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 |
|---|---|---|---|---|---|---|---|---|
| LRN | STRIDE INC | $6,362.40万 | 0.02% | 737,755 | -27,251 | -3.6% | -$235.01万 | 减仓 |
| EFA | ISHARES TR | $6,333.57万 | 0.02% | 609,701 | -5,695 | -0.9% | -$59.16万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $6,286.92万 | 0.02% | 531,843 | -12,256 | -2.3% | -$144.88万 | 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 |
| P | EVERPURE INC | $6,272.91万 | 0.02% | 796,155 | -44,179 | -5.3% | -$348.09万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $6,272.31万 | 0.02% | 276,569 | 1,188 | 0.4% | $26.94万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $6,245.25万 | 0.02% | 176,136 | 122,202 | 226.6% | $4,332.92万 | 加仓 |
| CURB | CURBLINE PPTYS CORP | $6,214.51万 | 0.02% | 2,044,247 | 1,246,354 | 156.2% | $3,788.92万 | 加仓 |
| DOW | DOW HLDGS INC | $6,174.71万 | 0.02% | 2,256,837 | 16,578 | 0.7% | $45.36万 | 加仓 |
| COO | COOPER COS INC | $6,120.33万 | 0.02% | 853,483 | 68,767 | 8.8% | $493.13万 | 加仓 |
| FN | FABRINET | $6,085.13万 | 0.02% | 108,261 | 43,802 | 68.0% | $2,462.02万 | 加仓 |
| ROL | ROLLINS INC | $6,065.70万 | 0.02% | 1,453,211 | -418,574 | -22.4% | -$1,747.13万 | 减仓 |
| OKTA | OKTA INC | $6,015.37万 | 0.02% | 440,848 | 42,369 | 10.6% | $578.12万 | 加仓 |
| DOCS | DOXIMITY INC | $6,001.19万 | 0.02% | 2,893,534 | -29,240 | -1.0% | -$60.64万 | 减仓 |
| LEN | LENNAR CORP | $5,997.23万 | 0.02% | 662,751 | 13,211 | 2.0% | $119.55万 | 加仓 |
| U | UNITY SOFTWARE INC | $5,986.62万 | 0.02% | 2,094,689 | -1,480,820 | -41.4% | -$4,232.18万 | 减仓 |
| IOT | SAMSARA INC | $5,914.94万 | 0.02% | 1,823,910 | 384,207 | 26.7% | $1,245.98万 | 加仓 |
| OGC | OCEANAGOLD CORP | $5,878.26万 | 0.02% | 2,343,804 | 2,343,804 | — | $5,878.26万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $5,877.07万 | 0.02% | 198,523 | 57,273 | 40.5% | $1,695.51万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $5,873.74万 | 0.02% | 755,077 | 2,428 | 0.3% | $18.89万 | 加仓 |
| EEM | ISHARES TR | $5,831.98万 | 0.02% | 852,504 | 21,193 | 2.5% | $144.98万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $5,820.21万 | 0.02% | 1,124,243 | 241,218 | 27.3% | $1,248.79万 | 加仓 |
| — | WEBSTER FINL CORP | $5,802.62万 | 0.02% | 759,307 | 710,616 | 1,459.4% | $5,430.53万 | 加仓 |
| JBS | JBS N.V. | $5,789.76万 | 0.02% | 4,885,871 | -391,953 | -7.4% | -$464.46万 | 减仓 |
| EG | EVEREST GROUP LTD | $5,781.30万 | 0.02% | 161,837 | 1,216 | 0.8% | $43.44万 | 加仓 |
| MGA | MAGNA INTL INC | $5,751.18万 | 0.02% | 875,903 | 47,398 | 5.7% | $311.22万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $5,741.17万 | 0.02% | 380,210 | 380,210 | — | $5,741.17万 | 新建仓 |
| FTS | FORTIS INC | $5,735.40万 | 0.02% | 1,002,166 | -47,339 | -4.5% | -$270.92万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $5,685.43万 | 0.02% | 201,840 | 34,159 | 20.4% | $962.19万 | 加仓 |
| XPO | XPO INC | $5,676.10万 | 0.02% | 276,492 | 263,828 | 2,083.3% | $5,416.13万 | 加仓 |
| BLCO | BAUSCH PLUS LOMB CORP | $5,668.56万 | 0.02% | 3,423,046 | -105,395 | -3.0% | -$174.53万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $5,640.19万 | 0.02% | 334,650 | -30,695 | -8.4% | -$517.33万 | 减仓 |
| MKL | MARKEL GROUP INC | $5,636.58万 | 0.02% | 28,861 | 2,782 | 10.7% | $543.33万 | 加仓 |
| ESLT | ELBIT SYS LTD | $5,604.82万 | 0.02% | 73,872 | -8,264 | -10.1% | -$627.01万 | 减仓 |
