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XY Capital Ltd 13F 持仓明细(2026-03-31) · 小隐寺数据中心
XY Capital Ltd
报告期 2026-03-31 · CIK 0001933132
持仓数
95
前50大市值合计
$93.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 117 项
建仓 31
增持 40
减持 33
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
BEKE
KE HLDGS INC
+$20.6M
1,158,227
+703%
建仓
SPY
SPDR S&P 500 ETF TR
+$20.0M
35,700
减持
SONY
SONY GROUP CORP
-$14.3M
204,951
-78%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
—
EXXON MOBIL CORP
+$13.7M
128,400
+762%
增持
ZTO
ZTO EXPRESS CAYMAN INC
+$12.9M
1,041,263
+162%
增持
CVX
CHEVRON CORP NEW
+$12.1M
82,200
+635%
增持
ONC
BEIGENE LTD
+$11.9M
60,415
+146%
建仓
BILI
BILIBILI INC
+$11.4M
597,013
建仓
ZLAB
ZAI LAB LTD
+$11.0M
305,397
增持
COP
CONOCOPHILLIPS
+$9.4M
99,100
+920%
增持
TCOM
TRIP COM GROUP LTD
+$7.6M
126,131
+1955%
清仓
BHP
BHP GROUP LTD
-$6.0M
0
-100%
建仓
BIDU
BAIDU INC
+$5.6M
60,418
建仓
NTES
NETEASE INC
+$5.5M
53,120
建仓
GOOG
ALPHABET INC
+$4.5M
29,195
增持
NVDA
NVIDIA CORPORATION
+$4.5M
71,660
+190%
增持
KC
KINGSOFT CLOUD HLDGS LTD
+$4.1M
348,912
+303%
清仓
FXI
ISHARES TR
-$4.1M
0
-100%
增持
MPC
MARATHON PETE CORP
+$4.0M
30,702
+819%
减持
PRU
PRUDENTIAL FINL INC
-$2.9M
30,400
-43%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$2.7M
26,500
建仓
GDS
GDS HLDGS LTD
+$2.6M
102,008
减持
MNSO
MINISO GROUP HLDG LTD
-$2.4M
174,900
-26%
减持
—
AMCOR PLC
-$2.4M
188,886
-58%
增持
VLO
VALERO ENERGY CORP
+$2.3M
19,225
+881%
增持
AVGO
BROADCOM INC
+$2.2M
29,094
+153%
减持
GOOGL
ALPHABET INC
-$1.9M
15,700
-31%
增持
HD
HOME DEPOT INC
+$1.9M
6,485
+380%
减持
TM
TOYOTA MOTOR CORP
-$1.7M
19,467
-26%
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$1.6M
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.6M
9,708
建仓
LLY
ELI LILLY & CO
+$1.6M
1,911
增持
AMAT
APPLIED MATLS INC
+$1.5M
19,131
+146%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$1.5M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.5M
30,151
-1%
增持
QCOM
QUALCOMM INC
+$1.5M
18,191
+112%
清仓
NWS
NEWS CORP NEW
-$1.5M
0
-100%
增持
META
META PLATFORMS INC
+$1.5M
6,600
+65%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$1.4M
2,903
建仓
XPEV
XPENG INC
+$1.4M
66,196
建仓
WDS
WOODSIDE ENERGY GROUP LTD
+$1.4M
93,992
建仓
XLE
SELECT SECTOR SPDR TR
+$1.3M
25,391
增持
TXN
TEXAS INSTRS INC
+$1.3M
14,381
+107%
清仓
LNWO
LIGHT & WONDER INC
-$1.1M
0
-100%
减持
NIO
NIO INC
-$1.1M
112,910
-68%
减持
PEP
PEPSICO INC
-$1.1M
9,379
-43%
减持
BAC
BANK AMERICA CORP
-$1.0M
75,176
-21%
增持
HCM
HUTCHMED CHINA LTD
+$1.0M
113,136
+142%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.0M
9,885
建仓
—
NXP SEMICONDUCTORS N V
+$1.0M
5,294
建仓
SNPS
SYNOPSYS INC
+$950.3K
2,216
减持
COST
COSTCO WHSL CORP NEW
-$931.1K
3,100
-26%
减持
ALV
AUTOLIV INC
-$924.9K
9,422
-50%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$877.6K
22,000
-21%
建仓
ABT
ABBOTT LABS
+$862.2K
6,500
减持
USB
US BANCORP DEL
