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
XYZ BLOCK INC $1.02亿0.03%1,338,903 -226,524-14.5% -$1,721.58万 减仓
CW CURTISS WRIGHT CORP $1.02亿0.03%133,962 4,3903.4% $332.66万 加仓
GPC GENUINE PARTS CO $1.01亿0.03%858,109 136,90719.0% $1,615.23万 加仓
FOXA FOX CORP $1.01亿0.03%1,937,861 -238,616-11.0% -$1,244.62万 减仓
DECK DECKERS OUTDOOR CORP $1.01亿0.03%1,013,399 192,87223.5% $1,915.03万 加仓
ECHO ECHOSTAR CORP $1.00亿0.03%985,464 216,26028.1% $2,195.04万 加仓
DTE DTE ENERGY CO $9,999.69万0.03%656,277 125,47023.6% $1,911.79万 加仓
ALGN ALIGN TECHNOLOGY INC $9,977.86万0.03%591,596 365,368161.5% $6,162.30万 加仓
FTV FORTIVE CORP $9,932.58万0.03%1,625,893 -25,653-1.6% -$156.71万 减仓
WTW WILLIS TOWERS WATSON PLC LTD $9,802.94万0.03%375,060 23,2916.6% $608.76万 加仓
IEX IDEX CORP $9,688.52万0.03%426,901 -4,983-1.2% -$113.09万 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
BP BP PLC $9,597.64万0.03%2,597,468 -91,779-3.4% -$339.12万 减仓
TSN TYSON FOODS INC $9,499.38万0.03%1,659,280 -1,060,111-39.0% -$6,069.14万 减仓
HR HEALTHCARE RLTY TR $9,336.37万0.03%4,628,839 4,408,4812,000.6% $8,891.91万 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
AVY AVERY DENNISON CORP $9,279.11万0.03%571,550 77,60715.7% $1,259.95万 加仓
CASY CASEYS GEN STORES INC $9,259.07万0.03%116,497 52,30981.5% $4,157.47万 加仓
WRB BERKLEY W R CORP $9,208.59万0.03%1,305,627 160,87014.1% $1,134.62万 加仓
VICI VICI PPTYS INC $9,196.68万0.03%3,463,910 -535,840-13.4% -$1,422.66万 减仓
CVE CENOVUS ENERGY INC $9,142.63万0.03%3,685,060 -562,474-13.2% -$1,395.50万 减仓
GDDY GODADDY INC $9,014.54万0.03%1,062,034 198,63923.0% $1,686.05万 加仓
IWM ISHARES TR $8,995.02万0.03%299,385 -22,641-7.0% -$680.25万 减仓
HAS HASBRO INC $8,946.73万0.03%1,083,270 -275,066-20.3% -$2,271.77万 减仓
NDSN NORDSON CORP $8,939.35万0.03%296,309 25,9379.6% $782.49万 加仓
IFF INTERNATIONAL FLAVORS&FRAGRA $8,934.50万0.03%1,127,809 -5,946-0.5% -$47.10万 减仓
TYL TYLER TECHNOLOGIES INC $8,864.46万0.03%303,100 36,40313.6% $1,064.64万 加仓
RJF RAYMOND JAMES FINL INC $8,772.53万0.03%577,026 -6,806-1.2% -$103.47万 减仓
NTRA NATERA INC $8,687.40万0.03%320,037 21,2377.1% $576.48万 加仓
DLTR DOLLAR TREE INC $8,638.67万0.03%714,235 25,6843.7% $310.65万 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
SCCO SOUTHERN COPPER CORP $8,577.01万0.02%492,196 262,233114.0% $4,569.67万 加仓
QGEN QIAGEN NV $8,546.51万0.02%2,185,808 -3,416,149-61.0% -$1.34亿 减仓
PTC PTC INC $8,497.30万0.02%747,936 87,90813.3% $998.72万 加仓
