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 |
|---|---|---|---|---|---|---|---|---|
| HEI/A | HEICO CORP NEW | $6.32万 | 0.02% | 245 | 245 | — | $6.32万 | 新建仓 |
| HGV | HILTON GRAND VACATIONS INC | $6.32万 | 0.02% | 245 | 245 | — | $6.32万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $6.31万 | 0.02% | 367 | 367 | — | $6.31万 | 新建仓 |
| — | UNICYCIVE THERAPEUTICS INC 看涨期权 | $6.29万 | 0.02% | 2,023 | 2,023 | — | $6.29万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $6.29万 | 0.02% | 83 | 83 | — | $6.29万 | 新建仓 |
| AWR | AMER STATES WTR CO | $6.26万 | 0.02% | 757 | 757 | — | $6.26万 | 新建仓 |
| ITT | ITT INC | $6.25万 | 0.02% | 316 | 316 | — | $6.25万 | 新建仓 |
| MSCI | MSCI INC | $6.22万 | 0.02% | 111 | 111 | — | $6.22万 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED | $6.18万 | 0.02% | 10,203 | 10,203 | — | $6.18万 | 新建仓 |
| NU | NU HLDGS LTD | $6.14万 | 0.02% | 4,598 | -62,566 | -93.2% | -$83.59万 | 减仓 |
| EGY | VAALCO ENERGY INC | $6.11万 | 0.02% | 12,030 | 12,030 | — | $6.11万 | 新建仓 |
| URNM | SPROTT FDS TR | $6.11万 | 0.02% | 1,161 | 1,161 | — | $6.11万 | 新建仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $6.07万 | 0.02% | 1,957 | 1,957 | — | $6.07万 | 新建仓 |
| SXI | STANDEX INTL CORP | $6.04万 | 0.02% | 169 | 169 | — | $6.04万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $6.04万 | 0.02% | 152 | 152 | — | $6.04万 | 新建仓 |
| MSFT | MICROSOFT CORP | $6.01万 | 0.02% | 161 | -1,013 | -86.3% | -$37.79万 | 重新持有 |
| HL | HECLA MINING COMPANY | $5.99万 | 0.02% | 3,880 | 3,880 | — | $5.99万 | 新建仓 |
| RDDT | REDDIT INC | $5.92万 | 0.02% | 341 | 341 | — | $5.92万 | 新建仓 |
| MAMA | MAMAS CREATIONS INC | $5.86万 | 0.02% | 3,281 | 3,281 | — | $5.86万 | 新建仓 |
| — | MERIDIAN HOLDINGS INC | $5.85万 | 0.02% | 4,201 | 4,201 | — | $5.85万 | 新建仓 |
| FN | FABRINET | $5.85万 | 0.02% | 104 | 104 | — | $5.85万 | 新建仓 |
| TATT | TAT TECHNOLOGIES LTD | $5.79万 | 0.02% | 1,201 | 1,201 | — | $5.79万 | 新建仓 |
| NTGR | NETGEAR INC | $5.78万 | 0.02% | 2,474 | 2,474 | — | $5.78万 | 新建仓 |
| NDAQ | NASDAQ INC | $5.76万 | 0.02% | 731 | 731 | — | $5.76万 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $5.76万 | 0.02% | 2,040 | 2,040 | — | $5.76万 | 新建仓 |
| SFD | SMITHFIELD FOODS INC | $5.75万 | 0.02% | 2,372 | 2,372 | — | $5.75万 | 新建仓 |
| SITM | SITIME CORP | $5.74万 | 0.02% | 77 | 77 | — | $5.74万 | 新建仓 |
| — | SELECTQUOTE INC | $5.67万 | 0.02% | 67,429 | 67,429 | — | $5.67万 | 新建仓 |
| BLBD | BLUE BIRD CORP | $5.66万 | 0.02% | 717 | 717 | — | $5.66万 | 新建仓 |
| NBR | NABORS INDUSTRIES LTD | $5.65万 | 0.02% | 672 | 672 | — | $5.65万 | 新建仓 |
| — | CYBIN INC 看涨期权 | $5.63万 | 0.02% | 255 | 255 | — | $5.63万 | 新建仓 |
| MRNA | MODERNA INC 看跌期权 | $5.62万 | 0.02% | 255 | -149 | -36.9% | -$3.29万 | 减仓 |
| PESI | PERMA-FIX ENVIRONMENTAL SVCS | $5.59万 | 0.02% | 3,912 | 3,912 | — | $5.59万 | 新建仓 |
