- 黄金期货4,079.50▼0.83%
- WTI原油90.34▼0.20%
- 比特币BTC75,852.10▼0.23%
- 标普5007,376.86▲0.31%
- 道指51,285.73▼0.46%
- 纳斯达克10026,989.99▲1.35%
- 费城半导体9,390.25▲4.21%
- 恒生指数24,481.86▼1.27%
摩根大通
行业分布
- 电子16.86%1728.65亿
- 计算机14.24%1459.83亿
- 医药生物10.73%1099.76亿
- 非银金融8.38%858.87亿
- 互联网与传媒7.49%767.89亿
- 其他42.31%--
持仓变动
增仓
| 股票 | 变动股数 | 变动比例 |
|---|---|---|
6269三井海洋开发 | +437.13万 | +6.40% |
BOZTYBOOZT AB UNSPON ADR EACH REP 1 ORD SHS | +341.44万 | +5.69% |
DOCNDigitalOcean | +651.79万 | +5.54% |
195870Haesung DS | +86.96万 | +5.12% |
294870Ipark Hyundai Development | +281.38万 | +4.48% |
KLIC库力索法半导体 | +230.83万 | +4.41% |
BYITYBYTES TECHNOLOGY GROUP PLC ADS EACH REP 2 ORD SHS | +928.52万 | +4.04% |
AFRMAffirm Holdings | +986.51万 | +2.92% |
QUREuniQure NV | +196.56万 | +2.83% |
014680韩松化学 | +29.01万 | +2.70% |
AON怡安保险 | +556.60万 | +2.62% |
ADTN亚川 | +201.88万 | +2.49% |
JBIOJade Biosciences | +143.28万 | +2.25% |
ALGMAllegro Microsystems | +419.66万 | +2.25% |
014620Sung Kwang Bend Co | +56.72万 | +2.14% |
PDFSPDF Solutions | +89.52万 | +2.12% |
GLW康宁 | +1575.79万 | +1.83% |
TKR铁姆肯 | +121.02万 | +1.75% |
GLOBGlobant | +72.02万 | +1.67% |
TATYYTATE & LYLE SPON ADR EACH REP 4 ORD | +183.75万 | +1.66% |
MAZEMaze Therapeutics | +88.60万 | +1.64% |
1944Kinden电工 | +264.90万 | +1.61% |
BEBloom Energy | +467.00万 | +1.58% |
FROGJFrog | +192.99万 | +1.57% |
RYTMRhythm Pharmaceuticals | +105.54万 | +1.53% |
ENTG英特格 | +232.91万 | +1.52% |
FIGRFigure Technology Solutions | +336.67万 | +1.50% |
SNDK闪迪 | +213.04万 | +1.50% |
GWREGuidewire Software | +120.19万 | +1.47% |
ELPCEnergy Company of Paraná - Common | +1062.77万 | +1.43% |
LASRnLIGHT | +80.92万 | +1.40% |
MTZMasTec | +111.21万 | +1.40% |
TER泰瑞达 | +218.38万 | +1.40% |
CRS卡朋特科技 | +69.13万 | +1.40% |
CRWDCrowdStrike | +1422.52万 | +1.39% |
VTR芬塔公司 | +722.99万 | +1.37% |
G简伯特 | +227.98万 | +1.36% |
CMG奇波雷墨西哥烧烤 | +1690.05万 | +1.34% |
AWK美国水务 | +265.56万 | +1.33% |
AMLXAmylyx Pharmaceuticals | +166.79万 | +1.33% |
278470APR Co | +47.56万 | +1.27% |
GIIIG-III服装集团 | +54.08万 | +1.26% |
BCAXBicara Therapeutics | +82.90万 | +1.25% |
WDWalker & Dunlop | +42.15万 | +1.23% |
LITELumentum | +110.72万 | +1.22% |
TRDAEntrada Therapeutics | +41.11万 | +1.14% |
IRONDisc Medicine | +49.66万 | +1.12% |
