AMIRAL GESTION
特别关注No.7515 数据截至 2026Q1环比变动 Q4 2025
-$9,195.8万-33.8%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q1 2026 市值 | Q1 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 微软MSFT |
| 16.65% | 14% | $2,997.2万 | 8.1万股 | $3,807.0万 | 7.9万股 | +2,250股+2.86% | 加仓 |
 威瑞信VRSN |
| 15.54% | 9.86% | $2,798.2万 | 11.3万股 | $2,681.1万 | 11.0万股 | +2,309股+2.09% | 加仓 |
 ADOBE COMADBE |
| 11.97% | 12.76% | $2,154.2万 | 8.9万股 | $3,469.8万 | 9.9万股 | -1.1万股-10.61% | 减仓 |
| NNVRNVR |
| 9.45% | 6.43% | $1,701.5万 | 2,582股 | $1,748.1万 | 2,397股 | +185股+7.72% | 加仓 |
| BBROWN FORMANBF.B |
| 8.2% | 3.93% | $1,476.0万 | 55.8万股 | $1,067.6万 | 41.0万股 | +14.9万股+36.27% | 加仓 |
 VisaV |
| 6.93% | 9.67% | $1,246.9万 | 4.1万股 | $2,630.7万 | 7.5万股 | -3.4万股-45.00% | 减仓 |
 达美乐披萨DPZ |
| 6.61% | 3.86% | $1,189.7万 | 3.3万股 | $1,048.7万 | 2.5万股 | +8,000股+31.80% | 加仓 |
| PPAYCOM SOFTWAREPAYC |
| 5.69% | 6.83% | $1,023.4万 | 8.4万股 | $1,856.4万 | 11.6万股 | -3.2万股-27.71% | 减仓 |
 高露洁CL |
| 4.55% | 4.12% | $818.2万 | 9.6万股 | $1,121.1万 | 14.2万股 | -4.6万股-32.33% | 减仓 |
 爱德华生命科学EW |
| 4.29% | 7.11% | $771.9万 | 9.6万股 | $1,932.7万 | 22.7万股 | -13.0万股-57.48% | 减仓 |
 POOLPOOL |
| 4.18% | — | $752.4万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| SSEA SPONSORD ADSSE |
| 2.37% | 2.23% | $426.5万 | 5.2万股 | $606.0万 | 4.8万股 | +4,000股+8.42% | 加仓 |
 Pdd Holdings Inc ADRPDD |
| 1.53% | 1.17% | $275.9万 | 2.7万股 | $317.5万 | 2.8万股 | -1,000股-3.57% | 减仓 |
 Meta平台META |
| 0.99% | 0.41% | $177.4万 | 3,100股 | $110.2万 | 1,670股 | +1,430股+85.63% | 加仓 |
| FFUTU SPON ADS CL AFUTU |
| 0.91% | 0.91% | $164.1万 | 1.2万股 | $246.3万 | 1.5万股 | -3,000股-20.00% | 减仓 |
 DOLEDOLE |
| 0.15% | 0.1% | $27.6万 | 1.9万股 | $27.2万 | 1.8万股 | +1,000股+5.50% | 加仓 |
