13F 机构持仓

DEUTSCHE BANK AG\

FRANKFURT AM MAIN 2M · SEC CIK 0000948046

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3,444.26亿2026Q2
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 5.3%
AAPL 4.0%
MSFT 3.5%
GOOGL 3.2%
AMZN 2.4%
GOOG 1.8%
AVGO 1.6%
MU 1.6%
META 1.5%
AMD 1.4%

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
MG MISTRAS GROUP INC $680.44万0.00%389,488 10,0342.6% $17.53万 加仓
ALNT ALLIENT INC $681.33万0.00%66,194 46,688239.4% $480.56万 加仓
IWO ISHARES TR $681.55万0.00%17,300 17,26549,328.6% $680.17万 加仓
ELS EQUITY LIFESTYLE PROPERTIES $681.71万0.00%105,773 -202,642-65.7% -$1,306.03万 减仓
FTDR FRONTDOOR INC $682.51万0.00%87,964 -372,004-80.9% -$2,886.38万 减仓
PRGS PROGRESS SOFTWARE CORP $685.65万0.00%204,183 -7,678-3.6% -$25.78万 减仓
MUR MURPHY OIL CORP $686.62万0.00%210,878 24,68813.3% $80.38万 加仓
SKM SK TELECOM CO LTD $688.64万0.00%214,129 -7,020-3.2% -$22.58万 减仓
INGM INGRAM MICRO HLDG CORP $690.88万0.00%251,872 251,872— $690.88万 新建仓
ETSY ETSY INC $695.72万0.00%92,356 38,20970.6% $287.83万 加仓
GTX GARRETT MOTION INC $696.09万0.00%192,132 -230,095-54.5% -$833.63万 减仓
CGEM CULLINAN THERAPEUTICS INC $697.15万0.00%382,840 14,9344.1% $27.19万 加仓
— RIVIAN AUTOMOTIVE INC $703.12万0.00%5,936,000 727,00014.0% $86.11万 加仓
SUB ISHARES TR $703.54万0.00%66,079 -431-0.6% -$4.59万 减仓
HGV HILTON GRAND VACATIONS INC $706.09万0.00%134,827 4,7463.6% $24.85万 加仓
POR PORTLAND GEN ELEC CO $706.29万0.00%136,271 -31,420-18.7% -$162.85万 减仓
JXN JACKSON FINANCIAL INC $706.73万0.00%69,023 10,46117.9% $107.11万 加仓
CPRI CAPRI HOLDINGS LIMITED $708.01万0.00%381,265 80,72426.9% $149.90万 加仓
SBRA SABRA HEALTH CARE REIT INC $708.69万0.00%363,245 33,04610.0% $64.47万 加仓
MUSA MURPHY USA INC $712.06万0.00%13,214 7125.7% $38.37万 加仓
SNX TD SYNNEX CORPORATION $714.57万0.00%26,729 -33,657-55.7% -$899.79万 减仓
OTEX OPEN TEXT CORP $717.43万0.00%323,894 -840,801-72.2% -$1,862.37万 减仓
NTSK NETSKOPE INC $719.63万0.00%657,800 657,800— $719.63万 新建仓
— TAYLOR MORRISON HOME CORP $720.40万0.00%100,418 -59,302-37.1% -$425.43万 减仓
ALKT ALKAMI TECHNOLOGY INC $720.57万0.00%7,569,000 -500,000-6.2% -$47.60万 减仓
SM SM ENERGY COMPANY $720.61万0.00%276,095 39,16616.5% $102.22万 加仓
BMRN BIOMARIN PHARMACEUTICAL INC $722.61万0.00%126,286 -285,016-69.3% -$1,630.86万 减仓
FSLY FASTLY INC $722.99万0.00%393,785 -121,001-23.5% -$222.16万 减仓
NJR NEW JERSEY RES CORP $723.16万0.00%129,043 -6,170-4.6% -$34.58万 减仓
OIM ONEIM ACQUISITION CORP $725.27万0.00%720,226 470,226188.1% $473.52万 加仓