MXLMaxLinear | +101.06万 | +1.11% |
ENPHEnphase Energy | +141.74万 | +1.07% |
PLXS普雷克萨斯 | +28.53万 | +1.07% |
减仓
| 股票 | 变动股数 | 变动比例 |
|---|---|---|
7014名村造船所 | -423.00万 | -6.08% |
INSMInsmed | -1114.62万 | -5.08% |
MMYTMakeMyTrip | -332.77万 | -3.54% |
CIENCiena | -407.97万 | -2.88% |
HUBSHubSpot | -136.83万 | -2.74% |
BFAMBright Horizons Family Solutions | -126.63万 | -2.64% |
VRRMVerra Mobility | -376.02万 | -2.47% |
INTU财捷 | -644.67万 | -2.41% |
ANDGAndersen Group | -43.79万 | -2.38% |
DOCHealthpeak Properties | -1592.33万 | -2.31% |
R莱德系统 | -86.92万 | -2.27% |
ALKS阿尔凯默斯 | -377.45万 | -2.25% |
REGRegency Centers Corp. | -407.15万 | -2.23% |
FIS繁德信息技术 | -1104.51万 | -2.14% |
THO索尔工业 | -109.00万 | -2.09% |
ALNY阿里拉姆制药 | -276.12万 | -2.06% |
GNCGYGREENCORE GROUP PLC SPON ADR REP 4 ORD GBP1.00 LVL1 | -408.56万 | -2.06% |
EPAMEPAM Systems | -100.51万 | -1.95% |
01109华润置地 | -1.38亿 | -1.93% |
DG美国达乐公司 | -418.32万 | -1.90% |
SBRASabra Health Care REIT | -495.49万 | -1.89% |
RGNXRegenxbio | -124.12万 | -1.88% |
MDT美敦力 | -2241.96万 | -1.83% |
RNGRRanger Energy Services | -41.16万 | -1.76% |
MKSIMKS仪器 | -118.77万 | -1.76% |
CME芝加哥商品交易所 | -623.37万 | -1.74% |
ON安森美半导体 | -676.17万 | -1.74% |
NHINational Health Investors | -83.47万 | -1.70% |
TTTrane技术 | -366.10万 | -1.67% |
WWayfair | -222.00万 | -1.62% |
PLNTPlanet Fitness | -120.52万 | -1.60% |
ANGIAngi Inc | -61.21万 | -1.51% |
084370Eugene Technology | -33.99万 | -1.50% |
VICRVicor电子 | -66.44万 | -1.44% |
AJG亚瑟加拉格尔 | -367.20万 | -1.43% |
ULTAUlta美容 | -61.17万 | -1.43% |
CTSH高知特 | -636.63万 | -1.42% |
NOWServiceNow | -1471.10万 | -1.42% |
NXPI恩智浦 | -351.36万 | -1.39% |
2585Lifedrink | -71.86万 | -1.38% |
YUMC百胜中国 | -467.72万 | -1.37% |
8136三丽鸥 | -1660.94万 | -1.37% |
TBCH乌龟海岸 | -24.28万 | -1.36% |
LCIILCI Industries | -32.80万 | -1.35% |
ADC美国同意房地产公司 | -164.84万 | -1.33% |
FETForum Energy Technologies | -14.82万 | -1.29% |
AATAmerican Assets Trust | -78.84万 | -1.28% |
7003三井造船 | -125.30万 | -1.24% |
HLT希尔顿酒店 | -263.41万 | -1.18% |
EXLS伊克赛尔服务 | -174.79万 | -1.16% |
建仓
| 股票 | 变动股数 | 变动比例 |
|---|---|---|
SPTXSeaport Therapeutics | +178.51万 | +3.33% |
DMRADamora Therapeutics | +200.98万 | +3.26% |
COAGHemab Therapeutics Holdings | +113.29万 | +2.43% |
AVEXAEVEX Corp | +133.76万 | +2.37% |
