ING GROEP NV
AMSTERDAM P7 · SEC CIK 0001039765
$204.65亿2026Q2 申报市值
514持仓数
36.2%前十大占比 · 第一大 7.9%
70 / 104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
AMAT 加仓+$3.50亿
META 加仓+$2.60亿
CSCO 加仓+$2.35亿
AVGO 加仓+$1.77亿
GE 加仓+$1.66亿
2026Q2 卖出最多 按季末市值估算
MU 减仓-$4.61亿
SNDK 减仓-$2.83亿
CAR 清仓-$1.79亿
HON 减仓-$1.71亿
HD 减仓-$1.64亿
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 |
|---|---|---|---|---|---|---|---|---|
| STE | STERIS PLC | $487.64万 | 0.02% | 23,158 | 10,368 | 81.1% | $218.32万 | 加仓 |
| GAP | GAP INC | $492.40万 | 0.02% | 263,600 | 263,600 | — | $492.40万 | 新建仓 |
| SLB | SLB LIMITED | $495.90万 | 0.02% | 106,669 | -184,249 | -63.3% | -$856.57万 | 重新持有 |
| WSM | WILLIAMS SONOMA INC | $495.97万 | 0.02% | 21,277 | -920 | -4.1% | -$21.45万 | 减仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $514.14万 | 0.03% | 451,000 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $516.47万 | 0.03% | 70,144 | -6,523 | -8.5% | -$48.03万 | 减仓 |
| SAM | BOSTON BEER INC | $518.70万 | 0.03% | 29,300 | 29,300 | — | $518.70万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $535.05万 | 0.03% | 28,600 | 28,600 | — | $535.05万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $537.99万 | 0.03% | 57,441 | 27,865 | 94.2% | $260.98万 | 加仓 |
| IT | GARTNER INC | $542.23万 | 0.03% | 41,832 | 8,617 | 25.9% | $111.69万 | 重新持有 |
| ALK | ALASKA AIR GROUP INC | $549.67万 | 0.03% | 105,300 | 105,300 | — | $549.67万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $558.97万 | 0.03% | 21,673 | 16,673 | 333.5% | $430.01万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $559.61万 | 0.03% | 7,333 | -992 | -11.9% | -$75.70万 | 减仓 |
| NVR | NVR INC | $560.06万 | 0.03% | 822 | 462 | 128.3% | $314.78万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $570.55万 | 0.03% | 45,160 | -151,468 | -77.0% | -$1,913.65万 | 减仓 |
| R | RYDER SYS INC | $575.02万 | 0.03% | 21,800 | 21,800 | — | $575.02万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $576.29万 | 0.03% | 53,995 | -33,497 | -38.3% | -$357.51万 | 重新持有 |
| DVN | DEVON ENERGY CORP | $586.28万 | 0.03% | 141,887 | -43,182 | -23.3% | -$178.43万 | 重新持有 |
| COKE | COCA COLA CONS INC COM | $586.60万 | 0.03% | 30,725 | -36,375 | -54.2% | -$694.47万 | 重新持有 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $597.75万 | 0.03% | 27,597 | 13,932 | 102.0% | $301.77万 | 重新持有 |
| RBC | RBC BEARINGS INC | $611.73万 | 0.03% | 9,500 | 9,500 | — | $611.73万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $620.43万 | 0.03% | 30,000 | 13,600 | 82.9% | $281.26万 | 加仓 |
| PRKS | UNITED PARKS & RESORTS INC C | $620.62万 | 0.03% | 130,000 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $628.14万 | 0.03% | 94,600 | 57,800 | 157.1% | $383.79万 | 重新持有 |
| U | UNITY SOFTWARE INC | $634.48万 | 0.03% | 222,000 | -198,100 | -47.2% | -$566.17万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $643.36万 | 0.03% | 76,400 | 76,400 | — | $643.36万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $648.70万 | 0.03% | 25,950 | 23,450 | 938.0% | $586.20万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $649.93万 | 0.03% | 111,214 | -368,786 | -76.8% | -$2,155.19万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $662.26万 | 0.03% | 207,151 | 159,523 | 334.9% | $509.99万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $664.86万 | 0.03% | 87,024 | 72,045 | 481.0% | $550.42万 | 加仓 |
