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 |
|---|---|---|---|---|---|---|---|---|
| VRNS | VARONIS SYS INC | $1,204.72万 | 0.00% | 287,111 | 17,246 | 6.4% | $72.36万 | 加仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $1,208.64万 | 0.00% | 1,488,472 | 1,421,463 | 2,121.3% | $1,154.23万 | 加仓 |
| NPO | ENPRO INC | $1,208.78万 | 0.00% | 32,069 | 11,687 | 57.3% | $440.52万 | 加仓 |
| CENX | CENTURY ALUM CO | $1,213.40万 | 0.00% | 263,726 | -334,299 | -55.9% | -$1,538.11万 | 减仓 |
| KYMR | KYMERA THERAPEUTICS INC | $1,216.06万 | 0.00% | 106,049 | 14,167 | 15.4% | $162.45万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1,216.46万 | 0.00% | 149,240 | -110,723 | -42.6% | -$902.50万 | 减仓 |
| NWS | NEWS CORP NEW | $1,220.35万 | 0.00% | 434,908 | 37,115 | 9.3% | $104.14万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $1,227.93万 | 0.00% | 684,849 | 71,801 | 11.7% | $128.74万 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $1,232.22万 | 0.00% | 411,151 | -38,204 | -8.5% | -$114.50万 | 减仓 |
| USHY | ISHARES TR | $1,242.56万 | 0.00% | 335,646 | -74,311 | -18.1% | -$275.10万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $1,247.91万 | 0.00% | 239,293 | -1,324,071 | -84.7% | -$6,905.03万 | 减仓 |
| RUN | SUNRUN INC | $1,248.29万 | 0.00% | 932,953 | -1,582,619 | -62.9% | -$2,117.54万 | 减仓 |
| MARA | MARA HOLDINGS INC | $1,255.30万 | 0.00% | 903,742 | 479,192 | 112.9% | $665.60万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $1,257.26万 | 0.00% | 150,103 | -93,461 | -38.4% | -$782.83万 | 减仓 |
| QLYS | QUALYS INC | $1,266.53万 | 0.00% | 92,118 | -9,222 | -9.1% | -$126.79万 | 减仓 |
| — | ORACLE CORP | $1,266.87万 | 0.00% | 281,840 | -13,060 | -4.4% | -$58.70万 | 减仓 |
| SA | SEABRIDGE GOLD INC | $1,268.53万 | 0.00% | 492,824 | 492,824 | — | $1,268.53万 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $1,271.23万 | 0.00% | 464,292 | 46,272 | 11.1% | $126.69万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,273.05万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1,279.42万 | 0.00% | 115,232 | -26,369 | -18.6% | -$292.77万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1,281.54万 | 0.00% | 225,583 | -700,336 | -75.6% | -$3,978.61万 | 减仓 |
| UI | UBIQUITI INC | $1,283.22万 | 0.00% | 24,029 | 19,081 | 385.6% | $1,018.98万 | 加仓 |
| MOG/A | MOOG INC | $1,284.45万 | 0.00% | 30,305 | -4,994 | -14.1% | -$211.67万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $1,285.23万 | 0.00% | 67,840 | 38,981 | 135.1% | $738.50万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO 看涨期权 | $1,285.50万 | 0.00% | 250,000 | -250,000 | -50.0% | -$1,285.50万 | 减仓 |
| AMBA | AMBARELLA INC | $1,288.40万 | 0.00% | 150,163 | 54,703 | 57.3% | $469.35万 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $1,289.49万 | 0.00% | 148,115 | 4,550 | 3.2% | $39.61万 | 加仓 |
| CUBE | CUBESMART | $1,290.64万 | 0.00% | 324,525 | 194,828 | 150.2% | $774.83万 | 加仓 |
| TITN | TITAN MACHY INC | $1,291.45万 | 0.00% | 611,482 | -34,673 | -5.4% | -$73.23万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $1,293.73万 | 0.00% | 235,481 | 65,461 | 38.5% | $359.64万 | 加仓 |
| KPET | KPET ULTRA PACELINE CORP | $1,297.40万 | 0.00% | 1,300,000 | 1,300,000 | — | $1,297.40万 | 新建仓 |
| MUB | ISHARES TR | $1,303.54万 | 0.00% | 121,124 | -5,473 | -4.3% | -$58.90万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $1,304.55万 | 0.00% | 163,621 | 25,969 | 18.9% | $207.05万 | 加仓 |
