Panview Capital Ltd
HONG KONG K3 · SEC CIK 0002035224
$4.67亿2026Q1 申报市值
12持仓数
96.2%前十大占比 · 第一大 18.7%
6 / 3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
CRWV 新建仓+$6,947.22万
APP 加仓+$5,003.10万
NVDA 新建仓+$4,883.20万
NOK 新建仓+$4,792.59万
INTC 新建仓+$3,579.45万
2026Q1 卖出最多 按季末市值估算
PDD 清仓-$2,060.07万
MMYT 清仓-$1,202.66万
GDXJ 减仓-$1,042.37万
TPR 清仓-$1,022.16万
GDX 减仓-$873.23万
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 |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | $8,743.42万 | 18.71% | 219,684 | 125,706 | 133.8% | $5,003.10万 | 加仓 |
| CRWV | COREWEAVE INC | $6,947.22万 | 14.87% | 896,762 | 896,762 | — | $6,947.22万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $4,883.20万 | 10.45% | 280,000 | 280,000 | — | $4,883.20万 | 新建仓 |
| NOK | NOKIA CORP | $4,792.59万 | 10.26% | 5,960,932 | 5,960,932 | — | $4,792.59万 | 新建仓 |
| GDX | VANECK ETF TRUST | $4,387.95万 | 9.39% | 478,146 | -95,154 | -16.6% | -$873.23万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $4,097.75万 | 8.77% | 341,365 | -86,835 | -20.3% | -$1,042.37万 | 减仓 |
| INTC | INTEL CORP | $3,579.45万 | 7.66% | 811,115 | 811,115 | — | $3,579.45万 | 新建仓 |
| EQT | EQT CORP | $3,007.63万 | 6.44% | 472,600 | -10,000 | -2.1% | -$63.64万 | 减仓 |
| VEON | VEON LTD | $2,581.74万 | 5.53% | 557,612 | 42,685 | 8.3% | $197.63万 | 加仓 |
| DOLE | DOLE PLC | $1,937.47万 | 4.15% | 1,355,823 | -76,152 | -5.3% | -$108.82万 | 减仓 |
| FUTU | FUTU HLDGS LTD | $1,230.84万 | 2.63% | 90,000 | 90,000 | — | $1,230.84万 | 新建仓 |
| MPC | MARATHON PETE CORP | $532.43万 | 1.14% | 21,805 | 21,805 | — | $532.43万 | 新建仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -181,680 | -100.0% | -$2,060.07万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -146,452 | -100.0% | -$1,202.66万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -80,000 | -100.0% | -$1,022.16万 | 清仓 |