Caitong International Asset Management Co., Ltd
HONG KONG K3 · SEC CIK 0001963355
$7.29亿2026Q2 申报市值
2,999持仓数
33.7%前十大占比 · 第一大 6.2%
788 / 631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
AMD 加仓+$3,120.76万
INTC 加仓+$2,972.82万
MSTR 重新持有+$2,692.25万
GLW 加仓+$2,251.21万
AAPL 加仓+$1,865.07万
2026Q2 卖出最多 按季末市值估算
MRVL 减仓-$3,476.01万
LITE 清仓-$1,806.94万
AXTI 清仓-$1,456.22万
WDC 减仓-$1,250.89万
PLTR 清仓-$1,092.48万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| EXLS | EXLSERVICE HLDGS INC | $11.14万 | 0.02% | 4,306 | 4,284 | 19,472.7% | $11.08万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $11.21万 | 0.02% | 1,029 | 1,028 | 102,800.0% | $11.19万 | 加仓 |
| TRMB | TRIMBLE INC | $11.22万 | 0.02% | 2,192 | 1,581 | 258.8% | $8.09万 | 重新持有 |
| CRSR | CORSAIR GAMING INC | $11.23万 | 0.02% | 11,611 | 4,424 | 61.6% | $4.28万 | 加仓 |
| GLNG | GOLAR LNG LTD | $11.37万 | 0.02% | 2,281 | -5,131 | -69.2% | -$25.57万 | 减仓 |
| WYFI | WHITEFIBER INC | $11.46万 | 0.02% | 2,949 | 2,939 | 29,390.0% | $11.42万 | 重新持有 |
| VRSN | VERISIGN INC | $11.50万 | 0.02% | 457 | 223 | 95.3% | $5.61万 | 重新持有 |
| NN | NEXTNAV INC | $11.51万 | 0.02% | 6,454 | 4,196 | 185.8% | $7.48万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $11.52万 | 0.02% | 652 | -604 | -48.1% | -$10.67万 | 重新持有 |
| AEE | AMEREN CORP | $11.59万 | 0.02% | 1,025 | 1,025 | — | $11.59万 | 新建仓 |
| O | REALTY INCOME CORP | $11.64万 | 0.02% | 1,879 | 994 | 112.3% | $6.16万 | 加仓 |
| ATEX | ANTERIX INC | $11.70万 | 0.02% | 1,137 | 569 | 100.2% | $5.86万 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $11.74万 | 0.02% | 40,057 | 40,057 | — | $11.74万 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $11.77万 | 0.02% | 3,443 | 3,443 | — | $11.77万 | 新建仓 |
| CIB | GRUPO CIBEST SA | $12.09万 | 0.02% | 1,522 | -1,618 | -51.5% | -$12.85万 | 重新持有 |
| ARIS | ARIS MINING CORPORATION | $12.19万 | 0.02% | 8,178 | 8,161 | 48,005.9% | $12.17万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $12.23万 | 0.02% | 499 | -482 | -49.1% | -$11.82万 | 重新持有 |
| ECO | OKEANIS ECO TANKERS COR | $12.24万 | 0.02% | 2,442 | -2,686 | -52.4% | -$13.46万 | 减仓 |
| INFY | INFOSYS LTD | $12.30万 | 0.02% | 11,730 | 11,135 | 1,871.4% | $11.68万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $12.32万 | 0.02% | 1,509 | 757 | 100.7% | $6.18万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $12.33万 | 0.02% | 2,551 | -1,100 | -30.1% | -$5.32万 | 减仓 |
| REPL | REPLIMUNE GROUP INC | $12.36万 | 0.02% | 11,165 | 11,165 | — | $12.36万 | 新建仓 |
| — | ROBOSTRATEGY INC | $12.40万 | 0.02% | 3,120 | 3,120 | — | $12.40万 | 新建仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $12.42万 | 0.02% | 4,151 | -7 | -0.2% | -$210 | 减仓 |
| VECO | VEECO INSTRS INC DEL | $12.47万 | 0.02% | 1,645 | 1,500 | 1,034.5% | $11.37万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $12.48万 | 0.02% | 3,318 | 530 | 19.0% | $1.99万 | 加仓 |
| AIP | ARTERIS INC | $12.65万 | 0.02% | 2,604 | 2,564 | 6,410.0% | $12.46万 | 加仓 |
| NUVB | NUVATION BIO INC | $12.66万 | 0.02% | 22,287 | 21,355 | 2,291.3% | $12.13万 | 加仓 |
| HUBS | HUBSPOT INC | $12.68万 | 0.02% | 695 | 36 | 5.5% | $6,570 | 加仓 |
| CAMT | CAMTEK LTD | $12.71万 | 0.02% | 779 | -3,617 | -82.3% | -$59.00万 | 减仓 |
| AI | C3 AI INC | $12.73万 | 0.02% | 14,002 | 13,418 | 2,297.6% | $12.20万 | 加仓 |