| AGX | ARGAN INC | $5,583.54万 | 0.02% | 69,921 | 13,684 | 24.3% | $1,092.74万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $5,539.32万 | 0.02% | 619,057 | -515,448 | -45.4% | -$4,612.23万 | 减仓 |
| AA | ALCOA CORP | $5,530.84万 | 0.02% | 1,060,767 | 995,326 | 1,521.0% | $5,189.63万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $5,490.64万 | 0.02% | 525,269 | 157,481 | 42.8% | $1,646.15万 | 加仓 |
| ZS | ZSCALER INC | $5,394.51万 | 0.02% | 382,183 | -39,651 | -9.4% | -$559.67万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $5,300.18万 | 0.02% | 473,146 | -21,951 | -4.4% | -$245.90万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $5,293.81万 | 0.02% | 583,276 | -65,576 | -10.1% | -$595.17万 | 减仓 |
| TBBK | BANCORP INC DEL | $5,270.39万 | 0.02% | 841,377 | 1,543 | 0.2% | $9.67万 | 加仓 |
| PDM | PIEDMONT REALTY TRUST INC | $5,241.41万 | 0.02% | 5,728,312 | 5,587,771 | 3,975.9% | $5,112.81万 | 加仓 |
| VG | VENTURE GLOBAL INC | $5,189.24万 | 0.02% | 4,662,386 | -342,095 | -6.8% | -$380.75万 | 减仓 |
| RIO | RIO TINTO PLC | $5,183.08万 | 0.02% | 545,990 | -95,215 | -14.8% | -$903.88万 | 减仓 |
| RKT | ROCKET COS INC | $5,172.42万 | 0.02% | 3,284,077 | -1,917,917 | -36.9% | -$3,020.72万 | 减仓 |
| CSL | CARLISLE COS INC | $5,137.66万 | 0.01% | 141,631 | 10,749 | 8.2% | $389.92万 | 加仓 |
| PODD | INSULET CORP | $5,115.30万 | 0.01% | 335,980 | -5,707 | -1.7% | -$86.89万 | 减仓 |
| OVV | OVINTIV INC | $5,085.16万 | 0.01% | 965,842 | -161,228 | -14.3% | -$848.87万 | 减仓 |
| TRU | TRANSUNION | $5,066.27万 | 0.01% | 702,283 | 24,631 | 3.6% | $177.69万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $5,051.35万 | 0.01% | 627,809 | 178,909 | 39.9% | $1,439.50万 | 加仓 |
| EMB | ISHARES TR | $5,021.22万 | 0.01% | 520,657 | 7,046 | 1.4% | $67.95万 | 加仓 |
| RL | RALPH LAUREN CORP | $5,003.01万 | 0.01% | 124,636 | -8,081 | -6.1% | -$324.38万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $4,997.35万 | 0.01% | 362,810 | 53,674 | 17.4% | $739.31万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $4,983.78万 | 0.01% | 803,188 | -221,590 | -21.6% | -$1,374.97万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $4,974.64万 | 0.01% | 1,684,607 | 525,747 | 45.4% | $1,552.53万 | 加仓 |
| TECH | BIO-TECHNE CORP | $4,957.79万 | 0.01% | 701,740 | 42,399 | 6.4% | $299.55万 | 加仓 |
| MTZ | MASTEC INC | $4,939.76万 | 0.01% | 118,727 | 52,749 | 79.9% | $2,194.67万 | 加仓 |
| FOX | FOX CORP | $4,916.31万 | 0.01% | 1,049,596 | 24,581 | 2.4% | $115.14万 | 加仓 |
| RBC | RBC BEARINGS INC | $4,892.67万 | 0.01% | 75,966 | 13,818 | 22.2% | $889.96万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $4,884.97万 | 0.01% | 779,973 | 81,297 | 11.6% | $509.16万 | 加仓 |
| BAP | CREDICORP LTD | $4,882.10万 | 0.01% | 125,317 | -172,664 | -57.9% | -$6,726.64万 | 减仓 |
| NVMI | NOVA LTD | $4,873.92万 | 0.01% | 89,769 | 27,781 | 44.8% | $1,508.34万 | 加仓 |
| MPLX | MPLX LP | $4,809.34万 | 0.01% | 853,780 | 0 | 0.0% | — | 不变 |
| HAE | HAEMONETICS CORP MASS | $4,737.47万 | 0.01% | 631,663 | 272,781 | 76.0% | $2,045.86万 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $4,729.14万 | 0.01% | 1,102,106 | 569,640 | 107.0% | $2,444.33万 | 加仓 |
| HEWJ | ISHARES TR | $4,713.10万 | 0.01% | 730,487 | -6,795 | -0.9% | -$43.84万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $4,705.98万 | 0.01% | 2,229,267 | 307,188 | 16.0% | $648.47万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $4,635.83万 | 0.01% | 877,167 | -32,042 | -3.5% | -$169.34万 | 减仓 |
