DEUTSCHE BANK AG\
FRANKFURT AM MAIN 2M · SEC CIK 0000948046
$3,444.26亿2026Q2 申报市值
3,699持仓数
26.3%前十大占比 · 第一大 5.3%
272 / 210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
WMT 加仓+$7.39亿
AMZN 加仓+$7.08亿
TSLA 加仓+$6.23亿
GOOGL 加仓+$4.22亿
NVDA 加仓+$4.10亿
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$18.05亿
SNDK 减仓-$9.86亿
DELL 减仓-$7.07亿
GLW 减仓-$6.69亿
INTC 减仓-$4.14亿
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $183.99亿 | 5.34% | 91,954,159 | 2,051,501 | 2.3% | $4.10亿 | 加仓 |
| AAPL | APPLE INC | $136.58亿 | 3.97% | 47,201,961 | 637,639 | 1.4% | $1.85亿 | 加仓 |
| MSFT | MICROSOFT CORP | $121.47亿 | 3.53% | 32,564,249 | -50,875 | -0.2% | -$1,897.74万 | 减仓 |
| GOOGL | ALPHABET INC | $109.19亿 | 3.17% | 30,552,576 | 1,179,742 | 4.0% | $4.22亿 | 加仓 |
| AMZN | AMAZON COM INC | $84.08亿 | 2.44% | 35,278,110 | 2,970,083 | 9.2% | $7.08亿 | 加仓 |
| GOOG | ALPHABET INC | $61.17亿 | 1.78% | 17,313,729 | 913,666 | 5.6% | $3.23亿 | 加仓 |
| AVGO | BROADCOM INC | $56.61亿 | 1.64% | 14,986,674 | 198,623 | 1.3% | $7,502.98万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $55.35亿 | 1.61% | 4,794,836 | 123,919 | 2.7% | $1.43亿 | 加仓 |
| META | META PLATFORMS INC | $52.09亿 | 1.51% | 9,247,543 | 583,056 | 6.7% | $3.28亿 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $46.65亿 | 1.35% | 8,030,571 | -227,779 | -2.8% | -$1.32亿 | 减仓 |
| LLY | ELI LILLY & CO | $40.54亿 | 1.18% | 3,379,627 | -168,145 | -4.7% | -$2.02亿 | 减仓 |
| TSLA | TESLA INC | $40.39亿 | 1.17% | 9,603,163 | 1,481,088 | 18.2% | $6.23亿 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $39.78亿 | 1.15% | 15,661,323 | 1,225,676 | 8.5% | $3.11亿 | 加仓 |
| INTC | INTEL CORP | $34.60亿 | 1.00% | 24,778,473 | -2,965,005 | -10.7% | -$4.14亿 | 减仓 |
| TTE | TOTALENERGIES SE | $33.89亿 | 0.98% | 43,577,836 | 652,149 | 1.5% | $5,071.11万 | 加仓 |
| V | VISA INC | $30.50亿 | 0.89% | 8,889,958 | 79,305 | 0.9% | $2,720.88万 | 加仓 |
| AMAT | APPLIED MATLS INC | $28.90亿 | 0.84% | 3,997,687 | -2,497,034 | -38.4% | -$18.05亿 | 减仓 |
| ABBV | ABBVIE INC | $27.11亿 | 0.79% | 10,772,949 | 1,241,587 | 13.0% | $3.12亿 | 加仓 |
| DB | DEUTSCHE BK AG | $25.91亿 | 0.75% | 76,744,247 | 6,867,681 | 9.8% | $2.32亿 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $25.89亿 | 0.75% | 7,909,780 | -401,606 | -4.8% | -$1.31亿 | 减仓 |
| AZN | ASTRAZENECA PLC | $23.97亿 | 0.70% | 12,640,672 | 510,948 | 4.2% | $9,688.60万 | 加仓 |
| BAC | BANK OF AMER CORP | $23.59亿 | 0.68% | 41,403,518 | -4,734,548 | -10.3% | -$2.70亿 | 减仓 |
| WMT | WALMART INC | $21.07亿 | 0.61% | 18,607,297 | 6,525,224 | 54.0% | $7.39亿 | 加仓 |
| CSCO | CISCO SYS INC | $19.97亿 | 0.58% | 17,001,568 | 235,666 | 1.4% | $2,768.13万 | 加仓 |
| LIN | LINDE PLC | $19.07亿 | 0.55% | 3,673,891 | 35,770 | 1.0% | $1,856.25万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $19.03亿 | 0.55% | 4,390,915 | -108,365 | -2.4% | -$4,695.78万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $18.89亿 | 0.55% | 3,678,859 | 552,012 | 17.7% | $2.84亿 | 加仓 |
| ENB | ENBRIDGE INC | $18.51亿 | 0.54% | 34,135,814 | -442,537 | -1.3% | -$2,398.99万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $16.91亿 | 0.49% | 9,488,249 | 901,399 | 10.5% | $1.61亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $16.38亿 | 0.48% | 3,273,809 | -293,662 | -8.2% | -$1.47亿 | 减仓 |
| NEE | NEXTERA ENERGY INC | $15.99亿 | 0.46% | 18,216,533 | 505,766 | 2.9% | $4,439.11万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $15.90亿 | 0.46% | 9,357,496 | 388,354 | 4.3% | $6,597.36万 | 加仓 |