| CG | CARLYLE GROUP INC | $12.83万 | 0.02% | 3,047 | 3,046 | 304,600.0% | $12.83万 | 加仓 |
| CC | CHEMOURS CO | $12.87万 | 0.02% | 6,272 | 6,272 | — | $12.87万 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC | $13.09万 | 0.02% | 20,782 | 20,700 | 25,243.9% | $13.04万 | 加仓 |
| PTC | PTC INC | $13.16万 | 0.02% | 1,158 | 1,158 | — | $13.16万 | 新建仓 |
| GWW | WW GRAINGER INC | $13.20万 | 0.02% | 97 | -299 | -75.5% | -$40.68万 | 重新持有 |
| CNH | CNH INDL N V | $13.22万 | 0.02% | 11,769 | 11,673 | 12,159.4% | $13.11万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $13.38万 | 0.02% | 11,153 | 8,025 | 256.6% | $9.63万 | 加仓 |
| BTG | B2GOLD CORP | $13.50万 | 0.02% | 36,084 | -177,034 | -83.1% | -$66.21万 | 减仓 |
| MCK | MCKESSON CORP | $13.53万 | 0.02% | 179 | 175 | 4,375.0% | $13.22万 | 加仓 |
| FTS | FORTIS INC | $13.53万 | 0.02% | 2,365 | 2,355 | 23,550.0% | $13.48万 | 加仓 |
| BLND | BLEND LABS INC | $13.96万 | 0.02% | 81,633 | 32,483 | 66.1% | $5.55万 | 加仓 |
| GLOB | GLOBANT S A | $14.02万 | 0.02% | 4,844 | 4,693 | 3,107.9% | $13.58万 | 加仓 |
| VSAT | VIASAT INC | $14.09万 | 0.02% | 1,569 | 1,348 | 610.0% | $12.11万 | 加仓 |
| EZPW | EZCORP INC | $14.12万 | 0.02% | 4,084 | -1,404 | -25.6% | -$4.85万 | 减仓 |
| TDW | TIDEWATER INC NEW | $14.14万 | 0.02% | 2,122 | 635 | 42.7% | $4.23万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $14.24万 | 0.02% | 1,125 | 1,125 | — | $14.24万 | 新建仓 |
| LTM | LATAM AIRLINES GROUP SA | $14.33万 | 0.02% | 2,460 | -3,754 | -60.4% | -$21.87万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $14.46万 | 0.02% | 1,933 | 480 | 33.0% | $3.59万 | 加仓 |
| FLO | FLOWERS FOODS INC | $14.52万 | 0.02% | 18,374 | 12,369 | 206.0% | $9.77万 | 加仓 |
| BEKE | KE HLDGS INC | $14.53万 | 0.02% | 9,999 | 9,961 | 26,213.2% | $14.47万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $14.61万 | 0.02% | 1,682 | 1,662 | 8,310.0% | $14.43万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $14.75万 | 0.02% | 7,187 | 7,134 | 13,460.4% | $14.65万 | 加仓 |
| OGE | OGE ENERGY CORP | $14.78万 | 0.02% | 3,037 | 3,031 | 50,516.7% | $14.75万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $14.78万 | 0.02% | 1,292 | 1,015 | 366.4% | $11.61万 | 重新持有 |
| AXIAY | AXIA ENERGIA SA | $14.97万 | 0.02% | 14,179 | -7,598 | -34.9% | -$8.02万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $15.02万 | 0.02% | 11,361 | 11,343 | 63,016.7% | $15.00万 | 加仓 |
| HDB | HDFC BANK LTD | $15.20万 | 0.02% | 5,883 | -13,992 | -70.4% | -$36.14万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $15.35万 | 0.02% | 2,370 | -889 | -27.3% | -$5.76万 | 减仓 |
| BL | BLACKLINE INC | $15.37万 | 0.02% | 5,474 | 5,455 | 28,710.5% | $15.31万 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $15.38万 | 0.02% | 67,155 | -23,794 | -26.2% | -$5.45万 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $15.48万 | 0.02% | 6,919 | 4,899 | 242.5% | $10.96万 | 重新持有 |
| EQT | EQT CORP | $15.50万 | 0.02% | 2,915 | -67,476 | -95.9% | -$358.77万 | 减仓 |
| HUN | HUNTSMAN CORP | $15.59万 | 0.02% | 14,679 | 14,679 | — | $15.59万 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $15.82万 | 0.02% | 5,820 | 5,811 | 64,566.7% | $15.80万 | 重新持有 |
| PDD | PDD HOLDINGS INC | $15.84万 | 0.02% | 2,076 | -13,387 | -86.6% | -$102.12万 | 减仓 |
