RD Finance Ltd 13F 持仓 · 2026年Q2
RD Finance 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 27 只证券，申报市值合计 1.01 亿美元。前几大持仓：NVDA（15.20%）、AMZN（11.49%）、GOOGL（8.73%）。本季前 25 大持仓中：新建仓 8 只、增持 7 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $15.4M | 15.20% | 76,930 | 增持 |
| 2 | AMZN | AMAZON COM INC | $11.6M | 11.49% | 48,830 | 增持 |
| 3 | GOOGL | ALPHABET INC | $8.8M | 8.73% | 24,732 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $7.3M | 7.24% | 19,664 | 持平 |
| 5 | AVGO | BROADCOM INC | $6.0M | 5.88% | 15,770 | 增持 |
| 6 | UBER | UBER TECHNOLOGIES INC | $5.5M | 5.45% | 76,453 | 持平 |
| 7 | NFLX | NETFLIX INC | $5.5M | 5.39% | 76,420 | 增持 |
| 8 | META | META PLATFORMS INC | $5.1M | 5.01% | 9,001 | 增持 |
| 9 | BKNG | BOOKING HOLDINGS INC | $4.2M | 4.14% | 23,525 | 新建仓 |
| 10 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $3.7M | 3.64% | 7,720 | 减持 |
| 11 | CRM | SALESFORCE INC | $3.3M | 3.22% | 20,845 | 持平 |
| 12 | QCOM | QUALCOMM INC | $2.9M | 2.87% | 15,740 | 减持 |
| 13 | MELI | MERCADOLIBRE INC | $2.9M | 2.83% | 1,688 | 持平 |
| 14 | BABA | ALIBABA GROUP HLDG LTD | $2.4M | 2.35% | 24,850 | 持平 |
| 15 | ORCL | ORACLE CORP | $2.2M | 2.16% | 14,940 | 增持 |
| 16 | HSAI | HESAI GROUP | $1.8M | 1.73% | 96,380 | 新建仓 |
| 17 | ADBE | ADOBE INC | $1.7M | 1.64% | 8,080 | 持平 |
| 18 | ETN | EATON CORP PLC | $1.6M | 1.59% | 3,770 | 新建仓 |
| 19 | VRT | VERTIV HOLDINGS CO | $1.6M | 1.58% | 4,790 | 新建仓 |
| 20 | LYFT | LYFT INC | $1.5M | 1.51% | 104,710 | 持平 |
| 21 | PWR | QUANTA SVCS INC | $1.1M | 1.04% | 1,460 | 新建仓 |
| 22 | JD | JD.COM INC | $1.0M | 1.02% | 40,750 | 持平 |
| 23 | CRWV | COREWEAVE INC | $995,000 | 0.98% | 10,000 | 新建仓 |
| 24 | EQIX | EQUINIX INC | $992,000 | 0.98% | 952 | 新建仓 |
| 25 | DLR | DIGITAL RLTY TR INC | $971,000 | 0.96% | 5,405 | 新建仓 |
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