George Jiang
Greenwoods / Jinglin · 中国长期价值和复利型企业研究
Greenwoods / Jinglin 是理解中国价值投资、长期复利企业和 A/H/ADR 跨市场配置的重要机构样本；George Jiang 的公开资料、基金信和美股持仓能串起机构对企业质量、估值纪律和中国资产周期的判断。最值得看的是长期持有案例、行业选择和中概/港股之间的配置变化。
| 股票 | 股数 | 市值 | 权重 |
|---|---|---|---|
GOOGL
|
2,921,634 | $840.1M | 21.7% |
PDD
|
5,103,804 | $521.5M | 13.4% |
NTES
|
3,190,000 | $357.1M | 9.2% |
YMM
|
40,957,519 | $339.9M | 8.8% |
META
|
541,689 | $309.9M | 8.0% |
INTC
|
6,923,236 | $305.5M | 7.9% |
AMZN
|
1,004,700 | $209.2M | 5.4% |
FUTU
|
996,348 | $136.3M | 3.5% |
NVDA
|
762,748 | $133.0M | 3.4% |
TCOM
|
2,604,281 | $129.7M | 3.3% |
ATAT
|
2,591,136 | $95.4M | 2.5% |
BABA
|
703,009 | $88.2M | 2.3% |
EDU
|
1,328,218 | $75.2M | 1.9% |
AAPL
|
248,368 | $63.0M | 1.6% |
HTHT
|
1,063,181 | $53.5M | 1.4% |
QFIN
|
3,295,438 | $42.5M | 1.1% |
SE
|
488,048 | $40.4M | 1.0% |
UNH
|
130,310 | $35.3M | 0.9% |
TSM
|
83,052 | $28.1M | 0.7% |
TAL
|
2,448,817 | $27.8M | 0.7% |
| 股票 | 动作 | 13F 时间 | 当前股数 | 上期股数 | 股数变化 | 13F市值变化 |
|---|---|---|---|---|---|---|
|
META
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 541,689 | 996,908 | -45.7% | -$348.1M |
|
INTC
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 6,923,236 | 2,590,400 | 167.3% | +$209.9M |
|
AMZN
|
新增 | 2026-03-31 披露 2026-05-08 | 1,004,700 | 0 | - | +$209.2M |
|
TCOM
|
新增 | 2026-03-31 披露 2026-05-08 | 2,604,281 | 0 | - | +$129.7M |
AVGO
|
清仓 | 2026-03-31 披露 2026-05-08 | 0 | 245,800 | -100.0% | -$85.1M |
|
NTES
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 3,190,000 | 3,212,200 | -0.7% | -$85.0M |
SNPS
|
清仓 | 2026-03-31 披露 2026-05-08 | 0 | 163,661 | -100.0% | -$76.9M |
|
PDD
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 5,103,804 | 3,968,270 | 28.6% | +$71.5M |
|
FUTU
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 996,348 | 1,135,821 | -12.3% | -$50.3M |
|
BABA
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 703,009 | 843,409 | -16.6% | -$35.4M |
|
YMM
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 40,957,519 | 28,597,879 | 43.2% | +$33.1M |
BEKE
|
清仓 | 2026-03-31 披露 2026-05-08 | 0 | 1,793,195 | -100.0% | -$28.3M |
|
NVDA
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 762,748 | 837,907 | -9.0% | -$23.2M |
JKS
|
清仓 | 2026-03-31 披露 2026-05-08 | 0 | 780,933 | -100.0% | -$20.2M |
|
HTHT
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 1,063,181 | 842,822 | 26.1% | +$13.8M |
XBI
|
清仓 | 2026-03-31 披露 2026-05-08 | 0 | 68,265 | -100.0% | -$8.3M |
LITE
|
新增 | 2026-03-31 披露 2026-05-08 | 10,822 | 0 | - | +$7.6M |
MMYT
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 388,557 | 256,900 | 51.2% | -$6.6M |
|
ATAT
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 2,591,136 | 2,290,136 | 13.1% | +$5.1M |
|
AAPL
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 248,368 | 213,104 | 16.5% | +$5.1M |
|
GOOGL
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 2,921,634 | 2,690,000 | 8.6% | -$1.8M |
