PANAGORA ASSET MANAGEMENT INC
BOSTON MA · SEC CIK 0000883677
$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
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMD 加仓+$3.65亿
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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 |
|---|---|---|---|---|---|---|---|---|
| LNN | LINDSAY CORP | $387.09万 | 0.01% | 31,267 | -4,914 | -13.6% | -$60.84万 | 减仓 |
| T | AT&T INC | $382.39万 | 0.01% | 184,730 | 29,194 | 18.8% | $60.43万 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $381.38万 | 0.01% | 374,265 | -1,089 | -0.3% | -$1.11万 | 减仓 |
| BKR | BAKER HUGHES CO | $378.42万 | 0.01% | 68,183 | -1,414,293 | -95.4% | -$7,849.33万 | 减仓 |
| PUBM | PUBMATIC INC-CLASS A | $377.51万 | 0.01% | 287,735 | 11,479 | 4.2% | $15.06万 | 加仓 |
| GERN | GERON CORP | $376.25万 | 0.01% | 2,939,469 | 2,578,624 | 714.6% | $330.06万 | 加仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $372.26万 | 0.01% | 295,213 | 247,016 | 512.5% | $311.49万 | 加仓 |
| ICHR | ICHOR HOLDINGS LTD | $372.16万 | 0.01% | 33,146 | 19,901 | 150.3% | $223.45万 | 加仓 |
| NGVT | INGEVITY CORP | $370.30万 | 0.01% | 49,592 | -14,991 | -23.2% | -$111.94万 | 减仓 |
| ONT | ONTERRIS INC | $367.68万 | 0.01% | 181,929 | 47,752 | 35.6% | $96.51万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HOLDING | $362.18万 | 0.01% | 75,865 | 75,865 | — | $362.18万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $359.37万 | 0.01% | 84,876 | -11,520 | -12.0% | -$48.78万 | 减仓 |
| PSMT | PRICESMART INC | $358.68万 | 0.01% | 18,362 | 121 | 0.7% | $2.36万 | 加仓 |
| CVSA | COVISTA INC | $356.83万 | 0.01% | 28,624 | -49,950 | -63.6% | -$622.68万 | 减仓 |
| TREE | LendingTree Inc | $355.23万 | 0.01% | 80,205 | 35,101 | 77.8% | $155.46万 | 加仓 |
| DDD | 3D SYSTEMS CORP | $354.52万 | 0.01% | 1,173,903 | 1,173,903 | — | $354.52万 | 新建仓 |
| IBM | INTL BUSINESS MACHINES CORP | $349.21万 | 0.01% | 12,418 | 2,004 | 19.2% | $56.35万 | 加仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $347.05万 | 0.01% | 69,093 | 15,473 | 28.9% | $77.72万 | 加仓 |
| GIC | GLOBAL INDUSTRIAL CO | $346.26万 | 0.01% | 103,486 | 11,055 | 12.0% | $36.99万 | 加仓 |
| LOW | LOWE'S COS INC | $345.57万 | 0.01% | 15,673 | -43,387 | -73.5% | -$956.64万 | 减仓 |
| CNMD | CONMED CORP | $342.93万 | 0.01% | 104,776 | -16,766 | -13.8% | -$54.88万 | 减仓 |
| GIS | GENERAL MILLS INC | $341.81万 | 0.01% | 98,222 | 53,798 | 121.1% | $187.22万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $339.87万 | 0.01% | 182,235 | -443,343 | -70.9% | -$826.83万 | 减仓 |
| ANGO | ANGIODYNAMICS INC | $336.40万 | 0.01% | 258,569 | 8,361 | 3.3% | $10.88万 | 加仓 |
| RDWR | RADWARE LTD | $333.08万 | 0.01% | 107,933 | -18 | -0.0% | -$555 | 减仓 |
| ALTO | ALTO INGREDIENTS INC | $332.78万 | 0.01% | 583,829 | 583,829 | — | $332.78万 | 新建仓 |
| OXY | OCCIDENTAL PETROLEUM CORP | $331.88万 | 0.01% | 68,330 | 64,906 | 1,895.6% | $315.25万 | 加仓 |
| LYFT | LYFT INC-A | $326.74万 | 0.01% | 223,641 | 184,938 | 477.8% | $270.19万 | 加仓 |
| MATV | MATIV HOLDINGS INC | $323.38万 | 0.01% | 427,180 | 163,774 | 62.2% | $123.98万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $321.17万 | 0.01% | 6,406 | -107 | -1.6% | -$5.36万 | 减仓 |
| PCTY | PAYLOCITY HOLDING CORP | $320.85万 | 0.01% | 30,695 | 30,695 | — | $320.85万 | 新建仓 |
