WIM INVESTMENT MANAGEMENT Ltd
HONG KONG K3 · SEC CIK 0002042565
$3.05亿2026Q2 申报市值
26持仓数
87.0%前十大占比 · 第一大 33.5%
9 / 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
GLW 新建仓+$233.08万
LYFT 新建仓+$195.34万
QNT 新建仓+$163.48万
PLTR 加仓+$145.84万
INTR 加仓+$139.66万
2026Q2 卖出最多 按季末市值估算
NET 减仓-$3,964.46万
ECHO 清仓-$839.39万
GOOG 清仓-$651.75万
NVDA 减仓-$332.15万
GLD 清仓-$175.17万
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 |
|---|---|---|---|---|---|---|---|---|
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -71,700 | -100.0% | -$839.39万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -22,720 | -100.0% | -$651.75万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -4,071 | -100.0% | -$175.17万 | 清仓 |
| COHR | COHERENT CORP | $34.71万 | 0.11% | 880 | 880 | — | $34.71万 | 新建仓 |
| LAES | SEALSQ CORP | $72.32万 | 0.24% | 229,600 | 229,600 | — | $72.32万 | 新建仓 |
| TMC | TMC THE METALS COMPANY INC | $79.21万 | 0.26% | 178,800 | 178,800 | — | $79.21万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $92.24万 | 0.30% | 1,075 | 1,075 | — | $92.24万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $102.49万 | 0.34% | 5,750 | 5,750 | — | $102.49万 | 新建仓 |
| VPG | VISHAY PRECISION GROUP INC | $131.32万 | 0.43% | 8,760 | 8,760 | — | $131.32万 | 新建仓 |
| QNT | QUANTINUUM INC | $163.48万 | 0.54% | 20,000 | 20,000 | — | $163.48万 | 新建仓 |
| XPEV | XPENG INC | $171.86万 | 0.56% | 129,800 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $195.34万 | 0.64% | 133,700 | 133,700 | — | $195.34万 | 新建仓 |
| GLW | CORNING INC | $233.08万 | 0.76% | 9,125 | 9,125 | — | $233.08万 | 新建仓 |
| INFQ | INFLEQTION INC | $245.95万 | 0.81% | 184,650 | -61,550 | -25.0% | -$81.98万 | 减仓 |
| ASPI | ASP ISOTOPES INC | $336.75万 | 1.10% | 541,400 | -60,000 | -10.0% | -$37.32万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $400.37万 | 1.31% | 23,850 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC-A | $437.86万 | 1.43% | 37,530 | 12,500 | 49.9% | $145.84万 | 加仓 |
| IONQ | IONQ INC | $557.63万 | 1.83% | 104,700 | 17,000 | 19.4% | $90.54万 | 加仓 |
| GRAL | GRAIL INC | $726.39万 | 2.38% | 106,400 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $997.45万 | 3.27% | 49,850 | -16,600 | -25.0% | -$332.15万 | 减仓 |
| INTR | INTER & CO INC | $1,006.50万 | 3.30% | 1,853,600 | 257,200 | 16.1% | $139.66万 | 加仓 |
| TCOM | TRIP.COM GROUP LTD-ADR | $1,030.06万 | 3.37% | 258,550 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $1,523.53万 | 4.99% | 104,216 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1,621.77万 | 5.31% | 66,119 | -161,630 | -71.0% | -$3,964.46万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $1,696.01万 | 5.56% | 552,266 | -40,850 | -6.9% | -$125.45万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $1,959.66万 | 6.42% | 2,398,610 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $2,064.41万 | 6.76% | 286,088 | 12,400 | 4.5% | $89.48万 | 加仓 |
| META | META PLATFORMS INC-CLASS A | $4,415.07万 | 14.46% | 78,380 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $1.02亿 | 33.51% | 243,230 | 0 | 0.0% | — | 不变 |