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 |
|---|---|---|---|---|---|---|---|---|
| DOW | DOW HLDGS INC | $6,174.71万 | 0.02% | 2,256,837 | 16,578 | 0.7% | $45.36万 | 加仓 |
| CURB | CURBLINE PPTYS CORP | $6,214.51万 | 0.02% | 2,044,247 | 1,246,354 | 156.2% | $3,788.92万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $6,245.25万 | 0.02% | 176,136 | 122,202 | 226.6% | $4,332.92万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $6,272.31万 | 0.02% | 276,569 | 1,188 | 0.4% | $26.94万 | 加仓 |
| P | EVERPURE INC | $6,272.91万 | 0.02% | 796,155 | -44,179 | -5.3% | -$348.09万 | 减仓 |
| NTNX | NUTANIX INC | $6,274.52万 | 0.02% | 1,231,263 | 1,028,680 | 507.8% | $5,242.15万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $6,286.92万 | 0.02% | 531,843 | -12,256 | -2.3% | -$144.88万 | 减仓 |
| EFA | ISHARES TR | $6,333.57万 | 0.02% | 609,701 | -5,695 | -0.9% | -$59.16万 | 减仓 |
| LRN | STRIDE INC | $6,362.40万 | 0.02% | 737,755 | -27,251 | -3.6% | -$235.01万 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $6,370.95万 | 0.02% | 2,432,588 | 676,292 | 38.5% | $1,771.21万 | 加仓 |
| BTG | B2GOLD CORP | $6,396.02万 | 0.02% | 17,101,670 | 5,556 | 0.0% | $2.08万 | 加仓 |
| CSGP | COSTAR GROUP INC | $6,412.72万 | 0.02% | 2,264,379 | 364,877 | 19.2% | $1,033.33万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $6,476.93万 | 0.02% | 231,410 | 143,133 | 162.1% | $4,006.15万 | 加仓 |
| AS | AMER SPORTS INC | $6,484.38万 | 0.02% | 1,916,189 | -539,713 | -22.0% | -$1,826.39万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $6,487.18万 | 0.02% | 2,211,791 | 227,254 | 11.5% | $666.54万 | 加仓 |
| CPAY | CORPAY INC | $6,529.73万 | 0.02% | 195,929 | -366 | -0.2% | -$12.20万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $6,559.93万 | 0.02% | 224,971 | 18,603 | 9.0% | $542.44万 | 加仓 |
| STLA | STELLANTIS N.V | $6,562.39万 | 0.02% | 11,432,736 | -421,802 | -3.6% | -$242.11万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $6,700.54万 | 0.02% | 1,272,658 | 285,356 | 28.9% | $1,502.40万 | 加仓 |
| TXT | TEXTRON INC | $6,781.87万 | 0.02% | 739,330 | -77,434 | -9.5% | -$710.30万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $6,791.51万 | 0.02% | 1,847,526 | 16,080 | 0.9% | $59.11万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $6,824.30万 | 0.02% | 1,221,679 | 211,047 | 20.9% | $1,178.91万 | 加仓 |
| CLX | CLOROX CO DEL | $6,847.27万 | 0.02% | 717,442 | 30,557 | 4.4% | $291.64万 | 加仓 |
| MRNA | MODERNA INC | $6,887.10万 | 0.02% | 983,450 | 173,197 | 21.4% | $1,212.90万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $6,899.76万 | 0.02% | 670,075 | 251,138 | 59.9% | $2,585.97万 | 加仓 |
| ILMN | ILLUMINA INC | $6,899.87万 | 0.02% | 392,417 | 72,678 | 22.7% | $1,277.90万 | 加仓 |
| RGLD | ROYAL GOLD INC | $6,932.50万 | 0.02% | 347,302 | -28,110 | -7.5% | -$561.10万 | 减仓 |
| BURL | BURLINGTON STORES INC | $6,936.46万 | 0.02% | 218,954 | -4,007 | -1.8% | -$126.94万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $6,949.00万 | 0.02% | 500,144 | -907,547 | -64.5% | -$1.26亿 | 减仓 |
| L | LOEWS CORP | $6,952.91万 | 0.02% | 614,160 | -96,119 | -13.5% | -$1,088.16万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $6,955.38万 | 0.02% | 4,304,073 | -2,537,449 | -37.1% | -$4,100.52万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6,959.58万 | 0.02% | 101,332 | 6,013 | 6.3% | $412.98万 | 加仓 |