| CERS | CERUS CORP | $319.40万 | 0.01% | 1,093,822 | 788,576 | 258.3% | $230.26万 | 加仓 |
| YUM | YUM! BRANDS INC | $312.11万 | 0.01% | 19,524 | 3,287 | 20.2% | $52.55万 | 加仓 |
| ZYME | ZYMEWORKS INC | $310.03万 | 0.01% | 118,603 | -88,251 | -42.7% | -$230.69万 | 减仓 |
| SMBK | Smartfinancial Inc | $308.03万 | 0.01% | 65,649 | 1,596 | 2.5% | $7.49万 | 加仓 |
| COKE | Coca-Cola Consolidated Inc | $307.72万 | 0.01% | 16,118 | 16,118 | — | $307.72万 | 新建仓 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | $304.00万 | 0.01% | 31,673 | -1,183 | -3.6% | -$11.35万 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $301.27万 | 0.01% | 247,351 | 14,215 | 6.1% | $17.31万 | 加仓 |
| ORCL | ORACLE CORP | $300.85万 | 0.01% | 20,529 | -68,023 | -76.8% | -$996.88万 | 减仓 |
| CFFN | CAPITOL FEDERAL FINANCIAL IN | $298.51万 | 0.01% | 350,779 | 19,398 | 5.9% | $16.51万 | 加仓 |
| PFE | PFIZER INC | $294.94万 | 0.01% | 122,482 | 35,394 | 40.6% | $85.23万 | 加仓 |
| IVT | INVENTRUST PROPERTIES CORP | $294.45万 | 0.01% | 83,179 | -20,819 | -20.0% | -$73.70万 | 减仓 |
| B | BARRICK MINING CORP | $292.89万 | 0.01% | 79,741 | -585,833 | -88.0% | -$2,151.76万 | 减仓 |
| APA | APA CORP | $292.40万 | 0.01% | 89,776 | 32,320 | 56.3% | $105.27万 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $291.69万 | 0.01% | 66,505 | -8,966 | -11.9% | -$39.32万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $290.42万 | 0.01% | 3,878 | 974 | 33.5% | $72.94万 | 加仓 |
| WMB | WILLIAMS COS INC | $287.23万 | 0.01% | 38,638 | -35,585 | -47.9% | -$264.54万 | 减仓 |
| ATLC | Atlanticus Holdings Corp | $286.22万 | 0.01% | 27,992 | -39 | -0.1% | -$3,988 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $286.12万 | 0.01% | 35,103 | -426,090 | -92.4% | -$3,473.06万 | 减仓 |
| URI | UNITED RENTALS INC | $286.05万 | 0.01% | 2,525 | 0 | 0.0% | — | 不变 |
| BWB | BRIDGEWATER BANCSHARES INC | $285.90万 | 0.01% | 135,884 | 63,916 | 88.8% | $134.48万 | 加仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $281.69万 | 0.01% | 218,530 | 218,530 | — | $281.69万 | 新建仓 |
| GTN | GRAY MEDIA INC | $281.37万 | 0.01% | 708,745 | 238,759 | 50.8% | $94.79万 | 加仓 |
| ASPN | ASPEN AEROGELS INC | $280.51万 | 0.01% | 442,448 | 414,545 | 1,485.7% | $262.82万 | 加仓 |
| KINS | Kingstone Cos Inc | $276.70万 | 0.01% | 145,403 | 31,992 | 28.2% | $60.88万 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $275.75万 | 0.01% | 329,060 | 329,060 | — | $275.75万 | 新建仓 |
| STRT | STRATTEC SECURITY CORP | $275.52万 | 0.01% | 33,827 | 18,535 | 121.2% | $150.97万 | 加仓 |
| MKSI | MKS INC | $274.57万 | 0.01% | 6,173 | 3,998 | 183.8% | $177.83万 | 加仓 |
| NBBK | NB BANCORP INC | $273.33万 | 0.01% | 129,355 | -20,741 | -13.8% | -$43.83万 | 减仓 |
| NWN | NORTHWEST NATURAL HOLDING CO | $273.26万 | 0.01% | 55,700 | -827 | -1.5% | -$4.06万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $272.41万 | 0.01% | 74,024 | -24,031 | -24.5% | -$88.43万 | 减仓 |
| SOLS | SOLSTICE ADV MATERIALS INC | $271.94万 | 0.01% | 30,693 | 2,830 | 10.2% | $25.07万 | 加仓 |
| WRB | WR BERKLEY CORP | $270.93万 | 0.01% | 38,414 | 5,620 | 17.1% | $39.64万 | 加仓 |
| SYK | STRYKER CORP | $270.54万 | 0.01% | 8,593 | -9,371 | -52.2% | -$295.04万 | 减仓 |
| LILAK | LIBERTY LATIN AMERIC-CL C | $269.82万 | 0.01% | 346,363 | 190,765 | 122.6% | $148.61万 | 加仓 |
| PGR | PROGRESSIVE CORP | $269.09万 | 0.01% | 12,318 | 1,540 | 14.3% | $33.64万 | 加仓 |
