Eschler Asset Management LLP
London X0 · SEC CIK 0001910874
$1.00亿2026Q1 申报市值
33持仓数
80.9%前十大占比 · 第一大 25.2%
5 / 29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
BE 重新持有+$433.57万
GOOG 加仓+$430.52万
IAUX 加仓+$228.00万
BZ 加仓+$133.90万
KSPI 加仓+$129.61万
2026Q1 卖出最多 按季末市值估算
AGI 清仓-$2,012.41万
NEM 减仓-$811.88万
HL 清仓-$479.75万
BSV 清仓-$383.66万
SBSW 清仓-$335.55万
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 |
|---|---|---|---|---|---|---|---|---|
| GDXJ | VANECK ETF TRUST | $2,526.22万 | 25.18% | 210,448 | 10,448 | 5.2% | $125.42万 | 加仓 |
| IAUX | I-80 GOLD CORP | $1,368.00万 | 13.64% | 9,000,000 | 1,500,000 | 20.0% | $228.00万 | 加仓 |
| NEM | NEWMONT CORP | $1,082.50万 | 10.79% | 100,000 | -75,000 | -42.9% | -$811.88万 | 减仓 |
| GOOG | ALPHABET INC | $851.92万 | 8.49% | 29,698 | 15,008 | 102.2% | $430.52万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $479.76万 | 4.78% | 62,218 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $474.21万 | 4.73% | 35,000 | 32,000 | 1,066.7% | $433.57万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $451.27万 | 4.50% | 7,552 | 0 | 0.0% | — | 不变 |
| BZ | KANZHUN LIMITED | $334.75万 | 3.34% | 250,000 | 100,000 | 66.7% | $133.90万 | 加仓 |
| META | META PLATFORMS INC | $306.38万 | 3.05% | 5,355 | -41 | -0.8% | -$2.35万 | 减仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $241.20万 | 2.40% | 80,000 | 0 | 0.0% | — | 不变 |
| KSPI | KASPI KZ JSC | $233.12万 | 2.32% | 31,473 | 17,498 | 125.2% | $129.61万 | 加仓 |
| FUTU | FUTU HLDGS LTD | $150.44万 | 1.50% | 11,000 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD | $140.20万 | 1.40% | 14,300 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $129.68万 | 1.29% | 750 | 386 | 106.0% | $66.74万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $109.56万 | 1.09% | 2,315 | 405 | 21.2% | $19.17万 | 加仓 |
| SAM | BOSTON BEER INC | $105.98万 | 1.06% | 4,600 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $100.84万 | 1.01% | 5,782 | -12,148 | -67.8% | -$211.86万 | 减仓 |
| NU | NU HLDGS LTD | $100.59万 | 1.00% | 70,000 | 0 | 0.0% | — | 不变 |
| NRP | NATURAL RESOURCE PARTNERS LP | $96.80万 | 0.96% | 8,000 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $94.28万 | 0.94% | 14,814 | 14,814 | — | $94.28万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $79.53万 | 0.79% | 9,660 | 0 | 0.0% | — | 不变 |
| IPI | INTREPID POTASH INC | $78.96万 | 0.79% | 18,462 | 18,462 | — | $78.96万 | 新建仓 |
| NOW | SERVICENOW INC | $72.14万 | 0.72% | 6,900 | 6,900 | — | $72.14万 | 新建仓 |
| BLK | BLACKROCK INC | $70.78万 | 0.71% | 736 | -26 | -3.4% | -$2.50万 | 减仓 |
| RERE | ATRENEW INC | $66.74万 | 0.67% | 142,300 | 80,000 | 128.4% | $37.52万 | 加仓 |
| RIG | TRANSOCEAN LTD | $62.32万 | 0.62% | 94,000 | -50,000 | -34.7% | -$33.15万 | 减仓 |
| AMZN | AMAZON COM INC | $42.49万 | 0.42% | 2,040 | -133 | -6.1% | -$2.77万 | 减仓 |
