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
ALLY ALLY FINL INC $2,409.75万0.01%524,428 486,1341,269.5% $2,233.79万 加仓
KGS KODIAK GAS SVCS INC $2,411.79万0.01%321,015 212,731196.5% $1,598.25万 加仓
BXDC BLACKSTONE DIGITAL INFRASTRU $2,419.66万0.01%1,118,657 1,118,657— $2,419.66万 新建仓
PTCT PTC THERAPEUTICS INC $2,421.81万0.01%296,899 58,14524.4% $474.29万 加仓
FTRE FORTREA HLDGS INC $2,430.87万0.01%1,397,053 -1,172,221-45.6% -$2,039.66万 减仓
GH GUARDANT HEALTH INC $2,438.48万0.01%162,533 -92,654-36.3% -$1,390.09万 减仓
VWO VANGUARD INTL EQUITY INDEX F $2,440.12万0.01%408,799 5960.1% $3.56万 加仓
NET CLOUDFLARE INC 看跌期权 $2,452.80万0.01%100,000 68,300215.5% $1,675.26万 加仓
DEO DIAGEO PLC $2,466.90万0.01%306,905 -105,002-25.5% -$844.01万 减仓
KNSA KINIKSA PHARMACEUTICALS INTL $2,478.74万0.01%387,606 -136,085-26.0% -$870.26万 减仓
BPOP POPULAR INC $2,488.34万0.01%151,562 112,968292.7% $1,854.71万 加仓
BUD ANHEUSER BUSCH INBEV SA NV $2,500.44万0.01%303,451 -187,894-38.2% -$1,548.25万 减仓
TOST TOAST INC $2,504.61万0.01%900,290 25,4792.9% $70.88万 加仓
SR SPIRE INC $2,504.85万0.01%320,765 -1,863,353-85.3% -$1.46亿 减仓
TROX TRONOX HOLDINGS PLC $2,522.10万0.01%4,003,329 75,2151.9% $47.39万 加仓
AR ANTERO RESOURCES CORP $2,526.41万0.01%718,957 -119,111-14.2% -$418.56万 减仓
MPT MEDICAL PROPERTIES TRUST INC $2,530.16万0.01%5,476,536 -132,547-2.4% -$61.24万 减仓
DKS DICKS SPORTING GOODS INC $2,550.50万0.01%112,451 -20,311-15.3% -$460.67万 减仓
FCNCA FIRST CTZNS BANCSHARES INC D $2,570.61万0.01%12,354 8417.3% $174.99万 加仓
RPM RPM INTL INC $2,599.89万0.01%233,908 -51,060-17.9% -$567.53万 减仓
TDS TELEPHONE & DATA SYS INC $2,601.97万0.01%703,046 -162,931-18.8% -$603.01万 减仓
WYNN WYNN RESORTS LTD $2,659.86万0.01%273,958 -65,571-19.3% -$636.63万 减仓
ANIP ANI PHARMACEUTICALS INC $2,677.46万0.01%323,443 3,7681.2% $31.19万 加仓
MRVI MARAVAI LIFESCIENCES HLDGS I $2,686.27万0.01%4,304,927 3,446,672401.6% $2,150.72万 加仓
AYA AYA GOLD & SILVER INC $2,694.58万0.01%1,422,691 1,422,691— $2,694.58万 新建仓
TRI THOMSON REUTERS CORP $2,714.21万0.01%332,339 -58,267-14.9% -$475.87万 减仓
ECG EVERUS CONSTR GROUP $2,718.59万0.01%163,820 148,086941.2% $2,457.49万 加仓
BIDU BAIDU INC $2,751.65万0.01%240,760 227,3561,696.2% $2,598.45万 加仓
CNH CNH INDL N V $2,755.28万0.01%2,453,497 95,5934.1% $107.35万 加仓
LNTH LANTHEUS HLDGS INC $2,759.55万0.01%248,743 11,8585.0% $131.55万 加仓
IHRT IHEARTMEDIA INC $2,764.26万0.01%6,443,504 -180,119-2.7% -$77.27万 减仓
IONQ IONQ INC $2,783.60万0.01%522,644 -292,316-35.9% -$1,556.87万 减仓
