Panview Capital Ltd
HONG KONG K3 · SEC CIK 0002035224
$5.68亿2026Q2 申报市值
14持仓数
86.4%前十大占比 · 第一大 15.4%
5 / 3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
ASML 新建仓+$3,966.74万
MTSI 新建仓+$3,727.02万
FORM 新建仓+$3,656.75万
CNQ 新建仓+$1,920.99万
GDX 加仓+$941.62万
2026Q2 卖出最多 按季末市值估算
INTC 清仓-$3,579.45万
CRWV 减仓-$2,809.79万
APP 减仓-$2,565.79万
NOK 减仓-$2,024.84万
FUTU 清仓-$1,230.84万
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 |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | $8,752.98万 | 15.41% | 169,885 | -49,799 | -22.7% | -$2,565.79万 | 减仓 |
| CRWV | COREWEAVE INC | $6,116.58万 | 10.77% | 614,485 | -282,277 | -31.5% | -$2,809.79万 | 减仓 |
| NOK | NOKIA CORP | $5,891.28万 | 10.37% | 4,436,204 | -1,524,728 | -25.6% | -$2,024.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,156.26万 | 9.08% | 257,697 | -22,303 | -8.0% | -$446.26万 | 减仓 |
| GDX | VANECK ETF TRUST | $4,549.23万 | 8.01% | 602,946 | 124,800 | 26.1% | $941.62万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $3,987.51万 | 7.02% | 405,853 | 64,488 | 18.9% | $633.59万 | 加仓 |
| ASML | ASML HLDG NV | $3,966.74万 | 6.98% | 19,939 | 19,939 | — | $3,966.74万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $3,727.02万 | 6.56% | 97,984 | 97,984 | — | $3,727.02万 | 新建仓 |
| FORM | FORMFACTOR INC | $3,656.75万 | 6.44% | 228,647 | 228,647 | — | $3,656.75万 | 新建仓 |
| VEON | VEON LTD | $3,292.45万 | 5.80% | 630,616 | 73,004 | 13.1% | $381.15万 | 加仓 |
| EQT | EQT CORP | $2,727.83万 | 4.80% | 513,039 | 40,439 | 8.6% | $215.01万 | 加仓 |
| DOLE | DOLE PLC | $2,355.43万 | 4.15% | 1,716,784 | 360,961 | 26.6% | $495.24万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1,920.99万 | 3.38% | 486,326 | 486,326 | — | $1,920.99万 | 新建仓 |
| WOLF | WOLFSPEED INC | $695.21万 | 1.22% | 144,085 | 144,085 | — | $695.21万 | 新建仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -811,115 | -100.0% | -$3,579.45万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -90,000 | -100.0% | -$1,230.84万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -21,805 | -100.0% | -$532.43万 | 清仓 |