ARS Investment Partners, LLC
New York NY · SEC CIK 0000733020
$22.89亿2026Q2 申报市值
181持仓数
47.2%前十大占比 · 第一大 11.5%
20 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASND 新建仓+$5,613.44万
CCJ 新建仓+$3,026.56万
APH 新建仓+$2,900.16万
RAL 新建仓+$2,861.95万
AVAV 加仓+$2,017.57万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$1.18亿
GOOGL 清仓-$7,892.39万
ASND 清仓-$4,790.89万
WDC 减仓-$4,417.20万
AMZN 清仓-$4,281.30万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TMUS | T-MOBILE US INC | $98.63万 | 0.04% | 5,880 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $100.50万 | 0.04% | 13,261 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $103.34万 | 0.05% | 1,779 | 5 | 0.3% | $2,905 | 加仓 |
| — | INNOVATE CORP | $114.35万 | 0.05% | 61,246 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $118.65万 | 0.05% | 35,642 | -1,803 | -4.8% | -$6.00万 | 减仓 |
| META | META PLATFORMS INC | $129.28万 | 0.06% | 2,295 | 115 | 5.3% | $6.48万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $130.42万 | 0.06% | 10,938 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $133.03万 | 0.06% | 8,511 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $137.87万 | 0.06% | 2,750 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $139.62万 | 0.06% | 6,679 | -176,978 | -96.4% | -$3,699.55万 | 减仓 |
| NUE | NUCOR CORP | $142.45万 | 0.06% | 6,395 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $144.06万 | 0.06% | 5,640 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $145.88万 | 0.06% | 33,382 | 462 | 1.4% | $2.02万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $152.64万 | 0.07% | 11,157 | 1,708 | 18.1% | $23.37万 | 加仓 |
| GLD | SPDR GOLD TR | $158.55万 | 0.07% | 4,304 | -675 | -13.6% | -$24.87万 | 减仓 |
| — | TECHPRECISION CORP | $164.24万 | 0.07% | 313,443 | -1,465 | -0.5% | -$7,677 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $164.82万 | 0.07% | 17,978 | 0 | 0.0% | — | 不变 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $177.97万 | 0.08% | 42,445 | 463 | 1.1% | $1.94万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $191.17万 | 0.08% | 9,969 | 58 | 0.6% | $1.11万 | 加仓 |
| POWR | ISHARES INC | $197.96万 | 0.09% | 70,801 | 635 | 0.9% | $1.78万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $200.35万 | 0.09% | 213,362 | -9,860 | -4.4% | -$9.26万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $202.57万 | 0.09% | 18,909 | 916 | 5.1% | $9.81万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $206.88万 | 0.09% | 32,969 | 0 | 0.0% | — | 不变 |
| CDNA | CAREDX INC | $211.57万 | 0.09% | 74,235 | -3,000 | -3.9% | -$8.55万 | 减仓 |
| PEP | PEPSICO INC | $214.12万 | 0.09% | 15,814 | -122 | -0.8% | -$1.65万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $244.74万 | 0.11% | 6,909 | -81 | -1.2% | -$2.87万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $248.64万 | 0.11% | 43,115 | 1,265 | 3.0% | $7.30万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $249.61万 | 0.11% | 21,284 | 272 | 1.3% | $3.19万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $271.41万 | 0.12% | 17,107 | 243 | 1.4% | $3.86万 | 加仓 |
| XEL | XCEL ENERGY INC | $271.91万 | 0.12% | 33,862 | -80 | -0.2% | -$6,424 | 减仓 |
| XOP | SPDR SERIES TRUST | $272.46万 | 0.12% | 17,662 | 72 | 0.4% | $1.11万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $272.52万 | 0.12% | 3,875 | 141 | 3.8% | $9.92万 | 加仓 |