| CERT | CERTARA INC | $15.87万 | 0.02% | 24,226 | -38,399 | -61.3% | -$25.15万 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $15.94万 | 0.02% | 8,675 | -56,305 | -86.6% | -$103.43万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $16.03万 | 0.02% | 430 | 227 | 111.8% | $8.46万 | 加仓 |
| FRMI | FERMI INC | $16.27万 | 0.02% | 17,765 | -79,309 | -81.7% | -$72.65万 | 减仓 |
| NGG | NATIONAL GRID PLC | $16.31万 | 0.02% | 1,968 | 1,956 | 16,300.0% | $16.21万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $16.45万 | 0.02% | 2,253 | 2,253 | — | $16.45万 | 新建仓 |
| RNG | RINGCENTRAL INC | $16.60万 | 0.02% | 4,259 | 4,241 | 23,561.1% | $16.53万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $16.60万 | 0.02% | 5,540 | 5,540 | — | $16.60万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $16.74万 | 0.02% | 3,214 | 1,849 | 135.5% | $9.63万 | 重新持有 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $16.88万 | 0.02% | 3,676 | 3,667 | 40,744.4% | $16.84万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $16.90万 | 0.02% | 707 | -28,853 | -97.6% | -$689.62万 | 减仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $16.94万 | 0.02% | 46,548 | 32,552 | 232.6% | $11.85万 | 重新持有 |
| RDY | DR REDDYS LABS LTD | $17.03万 | 0.02% | 11,751 | 11,751 | — | $17.03万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD | $17.31万 | 0.02% | 15,226 | -16,419 | -51.9% | -$18.67万 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $17.45万 | 0.02% | 6,056 | 4,840 | 398.0% | $13.94万 | 加仓 |
| RR | RICHTECH ROBOTICS INC | $17.53万 | 0.02% | 83,066 | 14,095 | 20.4% | $2.97万 | 加仓 |
| DRS | LEONARDO DRS INC | $17.67万 | 0.02% | 4,142 | 4,033 | 3,700.0% | $17.21万 | 加仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $17.71万 | 0.02% | 9,706 | 9,680 | 37,230.8% | $17.67万 | 重新持有 |
| BULL | WEBULL CORP | $17.76万 | 0.02% | 27,238 | 12,452 | 84.2% | $8.12万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $17.77万 | 0.02% | 5,490 | 5,406 | 6,435.7% | $17.50万 | 加仓 |
| RIG | TRANSOCEAN LTD | $17.88万 | 0.02% | 36,568 | -298,287 | -89.1% | -$145.86万 | 减仓 |
| HPQ | HP INC | $17.99万 | 0.02% | 8,198 | 8,031 | 4,809.0% | $17.62万 | 加仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $18.03万 | 0.02% | 38,192 | -46,416 | -54.9% | -$21.91万 | 减仓 |
| MNDY | MONDAY COM LTD | $18.10万 | 0.02% | 2,500 | 2,500 | — | $18.10万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $18.21万 | 0.02% | 2,384 | -10,859 | -82.0% | -$82.96万 | 减仓 |
| MFC | MANULIFE FINL CORP | $18.22万 | 0.02% | 4,498 | 4,464 | 13,129.4% | $18.08万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $18.30万 | 0.03% | 1,591 | 1,586 | 31,720.0% | $18.24万 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $18.96万 | 0.03% | 749 | 581 | 345.8% | $14.71万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $19.04万 | 0.03% | 7,843 | 7,843 | — | $19.04万 | 新建仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $19.12万 | 0.03% | 25,807 | 10,823 | 72.2% | $8.02万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $19.20万 | 0.03% | 6,556 | -43,782 | -87.0% | -$128.24万 | 重新持有 |
| FDX | FEDEX CORP | $19.32万 | 0.03% | 617 | 617 | — | $19.32万 | 新建仓 |
| TGB | TREKOR METALS LTD | $19.52万 | 0.03% | 28,379 | 28,379 | — | $19.52万 | 新建仓 |
| — | GCT SEMICONDUCTOR HLDG INC | $19.55万 | 0.03% | 65,817 | 65,798 | 346,305.3% | $19.54万 | 加仓 |