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Eschler Asset Management LLP · 13F 持仓分析
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Eschler Asset Management LLP

No.9500 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5,595.3万
环比变动 Q1 2026
-$4,436.8万-44.2%
持仓股票数
34
新买入
12
加仓
4
减仓
8
清仓
11
持股不变
10
持仓市值走势图
持仓板块构成
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
V先锋领航STAR基金VXUS
9.5%4.78%$531.8万6.2万股$479.8万6.2万股00.00%持仓不变
V先锋领航指数基金VOO
9.27%4.5%$518.6万7,552股$451.3万7,552股00.00%持仓不变
AAlphabet Inc Class CGOOG
9.18%8.49%$513.6万1.5万股$851.9万3.0万股-1.5万股-51.04%减仓
IiShares安硕信托ITA
8.91%$498.7万2.1万股$00股+2.1万股新买入
KKASPI KZ JSCKSPI
5.88%2.32%$329.1万3.8万股$233.1万3.1万股+6,510股+20.68%加仓
Meta平台META
5.39%3.05%$301.6万5,355股$306.4万5,355股00.00%持仓不变
V先锋领航斯科茨代尔基金VGSH
5.06%$283.3万4.9万股$00股+4.9万股新买入
台积电TSM
4.53%0.34%$253.4万5,305股$33.8万1,000股+4,305股+430.50%加仓
SSANDISK COMSNDK
4.49%$251.2万1,105股$00股+1,105股新买入
S道富XLI
4.33%$242.2万1.3万股$00股+1.3万股新买入
MERCADOLIBRE COMMELI
2.79%1.29%$156.3万921股$129.7万750股+171股+22.80%加仓
NubankNU
2.67%1%$149.6万11.2万股$100.6万7.0万股+4.2万股+60.00%加仓
希尔顿HLT
2.57%$144.0万4,358股$00股+4,358股新买入
VanEck ETF信托GDXJ
2.5%25.18%$140.0万1.4万股$2,526.2万21.0万股-19.6万股-93.23%减仓
英伟达NVDA
1.96%1.01%$109.6万5,478股$100.8万5,782股-304股-5.26%减仓
RobinhoodHOOD
1.95%$109.1万1.1万股$00股+1.1万股新买入
BBLOCK H & RHRB
1.84%$102.8万2.7万股$00股+2.7万股新买入
DDUOLINGODUOL
1.6%$89.8万7,806股$00股+7,806股新买入
HCA医疗HCA
1.53%1.09%$85.4万2,190股$109.6万2,315股-125股-5.40%减仓
COPART COMCPRT
1.51%$84.6万3.0万股$00股+3.0万股新买入
VValaris LTD Non-Tradeable AssetVAL
1.47%1.4%$82.0万1.1万股$140.2万1.4万股-3,000股-20.98%减仓
BOSTON BEERSAM
1.46%1.06%$81.4万4,600股$106.0万4,600股00.00%持仓不变
NATURAL RESOURCE PARTNERS L COMNRP
1.39%0.96%$77.6万8,000股$96.8万8,000股00.00%持仓不变
ServiceNowNOW
1.22%0.72%$68.5万6,900股$72.1万6,900股00.00%持仓不变
KKANZHUN LIMITEDBZ
1.22%3.34%$68.2万5.3万股$334.8万25.0万股-19.7万股-78.80%减仓
贝莱德·INC COMBLK
1.2%0.71%$66.9万696股$70.8万736股-40股-5.43%减仓
亚马逊AMZN
0.87%0.42%$48.6万2,040股$42.5万2,040股00.00%持仓不变
AATRENEWRERE
0.86%0.67%$48.2万12.5万股$66.7万14.2万股-1.8万股-12.44%减仓
VOX ROYALTYVOXR
0.86%$48.1万10.2万股$00股+10.2万股新买入
ROBLOX CL ARBLX
0.67%0.39%$37.2万6,850股$38.7万6,850股00.00%持仓不变
NNOAHNOAH
0.44%0.24%$24.6万2.5万股$24.4万2.5万股00.00%持仓不变
迈威尔MRVL
0.43%$23.8万800股$00股+800股新买入
BBAUSCH HEALTH COSBHC
0.33%0.2%$18.5万3.8万股$20.3万3.8万股00.00%持仓不变
IiShares安硕ESGE
0.13%$7.0万350股$00股+350股新买入

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