Maytree Asset Management Ltd
HONG KONG K3 · SEC CIK 0001869683
$1.41亿2026Q1 申报市值
20持仓数
89.3%前十大占比 · 第一大 15.8%
10 / 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
SNDK 新建仓+$1,941.85万
COHR 新建仓+$1,261.63万
LITE 加仓+$1,091.46万
U 加仓+$875.17万
ECHO 新建仓+$834.71万
2026Q1 卖出最多 按季末市值估算
AXTI 减仓-$3,347.44万
PDD 减仓-$3,264.77万
NVDA 清仓-$1,167.64万
SNPS 清仓-$982.42万
TSM 清仓-$548.61万
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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $2,232.10万 | 15.78% | 505,800 | 177,206 | 53.9% | $782.01万 | 加仓 |
| PDD | PDD HOLDINGS INC | $1,978.20万 | 13.98% | 193,600 | -319,512 | -62.3% | -$3,264.77万 | 减仓 |
| SNDK | SANDISK CORP | $1,941.85万 | 13.73% | 30,564 | 30,564 | — | $1,941.85万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $1,523.65万 | 10.77% | 21,681 | 15,531 | 252.5% | $1,091.46万 | 加仓 |
| COHR | COHERENT CORP | $1,261.63万 | 8.92% | 52,963 | 52,963 | — | $1,261.63万 | 新建仓 |
| U | UNITY SOFTWARE INC | $1,141.47万 | 8.07% | 520,270 | 398,892 | 328.6% | $875.17万 | 加仓 |
| ECHO | ECHOSTAR CORP | $834.71万 | 5.90% | 71,300 | 71,300 | — | $834.71万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $636.92万 | 4.50% | 28,681 | 28,681 | — | $636.92万 | 新建仓 |
| AXTI | AXT INC | $540.30万 | 3.82% | 94,822 | -587,477 | -86.1% | -$3,347.44万 | 减仓 |
| SLV | ISHARES SILVER TR | $537.04万 | 3.80% | 78,814 | 78,814 | — | $537.04万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $513.63万 | 3.63% | 133,689 | 14,194 | 11.9% | $54.53万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $315.32万 | 2.23% | 32,367 | 32,367 | — | $315.32万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $277.38万 | 1.96% | 61,600 | 61,600 | — | $277.38万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $159.32万 | 1.13% | 31,999 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC | $139.01万 | 0.98% | 234,030 | 234,030 | — | $139.01万 | 新建仓 |
| ALMU | AELUMA INC | $96.18万 | 0.68% | 73,473 | 73,473 | — | $96.18万 | 新建仓 |
| — | MAXEON SOLAR TECHNOLOGIES LT | $13.30万 | 0.09% | 88,082 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $1.90万 | 0.01% | 640 | 640 | — | $1.90万 | 新建仓 |
| SIL | GLOBAL X FDS | $1.51万 | 0.01% | 168 | -11,422 | -98.6% | -$102.89万 | 减仓 |
| — | PROSHARES TR II | $1,649 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -62,608 | -100.0% | -$1,167.64万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -20,915 | -100.0% | -$982.42万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | -18,053 | -100.0% | -$548.61万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -19,600 | -100.0% | -$203.08万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -2,980 | -100.0% | -$200.80万 | 清仓 |
| — | VICARIOUS SURGICAL INC | $0 | 0.00% | 0 | -17,828 | -100.0% | -$3.87万 | 清仓 |