| CRAI | CRA INTL INC | $5.55万 | 0.02% | 390 | 390 | — | $5.55万 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $5.51万 | 0.02% | 829 | 829 | — | $5.51万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $5.49万 | 0.02% | 757 | 757 | — | $5.49万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $5.49万 | 0.02% | 89 | 89 | — | $5.49万 | 新建仓 |
| CROX | CROCS INC | $5.49万 | 0.02% | 455 | 455 | — | $5.49万 | 新建仓 |
| PGEN | PRECIGEN INC 看涨期权 | $5.48万 | 0.02% | 321 | 321 | — | $5.48万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $5.45万 | 0.02% | 461 | -6,863 | -93.7% | -$81.13万 | 减仓 |
| MNTN | MNTN INC | $5.45万 | 0.02% | 5,923 | 5,923 | — | $5.45万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $5.45万 | 0.02% | 9 | 9 | — | $5.45万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $5.44万 | 0.02% | 1,843 | 1,843 | — | $5.44万 | 新建仓 |
| NVT | NVENT ELEC PLC | $5.41万 | 0.02% | 319 | 319 | — | $5.41万 | 新建仓 |
| TEM | TEMPUS AI INC | $5.40万 | 0.02% | 933 | 933 | — | $5.40万 | 新建仓 |
| ADBE | ADOBE INC | $5.37万 | 0.02% | 262 | 262 | — | $5.37万 | 新建仓 |
| — | YATSEN HLDG LTD | $5.32万 | 0.02% | 16,786 | -3,365 | -16.7% | -$1.07万 | 减仓 |
| DCTH | DELCATH SYS INC | $5.30万 | 0.02% | 4,206 | 4,206 | — | $5.30万 | 新建仓 |
| YSS | YORK SPACE SYSTEMS INC | $5.27万 | 0.02% | 2,141 | 2,141 | — | $5.27万 | 新建仓 |
| CXW | CORECIVIC INC | $5.24万 | 0.02% | 1,724 | 1,724 | — | $5.24万 | 新建仓 |
| CVCO | CAVCO INDS INC DEL | $5.22万 | 0.02% | 85 | 85 | — | $5.22万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $5.21万 | 0.02% | 10 | -12 | -54.5% | -$6.25万 | 减仓 |
| TRNS | TRANSCAT INC | $5.20万 | 0.02% | 560 | 560 | — | $5.20万 | 新建仓 |
| ROOT | ROOT INC | $5.17万 | 0.02% | 924 | 924 | — | $5.17万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $5.17万 | 0.02% | 2,625 | 2,625 | — | $5.17万 | 新建仓 |
| EME | EMCOR GROUP INC | $5.15万 | 0.02% | 62 | 62 | — | $5.15万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC 看跌期权 | $5.14万 | 0.02% | 494 | 494 | — | $5.14万 | 新建仓 |
| SSP | SCRIPPS E W CO OHIO | $5.13万 | 0.02% | 18,513 | 18,513 | — | $5.13万 | 新建仓 |
| — | FUTUREFUEL CORP | $5.11万 | 0.02% | 11,301 | 11,301 | — | $5.11万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $5.09万 | 0.02% | 152 | 152 | — | $5.09万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $5.05万 | 0.02% | 505 | 505 | — | $5.05万 | 新建仓 |
| — | HERON THERAPEUTICS INC | $5.00万 | 0.01% | 117,090 | 117,090 | — | $5.00万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $4.99万 | 0.01% | 7,316 | 7,316 | — | $4.99万 | 新建仓 |
| MTX | MINERALS TECHNOLOGIES INC | $4.98万 | 0.01% | 673 | 673 | — | $4.98万 | 新建仓 |
| UMAC | UNUSUAL MACHS INC | $4.96万 | 0.01% | 2,226 | 2,226 | — | $4.96万 | 新建仓 |