VIAV VIAVI SOLUTIONS INC $2,790.74万0.01%584,448 217,48159.3% $1,038.47万 加仓
MXL MAXLINEAR INC $2,808.11万0.01%219,332 -123,239-36.0% -$1,577.83万 减仓
RBRK RUBRIK INC. $2,831.36万0.01%352,685 340,5682,810.7% $2,734.08万 加仓
IRTC IRHYTHM HOLDINGS INC $2,833.31万0.01%238,193 22,43510.4% $266.86万 加仓
HEI/A HEICO CORP NEW $2,836.29万0.01%109,972 -61,528-35.9% -$1,586.87万 减仓
BVN COMPANIA DE MINAS BUENAVENTU $2,857.64万0.01%975,636 43,3544.7% $126.98万 加仓
DOX AMDOCS LTD $3,004.97万0.01%594,572 -39,815-6.3% -$201.23万 减仓
TW TRADEWEB MKTS INC $3,009.72万0.01%301,999 78,33535.0% $780.69万 加仓
AXGN AXOGEN INC $3,010.59万0.01%651,784 17,3872.7% $80.31万 加仓
GGG GRACO INC $3,015.43万0.01%398,813 -51,745-11.5% -$391.24万 减仓
— DBX ETF TR $3,031.94万0.01%985,996 -5,179-0.5% -$15.93万 减仓
VSH VISHAY INTERTECHNOLOGY INC $3,042.62万0.01%565,754 -136,650-19.5% -$734.90万 减仓
SIGI SELECTIVE INS GROUP INC $3,047.26万0.01%314,118 8,9902.9% $87.21万 加仓
CECO CECO ENVIRONMENTAL CORP $3,047.47万0.01%335,846 108,05947.4% $980.53万 加仓
RDNT RADNET INC $3,058.60万0.01%495,962 13,5932.8% $83.83万 加仓
GRAB GRAB HOLDINGS LIMITED $3,081.15万0.01%8,172,800 546,2247.2% $205.93万 加仓
SOLV SOLVENTUM CORP $3,087.09万0.01%400,141 -305,988-43.3% -$2,360.70万 减仓
BF/B BROWN FORMAN CORP $3,104.70万0.01%1,164,991 -624,373-34.9% -$1,663.95万 减仓
NLY ANNALY CAPITAL MANAGEMENT IN $3,119.15万0.01%1,394,967 -327,803-19.0% -$732.97万 减仓
UHS UNIVERSAL HLTH SVCS INC $3,120.22万0.01%209,847 -35,123-14.3% -$522.24万 减仓
RS RELIANCE INC $3,121.88万0.01%83,562 -38,688-31.6% -$1,445.38万 减仓
BAM BROOKFIELD ASSET MANAGMT LTD $3,150.75万0.01%702,508 -89,358-11.3% -$400.77万 减仓
UNM UNUM GROUP $3,178.02万0.01%355,483 304,815601.6% $2,725.05万 加仓
TKO TKO GROUP HOLDINGS INC $3,188.87万0.01%158,406 10,6297.2% $213.97万 加仓
SWKS SKYWORKS SOLUTIONS INC $3,199.74万0.01%471,938 -300,303-38.9% -$2,036.05万 减仓
RCI ROGERS COMMUNICATIONS INC $3,204.16万0.01%985,896 -21,205-2.1% -$68.92万 减仓
ATI ATI INC $3,204.69万0.01%162,592 54,70350.7% $1,078.20万 加仓
BZ KANZHUN LIMITED $3,207.61万0.01%2,492,315 -850,630-25.4% -$1,094.76万 减仓
HRL HORMEL FOODS CORP $3,244.55万0.01%1,307,234 -587,214-31.0% -$1,457.47万 减仓
HEI HEICO CORP NEW $3,262.63万0.01%91,598 -2,078-2.2% -$74.02万 减仓
IWF ISHARES TR $3,294.86万0.01%265,351 -9,097-3.3% -$112.96万 减仓
JEF JEFFERIES FINANCIAL GROUP IN $3,300.95万0.01%660,454 15,8612.5% $79.27万 加仓
AYI ACUITY INC $3,308.77万0.01%87,845 1,5801.8% $59.51万 加仓
