- 黄金期货4,079.50▼0.83%
- WTI原油90.34▼0.20%
- 比特币BTC75,871.28▼0.21%
- 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%
景顺资本
行业分布
- 电子21.90%1857.28亿
- 计算机21.28%1803.98亿
- 商业贸易9.21%780.87亿
- 互联网与传媒8.60%729.01亿
- 医药生物7.21%611.62亿
- 其他31.80%--
持仓变动
增仓
| 股票 | 变动股数 | 变动比例 |
|---|---|---|
COHU科休半导体 | +148.97万 | +3.15% |
SNDK闪迪 | +421.39万 | +2.96% |
OPALOPAL Fuels | +86.63万 | +2.85% |
TER泰瑞达 | +433.40万 | +2.78% |
ICHRIchor Holdings | +102.16万 | +2.73% |
ALABAstera Labs | +452.95万 | +2.61% |
RKLBRocket Lab | +1457.60万 | +2.44% |
TET1 Energy | +711.83万 | +2.42% |
LITELumentum | +201.47万 | +2.22% |
NBISNEBIUS | +572.41万 | +2.09% |
CRWVCoreWeave | +1147.52万 | +2.08% |
UCTT超科林半导体 | +99.45万 | +2.07% |
AXTIAXT Inc | +110.24万 | +1.72% |
CIONCION Investment | +75.13万 | +1.53% |
APPSDigital Turbine | +184.10万 | +1.52% |
CAN嘉楠科技 | +941.03万 | +1.26% |
HL赫克拉矿业 | +781.00万 | +1.16% |
HIVEHIVE Digital Technologies Ltd | +312.55万 | +1.14% |
TTDThe Trade Desk | +517.08万 | +1.09% |
MOS美国美盛 | +339.72万 | +1.07% |
CEVACEVA Inc | +29.44万 | +1.05% |
FLO花苑食品 | +219.87万 | +1.04% |
LGIHLGI Homes | +24.01万 | +1.03% |
TRMB天宝导航公司 | +237.00万 | +1.02% |
PMTPennyMac Mortgage | +85.60万 | +0.98% |
BAH博思艾伦咨询公司 | +115.40万 | +0.97% |
GEVOGevo Inc | +222.65万 | +0.93% |
CW寇蒂斯莱特 | +34.08万 | +0.92% |
CNX康索尔能源 | +127.31万 | +0.89% |
NWPXNWPX 基础设施 | +8.54万 | +0.89% |
GDDYGoDaddy | +105.90万 | +0.87% |
NPKINPK International | +73.07万 | +0.87% |
DOCUDocuSign | +160.29万 | +0.86% |
EXLS伊克赛尔服务 | +127.38万 | +0.84% |
IDCCInterDigital | +21.76万 | +0.84% |
NYT纽约时报 | +133.11万 | +0.83% |
EVGOEVgo Inc | +116.71万 | +0.82% |
PRGO百利高 | +114.28万 | +0.82% |
COOKTraeger | +2.30万 | +0.82% |
SONSonoco Products | +80.89万 | +0.82% |
OMER奥麦罗制药 | +58.39万 | +0.81% |
NVTnVent Electric | +129.36万 | +0.80% |
PODD银休特 | +54.75万 | +0.79% |
KOP科佩斯控股 | +14.81万 | +0.78% |
JKS晶科控股 | +40.89万 | +0.78% |
VEEVVeeva Systems | +122.69万 | +0.76% |
CGNX康耐视 | +124.15万 | +0.74% |
ARMArm Holdings | +763.08万 | +0.71% |
AIPArteris | +34.90万 | +0.71% |
PEverpure | +235.99万 | +0.71% |
减仓
| 股票 | 变动股数 | 变动比例 |
|---|---|---|
3696Ceres | -54.19万 | -4.69% |
CPB金宝公司 | -1178.15万 | -3.95% |
CAG康尼格拉 | -1826.82万 | -3.82% |
NSPInsperity | -111.69万 | -2.93% |
EPAMEPAM Systems | -148.48万 | -2.88% |
VRSKVerisk分析 | -337.81万 | -2.60% |
ZSZscaler | -415.82万 | -2.55% |
INSMInsmed | -555.31万 | -2.53% |
POOLPool Corp | -90.28万 | -2.53% |
5074TESS控股 | -170.86万 | -2.42% |
CTSH高知特 | -1074.26万 | -2.40% |
NVRIEnviri Corporation | -65.93万 | -2.35% |
CSGP科斯塔 | -923.06万 | -2.29% |
CHTR特许通讯 | -256.37万 | -2.24% |
TWI泰坦国际 | -137.97万 | -2.14% |