| MRK | MERCK & CO INC | $15.37亿 | 0.45% | 11,964,180 | -576,594 | -4.6% | -$7,409.23万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $15.36亿 | 0.45% | 1,591,694 | -167,480 | -9.5% | -$1.62亿 | 减仓 |
| ABT | ABBOTT LABORATORIES | $15.16亿 | 0.44% | 16,706,669 | 2,614,965 | 18.6% | $2.37亿 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $14.81亿 | 0.43% | 4,343,546 | -205,167 | -4.5% | -$6,996.61万 | 减仓 |
| — | EXXON MOBIL CORP | $14.62亿 | 0.42% | 10,691,402 | -1,322,827 | -11.0% | -$1.81亿 | 减仓 |
| CAT | CATERPILLAR INC | $14.53亿 | 0.42% | 1,364,014 | 3,133 | 0.2% | $333.63万 | 加仓 |
| MDT | MEDTRONIC PLC | $14.43亿 | 0.42% | 18,449,877 | -552,537 | -2.9% | -$4,322.50万 | 减仓 |
| NFLX | NETFLIX INC. | $14.37亿 | 0.42% | 20,124,118 | 1,764,502 | 9.6% | $1.26亿 | 加仓 |
| PG | PROCTER & GAMBLE CO | $14.24亿 | 0.41% | 9,712,971 | 591,997 | 6.5% | $8,681.04万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $13.69亿 | 0.40% | 1,463,192 | 109,754 | 8.1% | $1.03亿 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $13.62亿 | 0.40% | 8,780,754 | 51,458 | 0.6% | $798.27万 | 加仓 |
| SNDK | SANDISK CORP | $13.49亿 | 0.39% | 593,382 | -433,630 | -42.2% | -$9.86亿 | 减仓 |
| KO | COCA COLA CO | $13.46亿 | 0.39% | 16,563,611 | 1,103,350 | 7.1% | $8,966.93万 | 加仓 |
| WMB | WILLIAMS COS INC | $13.10亿 | 0.38% | 17,615,045 | -1,353,178 | -7.1% | -$1.01亿 | 减仓 |
| KLAC | KLA CORP | $12.31亿 | 0.36% | 4,081,615 | -568,515 | -12.2% | -$1.72亿 | 减仓 |
| APH | AMPHENOL CORP | $12.19亿 | 0.35% | 6,911,994 | 506,047 | 7.9% | $8,922.62万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $11.97亿 | 0.35% | 10,257,866 | 115,819 | 1.1% | $1,351.26万 | 加仓 |
| UBS | UBS GROUP AG | $11.97亿 | 0.35% | 24,147,522 | -7,775,104 | -24.4% | -$3.85亿 | 减仓 |
| CVX | CHEVRON CORPORATION | $11.90亿 | 0.35% | 7,176,502 | 1,868,257 | 35.2% | $3.10亿 | 加仓 |
| QCOM | QUALCOMM INC | $11.78亿 | 0.34% | 6,376,694 | 137,369 | 2.2% | $2,538.44万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $11.67亿 | 0.34% | 3,916,888 | 1,005,467 | 34.5% | $3.00亿 | 加仓 |
| PEP | PEPSICO INC | $11.55亿 | 0.34% | 8,533,926 | -478,978 | -5.3% | -$6,485.36万 | 减仓 |
| WELL | WELLTOWER INC | $11.29亿 | 0.33% | 4,975,818 | -168,576 | -3.3% | -$3,826.17万 | 减仓 |
| EQIX | EQUINIX INC | $11.19亿 | 0.32% | 1,073,427 | -71,335 | -6.2% | -$7,435.89万 | 减仓 |
| SLB | SLB LIMITED | $11.13亿 | 0.32% | 23,929,933 | -1,310,746 | -5.2% | -$6,093.66万 | 减仓 |
| PGR | PROGRESSIVE CORP | $10.99亿 | 0.32% | 5,030,160 | 209,607 | 4.3% | $4,578.86万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $10.96亿 | 0.32% | 6,701,631 | -1,067,722 | -13.7% | -$1.75亿 | 减仓 |
| GE | GE AEROSPACE | $10.87亿 | 0.32% | 2,907,195 | -590,575 | -16.9% | -$2.21亿 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $10.77亿 | 0.31% | 11,751,973 | -176,188 | -1.5% | -$1,615.29万 | 减仓 |
| TXN | TEXAS INSTRS INC | $10.71亿 | 0.31% | 3,592,938 | 191,591 | 5.6% | $5,710.75万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $10.69亿 | 0.31% | 14,807,469 | 624,635 | 4.4% | $4,507.37万 | 加仓 |
| UNP | UNION PAC CORP | $10.67亿 | 0.31% | 3,921,166 | -133,475 | -3.3% | -$3,630.52万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $10.54亿 | 0.31% | 4,281,492 | 50,169 | 1.2% | $1,235.26万 | 加仓 |
| TRP | TC ENERGY CORP | $10.49亿 | 0.30% | 15,821,521 | 196,543 | 1.3% | $1,302.88万 | 加仓 |
