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
AMPX AMPRIUS TECHNOLOGIES INC $1,657.93万0.00%1,196,197 321,16636.7% $445.14万 加仓
BROS DUTCH BROS INC $1,661.68万0.00%231,399 220,2911,983.2% $1,581.91万 加仓
SRRK SCHOLAR ROCK HLDG CORP $1,667.97万0.00%303,268 61,47425.4% $338.11万 加仓
GIL GILDAN ACTIVEWEAR INC $1,669.50万0.00%323,546 16,4205.3% $84.73万 加仓
NKTR NEKTAR THERAPEUTICS $1,674.26万0.00%239,831 148,160161.6% $1,034.30万 加仓
DSGX DESCARTES SYS GROUP INC $1,676.27万0.00%242,096 88,37157.5% $611.88万 加仓
VPG VISHAY PRECISION GROUP INC $1,679.67万0.00%112,045 4740.4% $7.11万 加仓
EPP ISHARES INC $1,684.13万0.00%316,210 -27,418-8.0% -$146.03万 减仓
QXO QXO INC $1,685.80万0.00%975,580 15,3101.6% $26.46万 加仓
CIFR CIPHER DIGITAL INC $1,705.25万0.00%696,021 368,512112.5% $902.85万 加仓
GLDM WORLD GOLD TR $1,707.13万0.00%214,950 -2,850-1.3% -$22.63万 减仓
— STARWOOD PPTY TR INC $1,710.01万0.00%16,914,000 1,838,00012.2% $185.82万 加仓
PUMP PROPETRO HLDG CORP $1,719.85万0.00%1,199,340 1,119,3561,399.5% $1,605.16万 加仓
— ORLA MNG LTD NEW $1,724.46万0.01%1,761,450 -1,014-0.1% -$9,927 减仓
FUTU FUTU HLDGS LTD $1,724.68万0.01%183,986 -141,052-43.4% -$1,322.22万 减仓
ALRM ALARM COM HLDGS INC $1,725.01万0.01%369,222 12,3753.5% $57.82万 加仓
PTGX PROTAGONIST THERAPEUTICS INC $1,738.65万0.01%141,838 16,38713.1% $200.87万 加仓
MRCY MERCURY SYS INC $1,745.38万0.01%142,678 15,08611.8% $184.55万 加仓
CG CARLYLE GROUP INC $1,761.54万0.01%418,318 -382,509-47.8% -$1,610.75万 减仓
MMS MAXIMUS INC $1,763.37万0.01%328,007 57,29421.2% $308.01万 加仓
AGCO AGCO CORP $1,765.26万0.01%147,474 1,0130.7% $12.13万 加仓
IDA IDACORP INC $1,776.44万0.01%117,412 7450.6% $11.27万 加仓
GPCR STRUCTURE THERAPEUTICS INC $1,781.13万0.01%331,867 00.0% — 不变
PFF ISHARES TR $1,782.43万0.01%584,595 00.0% — 不变
MC MOELIS & CO $1,782.64万0.01%272,492 -29,774-9.9% -$194.78万 减仓
CAG CONAGRA BRANDS INC $1,796.75万0.01%1,334,880 -2,175,974-62.0% -$2,928.86万 减仓
FNF FIDELITY NATL FINL INC $1,829.72万0.01%387,981 5,3731.4% $25.34万 加仓
STN STANTEC INC $1,831.88万0.01%265,837 14,5025.8% $99.93万 加仓
STRL STERLING INFRASTRUCTURE INC $1,833.75万0.01%21,847 -23,491-51.8% -$1,971.74万 减仓
SYNA SYNAPTICS INC $1,837.51万0.01%147,912 -52,506-26.2% -$652.28万 减仓
CYTK CYTOKINETICS INC $1,844.70万0.01%216,540 29,40215.7% $250.48万 加仓
POWL POWELL INDS INC $1,856.24万0.01%64,822 -23,831-26.9% -$682.42万 减仓
ORKA ORUKA THERAPEUTICS INC $1,857.76万0.01%195,204 54,41538.7% $517.87万 加仓
