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 |
|---|---|---|---|---|---|---|---|---|
| WEC | WEC ENERGY GROUP INC | $7.07亿 | 0.21% | 6,053,574 | 122,034 | 2.1% | $1,424.99万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $6.86亿 | 0.20% | 4,113,644 | 409,470 | 11.1% | $6,824.64万 | 加仓 |
| CSX | CSX CORP | $6.85亿 | 0.20% | 14,420,749 | 201,674 | 1.4% | $958.56万 | 加仓 |
| PCG | PG&E CORP | $6.76亿 | 0.20% | 40,201,738 | -3,695,046 | -8.4% | -$6,215.07万 | 减仓 |
| ADI | ANALOG DEVICES INC | $6.71亿 | 0.19% | 1,690,609 | -95,998 | -5.4% | -$3,812.75万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $6.70亿 | 0.19% | 1,614,375 | 110,668 | 7.4% | $4,595.93万 | 加仓 |
| MS | MORGAN STANLEY | $6.67亿 | 0.19% | 3,189,941 | -931,930 | -22.6% | -$1.95亿 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $6.63亿 | 0.19% | 1,536,502 | -1,638,387 | -51.6% | -$7.07亿 | 减仓 |
| DIS | DISNEY WALT CO | $6.37亿 | 0.19% | 6,623,195 | -257,835 | -3.7% | -$2,481.66万 | 减仓 |
| CRM | SALESFORCE INC | $6.30亿 | 0.18% | 4,023,972 | 517,820 | 14.8% | $8,112.17万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $6.28亿 | 0.18% | 823,183 | -28,723 | -3.4% | -$2,191.97万 | 减仓 |
| CMS | CMS ENERGY CORP | $6.18亿 | 0.18% | 8,082,021 | 336,707 | 4.3% | $2,575.81万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $6.14亿 | 0.18% | 6,656,381 | 1,342,975 | 25.3% | $1.24亿 | 加仓 |
| GLW | CORNING INC | $6.13亿 | 0.18% | 2,398,947 | -2,618,774 | -52.2% | -$6.69亿 | 减仓 |
| HUBB | HUBBELL INC | $6.10亿 | 0.18% | 1,166,004 | 29,483 | 2.6% | $1,542.55万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6.09亿 | 0.18% | 1,214,802 | -45,543 | -3.6% | -$2,283.34万 | 减仓 |
| NOW | SERVICENOW INC | $5.95亿 | 0.17% | 5,994,734 | 6,096 | 0.1% | $60.52万 | 加仓 |
| MCD | MCDONALDS CORP | $5.93亿 | 0.17% | 2,193,436 | -254,324 | -10.4% | -$6,874.63万 | 减仓 |
| NTR | NUTRIEN LTD | $5.89亿 | 0.17% | 9,352,182 | 817,421 | 9.6% | $5,145.67万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5.84亿 | 0.17% | 10,143,181 | 1,106,696 | 12.2% | $6,376.78万 | 加仓 |
| FTNT | FORTINET INC | $5.81亿 | 0.17% | 3,782,726 | -2,661,238 | -41.3% | -$4.09亿 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $5.76亿 | 0.17% | 3,983,505 | 468,945 | 13.3% | $6,781.41万 | 加仓 |
| NI | NISOURCE INC | $5.74亿 | 0.17% | 12,077,706 | 359,630 | 3.1% | $1,710.04万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $5.72亿 | 0.17% | 1,437,372 | 87,860 | 6.5% | $3,494.02万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $5.71亿 | 0.17% | 2,031,545 | 71,232 | 3.6% | $2,001.83万 | 加仓 |
| EXC | EXELON CORP | $5.68亿 | 0.16% | 12,173,111 | -7,483,918 | -38.1% | -$3.49亿 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $5.42亿 | 0.16% | 2,015,152 | 448,814 | 28.7% | $1.21亿 | 加仓 |
| RY | ROYAL BK CDA | $5.40亿 | 0.16% | 2,609,254 | 193,025 | 8.0% | $3,995.04万 | 加仓 |
| BA | BOEING CO | $5.39亿 | 0.16% | 2,492,058 | -1,128,882 | -31.2% | -$2.44亿 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $5.32亿 | 0.15% | 1,418,359 | -90,367 | -6.0% | -$3,391.65万 | 减仓 |
