13F 机构持仓

DEUTSCHE BANK AG\

FRANKFURT AM MAIN 2M · SEC CIK 0000948046

2026Q22026Q1 更早 9 个季度 🔒
$3,026.54亿2026Q1 申报市值
3,617持仓数
25.2%前十大占比 · 第一大 5.2%
128 / 146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 5.2%
MSFT 4.0%
AAPL 3.9%
GOOGL 2.8%
AMZN 2.2%
META 1.6%
GOOG 1.6%
AVGO 1.5%
TTE 1.3%
JNJ 1.2%

2026Q1 买入最多 按季末市值估算

AZN 新建仓+$23.92亿
META 加仓+$5.51亿
GLW 加仓+$3.99亿
DB 加仓+$3.91亿
AMZN 加仓+$3.52亿

2026Q1 卖出最多 按季末市值估算

GOOGL 减仓-$6.94亿
JPM 减仓-$5.53亿
DELL 减仓-$3.84亿
LMT 减仓-$3.81亿
QIAGEN NV 清仓-$3.56亿

2026Q1 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
GGG GRACO INC $3,813.97万0.01%450,558 -38,461-7.9% -$325.57万 减仓
ASR GRUPO AEROPORTUARIO DEL SURE $3,813.73万0.01%113,460 -74,299-39.6% -$2,497.41万 减仓
BAX BAXTER INTL INC $3,746.40万0.01%2,229,998 -445,020-16.6% -$747.63万 减仓
RS RELIANCE INC $3,715.42万0.01%122,250 21,37621.2% $649.66万 加仓
SN SHARKNINJA INC $3,714.35万0.01%350,741 -33,211-8.6% -$351.70万 减仓
ESNT ESSENT GROUP LTD $3,699.61万0.01%633,062 33,2085.5% $194.07万 加仓
— TALKSPACE INC $3,688.80万0.01%7,121,240 26,7150.4% $13.84万 加仓
DCO DUCOMMUN INC DEL $3,687.19万0.01%302,229 76,87834.1% $937.91万 加仓
PINS PINTEREST INC $3,675.52万0.01%2,004,100 22,6921.1% $41.62万 加仓
TDS TELEPHONE & DATA SYS INC $3,645.76万0.01%865,977 -245,951-22.1% -$1,035.45万 减仓
NLY ANNALY CAPITAL MANAGEMENT IN $3,643.66万0.01%1,722,770 44,0092.6% $93.08万 加仓
H HYATT HOTELS CORP $3,627.32万0.01%252,265 -24,532-8.9% -$352.75万 减仓
HASI HA SUSTAINABLE INFRA CAP INC $3,626.21万0.01%986,725 -166,261-14.4% -$611.01万 减仓
HEI/A HEICO CORP NEW $3,620.19万0.01%171,500 73,63175.2% $1,554.28万 加仓
NCLH NORWEGIAN CRUISE LINE HLDGS $3,594.29万0.01%1,922,079 206,06812.0% $385.35万 加仓
ERIE ERIE INDTY CO $3,572.35万0.01%142,149 25,05921.4% $629.76万 加仓
NRIX NURIX THERAPEUTICS INC $3,557.29万0.01%2,295,024 -191,768-7.7% -$297.24万 减仓
AR ANTERO RESOURCES CORP $3,556.76万0.01%838,068 543,381184.4% $2,306.11万 加仓
BAM BROOKFIELD ASSET MANAGMT LTD $3,519.84万0.01%791,866 -95,066-10.7% -$422.57万 减仓
— THOMSON REUTERS CORP $3,514.67万0.01%390,606 -240,033-38.1% -$2,159.82万 减仓
CENX CENTURY ALUM CO $3,509.81万0.01%598,025 489,747452.3% $2,874.33万 加仓
BNTX BIONTECH SE $3,481.33万0.01%391,689 -54,594-12.2% -$485.23万 减仓
— DBX ETF TR $3,461.18万0.01%991,175 -101,880-9.3% -$355.76万 减仓
WYNN WYNN RESORTS LTD $3,447.92万0.01%339,529 122,55656.5% $1,244.56万 加仓
TECH BIO-TECHNE CORP $3,445.72万0.01%659,341 -24,668-3.6% -$128.91万 减仓
SKYD PARAMOUNT SKYDANCE CORP $3,442.04万0.01%3,816,011 -1,757,959-31.5% -$1,585.68万 减仓
RUN SUNRUN INC $3,411.12万0.01%2,515,572 44,9091.8% $60.90万 加仓
BUD ANHEUSER BUSCH INBEV SA NV $3,408.46万0.01%491,345 337,145218.6% $2,338.77万 加仓