— QORVO INC $1,861.57万0.01%199,589 182,7851,087.7% $1,704.84万 加仓
NE NOBLE CORP PLC $1,861.80万0.01%499,143 105,24426.7% $392.56万 加仓
MTCH MATCH GROUP INC NEW $1,862.93万0.01%489,601 -31,788-6.1% -$120.95万 减仓
TRNO TERRENO RLTY CORP $1,865.68万0.01%288,047 61,59927.2% $398.98万 加仓
STNE STONECO LTD $1,866.06万0.01%1,721,458 116,0327.2% $125.78万 加仓
WTS WATTS WATER TECHNOLOGIES INC $1,873.87万0.01%47,870 -42,168-46.8% -$1,650.67万 减仓
CCK CROWN HLDGS INC $1,874.23万0.01%167,611 -291,532-63.5% -$3,259.91万 减仓
CXW CORECIVIC INC $1,880.51万0.01%618,995 35,3106.0% $107.27万 加仓
AUGO AURA MINERALS INC $1,881.35万0.01%298,864 296,50412,563.7% $1,866.49万 加仓
CRC CALIFORNIA RES CORP $1,890.76万0.01%357,624 35,50311.0% $187.70万 加仓
DRH DIAMONDROCK HOSPITALITY CO $1,903.61万0.01%1,562,897 1,278,551449.6% $1,557.28万 加仓
SAIA SAIA INC $1,904.32万0.01%45,216 3,1727.5% $133.59万 加仓
BEPC BROOKFIELD RENEWABLE CORP $1,908.14万0.01%514,047 13,6122.7% $50.53万 加仓
IBP INSTALLED BLDG PRODS INC $1,934.06万0.01%84,148 4,0985.1% $94.19万 加仓
EXLS EXLSERVICE HLDGS INC $1,935.55万0.01%748,471 594,533386.2% $1,537.46万 加仓
RGA REINSURANCE GROUP AMER INC $1,941.43万0.01%91,297 57,201167.8% $1,216.38万 加仓
FBP FIRST BANCORP CORPORATION $1,949.54万0.01%747,809 13,6131.9% $35.49万 加仓
SIRI SIRIUSXM HOLDINGS INC $1,952.12万0.01%660,839 618,4711,459.8% $1,826.96万 加仓
BYD BOYD GAMING CORP $1,960.20万0.01%221,918 -18,865-7.8% -$166.63万 减仓
MWH SOLV ENERGY INC $1,965.31万0.01%577,183 -179,207-23.7% -$610.20万 减仓
NNN NNN REIT INC $1,996.13万0.01%428,998 318,158287.0% $1,480.39万 加仓
Z ZILLOW GROUP INC $2,002.37万0.01%635,269 386,385155.2% $1,217.89万 加仓
VTEB VANGUARD MUN BD FDS $2,017.05万0.01%398,785 8380.2% $4.24万 加仓
FSV FIRSTSERVICE CORP NEW $2,030.31万0.01%142,869 13,34910.3% $189.70万 加仓
IEV ISHARES TR $2,049.35万0.01%281,311 -2,090-0.7% -$15.23万 减仓
OFG OFG BANCORP $2,065.15万0.01%420,858 4,7851.2% $23.48万 加仓
BBIO BRIDGEBIO PHARMA INC $2,066.57万0.01%277,466 -19,217-6.5% -$143.13万 减仓
INVA INNOVIVA INC $2,084.69万0.01%917,961 9,8941.1% $22.47万 加仓
FRO FRONTLINE PLC $2,096.90万0.01%602,730 164,02737.4% $570.65万 加仓
AEIS ADVANCED ENERGY INDS $2,102.20万0.01%56,379 -13,918-19.8% -$518.96万 减仓
AXSM AXSOME THERAPEUTICS INC. $2,116.43万0.01%86,466 -17,800-17.1% -$435.69万 减仓
HDB HDFC BANK LTD $2,116.63万0.01%819,446 2,5030.3% $6.47万 加仓
BWXT BWX TECHNOLOGIES INC $2,122.76万0.01%109,055 -22,177-16.9% -$431.68万 减仓
DBC INVESCO DB COMMDY INDX TRCK $2,130.85万0.01%799,267 -4,431-0.6% -$11.81万 减仓
