BFI Infinity Ltd.
ZURICH V8 · SEC CIK 0002043810
$3.37亿2026Q2 申报市值
64持仓数
79.6%前十大占比 · 第一大 37.7%
8 / 9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
GOOGL 新建仓+$433.95万
MS 新建仓+$430.06万
AAPL 加仓+$394.92万
MAR 新建仓+$381.67万
AAXJ 加仓+$99.08万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$750.39万
EXXON MOBIL CORP 清仓-$473.39万
GILD 清仓-$414.08万
MNST 清仓-$370.49万
MCK 清仓-$342.51万
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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR 看跌期权 | $0 | 0.00% | 0 | -12,300 | -100.0% | -$529.26万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -27,902 | -100.0% | -$473.39万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -29,711 | -100.0% | -$414.08万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -51,130 | -100.0% | -$370.49万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -3,958 | -100.0% | -$342.51万 | 清仓 |
| EWG | ISHARES INC | $0 | 0.00% | 0 | -13,169 | -100.0% | -$52.24万 | 清仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,897 | -100.0% | -$30.82万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -1,649 | -100.0% | -$28.37万 | 清仓 |
| URNM | SPROTT FDS TR | $0 | 0.00% | 0 | -3,259 | -100.0% | -$20.58万 | 清仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $22.65万 | 0.07% | 2,968 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $23.40万 | 0.07% | 540 | 540 | — | $23.40万 | 新建仓 |
| EUAD | SPINNAKER ETF SERIES | $25.70万 | 0.08% | 6,093 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $26.74万 | 0.08% | 1,500 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCH TRD ALPHDX FD | $27.04万 | 0.08% | 3,300 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $28.25万 | 0.08% | 4,574 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $28.44万 | 0.08% | 3,500 | 0 | 0.0% | — | 不变 |
| EWI | ISHARES INC | $28.77万 | 0.09% | 4,856 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $29.56万 | 0.09% | 7,200 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $31.05万 | 0.09% | 9,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $34.04万 | 0.10% | 586 | 586 | — | $34.04万 | 新建仓 |
| URTH | ISHARES INC | $36.28万 | 0.11% | 1,791 | 0 | 0.0% | — | 不变 |
| EWP | ISHARES INC | $36.38万 | 0.11% | 6,125 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.87万 | 0.11% | 793 | 793 | — | $37.87万 | 新建仓 |
| ILF | ISHARES TR | $38.01万 | 0.11% | 11,261 | 0 | 0.0% | — | 不变 |
| EWS | ISHARES INC | $38.37万 | 0.11% | 12,959 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $38.85万 | 0.12% | 1,630 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $40.55万 | 0.12% | 1,500 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $43.02万 | 0.13% | 2,155 | -70 | -3.1% | -$1.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $44.02万 | 0.13% | 2,200 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $45.28万 | 0.13% | 11,200 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $45.52万 | 0.14% | 10,755 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $49.12万 | 0.15% | 4,641 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $53.56万 | 0.16% | 17,047 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $56.41万 | 0.17% | 766 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $60.67万 | 0.18% | 13,150 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $62.67万 | 0.19% | 6,719 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $65.60万 | 0.19% | 14,356 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $72.35万 | 0.21% | 44,331 | -4,356 | -8.9% | -$7.11万 | 减仓 |
| ITA | ISHARES TR | $72.41万 | 0.22% | 2,987 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $72.44万 | 0.22% | 8,745 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $72.46万 | 0.22% | 6,169 | 6,169 | — | $72.46万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $74.11万 | 0.22% | 18,258 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $75.25万 | 0.22% | 11,000 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $82.86万 | 0.25% | 14,250 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $87.95万 | 0.26% | 1,341 | 1,341 | — | $87.95万 | 新建仓 |
| IEUR | ISHARES TR | $90.41万 | 0.27% | 12,027 | -227 | -1.9% | -$1.71万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $93.81万 | 0.28% | 5,977 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $94.71万 | 0.28% | 12,305 | 3,072 | 33.3% | $23.65万 | 加仓 |
| EEMA | ISHARES INC | $111.51万 | 0.33% | 9,534 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $140.22万 | 0.42% | 1,868 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES INC | $173.81万 | 0.52% | 27,654 | 529 | 2.0% | $3.32万 | 加仓 |
| EEM | ISHARES TR 看跌期权 | $177.87万 | 0.53% | 26,000 | -2,800 | -9.7% | -$19.15万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $220.47万 | 0.65% | 3,210 | -12 | -0.4% | -$8,242 | 减仓 |
| FDX | FEDEX CORP | $344.07万 | 1.02% | 10,988 | 409 | 3.9% | $12.81万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $344.92万 | 1.02% | 25,429 | -55,322 | -68.5% | -$750.39万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $381.67万 | 1.13% | 10,299 | 10,299 | — | $381.67万 | 新建仓 |
| WMT | WALMART INC | $382.30万 | 1.14% | 33,771 | 1,157 | 3.5% | $13.10万 | 加仓 |
| HAL | HALLIBURTON CO | $408.34万 | 1.21% | 120,276 | 4,304 | 3.7% | $14.61万 | 加仓 |
| AAPL | APPLE INC | $420.96万 | 1.25% | 14,548 | 13,648 | 1,516.4% | $394.92万 | 加仓 |
| MS | MORGAN STANLEY | $430.06万 | 1.28% | 20,573 | 20,573 | — | $430.06万 | 新建仓 |
| GOOGL | ALPHABET INC | $433.95万 | 1.29% | 12,143 | 12,143 | — | $433.95万 | 新建仓 |
| IDV | ISHARES TR | $444.85万 | 1.32% | 107,374 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $463.82万 | 1.38% | 11,678 | 417 | 3.7% | $16.56万 | 加仓 |
| GDX | VANECK ETF TRUST | $552.33万 | 1.64% | 73,205 | -10,669 | -12.7% | -$80.50万 | 重新持有 |
| EZU | ISHARES INC | $666.75万 | 1.98% | 95,935 | 3,988 | 4.3% | $27.72万 | 加仓 |
| SIL | GLOBAL X FDS | $951.97万 | 2.83% | 122,772 | 1,453 | 1.2% | $11.27万 | 加仓 |
| SETM | SPROTT FDS TR | $1,259.65万 | 3.74% | 404,253 | 11,334 | 2.9% | $35.32万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,468.54万 | 4.36% | 76,586 | 3,326 | 4.5% | $63.78万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,525.49万 | 4.53% | 41,225 | 1,570 | 4.0% | $58.10万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $1,801.70万 | 5.35% | 108,943 | 5,217 | 5.0% | $86.28万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2,139.53万 | 6.35% | 241,646 | 9,186 | 4.0% | $81.33万 | 加仓 |
| AAXJ | ISHARES TR | $3,762.06万 | 11.17% | 315,265 | 8,303 | 2.7% | $99.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $1.27亿 | 37.66% | 169,800 | 158,700 | 1,429.7% | $1.19亿 | 加仓 |