| RDN | RADIAN GROUP INC | $1,307.09万 | 0.00% | 346,985 | 165,903 | 91.6% | $624.96万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $1,313.75万 | 0.00% | 98,979 | 7,558 | 8.3% | $100.32万 | 加仓 |
| HUT | HUT 8 CORP | $1,326.21万 | 0.00% | 114,873 | -37,811 | -24.8% | -$436.53万 | 减仓 |
| UMBF | UMB FINL CORP | $1,327.20万 | 0.00% | 92,967 | 12,364 | 15.3% | $176.51万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1,331.16万 | 0.00% | 696,213 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $1,331.56万 | 0.00% | 47,030 | 10,503 | 28.8% | $297.37万 | 加仓 |
| SNEX | STONEX GROUP INC | $1,332.78万 | 0.00% | 112,471 | -33,038 | -22.7% | -$391.50万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $1,339.00万 | 0.00% | 104,162 | 17,712 | 20.5% | $227.69万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $1,343.18万 | 0.00% | 39,692 | -12,244 | -23.6% | -$414.34万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1,344.87万 | 0.00% | 169,614 | 9,723 | 6.1% | $77.09万 | 加仓 |
| HNRG | HALLADOR ENERGY COMPANY | $1,353.37万 | 0.00% | 778,244 | 67,248 | 9.5% | $116.94万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $1,356.31万 | 0.00% | 1,381,172 | -970 | -0.1% | -$9,525 | 减仓 |
| ARMK | ARAMARK | $1,389.74万 | 0.00% | 244,242 | 180,019 | 280.3% | $1,024.31万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $1,394.07万 | 0.00% | 283,117 | -11,540 | -3.9% | -$56.82万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $1,397.29万 | 0.00% | 1,819,389 | 146,023 | 8.7% | $112.15万 | 加仓 |
| CGON | CG ONCOLOGY INC | $1,403.34万 | 0.00% | 197,514 | 41,060 | 26.2% | $291.73万 | 加仓 |
| TU | TELUS CORPORATION | $1,406.47万 | 0.00% | 1,330,621 | -18,647 | -1.4% | -$19.71万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $1,409.81万 | 0.00% | 601,456 | 152,512 | 34.0% | $357.49万 | 加仓 |
| CAMT | CAMTEK LTD | $1,414.45万 | 0.00% | 86,712 | 74,869 | 632.2% | $1,221.26万 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $1,416.34万 | 0.00% | 48,643 | 189 | 0.4% | $5.50万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $1,422.72万 | 0.00% | 678,457 | -125,435 | -15.6% | -$263.04万 | 减仓 |
| CXT | CRANE NXT CO | $1,426.07万 | 0.00% | 278,748 | 270,859 | 3,433.4% | $1,385.71万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1,427.44万 | 0.00% | 93,321 | 9,333 | 11.1% | $142.76万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $1,441.52万 | 0.00% | 217,031 | 21,598 | 11.1% | $143.45万 | 加仓 |
| MTH | MERITAGE HOMES CORP | $1,450.97万 | 0.00% | 173,043 | 8,518 | 5.2% | $71.42万 | 加仓 |
| EMLC | VANECK ETF TRUST | $1,453.80万 | 0.00% | 568,779 | -534,710 | -48.5% | -$1,366.72万 | 减仓 |
| CAE | CAE INC | $1,456.99万 | 0.00% | 581,400 | -8,469 | -1.4% | -$21.22万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $1,460.19万 | 0.00% | 165,367 | 142,357 | 618.7% | $1,257.01万 | 加仓 |
| BMI | BADGER METER INC | $1,464.61万 | 0.00% | 98,707 | 4,701 | 5.0% | $69.75万 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $1,472.79万 | 0.00% | 193,763 | -133,901 | -40.9% | -$1,017.78万 | 减仓 |
| — | ALIBABA GROUP HLDG LTD | $1,474.38万 | 0.00% | 12,500,000 | -143,000 | -1.1% | -$16.87万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $1,475.81万 | 0.00% | 104,128 | -16,218 | -13.5% | -$229.86万 | 减仓 |
| LYFT | LYFT INC | $1,478.94万 | 0.00% | 1,012,277 | 9,832 | 1.0% | $14.36万 | 加仓 |
