Oriental Harbor Investment Master Fund
HONG KONG K3 · SEC CIK 0002046333
$16.50亿2026Q2 申报市值
13持仓数
97.8%前十大占比 · 第一大 22.5%
7 / 6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
INTC 新建仓+$2.58亿
SNDK 新建仓+$1.76亿
AMD 新建仓+$1.46亿
MRVL 新建仓+$1.31亿
MU 加仓+$8,606.04万
2026Q2 卖出最多 按季末市值估算
AAPL 清仓-$8,737.38万
TQQQ 清仓-$8,176.22万
GOOGL 清仓-$7,967.02万
META 减仓-$7,690.60万
TSLA 清仓-$7,414.40万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $3.71亿 | 22.48% | 1,049,653 | -155,230 | -12.9% | -$5,484.74万 | 减仓 |
| INTC | INTEL CORP | $2.58亿 | 15.65% | 1,849,390 | 1,849,390 | — | $2.58亿 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $2.17亿 | 13.15% | 1,083,827 | -201,882 | -15.7% | -$4,039.46万 | 减仓 |
| SNDK | SANDISK CORP | $1.76亿 | 10.65% | 77,276 | 77,276 | — | $1.76亿 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $1.70亿 | 10.33% | 147,587 | 74,557 | 102.1% | $8,606.04万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.46亿 | 8.85% | 251,437 | 251,437 | — | $1.46亿 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.31亿 | 7.93% | 439,119 | 439,119 | — | $1.31亿 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,556.51万 | 3.97% | 137,289 | -72,430 | -34.5% | -$3,459.04万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $5,338.87万 | 3.24% | 150,573 | 150,573 | — | $5,338.87万 | 新建仓 |
| AVGO | BROADCOM INC | $2,491.15万 | 1.51% | 65,947 | 65,947 | — | $2,491.15万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $2,241.42万 | 1.36% | 26,122 | 26,122 | — | $2,241.42万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,427.59万 | 0.87% | 59,897 | -121,643 | -67.0% | -$2,899.24万 | 减仓 |
| META | META PLATFORMS INC | $13.58万 | 0.01% | 241 | -136,531 | -99.8% | -$7,690.60万 | 减仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -344,276 | -100.0% | -$8,737.38万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | -1,961,664 | -100.0% | -$8,176.22万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -277,056 | -100.0% | -$7,967.02万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -199,446 | -100.0% | -$7,414.40万 | 清仓 |
| GGLL | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -328,597 | -100.0% | -$2,564.70万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -31,714 | -100.0% | -$302.58万 | 清仓 |