13F 机构持仓

PANAGORA ASSET MANAGEMENT INC

BOSTON MA · SEC CIK 0000883677

2026Q22026Q1 更早 9 个季度 🔒
$326.05亿2026Q2 申报市值
1,163持仓数
33.0%前十大占比 · 第一大 6.9%
150 / 161新建仓 / 清仓
申报市值走势$326.05亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.9%
AAPL 6.1%
MSFT 3.8%
GOOGL 3.5%
AMZN 2.8%
AVGO 2.4%
GOOG 2.1%
MU 2.0%
AMD 1.7%
META 1.6%

2026Q2 买入最多 按季末市值估算

AMD 加仓+$3.65亿
AAPL 加仓+$1.71亿
INTC 加仓+$1.69亿
UNH 加仓+$1.48亿
CVS 加仓+$1.36亿

2026Q2 卖出最多 按季末市值估算

ANET 减仓-$1.55亿
DD 减仓-$1.49亿
EXXON MOBIL CORP 减仓-$1.33亿
PLTR 减仓-$1.24亿
DAL 减仓-$1.15亿

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
ANGO ANGIODYNAMICS INC $336.40万0.01%258,569 8,3613.3% $10.88万 加仓
TRVI TREVI THERAPEUTICS INC $339.87万0.01%182,235 -443,343-70.9% -$826.83万 减仓
GIS GENERAL MILLS INC $341.81万0.01%98,222 53,798121.1% $187.22万 加仓
CNMD CONMED CORP $342.93万0.01%104,776 -16,766-13.8% -$54.88万 减仓
LOW LOWE'S COS INC $345.57万0.01%15,673 -43,387-73.5% -$956.64万 减仓
GIC GLOBAL INDUSTRIAL CO $346.26万0.01%103,486 11,05512.0% $36.99万 加仓
FET FORUM ENERGY TECHNOLOGIES IN $347.05万0.01%69,093 15,47328.9% $77.72万 加仓
IBM INTL BUSINESS MACHINES CORP $349.21万0.01%12,418 2,00419.2% $56.35万 加仓
DDD 3D SYSTEMS CORP $354.52万0.01%1,173,903 1,173,903— $354.52万 新建仓
TREE LendingTree Inc $355.23万0.01%80,205 35,10177.8% $155.46万 加仓
CVSA COVISTA INC $356.83万0.01%28,624 -49,950-63.6% -$622.68万 减仓
PSMT PRICESMART INC $358.68万0.01%18,362 1210.7% $2.36万 加仓
VZ VERIZON COMMUNICATIONS INC $359.37万0.01%84,876 -11,520-12.0% -$48.78万 减仓
ST SENSATA TECHNOLOGIES HOLDING $362.18万0.01%75,865 75,865— $362.18万 新建仓
ONT ONTERRIS INC $367.68万0.01%181,929 47,75235.6% $96.51万 加仓
NGVT INGEVITY CORP $370.30万0.01%49,592 -14,991-23.2% -$111.94万 减仓
ICHR ICHOR HOLDINGS LTD $372.16万0.01%33,146 19,901150.3% $223.45万 加仓
ACEL ACCEL ENTERTAINMENT INC $372.26万0.01%295,213 247,016512.5% $311.49万 加仓
GERN GERON CORP $376.25万0.01%2,939,469 2,578,624714.6% $330.06万 加仓
PUBM PUBMATIC INC-CLASS A $377.51万0.01%287,735 11,4794.2% $15.06万 加仓
BKR BAKER HUGHES CO $378.42万0.01%68,183 -1,414,293-95.4% -$7,849.33万 减仓
VIR VIR BIOTECHNOLOGY INC $381.38万0.01%374,265 -1,089-0.3% -$1.11万 减仓
T AT&T INC $382.39万0.01%184,730 29,19418.8% $60.43万 加仓
LNN LINDSAY CORP $387.09万0.01%31,267 -4,914-13.6% -$60.84万 减仓
IPI INTREPID POTASH INC $388.17万0.01%118,418 78,979200.3% $258.89万 加仓
BHP BHP GROUP LTD-SPON ADR $389.65万0.01%46,771 -9,344-16.7% -$77.84万 减仓
CLH CLEAN HARBORS INC $390.44万0.01%13,069 11,414689.7% $340.99万 加仓
WCC WESCO INTERNATIONAL INC $391.23万0.01%11,326 9,622564.7% $332.37万 加仓