| TXO | TXO PARTNERS LP | $665.00万 | 0.03% | 532,000 | 28,000 | 5.6% | $35.00万 | 加仓 |
| FAST | FASTENAL CO | $667.53万 | 0.03% | 138,981 | 128,160 | 1,184.4% | $615.55万 | 加仓 |
| SNA | SNAP ON INC | $669.63万 | 0.03% | 16,641 | 16,641 | — | $669.63万 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $698.10万 | 0.03% | 100,000 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $727.94万 | 0.04% | 12,998 | 9,661 | 289.5% | $541.05万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $729.35万 | 0.04% | 40,614 | 40,614 | — | $729.35万 | 新建仓 |
| TRGP | TARGA RES CORP | $745.19万 | 0.04% | 27,791 | 27,791 | — | $745.19万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $747.91万 | 0.04% | 7,395 | -7,210 | -49.4% | -$729.20万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $755.71万 | 0.04% | 35,889 | -1,955 | -5.2% | -$41.17万 | 减仓 |
| NRG | NRG ENERGY INC | $755.73万 | 0.04% | 51,741 | -19,249 | -27.1% | -$281.15万 | 减仓 |
| MTZ | MASTEC INC | $760.14万 | 0.04% | 18,270 | -38,600 | -67.9% | -$1,605.99万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $767.90万 | 0.04% | 51,700 | -900 | -1.7% | -$13.37万 | 重新持有 |
| LULU | LULULEMON ATHLETICA INC | $776.60万 | 0.04% | 68,015 | 63,961 | 1,577.7% | $730.31万 | 重新持有 |
| DOV | DOVER CORP | $778.59万 | 0.04% | 34,715 | -25,679 | -42.5% | -$575.93万 | 减仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $784.76万 | 0.04% | 77,500 | -61,500 | -44.2% | -$622.75万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $816.53万 | 0.04% | 9,516 | 308 | 3.3% | $26.43万 | 加仓 |
| B | BARRICK MNG CORP | $829.27万 | 0.04% | 225,775 | 160 | 0.1% | $5,877 | 加仓 |
| AN | AUTONATION INC | $834.87万 | 0.04% | 44,936 | 44,936 | — | $834.87万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $838.19万 | 0.04% | 30,990 | 1,391 | 4.7% | $37.62万 | 加仓 |
| SAIA | SAIA INC | $842.32万 | 0.04% | 20,000 | 20,000 | — | $842.32万 | 新建仓 |
| CIEN | CIENA CORP | $852.84万 | 0.04% | 17,385 | 17,385 | — | $852.84万 | 新建仓 |
| GTLB | GITLAB INC | $858.81万 | 0.04% | 281,300 | -127,800 | -31.2% | -$390.17万 | 减仓 |
| ECL | ECOLAB INC | $867.68万 | 0.04% | 31,143 | -54,033 | -63.4% | -$1,505.41万 | 减仓 |
| RL | RALPH LAUREN CORP | $872.22万 | 0.04% | 21,729 | 1,968 | 10.0% | $79.00万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $876.78万 | 0.04% | 199,087 | 199,087 | — | $876.78万 | 新建仓 |
| MPC | MARATHON PETE CORP | $890.68万 | 0.04% | 34,837 | 8,203 | 30.8% | $209.73万 | 加仓 |
| USAC | USA PRESSION PARTNERS LP | $893.57万 | 0.04% | 338,600 | 26,000 | 8.3% | $68.61万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $923.92万 | 0.05% | 93,053 | -854 | -0.9% | -$8.48万 | 减仓 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $926.40万 | 0.05% | 83,100 | 24,000 | 40.6% | $267.55万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $936.96万 | 0.05% | 57,282 | 19,905 | 53.3% | $325.59万 | 加仓 |
| ARW | ARROW ELECTRS INC | $939.00万 | 0.05% | 44,000 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $947.25万 | 0.05% | 30,000 | -25,841 | -46.3% | -$815.93万 | 减仓 |
| EQT | EQT CORP | $947.51万 | 0.05% | 178,203 | 158,621 | 810.0% | $843.39万 | 重新持有 |
| KDP | KEURIG DR PEPPER INC | $955.35万 | 0.05% | 291,889 | 78,881 | 37.0% | $258.18万 | 加仓 |
