Eschler Asset Management LLP
London X0 · SEC CIK 0001910874
$5,619.45万2026Q2 申报市值
34持仓数
66.3%前十大占比 · 第一大 9.5%
11 / 11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
ITA 新建仓+$498.68万
VGSH 新建仓+$283.27万
SNDK 新建仓+$251.25万
XLI 新建仓+$242.17万
TSM 加仓+$205.59万
2026Q2 卖出最多 按季末市值估算
GDXJ 减仓-$1,927.69万
IAUX 清仓-$1,368.00万
NEM 清仓-$1,082.50万
GOOG 减仓-$535.47万
BE 清仓-$474.21万
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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | $531.79万 | 9.46% | 62,218 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $518.57万 | 9.23% | 7,552 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $513.63万 | 9.14% | 14,540 | -15,158 | -51.0% | -$535.47万 | 减仓 |
| ITA | ISHARES TR | $498.68万 | 8.87% | 20,571 | 20,571 | — | $498.68万 | 新建仓 |
| KSPI | KASPI KZ JSC | $329.08万 | 5.86% | 37,983 | 6,510 | 20.7% | $56.40万 | 加仓 |
| META | META PLATFORMS INC | $301.58万 | 5.37% | 5,355 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $283.27万 | 5.04% | 48,682 | 48,682 | — | $283.27万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $253.35万 | 4.51% | 5,305 | 4,305 | 430.5% | $205.59万 | 加仓 |
| SNDK | SANDISK CORP | $251.25万 | 4.47% | 1,105 | 1,105 | — | $251.25万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $242.17万 | 4.31% | 13,074 | 13,074 | — | $242.17万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $156.33万 | 2.78% | 921 | 171 | 22.8% | $29.03万 | 加仓 |
| NU | NU HLDGS LTD | $149.63万 | 2.66% | 112,000 | 42,000 | 60.0% | $56.11万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $144.01万 | 2.56% | 4,358 | 4,358 | — | $144.01万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $139.96万 | 2.49% | 14,245 | -196,203 | -93.2% | -$1,927.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $109.59万 | 1.95% | 5,478 | -304 | -5.3% | -$6.08万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $109.06万 | 1.94% | 10,876 | 10,876 | — | $109.06万 | 新建仓 |
| HRB | BLOCK H & R INC | $102.82万 | 1.83% | 27,000 | 27,000 | — | $102.82万 | 新建仓 |
| DUOL | DUOLINGO INC | $89.78万 | 1.60% | 7,806 | 7,806 | — | $89.78万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $85.37万 | 1.52% | 2,190 | -125 | -5.4% | -$4.87万 | 减仓 |
| CPRT | COPART INC | $84.57万 | 1.50% | 30,000 | 30,000 | — | $84.57万 | 新建仓 |
| VAL | VALARIS LTD | $82.04万 | 1.46% | 11,300 | -3,000 | -21.0% | -$21.78万 | 减仓 |
| SAM | BOSTON BEER INC | $81.43万 | 1.45% | 4,600 | 0 | 0.0% | — | 不变 |
| NRP | NATURAL RESOURCE PARTNERS LP | $77.60万 | 1.38% | 8,000 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $68.50万 | 1.22% | 6,900 | 0 | 0.0% | — | 不变 |
| BZ | KANZHUN LIMITED | $68.21万 | 1.21% | 53,000 | -197,000 | -78.8% | -$253.54万 | 减仓 |
| BLK | BLACKROCK INC | $66.91万 | 1.19% | 696 | -40 | -5.4% | -$3.85万 | 减仓 |
| AMZN | AMAZON COM INC | $48.61万 | 0.87% | 2,040 | 0 | 0.0% | — | 不变 |
| RERE | ATRENEW INC | $48.22万 | 0.86% | 124,600 | -17,700 | -12.4% | -$6.85万 | 减仓 |
| VOXR | VOX ROYALTY CORP | $48.14万 | 0.86% | 102,000 | 37,800 | 58.9% | $17.84万 | 重新持有 |
| RBLX | ROBLOX CORP | $37.24万 | 0.66% | 6,850 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC 看跌期权 | $31.15万 | 0.55% | 350 | 350 | — | $31.15万 | 新建仓 |
| NOAH | NOAH HLDGS LTD | $24.58万 | 0.44% | 24,600 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $23.83万 | 0.42% | 800 | 800 | — | $23.83万 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $18.49万 | 0.33% | 37,506 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $0 | 0.00% | 0 | -9,000,000 | -100.0% | -$1,368.00万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1,082.50万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -35,000 | -100.0% | -$474.21万 | 清仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $0 | 0.00% | 0 | -80,000 | -100.0% | -$241.20万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -11,000 | -100.0% | -$150.44万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -14,814 | -100.0% | -$94.28万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -9,660 | -100.0% | -$79.53万 | 清仓 |
| IPI | INTREPID POTASH INC | $0 | 0.00% | 0 | -18,462 | -100.0% | -$78.96万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -94,000 | -100.0% | -$62.32万 | 清仓 |
| HSAI | HESAI GROUP | $0 | 0.00% | 0 | -17,300 | -100.0% | -$33.08万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -11,000 | -100.0% | -$31.27万 | 清仓 |