| 股票代码 | 公司 | 2025 Q1 | 2025 Q2 | 2025 Q3 | 2025 Q4 | 2026 Q1 | 2026 Q2 |
|---|---|---|---|---|---|---|---|
| YMM | 满帮 | 25,995,141 | 28,794,527 | 28,597,879 | 28,597,879 | 40,957,519 | 39,452,419 |
| PDD | 拼多多 | 4,635,519 | 3,219,839 | 3,356,964 | 3,968,270 | 5,103,804 | 4,785,666 |
| QFIN | 奇富科技 | 2,688,992 | 3,295,438 | 3,295,438 | 3,295,438 | 3,295,438 | 3,031,438 |
| INTC | 英特尔 | 2,179,995 | 2,035,073 | 1,896,037 | 2,590,400 | 6,923,236 | 2,751,193 |
| 950915108 | WERIDE INC | 2,684,200 | 2,201,800 | 2,201,800 | 2,201,800 | ||
| GOOGL | 谷歌A | 45,990 | 184,942 | 1,760,320 | 2,690,000 | 2,921,634 | 1,810,357 |
| ATAT | 亚朵 | 210,700 | 2,290,136 | 2,290,136 | 2,591,136 | 1,788,400 | |
| FUTU | 富途控股 | 1,901,635 | 1,531,389 | 996,348 | 1,135,821 | 996,348 | 1,093,634 |
| VNET | 世纪互联 | 648,500 | |||||
| NTES | 网易 | 3,575,098 | 3,486,000 | 3,212,200 | 3,212,200 | 3,190,000 | 600,631 |
| RERE | 万物新生 | 525,000 | 525,000 | 525,000 | 525,000 | 525,000 | 525,000 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | 256,900 | 256,900 | 388,557 | 388,557 | ||
| HTHT | 华住 | 176,800 | 360,000 | 842,822 | 1,063,181 | 321,572 | |
| HDL | 特海国际 | 268,341 | 268,341 | 268,341 | 268,341 | 268,341 | 268,341 |
| SE | Sea Limited | 90,734 | 179,759 | 411,144 | 324,147 | 488,048 | 216,978 |
| AAPL | 苹果 | 782,255 | 213,104 | 213,104 | 248,368 | 146,668 | |
| TSM | 台积电 | 1,574,557 | 131,264 | 131,264 | 89,826 | 83,052 | 83,052 |
| AAOI | APPLIED OPTOELECTRONICS INC | 53,520 | |||||
| TCOM | 携程 | 383,543 | 377,500 | 2,604,281 | 12,000 | ||
| ASML | 阿斯麦 | 7,070 | |||||
| AMAT | 应用材料公司 | 2,520 | |||||
| EDU | 新东方 | 1,396,039 | 1,328,218 | 1,328,218 | 1,328,218 | 1,328,218 | |
| PFE | 辉瑞 | 74,200 | |||||
| UBER | 优步 | 244,670 | |||||
| LITEV | LUMENTUM HLDGS INC | 10,822 | |||||
| DQ | 大全新能源 | 2,672,161 | 2,672,161 | ||||
| HSAI | 禾赛 | 748,553 | 40,291 | ||||
| GOOG | 谷歌C | 3,596 | |||||
| AMZN | 亚马逊 | 1,004,700 | |||||
| LEGN | 传奇生物 | 90,109 | |||||
| NBIS | NEBIUS | 2,218,014 | 1,276,303 | 1,276,303 | 638,103 | ||
| CSIQ | 阿特斯太阳能 | 1,115,861 | 335,183 | ||||
| NVDA | 英伟达 | 630,440 | 2,378,757 | 837,907 | 762,748 | ||
| REGN | 再生元制药 | 4,750 | |||||
| XBI | 标普生物科技ETF | 555,015 | 68,265 | ||||
| TAL | 好未來 | 2,448,817 | 2,671,361 | 2,597,180 | 2,597,180 | 2,448,817 | |
| JKS | 晶科能源 | 780,933 | 780,933 | 780,933 | 780,933 | ||
| BGNE | 百济神州 | 9,329 | 15,502 | ||||
| MSFT | 微软 | 28,650 | 28,650 | ||||
| FWONK | 自由媒体集团 | 122,645 | 9,680 | ||||
| META | Meta | 969,277 | 991,342 | 1,225,964 | 996,908 | 541,689 | |
| SPOT | Spotify | 13,226 | |||||
| BABA | 阿里巴巴 | 601,142 | 465,000 | 843,409 | 843,409 | 703,009 | |
| UNH | 联合健康 | 4,338 | 167,432 | 130,310 | 130,310 | ||
| AVGO | 博通 | 245,800 | |||||
| SNPS | 新思科技 | 165,459 | 163,661 | ||||
| BEKE | 贝壳 | 4,771,806 | 4,640,706 | 3,676,995 | 1,793,195 | ||
| ZTO | 中通快递 | 6,557,350 |
