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 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | $365.80万 | 0.50% | 38,112 | 38,040 | 52,833.3% | $365.11万 | 重新持有 |
| IONQ | IONQ INC | $382.90万 | 0.53% | 71,892 | 70,038 | 3,777.7% | $373.02万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $393.74万 | 0.54% | 43,173 | 42,407 | 5,536.2% | $386.75万 | 重新持有 |
| OUST | OUSTER INC | $410.83万 | 0.56% | 65,711 | 65,711 | — | $410.83万 | 新建仓 |
| NEM | NEWMONT CORP | $416.38万 | 0.57% | 44,580 | 23,761 | 114.1% | $221.93万 | 重新持有 |
| TSLA | TESLA INC | $598.93万 | 0.82% | 14,240 | -1,667 | -10.5% | -$70.11万 | 减仓 |
| GOOG | ALPHABET INC | $603.52万 | 0.83% | 17,081 | 4,230 | 32.9% | $149.46万 | 重新持有 |
| CRCL | CIRCLE INTERNET GROUP INC | $640.91万 | 0.88% | 102,333 | 102,333 | — | $640.91万 | 新建仓 |
| LLY | ELI LILLY & CO | $641.34万 | 0.88% | 5,347 | 5,347 | — | $641.34万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $646.22万 | 0.89% | 8,938 | 3,413 | 61.8% | $246.76万 | 加仓 |
| QCOM | QUALCOMM INC | $675.15万 | 0.93% | 36,536 | 36,525 | 332,045.5% | $674.95万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $690.81万 | 0.95% | 25,014 | 24,113 | 2,676.2% | $665.93万 | 加仓 |
| TXN | TEXAS INSTRS INC | $707.47万 | 0.97% | 23,735 | 19,980 | 532.1% | $595.54万 | 加仓 |
| IREN | IREN LIMITED | $720.44万 | 0.99% | 157,543 | -93,492 | -37.2% | -$427.54万 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $753.26万 | 1.03% | 17,383 | -19,868 | -53.3% | -$860.94万 | 减仓 |
| CSCO | CISCO SYS INC | $791.57万 | 1.09% | 67,391 | 67,215 | 38,190.3% | $789.51万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $887.83万 | 1.22% | 93,910 | 91,061 | 3,196.2% | $860.89万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $996.45万 | 1.37% | 20,865 | 11,374 | 119.8% | $543.19万 | 重新持有 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,020.57万 | 1.40% | 37,528 | 37,420 | 34,648.1% | $1,017.64万 | 加仓 |
| KLAC | KLA CORP | $1,075.93万 | 1.48% | 35,661 | 17,621 | 97.7% | $531.64万 | 加仓 |
| GOOGL | ALPHABET INC | $1,211.31万 | 1.66% | 33,895 | 29,018 | 595.0% | $1,037.02万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,311.63万 | 1.80% | 13,592 | 6,574 | 93.7% | $634.39万 | 加仓 |
| ORCL | ORACLE CORP | $1,403.20万 | 1.92% | 95,749 | 78,459 | 453.8% | $1,149.82万 | 重新持有 |
| BE | BLOOM ENERGY CORP | $1,974.27万 | 2.71% | 65,222 | 23,037 | 54.6% | $697.33万 | 重新持有 |
| ASML | ASML HLDG NV | $2,098.06万 | 2.88% | 10,546 | 9,063 | 611.1% | $1,803.03万 | 加仓 |
| AAPL | APPLE INC | $2,577.71万 | 3.54% | 89,083 | 64,455 | 261.7% | $1,865.07万 | 加仓 |
| MSTR | STRATEGY INC | $2,905.37万 | 3.99% | 334,219 | 309,703 | 1,263.3% | $2,692.25万 | 重新持有 |
| GLW | CORNING INC | $3,061.48万 | 4.20% | 119,856 | 88,134 | 277.8% | $2,251.21万 | 加仓 |
| INTC | INTEL CORP | $3,481.86万 | 4.78% | 249,363 | 212,907 | 584.0% | $2,972.82万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,513.21万 | 6.19% | 77,692 | 53,722 | 224.1% | $3,120.76万 | 加仓 |