ARIS ARIS MINING CORPORATION $2,132.07万0.01%1,429,958 317,33428.5% $473.14万 加仓
EMA EMERA INC $2,145.94万0.01%404,741 33,1008.9% $175.50万 加仓
TFII TFI INTERNATIONAL INC $2,149.87万0.01%149,744 15,22011.3% $218.51万 加仓
KD KYNDRYL HLDGS INC $2,150.83万0.01%1,901,705 309,41719.4% $349.95万 加仓
PRAX PRAXIS PRECISION MEDICINES I $2,151.46万0.01%64,263 6,48411.2% $217.08万 加仓
— TALKSPACE INC $2,154.17万0.01%4,142,628 -2,978,612-41.8% -$1,548.88万 减仓
DBX DROPBOX INC $2,154.58万0.01%784,338 384,82096.3% $1,057.10万 加仓
FLNC FLUENCE ENERGY INC $2,159.20万0.01%1,086,118 1,015,8451,445.6% $2,019.50万 加仓
AGYS AGILYSYS INC $2,159.35万0.01%206,636 3,9301.9% $41.07万 加仓
XP XP INC $2,172.04万0.01%1,335,820 -363,290-21.4% -$590.71万 减仓
BFLY BUTTERFLY NETWORK INC $2,172.73万0.01%2,580,435 316,92614.0% $266.85万 加仓
SFM SPROUTS FMRS MKT INC $2,191.55万0.01%259,110 -143,287-35.6% -$1,211.92万 减仓
BFAM BRIGHT HORIZONS FAM SOL IN D $2,207.81万0.01%311,486 48,70018.5% $345.19万 加仓
KLIC KULICKE & SOFFA INDS INC $2,215.24万0.01%165,613 6,5414.1% $87.49万 加仓
MDLN MEDLINE INC $2,221.26万0.01%563,199 563,199— $2,221.26万 新建仓
JBSS SANFILIPPO JOHN B & SON INC $2,226.26万0.01%258,897 1,1820.5% $10.16万 加仓
INIO INNIO NV $2,237.79万0.01%565,812 565,812— $2,237.79万 新建仓
FORM FORMFACTOR INC $2,247.16万0.01%140,509 -19,584-12.2% -$313.21万 减仓
IDT IDT CORP $2,249.31万0.01%386,746 1,7890.5% $10.40万 加仓
CWK CUSHMAN AND WAKEFIELD LTD $2,252.80万0.01%1,682,453 -299,028-15.1% -$400.40万 减仓
OMF ONEMAIN HLDGS INC $2,263.41万0.01%371,233 358,6992,861.8% $2,186.99万 加仓
HTHT H WORLD GROUP LTD $2,299.14万0.01%551,089 11,6832.2% $48.74万 加仓
BTI BRITISH AMERN TOB PLC $2,299.42万0.01%372,316 367,5007,630.8% $2,269.68万 加仓
KRMN KARMAN HLDGS INC $2,306.36万0.01%462,012 47,30111.4% $236.13万 加仓
PNFP PINNACLE FINL PARTNERS INC $2,309.19万0.01%228,905 -35,584-13.5% -$358.97万 减仓
IESC IES HOLDINGS INC $2,318.00万0.01%31,552 -7,419-19.0% -$545.04万 减仓
PINS PINTEREST INC $2,338.22万0.01%1,111,848 -892,252-44.5% -$1,876.41万 减仓
SOLS SOLSTICE ADVANCED MATLS INC $2,351.02万0.01%265,352 -238,024-47.3% -$2,108.89万 减仓
MAIR MADISON AIR SOLUTIONS CORP $2,352.16万0.01%603,117 603,117— $2,352.16万 新建仓
FRPT FRESHPET INC $2,358.74万0.01%398,975 -6,361-1.6% -$37.61万 减仓
ACM AECOM $2,359.81万0.01%338,081 -348,240-50.7% -$2,430.72万 减仓
UNIT UNITI GROUP LLC $2,361.00万0.01%2,058,417 692,27650.7% $794.04万 加仓
MSGK MADISON SQUARE GRDN SPRT COR $2,394.81万0.01%59,596 -1,228-2.0% -$49.35万 减仓