Persistent Asset Partners Ltd
HONG KONG K3 · SEC CIK 0002056052
$3.35亿2026Q2 申报市值
804持仓数
34.7%前十大占比 · 第一大 7.2%
588 / 148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
HOOD 重新持有+$1,849.93万
STM 新建仓+$1,689.79万
APH 新建仓+$1,331.25万
STX 新建仓+$894.07万
SNOW 新建仓+$707.08万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$2,937.66万
MU 减仓-$1,673.37万
ALAB 减仓-$1,611.16万
LITE 清仓-$1,452.82万
INTC 减仓-$1,414.12万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -20,673 | -100.0% | -$1,452.82万 | 清仓 |
| AXTI | AXT INC | $0 | 0.00% | 0 | -233,563 | -100.0% | -$1,330.84万 | 清仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $0 | 0.00% | 0 | -67,608 | -100.0% | -$1,186.39万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -12,486 | -100.0% | -$421.96万 | 清仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | 0.00% | 0 | -15,694 | -100.0% | -$348.52万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -13,738 | -100.0% | -$327.25万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -13,520 | -100.0% | -$282.60万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -9,672 | -100.0% | -$277.45万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -45,953 | -100.0% | -$242.26万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -30,096 | -100.0% | -$232.94万 | 清仓 |
| AX | AXOS FINANCIAL INC | $0 | 0.00% | 0 | -23,326 | -100.0% | -$198.48万 | 清仓 |
| — | APOGEE THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -566 | -100.0% | -$193.40万 | 清仓 |
| CCB | COASTAL FINL CORP WA | $0 | 0.00% | 0 | -24,673 | -100.0% | -$187.76万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -19,782 | -100.0% | -$186.19万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -53,080 | -100.0% | -$176.33万 | 清仓 |
| SAIL | SAILPOINT INC | $0 | 0.00% | 0 | -119,161 | -100.0% | -$157.77万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -229,605 | -100.0% | -$148.10万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -6,126 | -100.0% | -$133.23万 | 清仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $0 | 0.00% | 0 | -16,599 | -100.0% | -$120.89万 | 清仓 |
| COLB | COLUMBIA BKG SYS INC | $0 | 0.00% | 0 | -42,096 | -100.0% | -$115.47万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -2,883 | -100.0% | -$107.18万 | 清仓 |
| QCRH | QCR HLDGS INC | $0 | 0.00% | 0 | -11,693 | -100.0% | -$99.92万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -15,000 | -100.0% | -$94.31万 | 清仓 |
| TENX | TENAX THERAPEUTICS INC | $0 | 0.00% | 0 | -58,182 | -100.0% | -$93.03万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -64,613 | -100.0% | -$92.07万 | 清仓 |
| SSB | SOUTHSTATE BK CORP | $0 | 0.00% | 0 | -9,595 | -100.0% | -$88.77万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -11,994 | -100.0% | -$88.66万 | 清仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $0 | 0.00% | 0 | -18,263 | -100.0% | -$88.03万 | 清仓 |
| MYFW | FIRST WESTN FINL INC | $0 | 0.00% | 0 | -34,520 | -100.0% | -$84.85万 | 清仓 |
| TFIN | TRIUMPH FINANCIAL INC | $0 | 0.00% | 0 | -14,193 | -100.0% | -$84.68万 | 清仓 |
| CASH | PATHWARD FINANCIAL INC | $0 | 0.00% | 0 | -9,354 | -100.0% | -$83.47万 | 清仓 |
| EYPT | EYEPOINT INC | $0 | 0.00% | 0 | -58,995 | -100.0% | -$76.04万 | 清仓 |
| NPB | NORTHPOINTE BANCSHARES INC. | $0 | 0.00% | 0 | -39,875 | -100.0% | -$68.82万 | 清仓 |
| BZ | KANZHUN LIMITED | $0 | 0.00% | 0 | -50,000 | -100.0% | -$66.95万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -19,189 | -100.0% | -$65.15万 | 清仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $0 | 0.00% | 0 | -19,933 | -100.0% | -$60.60万 | 清仓 |
| EWTX | EDGEWISE THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -539 | -100.0% | -$59.10万 | 清仓 |
| CELC | CELCUITY INC | $0 | 0.00% | 0 | -4,843 | -100.0% | -$55.28万 | 清仓 |
| CLYM | CLIMB BIO INC | $0 | 0.00% | 0 | -72,325 | -100.0% | -$49.54万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -10,000 | -100.0% | -$48.97万 | 清仓 |
| STTK | SHATTUCK LABS INC | $0 | 0.00% | 0 | -74,229 | -100.0% | -$47.73万 | 清仓 |
| AMTB | AMERANT BANCORP INC | $0 | 0.00% | 0 | -20,874 | -100.0% | -$46.01万 | 清仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -6,556 | -100.0% | -$45.99万 | 清仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $0 | 0.00% | 0 | -6,364 | -100.0% | -$45.14万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -939 | -100.0% | -$41.93万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | -72,193 | -100.0% | -$38.19万 | 清仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $0 | 0.00% | 0 | -1,131 | -100.0% | -$36.44万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -1,903 | -100.0% | -$34.89万 | 清仓 |
