景林投资 2026 Q1 美股持仓列表
持有证券数：25，总市值：38.8（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
GOOGL
|
谷歌A |
2,921,634 |
8.4 |
21.66% |
加仓 |
+8.6% |
|
PDD
|
拼多多 |
5,103,804 |
5.2 |
13.45% |
加仓 |
+28.6% |
|
NTES
|
网易 |
3,190,000 |
3.6 |
9.21% |
减仓 |
-0.7% |
|
YMM
|
满帮 |
40,957,519 |
3.4 |
8.77% |
加仓 |
+43.2% |
|
META
|
Meta |
541,689 |
3.1 |
7.99% |
减仓 |
-45.7% |
|
INTC
|
英特尔 |
6,923,236 |
3.1 |
7.88% |
加仓 |
+167.3% |
|
AMZN
|
亚马逊 |
1,004,700 |
2.1 |
5.4% |
新进 |
— |
|
FUTU
|
富途控股 |
996,348 |
1.4 |
3.51% |
减仓 |
-12.3% |
|
NVDA
|
英伟达 |
762,748 |
1.3 |
3.43% |
减仓 |
-9% |
|
TCOM
|
携程 |
2,604,281 |
1.3 |
3.34% |
新进 |
— |
|
ATAT
|
亚朵 |
2,591,136 |
0.95 |
2.46% |
加仓 |
+13.1% |
|
BABA
|
阿里巴巴 |
703,009 |
0.88 |
2.27% |
减仓 |
-16.6% |
|
EDU
|
新东方 |
1,328,218 |
0.75 |
1.94% |
持平 |
0% |
|
AAPL
|
苹果 |
248,368 |
0.63 |
1.63% |
加仓 |
+16.5% |
|
HTHT
|
华住 |
1,063,181 |
0.53 |
1.38% |
加仓 |
+26.1% |
|
QFIN
|
奇富科技 |
3,295,438 |
0.43 |
1.1% |
持平 |
0% |
|
SE
|
Sea Limited |
488,048 |
0.40 |
1.04% |
加仓 |
+50.6% |
|
UNH
|
联合健康 |
130,310 |
0.35 |
0.91% |
持平 |
0% |
|
TSM
|
台积电 |
83,052 |
0.28 |
0.72% |
减仓 |
-7.5% |
|
TAL
|
好未來 |
2,448,817 |
0.28 |
0.72% |
减仓 |
-5.7% |
|
950915108
|
WERIDE INC |
2,201,800 |
0.18 |
0.46% |
持平 |
0% |
|
MMYT
|
MakeMyTrip Ltd |
388,557 |
0.14 |
0.37% |
加仓 |
+51.2% |
|
LITEV
|
Lumentum Holdings Inc. |
10,822 |
0.08 |
0.2% |
新进 |
— |
|
HDL
|
特海国际 |
268,341 |
0.04 |
0.1% |
持平 |
0% |
|
RERE
|
万物新生 |
525,000 |
0.02 |
0.06% |
持平 |
0% |
|
AVGO
|
博通 |
— |
— |
— |
清仓 |
-100% |
|
SNPS
|
新思科技 |
— |
— |
— |
清仓 |
-100% |
|
NBIS
|
NEBIUS |
— |
— |
— |
清仓 |
-100% |
|
BEKE
|
贝壳 |
— |
— |
— |
清仓 |
-100% |
|
JKS
|
晶科能源 |
— |
— |
— |
清仓 |
-100% |
|
XBI
|
标普生物科技ETF |
— |
— |
— |
清仓 |
-100% |