| ACWX | ISHARES TR | $274.88万 | 0.12% | 36,117 | 2,059 | 6.0% | $15.67万 | 加仓 |
| MRK | MERCK & CO INC | $278.49万 | 0.12% | 21,672 | -394 | -1.8% | -$5.06万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $283.01万 | 0.12% | 9,739 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $296.43万 | 0.13% | 120,745 | -2,789 | -2.3% | -$6.85万 | 减仓 |
| TSLA | TESLA INC | $324.37万 | 0.14% | 7,712 | -100 | -1.3% | -$4.21万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $341.76万 | 0.15% | 63,749 | 1,218 | 1.9% | $6.53万 | 加仓 |
| IAI | ISHARES TR | $356.52万 | 0.16% | 20,334 | 170 | 0.8% | $2.98万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $397.81万 | 0.17% | 6,898 | -10 | -0.1% | -$5,767 | 减仓 |
| IVV | ISHARES TR | $410.62万 | 0.18% | 5,483 | -4 | -0.1% | -$2,996 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $412.40万 | 0.18% | 112,187 | 7,000 | 6.7% | $25.73万 | 加仓 |
| XME | SPDR SERIES TRUST | $412.96万 | 0.18% | 38,620 | 160 | 0.4% | $1.71万 | 加仓 |
| QXO | QXO INC | $494.27万 | 0.22% | 286,036 | -1,620 | -0.6% | -$2.80万 | 减仓 |
| SNDK | SANDISK CORP | $503.18万 | 0.22% | 2,213 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $503.38万 | 0.22% | 36,818 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $561.89万 | 0.25% | 13,023 | -347 | -2.6% | -$14.97万 | 减仓 |
| BG | BUNGE GLOBAL SA | $631.39万 | 0.28% | 59,158 | 59,158 | — | $631.39万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $669.99万 | 0.29% | 30,305 | 30,305 | — | $669.99万 | 新建仓 |
| ABBV | ABBVIE INC | $707.56万 | 0.31% | 28,118 | -30 | -0.1% | -$7,549 | 减仓 |
| HON | HONEYWELL INTL INC | $752.37万 | 0.33% | 33,603 | 33,603 | — | $752.37万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $770.46万 | 0.34% | 172,015 | 299 | 0.2% | $1.34万 | 加仓 |
| CCI | CROWN CASTLE INC | $785.65万 | 0.34% | 103,744 | 690 | 0.7% | $5.23万 | 加仓 |
| B | BARRICK MNG CORP | $864.27万 | 0.38% | 235,303 | 235,303 | — | $864.27万 | 新建仓 |
| GOOG | ALPHABET INC | $902.76万 | 0.39% | 25,550 | 463 | 1.8% | $16.36万 | 加仓 |
| SMH | VANECK ETF TRUST | $921.30万 | 0.40% | 14,047 | -187 | -1.3% | -$12.26万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $947.04万 | 0.41% | 211,158 | 211,158 | — | $947.04万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $1,043.01万 | 0.46% | 26,261 | 7 | 0.0% | $2,780 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $1,124.68万 | 0.49% | 64,540 | 64,540 | — | $1,124.68万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,140.40万 | 0.50% | 22,391 | -509 | -2.2% | -$25.92万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,146.81万 | 0.50% | 92,158 | 92,158 | — | $1,146.81万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,320.16万 | 0.58% | 292,653 | 7,263 | 2.5% | $32.76万 | 加仓 |
| BLK | BLACKROCK INC | $1,328.99万 | 0.58% | 13,821 | 177 | 1.3% | $17.02万 | 加仓 |
| NVO | NOVO-NORDISK A S | $1,385.32万 | 0.61% | 288,970 | 139,914 | 93.9% | $670.75万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $1,432.50万 | 0.63% | 62,429 | -2,106 | -3.3% | -$48.32万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,497.36万 | 0.65% | 58,958 | 443 | 0.8% | $11.25万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,511.50万 | 0.66% | 20,906 | -140 | -0.7% | -$10.12万 | 减仓 |