GBCI GLACIER BANCORP INC NEW $725.36万0.00%140,629 23,49420.1% $121.18万 加仓
BFH BREAD FINANCIAL HOLDINGS INC $725.87万0.00%66,993 -96,161-58.9% -$1,041.90万 减仓
VEA VANGUARD TAX-MANAGED FDS $726.06万0.00%101,903 -1,294-1.3% -$9.22万 减仓
AUR AURORA INNOVATION INC $726.89万0.00%1,065,827 505,23890.1% $344.57万 加仓
OSCR OSCAR HEALTH INC $734.89万0.00%257,674 75,32041.3% $214.81万 加仓
GSG ISHARES S&P GSCI COMMODITY- $737.54万0.00%257,882 -4,130-1.6% -$11.81万 减仓
TNL TRAVEL PLUS LEISURE CO $739.89万0.00%96,806 -38,047-28.2% -$290.79万 减仓
BOOT BOOT BARN HLDGS INC $740.82万0.00%45,098 15,78753.9% $259.33万 加仓
BIV VANGUARD BD INDEX FDS $746.98万0.00%97,390 -36,747-27.4% -$281.85万 减仓
VLY VALLEY NATL BANCORP $750.64万0.00%512,384 79,33618.3% $116.23万 加仓
AAOI APPLIED OPTOELECTRONICS INC $751.56万0.00%50,726 -15,795-23.7% -$234.02万 减仓
GVA GRANITE CONSTR INC $751.62万0.00%47,547 7,28618.1% $115.18万 加仓
MTRN MATERION CORP $754.00万0.00%25,354 6,29433.0% $187.18万 加仓
SUPN INDIVIOR PHARMACEUTICALS INC $755.29万0.00%184,082 -29,998-14.0% -$123.08万 减仓
PEGA PEGASYSTEMS INC $756.47万0.00%252,410 -111,507-30.6% -$334.19万 减仓
SXI STANDEX INTL CORP $759.08万0.00%21,223 10,51598.2% $376.09万 加仓
— NUVALENT INC $762.43万0.00%61,735 -26,011-29.6% -$321.24万 减仓
LOPE GRAND CANYON ED INC $763.84万0.00%53,374 -256-0.5% -$3.66万 减仓
AMKR AMKOR TECHNOLOGY INC $770.23万0.00%89,323 62,225229.6% $536.57万 加仓
CE CELANESE CORP DEL $771.97万0.00%167,820 1,2840.8% $5.91万 加仓
NTCT NETSCOUT SYS INC $773.55万0.00%177,624 -228,669-56.3% -$995.85万 减仓
CNX CNX RES CORP $774.19万0.00%228,172 21,10110.2% $71.60万 加仓
AROC ARCHROCK INC $779.29万0.00%191,424 1,4180.7% $5.77万 加仓
CHE CHEMED CORP NEW $779.97万0.00%16,747 13,699449.4% $638.02万 加仓
IART INTEGRA LIFESCIENCES HLDGS C $781.90万0.00%435,359 -11,171-2.5% -$20.06万 减仓
JD JD.COM INC $784.19万0.00%307,766 260,413549.9% $663.53万 加仓
SXT SENSIENT TECHNOLOGIES CORP $784.63万0.00%63,641 25,82468.3% $318.38万 加仓
INSP INSPIRE MED SYS INC $786.03万0.00%176,200 -336,975-65.7% -$1,503.25万 减仓
ICLR ICON PUB LTD CO $789.34万0.00%45,440 21,09886.7% $366.49万 加仓
ONC BEONE MEDICINES LTD $794.67万0.00%27,886 90.0% $2,565 加仓
ON ON SEMICONDUCTOR CORP $795.30万0.00%6,600,000 -5,827,000-46.9% -$702.15万 减仓
MGY MAGNOLIA OIL & GAS CORP $795.77万0.00%311,090 90,88941.3% $232.49万 加仓
ATEC ALPHATEC HLDGS INC $800.29万0.00%925,186 -377,279-29.0% -$326.35万 减仓
— PROGRESS SOFTWARE CORP $800.34万0.00%8,370,000 300,0003.7% $28.69万 加仓
WULF TERAWULF INC $801.09万0.00%324,328 -245,936-43.1% -$607.46万 减仓