| JCAP | JEFFERSON CAPITAL INC | $0 | 0.00% | 0 | -17,775 | -100.0% | -$34.18万 | 清仓 |
| UMBF | UMB FINL CORP | $0 | 0.00% | 0 | -2,879 | -100.0% | -$32.47万 | 清仓 |
| LIVN | LIVANOVA PLC | $0 | 0.00% | 0 | -5,004 | -100.0% | -$31.81万 | 清仓 |
| LOB | LIVE OAK BANCSHARES INC | $0 | 0.00% | 0 | -9,595 | -100.0% | -$31.73万 | 清仓 |
| CNOB | CONNECTONE BANCORP INC | $0 | 0.00% | 0 | -11,695 | -100.0% | -$31.31万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -400 | -100.0% | -$30.91万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -4,801 | -100.0% | -$30.15万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -1,667 | -100.0% | -$28.90万 | 清仓 |
| BBT | BEACON FINANCIAL CORP. | $0 | 0.00% | 0 | -9,354 | -100.0% | -$28.06万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -6,657 | -100.0% | -$27.55万 | 清仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $0 | 0.00% | 0 | -30,811 | -100.0% | -$25.57万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -3,000 | -100.0% | -$24.84万 | 清仓 |
| — | INOVIO PHARMACEUTICALS INC | $0 | 0.00% | 0 | -142,164 | -100.0% | -$24.74万 | 清仓 |
| ANL | ADLAI NORTYE LTD | $0 | 0.00% | 0 | -33,732 | -100.0% | -$23.34万 | 清仓 |
| SDRL | SEADRILL LTD | $0 | 0.00% | 0 | -4,961 | -100.0% | -$22.30万 | 清仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -17,808 | -100.0% | -$22.14万 | 清仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -16,525 | -100.0% | -$20.87万 | 清仓 |
| SRZN | SURROZEN INC | $0 | 0.00% | 0 | -7,143 | -100.0% | -$20.81万 | 清仓 |
| SLDB | SOLID BIOSCIENCES INC | $0 | 0.00% | 0 | -27,990 | -100.0% | -$20.15万 | 清仓 |
| CYTK | CYTOKINETICS INC 看涨期权 | $0 | 0.00% | 0 | -231 | -100.0% | -$19.70万 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $0 | 0.00% | 0 | -8,884 | -100.0% | -$18.61万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -253 | -100.0% | -$18.48万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -9,001 | -100.0% | -$18.12万 | 清仓 |
| TYRA | TYRA BIOSCIENCES INC | $0 | 0.00% | 0 | -4,518 | -100.0% | -$17.30万 | 清仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $0 | 0.00% | 0 | -2,310 | -100.0% | -$16.86万 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -28,623 | -100.0% | -$16.32万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -2,237 | -100.0% | -$15.92万 | 清仓 |
| LQDA | LIQUIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -1,675 | -100.0% | -$15.36万 | 清仓 |
| DHT | DHT HOLDINGS INC | $0 | 0.00% | 0 | -8,386 | -100.0% | -$15.32万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL 看涨期权 | $0 | 0.00% | 0 | -102 | -100.0% | -$14.11万 | 清仓 |
| — | ADAGENE INC | $0 | 0.00% | 0 | -35,126 | -100.0% | -$13.77万 | 清仓 |
| SLSR | SOLARIS RES INC | $0 | 0.00% | 0 | -15,956 | -100.0% | -$13.75万 | 清仓 |
| PSNL | PERSONALIS INC | $0 | 0.00% | 0 | -20,929 | -100.0% | -$13.33万 | 清仓 |
| — | AN2 THERAPEUTICS INC | $0 | 0.00% | 0 | -38,155 | -100.0% | -$13.05万 | 清仓 |
| — | LIPOCINE INC NEW | $0 | 0.00% | 0 | -13,442 | -100.0% | -$10.74万 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -2,528 | -100.0% | -$10.19万 | 清仓 |
| IBRX | IMMUNITYBIO INC 看跌期权 | $0 | 0.00% | 0 | -270 | -100.0% | -$9.86万 | 清仓 |
| COIN | COINBASE GLOBAL INC 看跌期权 | $0 | 0.00% | 0 | -47 | -100.0% | -$9.66万 | 清仓 |
| GHRS | GH RESEARCH PLC | $0 | 0.00% | 0 | -6,794 | -100.0% | -$9.55万 | 清仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $0 | 0.00% | 0 | -6,689 | -100.0% | -$9.28万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC 看跌期权 | $0 | 0.00% | 0 | -317 | -100.0% | -$9.05万 | 清仓 |
| IRD | OPUS GENETICS INC | $0 | 0.00% | 0 | -17,919 | -100.0% | -$8.15万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC 看涨期权 | $0 | 0.00% | 0 | -304 | -100.0% | -$7.51万 | 清仓 |
| IVVD | INVIVYD INC | $0 | 0.00% | 0 | -55,990 | -100.0% | -$7.28万 | 清仓 |
| VIR | VIR BIOTECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -225 | -100.0% | -$6.85万 | 清仓 |
| KKR | KKR & CO INC 看涨期权 | $0 | 0.00% | 0 | -140 | -100.0% | -$5.04万 | 清仓 |
| GPCR | STRUCTURE THERAPEUTICS INC 看跌期权 | $0 | 0.00% | 0 | -323 | -100.0% | -$4.26万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -236 | -100.0% | -$4.12万 | 清仓 |
| — | PASSAGE BIO INC | $0 | 0.00% | 0 | -4,955 | -100.0% | -$3.89万 | 清仓 |
| UPST | UPSTART HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -188 | -100.0% | -$3.60万 | 清仓 |
| RKT | ROCKET COS INC 看涨期权 | $0 | 0.00% | 0 | -326 | -100.0% | -$3.09万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -758 | -100.0% | -$3.00万 | 清仓 |