Fosun International Ltd 13F 持仓 · 2026年Q2
Fosun International 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 4.46 亿美元。前几大持仓：LANV（29.56%）、BFLY（19.31%）、CHA（12.20%）。本季前 25 大持仓中：新建仓 6 只、增持 7 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LANV | LANVIN GROUP HOLDINGS LIMITED | $131.9M | 29.56% | 90.3M | 持平 |
| 2 | BFLY | BUTTERFLY NETWORK INC | $86.2M | 19.31% | 10.2M | 减持 |
| 3 | CHA | CHAGEE HLDGS LTD | $54.5M | 12.20% | 5.8M | 减持 |
| 4 | KKRPRD | KKR & CO INC | $20.2M | 4.53% | 50.7M | 持平 |
| 5 | ASHR | DBX ETF TR | $18.8M | 4.21% | 511,946 | 减持 |
| 6 | ARES/PRB | ARES MANAGEMENT CORPORATION | $13.1M | 2.93% | 35.7M | 持平 |
| 7 | SPYM | SPDR SERIES TRUST | $12.5M | 2.80% | 142,160 | 新建仓 |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $8.8M | 1.96% | 28,936 | 新建仓 |
| 9 | IEUR | ISHARES TR | $8.1M | 1.82% | 107,970 | 新建仓 |
| 10 | NVDA | NVIDIA CORPORATION | $4.4M | 0.98% | 21,945 | 增持 |
| 11 | SOXX | ISHARES TR | $4.3M | 0.96% | 6,720 | 新建仓 |
| 12 | VOO | VANGUARD INDEX FDS | $4.2M | 0.93% | 6,060 | 新建仓 |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.1M | 0.92% | 8,582 | 增持 |
| 14 | GOOGL | ALPHABET INC | $3.8M | 0.86% | 10,735 | 减持 |
| 15 | MSDL | MORGAN STANLEY DIRECT LENDIN | $3.6M | 0.81% | 240,374 | 持平 |
| 16 | AVGO | BROADCOM INC | $3.2M | 0.73% | 8,597 | 增持 |
| 17 | GDX | VANECK ETF TRUST | $3.3M | 0.73% | 43,304 | 减持 |
| 18 | GLW | CORNING INC | $3.2M | 0.71% | 12,483 | 增持 |
| 19 | AIQ | GLOBAL X FDS | $2.7M | 0.61% | 41,689 | 持平 |
| 20 | AMZN | AMAZON COM INC | $2.7M | 0.60% | 11,177 | 减持 |
| 21 | LITE | LUMENTUM HLDGS INC | $2.4M | 0.54% | 2,827 | 新建仓 |
| 22 | HYPR | HYPERFINE INC | $2.4M | 0.53% | 1.7M | 持平 |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $2.2M | 0.50% | 3,845 | 增持 |
| 24 | KRE | SPDR SERIES TRUST | $2.2M | 0.49% | 29,324 | 增持 |
| 25 | VRP | INVESCO EXCH TRADED FD TR II | $2.2M | 0.49% | 90,652 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR