MORGAN STANLEY
NEW YORK NY · SEC CIK 0000895421
$1.89万亿2026Q2 申报市值
8,402持仓数
21.1%前十大占比 · 第一大 3.8%
442 / 391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
NVDA 加仓+$26.94亿
SPCX 新建仓+$23.12亿
MCK 加仓+$22.72亿
HONA 新建仓+$20.53亿
MU 加仓+$18.80亿
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$61.36亿
IWM 减仓-$33.25亿
HON 减仓-$19.70亿
CRM 减仓-$13.10亿
SNDK 减仓-$9.97亿
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 |
|---|---|---|---|---|---|---|---|---|
| — | VISIONWAVE HOLDINGS INC | $1.17万 | 0.00% | 2,719 | -1,326 | -32.8% | -$5,702 | 减仓 |
| — | PATRICK INDS INC | $1.18万 | 0.00% | 8,000 | 0 | 0.0% | — | 不变 |
| EMBD | GLOBAL X FDS | $1.20万 | 0.00% | 500 | -2 | -0.4% | -$48 | 减仓 |
| — | RENT THE RUNWAY INC | $1.20万 | 0.00% | 3,803 | 473 | 14.2% | $1,490 | 加仓 |
| VUSE | ETF SER SOLUTIONS | $1.20万 | 0.00% | 166 | -100 | -37.6% | -$7,231 | 减仓 |
| TMAT | NORTHERN LTS FD TR IV | $1.21万 | 0.00% | 383 | 382 | 38,200.0% | $1.20万 | 加仓 |
| — | SAFE PRO GROUP INC | $1.21万 | 0.00% | 2,793 | -5,927 | -68.0% | -$2.57万 | 减仓 |
| BGRN | ISHARES TR | $1.21万 | 0.00% | 255 | -1 | -0.4% | -$47 | 减仓 |
| — | BOLT BIOTHERAPEUTICS INC | $1.21万 | 0.00% | 3,145 | -44 | -1.4% | -$169 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.22万 | 0.00% | 501 | 500 | 50,000.0% | $1.22万 | 加仓 |
| — | MESA RTY TR | $1.22万 | 0.00% | 3,941 | -1,261 | -24.2% | -$3,909 | 减仓 |
| — | ORION DIGITAL CORP | $1.23万 | 0.00% | 14,463 | -9,381 | -39.3% | -$7,974 | 减仓 |
| — | J & FRIENDS HOLDINGS LTD | $1.24万 | 0.00% | 11,550 | 0 | 0.0% | — | 不变 |
| — | SEI EXCHANGE TRADED FUNDS | $1.24万 | 0.00% | 491 | 491 | — | $1.24万 | 新建仓 |
| — | ALTISOURCE PORTFOLIO SOLUTIO | $1.24万 | 0.00% | 1,651 | -10 | -0.6% | -$75 | 减仓 |
| — | SS INNOVATIONS INTERNATIONAL | $1.25万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| — | THORNBURG ETF TR | $1.25万 | 0.00% | 496 | 496 | — | $1.25万 | 新建仓 |
| — | SAGTEC GLOBAL LTD | $1.25万 | 0.00% | 10,000 | 10,000 | — | $1.25万 | 新建仓 |
| — | CREATIVE MEDIA & CMNTY TR | $1.25万 | 0.00% | 3,858 | 3,858 | — | $1.25万 | 新建仓 |
| DRSK | ETF SER SOLUTIONS | $1.26万 | 0.00% | 438 | 1 | 0.2% | $29 | 加仓 |
| — | PROSHARES TR | $1.26万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $1.26万 | 0.00% | 325 | -4,844 | -93.7% | -$18.84万 | 减仓 |
| — | JYONG BIOTECH LTD | $1.27万 | 0.00% | 6,112 | -189 | -3.0% | -$391 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $1.27万 | 0.00% | 500 | -12,200 | -96.1% | -$30.88万 | 减仓 |
| — | DDC ENTERPRISE LTD | $1.27万 | 0.00% | 13,625 | 3,625 | 36.2% | $3,371 | 加仓 |
| — | FULL HSE RESORTS INC | $1.27万 | 0.00% | 4,561 | 5 | 0.1% | $14 | 加仓 |
| — | TEMA ETF TRUST | $1.28万 | 0.00% | 352 | 352 | — | $1.28万 | 新建仓 |
| — | VANECK ETF TRUST | $1.28万 | 0.00% | 779 | -4,301 | -84.7% | -$7.08万 | 减仓 |
| — | SENSUS HEALTHCARE INC | $1.29万 | 0.00% | 4,267 | -1,000 | -19.0% | -$3,020 | 减仓 |
| — | TRUGOLF HLDGS INC | $1.29万 | 0.00% | 10,000 | 9,999 | 999,900.0% | $1.29万 | 加仓 |
| — | TWO RDS SHARED TR | $1.29万 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| — | LIBERTY DEFENSE HLDGS LTD | $1.29万 | 0.00% | 3,206 | 3,206 | — | $1.29万 | 新建仓 |
| — | SPDR SERIES TRUST | $1.29万 | 0.00% | 66 | 43 | 187.0% | $8,421 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $1.29万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $1.29万 | 0.00% | 547 | -271 | -33.1% | -$6,416 | 减仓 |
| — | GENASYS INC | $1.30万 | 0.00% | 7,650 | 0 | 0.0% | — | 不变 |
| — | FIRST NORTHWEST BANCORP | $1.31万 | 0.00% | 1,216 | -76 | -5.9% | -$822 | 减仓 |
| — | IRHYTHM HOLDINGS INC | $1.32万 | 0.00% | 12,000 | -300,000 | -96.2% | -$32.90万 | 减仓 |
| — | BTCS INC | $1.32万 | 0.00% | 11,893 | -56 | -0.5% | -$62 | 减仓 |
| — | VANECK ETF TRUST | $1.32万 | 0.00% | 192 | 192 | — | $1.32万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $1.33万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $1.33万 | 0.00% | 265 | 65 | 32.5% | $3,259 | 加仓 |
| — | LISTED FDS TR | $1.33万 | 0.00% | 319 | -823 | -72.1% | -$3.44万 | 减仓 |
| — | CALAMOS ETF TR | $1.33万 | 0.00% | 500 | 500 | — | $1.33万 | 新建仓 |
| — | FREIGHTOS LTD | $1.34万 | 0.00% | 8,801 | 0 | 0.0% | — | 不变 |
| — | INCANNEX HEALTHCARE INC | $1.34万 | 0.00% | 3,558 | 1,493 | 72.3% | $5,614 | 加仓 |
| — | ADVISORSHARES TR | $1.34万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.35万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| — | US GOLDMINING INC | $1.35万 | 0.00% | 1,658 | -145 | -8.0% | -$1,179 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $1.35万 | 0.00% | 615 | 360 | 141.2% | $7,919 | 加仓 |
| CMDT | PIMCO ETF TR | $1.36万 | 0.00% | 443 | 0 | 0.0% | — | 不变 |
| — | BARON ETF TR | $1.38万 | 0.00% | 425 | -8,283 | -95.1% | -$26.91万 | 减仓 |
| — | PODCASTONE INC | $1.39万 | 0.00% | 3,106 | 632 | 25.5% | $2,825 | 加仓 |
| — | FLYEXCLUSIVE INC | $1.40万 | 0.00% | 6,987 | 442 | 6.8% | $884 | 加仓 |
| — | MASTECH HLDGS INC | $1.40万 | 0.00% | 1,812 | 142 | 8.5% | $1,098 | 加仓 |
| — | VANECK ETF TRUST | $1.41万 | 0.00% | 549 | 549 | — | $1.41万 | 新建仓 |
| — | TRANSACT TECHNOLOGIES INC | $1.42万 | 0.00% | 2,431 | 0 | 0.0% | — | 不变 |
| NAPR | INNOVATOR ETFS TRUST | $1.43万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| — | BLINK CHARGING CO | $1.43万 | 0.00% | 22,414 | -392 | -1.7% | -$251 | 减仓 |
| — | FRANKLIN ETHEREUM TR | $1.44万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| — | INMUNE BIO INC | $1.44万 | 0.00% | 8,853 | -35,758 | -80.2% | -$5.83万 | 减仓 |
| — | AIM IMMUNOTECH INC | $1.44万 | 0.00% | 50,864 | 50,000 | 5,787.0% | $1.42万 | 加仓 |
| — | UNIFI INC | $1.45万 | 0.00% | 3,045 | -477 | -13.5% | -$2,266 | 减仓 |
| — | LULUS FASHION LOUNGE HOLDING | $1.45万 | 0.00% | 1,754 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $1.45万 | 0.00% | 476 | 476 | — | $1.45万 | 新建仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $1.45万 | 0.00% | 2,200 | -6,620 | -75.1% | -$4.38万 | 减仓 |
| — | BLUEROCK HOMES TRUST INC | $1.46万 | 0.00% | 1,617 | -210 | -11.5% | -$1,890 | 减仓 |
| — | BEAM GLOBAL | $1.46万 | 0.00% | 11,252 | -999 | -8.2% | -$1,299 | 减仓 |
| IWLG | NEW YORK LIFE INVTS ACTIVE E | $1.47万 | 0.00% | 260 | -239 | -47.9% | -$1.35万 | 重新持有 |
| — | SPROTT FDS TR | $1.48万 | 0.00% | 1,181 | 1,181 | — | $1.48万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.48万 | 0.00% | 521 | 0 | 0.0% | — | 不变 |
| — | ENVERIC BIOSCIENCES INC | $1.48万 | 0.00% | 10,733 | 10,733 | — | $1.48万 | 新建仓 |
| — | AMPLIFY COMMODITY TRUST | $1.48万 | 0.00% | 100 | -1,213 | -92.4% | -$18.00万 | 减仓 |
| — | REIN THERAPEUTICS INC | $1.49万 | 0.00% | 14,318 | 14,318 | — | $1.49万 | 新建仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $1.50万 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| ULVM | VICTORY PORTFOLIOS II | $1.50万 | 0.00% | 141 | 1 | 0.7% | $106 | 加仓 |
| — | MAYS J W INC | $1.50万 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| — | RBB FUND TRUST | $1.50万 | 0.00% | 1,020 | 1,020 | — | $1.50万 | 新建仓 |
| NJAN | INNOVATOR ETFS TRUST | $1.50万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| — | IDENTIV INC | $1.51万 | 0.00% | 5,980 | 524 | 9.6% | $1,321 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $1.51万 | 0.00% | 388 | 70 | 22.0% | $2,725 | 加仓 |
| USSE | SEGALL BRYANT & HAMILL TR | $1.52万 | 0.00% | 376 | -497 | -56.9% | -$2.01万 | 减仓 |
| — | CIBUS INC | $1.52万 | 0.00% | 11,080 | -41,709 | -79.0% | -$5.71万 | 减仓 |
| — | PGIM ETF TR | $1.52万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| DFGX | DIMENSIONAL ETF TRUST | $1.53万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $1.54万 | 0.00% | 1,500 | 1,500 | — | $1.54万 | 新建仓 |
| — | GRI BIO INC | $1.55万 | 0.00% | 8,737 | 8,737 | — | $1.55万 | 新建仓 |
| — | REX ETF TR | $1.55万 | 0.00% | 690 | 565 | 452.0% | $1.27万 | 加仓 |
| GMOI | GMO ETF TRUST | $1.56万 | 0.00% | 415 | -725 | -63.6% | -$2.72万 | 减仓 |
| — | ROUNDHILL ETF TRUST | $1.56万 | 0.00% | 500 | 499 | 49,900.0% | $1.55万 | 重新持有 |
| AGMB | AGOMAB THERAPEUTICS NV | $1.56万 | 0.00% | 1,200 | -1,825 | -60.3% | -$2.37万 | 减仓 |
| — | RUANYUN EDAI TECHNOLOGY INC | $1.56万 | 0.00% | 15,000 | 15,000 | — | $1.56万 | 新建仓 |
| — | WHEELER REAL ESTATE INVT TR | $1.56万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.56万 | 0.00% | 577 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.56万 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| — | TURBO ENERGY S A | $1.57万 | 0.00% | 10,001 | -10,937 | -52.2% | -$1.72万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $1.57万 | 0.00% | 734 | 59 | 8.7% | $1,265 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $1.58万 | 0.00% | 401 | -150 | -27.2% | -$5,908 | 减仓 |
| — | STRATEGY SHS | $1.60万 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| — | SPECIAL OPPORTUNITIES FD INC | $1.61万 | 0.00% | 646 | 0 | 0.0% | — | 不变 |