | -69.3% | -$1.22亿 | 减仓 |
| GOOGL | ALPHABET INC | $5,958.32万 | 1.34% | 166,727 | -271,888 | -62.0% | -$9,716.46万 | 减仓 |
| AMZN | AMAZON COM INC | $6,617.63万 | 1.49% | 277,655 | 46,454 | 20.1% | $1,107.18万 | 加仓 |
| AMAT | APPLIED MATLS INC | $8,230.85万 | 1.85% | 113,843 | 60,951 | 115.2% | $4,406.76万 | 加仓 |
| AVGO | BROADCOM INC | $8,531.11万 | 1.91% | 225,840 | -3,869 | -1.7% | -$146.15万 | 减仓 |
| ALAB | ASTERA LABS INC | $9,509.55万 | 2.13% | 196,877 | 196,877 | — | $9,509.55万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.05亿 | 2.36% | 352,311 | 133,626 | 61.1% | $3,980.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.30亿 | 2.92% | 348,914 | 6,478 | 1.9% | $241.64万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.36亿 | 3.06% | 118,220 | -26,953 | -18.6% | -$3,111.16万 | 减仓 |
| SNDK | SANDISK CORP | $1.55亿 | 3.47% | 68,067 | 10,320 | 17.9% | $2,346.49万 | 加仓 |
| KLAC | KLA CORP | $1.66亿 | 3.72% | 549,478 | 311,758 | 131.1% | $9,406.05万 | 加仓 |
| ASML | ASML HLDG NV | $1.72亿 | 3.87% | 86,631 | 52,345 | 152.7% | $1.04亿 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.96亿 | 4.40% | 410,569 | -110,504 | -21.2% | -$5,277.34万 | 减仓 |
| AAPL | APPLE INC | $2.00亿 | 4.50% | 692,774 | -23,284 | -3.3% | -$673.75万 | 减仓 |
| INTC | INTEL CORP | $2.09亿 | 4.69% | 1,498,060 | 690,826 | 85.6% | $9,646.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.35亿 | 5.27% | 1,173,459 | -172,315 | -12.8% | -$3,447.85万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.48亿 | 5.57% | 427,038 | 279,077 | 188.6% | $1.62亿 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2.63亿 | 5.89% | 605,923 | 491,527 | 429.7% | $2.13亿 | 加仓 |
| PDD | PDD HOLDINGS INC | $3.60亿 | 8.07% | 4,715,949 | 122,896 | 2.7% | $937.45万 | 加仓 |