RD Finance Ltd
LIMASSOL G4 · SEC CIK 0002057936
$1.01亿2026Q2 申报市值
27持仓数
72.2%前十大占比 · 第一大 15.2%
10 / 12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
NVDA 加仓+$1,196.14万
GOOGL 加仓+$547.64万
BKNG 新建仓+$419.30万
META 加仓+$278.59万
AMZN 加仓+$211.64万
2026Q2 卖出最多 按季末市值估算
SGOV 清仓-$865.70万
TQQQ 清仓-$632.50万
TSM 减仓-$319.51万
PANW 清仓-$317.40万
PINS 清仓-$170.00万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,539.30万 | 15.20% | 76,930 | 59,780 | 348.6% | $1,196.14万 | 加仓 |
| AMZN | AMAZON COM INC | $1,163.80万 | 11.49% | 48,830 | 8,880 | 22.2% | $211.64万 | 加仓 |
| GOOGL | ALPHABET INC | $883.80万 | 8.73% | 24,732 | 15,325 | 162.9% | $547.64万 | 加仓 |
| MSFT | MICROSOFT CORP | $733.50万 | 7.24% | 19,664 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $595.70万 | 5.88% | 15,770 | 1,045 | 7.1% | $39.47万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $551.70万 | 5.45% | 76,453 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $545.60万 | 5.39% | 76,420 | 23,800 | 45.2% | $169.92万 | 加仓 |
| META | META PLATFORMS INC | $507.00万 | 5.01% | 9,001 | 4,946 | 122.0% | $278.59万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $419.30万 | 4.14% | 23,525 | 23,525 | — | $419.30万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $368.70万 | 3.64% | 7,720 | -6,690 | -46.4% | -$319.51万 | 减仓 |
| CRM | SALESFORCE INC | $326.60万 | 3.22% | 20,845 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $290.90万 | 2.87% | 15,740 | -7,620 | -32.6% | -$140.83万 | 减仓 |
| MELI | MERCADOLIBRE INC | $286.50万 | 2.83% | 1,688 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $238.50万 | 2.35% | 24,850 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $218.90万 | 2.16% | 14,940 | 5,890 | 65.1% | $86.30万 | 加仓 |
| HSAI | HESAI GROUP | $175.60万 | 1.73% | 96,380 | 96,380 | — | $175.60万 | 新建仓 |
| ADBE | ADOBE INC | $165.70万 | 1.64% | 8,080 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $160.60万 | 1.59% | 3,770 | 3,770 | — | $160.60万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $160.40万 | 1.58% | 4,790 | 4,790 | — | $160.40万 | 新建仓 |
| LYFT | LYFT INC | $153.00万 | 1.51% | 104,710 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $105.10万 | 1.04% | 1,460 | 1,460 | — | $105.10万 | 新建仓 |
| JD | JD.COM INC | $103.80万 | 1.02% | 40,750 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $99.50万 | 0.98% | 10,000 | 10,000 | — | $99.50万 | 新建仓 |
| EQIX | EQUINIX INC | $99.20万 | 0.98% | 952 | 952 | — | $99.20万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $97.10万 | 0.96% | 5,405 | 5,405 | — | $97.10万 | 新建仓 |
| NXT | NEXTRACKER INC | $82.20万 | 0.81% | 6,900 | 6,900 | — | $82.20万 | 新建仓 |
| MYRG | MYR GROUP INC DEL | $56.50万 | 0.56% | 1,129 | 1,129 | — | $56.50万 | 新建仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -86,000 | -100.0% | -$865.70万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | -151,750 | -100.0% | -$632.50万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -19,800 | -100.0% | -$317.40万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -92,700 | -100.0% | -$170.00万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -5,670 | -100.0% | -$111.80万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -6,770 | -100.0% | -$85.50万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -36,800 | -100.0% | -$83.50万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -2,100 | -100.0% | -$83.30万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -17,333 | -100.0% | -$78.40万 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -12,700 | -100.0% | -$55.50万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -7,940 | -100.0% | -$44.30万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -6,230 | -100.0% | -$42.50万 | 清仓 |