- 黄金期货3,884.50▼2.90%
- WTI原油88.80▲2.62%
- 比特币BTC71,403.90▼4.16%
- 标普5007,598.38▼0.28%
- 道指52,414.15▼0.14%
- 纳斯达克10028,261.33▼0.40%
- 费城半导体10,475.22▼0.84%
- 恒生指数24,008.55▼1.26%
景顺资本
行业分布
- 电子23.20%2054.81亿
- 计算机20.94%1855.37亿
- 商业贸易8.93%791.22亿
- 互联网与传媒8.42%745.50亿
- 医药生物7.01%620.69亿
- 其他31.50%--
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 | +2.72% |
ALABAstera Labs | +452.95万 | +2.59% |
TET1 Energy | +711.83万 | +2.42% |
RKLBRocket Lab | +1457.60万 | +2.31% |
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% |
TRMB天宝导航公司 | +237.00万 | +1.03% |
LGIHLGI Homes | +24.01万 | +1.03% |
PMTPennyMac Mortgage | +85.60万 | +0.98% |
BAH博思艾伦咨询公司 | +115.40万 | +0.97% |
CW寇蒂斯莱特 | +34.08万 | +0.94% |
GEVOGevo Inc | +222.65万 | +0.93% |
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% |
PRGO百利高 | +114.28万 | +0.82% |
EVGOEVgo Inc | +116.71万 | +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 | +0.79% |
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% |
HOG哈雷戴维森 | +72.00万 | +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 | -2.91% |
VRSKVerisk分析 | -337.81万 | -2.63% |
ZSZscaler | -415.82万 | -2.55% |
INSMInsmed | -555.31万 | -2.53% |
POOLPool Corp | -90.28万 | -2.53% |
CTSH高知特 | -1074.26万 | -2.40% |
5074TESS控股 | -166.03万 | -2.35% |
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 | -1.71% |
MXLMaxLinear | -130.23万 | -1.43% |
NIU小牛电动 | -101.16万 | -1.29% |
ETD伊森艾伦 | -29.89万 | -1.17% |
VC伟世通 | -28.35万 | -1.15% |
1407West Holdings | -44.41万 | -1.12% |
LOPE大峡谷教育 | -27.56万 | -1.09% |
PBFPBF Energy | -131.33万 | -1.08% |
AMPHAmphastar Pharmaceuticals | -43.86万 | -1.03% |
VIAVViavi Solutions | -242.96万 | -0.99% |
VVV胜牌 | -118.32万 | -0.93% |
ADTN亚川 | -74.18万 | -0.91% |
FEIM高频电子 | -9.72万 | -0.86% |
322000Hd Hyundai Energy | -9.60万 | -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% |
ESNTEssent | -67.32万 | -0.77% |
INGR宜瑞安 | -47.57万 | -0.76% |
UHTUniversal Health Realty Income Trust | -10.52万 | -0.76% |
HALO奥洛兹美医疗 | -85.83万 | -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% |
SHENShenandoah Telecommunications Co | -37.54万 | -0.68% |
AIROAIRO Group | -20.71万 | -0.66% |
建仓
| 股票 | 变动股数 | 变动比例 |
|---|---|---|
TYGOTigo Energy | +282.60万 | +3.64% |
HONAHoneywell Aerospace | +1129.58万 | +3.56% |
TOYOTOYO Co | +65.39万 | +1.53% |
PURRHyperliquid Strategies | +374.56万 | +1.35% |
NUAINew Era Energy & Digital | +117.93万 | +1.11% |
