However, Binmei's stock holdings have recently been revealed. According to the latest data from the Private Equity Ranking Network, as of the end of the second quarter of 2026, Dongfang Gangwan Overseas Fund held a total of 13 US shares, with a total market value of about US$1,650 billion, or about RMB 11.1 billion at the current exchange rate. Compared with the market value of about US$1,133 billion at the end of the first quarter of 2026, an increase of about 45.63%. Judging from the position adjustment movement, compared to the first quarter, the Oriental Port Overseas Fund's US stock holdings can be called a “big blood exchange.” In terms of operation, the Oriental Port Overseas Fund has cleared 6 stocks, including Apple, triple the NASDAQ 100 ETF, Tesla, and CIRCLE INTERNET GROUP INC. At the same time, it has purchased 7 new targets, including Intel, SanDisk, Chaowei Semiconductor, Maywell Technology, Arm Holdings plc ADR, Broadcom, and Lumentum. The above targets are all AI hardware-related companies. Judging from the overall position situation, Dongfang Gangwan's largest US stock is still Google-C, which accounts for about 23% of its portfolio, which is a decrease compared to the first quarter. At the same time, Oriental Harbor also cleared Google-A and doubled the Google ETF.

However, Binmei's stock holdings have recently been revealed. According to the latest data from the Private Equity Ranking Network, as of the end of the second quarter of 2026, Dongfang Gangwan Overseas Fund held a total of 13 US shares, with a total market value of about US$1,650 billion, or about RMB 11.1 billion at the current exchange rate. Compared with the market value of about US$1,133 billion at the end of the first quarter of 2026, an increase of about 45.63%. Judging from the position adjustment movement, compared to the first quarter, the Oriental Port Overseas Fund's US stock holdings can be called a “big blood exchange.” In terms of operation, the Oriental Port Overseas Fund has cleared 6 stocks, including Apple, triple the NASDAQ 100 ETF, Tesla, and CIRCLE INTERNET GROUP INC. At the same time, it has purchased 7 new targets, including Intel, SanDisk, Chaowei Semiconductor, Maywell Technology, Arm Holdings plc ADR, Broadcom, and Lumentum. The above targets are all AI hardware-related companies. Judging from the overall position situation, Dongfang Gangwan's largest US stock is still Google-C, which accounts for about 23% of its portfolio, which is a decrease compared to the first quarter. At the same time, Oriental Harbor also cleared Google-A and doubled the Google ETF.