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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $103.34万 | 0.05% | 1,779 | 5 | 0.3% | $2,905 | 加仓 |
| DGRO | ISHARES TR | $100.50万 | 0.04% | 13,261 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $98.63万 | 0.04% | 5,880 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $96.32万 | 0.04% | 16,653 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $91.61万 | 0.04% | 2,670 | -49 | -1.8% | -$1.68万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $90.54万 | 0.04% | 10,899 | 239 | 2.2% | $1.99万 | 加仓 |
| GM | GENERAL MTRS CO | $89.76万 | 0.04% | 11,645 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $89.33万 | 0.04% | 449 | 69 | 18.2% | $13.73万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $88.77万 | 0.04% | 16,714 | -193 | -1.1% | -$1.03万 | 减仓 |
| MPLX | MPLX LP | $78.30万 | 0.03% | 13,900 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $76.97万 | 0.03% | 8,065 | 3,065 | 61.3% | $29.25万 | 加仓 |
| EZPW | EZCORP INC | $74.36万 | 0.03% | 21,510 | -224 | -1.0% | -$7,744 | 减仓 |
| VXF | VANGUARD INDEX FDS | $73.25万 | 0.03% | 2,975 | 0 | 0.0% | — | 不变 |
| RELL | RICHARDSON ELECTRS LTD | $69.96万 | 0.03% | 36,801 | -8,362 | -18.5% | -$15.90万 | 减仓 |
| CODI | COMPASS DIVERSIFIED | $64.92万 | 0.03% | 60,899 | 7,643 | 14.4% | $8.15万 | 加仓 |
| NPKI | NPK INTERNATIONAL INC | $64.81万 | 0.03% | 40,737 | -472 | -1.1% | -$7,510 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $62.21万 | 0.03% | 17,085 | -1,120 | -6.2% | -$4.08万 | 减仓 |
| BP | BP PLC | $61.34万 | 0.03% | 16,600 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $59.75万 | 0.03% | 6,380 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP | $57.66万 | 0.03% | 1,939 | -21 | -1.1% | -$6,245 | 减仓 |
| IJR | ISHARES TR | $56.77万 | 0.02% | 3,828 | 328 | 9.4% | $4.86万 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $56.60万 | 0.02% | 97,583 | 50,528 | 107.4% | $29.31万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $56.08万 | 0.02% | 12,370 | 480 | 4.0% | $2.18万 | 加仓 |
| — | ISHARES TR | $55.45万 | 0.02% | 19,900 | 0 | 0.0% | — | 不变 |
| ATRO | ASTRONICS CORP | $54.50万 | 0.02% | 6,707 | 1,171 | 21.2% | $9.52万 | 加仓 |
| IJH | ISHARES TR | $53.98万 | 0.02% | 7,000 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $52.33万 | 0.02% | 3,063 | 3,063 | — | $52.33万 | 新建仓 |
| MATW | MATTHEWS INTL CORP | $51.94万 | 0.02% | 19,295 | 2,086 | 12.1% | $5.62万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $51.48万 | 0.02% | 10,128 | 380 | 3.9% | $1.93万 | 加仓 |
| LION | LIONSGATE STUDIOS CORP | $51.29万 | 0.02% | 33,500 | -1,653 | -4.7% | -$2.53万 | 减仓 |
| INFU | INFUSYSTEM HLDGS INC | $50.63万 | 0.02% | 52,471 | 3,656 | 7.5% | $3.53万 | 加仓 |
| ITA | ISHARES TR | $50.52万 | 0.02% | 2,084 | -40 | -1.9% | -$9,697 | 减仓 |
| — | ENERGOUS CORP | $46.91万 | 0.02% | 19,507 | 19,507 | — | $46.91万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $46.89万 | 0.02% | 5,292 | 94 | 1.8% | $8,328 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $46.37万 | 0.02% | 1,474 | 0 | 0.0% | — | 不变 |
| CDRE | CADRE HLDGS INC | $46.25万 | 0.02% | 16,221 | 3,902 | 31.7% | $11.12万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $46.15万 | 0.02% | 5,258 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $44.21万 | 0.02% | 1,183 | 0 | 0.0% | — | 不变 |
| — | IZEA WORLDWIDE INC | $43.31万 | 0.02% | 117,064 | -65 | -0.1% | -$241 | 减仓 |
| — | RADCOM LTD | $42.97万 | 0.02% | 30,478 | 30,478 | — | $42.97万 | 新建仓 |
| — | REPOSITRAK INC | $42.65万 | 0.02% | 47,392 | 31,507 | 198.3% | $28.36万 | 加仓 |
| DCO | DUCOMMUN INC DEL | $41.01万 | 0.02% | 2,214 | -85 | -3.7% | -$1.57万 | 减仓 |
| CXT | CRANE NXT CO | $40.08万 | 0.02% | 7,835 | 2,676 | 51.9% | $13.69万 | 加仓 |
| ITOT | ISHARES TR | $39.57万 | 0.02% | 2,409 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $39.09万 | 0.02% | 1,437 | 125 | 9.5% | $3.40万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $38.95万 | 0.02% | 938 | 0 | 0.0% | — | 不变 |