| URI | UNITED RENTALS INC | $963.30万 | 0.05% | 8,503 | 8,178 | 2,516.3% | $926.48万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $976.87万 | 0.05% | 20,455 | 443 | 2.2% | $21.16万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $982.63万 | 0.05% | 107,756 | 100,339 | 1,352.8% | $914.99万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $988.40万 | 0.05% | 258,000 | 258,000 | — | $988.40万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $998.34万 | 0.05% | 66,115 | 66,115 | — | $998.34万 | 新建仓 |
| MKSI | MKS INC. | $1,010.32万 | 0.05% | 22,714 | 22,714 | — | $1,010.32万 | 新建仓 |
| DHI | D R HORTON INC | $1,013.00万 | 0.05% | 62,193 | 27,445 | 79.0% | $447.02万 | 加仓 |
| W | WAYFAIR INC | $1,016.62万 | 0.05% | 110,000 | 110,000 | — | $1,016.62万 | 新建仓 |
| BSM | BLACK STONE MINERALS L P | $1,017.85万 | 0.05% | 728,600 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP | $1,018.64万 | 0.05% | 18,800 | 18,800 | — | $1,018.64万 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $1,027.40万 | 0.05% | 308,900 | -168,700 | -35.3% | -$561.10万 | 减仓 |
| EBAY | EBAY INC. | $1,029.66万 | 0.05% | 92,140 | 68,678 | 292.7% | $767.48万 | 重新持有 |
| DG | DOLLAR GEN CORP | $1,030.30万 | 0.05% | 89,506 | 61,117 | 215.3% | $703.52万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,032.57万 | 0.05% | 26,700 | -1,764 | -6.2% | -$68.22万 | 减仓 |
| PCG | PG&E CORP | $1,041.39万 | 0.05% | 619,136 | 3,963 | 0.6% | $6.67万 | 加仓 |
| WSO | WATSCO INC | $1,058.49万 | 0.05% | 25,400 | 25,400 | — | $1,058.49万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,064.49万 | 0.05% | 132,300 | 132,300 | — | $1,064.49万 | 新建仓 |
| DIN | DINE BRANDS GLOBAL INC | $1,077.00万 | 0.05% | 300,000 | 300,000 | — | $1,077.00万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $1,078.44万 | 0.05% | 14,232 | 14,232 | — | $1,078.44万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC | $1,080.96万 | 0.05% | 67,383 | -33,300 | -33.1% | -$534.20万 | 减仓 |
| ALB | ALBEMARLE CORP | $1,125.38万 | 0.05% | 83,343 | 83,343 | — | $1,125.38万 | 新建仓 |
| SFD | SMITHFIELD FOODS INC | $1,132.94万 | 0.06% | 467,000 | 159,000 | 51.6% | $385.73万 | 加仓 |
| KR | KROGER CO | $1,141.99万 | 0.06% | 205,653 | 126,664 | 160.4% | $703.37万 | 重新持有 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1,147.95万 | 0.06% | 189,212 | -103,100 | -35.3% | -$625.51万 | 减仓 |
| HNGE | HINGE HEALTH INC | $1,170.30万 | 0.06% | 141,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1,176.52万 | 0.06% | 69,596 | 17,631 | 33.9% | $298.05万 | 加仓 |
| ES | EVERSOURCE ENERGY | $1,187.92万 | 0.06% | 164,372 | -57,048 | -25.8% | -$412.29万 | 减仓 |
| DOCS | DOXIMITY INC | $1,189.02万 | 0.06% | 573,300 | 381,100 | 198.3% | $790.40万 | 加仓 |
| GEV | GE VERNOVA INC | $1,190.13万 | 0.06% | 10,130 | -99,932 | -90.8% | -$1.17亿 | 减仓 |
| NMM | NAVIOS MARITIME PARTNERS LP | $1,208.71万 | 0.06% | 172,500 | 11,000 | 6.8% | $77.08万 | 加仓 |
| ADSK | AUTODESK INC | $1,221.56万 | 0.06% | 62,831 | -13,508 | -17.7% | -$262.62万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $1,245.22万 | 0.06% | 460,000 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $1,254.03万 | 0.06% | 444,848 | 337,761 | 315.4% | $952.15万 | 重新持有 |
| VLTO | VERALTO CORP | $1,258.34万 | 0.06% | 141,897 | 109,874 | 343.1% | $974.36万 | 加仓 |
| NVT | NVENT ELEC PLC | $1,272.08万 | 0.06% | 75,000 | 10,000 | 15.4% | $169.61万 | 加仓 |
| EME | EMCOR GROUP INC | $1,275.03万 | 0.06% | 15,364 | 9,591 | 166.1% | $795.94万 | 加仓 |