Greenwoods Asset Management Hong Kong Ltd.
HONG KONG K3 · SEC CIK 0001848138
$21.86亿2026Q2 申报市值
21持仓数
95.3%前十大占比 · 第一大 29.6%
4 / 8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
ASML 新建仓+$1,406.53万
FUTU 加仓+$911.96万
AAOI 新建仓+$792.95万
VNET 新建仓+$521.39万
AMAT 新建仓+$182.20万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$5.83亿
GOOGL 减仓-$3.97亿
NTES 减仓-$3.32亿
META 清仓-$3.10亿
AMZN 清仓-$2.09亿
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $6.47亿 | 29.60% | 1,810,357 | -1,111,277 | -38.0% | -$3.97亿 | 减仓 |
| INTC | INTEL CORP | $3.84亿 | 17.58% | 2,751,193 | -4,172,043 | -60.3% | -$5.83亿 | 减仓 |
| PDD | PDD HOLDINGS INC | $3.65亿 | 16.70% | 4,785,666 | -318,138 | -6.2% | -$2,426.76万 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $3.20亿 | 14.66% | 39,452,419 | -1,505,100 | -3.7% | -$1,222.14万 | 减仓 |
| FUTU | FUTU HLDGS LTD | $1.03亿 | 4.69% | 1,093,634 | 97,286 | 9.8% | $911.96万 | 加仓 |
| NTES | NETEASE COM INC | $7,696.49万 | 3.52% | 600,631 | -2,589,369 | -81.2% | -$3.32亿 | 减仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $5,687.11万 | 2.60% | 1,788,400 | -802,736 | -31.0% | -$2,552.70万 | 减仓 |
| QFIN | QFIN HOLDINGS INC | $4,792.70万 | 2.19% | 3,031,438 | -264,000 | -8.0% | -$417.38万 | 减仓 |
| AAPL | APPLE INC | $4,243.99万 | 1.94% | 146,668 | -101,700 | -40.9% | -$2,942.79万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,966.31万 | 1.81% | 83,052 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $2,079.30万 | 0.95% | 216,978 | -271,070 | -55.5% | -$2,597.66万 | 减仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $2,070.62万 | 0.95% | 388,557 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $1,406.53万 | 0.64% | 7,070 | 7,070 | — | $1,406.53万 | 新建仓 |
| HTHT | H WORLD GROUP LTD | $1,341.60万 | 0.61% | 321,572 | -741,609 | -69.8% | -$3,093.99万 | 减仓 |
| WRD | WERIDE INC | $1,281.45万 | 0.59% | 2,201,800 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC | $792.95万 | 0.36% | 53,520 | 53,520 | — | $792.95万 | 新建仓 |
| VNET | VNET GROUP INC | $521.39万 | 0.24% | 648,500 | 648,500 | — | $521.39万 | 新建仓 |
| — | SUPER HI INTL HLDG LTD | $332.74万 | 0.15% | 268,341 | 0 | 0.0% | — | 不变 |
| RERE | ATRENEW INC | $203.18万 | 0.09% | 525,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $182.20万 | 0.08% | 2,520 | 2,520 | — | $182.20万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $47.81万 | 0.02% | 12,000 | -2,592,281 | -99.5% | -$1.03亿 | 减仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -541,689 | -100.0% | -$3.10亿 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -1,004,700 | -100.0% | -$2.09亿 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -762,748 | -100.0% | -$1.33亿 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -703,009 | -100.0% | -$8,819.95万 | 清仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $0 | 0.00% | 0 | -1,328,218 | -100.0% | -$7,521.70万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -130,310 | -100.0% | -$3,526.06万 | 清仓 |
| TAL | TAL ED GROUP | $0 | 0.00% | 0 | -2,448,817 | -100.0% | -$2,784.30万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -10,822 | -100.0% | -$760.53万 | 清仓 |