景林投资 2026 Q2 美股持仓列表
持有证券数：21，总市值：21.9（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 |
1,810,357 |
6.5 |
29.6% |
减仓 |
-38% |
|
INTC
|
英特尔 |
2,751,193 |
3.8 |
17.58% |
减仓 |
-60.3% |
|
PDD
|
拼多多 |
4,785,666 |
3.7 |
16.7% |
减仓 |
-6.2% |
|
YMM
|
满帮 |
39,452,419 |
3.2 |
14.66% |
减仓 |
-3.7% |
|
FUTU
|
富途控股 |
1,093,634 |
1.0 |
4.69% |
加仓 |
+9.8% |
|
NTES
|
网易 |
600,631 |
0.77 |
3.52% |
减仓 |
-81.2% |
|
ATAT
|
亚朵 |
1,788,400 |
0.57 |
2.6% |
减仓 |
-31% |
|
QFIN
|
奇富科技 |
3,031,438 |
0.48 |
2.19% |
减仓 |
-8% |
|
AAPL
|
苹果 |
146,668 |
0.42 |
1.94% |
减仓 |
-40.9% |
|
TSM
|
台积电 |
83,052 |
0.40 |
1.81% |
持平 |
0% |
|
SE
|
Sea Limited |
216,978 |
0.21 |
0.95% |
减仓 |
-55.5% |
|
MMYT
|
MakeMyTrip Ltd |
388,557 |
0.21 |
0.95% |
持平 |
0% |
|
ASML
|
阿斯麦 |
7,070 |
0.14 |
0.64% |
新进 |
— |
|
HTHT
|
华住 |
321,572 |
0.13 |
0.61% |
减仓 |
-69.8% |
|
950915108
|
WERIDE INC |
2,201,800 |
0.13 |
0.59% |
持平 |
0% |
|
AAOI
|
APPLIED OPTOELECTRONICS, INC. |
53,520 |
0.08 |
0.36% |
新进 |
— |
|
VNET
|
世纪互联 |
648,500 |
0.05 |
0.24% |
新进 |
— |
|
HDL
|
特海国际 |
268,341 |
0.03 |
0.15% |
持平 |
0% |
|
RERE
|
万物新生 |
525,000 |
0.02 |
0.09% |
持平 |
0% |
|
AMAT
|
应用材料公司 |
2,520 |
0.02 |
0.08% |
新进 |
— |
|
TCOM
|
携程 |
12,000 |
0.00 |
0.02% |
减仓 |
-99.5% |
|
META
|
Meta |
— |
— |
— |
清仓 |
-100% |
|
AMZN
|
亚马逊 |
— |
— |
— |
清仓 |
-100% |
|
NVDA
|
英伟达 |
— |
— |
— |
清仓 |
-100% |
|
BABA
|
阿里巴巴 |
— |
— |
— |
清仓 |
-100% |
|
EDU
|
新东方 |
— |
— |
— |
清仓 |
-100% |
|
UNH
|
联合健康 |
— |
— |
— |
清仓 |
-100% |
|
TAL
|
好未來 |
— |
— |
— |
清仓 |
-100% |
|
LITEV
|
Lumentum Holdings Inc. |
— |
— |
— |
清仓 |
-100% |