|
SE
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 488,048 | 324,147 | 50.6% | -$936,178 |
|
TSM
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 83,052 | 89,826 | -7.5% | +$770,200 |
|
TAL
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 2,448,817 | 2,597,180 | -5.7% | -$492,185 |
|
GOOGL
|
大幅增持 | 2025-12-31 披露 2026-02-06 | 2,690,000 | 1,760,320 | 52.8% | +$414.0M |
|
NVDA
|
大幅减持 | 2025-12-31 披露 2026-02-06 | 837,907 | 2,378,757 | -64.8% | -$287.6M |
|
META
|
大幅减持 | 2025-12-31 披露 2026-02-06 | 996,908 | 1,225,964 | -18.7% | -$242.3M |
|
AVGO
|
新增 | 2025-12-31 披露 2026-02-06 | 245,800 | 0 | - | +$85.1M |
|
XBI
|
大幅减持 | 2025-12-31 披露 2026-02-06 | 68,265 | 555,015 | -87.7% | -$47.3M |
|
BEKE
|
大幅减持 | 2025-12-31 披露 2026-02-06 | 1,793,195 | 3,676,995 | -51.2% | -$41.6M |
|
SE
|
大幅减持 | 2025-12-31 披露 2026-02-06 | 324,147 | 411,144 | -21.2% | -$32.1M |
|
INTC
|
大幅增持 | 2025-12-31 披露 2026-02-06 | 2,590,400 | 1,896,037 | 36.6% | +$32.0M |
|
HTHT
|
大幅增持 | 2025-12-31 披露 2026-02-06 | 842,822 | 360,000 | 134.1% | +$25.6M |
UBER
|
清仓 | 2025-12-31 披露 2026-02-06 | 0 | 244,670 | -100.0% | -$24.0M |
|
UNH
|
大幅减持 | 2025-12-31 披露 2026-02-06 | 130,310 | 167,432 | -22.2% | -$14.8M |
|
FUTU
|
小幅增持 | 2025-12-31 披露 2026-02-06 | 1,135,821 | 996,348 | 14.0% | +$13.2M |
|
TSM
|
大幅减持 | 2025-12-31 披露 2026-02-06 | 89,826 | 131,264 | -31.6% | -$9.4M |
SPOT
|
清仓 | 2025-12-31 披露 2026-02-06 | 0 | 13,226 | -100.0% | -$9.2M |
WRD
|
大幅减持 | 2025-12-31 披露 2026-02-06 | 2,201,800 | 2,684,200 | -18.0% | -$7.5M |
|
PDD
|
大幅增持 | 2025-12-31 披露 2026-02-06 | 3,968,270 | 3,356,964 | 18.2% | +$6.3M |
|
SNPS
|
小幅减持 | 2025-12-31 披露 2026-02-06 | 163,661 | 165,459 | -1.1% | -$4.8M |
|
GOOGL
|
大幅增持 | 2025-09-30 披露 2025-11-10 | 1,760,320 | 184,942 | 851.8% | +$395.3M |
|
NVDA
|
大幅增持 | 2025-09-30 披露 2025-11-10 | 2,378,757 | 630,440 | 277.3% | +$344.2M |
|
META
|
大幅增持 | 2025-09-30 披露 2025-11-10 | 1,225,964 | 991,342 | 23.7% | +$168.6M |
|
PDD
|
小幅增持 | 2025-09-30 披露 2025-11-10 | 3,356,964 | 3,219,839 | 4.3% | +$106.7M |
|
BABA
|
大幅增持 | 2025-09-30 披露 2025-11-10 | 843,409 | 465,000 | 81.4% | +$98.0M |
|
SNPS
|
新增 | 2025-09-30 披露 2025-11-10 | 165,459 | 0 | - | +$81.6M |
|
ATAT
|
大幅增持 | 2025-09-30 披露 2025-11-10 | 2,290,136 | 210,700 | 986.9% | +$79.2M |
|
UNH
|
新增 | 2025-09-30 披露 2025-11-10 | 167,432 | 0 | - | +$57.8M |
|
XBI
|
新增 | 2025-09-30 披露 2025-11-10 | 555,015 | 0 | - | +$55.6M |
|
AAPL
|
新增 | 2025-09-30 披露 2025-11-10 | 213,104 | 0 | - | +$54.3M |
|
SE
|
大幅增持 | 2025-09-30 披露 2025-11-10 | 411,144 | 179,759 | 128.7% | +$44.7M |
DQ
|
清仓 | 2025-09-30 披露 2025-11-10 | 0 | 2,672,161 | -100.0% | -$40.5M |
|
YMM
|
小幅减持 | 2025-09-30 披露 2025-11-10 | 28,597,879 | 28,794,527 | -0.7% | +$30.9M |
|
WRD
|
新增 | 2025-09-30 披露 2025-11-10 | 2,684,200 | 0 | - | +$26.6M |
|
MMYT
|
新增 | 2025-09-30 披露 2025-11-10 | 256,900 | 0 | - | +$24.0M |
|
UBER
|
