申报总市值
US$38.8亿
申报季度: 2026-03-31 · 持股只数: 35
Greenwoods Asset Management Hong Kong Ltd.在最新一期 13F 报告中披露了 35 项持股，申报期为 2026-03-31，总持股市值约为 US$38.8亿，季度换手率为 38.9%。
减仓 META
-45.7% -US$3.5亿
加仓 INTC
+167.3% US$2.1亿
加仓 PDD
+28.6% US$7154.5万
减仓 NTES
-0.7% -US$8497.4万
加仓 YMM
+43.2% US$3309.2万
减仓 FUTU
-12.3% -US$5025.3万
仅显示前 25 大持股（共 35 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 21.66% | +0.84% | +8.61% | |
| 2 | PDD | Pdd Holdings INC | 股票-周期性消费 | 13.45% | +2.33% | +28.62% | |
| 3 | NTES | Netease Inc-adr | 股票-通信服务 | 9.21% | -1.72% | -0.69% | |
| 4 | YMM | Full Truck Alliance -spn Adr | 股票-其他 | 8.77% | +1.18% | +43.22% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 7.99% | -8.28% | -45.66% | |
| 6 | INTC | Intel CORP | 股票-科技 | 7.88% | +5.52% | +167.27% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.40% | +5.40% | NEW | |
| 8 | FUTU | Futu Holdings Ltd-adr | 股票-金融 | 3.51% | -1.10% | -12.28% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 3.43% | -0.43% | -8.97% | |
| 10 | TCOM | Trip.com Group Ltd-adr | 股票-周期性消费 | 3.34% | +3.34% | NEW | |
| 11 | ATAT | Atour Lifestyle Holdings-adr | 股票-其他 | 2.46% | +0.23% | +13.14% | |
| 12 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 2.27% | -0.79% | -16.65% | |
| 13 | EDU | New Oriental Educatio-sp Adr | 股票-非周期性消费 | 1.94% | +0.13% | — | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.63% | +0.20% | +16.55% | |
| 15 | HTHT | H World Group Ltd-adr | 股票-其他 | 1.38% | +0.40% | +26.15% | |
| 16 | QFIN | Qfin Holdings Inc-adr | 股票-其他 | 1.10% | -0.47% | — | |
| 17 | SE | Sea Ltd-adr | 股票-通信服务 | 1.04% | +0.02% | +50.56% | |
| 18 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.91% | -0.15% | — | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.72% | +0.05% | -7.54% | |
| 20 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 0.72% | +0.02% | -5.71% | |
| 21 | WRD | Weride Inc-adr | 股票-其他 | 0.46% | -0.01% | — | |
| 22 | MMYT | MakeMyTrip Limited | 股票-其他 | 0.37% | -0.15% | +51.25% | |
| 23 | LITE | Lumentum Holdings INC | 股票-科技 | 0.20% | +0.20% | NEW | |
| 24 | HDL | Super Hi International Holdi | 股票-其他 | 0.10% | -0.01% | — | |
| 25 | RERE | Atrenew INC | 股票-其他 | 0.06% | -0.01% | — |
Q3 2026表现
-8.6%
近4个季度表现
-3.2%
基于可获取价格的持仓（占申报价值的76%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 35 | US$38.8亿 | 39 | |
| 2025-12-31 | 38 | US$40.4亿 | 37 | |
| 2025-09-30 | 39 | US$44.4亿 | 76 | |
| 2025-06-30 | 36 | US$28.7亿 | 0 | |
| 2025-03-31 | 40 | US$32.3亿 | 100 | |
| 2024-12-31 | 44 | US$31.7亿 | 0 | |
| 2024-09-30 | 45 | US$31.5亿 | 0 | |
| 2024-06-30 | 51 | US$37.9亿 | 0 | |
| 2024-03-31 | 56 | US$32.3亿 | 0 | |
| 2023-12-31 | 46 | US$28.0亿 | 0 | |
| 2023-09-30 | 49 | US$25.5亿 | 0 | |
| 2023-06-30 | 44 | US$20.7亿 | 0 | |
| 2023-03-31 | 46 | US$17.3亿 | 0 | |
| 2022-12-31 | 54 | US$16.3亿 | 0 | |
| 2022-09-30 | 50 | US$14.7亿 | 0 | |
| 2022-06-30 | 57 | US$22.4亿 | 0 | |
| 2022-03-31 | 57 | US$23.3亿 | 0 | |
| 2021-12-31 | 54 | US$27.0亿 | 0 | |
| 2021-09-30 | 57 | US$24.8亿 | 0 | |
| 2021-06-30 | 58 | US$28.6亿 | 100 | |
| 2021-03-31 | 50 | US$23.6亿 | — |
Greenwoods Asset Management Hong Kong Ltd. 在 2026-03-31 最显著的持仓异动： 新建仓: Amazon.com INC (AMZN); 新建仓: Trip.com Group Ltd-adr (TCOM); 清仓: Broadcom INC (AVGO); 清仓: Synopsys INC (SNPS); 清仓: Nebius Group NV (NBIS).