TEAMAtlassian | -429.89万 | -1.70% |
MXLMaxLinear | -130.23万 | -1.43% |
ARI阿波罗商业房地产 | -183.03万 | -1.43% |
NIU小牛电动 | -101.16万 | -1.29% |
1407West Holdings | -47.99万 | -1.21% |
ETD伊森艾伦 | -29.89万 | -1.17% |
VC伟世通 | -28.35万 | -1.15% |
PBFPBF Energy | -131.33万 | -1.08% |
LOPE大峡谷教育 | -27.56万 | -1.07% |
AMPHAmphastar Pharmaceuticals | -43.86万 | -1.03% |
VIAVViavi Solutions | -242.96万 | -0.98% |
VVV胜牌 | -118.32万 | -0.93% |
322000Hd Hyundai Energy | -10.35万 | -0.92% |
ADTN亚川 | -74.18万 | -0.91% |
FEIM高频电子 | -9.72万 | -0.86% |
GOGrocery Outlet | -83.62万 | -0.84% |
ASPNAspen Aerogels | -68.77万 | -0.83% |
IIINInsteel Industries | -15.52万 | -0.80% |
DOCHealthpeak Properties | -543.47万 | -0.79% |
SANM新美亚电子 | -42.20万 | -0.79% |
OXM牛津工业 | -11.73万 | -0.78% |
SWKS思佳讯 | -117.01万 | -0.78% |
HYLNHyliion | -137.58万 | -0.77% |
UHTUniversal Health Realty Income Trust | -10.52万 | -0.76% |
HALO奥洛兹美医疗 | -85.83万 | -0.76% |
INGR宜瑞安 | -47.57万 | -0.75% |
ESNTEssent | -67.32万 | -0.75% |
CCK皇冠控股 | -79.16万 | -0.74% |
FCNFTI咨询 | -19.71万 | -0.74% |
MSAMSA Safety | -28.25万 | -0.73% |
HZO海上麦斯服务 | -15.81万 | -0.72% |
WKCWorld Kinect | -35.58万 | -0.70% |
TWLOTwilio | -107.24万 | -0.69% |
PENPenumbra | -27.31万 | -0.69% |
03868信义能源 | -5868.64万 | -0.69% |
建仓
| 股票 | 变动股数 | 变动比例 |
|---|---|---|
TYGOTigo Energy | +282.60万 | +3.68% |
HONAHoneywell Aerospace | +1129.58万 | +3.56% |
PURRHyperliquid Strategies | +374.56万 | +1.89% |
TOYOTOYO Co | +65.39万 | +1.53% |
ATEXAnterix | +19.47万 | +0.99% |
FDXFFEDEX FREIGHT HOLDING CO INC | +137.19万 | +0.92% |
SNDSmart Sand | +32.34万 | +0.76% |
VMRKVivmark Residential | +588.58万 | +0.76% |
FACFactorial Energy | +81.28万 | +0.76% |
HAWKHawkEye 360 | +72.09万 | +0.74% |
ADIGADI Global Distribution | +49.53万 | +0.65% |
RMIXSuncrete | +47.68万 | +0.65% |
AVEXAEVEX Corp | +36.14万 | +0.64% |
AADXApplied Aerospace & Defense | +108.20万 | +0.63% |
CLYMClimb Bio | +35.46万 | +0.62% |
JDZG课标科技 | +3.24万 | +0.60% |
HOSHornbeck Offshore Services | +168.02万 | +0.52% |
VGNTVERSIGENT PLC | +36.07万 | +0.51% |
STUBStubhub Holdings | +156.54万 | +0.41% |
MFPMidera Food Processing | +12.90万 | +0.29% |
INVInnventure | +24.12万 | +0.29% |
XNDUXanadu Quantum Technologies Ltd | +86.49万 | +0.28% |
MBGLMobility Global | +81.76万 | +0.28% |
ELAEnvela | +6.98万 | +0.27% |
6490PILLAR | +5.99万 | +0.26% |
TENTsakos Energy Navigation | +5.63万 | +0.19% |
AVR安特瑞斯科技 | +16.70万 | +0.17% |
TRAXFirst Tracks Biotherapeutics | +5.82万 | +0.14% |
ESTAEstablishment Labs | +4.13万 | +0.14% |
DFDVDeFi Development | +3.33万 | +0.10% |
100790Mirae Asset Venture | +5.32万 | +0.10% |