LXU LSB INDUSTRIES INC $393.85万0.01%364,336 364,336— $393.85万 新建仓
RL RALPH LAUREN CORP $394.22万0.01%9,821 8,127479.8% $326.23万 加仓
MCD MCDONALD'S CORP $394.36万0.01%14,589 4833.4% $13.06万 加仓
CMC COMMERCIAL METALS CO $400.68万0.01%63,854 -203-0.3% -$1.27万 减仓
KSA ISHRS MSCI SAUDI ARABIA ETF $401.74万0.01%107,677 00.0% — 不变
TSHA TAYSHA GENE THERAPIES INC $402.05万0.01%590,387 408,223224.1% $278.00万 加仓
HD HOME DEPOT INC $402.13万0.01%11,402 -2,748-19.4% -$96.92万 减仓
AXS AXIS CAPITAL HOLDINGS LTD $402.70万0.01%37,481 -375,643-90.9% -$4,035.91万 减仓
IFS INTERCORP FINANCIAL SERVICES $403.72万0.01%70,877 3,1934.7% $18.19万 加仓
VIK VIKING HOLDINGS LTD $406.45万0.01%38,832 -184,590-82.6% -$1,932.10万 减仓
MTRX MATRIX SERVICE CO $410.22万0.01%299,431 143,16391.6% $196.13万 加仓
MCS MARCUS CORPORATION $412.26万0.01%175,729 46,89436.4% $110.01万 加仓
PRM PERIMETER SOLUTIONS INC $412.89万0.01%115,818 -52,596-31.2% -$187.50万 减仓
JANX JANUX THERAPEUTICS INC $413.36万0.01%269,113 269,113— $413.36万 新建仓
FITB FIFTH THIRD BANCORP $413.37万0.01%73,332 -172,572-70.2% -$972.79万 减仓
VREX VAREX IMAGING CORP $413.67万0.01%396,615 101,07734.2% $105.42万 加仓
FBNC FIRST BANCORP/NC $416.31万0.01%65,119 -114,676-63.8% -$733.12万 减仓
ALNT ALLIENT INC $422.13万0.01%41,011 -4,311-9.5% -$44.37万 减仓
HELE HELEN OF TROY LTD $427.54万0.01%147,072 147,072— $427.54万 新建仓
PG PROCTER & GAMBLE CO/THE $427.98万0.01%29,186 5,68624.2% $83.38万 加仓
QS QUANTUMSCAPE CORP $428.78万0.01%567,165 530,0931,429.9% $400.75万 加仓
MEI METHODE ELECTRONICS INC $432.60万0.01%228,046 134,425143.6% $255.00万 加仓
PGC PEAPACK GLADSTONE FINL CORP $434.66万0.01%91,836 66,441261.6% $314.47万 加仓
PHR PHREESIA INC $437.25万0.01%424,926 29,3907.4% $30.24万 加仓
UTL UNITIL CORP $438.01万0.01%83,130 2,9453.7% $15.52万 加仓
NVRI ENVIRI CORP $448.87万0.01%204,495 204,495— $448.87万 新建仓
MUSA MURPHY USA INC $449.96万0.01%8,350 -39,205-82.4% -$2,112.64万 减仓
SHW SHERWIN-WILLIAMS CO/THE $452.02万0.01%13,128 11,663796.1% $401.58万 加仓
TDUP THREDUP INC - CLASS A $452.77万0.01%660,980 16,7832.6% $11.50万 加仓
HUBB HUBBELL INC $453.51万0.01%8,668 5,785200.7% $302.67万 加仓
ARDX ARDELYX INC $454.38万0.01%890,944 231,78435.2% $118.21万 重新持有
SPB Spectrum Brands Holdings Inc $458.87万0.01%53,513 13,42533.5% $115.12万 加仓
RBLX ROBLOX CORP -CLASS A $462.63万0.01%85,073 -261,675-75.5% -$1,422.99万 减仓
— ACV AUCTIONS INC-A $471.90万0.01%656,333 -667-0.1% -$4,796 减仓
MGTX MEIRAGTX HOLDINGS PLC $473.09万0.01%350,174 350,174— $473.09万 新建仓
BBSI BARRETT BUSINESS SVCS INC $476.28万0.01%134,089 134,089— $476.28万 新建仓
