| 公司 | 股票代码 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | 2025 Q3 | 2025 Q4 | 2026 Q1 | 2026 Q2 |
|---|---|---|---|---|---|---|---|---|---|
| 谷歌A | GOOGL | 47,605 | 501,299 | 45,990 | 184,942 | 1,760,320 | 2,690,000 | 2,921,634 | 1,810,357 |
| 英特尔 | INTC | 2,179,995 | 2,035,073 | 1,896,037 | 2,590,400 | 6,923,236 | 2,751,193 | ||
| 拼多多 | PDD | 4,517,786 | 4,635,519 | 4,635,519 | 3,219,839 | 3,356,964 | 3,968,270 | 5,103,804 | 4,785,666 |
| 满帮 | YMM | 24,217,383 | 26,019,803 | 25,995,141 | 28,794,527 | 28,597,879 | 28,597,879 | 40,957,519 | 39,452,419 |
| 富途控股 | FUTU | 1,884,567 | 1,282,934 | 1,901,635 | 1,531,389 | 996,348 | 1,135,821 | 996,348 | 1,093,634 |
| 网易 | NTES | 3,278,597 | 3,632,870 | 3,575,098 | 3,486,000 | 3,212,200 | 3,212,200 | 3,190,000 | 600,631 |
| 亚朵 | ATAT | 210,700 | 2,290,136 | 2,290,136 | 2,591,136 | 1,788,400 | |||
| 奇富科技 | QFIN | 3,417,122 | 2,688,992 | 2,688,992 | 3,295,438 | 3,295,438 | 3,295,438 | 3,295,438 | 3,031,438 |
| 苹果 | AAPL | 756,708 | 744,308 | 782,255 | 213,104 | 213,104 | 248,368 | 146,668 | |
| 台积电 | TSM | 1,722,314 | 1,244,950 | 1,574,557 | 131,264 | 131,264 | 89,826 | 83,052 | 83,052 |
| Sea Limited | SE | 86,500 | 212,569 | 90,734 | 179,759 | 411,144 | 324,147 | 488,048 | 216,978 |
| MakeMyTrip Ltd | MMYT | 256,900 | 256,900 | 388,557 | 388,557 | ||||
| 阿斯麦 | ASML | 7,070 | |||||||
| 华住 | HTHT | 176,800 | 360,000 | 842,822 | 1,063,181 | 321,572 | |||
| WERIDE INC | 950915108 | 2,684,200 | 2,201,800 | 2,201,800 | 2,201,800 | ||||
| APPLIED OPTOELECTRONICS, INC. | AAOI | 53,520 | |||||||
| 世纪互联 | VNET | 648,500 | |||||||
| 特海国际 | HDL | 275,300 | 275,300 | 268,341 | 268,341 | 268,341 | 268,341 | 268,341 | 268,341 |
| 万物新生 | RERE | 525,000 | 525,000 | 525,000 | 525,000 | 525,000 | 525,000 | 525,000 | 525,000 |
| 应用材料公司 | AMAT | 2,520 | |||||||
| 携程 | TCOM | 231,565 | 175,236 | 383,543 | 377,500 | 2,604,281 | 12,000 | ||
| Meta | META | 863,521 | 878,964 | 969,277 | 991,342 | 1,225,964 | 996,908 | 541,689 | |
| 亚马逊 | AMZN | 32,064 | 1,004,700 | ||||||
| 英伟达 | NVDA | 31,111 | 37,776 | 630,440 | 2,378,757 | 837,907 | 762,748 | ||
| 阿里巴巴 | BABA | 246,016 | 601,142 | 465,000 | 843,409 | 843,409 | 703,009 | ||
| 新东方 | EDU | 1,810,734 | 1,228,318 | 1,396,039 | 1,328,218 | 1,328,218 | 1,328,218 | 1,328,218 | |
| 联合健康 | UNH | 13,979 | 14,165 | 4,338 | 167,432 | 130,310 | 130,310 | ||
| 好未來 | TAL | 3,320,955 | 3,320,955 | 2,448,817 | 2,671,361 | 2,597,180 | 2,597,180 | 2,448,817 | |
| Lumentum Holdings Inc. | LITEV | 10,822 | |||||||
| 博通 | AVGO | 245,800 | |||||||
| 新思科技 | SNPS | 165,459 | 163,661 | ||||||
| NEBIUS | NBIS | 3,159,776 | 2,218,014 | 1,276,303 | 1,276,303 | 638,103 | |||
| 贝壳 | BEKE | 960,722 | 543,800 | 4,771,806 | 4,640,706 | 3,676,995 | 1,793,195 | ||
| 晶科能源 | JKS | 569,933 | 569,933 | 780,933 | 780,933 | 780,933 | 780,933 | ||
| 标普生物科技ETF | XBI | 70,400 | 555,015 | 68,265 | |||||
| 优步 | UBER | 343,800 | 238,979 | 244,670 | |||||
| Spotify | SPOT | 13,226 | |||||||
| 谷歌C | GOOG | 3,596 | |||||||
| 大全新能源 | DQ | 50,399 | 2,714,780 | 2,672,161 | 2,672,161 | ||||
| 微软 | MSFT | 117,401 | 177,933 | 28,650 | 28,650 | ||||
| 百济神州 | BGNE | 30,658 | 30,658 | 9,329 | 15,502 | ||||
| 阿特斯太阳能 | CSIQ | 695,861 | 1,115,861 | 335,183 | |||||
| 自由媒体集团 | FWONK | 398,593 | 122,645 | 9,680 | |||||
| 禾赛 | HSAI | 748,553 | 40,291 | ||||||
| 中通快递 | ZTO | 5,983,473 | 6,617,077 | 6,557,350 | |||||
| 传奇生物 | LEGN | 66,109 | 66,109 | 90,109 | |||||
| 再生元制药 | REGN | 3,450 | 4,750 | ||||||
| 辉瑞 | PFE | 92,600 | 74,200 | 74,200 | |||||
| Doordash | DASH | 1,032,907 | 1,032,907 | ||||||
| 维萨卡 | V | 115,000 | 115,000 |