| PWR | QUANTA SVCS INC | $5.20亿 | 0.15% | 721,796 | -2,615 | -0.4% | -$188.29万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $5.17亿 | 0.15% | 5,710,284 | -344,739 | -5.7% | -$3,118.51万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $5.12亿 | 0.15% | 2,290,431 | -155,113 | -6.3% | -$3,469.10万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $5.07亿 | 0.15% | 1,513,057 | -75,129 | -4.7% | -$2,515.47万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $5.05亿 | 0.15% | 2,788,685 | 6,069 | 0.2% | $109.79万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $5.01亿 | 0.15% | 1,351,643 | 53,135 | 4.1% | $1,969.13万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4.98亿 | 0.14% | 3,407,467 | 609,435 | 21.8% | $8,904.45万 | 加仓 |
| WM | WASTE MGMT INC DEL | $4.92亿 | 0.14% | 2,207,477 | 166,458 | 8.2% | $3,710.02万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $4.91亿 | 0.14% | 2,025,238 | 956,557 | 89.5% | $2.32亿 | 加仓 |
| COP | CONOCOPHILLIPS | $4.79亿 | 0.14% | 4,607,523 | 370,122 | 8.7% | $3,847.79万 | 加仓 |
| OKE | ONEOK INC NEW | $4.78亿 | 0.14% | 5,497,115 | -1,239,404 | -18.4% | -$1.08亿 | 减仓 |
| CVS | CVS HEALTH CORP | $4.67亿 | 0.14% | 4,510,716 | -94,872 | -2.1% | -$981.45万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $4.66亿 | 0.14% | 5,766,942 | 76,529 | 1.3% | $619.04万 | 加仓 |
| CRH | CRH PLC | $4.66亿 | 0.14% | 4,353,312 | -616,105 | -12.4% | -$6,592.32万 | 减仓 |
| SYK | STRYKER CORPORATION | $4.53亿 | 0.13% | 1,438,910 | 261,687 | 22.2% | $8,238.95万 | 加仓 |
| VTR | VENTAS INC | $4.52亿 | 0.13% | 5,088,082 | 365,807 | 7.7% | $3,248.37万 | 加仓 |
| DHR | DANAHER CORP DEL | $4.46亿 | 0.13% | 2,342,847 | -231,392 | -9.0% | -$4,407.55万 | 减仓 |
| DTM | DT MIDSTREAM INC | $4.45亿 | 0.13% | 3,034,454 | -21,987 | -0.7% | -$322.64万 | 减仓 |
| FIX | COMFORT SYS USA INC | $4.44亿 | 0.13% | 223,896 | -16,895 | -7.0% | -$3,348.50万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $4.44亿 | 0.13% | 2,211,506 | -152,780 | -6.5% | -$3,065.07万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $4.41亿 | 0.13% | 3,630,158 | -1,012,899 | -21.8% | -$1.23亿 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $4.41亿 | 0.13% | 897,106 | -48,254 | -5.1% | -$2,370.04万 | 减仓 |
| CPRT | COPART INC | $4.36亿 | 0.13% | 15,481,141 | 4,607,957 | 42.4% | $1.30亿 | 加仓 |
| DE | DEERE & CO | $4.35亿 | 0.13% | 686,048 | -5,872 | -0.8% | -$372.48万 | 减仓 |
| XEL | XCEL ENERGY INC | $4.34亿 | 0.13% | 5,403,828 | 1,386,744 | 34.5% | $1.11亿 | 加仓 |
| ATO | ATMOS ENERGY CORP | $4.32亿 | 0.13% | 2,505,816 | -41,221 | -1.6% | -$710.11万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $4.31亿 | 0.13% | 13,490,868 | -3,787,688 | -21.9% | -$1.21亿 | 减仓 |
| CCI | CROWN CASTLE INC | $4.29亿 | 0.12% | 5,669,365 | -1,137,601 | -16.7% | -$8,615.05万 | 减仓 |
| INTU | INTUIT | $4.27亿 | 0.12% | 1,634,639 | 388,237 | 31.1% | $1.01亿 | 加仓 |
| ZTS | ZOETIS INC | $4.21亿 | 0.12% | 5,851,737 | 319,709 | 5.8% | $2,297.43万 | 加仓 |
| BLK | BLACKROCK INC | $4.13亿 | 0.12% | 429,752 | -118,744 | -21.6% | -$1.14亿 | 减仓 |
| RACE | FERRARI N V | $4.13亿 | 0.12% | 1,109,911 | 175,735 | 18.8% | $6,542.44万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $4.08亿 | 0.12% | 2,274,033 | -42,808 | -1.8% | -$768.75万 | 减仓 |
| PSA | PUBLIC STORAGE | $4.01亿 | 0.12% | 1,259,073 | 594,997 | 89.6% | $1.89亿 | 加仓 |
| NET | CLOUDFLARE INC | $3.93亿 | 0.11% | 1,604,234 | 27,733 | 1.8% | $680.24万 | 加仓 |