| DVA | DAVITA INC | $4,635.64万 | 0.01% | 208,362 | -53,828 | -20.5% | -$1,197.57万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $4,625.14万 | 0.01% | 637,863 | 87,785 | 16.0% | $636.53万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $4,616.68万 | 0.01% | 2,869,286 | -119,179 | -4.0% | -$191.76万 | 减仓 |
| RVTY | REVVITY INC | $4,543.76万 | 0.01% | 408,391 | -42,093 | -9.3% | -$468.33万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $4,527.28万 | 0.01% | 197,957 | 103,342 | 109.2% | $2,363.43万 | 加仓 |
| GIB | CGI INC | $4,507.43万 | 0.01% | 698,069 | 91,797 | 15.1% | $592.73万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $4,505.87万 | 0.01% | 83,916 | -14,151 | -14.4% | -$759.84万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $4,505.01万 | 0.01% | 440,933 | -291,661 | -39.8% | -$2,979.90万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $4,503.71万 | 0.01% | 1,558,916 | -174,780 | -10.1% | -$504.94万 | 减仓 |
| BXP | BXP INC | $4,501.12万 | 0.01% | 678,800 | -140,006 | -17.1% | -$928.38万 | 减仓 |
| KEX | KIRBY CORP | $4,498.39万 | 0.01% | 330,837 | -8,115 | -2.4% | -$110.34万 | 减仓 |
| EGO | ELDORADO GOLD CORP NEW | $4,489.18万 | 0.01% | 1,443,930 | 1,721 | 0.1% | $5.35万 | 加仓 |
| MKSI | MKS INC. | $4,466.99万 | 0.01% | 100,427 | -32,623 | -24.5% | -$1,451.07万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $4,463.99万 | 0.01% | 2,489,675 | 863,276 | 53.1% | $1,547.85万 | 加仓 |
| NTST | NETSTREIT CORP | $4,458.93万 | 0.01% | 2,110,237 | 1,396,197 | 195.5% | $2,950.16万 | 加仓 |
| DINO | HF SINCLAIR CORP | $4,456.08万 | 0.01% | 639,782 | -238,435 | -27.1% | -$1,660.70万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $4,435.90万 | 0.01% | 359,357 | -44,545 | -11.0% | -$549.86万 | 减仓 |
| BAX | BAXTER INTL INC | $4,416.74万 | 0.01% | 2,071,642 | -158,356 | -7.1% | -$337.61万 | 减仓 |
| RBA | RB GLOBAL INC | $4,367.42万 | 0.01% | 375,047 | 26,974 | 7.7% | $314.11万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $4,367.19万 | 0.01% | 598,327 | -30 | -0.0% | -$2,190 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $4,367.00万 | 0.01% | 2,517,003 | 637,874 | 33.9% | $1,106.71万 | 加仓 |
| NWSA | NEWS CORP NEW | $4,349.44万 | 0.01% | 1,751,689 | -32,546 | -1.8% | -$80.81万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $4,311.70万 | 0.01% | 187,400 | -9,914 | -5.0% | -$228.10万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $4,306.85万 | 0.01% | 670,014 | 36,952 | 5.8% | $237.53万 | 加仓 |
| VALE | VALE S A | $4,306.56万 | 0.01% | 2,863,402 | -2,025,373 | -41.4% | -$3,046.16万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $4,294.26万 | 0.01% | 451,362 | -120,304 | -21.0% | -$1,144.57万 | 减仓 |
| ICHR | ICHOR HOLDINGS | $4,284.37万 | 0.01% | 381,579 | -289,799 | -43.2% | -$3,253.86万 | 减仓 |
| SUZ | SUZANO S A | $4,276.47万 | 0.01% | 5,510,920 | -7,124,492 | -56.4% | -$5,528.61万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $4,201.49万 | 0.01% | 385,812 | 173,829 | 82.0% | $1,893.00万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $4,192.89万 | 0.01% | 1,883,597 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $4,164.96万 | 0.01% | 338,477 | -39,474 | -10.4% | -$485.73万 | 减仓 |