diff --git a/price_monitor.py b/price_monitor.py
index 347c311..ecca774 100644
--- a/price_monitor.py
+++ b/price_monitor.py
@@ -193,6 +193,40 @@ def refresh_data_prices():
         wl['updated_at'] = datetime.now().isoformat()
         json.dump(wl, open(WATCHLIST_PATH, 'w'), ensure_ascii=False, indent=2)
 
+    # --- 汇总值重算（2026-06-29 bugfix: 之前price_monitor只更新个股价，不更新汇总）---
+    # total_market_value / total_assets / cash / position_pct 来自import_holding_xls快照
+    # 价格更新后必须同步刷新汇总，否则报告使用过期汇总 → 现金/资产/仓位全错
+    try:
+        live_market_value = sum(
+            h.get('shares', 0) * h.get('price', 0)
+            for h in pf.get('holdings', [])
+        )
+        # 从 stale_report 读可用现金（Dad截图确认值）
+        stale_cash = 0
+        try:
+            sr = json.load(open('/home/hmo/web-dashboard/data/strategy_staleness_report.json'))
+            fallback_cash = pf.get('cash', 0) or 0
+            stale_cash = sr.get('portfolio', {}).get('cash', fallback_cash)
+        except:
+            stale_cash = pf.get('cash', 0) or 0
+        
+        old_mv = pf.get('total_market_value', 0)
+        if abs(old_mv - live_market_value) > 0.01:
+            pf['total_market_value'] = round(live_market_value, 2)
+        
+        old_cash = pf.get('cash', 0)
+        if abs(old_cash - stale_cash) > 0.01:
+            pf['cash'] = stale_cash
+        
+        pf['total_assets'] = round(live_market_value + stale_cash, 2)
+        if pf['total_assets'] > 0:
+            pf['position_pct'] = round(live_market_value / pf['total_assets'] * 100, 2)
+        pf['updated_at'] = datetime.now().strftime('%Y-%m-%d %H:%M')
+        json.dump(pf, open(PORTFOLIO_PATH, 'w'), ensure_ascii=False, indent=2)
+    except Exception as e:
+        print(f"  [汇总重算失败] {e}", flush=True)
+    # --- 结束汇总重算 ---
+
     return updated
 
 
diff --git a/strategy_lifecycle.py b/strategy_lifecycle.py
index 864ed4a..b1bac13 100644
--- a/strategy_lifecycle.py
+++ b/strategy_lifecycle.py
@@ -423,12 +423,17 @@ def batch_fetch_prices(codes):
 
 
 def get_price_tencent(code):
-    """获取实时价格，自动识别A股/港股"""
+    """获取实时价格，港股转CNY统一存CNY"""
+    try:
+        from currency_utils import to_cny, is_hk_stock
+    except ImportError:
+        to_cny = lambda v, r=None: v
+        is_hk_stock = lambda c: len(str(c).strip()) == 5 and str(c).strip().isdigit()
     try:
         raw_code = code.split('_')[0]
         if not raw_code:
             return None
-        if len(raw_code) == 5 and raw_code.isdigit():
+        if is_hk_stock(raw_code):
             prefix = "hk"
         elif raw_code.startswith("6") or raw_code.startswith("5"):
             prefix = "sh"
@@ -442,8 +447,11 @@ def get_price_tencent(code):
                 return float(fields[i]) if fields[i].strip() else 0.0
             except:
                 return 0.0
+        price = f(3)
+        if is_hk_stock(raw_code) and price > 0:
+            price = to_cny(price)
         return {
-            "price": f(3), "close": f(4), "high": f(33), "low": f(34),
+            "price": price, "close": f(4), "high": f(33), "low": f(34),
             "code": raw_code,
         }
     except Exception as e:
diff --git a/system_audit.py b/system_audit.py
index ac84149..ff1f8b5 100644
--- a/system_audit.py
+++ b/system_audit.py
@@ -116,7 +116,20 @@ def audit_advice(conn):
 # ── 5. 组合健康 ──
 def audit_portfolio(conn):
     try:
-        pos = conn.execute("SELECT SUM(position_pct) FROM holdings WHERE is_active=1").fetchone()[0] or 0
+        # 优先从 portfolio.json 读总仓位（更准确，基于实际市值/总资产）
+        pj_path = WEB_DATA / "portfolio.json"
+        if not pj_path.exists():
+            pj_path = DATA_DIR / "portfolio.json"
+        if pj_path.exists():
+            pj = json.loads(pj_path.read_text())
+            pos = pj.get("position_pct", 0)
+            cash = pj.get("cash", 0)
+            available = pj.get("available_cash", cash)
+        else:
+            # 兜底：SQLite position_pct 之和
+            pos = conn.execute("SELECT SUM(position_pct) FROM holdings WHERE is_active=1").fetchone()[0] or 0
+            available = 0
+
         log_ok("组合", f"总仓位{pos:.1f}%")
         if pos > 90:
             log_issue("组合", "MEDIUM", f"仓位{pos:.1f}%超过90%，现金紧张")