CUZ COUSINS PPTYS INC $3,309.83万0.01%1,104,014 -97,731-8.1% -$293.00万 减仓
MICC MAGNUM ICE CREAM CO NV $3,346.59万0.01%1,922,220 -1,053,638-35.4% -$1,834.38万 减仓
AOS SMITH A O CORP $3,356.34万0.01%535,130 98,92922.7% $620.48万 加仓
CEVA CEVA INC $3,394.06万0.01%719,690 150,70026.5% $710.70万 加仓
HSAI HESAI GROUP $3,415.79万0.01%1,874,748 -128,754-6.4% -$234.59万 减仓
SITM SITIME CORP $3,438.82万0.01%46,124 -896-1.9% -$66.80万 减仓
IEUR ISHARES TR $3,443.59万0.01%458,107 -9,447-2.0% -$71.01万 减仓
ADEA ADEIA INC $3,451.98万0.01%1,048,277 72,6547.4% $239.25万 加仓
GL GLOBE LIFE INC $3,470.18万0.01%194,212 -16,587-7.9% -$296.38万 减仓
BATRK ATLANTA BRAVES HLDGS INC $3,489.84万0.01%672,416 485,804260.3% $2,521.32万 加仓
BNTX BIONTECH SE $3,512.00万0.01%377,432 -14,257-3.6% -$132.66万 减仓
AES AES CORP $3,515.77万0.01%2,398,205 -758,016-24.0% -$1,111.25万 减仓
AGI ALAMOS GOLD INC $3,517.69万0.01%1,159,422 25,6612.3% $77.86万 加仓
AWI ARMSTRONG WORLD INDS INC NEW $3,529.79万0.01%220,034 94,34775.1% $1,513.51万 加仓
APA APA CORPORATION $3,536.76万0.01%1,085,896 25,2692.4% $82.30万 加仓
ASTS AST SPACEMOBILE INC $3,548.33万0.01%399,317 -83,077-17.2% -$738.22万 减仓
FIVE FIVE BELOW INC $3,584.90万0.01%199,394 -86,903-30.4% -$1,562.43万 减仓
VSAT VIASAT INC $3,606.43万0.01%401,562 23,2956.2% $209.21万 加仓
UDR UDR INC $3,615.00万0.01%905,562 -318,257-26.0% -$1,270.48万 减仓
VIRT VIRTU FINL INC $3,636.20万0.01%610,408 194,44646.7% $1,158.31万 加仓
HSIC SCHEIN HENRY INC $3,657.41万0.01%437,908 22,6075.4% $188.81万 加仓
ERIE ERIE INDTY CO $3,661.82万0.01%152,735 10,5867.4% $253.80万 加仓
IT GARTNER INC $3,705.15万0.01%285,847 -798,001-73.6% -$1.03亿 减仓
AFRM AFFIRM HLDGS INC $3,726.11万0.01%456,911 39,4279.4% $321.53万 加仓
BEN FRANKLIN RESOURCES INC $3,774.22万0.01%1,134,422 -94,465-7.7% -$314.29万 减仓
WSE WISE GROUP PLC $3,814.43万0.01%3,202,708 3,202,708— $3,814.43万 新建仓
NXE NEXGEN ENERGY LTD $3,830.05万0.01%4,078,863 459,22112.7% $431.21万 加仓
WSO WATSCO INC $3,841.21万0.01%92,175 28,29844.3% $1,179.26万 加仓
PNW PINNACLE WEST CAP CORP $3,855.11万0.01%360,291 -36,401-9.2% -$389.49万 减仓
H HYATT HOTELS CORP $3,891.74万0.01%200,771 -51,494-20.4% -$998.16万 减仓
GNRC GENERAC HLDGS INC $3,896.39万0.01%133,069 -3,115-2.3% -$91.21万 减仓
ITRI ITRON INC $3,897.02万0.01%450,366 17,5574.1% $151.92万 加仓
YUMC YUM CHINA HLDGS INC $3,905.64万0.01%955,626 -43,504-4.4% -$177.80万 减仓
SKYD PARAMOUNT SKYDANCE CORP $3,948.16万0.01%4,004,223 188,2124.9% $185.58万 加仓
IVZ INVESCO LTD $3,964.43万0.01%1,502,247 -485,182-24.4% -$1,280.40万 减仓