KARDKardigan | +176.07万 | +1.88% |
DPCDPC Holdings | +263.94万 | +1.77% |
INIOINNIO N.V | +1171.01万 | +1.56% |
FRVOFervo Energy | +349.19万 | +1.18% |
CBRSCerebras Systems | +267.71万 | +1.13% |
HLIHelia Group Ltd | +284.69万 | +1.04% |
STROSutro Biopharma | +14.09万 | +0.85% |
PBLSParabilis Medicines | +102.46万 | +0.83% |
INFQInfleqtion | +171.12万 | +0.76% |
MWHSOLV Energy | +90.83万 | +0.73% |
FDXFFEDEX FREIGHT HOLDING CO INC | +109.14万 | +0.73% |
ALXOALX Oncology | +92.04万 | +0.67% |
6674汤浅蓄电池 | +64.06万 | +0.64% |
LFTOLiftoff Mobile | +106.85万 | +0.63% |
DTILPrecision BioSciences | +15.73万 | +0.57% |
4902柯尼卡美能达 | +259.02万 | +0.52% |
EVC超视野传播 | +44.59万 | +0.48% |
NAUTNautilus Biotechnology | +53.62万 | +0.42% |
6457GLORY | +19.89万 | +0.37% |
8616东海东京金融控股 | +91.20万 | +0.36% |
6136欧士机 | +28.64万 | +0.35% |
6644大崎电气工业 | +14.33万 | +0.33% |
375500DL E&C | +13.37万 | +0.32% |
GMDGenesis Minerals Ltd | +362.98万 | +0.31% |
HONAHoneywell Aerospace | +95.34万 | +0.30% |
111770永元 | +11.90万 | +0.28% |
VMRKVivmark Residential | +205.01万 | +0.26% |
AIROAIRO Group | +7.84万 | +0.25% |
1861熊谷组 | +38.49万 | +0.23% |
EDNMYEDENRED SE UNSPON ADR EA REPR 0.50 ORD EUR0.00 | +101.69万 | +0.22% |
ADIGADI Global Distribution | +14.86万 | +0.20% |
6473捷太格特 | +61.50万 | +0.19% |
DIR.UNDream Industrial Real Estate Investment Trust | +52.21万 | +0.19% |
ARXSArxis | +75.91万 | +0.18% |
BLSMBlossomHill Therapeutics | +5.52万 | +0.17% |
00023东亚银行 | +454.96万 | +0.17% |
VEAViva Energy Group Ltd | +277.09万 | +0.17% |
7760IMV | +2.36万 | +0.15% |
SVCService Properties Trust | +18.92万 | +0.15% |
6376日机装器械 | +9.21万 | +0.14% |
LWLGLightwave Logic | +18.61万 | +0.12% |
HMHHMH Holding | +1.37万 | +0.12% |
ALMRAlamar Biosciences | +8.11万 | +0.12% |
STUBStubhub Holdings | +32.51万 | +0.09% |
ALTOAlto Ingredients | +6.31万 | +0.08% |
SPCXSpaceX | +963.04万 | +0.07% |
清仓
| 股票 | 变动股数 | 变动比例 |
|---|---|---|
CSBRChampions Oncology | -408.58万 | -29.36% |
QNTQYQINETIQ GROUP SPONS ADR EA REP 4 ORD GBP0.01 | -102.50万 | -0.80% |
6366千代田化工建设 | -167.46万 | -0.65% |
547AMuninova Holdings | -248.59万 | -0.52% |
MED快验保 | -4.82万 | -0.47% |
MDIAMediaCo | -38.34万 | -0.46% |
9501东京电力 | -519.18万 | -0.32% |
01361361度 | -692.20万 | -0.32% |