| ROCK | GIBRALTAR INDS INC | $38.75万 | 0.02% | 8,593 | 1,813 | 26.7% | $8.18万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $38.63万 | 0.02% | 1,772 | -195 | -9.9% | -$4.25万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.95万 | 0.02% | 1,604 | 0 | 0.0% | — | 不变 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $37.75万 | 0.02% | 20,973 | 20,973 | — | $37.75万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $37.13万 | 0.02% | 2,228 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $36.53万 | 0.02% | 7,686 | 1,686 | 28.1% | $8.01万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $34.89万 | 0.02% | 8,579 | 0 | 0.0% | — | 不变 |
| ONIT | ONITY GROUP INC | $33.43万 | 0.01% | 8,411 | 8,411 | — | $33.43万 | 新建仓 |
| EQIX | EQUINIX INC | $32.84万 | 0.01% | 315 | 15 | 5.0% | $1.56万 | 加仓 |
| — | CREXENDO INC | $32.52万 | 0.01% | 43,536 | -6,836 | -13.6% | -$5.11万 | 减仓 |
| — | CURIOSITYSTREAM INC | $32.31万 | 0.01% | 121,462 | -70 | -0.1% | -$186 | 减仓 |
| VOO | VANGUARD INDEX FDS | $30.98万 | 0.01% | 451 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC | $29.67万 | 0.01% | 4,011 | -57 | -1.4% | -$4,216 | 减仓 |
| QQQ | INVESCO QQQ TR | $29.59万 | 0.01% | 402 | -75 | -15.7% | -$5.52万 | 减仓 |
| IWR | ISHARES TR | $29.11万 | 0.01% | 2,639 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $29.01万 | 0.01% | 9,960 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $28.71万 | 0.01% | 2,595 | 0 | 0.0% | — | 不变 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $27.99万 | 0.01% | 10,495 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $27.88万 | 0.01% | 3,236 | 2 | 0.1% | $172 | 加仓 |
| — | ISHARES TR | $27.31万 | 0.01% | 9,990 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $26.16万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | VIRTRA INC | $25.33万 | 0.01% | 80,677 | 22,710 | 39.2% | $7.13万 | 加仓 |
| SATL | SATELLOGIC INC | $25.16万 | 0.01% | 43,994 | 43,994 | — | $25.16万 | 新建仓 |
| — | MIND TECHNOLOGY INC | $23.76万 | 0.01% | 50,348 | -27,934 | -35.7% | -$13.18万 | 减仓 |
| EMR | EMERSON ELEC CO | $23.18万 | 0.01% | 1,619 | 1,619 | — | $23.18万 | 新建仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $22.05万 | 0.01% | 7,553 | 1,374 | 22.2% | $4.01万 | 重新持有 |
| AVEX | AEVEX CORP | $21.04万 | 0.01% | 10,072 | 10,072 | — | $21.04万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $20.44万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| — | INTELLICHECK MOBILISA INC | $20.10万 | 0.01% | 49,013 | -45,138 | -47.9% | -$18.51万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $17.90万 | 0.01% | 13,445 | 0 | 0.0% | — | 不变 |
| — | BIRCHTECH CORP | $13.16万 | 0.01% | 64,200 | 13,100 | 25.6% | $2.69万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $12.85万 | 0.01% | 17,700 | 17,700 | — | $12.85万 | 新建仓 |
| STGW | STAGWELL INC | $10.85万 | 0.00% | 14,597 | 0 | 0.0% | — | 不变 |
| LILAK | LIBERTY LATIN AMERICA LTD | $8.57万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A | $6.33万 | 0.00% | 13,350 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -274,461 | -100.0% | -$7,892.39万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -209,456 | -100.0% | -$4,790.89万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -205,565 | -100.0% | -$4,281.30万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -43,715 | -100.0% | -$2,842.94万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -78,055 | -100.0% | -$1,457.05万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -92,936 | -100.0% | -$1,235.12万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -89,973 | -100.0% | -$634.40万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -13,720 | -100.0% | -$221.89万 | 清仓 |
| FHB | FIRST HAWAIIAN INC | $0 | 0.00% | 0 | -21,000 | -100.0% | -$51.74万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -4,515 | -100.0% | -$46.36万 | 清仓 |
| SPIR | SPIRE GLOBAL INC | $0 | 0.00% | 0 | -31,497 | -100.0% | -$39.62万 | 清仓 |
| — | SYNTEC OPTICS HLDGS INC | $0 | 0.00% | 0 | -56,330 | -100.0% | -$39.60万 | 清仓 |
| AZZ | AZZ INC | $0 | 0.00% | 0 | -3,108 | -100.0% | -$38.89万 | 清仓 |
| GHM | GRAHAM CORP | $0 | 0.00% | 0 | -4,572 | -100.0% | -$36.08万 | 清仓 |
| BELFB | BEL FUSE INC | $0 | 0.00% | 0 | -1,445 | -100.0% | -$28.61万 | 清仓 |
| COLB | COLUMBIA BKG SYS INC | $0 | 0.00% | 0 | -10,044 | -100.0% | -$27.55万 | 清仓 |
| — | PERMA-PIPE INTL HLDGS INC | $0 | 0.00% | 0 | -8,831 | -100.0% | -$26.33万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,586 | -100.0% | -$23.31万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -4,590 | -100.0% | -$23.10万 | 清仓 |