Greenwoods Asset Management Hong Kong Ltd.
HONG KONG K3 · SEC CIK 0001848138
$38.78亿2026Q1 申报市值
25持仓数
84.6%前十大占比 · 第一大 21.7%
3 / 6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
AMZN 新建仓+$2.09亿
INTC 加仓+$1.91亿
TCOM 新建仓+$1.30亿
PDD 加仓+$1.16亿
YMM 加仓+$1.03亿
2026Q1 卖出最多 按季末市值估算
META 减仓-$2.60亿
AVGO 清仓-$8,507.14万
SNPS 清仓-$7,687.48万
NBIS 清仓-$5,341.24万
BEKE 清仓-$2,826.08万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -245,800 | -100.0% | -$8,507.14万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -163,661 | -100.0% | -$7,687.48万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -638,103 | -100.0% | -$5,341.24万 | 清仓 |
| BEKE | KE HLDGS INC | $0 | 0.00% | 0 | -1,793,195 | -100.0% | -$2,826.08万 | 清仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $0 | 0.00% | 0 | -780,933 | -100.0% | -$2,015.59万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -68,265 | -100.0% | -$832.36万 | 清仓 |
| RERE | ATRENEW INC | $246.22万 | 0.06% | 525,000 | 0 | 0.0% | — | 不变 |
| — | SUPER HI INTL HLDG LTD | $390.70万 | 0.10% | 268,341 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $760.53万 | 0.20% | 10,822 | 10,822 | — | $760.53万 | 新建仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $1,448.93万 | 0.37% | 388,557 | 131,657 | 51.2% | $490.95万 | 加仓 |
| WRD | WERIDE INC | $1,781.26万 | 0.46% | 2,201,800 | 0 | 0.0% | — | 不变 |
| TAL | TAL ED GROUP | $2,784.30万 | 0.72% | 2,448,817 | -148,363 | -5.7% | -$168.69万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,806.74万 | 0.72% | 83,052 | -6,774 | -7.5% | -$228.93万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,526.06万 | 0.91% | 130,310 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $4,041.53万 | 1.04% | 488,048 | 163,901 | 50.6% | $1,357.26万 | 加仓 |
| QFIN | QFIN HOLDINGS INC | $4,254.41万 | 1.10% | 3,295,438 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $5,346.74万 | 1.38% | 1,063,181 | 220,359 | 26.1% | $1,108.19万 | 加仓 |
| AAPL | APPLE INC | $6,303.33万 | 1.63% | 248,368 | 35,264 | 16.5% | $894.97万 | 加仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $7,521.70万 | 1.94% | 1,328,218 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $8,819.95万 | 2.27% | 703,009 | -140,400 | -16.6% | -$1,761.46万 | 减仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $9,537.97万 | 2.46% | 2,591,136 | 301,000 | 13.1% | $1,107.98万 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $1.30亿 | 3.34% | 2,604,281 | 2,604,281 | — | $1.30亿 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1.33亿 | 3.43% | 762,748 | -75,159 | -9.0% | -$1,310.77万 | 减仓 |
| FUTU | FUTU HLDGS LTD | $1.36亿 | 3.51% | 996,348 | -139,473 | -12.3% | -$1,907.43万 | 减仓 |
| AMZN | AMAZON COM INC | $2.09亿 | 5.40% | 1,004,700 | 1,004,700 | — | $2.09亿 | 新建仓 |
| INTC | INTEL CORP | $3.06亿 | 7.88% | 6,923,236 | 4,332,836 | 167.3% | $1.91亿 | 加仓 |
| META | META PLATFORMS INC | $3.10亿 | 7.99% | 541,689 | -455,219 | -45.7% | -$2.60亿 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $3.40亿 | 8.77% | 40,957,519 | 12,359,640 | 43.2% | $1.03亿 | 加仓 |
| NTES | NETEASE COM INC | $3.57亿 | 9.21% | 3,190,000 | -22,200 | -0.7% | -$248.51万 | 减仓 |
| PDD | PDD HOLDINGS INC | $5.22亿 | 13.45% | 5,103,804 | 1,135,534 | 28.6% | $1.16亿 | 加仓 |
| GOOGL | ALPHABET INC | $8.40亿 | 21.66% | 2,921,634 | 231,634 | 8.6% | $6,660.87万 | 加仓 |