EVER EVERQUOTE INC $808.25万0.00%339,744 3,3471.0% $7.96万 加仓
ADMA ADMA BIOLOGICS INC $817.42万0.00%976,612 45,6504.9% $38.21万 加仓
CHYM CHIME FINL INC $819.91万0.00%400,346 400,346— $819.91万 新建仓
ZWS ZURN ELKAY WATER SOLNS CORP $820.52万0.00%162,382 20,48214.4% $103.50万 加仓
MHO M/I HOMES INC $823.61万0.00%51,223 3,1016.4% $49.86万 加仓
TPG TPG INC $828.84万0.00%204,400 183,739889.3% $745.06万 加仓
FWRD FORWARD AIR CORP $829.30万0.00%613,841 354,530136.7% $478.97万 加仓
WTFC WINTRUST FINL CORP $832.05万0.00%51,770 41,757417.0% $671.12万 加仓
CMC COMMERCIAL METALS CO $836.75万0.00%133,346 -541,025-80.2% -$3,394.93万 减仓
SWX SOUTHWEST GAS HLDGS INC $837.88万0.00%94,484 2,2382.4% $19.85万 加仓
MP MP MATERIALS CORP $838.41万0.00%149,689 38,83135.0% $217.49万 加仓
MYRG MYR GROUP INC $839.77万0.00%16,782 -2,422-12.6% -$121.20万 减仓
NVS NOVARTIS AG $851.55万0.00%54,336 2,0924.0% $32.79万 加仓
CVCO CAVCO INDS INC DEL $852.51万0.00%13,876 4,13742.5% $254.17万 加仓
WD WALKER & DUNLOP INC $853.18万0.00%155,974 33,93427.8% $185.62万 加仓
JBTM JBT MAREL CORPORATION $853.66万0.00%58,873 9,82120.0% $142.40万 加仓
MDU MDU RES GROUP INC $854.73万0.00%402,983 11,6793.0% $24.77万 加仓
RGTI RIGETTI COMPUTING INC $856.82万0.00%443,486 109,25432.7% $211.08万 加仓
AIR AAR CORP $863.97万0.00%60,447 19,25246.7% $275.17万 加仓
GKOS GLAUKOS CORP $865.91万0.00%61,957 9,86118.9% $137.82万 加仓
SKYW SKYWEST INC $867.31万0.00%87,316 4,9516.0% $49.18万 加仓
MOD MODINE MFG CO $868.32万0.00%32,519 -41,748-56.2% -$1,114.76万 减仓
HWC HANCOCK WHITNEY CORPORATION $868.52万0.00%116,237 10,71910.2% $80.09万 加仓
CCS CENTURY COMMUNITIES INC $870.35万0.00%121,456 95,521368.3% $684.50万 加仓
HIMS HIMS & HERS HEALTH INC $875.21万0.00%252,440 65,23234.8% $226.16万 加仓
EPR EPR PPTYS $876.39万0.00%151,075 109,707265.2% $636.41万 加仓
FMX FOMENTO ECONOMICO MEXICANO S $877.89万0.00%68,639 -17,891-20.7% -$228.83万 减仓
RSP INVESCO EXCHANGE TRADED FD T $879.97万0.00%41,358 -18,249-30.6% -$388.28万 减仓
PTON PELOTON INTERACTIVE INC $882.18万0.00%5,454,000 -1,008,000-15.6% -$163.04万 减仓
LI LI AUTO INC $882.52万0.00%751,717 317,72473.2% $373.01万 加仓
KNF KNIFE RIVER CORP $886.24万0.00%105,946 24,83730.6% $207.76万 加仓
VRDN VIRIDIAN THERAPEUTICS INC $887.04万0.00%482,875 -549,441-53.2% -$1,009.32万 减仓
PPTA PERPETUA RESOURCES CORP $890.53万0.00%428,965 14,9163.6% $30.97万 加仓
OPEN OPENDOOR TECHNOLOGIES INC $891.00万0.00%1,928,562 1,864,7582,922.6% $861.52万 加仓
GME GAMESTOP CORP $891.85万0.00%8,804,000 8,804,000— $891.85万 新建仓