| GEV | GE VERNOVA INC | $10.31亿 | 0.30% | 877,600 | 118,716 | 15.6% | $1.39亿 | 加仓 |
| HD | HOME DEPOT INC | $10.09亿 | 0.29% | 2,860,316 | 77,701 | 2.8% | $2,740.36万 | 加仓 |
| ALL | ALLSTATE CORP | $10.09亿 | 0.29% | 4,239,087 | 1,315,314 | 45.0% | $3.13亿 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $10.01亿 | 0.29% | 2,407,436 | -127,872 | -5.0% | -$5,314.74万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $9.95亿 | 0.29% | 4,442,676 | 368,359 | 9.0% | $8,249.40万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $9.88亿 | 0.29% | 1,009,679 | 119,644 | 13.4% | $1.17亿 | 加仓 |
| PLD | PROLOGIS INC. | $9.69亿 | 0.28% | 7,152,570 | 226,909 | 3.3% | $3,073.94万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $9.61亿 | 0.28% | 3,416,803 | -146,332 | -4.1% | -$4,115.00万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $9.31亿 | 0.27% | 7,008,634 | 1,024,516 | 17.1% | $1.36亿 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $9.28亿 | 0.27% | 2,743,385 | 40,056 | 1.5% | $1,354.89万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $9.18亿 | 0.27% | 7,269,170 | 1,046,842 | 16.8% | $1.32亿 | 加仓 |
| NEM | NEWMONT CORP | $9.11亿 | 0.26% | 9,755,675 | 588,278 | 6.4% | $5,494.52万 | 加仓 |
| SRE | SEMPRA | $8.97亿 | 0.26% | 9,671,008 | 341,518 | 3.7% | $3,166.21万 | 加仓 |
| ORCL | ORACLE CORP | $8.91亿 | 0.26% | 6,081,070 | 19,668 | 0.3% | $288.23万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $8.86亿 | 0.26% | 1,386,468 | -486,328 | -26.0% | -$3.11亿 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $8.84亿 | 0.26% | 20,882,074 | 1,305,471 | 6.7% | $5,527.36万 | 加仓 |
| ETN | EATON CORP PLC | $8.71亿 | 0.25% | 2,044,746 | -187,472 | -8.4% | -$7,988.56万 | 减仓 |
| TJX | TJX COS INC NEW | $8.67亿 | 0.25% | 5,722,118 | 865,186 | 17.8% | $1.31亿 | 加仓 |
| WFC | WELLS FARGO & CO | $8.59亿 | 0.25% | 10,399,699 | -1,459,557 | -12.3% | -$1.21亿 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $8.58亿 | 0.25% | 1,869,749 | -176,390 | -8.6% | -$8,098.59万 | 减仓 |
| AMGN | AMGEN INC | $8.53亿 | 0.25% | 2,355,705 | 99,946 | 4.4% | $3,619.24万 | 加仓 |
| C | CITIGROUP INC | $8.18亿 | 0.24% | 5,844,492 | -1,864,614 | -24.2% | -$2.61亿 | 减仓 |
| TRGP | TARGA RES CORP | $8.11亿 | 0.24% | 3,025,248 | 539,582 | 21.7% | $1.45亿 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $7.92亿 | 0.23% | 782,733 | -132,034 | -14.4% | -$1.34亿 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $7.84亿 | 0.23% | 1,579,110 | 41,374 | 2.7% | $2,055.17万 | 加仓 |
| T | AT&T INC | $7.75亿 | 0.22% | 37,432,242 | 5,120,122 | 15.8% | $1.06亿 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $7.71亿 | 0.22% | 17,503,887 | 5,215,355 | 42.4% | $2.30亿 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.59亿 | 0.22% | 1,588,382 | -89,388 | -5.3% | -$4,268.90万 | 减仓 |
| PFE | PFIZER INC | $7.58亿 | 0.22% | 31,492,018 | 63,031 | 0.2% | $151.78万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $7.53亿 | 0.22% | 13,016,006 | 140,351 | 1.1% | $811.79万 | 加仓 |
| ADBE | ADOBE INC | $7.50亿 | 0.22% | 3,659,169 | 258,424 | 7.6% | $5,298.21万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $7.49亿 | 0.22% | 6,771,976 | 974,394 | 16.8% | $1.08亿 | 加仓 |
| RTX | RTX CORPORATION | $7.26亿 | 0.21% | 3,825,965 | 616,156 | 19.2% | $1.17亿 | 加仓 |
| CNI | CANADIAN NATL RY CO | $7.23亿 | 0.21% | 6,062,146 | -1,142,973 | -15.9% | -$1.36亿 | 减仓 |