| ENTG | ENTEGRIS INC | $6,993.05万 | 0.02% | 388,805 | 184,206 | 90.0% | $3,313.13万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $7,065.34万 | 0.02% | 750,674 | 194,224 | 34.9% | $1,828.04万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $7,176.67万 | 0.02% | 1,037,241 | 752,505 | 264.3% | $5,206.58万 | 加仓 |
| MOS | MOSAIC CO | $7,311.16万 | 0.02% | 3,450,286 | 588,403 | 20.6% | $1,246.83万 | 加仓 |
| FTI | TECHNIPFMC PLC | $7,322.04万 | 0.02% | 1,104,380 | 86,691 | 8.5% | $574.76万 | 加仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $7,326.74万 | 0.02% | 823,044 | 563,084 | 216.6% | $5,012.57万 | 加仓 |
| INSM | INSMED INC | $7,363.07万 | 0.02% | 690,590 | 128,116 | 22.8% | $1,365.97万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $7,373.52万 | 0.02% | 426,141 | 77,554 | 22.2% | $1,341.92万 | 加仓 |
| CWB | SPDR SERIES TRUST | $7,380.05万 | 0.02% | 684,479 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $7,380.06万 | 0.02% | 1,558,618 | -511,039 | -24.7% | -$2,419.77万 | 减仓 |
| IAU | ISHARES GOLD TR | $7,401.74万 | 0.02% | 980,233 | -17,672 | -1.8% | -$133.44万 | 减仓 |
| ASML | ASML HLDG NV | $7,407.88万 | 0.02% | 37,236 | -29,272 | -44.0% | -$5,823.49万 | 减仓 |
| PPL | PPL CORP | $7,476.22万 | 0.02% | 2,056,733 | 393,748 | 23.7% | $1,431.27万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $7,510.38万 | 0.02% | 513,741 | 73,030 | 16.6% | $1,067.63万 | 加仓 |
| NOK | NOKIA CORP | $7,584.49万 | 0.02% | 5,711,209 | 283,709 | 5.2% | $376.77万 | 加仓 |
| MSTR | STRATEGY INC | $7,605.72万 | 0.02% | 874,925 | 90,006 | 11.5% | $782.42万 | 加仓 |
| AIZ | ASSURANT INC | $7,671.85万 | 0.02% | 285,698 | -34,501 | -10.8% | -$926.46万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $7,683.40万 | 0.02% | 1,663,434 | -126,636 | -7.1% | -$584.93万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $7,760.35万 | 0.02% | 2,036,838 | 236,635 | 13.1% | $901.58万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $7,889.95万 | 0.02% | 249,611 | -56,500 | -18.5% | -$1,785.91万 | 减仓 |
| TTD | THE TRADE DESK INC | $7,917.48万 | 0.02% | 4,379,136 | 1,154,083 | 35.8% | $2,086.58万 | 加仓 |
| EFX | EQUIFAX INC | $7,918.62万 | 0.02% | 498,905 | -5,332 | -1.1% | -$84.63万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $7,950.86万 | 0.02% | 923,552 | 81,001 | 9.6% | $697.34万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $7,958.29万 | 0.02% | 1,776,800 | 125,760 | 7.6% | $563.28万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $7,972.99万 | 0.02% | 1,300,439 | -571,752 | -30.5% | -$3,505.41万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $7,974.56万 | 0.02% | 761,876 | 181,510 | 31.3% | $1,899.87万 | 加仓 |
| SCI | SERVICE CORP INTL | $8,047.13万 | 0.02% | 1,059,390 | 3,870 | 0.4% | $29.40万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $8,057.98万 | 0.02% | 705,726 | 231,571 | 48.8% | $2,644.08万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $8,067.84万 | 0.02% | 306,459 | -73,673 | -19.4% | -$1,939.52万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $8,097.54万 | 0.02% | 310,679 | 129,213 | 71.2% | $3,367.81万 | 加仓 |
| B | BARRICK MNG CORP | $8,140.47万 | 0.02% | 2,216,299 | 51,166 | 2.4% | $187.93万 | 加仓 |
| MKC | MCCORMICK & CO INC | $8,172.83万 | 0.02% | 1,620,950 | 286,434 | 21.5% | $1,444.20万 | 加仓 |
| OC | OWENS CORNING NEW | $8,249.93万 | 0.02% | 518,994 | -244,553 | -32.0% | -$3,887.41万 | 减仓 |
| TECK | TECK RESOURCES LTD | $8,288.80万 | 0.02% | 1,394,012 | 252,633 | 22.1% | $1,502.16万 | 加仓 |