RBC RBC BEARINGS INC $3,375.38万0.01%62,148 59,6702,408.0% $3,240.80万 加仓
FN FABRINET $3,361.67万0.01%64,459 4,7548.0% $247.93万 加仓
BVN COMPANIA DE MINAS BUENAVENTU $3,359.94万0.01%932,282 -193,387-17.2% -$696.97万 减仓
HII HUNTINGTON INGALLS INDS INC $3,353.64万0.01%88,277 -16,156-15.5% -$613.77万 减仓
HUBS HUBSPOT INC $3,338.36万0.01%136,762 9,6227.6% $234.87万 加仓
RBA RB GLOBAL INC $3,336.28万0.01%348,073 3,3981.0% $32.57万 加仓
KRMN KARMAN HLDGS INC $3,319.76万0.01%414,711 150,02656.7% $1,200.96万 加仓
IEUR ISHARES TR $3,285.50万0.01%467,554 -9,689-2.0% -$68.08万 减仓
SLG SL GREEN RLTY CORP $3,261.89万0.01%883,025 781,895773.2% $2,888.32万 加仓
XP XP INC $3,235.11万0.01%1,699,110 145,9799.4% $277.94万 加仓
OGS ONE GAS INC $3,218.70万0.01%373,703 16,7264.7% $144.06万 加仓
TSEM TOWER SEMICONDUCTOR LTD $3,184.37万0.01%181,466 153,341545.2% $2,690.83万 加仓
WPC WP CAREY INC $3,162.42万0.01%465,335 78,82320.4% $535.68万 加仓
OKTA OKTA INC $3,136.43万0.01%398,479 -4,566-1.1% -$35.94万 减仓
ICHR ICHOR HOLDINGS $3,129.29万0.01%671,378 110,16419.6% $513.47万 加仓
SFM SPROUTS FMRS MKT INC $3,103.69万0.01%402,397 -175,308-30.3% -$1,352.15万 减仓
ASND ASCENDIS PHARMA A/S $3,092.13万0.01%135,187 -161,631-54.5% -$3,696.99万 减仓
DEO DIAGEO PLC $3,066.65万0.01%411,907 101,06332.5% $752.41万 加仓
AGX ARGAN INC $3,062.95万0.01%56,237 44,587382.7% $2,428.43万 加仓
HSIC SCHEIN HENRY INC $3,060.77万0.01%415,301 67,94719.6% $500.77万 加仓
MKSI MKS INC. $3,057.62万0.01%133,050 -926-0.7% -$21.28万 减仓
DBJP DBX ETF TR $3,032.07万0.01%300,146 5,9122.0% $59.72万 加仓
TKO TKO GROUP HOLDINGS INC $2,979.92万0.01%147,777 26,35721.7% $531.49万 加仓
FPS FORGENT POWER SOLUTIONS INC $2,958.12万0.01%1,010,632 1,010,632— $2,958.12万 新建仓
GL GLOBE LIFE INC $2,933.69万0.01%210,799 29,87816.5% $415.81万 加仓
IWF ISHARES TR $2,925.62万0.01%68,612 -6,973-9.2% -$297.33万 减仓
BEN FRANKLIN RESOURCES INC $2,902.63万0.01%1,228,887 72,2846.2% $170.73万 加仓
THC TENET HEALTHCARE CORP $2,895.96万0.01%153,461 -7,575-4.7% -$142.95万 减仓
AOS SMITH A O CORP $2,876.31万0.01%436,201 79,07322.1% $521.41万 加仓
— ORLA MNG LTD NEW $2,842.85万0.01%1,762,464 181,76811.5% $293.19万 加仓
— CSG SYS INTL INC $2,838.93万0.01%355,132 10,2983.0% $82.32万 加仓
RPM RPM INTL INC $2,832.58万0.01%284,968 -1,794-0.6% -$17.83万 减仓
RIVN RIVIAN AUTOMOTIVE INC $2,828.09万0.01%1,879,129 -268,476-12.5% -$404.06万 减仓
ECHO ECHOSTAR CORP 看跌期权 $2,803.83万0.01%239,500 -60,900-20.3% -$712.96万 减仓
CCC CCC INTELLIGENT SOLUTIONS HL $2,792.19万0.01%4,653,653 4,621,24814,260.9% $2,772.75万 加仓
GRAB GRAB HOLDINGS LIMITED $2,791.33万0.01%7,626,576 80,7251.1% $29.55万 加仓
