MY.Alpha Management HK Advisors Ltd
HONG KONG K3 · SEC CIK 0001910173
$2.60亿2026Q2 申报市值
9持仓数
100.0%前十大占比 · 第一大 19.1%
1 / 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
EWY 新建仓+$4,954.63万
ACMR 重新持有+$1,825.88万
BABA 加仓+$1,213.19万
FUTU 加仓+$853.26万
SE 重新持有+$618.10万
2026Q2 卖出最多 按季末市值估算
SNDK 清仓-$3,920.05万
PAYP 清仓-$3,246.67万
TSM 减仓-$1,814.77万
MU 清仓-$1,653.56万
BILI 清仓-$952.74万
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 |
|---|---|---|---|---|---|---|---|---|
| SNDK | SEA LTD | $0 | 0.00% | 0 | -61,700 | -100.0% | -$3,920.05万 | 清仓 |
| PAYP | PAYPAY CORP | $0 | 0.00% | 0 | -1,521,400 | -100.0% | -$3,246.67万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -48,945 | -100.0% | -$1,653.56万 | 清仓 |
| BILI | BILIBILI INC | $0 | 0.00% | 0 | -422,312 | -100.0% | -$952.74万 | 清仓 |
| PBR | PETROLEO BRASILEIRO S A | $0 | 0.00% | 0 | -434,800 | -100.0% | -$902.21万 | 清仓 |
| SE | SEA LTD | $1,260.16万 | 4.85% | 131,500 | 64,500 | 96.3% | $618.10万 | 重新持有 |
| BABA | ALIBABA GROUP HOLDING | $1,771.02万 | 6.82% | 184,520 | 126,400 | 217.5% | $1,213.19万 | 加仓 |
| NTES | NETEASE INC | $2,017.83万 | 7.77% | 157,471 | -30,500 | -16.2% | -$390.83万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2,252.22万 | 8.68% | 47,160 | -38,000 | -44.6% | -$1,814.77万 | 减仓 |
| GDS | GDS HLDGS LTD | $2,539.28万 | 9.78% | 845,582 | -7,600 | -0.9% | -$22.82万 | 减仓 |
| ACMR | ACM RESEARCH INC | $3,165.91万 | 12.19% | 249,500 | 143,895 | 136.3% | $1,825.88万 | 重新持有 |
| JOYY | JOYY INC | $3,940.67万 | 15.18% | 597,162 | 0 | 0.0% | — | 不变 |
| FUTU | FUTU HLDGS LTD | $4,059.81万 | 15.64% | 433,093 | 91,024 | 26.6% | $853.26万 | 加仓 |
| EWY | ISHARES INC | $4,954.63万 | 19.08% | 245,400 | 245,400 | — | $4,954.63万 | 新建仓 |