Triata Capital Ltd
HONG KONG K3 · SEC CIK 0002014039
$5.88亿2026Q2 申报市值
12持仓数
99.5%前十大占比 · 第一大 41.6%
0 / 2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
PDD 加仓+$8,614.28万
QFIN 加仓+$2,640.56万
GDS 加仓+$1,853.81万
VNET 加仓+$463.31万
TCOM 加仓+$457.18万
2026Q2 卖出最多 按季末市值估算
YMM 清仓-$1,923.87万
EDU 清仓-$975.73万
IQ 减仓-$723.53万
BABA 减仓-$581.50万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PDD | PDD HOLDINGS INC | $2.45亿 | 41.64% | 3,211,624 | 1,129,297 | 54.2% | $8,614.28万 | 加仓 |
| VNET | VNET GROUP INC | $9,458.20万 | 16.08% | 11,763,935 | 576,253 | 5.2% | $463.31万 | 加仓 |
| QFIN | QFIN HOLDINGS INC | $8,168.42万 | 13.89% | 5,166,613 | 1,670,185 | 47.8% | $2,640.56万 | 加仓 |
| GDS | GDS HLDGS LTD | $5,120.78万 | 8.70% | 1,705,220 | 617,318 | 56.7% | $1,853.81万 | 加仓 |
| BEKE | KE HLDGS INC | $2,416.43万 | 4.11% | 1,663,066 | 283,359 | 20.5% | $411.72万 | 加仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $2,155.12万 | 3.66% | 677,712 | 112,543 | 19.9% | $357.89万 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $2,005.33万 | 3.41% | 503,346 | 114,753 | 29.5% | $457.18万 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $1,819.19万 | 3.09% | 629,914 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1,678.14万 | 2.85% | 174,843 | -60,586 | -25.7% | -$581.50万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $1,190.43万 | 2.02% | 285,338 | 47,903 | 20.2% | $199.85万 | 加仓 |
| TUYA | TUYA INC | $201.59万 | 0.34% | 1,145,371 | 0 | 0.0% | — | 不变 |
| IQ | IQIYI INC | $115.24万 | 0.20% | 1,108,095 | -6,957,005 | -86.3% | -$723.53万 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $0 | 0.00% | 0 | -2,317,919 | -100.0% | -$1,923.87万 | 清仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $0 | 0.00% | 0 | -172,299 | -100.0% | -$975.73万 | 清仓 |