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Neumann Advisory Hong Kong Ltd
特别关注No.5225 数据截至 2026Q2环比变动 Q1 2026
+$3,839.1万+12.1%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 特斯拉TSLA |
| 76.8% | 76.09% | $2.73亿 | 65.0万股 | $2.42亿 | 65.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 17.15% | 14.56% | $6,101.7万 | 17.1万股 | $4,622.2万 | 16.1万股 | +1.0万股+6.22% | 加仓 |
 Meta平台META |
| 4.83% | 6.95% | $1,720.1万 | 3.1万股 | $2,204.8万 | 3.9万股 | -8,000股-20.76% | 减仓 |
 AGORAAPI |
| 0.58% | 1.2% | $206.5万 | 51.8万股 | $380.2万 | 107.4万股 | -55.6万股-51.80% | 减仓 |
| SSINOVAC BIOTECH LTDSVA |
| 0.57% | 0.64% | $204.2万 | 31.6万股 | $204.2万 | 31.6万股 | 00.00% | 持仓不变 |
| EELASTICESTC |
| 0.07% | 0.57% | $23.5万 | 4,114股 | $179.6万 | 3.6万股 | -3.2万股-88.55% | 减仓 |