ATEXAnterix | +19.47万 | +0.99% |
FDXFFEDEX FREIGHT HOLDING CO INC | +137.19万 | +0.92% |
DFDVDeFi Development | +28.61万 | +0.88% |
ANROAlto Neuroscience | +33.94万 | +0.86% |
VMRKVivmark Residential | +589.93万 | +0.76% |
SNDSmart Sand | +32.34万 | +0.76% |
FACFactorial Energy | +79.74万 | +0.75% |
HAWKHawkEye 360 | +72.09万 | +0.74% |
ADIGADI Global Distribution | +48.98万 | +0.65% |
AVEXAEVEX Corp | +35.72万 | +0.63% |
AADXApplied Aerospace & Defense | +106.92万 | +0.62% |
RMIXSuncrete | +44.87万 | +0.61% |
CLYMClimb Bio | +35.46万 | +0.60% |
MFPMidera Food Processing | +26.73万 | +0.59% |
JDZG课标科技 | +3.09万 | +0.57% |
HOSHornbeck Offshore Services | +166.99万 | +0.51% |
VGNTVERSIGENT PLC | +36.07万 | +0.51% |
XMAXXMax Inc | +25.95万 | +0.40% |
STUBStubhub Holdings | +147.77万 | +0.39% |
IMMXImmix Biopharma | +25.43万 | +0.31% |
INVInnventure | +24.12万 | +0.29% |
XNDUXanadu Quantum Technologies Ltd | +84.84万 | +0.28% |
ELAEnvela | +6.98万 | +0.27% |
AVATAvalanche Treasury | +10.95万 | +0.25% |
6490PILLAR | +5.36万 | +0.23% |
MBGLMobility Global | +68.51万 | +0.23% |
NVCTNuvectis Pharma | +7.91万 | +0.23% |
TENTsakos Energy Navigation | +5.63万 | +0.19% |
AVR安特瑞斯科技 | +16.70万 | +0.17% |
UPXIUpexi | +13.38万 | +0.16% |
6331三菱化工机 | +3.63万 | +0.16% |
5263SUNCON | +207.12万 | +0.16% |
ANGXAngel Studios | +28.95万 | +0.15% |
CTVACorteva | +99.01万 | +0.15% |
TRAXFirst Tracks Biotherapeutics | +5.82万 | +0.14% |
ESTAEstablishment Labs | +4.13万 | +0.14% |
6363酉岛制作所 | +3.60万 | +0.14% |
PLSEPulse Biosciences | +9.23万 | +0.13% |
LBRXLB Pharmaceuticals | +3.59万 | +0.11% |
GEOSGeospace Technologies | +1.27万 | +0.10% |
100790Mirae Asset Venture | +5.04万 | +0.09% |
UANCVR Partners | +9761.00 | +0.09% |
XGNExagen | +2.11万 | +0.09% |
IPWRIdeal Power | +1.41万 | +0.09% |
PEGIYENERGI MEGA PERSADA TBK UNSP ADR EACH REP 250 ORD SHS | +9.11万 | +0.09% |
清仓
| 股票 | 变动股数 | 变动比例 |
|---|---|---|
PNRGPrimeEnergy Resources | -8986.00 | -0.57% |
PPIHPerma-Pipe International Holdings | -4.64万 | -0.57% |
CDLRCadeler | -133.37万 | -0.35% |
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% |
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 | -0.05% |
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% |
5878KPJ | -167.88万 | -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 |
|---|---|---|---|---|---|---|---|---|---|
英伟达NVDA US | 5.64% | +687.90万 | +0.03% | 524.92亿 | 1.08% | 电子 | 163.145 | 2026/06/30 | 13F |