ARX ACCELERANT HOLDINGS-CL A $479.27万0.01%408,931 408,931— $479.27万 新建仓
REAL REALREAL INC/THE $480.27万0.01%407,357 69,28720.5% $81.69万 加仓
DBX DROPBOX INC-CLASS A $483.46万0.01%175,995 175,995— $483.46万 新建仓
IONS Ionis Pharmaceuticals Inc $484.66万0.01%61,125 3,6796.4% $29.17万 加仓
CYRX CRYOPORT INC $485.89万0.01%309,487 211,745216.6% $332.44万 加仓
BCC BOISE CASCADE CO $486.48万0.01%62,667 62,667— $486.48万 新建仓
WST WEST PHARMACEUTICAL SERVICES $498.58万0.02%13,888 12,8111,189.5% $459.91万 加仓
BW BABCOCK & WILCOX ENTERPR $501.47万0.02%355,651 355,651— $501.47万 新建仓
RVTY REVVITY INC $501.49万0.02%45,074 41,8221,286.0% $465.31万 加仓
LILA LIBERTY LATIN AMERIC-CL A $506.54万0.02%646,097 64,34511.1% $50.45万 加仓
LXFR LUXFER HOLDINGS PLC $508.32万0.02%281,774 33,04613.3% $59.61万 加仓
SPFI SOUTH PLAINS FINANCIAL INC $518.11万0.02%120,253 42,98755.6% $185.21万 加仓
W WAYFAIR INC- CLASS A $518.86万0.02%56,142 -138,266-71.1% -$1,277.85万 减仓
OIS OIL STATES INTERNATIONAL INC $520.87万0.02%650,275 110,35520.4% $88.39万 加仓
RBC RBC BEARINGS INC $523.49万0.02%8,128 8,128— $523.49万 新建仓
CCL CARNIVAL CORP LTD $531.16万0.02%185,914 185,914— $531.16万 新建仓
APEI AMERICAN PUBLIC EDUCATION $531.50万0.02%98,976 -22,239-18.3% -$119.42万 减仓
CLDT CHATHAM LODGING TRUST $533.05万0.02%402,913 28,5027.6% $37.71万 加仓
ELAN ELANCO ANIMAL HEALTH INC $533.94万0.02%216,960 -43,726-16.8% -$107.61万 减仓
AYI ACUITY INC $537.76万0.02%14,277 11,784472.7% $443.86万 加仓
CCS CENTURY COMMUNITIES INC $542.87万0.02%75,757 55,390272.0% $396.92万 加仓
ANNX ANNEXON INC $552.69万0.02%967,926 967,926— $552.69万 新建仓
WGO WINNEBAGO INDUSTRIES $554.21万0.02%177,404 170,2002,362.6% $531.70万 加仓
SMBC SOUTHERN MISSOURI BANCORP $566.96万0.02%74,394 41,126123.6% $313.42万 加仓
PRMB PRIMO BRANDS CORP $568.66万0.02%232,676 40,81121.3% $99.74万 加仓
ODC OIL-DRI CORP OF AMERICA $569.78万0.02%55,746 37,816210.9% $386.52万 加仓
CBL CBL & ASSOCIATES PROPERTIES $573.41万0.02%108,008 47,70079.1% $253.24万 加仓
ETSY ETSY INC $583.86万0.02%77,507 -142,984-64.8% -$1,077.10万 减仓
CHKP CHECK POINT SOFTWARE TECH $583.86万0.02%44,424 21,50993.9% $282.69万 加仓
ALAB ASTERA LABS INC $587.16万0.02%12,156 -13,271-52.2% -$641.02万 减仓
REX REX American Resources Corp $588.84万0.02%130,419 5700.4% $2.57万 加仓
PRDO PERDOCEO EDUCATION CORP $593.55万0.02%185,483 2,6361.4% $8.44万 加仓
UNM UNUM GROUP $593.92万0.02%66,434 66,434— $593.92万 新建仓
LIND LINDBLAD EXPEDITIONS HOLDING $596.12万0.02%211,089 -6,853-3.1% -$19.35万 减仓
VRDN VIRIDIAN THERAPEUTICS INC $596.40万0.02%324,658 10,9583.5% $20.13万 加仓
DLR DIGITAL REALTY TRUST INC $598.41万0.02%33,323 31,5811,812.9% $567.13万 加仓