| — | PYXIS ONCOLOGY INC 看涨期权 | $4.95万 | 0.01% | 990 | 990 | — | $4.95万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $4.92万 | 0.01% | 263 | 263 | — | $4.92万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $4.88万 | 0.01% | 368 | 368 | — | $4.88万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $4.88万 | 0.01% | 1,786 | 1,786 | — | $4.88万 | 新建仓 |
| TIPT | TIPTREE INC | $4.87万 | 0.01% | 2,717 | 2,717 | — | $4.87万 | 新建仓 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $4.86万 | 0.01% | 7,140 | 7,140 | — | $4.86万 | 新建仓 |
| CSTM | CONSTELLIUM SE | $4.79万 | 0.01% | 1,504 | 1,504 | — | $4.79万 | 新建仓 |
| EDIT | EDITAS MEDICINE INC 看涨期权 | $4.73万 | 0.01% | 1,023 | 1,023 | — | $4.73万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $4.71万 | 0.01% | 318 | -6,479 | -95.3% | -$95.99万 | 重新持有 |
| NXH | BED BATH & BEYOND INC | $4.71万 | 0.01% | 8,132 | 8,132 | — | $4.71万 | 新建仓 |
| LLY | ELI LILLY & CO 看跌期权 | $4.70万 | 0.01% | 25 | 25 | — | $4.70万 | 新建仓 |
| LXU | LSB INDS INC | $4.70万 | 0.01% | 4,348 | 4,348 | — | $4.70万 | 新建仓 |
| REAL | THE REALREAL INC | $4.65万 | 0.01% | 3,940 | 3,940 | — | $4.65万 | 新建仓 |
| GEV | GE VERNOVA INC 看涨期权 | $4.60万 | 0.01% | 5 | 5 | — | $4.60万 | 新建仓 |
| ROST | ROSS STORES INC | $4.51万 | 0.01% | 212 | 212 | — | $4.51万 | 新建仓 |
| JBL | JABIL INC | $4.51万 | 0.01% | 117 | 117 | — | $4.51万 | 新建仓 |
| QURE | UNIQURE NV 看跌期权 | $4.46万 | 0.01% | 688 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $4.33万 | 0.01% | 384 | 384 | — | $4.33万 | 新建仓 |
| SSRM | SSR MINING IN | $4.32万 | 0.01% | 1,528 | 1,528 | — | $4.32万 | 新建仓 |
| BXDC | BLACKSTONE DIGITAL INFRASTRU | $4.32万 | 0.01% | 1,997 | 1,997 | — | $4.32万 | 新建仓 |
| MAKO | MAKO MNG CORP | $4.29万 | 0.01% | 5,836 | 5,836 | — | $4.29万 | 新建仓 |
| FORM | FORMFACTOR INC | $4.27万 | 0.01% | 267 | 267 | — | $4.27万 | 新建仓 |
| HNRG | HALLADOR ENERGY COMPANY | $4.24万 | 0.01% | 2,441 | 2,441 | — | $4.24万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC 看涨期权 | $4.21万 | 0.01% | 9 | -6 | -40.0% | -$2.81万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $4.20万 | 0.01% | 2,877 | 2,877 | — | $4.20万 | 新建仓 |
| VFC | V F CORP | $4.20万 | 0.01% | 2,516 | 2,516 | — | $4.20万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $4.19万 | 0.01% | 878 | 878 | — | $4.19万 | 新建仓 |
| BRUN | BOOST RUN INC | $4.19万 | 0.01% | 1,079 | 1,079 | — | $4.19万 | 新建仓 |
| TER | TERADYNE INC | $4.16万 | 0.01% | 86 | -11,066 | -99.2% | -$535.41万 | 减仓 |
| BLKB | BLACKBAUD INC | $4.13万 | 0.01% | 1,396 | 1,396 | — | $4.13万 | 新建仓 |
| SLVM | SYLVAMO CORP | $4.11万 | 0.01% | 1,088 | 1,088 | — | $4.11万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $4.11万 | 0.01% | 105 | 105 | — | $4.11万 | 新建仓 |
| IMMR | IMMERSION CORP | $4.09万 | 0.01% | 6,043 | 6,043 | — | $4.09万 | 新建仓 |
| CYTK | CYTOKINETICS INC 看跌期权 | $4.08万 | 0.01% | 76 | -430 | -85.0% | -$23.06万 | 减仓 |
| AMPL | AMPLITUDE INC | $4.06万 | 0.01% | 5,311 | 5,311 | — | $4.06万 | 新建仓 |