| POST | POST HLDGS INC | $1,478.99万 | 0.00% | 167,572 | 15,333 | 10.1% | $135.33万 | 加仓 |
| ONON | ON HLDG AG | $1,479.37万 | 0.00% | 417,666 | 404,785 | 3,142.5% | $1,433.75万 | 加仓 |
| ATR | APTARGROUP INC | $1,490.32万 | 0.00% | 119,035 | -34,528 | -22.5% | -$432.29万 | 减仓 |
| PI | IMPINJ INC | $1,490.47万 | 0.00% | 104,061 | 7,817 | 8.1% | $111.96万 | 加仓 |
| NPCE | NEUROPACE INC | $1,491.94万 | 0.00% | 938,919 | 6,829 | 0.7% | $10.85万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $1,494.60万 | 0.00% | 185,526 | 21,153 | 12.9% | $170.41万 | 加仓 |
| NOVT | NOVANTA INC | $1,499.23万 | 0.00% | 92,408 | 57,427 | 164.2% | $931.70万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $1,500.79万 | 0.00% | 80,222 | -73,239 | -47.7% | -$1,370.16万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $1,501.64万 | 0.00% | 105,312 | 7,846 | 8.0% | $111.88万 | 加仓 |
| PCVX | VAXCYTE INC | $1,501.72万 | 0.00% | 258,338 | -41,355 | -13.8% | -$240.40万 | 减仓 |
| STVN | STEVANATO GROUP S P A | $1,507.44万 | 0.00% | 834,220 | -15,000 | -1.8% | -$27.11万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $1,518.15万 | 0.00% | 96,679 | -117,460 | -54.9% | -$1,844.47万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $1,521.45万 | 0.00% | 619,736 | -104,207 | -14.4% | -$255.83万 | 减仓 |
| R | RYDER SYS INC | $1,526.62万 | 0.00% | 57,877 | 40,301 | 229.3% | $1,063.02万 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $1,545.17万 | 0.00% | 1,358,992 | -187,517 | -12.1% | -$213.21万 | 减仓 |
| CLH | CLEAN HARBORS INC | $1,548.60万 | 0.00% | 51,836 | 23,817 | 85.0% | $711.53万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $1,548.85万 | 0.00% | 174,459 | 45,217 | 35.0% | $401.44万 | 加仓 |
| OUST | OUSTER INC | $1,551.71万 | 0.00% | 248,194 | 76,471 | 44.5% | $478.10万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $1,560.25万 | 0.00% | 1,176,658 | -55,867 | -4.5% | -$74.08万 | 减仓 |
| XPEV | XPENG INC | $1,561.42万 | 0.00% | 1,179,321 | 1,010,116 | 597.0% | $1,337.39万 | 加仓 |
| TREX | TREX INC | $1,567.41万 | 0.00% | 313,232 | -434,324 | -58.1% | -$2,173.36万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $1,572.40万 | 0.00% | 1,883,116 | -487,506 | -20.6% | -$407.07万 | 减仓 |
| BCE | BCE INC | $1,572.68万 | 0.00% | 731,141 | 444,402 | 155.0% | $955.91万 | 加仓 |
| CGNX | COGNEX CORP | $1,584.43万 | 0.00% | 218,784 | 192,164 | 721.9% | $1,391.65万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $1,587.60万 | 0.00% | 138,898 | 1,852 | 1.4% | $21.17万 | 加仓 |
| BCO | BRINKS CO | $1,594.09万 | 0.00% | 168,705 | -5,406 | -3.1% | -$51.08万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $1,594.61万 | 0.00% | 199,277 | 37,828 | 23.4% | $302.70万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $1,597.46万 | 0.00% | 383,820 | 14,383 | 3.9% | $59.86万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $1,603.94万 | 0.00% | 150,959 | 33,110 | 28.1% | $351.79万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $1,629.42万 | 0.00% | 103,811 | 23,368 | 29.0% | $366.78万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $1,630.42万 | 0.00% | 335,202 | 125,950 | 60.2% | $612.62万 | 加仓 |
| ECHO | ECHOSTAR CORP 看跌期权 | $1,649.38万 | 0.00% | 162,500 | -77,000 | -32.2% | -$781.55万 | 减仓 |
| LQD | ISHARES TR | $1,651.80万 | 0.00% | 151,444 | 33,153 | 28.0% | $361.60万 | 加仓 |
| IGIB | ISHARES TR | $1,653.00万 | 0.00% | 310,890 | -5,275 | -1.7% | -$28.05万 | 减仓 |