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PBCay One RSC Ltd
特别关注No.1921 数据截至 2026Q2环比变动 Q1 2026
+$3.98亿+29.6%
| 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 |
|---|
| SSPDR标普500 ETFSPY |
| 19.5% | 30.47% | $3.40亿 | 45.8万股 | $4.10亿 | 63.0万股 | -17.2万股-27.28% | 减仓 |
| V先锋领航指数基金VOO |
| 10.3% | — | $1.79亿 | 24.4万股 | $0 | 0股 | +24.4万股 | 新买入 |
 台积电TSM |
| 8.19% | 6.05% | $1.43亿 | 29.9万股 | $8,128.8万 | 24.1万股 | +5.8万股+24.15% | 加仓 |
 微软MSFT |
| 7.63% | 7.78% | $1.33亿 | 35.6万股 | $1.05亿 | 28.3万股 | +7.4万股+26.08% | 加仓 |
 NubankNU |
| 6.08% | 0.58% | $1.06亿 | 793.5万股 | $774.7万 | 53.9万股 | +739.6万股+1,371.78% | 加仓 |
 DANAHER DEL COMDHR |
| 5.85% | 3.94% | $1.02亿 | 53.5万股 | $5,291.7万 | 27.9万股 | +25.6万股+91.61% | 加仓 |
 亚马逊AMZN |
| 5.33% | 7.31% | $9,285.5万 | 39.0万股 | $9,823.9万 | 47.2万股 | -8.2万股-17.41% | 减仓 |
 英伟达NVDA |
| 5.27% | 7.37% | $9,186.4万 | 45.9万股 | $9,912.6万 | 56.8万股 | -10.9万股-19.22% | 减仓 |
 Meta平台META |
| 4.95% | 3.96% | $8,622.8万 | 15.3万股 | $5,325.4万 | 9.3万股 | +6.0万股+64.46% | 加仓 |
 博通AVGO |
| 4.89% | — | $8,513.1万 | 22.5万股 | $0 | 0股 | +22.5万股 | 新买入 |
 宣伟SHW |
| 4.72% | 4.99% | $8,227.4万 | 23.9万股 | $6,714.5万 | 20.9万股 | +2.9万股+14.07% | 加仓 |
 MERCADOLIBRE COMMELI |
| 4.52% | 4.98% | $7,878.9万 | 4.6万股 | $6,689.9万 | 3.9万股 | +7,726股+19.97% | 加仓 |
 标普全球SPGI |
| 4.1% | 5.55% | $7,150.5万 | 17.6万股 | $7,468.0万 | 17.6万股 | 00.00% | 持仓不变 |
| SSpaceXSPCX |
| 3.58% | — | $6,237.9万 | 36.5万股 | $0 | 0股 | +36.5万股 | 新买入 |
| T赛默飞世尔TMO |
| 2.97% | 2.22% | $5,181.8万 | 10.3万股 | $2,980.4万 | 6.1万股 | +4.3万股+70.45% | 加仓 |
 谷歌AGOOGL |
| 0.95% | 4.92% | $1,657.3万 | 4.6万股 | $6,615.4万 | 23.0万股 | -18.4万股-79.84% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.76% | 1.04% | $1,331.9万 | 40.0万股 | $1,404.7万 | 36.6万股 | +3.4万股+9.43% | 加仓 |
 美光科技MU |
| 0.41% | — | $720.3万 | 6,240股 | $0 | 0股 | +6,240股 | 新买入 |
