Krane Funds Advisors LLC 13F 持仓 · 2026年Q2
Krane Funds Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 185 只证券，申报市值合计 28.21 亿美元。前几大持仓：PDD（15.63%）、YMM（8.16%）、TME（6.67%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | $440.9M | 15.63% | 5.8M | 增持 |
| 2 | YMM | FULL TRUCK ALLIANCE CO LTD | $230.2M | 8.16% | 28.4M | 减持 |
| 3 | TME | TENCENT MUSIC ENTMT GROUP | $188.2M | 6.67% | 22.5M | 增持 |
| 4 | BZ | KANZHUN LIMITED | $177.8M | 6.30% | 13.8M | 减持 |
| 5 | KCSH | KRANESHARES TRUST | $168.4M | 5.97% | 6.7M | 减持 |
| 6 | TAL | TAL ED GROUP | $165.8M | 5.88% | 17.3M | 减持 |
| 7 | VIPS | VIPSHOP HLDGS LTD | $136.8M | 4.85% | 10.3M | 减持 |
| 8 | KWEB | KRANESHARES TRUST | $104.2M | 3.70% | 4.5M | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $100.9M | 3.58% | 135,100 | 增持 |
| 10 | JOYY | JOYY INC | $71.3M | 2.53% | 1.1M | 减持 |
| 11 | QFIN | QFIN HOLDINGS INC | $54.2M | 1.92% | 3.4M | 减持 |
| 12 | ATHM | AUTOHOME INC | $47.1M | 1.67% | 2.5M | 减持 |
| 13 | NVDA | NVIDIA CORPORATION | $43.2M | 1.53% | 215,758 | 增持 |
| 14 | TSLA | TESLA INC | $32.2M | 1.14% | 76,460 | 增持 |
| 15 | GOOGL | ALPHABET INC | $27.9M | 0.99% | 78,073 | 增持 |
| 16 | AMD | ADVANCED MICRO DEVICES INC | $27.8M | 0.98% | 47,825 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $27.6M | 0.98% | 74,010 | 增持 |
| 18 | ALAB | ASTERA LABS INC | $25.7M | 0.91% | 53,168 | 增持 |
| 19 | META | META PLATFORMS INC | $25.6M | 0.91% | 45,508 | 增持 |
| 20 | WB | WEIBO CORP | $25.6M | 0.91% | 3.5M | 减持 |
| 21 | AMZN | AMAZON COM INC | $25.2M | 0.89% | 105,551 | 增持 |
| 22 | AAPL | APPLE INC | $24.3M | 0.86% | 83,806 | 增持 |
| 23 | AVGO | BROADCOM INC | $21.9M | 0.78% | 58,002 | 增持 |
| 24 | SNOW | SNOWFLAKE INC | $19.9M | 0.70% | 78,007 | 增持 |
| 25 | TXN | TEXAS INSTRS INC | $18.8M | 0.67% | 63,100 | 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