| ROL | ROLLINS INC | $267.47万 | 0.01% | 64,079 | -40,338 | -38.6% | -$168.37万 | 减仓 |
| HSTM | HEALTHSTREAM INC | $267.46万 | 0.01% | 98,152 | -117,077 | -54.4% | -$319.03万 | 减仓 |
| MKC | MCCORMICK & CO-NON VTG SHRS | $266.93万 | 0.01% | 52,942 | 14,337 | 37.1% | $72.29万 | 加仓 |
| OUST | OUSTER INC | $265.72万 | 0.01% | 42,502 | -59,410 | -58.3% | -$371.43万 | 减仓 |
| CRC | CALIFORNIA RESOURCES CORP | $264.42万 | 0.01% | 50,014 | 2,854 | 6.1% | $15.09万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $262.75万 | 0.01% | 5,159 | 4,105 | 389.5% | $209.07万 | 加仓 |
| AJG | ARTHUR J GALLAGHER & CO | $262.70万 | 0.01% | 11,443 | 2,207 | 23.9% | $50.67万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $260.46万 | 0.01% | 28,704 | -285,945 | -90.9% | -$2,594.66万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC-A | $259.77万 | 0.01% | 18,267 | -58,786 | -76.3% | -$836.00万 | 减仓 |
| — | FB BANCORP INC | $259.75万 | 0.01% | 172,477 | 9,965 | 6.1% | $15.01万 | 加仓 |
| — | SERVICE PROPERTIES TRUST | $259.28万 | 0.01% | 1,534,201 | 1,450,925 | 1,742.3% | $245.21万 | 加仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $259.19万 | 0.01% | 88,765 | 51,461 | 138.0% | $150.27万 | 加仓 |
| KDP | Keurig Dr Pepper Inc | $258.22万 | 0.01% | 78,893 | 21,967 | 38.6% | $71.90万 | 加仓 |
| HRL | HORMEL FOODS CORP | $258.15万 | 0.01% | 104,009 | 13,029 | 14.3% | $32.34万 | 加仓 |
| UNFI | UNITED NATURAL FOODS INC | $257.65万 | 0.01% | 56,416 | -128,565 | -69.5% | -$587.16万 | 减仓 |
| CTAS | CINTAS CORP | $257.37万 | 0.01% | 15,132 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $256.36万 | 0.01% | 3,844 | -853 | -18.2% | -$56.89万 | 减仓 |
| QFIN | QFIN HOLDINGS INC-ADR | $255.83万 | 0.01% | 161,818 | 161,818 | — | $255.83万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING | $255.28万 | 0.01% | 11,399 | 6,861 | 151.2% | $153.65万 | 加仓 |
| VSTM | VERASTEM INC | $254.75万 | 0.01% | 666,874 | 422,771 | 173.2% | $161.50万 | 加仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $253.37万 | 0.01% | 171,541 | -61,143 | -26.3% | -$90.31万 | 减仓 |
| ABEO | Abeona Therapeutics Inc | $252.81万 | 0.01% | 409,075 | 209,930 | 105.4% | $129.74万 | 加仓 |
| CB | Chubb Ltd | $251.60万 | 0.01% | 7,384 | -1,247 | -14.4% | -$42.49万 | 减仓 |
| TSCO | TRACTOR SUPPLY COMPANY | $250.86万 | 0.01% | 79,360 | 54,018 | 213.2% | $170.75万 | 加仓 |
| FOX | FOX CORP - CLASS B | $250.43万 | 0.01% | 53,465 | 13,894 | 35.1% | $65.08万 | 加仓 |
| AZO | AUTOZONE INC | $249.28万 | 0.01% | 780 | 165 | 26.8% | $52.73万 | 加仓 |
| ADM | ARCHER-DANIELS-MIDLAND CO | $248.96万 | 0.01% | 32,586 | 28,530 | 703.4% | $217.97万 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | $248.42万 | 0.01% | 42,950 | 2,101 | 5.1% | $12.15万 | 加仓 |
| CBC | CENTRAL BANCOMPANY | $246.77万 | 0.01% | 81,228 | 81,228 | — | $246.77万 | 新建仓 |
| MTW | MANITOWOC COMPANY INC | $243.95万 | 0.01% | 175,630 | 54,591 | 45.1% | $75.83万 | 加仓 |
| NATR | NATURES SUNSHINE PRODS INC | $242.74万 | 0.01% | 111,347 | 65,453 | 142.6% | $142.69万 | 加仓 |
| OKTA | OKTA INC | $242.05万 | 0.01% | 17,739 | 14,970 | 540.6% | $204.27万 | 重新持有 |
| FLXS | FLEXSTEEL INDS | $238.40万 | 0.01% | 32,008 | 5,944 | 22.8% | $44.27万 | 加仓 |
| ABX | ABACUS GLOBAL MANAGEMENT INC | $233.57万 | 0.01% | 218,089 | 218,089 | — | $233.57万 | 新建仓 |