GEMG8 Education Ltd | -197.07万 | -0.26% |
VYLRVylor Inc | -151.08万 | -0.23% |
9684史克威尔艾尼克斯控股 | -77.84万 | -0.22% |
3291饭田集团控股 | -40.85万 | -0.15% |
AVD美国先锋 | -3.74万 | -0.13% |
NINENINE ENERGY SERVICE INC | -1.55万 | -0.11% |
ITRIntegra Resources Corp | -16.52万 | -0.08% |
ALITAlight | -1.35万 | -0.05% |
TPWTemple & Webster Group Ltd | -5.08万 | -0.04% |
4971MEC | -7600.00 | -0.04% |
8130山月 | -2.38万 | -0.04% |
SFFLYSCHAEFFLER AG UNSPON ADR EACH REP 1 ORD SHS | -35.41万 | -0.04% |
BKGFYBERKELEY GROUP HLDGS UNSPON ADS EACH REP 0.2 ORD (POST SPLT) | -15.65万 | -0.03% |
067310Hana Micron | -2.01万 | -0.03% |
JDEPYJDE PEETS N.V. UNSPON ADS EACH REP 0.5 ORD SHS | -32.01万 | -0.03% |
5357SKYECHIP | -55.53万 | -0.03% |
5423东京钢铁制造 | -3.00万 | -0.03% |
183300KoMiCo | -1.47万 | -0.03% |
MLP毛伊岛菠萝食品 | -5423.00 | -0.03% |
AGBKAGI | -4.26万 | -0.03% |
6965滨松光子学 | -7.67万 | -0.03% |
SAMGSilvercrest Asset Management | -2000.00 | -0.03% |
RHHMYRHI MAGNESITA N.V. UNSPON ADR EACH REP 0.25 ORD SHS | -4.36万 | -0.02% |
CRTOCriteo | -1.12万 | -0.02% |
IHSIHS Holding | -7.00万 | -0.02% |
03899中集安瑞科 | -42.80万 | -0.02% |
007070GS Retail Co | -1.58万 | -0.02% |
OSGOctave Specialty | -8207.00 | -0.02% |
3791IG Port | -3100.00 | -0.02% |
4208Ube化工 | -1.32万 | -0.01% |
PAYPaymentus Holdings | -1.31万 | -0.01% |
8876Relo集团 | -1.57万 | -0.01% |
LWAY来福威食品 | -1485.00 | -0.01% |
4980迪睿合制造 | -1.60万 | -0.01% |
LUCDLucid Diagnostics | -1.78万 | -0.01% |
01958北京汽车 | -73.35万 | -0.01% |
ARDTArdent Health | -1.04万 | -0.01% |
HUCKHuckleberry.ai | -2564.00 | -0.01% |
MDAMDA Space Ltd | -7262.00 | -0.00% |
OPRXOptimizeRx | -720.00 | -0.00% |
RGSIRockpoint Gas Storage Inc | -1526.00 | -0.00% |
000120希杰物流 | -505.00 | -0.00% |
持仓列表
| 代码 / 名称 | 持仓占比 | 变动股份 | 变动比例 | 持股市值 | 持股比例 | 行业 | 价格 | 持仓日期 | 文件来源 |
|---|---|---|---|---|---|---|---|---|---|
英伟达NVDA US | 5.43% | -605.78万 | -0.03% | 574.52亿 | 1.26% | 电子 | 186.640 | 2026/06/30 | 13F数据汇总 |
苹果AAPL US | 4.78% | -1803.37万 | -0.12% | 505.01亿 | 1.01% | 计算机 | 342.370 | 2026/06/30 | 13F数据汇总 |
谷歌-AGOOGL US | 3.89% | +1374.76万 | +0.11% | 410.87亿 | 1.16% | 互联网与传媒 | 284.780 | 2026/06/30 | 13F数据汇总 |
微软MSFT US | 3.68% | -1319.62万 | -0.18% | 389.01亿 | 0.98% | 计算机 | 530.610 | 2026/06/30 | 13F数据汇总 |