-$819.3K
59,805
-14%
减持
RDY
DR REDDYS LABS LTD
-$801.5K
19,689
-71%
增持
UNH
UNITEDHEALTH GROUP INC
+$794.9K
4,000
+56%
增持
CAT
CATERPILLAR INC
+$789.4K
9,211
+49%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$781.2K
2,900
-66%
建仓
ORCL
ORACLE CORP
+$755.4K
5,403
清仓
AA
ALCOA CORP
-$748.7K
0
-100%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$729.2K
95,830
-41%
增持
TSLA
TESLA INC
+$707.4K
9,000
+124%
建仓
WB
WEIBO CORP
+$648.7K
68,500
建仓
ON
ON SEMICONDUCTOR CORP
+$642.9K
15,800
减持
FISV
FISERV INC
-$622.9K
5,555
-38%
增持
HMC
HONDA MOTOR LTD
+$603.7K
69,947
+54%
增持
LULU
LULULEMON ATHLETICA INC
+$601.1K
3,880
+198%
清仓
MFG
MIZUHO FINANCIAL GROUP INC
-$575.1K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
-$567.8K
100
-52%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$558.5K
3,846
+112%
增持
AAPL
APPLE INC
+$555.5K
37,211
+21%
减持
LOW
LOWES COS INC
-$541.1K
3,644
-35%
建仓
WIT
WIPRO LTD
+$522.0K
170,601
清仓
WMT
WALMART INC
-$521.8K
0
-100%
建仓
AAPG
ASCENTAGE PHARMA GROUP INTL
+$515.9K
23,505
建仓
INFY
INFOSYS LTD
+$490.1K
26,857
建仓
ABBV
ABBVIE INC
+$473.5K
2,260
清仓
CRM
SALESFORCE INC
-$450.7K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$444.9K
2,170
建仓
LI
LI AUTO INC
+$442.3K
17,551
建仓
ELV
ELEVANCE HEALTH INC
+$435.0K
1,000
增持
AMZN
AMAZON COM INC
+$429.8K
27,701
+26%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$398.4K
1,700
-43%
建仓
MESO
MESOBLAST LTD
+$346.4K
27,755
增持
MRNA
MODERNA INC
+$346.1K
26,107
+175%
增持
AXP
AMERICAN EXPRESS CO
+$343.1K
8,174
+31%
增持
SQ
BLOCK INC
-$326.0K
19,962
+20%
建仓
SCHW
SCHWAB CHARLES CORP
+$320.9K
4,100
减持
ADBE
ADOBE INC
-$273.7K
3,836
-2%
增持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$265.7K
60,000
+142%
清仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$244.7K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$226.5K
20,104
+2%
减持
WFC
WELLS FARGO CO NEW
-$225.0K
11,057
-24%
清仓
PM
PHILIP MORRIS INTL INC
-$207.6K
0
-100%
减持
V
VISA INC
+$206.8K
10,600
-5%
增持
BA
BOEING CO
+$199.7K
3,506
+56%
增持
WDAY
WORKDAY INC
+$197.9K
3,667
+44%
清仓
IMOS
CHIPMOS TECHNOLOGIES INC
-$188.7K
0
-100%
增持
ILMN
ILLUMINA INC
+$164.4K
7,379
+134%
增持
MCD
MCDONALDS CORP
+$147.7K
2,200
+18%
减持
IMMP
IMMUTEP LTD
-$116.6K
136,744
-17%
建仓
NMR
NOMURA HLDGS INC
+$109.5K
17,810
减持
MA
MASTERCARD INCORPORATED
-$106.3K
6,429
-7%
减持
PG
PROCTER AND GAMBLE CO
-$97.5K
2,100
-23%
增持
HON
HONEYWELL INTL INC
-$68.8K
16,400
+5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$68.5K
1,876
+8%
增持
—
ASML HOLDING N V
+$60.3K
2,140
+9%
减持
JNJ
JOHNSON & JOHNSON
-$45.5K
8,424
-16%
增持
MS
MORGAN STANLEY
-$44.7K
20,636
+6%
减持
AMGN
AMGEN INC
-$32.6K
5,181
-18%
减持
NFLX
NETFLIX INC
+$11.0K
678
-3%
减持
TMUS
T-MOBILE US INC
+$8.0K
5,200
-17%
减持
SBUX
STARBUCKS CORP
+$7.1K
12,556
-6%
增持
MRK
MERCK & CO INC
+$7.1K
12,023
+12%
减持
PHG
KONINKLIJKE PHILIPS N V
-$4.2K
11,263
-2%