苹果AAPL US | 4.93% | +411.64万 | +0.03% | 458.67亿 | 1.09% | 计算机 | 355.675 | 2026/06/30 | 13F |
谷歌-AGOOGL US | 4.74% | +333.26万 | +0.03% | 441.19亿 | 1.01% | 互联网与传媒 | 299.410 | 2026/06/30 | 13F |
美光科技MU US | 4.23% | +66.39万 | +0.06% | 393.98亿 | 3.02% | 电子 | 792.600 | 2026/06/30 | 13F |
微软MSFT US | 3.15% | +218.30万 | +0.03% | 292.99亿 | 1.06% | 计算机 | 522.985 | 2026/06/30 | 13F |
美国超微公司AMD US | 2.99% | +52.72万 | +0.03% | 278.76亿 | 2.94% | 电子 | 582.770 | 2026/06/30 | 13F |
亚马逊AMZN US | 2.91% | +264.00万 | +0.02% | 270.78亿 | 1.05% | 商业贸易 | 268.320 | 2026/06/30 | 13F |
特斯拉TSLA US | 2.28% | +129.71万 | +0.03% | 212.39亿 | 1.28% | 汽车 | 390.325 | 2026/06/30 | 13F |
英特尔INTC US | 2.24% | +350.63万 | +0.07% | 208.60亿 | 2.96% | 电子 | 61.717 | 2026/06/30 | 13F |
博通AVGO US | 2.20% | +175.36万 | +0.04% | 204.80亿 | 1.14% | 电子 | 363.290 | 2026/06/30 | 13F |
应用材料AMAT US | 1.94% | +74.60万 | +0.09% | 181.05亿 | 3.16% | 电子 | 381.065 | 2026/06/30 | 13F |
泛林集团LRCX US | 1.93% | +159.82万 | +0.13% | 179.74亿 | 3.32% | 电子 | 231.810 | 2026/06/30 | 13F |
Meta PlatformsMETA US | 1.88% | +110.96万 | +0.04% | 175.39亿 | 1.22% | 互联网与传媒 | 621.090 | 2026/06/30 | 13F |
沃尔玛WMT US | 1.68% | +320.95万 | +0.04% | 156.35亿 | 1.74% | 商业贸易 | 125.830 | 2026/06/30 | 13F |
思科CSCO US | 1.52% | +129.62万 | +0.03% | 141.88亿 | 3.09% | 通信 | 102.000 | 2026/06/30 | 13F |
科磊KLAC US | 1.39% | +91.51万 | +0.07% | 129.91亿 | 3.30% | 电子 | 157.720 | 2026/06/30 | 13F |
好市多COST US | 1.35% | +38.33万 | +0.09% | 125.71亿 | 3.04% | 商业贸易 | 1093.185 | 2026/06/30 | 13F |
闪迪SNDK US | 1.23% | +421.39万 | +2.85% | 114.75亿 | 3.41% | 计算机 | 928.770 | 2026/06/30 | 13F |
奈飞NFLX US | 0.99% | +1311.71万 | +0.32% | 91.75亿 | 3.09% | 互联网与传媒 | 63.305 | 2026/06/30 | 13F |
德州仪器TXN US | 0.89% | +189.17万 | +0.21% | 82.66亿 | 3.07% | 电子 | 311.190 | 2026/06/30 | 13F |
PalantirPLTR US | 0.85% | +251.50万 | +0.10% | 79.14亿 | 2.82% | 计算机 | 171.680 | 2026/06/30 | 13F |
Palo Alto NetworksPANW US | 0.84% | +17.41万 | +0.02% | 78.69亿 | 2.83% | 计算机 | 324.010 | 2026/06/30 | 13F |
西部数据WDC US | 0.82% | +24.90万 | +0.07% | 76.51亿 | 3.53% | 计算机 | 307.582 | 2026/06/30 | 13F |
迈威尔科技MRVL US | 0.81% | +191.06万 | +0.22% | 75.89亿 | 2.91% | 电子 | 165.280 | 2026/06/30 | 13F |
希捷科技STX US | 0.76% | +38.25万 | +0.17% | 70.74亿 | 3.24% | 计算机 | 540.870 | 2026/06/30 | 13F |
林德气体LIN US | 0.74% | +29.40万 | +0.06% | 68.86亿 | 2.89% | 化工 | 525.840 | 2026/06/30 | 13F |
