景林投资 2022 Q1 美股持仓列表
持有证券数：36，总市值：0.02（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
NTES
|
网易 |
3,600,485 |
0.00 |
13.86% |
加仓 |
+29.8% |
|
BEKE
|
贝壳 |
20,431,036 |
0.00 |
10.85% |
加仓 |
+114% |
|
JD
|
京东 |
4,351,842 |
0.00 |
10.81% |
加仓 |
+243.9% |
|
SE
|
Sea Limited |
1,692,376 |
0.00 |
8.7% |
减仓 |
-22.7% |
|
500767306
|
KRANESHARES TRUST |
6,136,400 |
0.00 |
7.51% |
加仓 |
+341.8% |
|
GOOGL
|
谷歌A |
57,032 |
0.00 |
6.81% |
减仓 |
-41.9% |
|
ZTO
|
中通快递 |
6,244,291 |
0.00 |
6.7% |
减仓 |
-5.1% |
|
META
|
Meta |
615,610 |
0.00 |
5.87% |
减仓 |
-43.6% |
|
BZ
|
BOSS直聘 |
3,585,818 |
0.00 |
3.83% |
加仓 |
+73.6% |
|
DASH
|
Doordash |
742,807 |
0.00 |
3.74% |
加仓 |
+45.6% |
|
PDD
|
拼多多 |
1,767,006 |
0.00 |
3.04% |
减仓 |
-34.8% |
|
FUTU
|
富途控股 |
1,651,981 |
0.00 |
2.31% |
加仓 |
+215% |
|
NVDA
|
英伟达 |
177,600 |
0.00 |
2.08% |
加仓 |
+48.9% |
|
YMM
|
满帮 |
7,083,063 |
0.00 |
2.03% |
加仓 |
+407.9% |
|
CVNA
|
CARVANA CO. |
363,233 |
0.00 |
1.86% |
加仓 |
+97.7% |
|
QFIN
|
奇富科技 |
2,341,368 |
0.00 |
1.55% |
持平 |
0% |
|
BABA
|
阿里巴巴 |
306,541 |
0.00 |
1.43% |
持平 |
0% |
|
TME
|
腾讯音乐 |
6,267,765 |
0.00 |
1.31% |
新进 |
— |
|
YY
|
欢聚时代 |
704,364 |
0.00 |
1.11% |
持平 |
0% |
|
TSLA
|
特斯拉 |
15,400 |
0.00 |
0.71% |
加仓 |
+7.8% |
|
AAPL
|
苹果 |
87,400 |
0.00 |
0.65% |
新进 |
— |
|
MSFT
|
微软 |
48,200 |
0.00 |
0.64% |
减仓 |
-71.3% |
|
TSM
|
台积电 |
124,500 |
0.00 |
0.56% |
加仓 |
+202.2% |
|
BILI
|
哔哩哔哩 |
400,999 |
0.00 |
0.44% |
减仓 |
-41.3% |
|
JKS
|
晶科能源 |
181,800 |
0.00 |
0.38% |
新进 |
— |
|
QD
|
趣店 |
5,472,601 |
0.00 |
0.28% |
持平 |
0% |
|
XBI
|
标普生物科技ETF |
57,686 |
0.00 |
0.22% |
新进 |
— |
|
ALB
|
ALBEMARLE CORP |
20,600 |
0.00 |
0.2% |
持平 |
0% |
|
PTON
|
PELOTON INTERACTIVE, INC. |
143,090 |
0.00 |
0.16% |
持平 |
0% |
|
SY
|
新氧 |
1,247,483 |
0.00 |
0.11% |
持平 |
0% |
|
YI
|
1药网 |
836,440 |
0.00 |
0.1% |
持平 |
0% |
|
RERE
|
万物新生 |
525,000 |
0.00 |
0.08% |
持平 |
0% |
|
IMAB
|
天境生物 |
54,206 |
0.00 |
0.04% |
新进 |
— |
|
DIDI
|
DIDI GLOBAL INC |
289,000 |
0.00 |
0.03% |
减仓 |
-42.6% |
|
LULU
|
露露柠檬 |
1,720 |
0.00 |
0.03% |
新进 |
— |
|
XYF
|
小意科技 |
70,198 |
0.00 |
0.01% |
减仓 |
-16.7% |
|
LI
|
理想汽车 |
— |
— |
— |
清仓 |
-100% |
|
WOLF
|
WOLFSPEED, INC. |
— |
— |
— |
清仓 |
-100% |
|
XPEV
|
小鹏汽车 |
— |
— |
— |
清仓 |
-100% |
|
VIPS
|
唯品会 |
— |
— |
— |
清仓 |
-100% |