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 |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -25,712 | -100.0% | -$1,806.94万 | 清仓 |
| AXTI | AXT INC | $0 | 0.00% | 0 | -255,567 | -100.0% | -$1,456.22万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -74,684 | -100.0% | -$1,092.48万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -55,643 | -100.0% | -$944.04万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -61,323 | -100.0% | -$518.73万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -60,532 | -100.0% | -$402.42万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -11,875 | -100.0% | -$390.56万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -93,685 | -100.0% | -$372.12万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -90,466 | -100.0% | -$363.94万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -31,188 | -100.0% | -$326.07万 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -55,071 | -100.0% | -$279.76万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -125,459 | -100.0% | -$275.26万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -45,216 | -100.0% | -$228.07万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -5,665 | -100.0% | -$219.93万 | 清仓 |
| — | ARGAN INC | $0 | 0.00% | 0 | -3,962 | -100.0% | -$215.79万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -6,800 | -100.0% | -$201.59万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -6,985 | -100.0% | -$195.06万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -14,241 | -100.0% | -$166.96万 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -55,250 | -100.0% | -$160.56万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -17,326 | -100.0% | -$159.52万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -9,385 | -100.0% | -$158.74万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -9,375 | -100.0% | -$157.89万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -13,170 | -100.0% | -$155.47万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $0 | 0.00% | 0 | -77,574 | -100.0% | -$145.06万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -5,594 | -100.0% | -$140.17万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -9,186 | -100.0% | -$137.93万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -3,754 | -100.0% | -$134.27万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -37,103 | -100.0% | -$118.77万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -14,407 | -100.0% | -$107.33万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -37,627 | -100.0% | -$95.95万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -6,171 | -100.0% | -$95.63万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -2,249 | -100.0% | -$95.51万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -2,513 | -100.0% | -$82.19万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -21,570 | -100.0% | -$81.04万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -8,888 | -100.0% | -$79.63万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -29,556 | -100.0% | -$76.49万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -1,595 | -100.0% | -$75.69万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -19,705 | -100.0% | -$73.48万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -19,314 | -100.0% | -$73.41万 | 清仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $0 | 0.00% | 0 | -29,471 | -100.0% | -$70.38万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -1,273 | -100.0% | -$69.23万 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -15,217 | -100.0% | -$66.54万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -1,128 | -100.0% | -$63.54万 | 清仓 |
| VICR | VICOR CORP | $0 | 0.00% | 0 | -3,762 | -100.0% | -$60.57万 | 清仓 |
| RRR | RED ROCK RESORTS INC | $0 | 0.00% | 0 | -11,145 | -100.0% | -$59.47万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -3,239 | -100.0% | -$56.56万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -1,704 | -100.0% | -$55.99万 | 清仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -16,222 | -100.0% | -$54.88万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -14,984 | -100.0% | -$52.65万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -16,255 | -100.0% | -$48.96万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -1,133 | -100.0% | -$47.22万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | -1,122 | -100.0% | -$44.83万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -515 | -100.0% | -$43.57万 | 清仓 |
| ALMS | ALUMIS INC | $0 | 0.00% | 0 | -19,708 | -100.0% | -$43.42万 | 清仓 |
| — | QUANTA SVCS INC | $0 | 0.00% | 0 | -785 | -100.0% | -$43.10万 | 清仓 |
| — | PRAIRIE OPER CO | $0 | 0.00% | 0 | -195,661 | -100.0% | -$39.72万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -5,250 | -100.0% | -$39.54万 | 清仓 |
| BOBS | BOBS DISC FURNITURE INC | $0 | 0.00% | 0 | -33,326 | -100.0% | -$39.16万 | 清仓 |
| YOU | CLEAR SECURE INC | $0 | 0.00% | 0 | -7,859 | -100.0% | -$38.05万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -2,948 | -100.0% | -$37.23万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -3,795 | -100.0% | -$36.91万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | -13,081 | -100.0% | -$36.23万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -2,648 | -100.0% | -$35.30万 | 清仓 |
| FTDR | FRONTDOOR INC | $0 | 0.00% | 0 | -6,538 | -100.0% | -$34.56万 | 清仓 |
| LECO | LINCOLN ELEC HLDGS INC | $0 | 0.00% | 0 | -1,371 | -100.0% | -$34.15万 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -5,748 | -100.0% | -$33.94万 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -3,364 | -100.0% | -$33.44万 | 清仓 |
| COMP | COMPASS INC | $0 | 0.00% | 0 | -45,690 | -100.0% | -$33.40万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -2,769 | -100.0% | -$32.88万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -1,003 | -100.0% | -$32.15万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -913 | -100.0% | -$32.12万 | 清仓 |
| CGON | CG ONCOLOGY INC | $0 | 0.00% | 0 | -4,693 | -100.0% | -$31.76万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -1,372 | -100.0% | -$31.68万 | 清仓 |
| PRGS | PROGRESS SOFTWARE CORP | $0 | 0.00% | 0 | -12,240 | -100.0% | -$31.40万 | 清仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $0 | 0.00% | 0 | -9,886 | -100.0% | -$31.17万 | 清仓 |
| — | BARCLAYS PLC | $0 | 0.00% | 0 | -14,420 | -100.0% | -$30.51万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -756 | -100.0% | -$29.97万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -2,433 | -100.0% | -$29.33万 | 清仓 |
| NNN | NNN REIT INC | $0 | 0.00% | 0 | -6,931 | -100.0% | -$29.13万 | 清仓 |
| M | MACYS INC | $0 | 0.00% | 0 | -15,996 | -100.0% | -$28.94万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -8,586 | -100.0% | -$28.75万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -1,423 | -100.0% | -$27.90万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -1,972 | -100.0% | -$27.10万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -1,900 | -100.0% | -$25.98万 | 清仓 |
| TDC | TERADATA CORP DEL | $0 | 0.00% | 0 | -10,103 | -100.0% | -$25.89万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -1,100 | -100.0% | -$25.13万 | 清仓 |
| AIR | AAR CORP | $0 | 0.00% | 0 | -2,296 | -100.0% | -$25.13万 | 清仓 |
| GOLD | GOLD COM INC | $0 | 0.00% | 0 | -6,209 | -100.0% | -$24.89万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -1,644 | -100.0% | -$24.66万 | 清仓 |
| HSAI | HESAI GROUP | $0 | 0.00% | 0 | -12,819 | -100.0% | -$24.51万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1,280 | -100.0% | -$24.15万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -10,109 | -100.0% | -$23.91万 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED | $0 | 0.00% | 0 | -2,812 | -100.0% | -$23.80万 | 清仓 |
| — | CARNIVAL PLC | $0 | 0.00% | 0 | -9,049 | -100.0% | -$23.32万 | 清仓 |
| LINE | LINEAGE INC | $0 | 0.00% | 0 | -7,085 | -100.0% | -$23.21万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -776 | -100.0% | -$23.11万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -35,700 | -100.0% | -$23.03万 | 清仓 |
| AROC | ARCHROCK INC | $0 | 0.00% | 0 | -6,499 | -100.0% | -$22.62万 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $0 | 0.00% | 0 | -10,794 | -100.0% | -$22.61万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -490 | -100.0% | -$22.59万 | 清仓 |