段永平Duan Yongping
H&H International · SEC CIK 1759760
季末 · Quarter end
2026-06-30
13F 只包含美股多头、ETF 和期权，不含空头、现金和非美股资产。变动为 2026-06-30 与 2026-03-31 两个季末的股数对比。仅供研究参考，不构成投资建议。 · 13F covers US long equity, ETF and option positions only; no shorts, cash or non-US assets. Changes compare share counts at 2026-06-30 vs 2026-03-31. For research only, not investment advice.
| 股票 · Stock |
市值 · Value |
占比 · Weight |
股数 · Shares |
股数变化 · Chg |
变动 · Action |
|
AAPL
APPLE INC
|
$7.8B |
41.05% |
27.10M |
-6.4%
|
减仓 Trimmed |
|
BRK
BERKSHIRE HATHAWAY INC-CL B
|
$4.6B |
24.18% |
9.23M |
+0.9%
|
加仓 Added |
|
PDD
PDD HOLDINGS INC
|
$1.9B |
9.99% |
25.02M |
+26.7%
|
加仓 Added |
|
TSLA
TESLA INC
|
$1.4B |
7.44% |
3.38M |
-0.8%
|
减仓 Trimmed |
|
NVDA
NVIDIA CORP
|
$1.3B |
6.58% |
6.28M |
-54.6%
|
减仓 Trimmed |
|
GOOG
ALPHABET INC-CL C
|
$695.6M |
3.64% |
1.97M |
-46.9%
|
减仓 Trimmed |
|
OXY
OCCIDENTAL PETROLEUM CORP
|
$498.4M |
2.61% |
10.26M |
-
|
不变 Unchanged |
|
MSFT
MICROSOFT CORP
|
$281.3M |
1.47% |
754.1K |
-25.8%
|
减仓 Trimmed |
|
CRDO
Credo Technology Group Holding Ltd
|
$190.7M |
1.00% |
701.2K |
-6.7%
|
减仓 Trimmed |
|
UNH
UNITEDHEALTH GROUP INC
|
$166.1M |
0.87% |
399.6K |
-33.6%
|
减仓 Trimmed |
|
DIS
WALT DISNEY CO/THE
|
$164.3M |
0.86% |
1.71M |
+12.9%
|
加仓 Added |
|
BABA
ALIBABA GROUP HOLDING-SP ADR
|
$28.9M |
0.15% |
301.4K |
+301.4K
|
新建仓 New |
|
CRCL
CIRCLE INTERNET GROUP INC
|
$12.5M |
0.07% |
200.0K |
-
|
不变 Unchanged |
|
PLTR
PALANTIR TECHNOLOGIES INC-A
|
$7.0M |
0.04% |
60.0K |
-
|
不变 Unchanged |
|
SNPS
SYNOPSYS INC
|
$4.5M |
0.02% |
10.0K |
-
|
不变 Unchanged |
|
SNOW
SNOWFLAKE INC
|
$2.5M |
0.01% |
10.0K |
-
|
不变 Unchanged |
|
TEM
TEMPUS AI INC-CL A
|
$1.2M |
0.01% |
20.0K |
-
|
不变 Unchanged |
|
INOD
INNODATA INC
|
$756K |
0.00% |
10.0K |
-
|
不变 Unchanged |
|
TSM
TAIWAN SEMICONDUCTOR-SP ADR
|
- |
- |
- |
-151.2K
|
清仓 Sold out |
|
CRWD
CROWDSTRIKE HOLDINGS INC - A
|
- |
- |
- |
-10.0K
|
清仓 Sold out |