EPAM EPAM SYS INC $2,791.19万0.01%206,144 80,64264.3% $1,091.89万 加仓
EMLC VANECK ETF TRUST $2,770.86万0.01%1,103,489 289,00235.5% $725.68万 加仓
TVTX TRAVERE THERAPEUTICS INC $2,750.91万0.01%925,919 44,2395.0% $131.43万 加仓
TLT ISHARES TR $2,730.74万0.01%315,000 57,50022.3% $498.47万 加仓
POOL POOL CORP $2,725.71万0.01%134,716 31,46330.5% $636.59万 加仓
TREX TREX INC $2,722.60万0.01%747,556 4150.1% $1.51万 加仓
BWA BORGWARNER INC $2,721.50万0.01%501,566 438,145690.9% $2,377.37万 加仓
HTHT H WORLD GROUP LTD $2,712.67万0.01%539,406 -7,170-1.3% -$36.06万 减仓
CUZ COUSINS PPTYS INC $2,712.34万0.01%1,201,745 1,104,0831,130.5% $2,491.92万 加仓
ACHC ACADIA HEALTHCARE COMPANY IN $2,710.57万0.01%1,158,860 300,91735.1% $703.84万 加仓
RDNT RADNET INC $2,695.96万0.01%482,369 6,2571.3% $34.97万 加仓
NVMI NOVA LTD $2,692.01万0.01%61,988 10,43020.2% $452.95万 加仓
BWXT BWX TECHNOLOGIES INC $2,683.56万0.01%131,232 16,18814.1% $331.03万 加仓
JEF JEFFERIES FINANCIAL GROUP IN $2,660.24万0.01%644,593 -309,698-32.5% -$1,278.12万 减仓
GNRC GENERAC HLDGS INC $2,660.08万0.01%136,184 -1,942-1.4% -$37.93万 减仓
INSP INSPIRE MED SYS INC $2,646.96万0.01%513,175 -3,641-0.7% -$18.78万 减仓
CZR CAESARS ENTERTAINMENT INC NE 看涨期权 $2,643.00万0.01%1,000,000 00.0% — 不变
DKS DICKS SPORTING GOODS INC $2,632.54万0.01%132,762 -8,605-6.1% -$170.63万 减仓
TW TRADEWEB MKTS INC $2,631.63万0.01%223,664 -19,001-7.8% -$223.57万 减仓
WTS WATTS WATER TECHNOLOGIES INC $2,613.71万0.01%90,038 28,45546.2% $826.02万 加仓
MTSI MACOM TECH SOLUTIONS HLDGS I $2,610.68万0.01%117,561 29,41333.4% $653.17万 加仓
MPT MEDICAL PROPERTIES TRUST INC $2,597.01万0.01%5,609,083 -113,562-2.0% -$52.58万 减仓
CNH CNH INDL N V $2,593.69万0.01%2,357,904 77,2863.4% $85.01万 加仓
OTEX OPEN TEXT CORP $2,590.28万0.01%1,164,695 69,6556.4% $154.91万 加仓
EQH EQUITABLE HLDGS INC $2,589.84万0.01%697,881 -90,632-11.5% -$336.34万 减仓
SOFI SOFI TECHNOLOGIES INC $2,582.72万0.01%1,626,399 -212,353-11.5% -$337.22万 减仓
HEI HEICO CORP NEW $2,568.60万0.01%93,676 9,70711.6% $266.17万 加仓
IRTC IRHYTHM HOLDINGS INC $2,546.38万0.01%215,758 28,09715.0% $331.60万 加仓
SEI SOLARIS ENERGY INFRAS INC $2,536.73万0.01%448,900 51,54413.0% $291.28万 加仓
KNSA KINIKSA PHARMACEUTICALS INTL $2,521.57万0.01%523,691 -106,600-16.9% -$513.28万 减仓
ANIP ANI PHARMACEUTICALS INC $2,458.30万0.01%319,675 -72,901-18.6% -$560.61万 减仓
FTDR FRONTDOOR INC $2,431.39万0.01%459,968 -216,767-32.0% -$1,145.83万 减仓
CWK CUSHMAN AND WAKEFIELD LTD $2,429.30万0.01%1,981,481 72,3093.8% $88.65万 加仓
FTRE FORTREA HLDGS INC $2,420.26万0.01%2,569,274 13,0810.5% $12.32万 加仓
AYI ACUITY INC $2,417.32万0.01%86,265 -1,000-1.1% -$28.02万 减仓
ENTG ENTEGRIS INC $2,398.72万0.01%204,599 3990.2% $4.68万 加仓