| RBLX | ROBLOX CORP | $38.74万 | 0.39% | 6,850 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.80万 | 0.34% | 1,000 | 1,000 | — | $33.80万 | 新建仓 |
| HSAI | HESAI GROUP | $33.08万 | 0.33% | 17,300 | -15,700 | -47.6% | -$30.02万 | 减仓 |
| KWEB | KRANESHARES TRUST | $31.27万 | 0.31% | 11,000 | 11,000 | — | $31.27万 | 新建仓 |
| NOAH | NOAH HLDGS LTD | $24.35万 | 0.24% | 24,600 | 0 | 0.0% | — | 不变 |
| BHC | BAUSCH HEALTH COS INC | $20.25万 | 0.20% | 37,506 | 0 | 0.0% | — | 重新持有 |
| AGI | ALAMOS GOLD INC NEW | $0 | 0.00% | 0 | -521,620 | -100.0% | -$2,012.41万 | 清仓 |
| HL | HECLA MNG CO | $0 | 0.00% | 0 | -250,000 | -100.0% | -$479.75万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -48,682 | -100.0% | -$383.66万 | 清仓 |
| SBSW | SIBANYE STILLWATER LTD | $0 | 0.00% | 0 | -235,475 | -100.0% | -$335.55万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -128,690 | -100.0% | -$229.45万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -6,449 | -100.0% | -$223.20万 | 清仓 |
| SSRM | SSR MINING IN | $0 | 0.00% | 0 | -98,930 | -100.0% | -$216.85万 | 清仓 |
| BTG | B2GOLD CORP | $0 | 0.00% | 0 | -469,257 | -100.0% | -$211.63万 | 清仓 |
| EZA | ISHARES INC | $0 | 0.00% | 0 | -27,000 | -100.0% | -$185.76万 | 清仓 |
| HMY | HARMONY GOLD MINING CO LTD | $0 | 0.00% | 0 | -70,596 | -100.0% | -$140.49万 | 清仓 |
| MSOS | ADVISORSHARES TR | $0 | 0.00% | 0 | -296,784 | -100.0% | -$140.08万 | 清仓 |
| IAG | IAMGOLD CORP | $0 | 0.00% | 0 | -84,717 | -100.0% | -$139.70万 | 清仓 |
| ENVA | ENOVA INTL INC | $0 | 0.00% | 0 | -8,812 | -100.0% | -$138.52万 | 清仓 |
| ARKX | ARK ETF TR | $0 | 0.00% | 0 | -45,383 | -100.0% | -$131.52万 | 清仓 |
| — | ISHARES SILVER TR 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$123.00万 | 清仓 |
| GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | -16,300 | -100.0% | -$56.89万 | 清仓 |
| — | SEABRIDGE GOLD INC | $0 | 0.00% | 0 | -18,000 | -100.0% | -$53.26万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -2,325 | -100.0% | -$51.68万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -2,363 | -100.0% | -$50.81万 | 清仓 |
| PONY | PONY AI INC | $0 | 0.00% | 0 | -34,700 | -100.0% | -$50.31万 | 清仓 |
| VALE | VALE S A | $0 | 0.00% | 0 | -35,000 | -100.0% | -$45.60万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -1,460 | -100.0% | -$44.14万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -3,400 | -100.0% | -$43.37万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -5,679 | -100.0% | -$43.11万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -1,604 | -100.0% | -$41.90万 | 清仓 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | -8,990 | -100.0% | -$41.30万 | 清仓 |
| CRON | CRONOS GROUP INC | $0 | 0.00% | 0 | -143,998 | -100.0% | -$37.87万 | 清仓 |
| PPTA | PERPETUA RESOURCES CORP | $0 | 0.00% | 0 | -15,000 | -100.0% | -$36.31万 | 清仓 |
| VOXR | VOX ROYALTY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$28.54万 | 清仓 |