WIM INVESTMENT MANAGEMENT Ltd
HONG KONG K3 · SEC CIK 0002042565
$3.37亿2026Q1 申报市值
20持仓数
88.2%前十大占比 · 第一大 26.8%
2 / 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
ECHO 加仓+$778.52万
META 加仓+$680.83万
ITUB 加仓+$554.43万
INFQ 新建仓+$241.52万
GLD 新建仓+$175.17万
2026Q1 卖出最多 按季末市值估算
TSLA 减仓-$1,271.39万
FIGR 减仓-$516.62万
CHURCHILL CAP CO 清仓-$310.75万
IBM 清仓-$222.16万
MP 清仓-$105.71万
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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $9,042.08万 | 26.80% | 243,230 | -34,200 | -12.3% | -$1,271.39万 | 减仓 |
| NET | CLOUDFLARE INC | $4,699.37万 | 13.93% | 227,749 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC-CLASS A | $4,484.35万 | 13.29% | 78,380 | 11,900 | 17.9% | $680.83万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $2,013.63万 | 5.97% | 593,116 | -152,170 | -20.4% | -$516.62万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $2,010.04万 | 5.96% | 2,398,610 | 661,610 | 38.1% | $554.43万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,968.64万 | 5.84% | 273,688 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $1,819.72万 | 5.39% | 104,216 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP.COM GROUP LTD-ADR | $1,287.32万 | 3.82% | 258,550 | 0 | 0.0% | — | 不变 |
| INTR | INTER & CO INC | $1,270.73万 | 3.77% | 1,596,400 | 210,000 | 15.1% | $167.16万 | 加仓 |
| NVDA | NVIDIA CORP | $1,158.89万 | 3.44% | 66,450 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $839.39万 | 2.49% | 71,700 | 66,500 | 1,278.8% | $778.52万 | 加仓 |
| GOOG | ALPHABET INC | $651.75万 | 1.93% | 22,720 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $549.88万 | 1.63% | 106,400 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $414.01万 | 1.23% | 23,850 | 3,450 | 16.9% | $59.89万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC-A | $366.14万 | 1.09% | 25,030 | 0 | 0.0% | — | 不变 |
| ASPI | ASP ISOTOPES INC | $265.82万 | 0.79% | 601,400 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $252.84万 | 0.75% | 87,700 | 0 | 0.0% | — | 不变 |
| INFQ | INFLEQTION INC | $241.52万 | 0.72% | 246,200 | 246,200 | — | $241.52万 | 新建仓 |
| XPEV | XPENG INC | $222.09万 | 0.66% | 129,800 | 42,300 | 48.3% | $72.38万 | 加仓 |
| GLD | SPDR GOLD TR | $175.17万 | 0.52% | 4,071 | 4,071 | — | $175.17万 | 新建仓 |
| — | CHURCHILL CAP CORP X | $0 | 0.00% | 0 | -199,200 | -100.0% | -$310.75万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -7,500 | -100.0% | -$222.16万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -20,925 | -100.0% | -$105.71万 | 清仓 |
| CAR | AVIS BUDGET GROUP | $0 | 0.00% | 0 | -2,400 | -100.0% | -$30.80万 | 清仓 |