CPNG COUPANG INC $8,465.71万0.02%4,873,752 1,993,17269.2% $3,462.14万 加仓
BR BROADRIDGE FINL SOLUTIONS IN $8,454.61万0.02%617,350 51,0699.0% $699.39万 加仓
SLF SUN LIFE FINANCIAL INC. $8,416.48万0.02%1,073,257 67,5156.7% $529.45万 加仓
TRMB TRIMBLE INC $8,414.72万0.02%1,644,142 -245,514-13.0% -$1,256.54万 减仓
VNO VORNADO RLTY TR $8,413.82万0.02%2,140,921 2,040,0002,021.4% $8,017.20万 加仓
LUV SOUTHWEST AIRLS CO $8,397.69万0.02%1,633,156 591,31356.8% $3,040.53万 加仓
J JACOBS SOLUTIONS INC $8,348.97万0.02%662,617 52,1308.5% $656.84万 加仓
EQX EQUINOX GOLD CORP $8,298.14万0.02%8,537,176 2,602,99143.9% $2,530.11万 加仓
IVV ISHARES TR $8,291.86万0.02%110,722 -6,910-5.9% -$517.48万 减仓
TECK TECK RESOURCES LTD $8,288.80万0.02%1,394,012 252,63322.1% $1,502.16万 加仓
OC OWENS CORNING NEW $8,249.93万0.02%518,994 -244,553-32.0% -$3,887.41万 减仓
MKC MCCORMICK & CO INC $8,172.83万0.02%1,620,950 286,43421.5% $1,444.20万 加仓
B BARRICK MNG CORP $8,140.47万0.02%2,216,299 51,1662.4% $187.93万 加仓
TSEM TOWER SEMICONDUCTOR LTD $8,097.54万0.02%310,679 129,21371.2% $3,367.81万 加仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $8,067.84万0.02%306,459 -73,673-19.4% -$1,939.52万 减仓
LULU LULULEMON ATHLETICA INC $8,057.98万0.02%705,726 231,57148.8% $2,644.08万 加仓
SCI SERVICE CORP INTL $8,047.13万0.02%1,059,390 3,8700.4% $29.40万 加仓
VIK VIKING HOLDINGS LTD $7,974.56万0.02%761,876 181,51031.3% $1,899.87万 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
PAAS PAN AMERN SILVER CORP $7,958.29万0.02%1,776,800 125,7607.6% $563.28万 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $7,950.86万0.02%923,552 81,0019.6% $697.34万 加仓
EFX EQUIFAX INC $7,918.62万0.02%498,905 -5,332-1.1% -$84.63万 减仓
TTD THE TRADE DESK INC $7,917.48万0.02%4,379,136 1,154,08335.8% $2,086.58万 加仓
LGND LIGAND PHARMACEUTICALS INC $7,889.95万0.02%249,611 -56,500-18.5% -$1,785.91万 减仓
IP INTERNATIONAL PAPER CO $7,760.35万0.02%2,036,838 236,63513.1% $901.58万 加仓
LVS LAS VEGAS SANDS CORP $7,683.40万0.02%1,663,434 -126,636-7.1% -$584.93万 减仓
AIZ ASSURANT INC $7,671.85万0.02%285,698 -34,501-10.8% -$926.46万 减仓
MSTR STRATEGY INC $7,605.72万0.02%874,925 90,00611.5% $782.42万 加仓
NOK NOKIA CORP $7,584.49万0.02%5,711,209 283,7095.2% $376.77万 加仓
COIN COINBASE GLOBAL INC $7,510.38万0.02%513,741 73,03016.6% $1,067.63万 加仓
PPL PPL CORP $7,476.22万0.02%2,056,733 393,74823.7% $1,431.27万 加仓
ASML ASML HLDG NV $7,407.88万0.02%37,236 -29,272-44.0% -$5,823.49万 减仓
