东方港湾 2026 Q2 美股持仓列表
持有证券数：13，总市值：16.5（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
GOOG
|
谷歌C |
1,049,653 |
3.7 |
22.48% |
减仓 |
-12.9% |
|
INTC
|
英特尔 |
1,849,390 |
2.6 |
15.65% |
新进 |
— |
|
NVDA
|
英伟达 |
1,083,827 |
2.2 |
13.15% |
减仓 |
-15.7% |
|
80004C200
|
SANDISK CORP |
77,276 |
1.8 |
10.65% |
新进 |
— |
|
MU
|
美光科技 |
147,587 |
1.7 |
10.33% |
加仓 |
+102.1% |
|
AMD
|
AMD |
251,437 |
1.5 |
8.85% |
新进 |
— |
|
MRVL
|
迈成尔科技 |
439,119 |
1.3 |
7.93% |
新进 |
— |
|
TSM
|
台积电 |
137,289 |
0.66 |
3.97% |
减仓 |
-34.5% |
|
042068205
|
ARM HOLDINGS PLC |
150,573 |
0.53 |
3.24% |
新进 |
— |
|
AVGO
|
博通 |
65,947 |
0.25 |
1.51% |
新进 |
— |
|
LITEV
|
Lumentum Holdings Inc. |
26,122 |
0.22 |
1.36% |
新进 |
— |
|
AMZN
|
亚马逊 |
59,897 |
0.14 |
0.87% |
减仓 |
-67% |
|
META
|
Meta |
241 |
0.00 |
0.01% |
减仓 |
-99.8% |
|
AAPL
|
苹果 |
— |
— |
— |
清仓 |
-100% |
|
TQQQ
|
三倍做多纳指 |
— |
— |
— |
清仓 |
-100% |
|
GOOGL
|
谷歌A |
— |
— |
— |
清仓 |
-100% |
|
TSLA
|
特斯拉 |
— |
— |
— |
清仓 |
-100% |
|
25461A841
|
DIREXION SHS ETF TR |
— |
— |
— |
清仓 |
-100% |
|
172573107
|
CIRCLE INTERNET GROUP INC |
— |
— |
— |
清仓 |
-100% |