ADAGE CAPITAL PARTNERS GP, L.L.C.
Boston MA · SEC CIK 0001165408
$713.17亿2026Q2 申报市值
1,002持仓数
29.5%前十大占比 · 第一大 6.2%
156 / 130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
DVN 加仓+$3.14亿
MRVL 新建仓+$2.22亿
SYRE 新建仓+$1.53亿
UAL 加仓+$1.34亿
BBIO 加仓+$1.23亿
2026Q2 卖出最多 按季末市值估算
RVMD 减仓-$9.14亿
CENTESSA PHARMAC 清仓-$3.55亿
COTERRA ENERGY I 清仓-$2.89亿
RPRX 减仓-$2.79亿
LLY 减仓-$2.77亿
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 |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | $1.04亿 | 0.15% | 106,368 | -39,700 | -27.2% | -$3,883.14万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1.05亿 | 0.15% | 480,785 | -29,300 | -5.7% | -$640.06万 | 减仓 |
| DDOG | DATADOG INC | $1.05亿 | 0.15% | 404,800 | -39,300 | -8.8% | -$1,023.21万 | 减仓 |
| MO | ALTRIA GROUP INC | $1.07亿 | 0.15% | 1,488,332 | -15,500 | -1.0% | -$111.52万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $1.08亿 | 0.15% | 742,219 | 188,795 | 34.1% | $2,737.53万 | 加仓 |
| D | DOMINION ENERGY INC | $1.08亿 | 0.15% | 1,583,811 | -558,100 | -26.1% | -$3,811.26万 | 重新持有 |
| PNW | PINNACLE WEST CAP CORP | $1.09亿 | 0.15% | 1,020,983 | 674,200 | 194.4% | $7,213.94万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1.10亿 | 0.15% | 345,300 | -103,100 | -23.0% | -$3,273.73万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1.10亿 | 0.15% | 270,220 | -3,900 | -1.4% | -$158.83万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1.10亿 | 0.15% | 549,528 | 68,500 | 14.2% | $1,374.25万 | 加仓 |
| PEP | PEPSICO INC | $1.10亿 | 0.15% | 815,979 | -63,482 | -7.2% | -$859.55万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $1.12亿 | 0.16% | 597,226 | -4,878,385 | -89.1% | -$9.14亿 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1.15亿 | 0.16% | 342,300 | 49,600 | 16.9% | $1,660.71万 | 加仓 |
| LOW | LOWES COS INC | $1.15亿 | 0.16% | 522,610 | -289,895 | -35.7% | -$6,391.89万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $1.16亿 | 0.16% | 4,658,262 | 80,000 | 1.7% | $198.48万 | 加仓 |
| BLK | BLACKROCK INC | $1.16亿 | 0.16% | 120,680 | 9,716 | 8.8% | $934.25万 | 加仓 |
| NRG | NRG ENERGY INC | $1.16亿 | 0.16% | 794,552 | 354,300 | 80.5% | $5,174.91万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1.18亿 | 0.17% | 660,600 | -11,900 | -1.8% | -$212.11万 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $1.20亿 | 0.17% | 1,354,517 | -120,483 | -8.2% | -$1,068.44万 | 减仓 |
| MCD | MCDONALDS CORP | $1.20亿 | 0.17% | 444,702 | -63,300 | -12.5% | -$1,711.06万 | 减仓 |
| VTR | VENTAS INC | $1.21亿 | 0.17% | 1,363,300 | 17,800 | 1.3% | $158.06万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1.21亿 | 0.17% | 358,688 | 32,400 | 9.9% | $1,095.93万 | 加仓 |
| DE | DEERE & CO | $1.23亿 | 0.17% | 193,664 | 31,100 | 19.1% | $1,972.77万 | 加仓 |
| CMI | CUMMINS INC | $1.23亿 | 0.17% | 172,966 | 49,200 | 39.8% | $3,508.99万 | 加仓 |
| APP | APPLOVIN CORP | $1.24亿 | 0.17% | 239,800 | -3,000 | -1.2% | -$154.57万 | 减仓 |
| T | AT&T INC | $1.24亿 | 0.17% | 5,992,739 | -128,700 | -2.1% | -$266.41万 | 减仓 |
| COHR | COHERENT CORP | $1.26亿 | 0.18% | 319,400 | 71,400 | 28.8% | $2,816.52万 | 加仓 |
| AON | AON PLC | $1.26亿 | 0.18% | 380,369 | 158,200 | 71.2% | $5,247.34万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1.27亿 | 0.18% | 257,612 | 17,377 | 7.2% | $853.49万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1.28亿 | 0.18% | 1,774,200 | -147,500 | -7.7% | -$1,064.36万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.30亿 | 0.18% | 327,683 | -52,175 | -13.7% | -$2,074.90万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $1.31亿 | 0.18% | 1,148,151 | -40,000 | -3.4% | -$457.20万 | 减仓 |
