Maytree Asset Management Ltd
HONG KONG K3 · SEC CIK 0001869683
$1.54亿2026Q2 申报市值
44持仓数
64.2%前十大占比 · 第一大 9.8%
28 / 5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
ARM 新建仓+$1,289.36万
MRVL 新建仓+$1,179.02万
NBIS 新建仓+$1,098.74万
AMD 新建仓+$669.62万
WOLF 新建仓+$555.28万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$5,799.60万
INTC 减仓-$5,560.92万
PDD 清仓-$1,978.20万
LITE 减仓-$1,622.25万
COHR 减仓-$1,160.69万
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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $1,501.57万 | 9.75% | 107,539 | -398,261 | -78.7% | -$5,560.92万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $1,289.36万 | 8.38% | 36,364 | 36,364 | — | $1,289.36万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,179.02万 | 7.66% | 39,579 | 39,579 | — | $1,179.02万 | 新建仓 |
| SNDK | SANDISK CORP | $1,149.83万 | 7.47% | 5,057 | -25,507 | -83.5% | -$5,799.60万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $1,098.74万 | 7.14% | 39,785 | 39,785 | — | $1,098.74万 | 新建仓 |
| COHR | COHERENT CORP | $928.54万 | 6.03% | 23,539 | -29,424 | -55.6% | -$1,160.69万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $743.40万 | 4.83% | 19,544 | -9,137 | -31.9% | -$347.54万 | 减仓 |
| GOOGL | ALPHABET INC | $723.96万 | 4.70% | 20,258 | 3,408 | 20.2% | $121.79万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $669.62万 | 4.35% | 11,527 | 11,527 | — | $669.62万 | 新建仓 |
| U | UNITY SOFTWARE INC | $597.79万 | 3.88% | 209,163 | -311,107 | -59.8% | -$889.14万 | 减仓 |
| WOLF | WOLFSPEED INC | $555.28万 | 3.61% | 115,083 | 115,083 | — | $555.28万 | 新建仓 |
| AXTI | AXT INC | $536.11万 | 3.48% | 74,377 | -20,445 | -21.6% | -$147.37万 | 减仓 |
| ALAB | ASTERA LABS INC | $466.89万 | 3.03% | 9,666 | 9,666 | — | $466.89万 | 新建仓 |
| MXL | MAXLINEAR INC | $465.80万 | 3.03% | 36,382 | 36,382 | — | $465.80万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $405.34万 | 2.63% | 47,007 | -14,593 | -23.7% | -$125.84万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $289.72万 | 1.88% | 4,536 | 4,536 | — | $289.72万 | 新建仓 |
| HSAI | HESAI GROUP | $288.60万 | 1.87% | 158,400 | 158,400 | — | $288.60万 | 新建仓 |
| POET | POET TECHNOLOGIES INC | $278.83万 | 1.81% | 271,237 | 37,207 | 15.9% | $38.25万 | 加仓 |
| RIG | TRANSOCEAN LTD | $266.87万 | 1.73% | 545,750 | 545,750 | — | $266.87万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $260.73万 | 1.69% | 17,598 | 17,598 | — | $260.73万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $238.11万 | 1.55% | 2,775 | -18,906 | -87.2% | -$1,622.25万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $234.73万 | 1.52% | 86,267 | 86,267 | — | $234.73万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $160.69万 | 1.04% | 7,271 | 7,271 | — | $160.69万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $127.48万 | 0.83% | 31,999 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $105.27万 | 0.68% | 912 | 912 | — | $105.27万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $94.95万 | 0.62% | 5,012 | 5,012 | — | $94.95万 | 新建仓 |
| AVGO | BROADCOM INC | $89.45万 | 0.58% | 2,368 | 2,368 | — | $89.45万 | 新建仓 |
| HUT | HUT 8 CORP | $77.16万 | 0.50% | 6,684 | 6,684 | — | $77.16万 | 新建仓 |
| CIEN | CIENA CORP | $70.69万 | 0.46% | 1,441 | 1,441 | — | $70.69万 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $68.56万 | 0.45% | 38,260 | 38,260 | — | $68.56万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $66.53万 | 0.43% | 5,012 | 5,012 | — | $66.53万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $65.08万 | 0.42% | 2,497 | 2,497 | — | $65.08万 | 新建仓 |
| QCOM | QUALCOMM INC | $64.31万 | 0.42% | 3,480 | 3,480 | — | $64.31万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $53.26万 | 0.35% | 2,848 | -29,519 | -91.2% | -$552.06万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $46.51万 | 0.30% | 4,920 | 4,920 | — | $46.51万 | 新建仓 |
| VICR | VICOR CORP | $45.54万 | 0.30% | 1,199 | 1,199 | — | $45.54万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $27.55万 | 0.18% | 1,013 | 1,013 | — | $27.55万 | 新建仓 |
| CC | CHEMOURS CO | $22.76万 | 0.15% | 11,093 | 11,093 | — | $22.76万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $19.35万 | 0.13% | 578 | 578 | — | $19.35万 | 新建仓 |
| FORM | FORMFACTOR INC | $14.57万 | 0.09% | 911 | 911 | — | $14.57万 | 新建仓 |
| ALMU | AELUMA INC | $3.61万 | 0.02% | 1,633 | -71,840 | -97.8% | -$158.62万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $1.66万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $1.30万 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR II | $1,022 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -193,600 | -100.0% | -$1,978.20万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -71,300 | -100.0% | -$834.71万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -78,814 | -100.0% | -$537.04万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -133,689 | -100.0% | -$513.63万 | 清仓 |
| — | MAXEON SOLAR TECHNOLOGIES LT | $0 | 0.00% | 0 | -88,082 | -100.0% | -$13.30万 | 清仓 |