IAU ISHARES GOLD TR $7,401.74万0.02%980,233 -17,672-1.8% -$133.44万 减仓
CART MAPLEBEAR INC $7,380.06万0.02%1,558,618 -511,039-24.7% -$2,419.77万 减仓
CWB SPDR SERIES TRUST $7,380.05万0.02%684,479 00.0% — 不变
SPHR SPHERE ENTERTAINMENT CO $7,373.52万0.02%426,141 77,55422.2% $1,341.92万 加仓
INSM INSMED INC $7,363.07万0.02%690,590 128,11622.8% $1,365.97万 加仓
ENLT ENLIGHT RENEWABLE ENERGY LTD $7,326.74万0.02%823,044 563,084216.6% $5,012.57万 加仓
FTI TECHNIPFMC PLC $7,322.04万0.02%1,104,380 86,6918.5% $574.76万 加仓
MOS MOSAIC CO $7,311.16万0.02%3,450,286 588,40320.6% $1,246.83万 加仓
ZION ZIONS BANCORPORATION NATL AS $7,176.67万0.02%1,037,241 752,505264.3% $5,206.58万 加仓
SWK STANLEY BLACK & DECKER INC $7,065.34万0.02%750,674 194,22434.9% $1,828.04万 加仓
ENTG ENTEGRIS INC $6,993.05万0.02%388,805 184,20690.0% $3,313.13万 加仓
VOO VANGUARD INDEX FDS $6,959.58万0.02%101,332 6,0136.3% $412.98万 加仓
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
L LOEWS CORP $6,952.91万0.02%614,160 -96,119-13.5% -$1,088.16万 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
BURL BURLINGTON STORES INC $6,936.46万0.02%218,954 -4,007-1.8% -$126.94万 减仓
RGLD ROYAL GOLD INC $6,932.50万0.02%347,302 -28,110-7.5% -$561.10万 减仓
ILMN ILLUMINA INC $6,899.87万0.02%392,417 72,67822.7% $1,277.90万 加仓
LDOS LEIDOS HOLDINGS INC $6,899.76万0.02%670,075 251,13859.9% $2,585.97万 加仓
MRNA MODERNA INC $6,887.10万0.02%983,450 173,19721.4% $1,212.90万 加仓
CLX CLOROX CO DEL $6,847.27万0.02%717,442 30,5574.4% $291.64万 加仓
FPS FORGENT POWER SOLUTIONS INC $6,824.30万0.02%1,221,679 211,04720.9% $1,178.91万 加仓
EPD ENTERPRISE PRODS PARTNERS L $6,791.51万0.02%1,847,526 16,0800.9% $59.11万 加仓
TXT TEXTRON INC $6,781.87万0.02%739,330 -77,434-9.5% -$710.30万 减仓
LYB LYONDELLBASELL INDUSTRIES NV $6,700.54万0.02%1,272,658 285,35628.9% $1,502.40万 加仓
STLA STELLANTIS N.V $6,562.39万0.02%11,432,736 -421,802-3.6% -$242.11万 减仓
ESS ESSEX PPTY TR INC $6,559.93万0.02%224,971 18,6039.0% $542.44万 加仓
CPAY CORPAY INC $6,529.73万0.02%195,929 -366-0.2% -$12.20万 减仓
SMCI SUPER MICRO COMPUTER INC $6,487.18万0.02%2,211,791 227,25411.5% $666.54万 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
HII HUNTINGTON INGALLS INDS INC $6,476.93万0.02%231,410 143,133162.1% $4,006.15万 加仓
CSGP COSTAR GROUP INC $6,412.72万0.02%2,264,379 364,87719.2% $1,033.33万 加仓
BTG B2GOLD CORP $6,396.02万0.02%17,101,670 5,5560.0% $2.08万 加仓
LBRT LIBERTY ENERGY INC $6,370.95万0.02%2,432,588 676,29238.5% $1,771.21万 加仓