GEOSGeospace Technologies | +1.27万 | +0.10% |
UANCVR Partners | +9761.00 | +0.09% |
XGNExagen | +2.11万 | +0.09% |
IPWRIdeal Power | +1.41万 | +0.09% |
KVHIKVH通信 | +1.51万 | +0.08% |
ONCYOncolytics Biotech | +10.12万 | +0.08% |
INO伊诺维奥制药 | +8.03万 | +0.08% |
0128FRONTKN | +135.53万 | +0.07% |
EIKNEikon Therapeutics | +3.92万 | +0.07% |
AGEN艾吉纳斯 | +3.01万 | +0.07% |
FRVOFervo Energy | +18.71万 | +0.06% |
IA创新软件 | +1.13万 | +0.06% |
MTC海川证券 | +6.26万 | +0.06% |
01133哈尔滨电气 | +138.04万 | +0.06% |
QTEXQtrex Quantum | +3.43万 | +0.06% |
DCXDigital Currency X Technology | +1387.00 | +0.06% |
ATLOAmes National | +5232.00 | +0.06% |
DTILPrecision BioSciences | +1.51万 | +0.05% |
MAAS麦思智能 | +22.29万 | +0.05% |
清仓
| 股票 | 变动股数 | 变动比例 |
|---|---|---|
VYLRVylor Inc | -476.65万 | -0.71% |
PNRGPrimeEnergy Resources | -8986.00 | -0.57% |
PPIHPerma-Pipe International Holdings | -4.64万 | -0.57% |
CAPRCapricor Therapeutics | -17.08万 | -0.29% |
026890STIC Investments | -8.21万 | -0.23% |
01681康臣药业 | -169.72万 | -0.20% |
BIOXBioceres Crop Solutions | -12.63万 | -0.20% |
02616基石药业-B | -307.54万 | -0.19% |
CATXPerspective Therapeutics | -20.83万 | -0.18% |
STCKStack Capital Group Inc | -2.67万 | -0.17% |
MLTXMoonLake Immunotherapeutics | -13.92万 | -0.16% |
UMACUnusual Machines | -7.20万 | -0.14% |
SOCSable Offshore | -23.81万 | -0.12% |
JBIOJade Biosciences | -7.86万 | -0.12% |
LWLGLightwave Logic | -19.03万 | -0.12% |
PVLAPalvella Therapeutics | -1.71万 | -0.12% |
CPA科帕控股 | -4.70万 | -0.11% |
02669中海物业 | -357.00万 | -0.11% |
PEGIYENERGI MEGA PERSADA TBK UNSP ADR EACH REP 250 ORD SHS | -11.06万 | -0.10% |
298380ABL Bio | -5.71万 | -0.10% |
COGNYCOGNA EDUCACAO SA SPON ADS EACH REPR 1 ORD SH | -191.90万 | -0.10% |
AEYEAudioEye | -1.16万 | -0.09% |
06049保利物业 | -49.58万 | -0.09% |
00107四川成渝高速公路 | -269.40万 | -0.09% |
00956新天绿色能源 | -395.80万 | -0.09% |
MXCTMaxCyte | -8.74万 | -0.08% |
00434博雅互动 | -56.99万 | -0.08% |
DMRC数字标识 | -1.61万 | -0.07% |
NPT网塑科技 | -1.59万 | -0.07% |
ZJK中金科工业 | -4.60万 | -0.07% |
RRRichtech Robotics | -15.02万 | -0.07% |
CANG灿谷 | -2.67万 | -0.07% |
FLNAFilana Therapeutics | -3.11万 | -0.06% |
MERC美世国际 | -3.93万 | -0.06% |
TBBBBBB Foods | -6.78万 | -0.06% |
LZMH联掌科技控股 | -4635.00 | -0.05% |
9247TRE控股 | -2.39万 | -0.05% |
PDEXPro-Dex | -1602.00 | -0.05% |
LUNRIntuitive Machines | -8.39万 | -0.05% |
7611Hiday日高 | -1.66万 | -0.05% |
DRDDRDGOLD | -3.98万 | -0.05% |
SERVServe Robotics | -3.86万 | -0.04% |
3156Restar控股 | -1.25万 | -0.04% |
AKO.AAndina Bottling-A | -6.97万 | -0.04% |
8715Anicom控股 | -3.18万 | -0.04% |
XYF小赢科技 | -1.45万 | -0.04% |