| IVV | ISHARES TR | $8,291.86万 | 0.02% | 110,722 | -6,910 | -5.9% | -$517.48万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $8,298.14万 | 0.02% | 8,537,176 | 2,602,991 | 43.9% | $2,530.11万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $8,348.97万 | 0.02% | 662,617 | 52,130 | 8.5% | $656.84万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $8,397.69万 | 0.02% | 1,633,156 | 591,313 | 56.8% | $3,040.53万 | 加仓 |
| VNO | VORNADO RLTY TR | $8,413.82万 | 0.02% | 2,140,921 | 2,040,000 | 2,021.4% | $8,017.20万 | 加仓 |
| TRMB | TRIMBLE INC | $8,414.72万 | 0.02% | 1,644,142 | -245,514 | -13.0% | -$1,256.54万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $8,416.48万 | 0.02% | 1,073,257 | 67,515 | 6.7% | $529.45万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $8,454.61万 | 0.02% | 617,350 | 51,069 | 9.0% | $699.39万 | 加仓 |
| CPNG | COUPANG INC | $8,465.71万 | 0.02% | 4,873,752 | 1,993,172 | 69.2% | $3,462.14万 | 加仓 |
| PTC | PTC INC | $8,497.30万 | 0.02% | 747,936 | 87,908 | 13.3% | $998.72万 | 加仓 |
| QGEN | QIAGEN NV | $8,546.51万 | 0.02% | 2,185,808 | -3,416,149 | -61.0% | -$1.34亿 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $8,577.01万 | 0.02% | 492,196 | 262,233 | 114.0% | $4,569.67万 | 加仓 |
| KIM | KIMCO REALTY CORP | $8,584.91万 | 0.02% | 3,386,553 | -1,217,104 | -26.4% | -$3,085.36万 | 减仓 |
| DLTR | DOLLAR TREE INC | $8,638.67万 | 0.03% | 714,235 | 25,684 | 3.7% | $310.65万 | 加仓 |
| NTRA | NATERA INC | $8,687.40万 | 0.03% | 320,037 | 21,237 | 7.1% | $576.48万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $8,772.53万 | 0.03% | 577,026 | -6,806 | -1.2% | -$103.47万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $8,864.46万 | 0.03% | 303,100 | 36,403 | 13.6% | $1,064.64万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $8,934.50万 | 0.03% | 1,127,809 | -5,946 | -0.5% | -$47.10万 | 减仓 |
| NDSN | NORDSON CORP | $8,939.35万 | 0.03% | 296,309 | 25,937 | 9.6% | $782.49万 | 加仓 |
| HAS | HASBRO INC | $8,946.73万 | 0.03% | 1,083,270 | -275,066 | -20.3% | -$2,271.77万 | 减仓 |
| IWM | ISHARES TR | $8,995.02万 | 0.03% | 299,385 | -22,641 | -7.0% | -$680.25万 | 减仓 |
| GDDY | GODADDY INC | $9,014.54万 | 0.03% | 1,062,034 | 198,639 | 23.0% | $1,686.05万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $9,142.63万 | 0.03% | 3,685,060 | -562,474 | -13.2% | -$1,395.50万 | 减仓 |
| VICI | VICI PPTYS INC | $9,196.68万 | 0.03% | 3,463,910 | -535,840 | -13.4% | -$1,422.66万 | 减仓 |
| WRB | BERKLEY W R CORP | $9,208.59万 | 0.03% | 1,305,627 | 160,870 | 14.1% | $1,134.62万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $9,259.07万 | 0.03% | 116,497 | 52,309 | 81.5% | $4,157.47万 | 加仓 |
| AVY | AVERY DENNISON CORP | $9,279.11万 | 0.03% | 571,550 | 77,607 | 15.7% | $1,259.95万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $9,309.87万 | 0.03% | 930,336 | -124,477 | -11.8% | -$1,245.64万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $9,336.37万 | 0.03% | 4,628,839 | 4,408,481 | 2,000.6% | $8,891.91万 | 加仓 |
| TSN | TYSON FOODS INC | $9,499.38万 | 0.03% | 1,659,280 | -1,060,111 | -39.0% | -$6,069.14万 | 减仓 |
| BP | BP PLC | $9,597.64万 | 0.03% | 2,597,468 | -91,779 | -3.4% | -$339.12万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $9,638.27万 | 0.03% | 1,984,408 | -1,048,907 | -34.6% | -$5,094.54万 | 减仓 |
| IEX | IDEX CORP | $9,688.52万 | 0.03% | 426,901 | -4,983 | -1.2% | -$113.09万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $9,802.94万 | 0.03% | 375,060 | 23,291 | 6.6% | $608.76万 | 加仓 |