亚马逊AMZN US | 2.90% | -104.79万 | -0.01% | 306.79亿 | 1.08% | 商业贸易 | 259.300 | 2026/06/30 | 13F |
博通AVGO US | 1.76% | -41.25万 | -0.01% | 186.26亿 | 1.32% | 电子 | 293.690 | 2026/06/30 | 13F |
Meta PlatformsMETA US | 1.70% | -642.48万 | -0.25% | 179.28亿 | 1.13% | 互联网与传媒 | 610.150 | 2026/06/30 | 13F |
台积电TSM US | 1.51% | -67.38万 | -0.01% | 160.06亿 | 0.83% | 电子 | 375.440 | 2026/06/30 | 多份文件 |
万事达MA US | 1.39% | -357.29万 | -0.41% | 146.67亿 | 2.56% | 非银金融 | 652.700 | 2026/06/30 | 13F |
美国超微公司AMD US | 1.23% | +1278.32万 | +0.78% | 129.88亿 | 1.81% | 电子 | 449.040 | 2026/06/30 | 13F |
美光科技MU US | 1.18% | +803.04万 | +0.71% | 124.92亿 | 1.61% | 电子 | 690.000 | 2026/06/30 | 13F |
强生JNJ US | 1.15% | -365.97万 | -0.15% | 121.96亿 | 1.86% | 医药生物 | 276.220 | 2026/06/30 | 13F |
礼来LLY US | 1.11% | -73.08万 | -0.08% | 117.03亿 | 0.96% | 医药生物 | 1354.000 | 2026/06/30 | 13F |
特斯拉TSLA US | 1.04% | -435.50万 | -0.11% | 109.70亿 | 0.78% | 汽车 | 358.220 | 2026/06/30 | 13F |
艾伯维公司ABBV US | 0.93% | -741.63万 | -0.42% | 98.43亿 | 1.93% | 医药生物 | 291.310 | 2026/06/30 | 13F |
新纪元能源NEE US | 0.75% | +275.18万 | +0.13% | 78.85亿 | 4.29% | 公用事业 | 86.950 | 2026/06/30 | 13F |
沃尔玛WMT US | 0.74% | -1920.49万 | -0.24% | 77.90亿 | 0.78% | 商业贸易 | 125.520 | 2026/06/30 | 13F |
埃克森美孚XOM US | 0.66% | -1412.66万 | -0.35% | 70.04亿 | 1.04% | 采掘 | 165.870 | 2026/06/30 | 13F |
富国银行WFC US | 0.65% | -1152.69万 | -0.38% | 69.09亿 | 2.73% | 银行 | 83.940 | 2026/06/30 | 13F |
菲利普莫里斯PM US | 0.64% | -310.72万 | -0.20% | 67.21亿 | 2.15% | 其他 | 197.880 | 2026/06/30 | 13F |
迪士尼DIS US | 0.63% | -29.85万 | -0.02% | 66.75亿 | 3.30% | 互联网与传媒 | 116.750 | 2026/06/30 | 13F |
劳氏LOW US | 0.63% | -108.34万 | -0.19% | 66.68亿 | 5.28% | 商业贸易 | 224.550 | 2026/06/30 | 13F |
麦当劳MCD US | 0.62% | -500.11万 | -0.71% | 65.98亿 | 3.36% | 休闲服务 | 276.520 | 2026/06/30 | 13F |
3MMMM US | 0.59% | -576.12万 | -1.11% | 62.73亿 | 6.51% | 其他 | 185.150 | 2026/06/30 | 13F |
泛林集团LRCX US | 0.59% | +839.23万 | +0.67% | 62.28亿 | 2.48% | 电子 | 200.440 | 2026/06/30 | 13F |
摩根士丹利MS US | 0.54% | +134.70万 | +0.09% | 57.34亿 | 1.99% | 非银金融 | 181.440 | 2026/06/30 | 13F |
德州仪器TXN US | 0.53% | -433.79万 | -0.47% | 56.03亿 | 2.23% | 电子 | 277.360 | 2026/06/30 | 13F |
伯克希尔-ABRK.A US | 0.53% | -2112.00 | -0.15% | 55.60亿 | 0.45% | 非银金融 | 856612.000 | 2026/06/30 | 13F |