高通QCOM US | 0.67% | +102.42万 | +0.10% | 62.47亿 | 3.22% | 电子 | 176.920 | 2026/06/30 | 13F |
亚德诺ADI US | 0.63% | +62.19万 | +0.13% | 59.04亿 | 3.07% | 电子 | 408.410 | 2026/06/30 | 13F |
安进AMGN US | 0.60% | +46.57万 | +0.09% | 55.86亿 | 2.87% | 医药生物 | 468.370 | 2026/06/30 | 13F |
CrowdStrikeCRWD US | 0.60% | +35.43万 | +0.03% | 55.84亿 | 2.87% | 计算机 | 229.700 | 2026/06/30 | 13F |
阿斯麦ASML US | 0.58% | +19.07万 | +0.05% | 54.19亿 | 0.71% | 电子 | 1492.885 | 2026/06/30 | 多份文件 |
百事可乐PEP US | 0.58% | +122.01万 | +0.09% | 53.72亿 | 2.94% | 食品饮料 | 143.195 | 2026/06/30 | 13F |
ApplovinAPP US | 0.55% | +58.98万 | +0.18% | 51.43亿 | 2.98% | 互联网与传媒 | 397.630 | 2026/06/30 | 13F |
T-Mobile USTMUS US | 0.54% | +47.12万 | +0.04% | 50.62亿 | 2.82% | 通信 | 171.620 | 2026/06/30 | 13F |
吉利德科学GILD US | 0.50% | -172.22万 | -0.14% | 46.91亿 | 3.01% | 医药生物 | 169.290 | 2026/06/30 | 13F |
直觉外科公司ISRG US | 0.47% | +97.74万 | +0.28% | 43.45亿 | 3.09% | 医药生物 | 442.650 | 2026/06/30 | 13F |
Booking HoldingsBKNG US | 0.43% | +39.77万 | +0.05% | 40.39亿 | 3.00% | 休闲服务 | 161.190 | 2026/06/30 | 13F |
Arm HoldingsARM US | 0.43% | +763.08万 | +0.71% | 40.28亿 | 1.06% | 电子 | 199.260 | 2026/06/30 | 13F |
ShopifySHOP US | 0.40% | +61.39万 | +0.05% | 37.21亿 | 2.53% | 计算机 | 146.910 | 2026/06/30 | 13F |
福泰制药VRTX US | 0.40% | +32.38万 | +0.13% | 36.90亿 | 2.93% | 医药生物 | 543.900 | 2026/06/30 | 13F |
飞塔信息FTNT US | 0.39% | -79.80万 | -0.11% | 36.43亿 | 3.23% | 计算机 | 130.295 | 2026/06/30 | 13F |
星巴克SBUX US | 0.36% | +114.84万 | +0.10% | 33.94亿 | 2.93% | 休闲服务 | 107.733 | 2026/06/30 | 13F |
铿腾电子CDNS US | 0.33% | +8.45万 | +0.03% | 30.85亿 | 2.98% | 计算机 | 331.400 | 2026/06/30 | 13F |
怪物饮料MNST US | 0.32% | -221.70万 | -0.11% | 29.88亿 | 3.17% | 食品饮料 | 45.725 | 2026/06/30 | 13F |
万豪酒店MAR US | 0.31% | +8.26万 | +0.03% | 28.68亿 | 2.96% | 休闲服务 | 424.755 | 2026/06/30 | 13F |
自动数据处理ADP US | 0.31% | +91.15万 | +0.23% | 28.54亿 | 3.22% | 计算机 | 307.930 | 2026/06/30 | 13F |
AdobeADBE US | 0.31% | +48.63万 | +0.12% | 28.47亿 | 3.49% | 计算机 | 239.680 | 2026/06/30 | 13F |
康卡斯特CMCSA US | 0.30% | +874.21万 | +0.25% | 27.95亿 | 3.30% | 通信 | 24.815 | 2026/06/30 | 13F |
泰瑞达TER US | 0.30% | +433.40万 | +2.77% | 27.70亿 | 3.66% | 电子 | 263.550 | 2026/06/30 | 13F |
DatadogDDOG US | 0.29% | -35.98万 | -0.10% | 26.78亿 | 2.87% | 计算机 | 184.140 | 2026/06/30 | 13F |
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富途数据 · 最近同步 11/13 03:40 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。