| COHR | COHERENT CORP | $3.92亿 | 0.11% | 994,887 | -594,659 | -37.4% | -$2.35亿 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $3.91亿 | 0.11% | 5,762,736 | 1,468,523 | 34.2% | $9,975.68万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $3.91亿 | 0.11% | 15,909,889 | 848,567 | 5.6% | $2,083.23万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $3.90亿 | 0.11% | 7,026,792 | 2,524,894 | 56.1% | $1.40亿 | 加仓 |
| SHOP | SHOPIFY INC | $3.88亿 | 0.11% | 3,396,901 | 163,949 | 5.1% | $1,871.97万 | 加仓 |
| APP | APPLOVIN CORP | $3.86亿 | 0.11% | 749,248 | 56,506 | 8.2% | $2,911.36万 | 加仓 |
| IRM | IRON MTN INC DEL | $3.85亿 | 0.11% | 3,049,079 | -43,005 | -1.4% | -$543.20万 | 减仓 |
| GM | GENERAL MTRS CO | $3.84亿 | 0.11% | 4,981,040 | 352,221 | 7.6% | $2,714.92万 | 加仓 |
| KEY | KEYCORP | $3.80亿 | 0.11% | 16,496,467 | 6,543,919 | 65.8% | $1.51亿 | 加仓 |
| SNOW | SNOWFLAKE INC | $3.79亿 | 0.11% | 1,489,176 | 182,826 | 14.0% | $4,652.92万 | 加仓 |
| SPGI | S&P GLOBAL INC | $3.75亿 | 0.11% | 921,675 | -129,886 | -12.4% | -$5,289.74万 | 减仓 |
| MMM | 3M CO | $3.74亿 | 0.11% | 2,309,761 | -264,750 | -10.3% | -$4,286.57万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $3.73亿 | 0.11% | 3,881,868 | 860,847 | 28.5% | $8,274.46万 | 加仓 |
| CMI | CUMMINS INC | $3.73亿 | 0.11% | 522,711 | -30,840 | -5.6% | -$2,199.54万 | 减仓 |
| FNV | FRANCO NEV CORP | $3.72亿 | 0.11% | 1,786,773 | 54,043 | 3.1% | $1,126.47万 | 加仓 |
| SNPS | SYNOPSYS INC | $3.72亿 | 0.11% | 834,494 | -74,937 | -8.2% | -$3,342.71万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $3.66亿 | 0.11% | 798,290 | -109,171 | -12.0% | -$5,008.33万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3.65亿 | 0.11% | 943,054 | 19,631 | 2.1% | $759.19万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3.63亿 | 0.11% | 8,046,596 | -2,102,303 | -20.7% | -$9,483.49万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3.62亿 | 0.11% | 1,034,014 | 77,101 | 8.1% | $2,699.07万 | 加仓 |
| ALC | ALCON AG | $3.59亿 | 0.10% | 5,346,631 | 366,699 | 7.4% | $2,460.55万 | 加仓 |
| CB | CHUBB LIMITED | $3.59亿 | 0.10% | 1,052,541 | -232,572 | -18.1% | -$7,924.66万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $3.57亿 | 0.10% | 1,133,406 | 430,085 | 61.2% | $1.35亿 | 加仓 |
| CI | THE CIGNA GROUP | $3.53亿 | 0.10% | 1,278,910 | -28,582 | -2.2% | -$787.95万 | 减仓 |
| TMUS | T-MOBILE US INC | $3.50亿 | 0.10% | 2,086,255 | -1,252,041 | -37.5% | -$2.10亿 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $3.50亿 | 0.10% | 13,115,688 | 6,887,620 | 110.6% | $1.84亿 | 加仓 |
| LOW | LOWES COS INC | $3.49亿 | 0.10% | 1,583,569 | 25,199 | 1.6% | $555.61万 | 加仓 |
| EME | EMCOR GROUP INC | $3.42亿 | 0.10% | 412,437 | 27,693 | 7.2% | $2,298.19万 | 加仓 |
| USB | US BANCORP | $3.40亿 | 0.10% | 5,635,175 | 306,435 | 5.8% | $1,850.87万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $3.38亿 | 0.10% | 2,712,549 | 347,538 | 14.7% | $4,324.76万 | 加仓 |
| MCK | MCKESSON CORP | $3.37亿 | 0.10% | 446,421 | -12,637 | -2.8% | -$954.85万 | 减仓 |
| CME | CME GROUP INC | $3.30亿 | 0.10% | 1,494,948 | -73,989 | -4.7% | -$1,633.90万 | 减仓 |
| MO | ALTRIA GROUP INC | $3.29亿 | 0.10% | 4,577,251 | 573,236 | 14.3% | $4,124.43万 | 加仓 |
| MCO | MOODYS CORP | $3.27亿 | 0.09% | 721,425 | -25,442 | -3.4% | -$1,152.32万 | 减仓 |
| ALAB | ASTERA LABS INC | $3.26亿 | 0.09% | 674,096 | -56,809 | -7.8% | -$2,743.99万 | 减仓 |