BRIGHT VALLEY CAPITAL Ltd
HONG KONG K3 · SEC CIK 0001965546
$1.53亿2026Q1 申报市值
13持仓数
99.0%前十大占比 · 第一大 29.6%
5 / 4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
VIPS 加仓+$2,324.20万
GLD 新建仓+$688.46万
INTC 加仓+$617.82万
STAA 新建仓+$508.57万
LITE 新建仓+$161.63万
2026Q1 卖出最多 按季末市值估算
HTHT 清仓-$2,521.88万
EDU 减仓-$1,983.24万
PDD 清仓-$823.21万
YMM 减仓-$584.96万
QFIN 清仓-$434.54万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HTHT | H WORLD GROUP LTD | $0 | 0.00% | 0 | -536,000 | -100.0% | -$2,521.88万 | 清仓 |
| ATAT | ATOUR LIFESTYLE HOLDINGS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -72,600 | -100.0% | -$823.21万 | 清仓 |
| QFIN | QFIN HOLDINGS INC | $0 | 0.00% | 0 | -225,500 | -100.0% | -$434.54万 | 清仓 |
| FUTU | FUTU HOLDINGS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MOMO | HELLO GROUP INC | $0 | 0.00% | 0 | -20,600 | -100.0% | -$13.49万 | 清仓 |
| — | LEXINFINTECH HOLDINGS LTD | $39.61万 | 0.26% | 181,697 | -213,001 | -54.0% | -$46.43万 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $42.41万 | 0.28% | 51,100 | -704,776 | -93.2% | -$584.96万 | 减仓 |
| DDL | DINGDONG (CAYMAN) LTD | $68.56万 | 0.45% | 266,760 | 266,760 | — | $68.56万 | 新建仓 |
| LITE | LUMENTUM HOLDINGS INC | $161.63万 | 1.05% | 2,300 | 2,300 | — | $161.63万 | 新建仓 |
| STAA | STAAR SURGICAL CO | $508.57万 | 3.31% | 271,965 | 271,965 | — | $508.57万 | 新建仓 |
| — | DOUYU INTERNATIONAL HOLDINGS LTD | $669.78万 | 4.37% | 1,334,229 | 226,840 | 20.5% | $113.87万 | 加仓 |
| GLD | SPDR GOLD SHARES | $688.46万 | 4.49% | 16,000 | 16,000 | — | $688.46万 | 新建仓 |
| EDU | NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC | $995.27万 | 6.49% | 175,750 | -350,211 | -66.6% | -$1,983.24万 | 减仓 |
| PDD | PDD HOLDINGS INC 看涨期权 | $1,123.98万 | 7.33% | 110,000 | 110,000 | — | $1,123.98万 | 新建仓 |
| JOYY | JOYY INC | $1,808.92万 | 11.79% | 309,800 | -28,900 | -8.5% | -$168.75万 | 减仓 |
| INTC | INTEL CORP | $1,902.00万 | 12.40% | 431,000 | 140,000 | 48.1% | $617.82万 | 加仓 |
| VIPS | VIPSHOP HOLDINGS LTD | $2,789.18万 | 18.18% | 1,774,290 | 1,478,501 | 499.8% | $2,324.20万 | 加仓 |
| INTC | INTEL CORP 看涨期权 | $4,545.39万 | 29.62% | 1,030,000 | -1,495,000 | -59.2% | -$6,597.44万 | 减仓 |