景林投资 2024 Q3 美股持仓列表
持有证券数：35，总市值：31.5（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
PDD
|
拼多多 |
4,517,786 |
6.1 |
19.33% |
减仓 |
-13.2% |
|
META
|
Meta |
863,521 |
4.9 |
15.69% |
减仓 |
-25.7% |
|
NTES
|
网易 |
3,278,597 |
3.1 |
9.73% |
减仓 |
-14.2% |
|
TSM
|
台积电 |
1,722,314 |
3.0 |
9.49% |
减仓 |
-36.6% |
|
YMM
|
满帮 |
24,217,383 |
2.2 |
6.93% |
减仓 |
-10.3% |
|
FUTU
|
富途控股 |
1,884,567 |
1.8 |
5.72% |
减仓 |
-19.1% |
|
AAPL
|
苹果 |
756,708 |
1.8 |
5.6% |
加仓 |
+356.9% |
|
ZTO
|
中通快递 |
5,983,473 |
1.5 |
4.7% |
加仓 |
+19.3% |
|
DASH
|
Doordash |
1,032,907 |
1.5 |
4.68% |
减仓 |
-18.4% |
|
EDU
|
新东方 |
1,810,734 |
1.4 |
4.36% |
减仓 |
-9.6% |
|
QFIN
|
奇富科技 |
3,417,122 |
1.0 |
3.23% |
持平 |
0% |
|
MSFT
|
微软 |
117,401 |
0.51 |
1.6% |
减仓 |
-87% |
|
TAL
|
好未來 |
3,320,955 |
0.39 |
1.25% |
加仓 |
+2.1% |
|
TME
|
腾讯音乐 |
2,969,203 |
0.36 |
1.14% |
加仓 |
+97.7% |
|
V
|
维萨卡 |
115,000 |
0.32 |
1% |
持平 |
0% |
|
BABA
|
阿里巴巴 |
246,016 |
0.26 |
0.83% |
加仓 |
+1.9% |
|
UBER
|
优步 |
343,800 |
0.26 |
0.82% |
加仓 |
+13.4% |
|
BEKE
|
贝壳 |
960,722 |
0.19 |
0.61% |
加仓 |
+23% |
|
JKS
|
晶科能源 |
569,933 |
0.15 |
0.49% |
持平 |
0% |
|
TCOM
|
携程 |
231,565 |
0.14 |
0.44% |
加仓 |
+0.1% |
|
PBR
|
巴西石油公司 |
789,700 |
0.11 |
0.36% |
持平 |
0% |
|
UNH
|
联合健康 |
13,979 |
0.08 |
0.26% |
加仓 |
+40.2% |
|
SE
|
Sea Limited |
86,500 |
0.08 |
0.26% |
新进 |
— |
|
GOOGL
|
谷歌A |
47,605 |
0.08 |
0.25% |
新进 |
— |
|
XBI
|
标普生物科技ETF |
70,400 |
0.07 |
0.22% |
减仓 |
-44.9% |
|
BGNE
|
百济神州 |
30,658 |
0.07 |
0.22% |
新进 |
— |
|
ABNB
|
爱彼迎 |
52,200 |
0.07 |
0.21% |
减仓 |
-32.1% |
|
HDL
|
特海国际 |
275,300 |
0.05 |
0.15% |
持平 |
0% |
|
NVDA
|
英伟达 |
31,111 |
0.04 |
0.12% |
减仓 |
-97.1% |
|
LEGN
|
传奇生物 |
66,109 |
0.03 |
0.1% |
新进 |
— |
|
PFE
|
辉瑞 |
92,600 |
0.03 |
0.09% |
新进 |
— |
|
RERE
|
万物新生 |
525,000 |
0.01 |
0.05% |
持平 |
0% |
|
DQ
|
大全新能源 |
50,399 |
0.01 |
0.03% |
持平 |
0% |
|
DELL
|
戴尔科技 |
7,500 |
0.01 |
0.03% |
新进 |
— |
|
MU
|
美光科技 |
5,985 |
0.01 |
0.02% |
加仓 |
+2.2% |
|
ASML
|
阿斯麦 |
— |
— |
— |
清仓 |
-100% |
|
SOXX
|
半导体ETF |
— |
— |
— |
清仓 |
-100% |
|
MRK
|
默沙东 |
— |
— |
— |
清仓 |
-100% |
|
AMZN
|
亚马逊 |
— |
— |
— |
清仓 |
-100% |
|
NVO
|
诺和诺德 |
— |
— |
— |
清仓 |
-100% |
|
MOMO
|
挚文集团 |
— |
— |
— |
清仓 |
-100% |
|
BSX
|
波士顿科学 |
— |
— |
— |
清仓 |
-100% |
|
TMO
|
赛默飞世尔科技 |
— |
— |
— |
清仓 |
-100% |
|
ALB
|
ALBEMARLE CORP |
— |
— |
— |
清仓 |
-100% |
|
LI
|
理想汽车 |
— |
— |
— |
清仓 |
-100% |
|
TSLA
|
特斯拉 |
— |
— |
— |
清仓 |
-100% |
|
YI
|
1药网 |
— |
— |
— |
清仓 |
-100% |