Dongfang Harbor Q2 2026 13F: largest position changes但斌 (Dongfang Harbor) 2026年Q2 13F：重点持仓变化
📊 13F持仓｜但斌 (Dongfang Harbor)
截至2026年6月30日｜美股多头市值 $1.6B
重点增持
• 新建｜英特尔 (INTC)｜期末 $258M
• 新建｜闪迪公司 (SNDK)｜期末 $176M
• 加仓 +102%｜美光科技 (MU)｜期末 $170M
重点减持
• 减仓 -13%｜谷歌 (GOOG)｜期末 $346M
• 减仓 -16%｜英伟达 (NVDA)｜期末 $224M
• 清仓｜苹果 (AAPL)｜上季 $87M
注：13F为季度末持仓快照，披露存在滞后。
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📊 13F holdings | Dongfang Harbor
as of 2026-06-30 | reported long value $1.6B
Largest additions
• New | Intel Corporation (INTC) | quarter-end $258M
• New | Sandisk Corporation (SNDK) | quarter-end $176M
• Shares +102% | Micron Technology, Inc. (MU) | quarter-end $170M
Largest reductions
• Shares -13% | Alphabet Inc. (GOOG) | quarter-end $346M
• Shares -16% | NVIDIA Corporation (NVDA) | quarter-end $224M
• Exited | Apple Inc. (AAPL) | prior-quarter $87M
Note: 13F is a delayed quarter-end holdings snapshot.
📊 13F持仓｜但斌 (Dongfang Harbor)
截至2026年6月30日｜美股多头市值 $1.6B
重点增持
• 新建｜英特尔 (INTC)｜期末 $258M
• 新建｜闪迪公司 (SNDK)｜期末 $176M
• 加仓 +102%｜美光科技 (MU)｜期末 $170M
重点减持
• 减仓 -13%｜谷歌 (GOOG)｜期末 $346M
• 减仓 -16%｜英伟达 (NVDA)｜期末 $224M
• 清仓｜苹果 (AAPL)｜上季 $87M
注：13F为季度末持仓快照，披露存在滞后。
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📊 13F holdings | Dongfang Harbor
as of 2026-06-30 | reported long value $1.6B
Largest additions
• New | Intel Corporation (INTC) | quarter-end $258M
• New | Sandisk Corporation (SNDK) | quarter-end $176M
• Shares +102% | Micron Technology, Inc. (MU) | quarter-end $170M
Largest reductions
• Shares -13% | Alphabet Inc. (GOOG) | quarter-end $346M
• Shares -16% | NVIDIA Corporation (NVDA) | quarter-end $224M
• Exited | Apple Inc. (AAPL) | prior-quarter $87M
Note: 13F is a delayed quarter-end holdings snapshot.
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。