DRUGBright Minds Biosciences Inc | -3672.00 | -0.04% |
INSEInspired Entertainment | -9436.00 | -0.04% |
ALLT艾奥特通讯 | -1.73万 | -0.04% |
HERE奇梦岛 | -1.87万 | -0.03% |
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 |
|---|---|---|---|---|---|---|---|---|---|
苹果AAPL US | 6.41% | +411.64万 | +0.03% | 548.35亿 | 1.09% | 计算机 | 342.370 | 2026/06/30 | 13F |
英伟达NVDA US | 5.79% | +687.90万 | +0.03% | 494.83亿 | 1.09% | 电子 | 186.640 | 2026/06/30 | 13F |
微软MSFT US | 4.92% | +218.30万 | +0.03% | 421.15亿 | 1.06% | 计算机 | 530.610 | 2026/06/30 | 13F |
谷歌-AGOOGL US | 4.14% | +333.26万 | +0.03% | 354.47亿 | 1.00% | 互联网与传媒 | 284.780 | 2026/06/30 | 13F |
亚马逊AMZN US | 3.50% | +264.00万 | +0.02% | 299.09亿 | 1.05% | 商业贸易 | 259.300 | 2026/06/30 | 13F |
美光科技MU US | 2.74% | +66.39万 | +0.06% | 234.66亿 | 3.02% | 电子 | 690.000 | 2026/06/30 | 13F |
美国超微公司AMD US | 2.47% | +52.72万 | +0.03% | 211.17亿 | 2.94% | 电子 | 449.040 | 2026/06/30 | 13F |
Meta PlatformsMETA US | 2.27% | +110.96万 | +0.04% | 193.82亿 | 1.22% | 互联网与传媒 | 610.150 | 2026/06/30 | 13F |
特斯拉TSLA US | 2.11% | +129.71万 | +0.03% | 180.40亿 | 1.28% | 汽车 | 358.220 | 2026/06/30 | 13F |
沃尔玛WMT US | 2.04% | +320.95万 | +0.04% | 174.67亿 | 1.74% | 商业贸易 | 125.520 | 2026/06/30 | 13F |
博通AVGO US | 1.88% | +175.36万 | +0.04% | 160.98亿 | 1.14% | 电子 | 293.690 | 2026/06/30 | 13F |
好市多COST US | 1.67% | +38.33万 | +0.09% | 142.66亿 | 3.04% | 商业贸易 | 1053.560 | 2026/06/30 | 13F |
思科CSCO US | 1.34% | +129.62万 | +0.03% | 114.92亿 | 3.09% | 通信 | 93.850 | 2026/06/30 | 13F |
PalantirPLTR US | 1.27% | +251.50万 | +0.10% | 109.02亿 | 2.82% | 计算机 | 160.380 | 2026/06/30 | 13F |
泛林集团LRCX US | 0.98% | +159.82万 | +0.13% | 83.45亿 | 3.32% | 电子 | 200.440 | 2026/06/30 | 13F |
应用材料AMAT US | 0.97% | +74.60万 | +0.09% | 83.25亿 | 3.16% | 电子 | 332.715 | 2026/06/30 | 13F |
英特尔INTC US | 0.97% | +350.63万 | +0.07% | 82.84亿 | 2.81% | 电子 | 56.280 | 2026/06/30 | 13F |
奈飞NFLX US | 0.97% | +1311.71万 | +0.32% | 82.55亿 | 3.13% | 互联网与传媒 | 63.410 | 2026/06/30 | 13F |
德州仪器TXN US | 0.90% | +189.17万 | +0.21% | 76.98亿 | 3.07% | 电子 | 277.360 | 2026/06/30 | 13F |
Palo Alto NetworksPANW US | 0.86% | +17.41万 | +0.02% | 73.42亿 | 2.82% | 计算机 | 313.840 | 2026/06/30 | 13F |
安进AMGN US | 0.84% | +46.57万 | +0.09% | 71.57亿 | 2.87% | 医药生物 | 460.420 | 2026/06/30 | 13F |
林德气体LIN US | 0.81% | +29.40万 | +0.06% | 69.26亿 | 2.90% | 化工 | 515.250 | 2026/06/30 | 13F |
CrowdStrikeCRWD US | 0.75% | +35.43万 | +0.03% | 64.12亿 | 2.85% | 计算机 | 216.900 | 2026/06/30 | 13F |
吉利德科学GILD US | 0.73% | -172.22万 | -0.14% | 62.54亿 | 3.01% | 医药生物 | 166.890 | 2026/06/30 | 13F |