新增 | 2025-09-30 披露 2025-11-10 | 244,670 | 0 | - | +$24.0M |
|
TCOM
|
清仓 | 2025-09-30 披露 2025-11-10 | 0 | 377,500 | -100.0% | -$22.1M |
|
NTES
|
小幅减持 | 2025-09-30 披露 2025-11-10 | 3,212,200 | 3,486,000 | -7.9% | +$19.1M |
|
INTC
|
小幅减持 | 2025-09-30 披露 2025-11-10 | 1,896,037 | 2,035,073 | -6.8% | +$18.0M |
|
FUTU
|
大幅减持 | 2025-09-30 披露 2025-11-10 | 996,348 | 1,531,389 | -34.9% | -$16.0M |
MSFT
|
清仓 | 2025-09-30 披露 2025-11-10 | 0 | 28,650 | -100.0% | -$14.3M |
|
BEKE
|
大幅减持 | 2025-09-30 披露 2025-11-10 | 3,676,995 | 4,640,706 | -20.8% | -$12.5M |
|
SPOT
|
新增 | 2025-09-30 披露 2025-11-10 | 13,226 | 0 | - | +$9.2M |
|
HTHT
|
大幅增持 | 2025-09-30 披露 2025-11-10 | 360,000 | 176,800 | 103.6% | +$8.1M |
ONC
|
清仓 | 2025-09-30 披露 2025-11-10 | 0 | 15,502 | -100.0% | -$3.8M |
CSIQ
|
清仓 | 2025-09-30 披露 2025-11-10 | 0 | 335,183 | -100.0% | -$3.7M |
|
TAL
|
小幅减持 | 2025-09-30 披露 2025-11-10 | 2,597,180 | 2,671,361 | -2.8% | +$1.8M |
|
TSM
|
大幅减持 | 2025-06-30 披露 2025-08-08 | 131,264 | 1,574,557 | -91.7% | -$231.6M |
|
PDD
|
大幅减持 | 2025-06-30 披露 2025-08-08 | 3,219,839 | 4,635,519 | -30.5% | -$211.6M |
|
AAPL
|
清仓 | 2025-06-30 披露 2025-08-08 | 0 | 782,255 | -100.0% | -$173.8M |
|
META
|
小幅增持 | 2025-06-30 披露 2025-08-08 | 991,342 | 969,277 | 2.3% | +$173.0M |
|
NTES
|
小幅减持 | 2025-06-30 披露 2025-08-08 | 3,486,000 | 3,575,098 | -2.5% | +$101.2M |
|
NVDA
|
新增 | 2025-06-30 披露 2025-08-08 | 630,440 | 0 | - | +$99.6M |
|
BABA
|
大幅减持 | 2025-06-30 披露 2025-08-08 | 465,000 | 601,142 | -22.6% | -$26.8M |
|
GOOGL
|
大幅增持 | 2025-06-30 披露 2025-08-08 | 184,942 | 45,990 | 302.1% | +$25.5M |
|
QFIN
|
大幅增持 | 2025-06-30 披露 2025-08-08 | 3,295,438 | 2,688,992 | 22.6% | +$22.1M |
|
SE
|
大幅增持 | 2025-06-30 披露 2025-08-08 | 179,759 | 90,734 | 98.1% | +$16.9M |
|
BEKE
|
小幅减持 | 2025-06-30 披露 2025-08-08 | 4,640,706 | 4,771,806 | -2.7% | -$13.5M |
HSAI
|
大幅减持 | 2025-06-30 披露 2025-08-08 | 40,291 | 748,553 | -94.6% | -$10.2M |
FWONK
|
大幅减持 | 2025-06-30 披露 2025-08-08 | 9,680 | 122,645 | -92.1% | -$10.0M |
|
YMM
|
小幅增持 | 2025-06-30 披露 2025-08-08 | 28,794,527 | 25,995,141 | 10.8% | +$8.1M |
|
ATAT
|
新增 | 2025-06-30 披露 2025-08-08 | 210,700 | 0 | - | +$6.8M |
|
HTHT
|
新增 | 2025-06-30 披露 2025-08-08 | 176,800 | 0 | - | +$6.0M |
|
CSIQ
|
大幅减持 | 2025-06-30 披露 2025-08-08 | 335,183 | 1,115,861 | -70.0% | -$6.0M |
|
FUTU
|
大幅减持 | 2025-06-30 披露 2025-08-08 | 1,531,389 | 1,901,635 | -19.5% | -$5.4M |
|
TAL
|
小幅增持 | 2025-06-30 披露 2025-08-08 | 2,671,361 | 2,448,817 | 9.1% | -$5.0M |
|
EDU
|
小幅减持 | 2025-06-30 披露 2025-08-08 | 1,328,218 | 1,396,039 | -4.9% | +$4.9M |
|
INTC
|
小幅减持 | 2025-06-30 披露 2025-08-08 | 2,035,073 | 2,179,995 | -6.6% | -$3.9M |
|
TCOM
|
小幅减持 | 2025-06-30 披露 2025-08-08 | 377,500 | 383,543 | -1.6% | -$2.2M |
|
ONC
|
大幅增持 | 2025-06-30 披露 2025-08-08 | 15,502 | 9,329 | 66.2% | +$1.2M |
中欧国际工商学院相关文章整理蒋锦志对价值投资、中国企业和长期机会的公开观点，是景林中文公开资料的补充。
新浪财经对景林资产蒋锦志的公开报道介绍其长期投资框架、逆向思考和对中国优质企业的关注，是中文公开资料里较可用的人物入口。