| ETN | EATON CORP PLC | $1.32亿 | 0.18% | 309,098 | -13,800 | -4.3% | -$588.05万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.33亿 | 0.19% | 96,352 | 22,700 | 30.8% | $3,137.96万 | 加仓 |
| WELL | WELLTOWER INC | $1.34亿 | 0.19% | 589,606 | -35,500 | -5.7% | -$805.74万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1.35亿 | 0.19% | 1,071,977 | 155,464 | 17.0% | $1,964.13万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.37亿 | 0.19% | 1,002,906 | 273,400 | 37.5% | $3,740.39万 | 加仓 |
| CRM | SALESFORCE INC | $1.38亿 | 0.19% | 879,139 | -210,300 | -19.3% | -$3,294.56万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $1.38亿 | 0.19% | 1,467,874 | -832,547 | -36.2% | -$7,835.93万 | 减仓 |
| TJX | TJX COS INC NEW | $1.40亿 | 0.20% | 922,248 | 6,400 | 0.7% | $96.96万 | 加仓 |
| MMM | 3M CO | $1.40亿 | 0.20% | 863,485 | 583,516 | 208.4% | $9,447.71万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $1.40亿 | 0.20% | 2,500,000 | -4,980,633 | -66.6% | -$2.79亿 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $1.41亿 | 0.20% | 428,104 | 92,800 | 27.7% | $3,063.51万 | 加仓 |
| GLW | CORNING INC | $1.43亿 | 0.20% | 558,421 | 84,000 | 17.7% | $2,145.61万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $1.43亿 | 0.20% | 4,063,110 | 445,000 | 12.3% | $1,563.73万 | 加仓 |
| DIS | DISNEY WALT CO | $1.43亿 | 0.20% | 1,483,725 | -253,300 | -14.6% | -$2,438.01万 | 减仓 |
| EQIX | EQUINIX INC | $1.46亿 | 0.20% | 139,968 | -18,100 | -11.5% | -$1,886.73万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1.46亿 | 0.20% | 2,569,356 | 1,592,356 | 163.0% | $9,046.17万 | 加仓 |
| BA | BOEING CO | $1.48亿 | 0.21% | 683,059 | -116,332 | -14.6% | -$2,518.24万 | 减仓 |
| ASML | ASML HLDG NV | $1.49亿 | 0.21% | 75,000 | 20,000 | 36.4% | $3,978.88万 | 加仓 |
| XEL | XCEL ENERGY INC | $1.49亿 | 0.21% | 1,859,342 | 285,400 | 18.1% | $2,291.76万 | 加仓 |
| CB | CHUBB LIMITED | $1.50亿 | 0.21% | 441,483 | -154,400 | -25.9% | -$5,261.03万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1.53亿 | 0.21% | 5,733,448 | -683,039 | -10.6% | -$1,820.98万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $1.53亿 | 0.21% | 1,722,300 | 1,722,300 | — | $1.53亿 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.58亿 | 0.22% | 3,723,872 | -203,900 | -5.2% | -$863.31万 | 减仓 |
| MTDR | MATADOR RES CO | $1.58亿 | 0.22% | 3,181,013 | 145,016 | 4.8% | $721.89万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.58亿 | 0.22% | 399,037 | 71,300 | 21.8% | $2,831.82万 | 加仓 |
| C | CITIGROUP INC | $1.59亿 | 0.22% | 1,136,086 | 240,600 | 26.9% | $3,367.44万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1.63亿 | 0.23% | 1,198,242 | 983,533 | 458.1% | $1.34亿 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1.68亿 | 0.24% | 2,252,000 | 1,653,000 | 276.0% | $1.23亿 | 加仓 |
| QCOM | QUALCOMM INC | $1.68亿 | 0.24% | 910,021 | -45,800 | -4.8% | -$846.34万 | 减仓 |
| CVS | CVS HEALTH CORP | $1.70亿 | 0.24% | 1,639,209 | 42,579 | 2.7% | $440.48万 | 加仓 |