| GLNG | GOLAR LNG LTD | $1,526.89万 | 0.67% | 306,359 | 3,390 | 1.1% | $16.90万 | 加仓 |
| MP | MP MATERIALS CORP | $1,652.79万 | 0.72% | 295,089 | 275,109 | 1,376.9% | $1,540.89万 | 加仓 |
| TRGP | TARGA RES CORP | $1,779.06万 | 0.78% | 66,348 | 335 | 0.5% | $8.98万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,781.28万 | 0.78% | 309,142 | 3,015 | 1.0% | $17.37万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,954.05万 | 0.85% | 117,885 | 37,208 | 46.1% | $616.76万 | 加仓 |
| BHVN | BIOHAVEN LTD | $2,044.79万 | 0.89% | 1,374,185 | -4,643 | -0.3% | -$6.91万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $2,121.76万 | 0.93% | 109,004 | 73,515 | 207.1% | $1,430.97万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2,202.95万 | 0.96% | 95,960 | 825 | 0.9% | $18.94万 | 加仓 |
| RTX | RTX CORPORATION | $2,571.77万 | 1.12% | 135,549 | -99,843 | -42.4% | -$1,894.32万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $2,836.11万 | 1.24% | 45,484 | 214 | 0.5% | $13.34万 | 加仓 |
| RAL | RALLIANT CORP | $2,861.95万 | 1.25% | 388,693 | 388,693 | — | $2,861.95万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,889.06万 | 1.26% | 102,737 | 67,187 | 189.0% | $1,889.36万 | 加仓 |
| APH | AMPHENOL CORP | $2,900.16万 | 1.27% | 164,483 | 164,483 | — | $2,900.16万 | 新建仓 |
| CCJ | CAMECO CORP | $3,026.56万 | 1.32% | 297,035 | 297,035 | — | $3,026.56万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $3,096.32万 | 1.35% | 187,576 | 122,225 | 187.0% | $2,017.57万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3,149.28万 | 1.38% | 32,635 | -24,566 | -42.9% | -$2,370.62万 | 减仓 |
| ETN | EATON CORP PLC | $3,302.39万 | 1.44% | 77,499 | 521 | 0.7% | $22.20万 | 加仓 |
| VST | VISTRA CORP | $3,934.61万 | 1.72% | 248,037 | 57,073 | 29.9% | $905.35万 | 加仓 |
| BA | BOEING CO | $4,255.43万 | 1.86% | 196,583 | 1,252 | 0.6% | $27.10万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $4,433.08万 | 1.94% | 132,402 | -33,189 | -20.0% | -$1,111.23万 | 减仓 |
| AVGO | BROADCOM INC | $4,561.49万 | 1.99% | 120,754 | -1,152 | -0.9% | -$43.52万 | 减仓 |
| CRH | CRH PLC | $4,711.37万 | 2.06% | 440,315 | 3,246 | 0.7% | $34.73万 | 加仓 |
| PWR | QUANTA SVCS INC | $5,036.18万 | 2.20% | 69,943 | 347 | 0.5% | $24.99万 | 加仓 |
| BX | BLACKSTONE INC | $5,127.80万 | 2.24% | 435,778 | 50,232 | 13.0% | $591.08万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $5,613.44万 | 2.45% | 210,462 | 210,462 | — | $5,613.44万 | 新建仓 |
| MPC | MARATHON PETE CORP | $5,649.08万 | 2.47% | 220,952 | 55,304 | 33.4% | $1,413.96万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $5,927.08万 | 2.59% | 942,452 | -129,601 | -12.1% | -$815.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,028.03万 | 2.63% | 301,266 | 1,502 | 0.5% | $30.05万 | 加仓 |
| NEM | NEWMONT CORP | $6,412.62万 | 2.80% | 686,576 | -108,695 | -13.7% | -$1,015.21万 | 减仓 |
| GEV | GE VERNOVA INC | $7,491.49万 | 3.27% | 63,765 | 318 | 0.5% | $37.36万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $7,839.07万 | 3.42% | 122,731 | -69,157 | -36.0% | -$4,417.20万 | 减仓 |
| — | EA SERIES TRUST | $8,167.44万 | 3.57% | 4,138,407 | -49,158 | -1.2% | -$97.02万 | 减仓 |
| AAPL | APPLE INC | $9,662.11万 | 4.22% | 333,913 | -851 | -0.3% | -$24.62万 | 减仓 |