科磊KLAC US | 0.69% | +91.51万 | +0.07% | 58.99亿 | 3.31% | 电子 | 138.490 | 2026/06/30 | 13F |
百事可乐PEP US | 0.66% | +122.01万 | +0.09% | 56.72亿 | 2.94% | 食品饮料 | 141.340 | 2026/06/30 | 13F |
高通QCOM US | 0.66% | +102.42万 | +0.10% | 56.21亿 | 3.18% | 电子 | 165.410 | 2026/06/30 | 13F |
亚德诺ADI US | 0.63% | +62.19万 | +0.13% | 53.93亿 | 3.08% | 电子 | 363.560 | 2026/06/30 | 13F |
直觉外科公司ISRG US | 0.59% | +97.74万 | +0.28% | 50.08亿 | 3.15% | 医药生物 | 452.800 | 2026/06/30 | 13F |
T-Mobile USTMUS US | 0.57% | +47.12万 | +0.04% | 48.76亿 | 2.87% | 通信 | 162.010 | 2026/06/30 | 13F |
ShopifySHOP US | 0.57% | +61.39万 | +0.05% | 48.34亿 | 2.53% | 计算机 | 148.910 | 2026/06/30 | 13F |
闪迪SNDK US | 0.50% | +421.39万 | +2.96% | 42.40亿 | 3.55% | 计算机 | 835.060 | 2026/06/30 | 13F |
阿斯麦ASML US | 0.49% | +23.69万 | +0.06% | 42.08亿 | 0.78% | 电子 | 1424.750 | 2026/09/30 | 多份文件 |
福泰制药VRTX US | 0.47% | +32.38万 | +0.13% | 40.34亿 | 2.93% | 医药生物 | 547.090 | 2026/06/30 | 13F |
自动数据处理ADP US | 0.45% | +91.15万 | +0.23% | 38.90亿 | 3.25% | 计算机 | 303.350 | 2026/06/30 | 13F |
ApplovinAPP US | 0.45% | +58.98万 | +0.18% | 38.22亿 | 2.98% | 互联网与传媒 | 391.220 | 2026/06/30 | 13F |
Booking HoldingsBKNG US | 0.44% | +39.77万 | +0.05% | 37.51亿 | 3.02% | 休闲服务 | 160.665 | 2026/06/30 | 13F |
迈威尔科技MRVL US | 0.41% | +191.06万 | +0.22% | 35.26亿 | 2.90% | 电子 | 141.200 | 2026/06/30 | 13F |
星巴克SBUX US | 0.41% | +114.84万 | +0.10% | 35.22亿 | 2.93% | 休闲服务 | 105.410 | 2026/06/30 | 13F |
AdobeADBE US | 0.39% | +48.63万 | +0.12% | 33.63亿 | 3.57% | 计算机 | 239.300 | 2026/06/30 | 13F |
希捷科技STX US | 0.39% | +38.25万 | +0.17% | 33.61亿 | 3.20% | 计算机 | 460.990 | 2026/06/30 | 13F |
万豪酒店MAR US | 0.38% | +8.26万 | +0.03% | 32.41亿 | 3.01% | 休闲服务 | 416.470 | 2026/06/30 | 13F |
西部数据WDC US | 0.37% | +24.90万 | +0.07% | 31.57亿 | 3.20% | 计算机 | 263.780 | 2026/06/30 | 13F |
财捷INTU US | 0.35% | +58.40万 | +0.22% | 29.57亿 | 3.22% | 计算机 | 341.500 | 2026/06/30 | 13F |
信达思CTAS US | 0.34% | +57.82万 | +0.15% | 29.21亿 | 3.28% | 其他 | 222.360 | 2026/06/30 | 13F |
再生元制药公司REGN US | 0.34% | +15.50万 | +0.15% | 29.11亿 | 3.23% | 医药生物 | 904.350 | 2026/06/30 | 13F |
康卡斯特CMCSA US | 0.34% | +874.21万 | +0.25% | 28.89亿 | 3.30% | 通信 | 24.390 | 2026/06/30 | 13F |
怪物饮料MNST US | 0.34% | -221.70万 | -0.11% | 28.66亿 | 3.17% | 食品饮料 | 45.720 | 2026/06/30 | 13F |
飞塔信息FTNT US | 0.33% | -79.80万 | -0.11% | 28.54亿 | 3.23% | 计算机 | 118.840 | 2026/06/30 | 13F |
CSX运输CSX US | 0.32% | -23.94万 | -0.01% | 27.68亿 | 3.02% | 交通运输 | 49.120 | 2026/06/30 | 13F |
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富途数据 · 最近同步 11/07 06:52 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。