| AMGN | AMGEN INC | $1.71亿 | 0.24% | 471,833 | 129,333 | 37.8% | $4,683.41万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.71亿 | 0.24% | 224,400 | 18,600 | 9.0% | $1,419.44万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $1.75亿 | 0.25% | 5,600,000 | -7,209,485 | -56.3% | -$2.25亿 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.83亿 | 0.26% | 799,003 | 458,240 | 134.5% | $1.05亿 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.88亿 | 0.26% | 1,105,900 | 180,800 | 19.5% | $3,071.43万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.93亿 | 0.27% | 200,000 | 14,600 | 7.9% | $1,408.90万 | 加仓 |
| MS | MORGAN STANLEY | $1.94亿 | 0.27% | 929,034 | -43,700 | -4.5% | -$913.50万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.96亿 | 0.27% | 393,964 | 141,974 | 56.3% | $7,052.27万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.96亿 | 0.28% | 307,437 | 13,700 | 4.7% | $875.05万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.04亿 | 0.29% | 406,154 | -139,678 | -25.6% | -$7,002.90万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2.12亿 | 0.30% | 2,332,115 | 624,351 | 36.6% | $5,665.36万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2.15亿 | 0.30% | 721,644 | -71,400 | -9.0% | -$2,128.22万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.19亿 | 0.31% | 216,089 | 761 | 0.4% | $76.97万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.22亿 | 0.31% | 745,800 | 745,800 | — | $2.22亿 | 新建仓 |
| WFC | WELLS FARGO & CO | $2.26亿 | 0.32% | 2,729,296 | -40,200 | -1.5% | -$332.21万 | 减仓 |
| VNOM | VIPER ENERGY INC | $2.30亿 | 0.32% | 5,426,609 | 421,919 | 8.4% | $1,788.94万 | 加仓 |
| OVV | OVINTIV INC | $2.30亿 | 0.32% | 4,372,109 | -535,000 | -10.9% | -$2,816.78万 | 减仓 |
| LIN | LINDE PLC | $2.35亿 | 0.33% | 452,335 | -1,000 | -0.2% | -$51.89万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.38亿 | 0.33% | 1,631,713 | 116,037 | 7.7% | $1,695.42万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.39亿 | 0.33% | 2,047,700 | 1,300 | 0.1% | $15.17万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $2.41亿 | 0.34% | 766,536 | -87,500 | -10.2% | -$2,752.66万 | 减仓 |
| APH | AMPHENOL CORP | $2.51亿 | 0.35% | 1,423,120 | -361,768 | -20.3% | -$6,378.69万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2.51亿 | 0.35% | 1,389,954 | -4,600 | -0.3% | -$83.22万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.53亿 | 0.35% | 898,190 | -39,200 | -4.2% | -$1,102.34万 | 减仓 |
| NFLX | NETFLIX INC. | $2.57亿 | 0.36% | 3,602,330 | -30,100 | -0.8% | -$214.91万 | 减仓 |
| MRK | MERCK & CO INC | $2.61亿 | 0.37% | 2,030,023 | -657,416 | -24.5% | -$8,447.80万 | 减仓 |
| SNDK | SANDISK CORP | $2.62亿 | 0.37% | 115,099 | 2,900 | 2.6% | $659.38万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.62亿 | 0.37% | 768,300 | -70,600 | -8.4% | -$2,407.60万 | 减仓 |
| ORCL | ORACLE CORP | $2.71亿 | 0.38% | 1,846,649 | -72,467 | -3.8% | -$1,062.00万 | 减仓 |
| RTX | RTX CORPORATION | $2.72亿 | 0.38% | 1,434,057 | 21,600 | 1.5% | $409.82万 | 加仓 |
| DOV | DOVER CORP | $2.75亿 | 0.39% | 1,224,468 | 502,822 | 69.7% | $1.13亿 | 加仓 |
| GEV | GE VERNOVA INC | $2.76亿 | 0.39% | 234,699 | 10,200 | 4.5% | $1,198.36万 | 加仓 |
| KLAC | KLA CORP | $2.76亿 | 0.39% | 914,840 | -34,700 | -3.7% | -$1,046.93万 | 减仓 |
| KO | COCA COLA CO | $2.81亿 | 0.39% | 3,453,382 | -348,800 | -9.2% | -$2,834.70万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2.86亿 | 0.40% | 1,724,613 | -776,153 | -31.0% | -$1.29亿 | 减仓 |
| HD | HOME DEPOT INC | $2.95亿 | 0.41% | 837,256 | -116,600 | -12.2% | -$4,112.25万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3.11亿 | 0.44% | 2,120,273 | -696,700 | -24.7% | -$1.02亿 | 减仓 |
| GE | GE AEROSPACE | $3.30亿 | 0.46% | 881,663 | -153,100 | -14.8% | -$5,721.81万 | 减仓 |