雷神技术RTX US | 0.52% | -412.15万 | -0.31% | 55.37亿 | 2.15% | 国防军工 | 189.530 | 2026/06/30 | 13F |
阿斯麦ASML US | 0.52% | -2778.00 | -0.00% | 55.26亿 | 1.02% | 电子 | 1424.750 | 2026/06/30 | 多份文件 |
联合健康UNH US | 0.50% | +107.62万 | +0.12% | 52.62亿 | 1.50% | 医药生物 | 394.150 | 2026/06/30 | 13F |
CrowdStrikeCRWD US | 0.49% | +1422.52万 | +1.39% | 51.66亿 | 2.30% | 计算机 | 216.900 | 2026/06/30 | 13F |
美国运通AXP US | 0.48% | -22.67万 | -0.03% | 51.28亿 | 2.36% | 非银金融 | 320.990 | 2026/06/30 | 13F |
美国银行BAC US | 0.47% | +81.24万 | +0.01% | 50.21亿 | 1.45% | 银行 | 49.420 | 2026/06/30 | 13F |
高盛GS US | 0.47% | +31.28万 | +0.10% | 49.23亿 | 1.87% | 非银金融 | 865.820 | 2026/06/30 | 13F |
亚德诺ADI US | 0.46% | -336.67万 | -0.69% | 48.17亿 | 2.75% | 电子 | 363.560 | 2026/06/30 | 13F |
迪尔股份DE US | 0.44% | -32.86万 | -0.12% | 47.04亿 | 2.60% | 机械设备 | 671.650 | 2026/06/30 | 13F |
默沙东MRK US | 0.44% | -607.68万 | -0.25% | 46.69亿 | 1.29% | 医药生物 | 146.730 | 2026/06/30 | 13F |
三星电子005930 KR | 0.44% | -22.54万 | -0.00% | 46.52亿 | 0.51% | 通信 | 188700 | 2026/06/30 | 多份文件 |
安费诺APH US | 0.42% | -1751.53万 | -0.71% | 43.90亿 | 2.39% | 电子 | 74.590 | 2026/06/30 | 13F |
Palo Alto NetworksPANW US | 0.40% | +617.56万 | +0.75% | 42.70亿 | 1.64% | 计算机 | 313.840 | 2026/06/30 | 13F |
Trane技术TT US | 0.39% | -366.10万 | -1.67% | 41.39亿 | 4.74% | 建筑装饰 | 401.760 | 2026/06/30 | 13F |
史赛克SYK US | 0.39% | +94.39万 | +0.25% | 41.09亿 | 3.31% | 医药生物 | 325.870 | 2026/06/30 | 13F |
康菲石油COP US | 0.37% | +232.37万 | +0.19% | 39.33亿 | 2.39% | 采掘 | 136.270 | 2026/06/30 | 13F |
VisaV US | 0.37% | -25.92万 | -0.01% | 38.95亿 | 0.50% | 非银金融 | 422.650 | 2026/06/30 | 13F |
伊顿ETN US | 0.37% | -231.88万 | -0.60% | 38.63亿 | 2.95% | 国防军工 | 341.720 | 2026/06/30 | 13F |
SK海力士000660 KR | 0.36% | -44.80万 | -0.06% | 37.58亿 | 0.62% | 电子 | 1132000 | 2025/12/31 | 多份文件 |
施贵宝BMY US | 0.35% | -1871.34万 | -0.92% | 36.93亿 | 2.89% | 医药生物 | 62.140 | 2026/06/30 | 13F |
嘉信理财SCHW US | 0.35% | -1946.06万 | -1.13% | 36.76亿 | 2.31% | 非银金融 | 91.490 | 2026/06/30 | 13F |
EOG能源EOG US | 0.35% | -354.31万 | -0.68% | 36.63亿 | 4.69% | 采掘 | 147.130 | 2026/06/30 | 13F |
显示 1–50 / 4,580 项
富途数据 · 最近同步 11/07 06:51 北京时间
数据来源：富途。持仓基于公开披露，不代表实时交易；“最新”可能包含不同披露日期，具体以每条记录的持仓日期及文件来源为准。