ADAGE CAPITAL PARTNERS GP, L.L.C.
Boston MA · SEC CIK 0001165408
$648.42亿2026Q1 申报市值
956持仓数
28.4%前十大占比 · 第一大 5.9%
187 / 144新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RVMD 加仓+$3.18亿
COTERRA ENERGY I 加仓+$2.50亿
RBA 加仓+$1.65亿
BSX 加仓+$1.60亿
CVX 加仓+$1.49亿
2026Q1 卖出最多 按季末市值估算
RPRX 减仓-$2.04亿
AVIDITY BIOSCIEN 清仓-$1.90亿
DVN 减仓-$1.82亿
TERNS PHARMACEUT 减仓-$1.81亿
DOV 减仓-$1.74亿
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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $3.96亿 | 0.61% | 397,677 | 8,100 | 2.1% | $807.11万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $4.07亿 | 0.63% | 2,816,973 | -5,247 | -0.2% | -$75.79万 | 减仓 |
| V | VISA INC | $4.50亿 | 0.69% | 1,489,040 | -18,300 | -1.2% | -$553.10万 | 减仓 |
| WMT | WALMART INC | $4.55亿 | 0.70% | 3,662,026 | -211,300 | -5.5% | -$2,626.04万 | 减仓 |
| CVX | CHEVRON CORPORATION | $5.17亿 | 0.80% | 2,500,766 | 720,600 | 40.5% | $1.49亿 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $5.33亿 | 0.82% | 5,475,611 | 3,270,056 | 148.3% | $3.18亿 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $6.02亿 | 0.93% | 2,463,008 | 252,095 | 11.4% | $6,162.21万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $7.10亿 | 1.10% | 2,415,266 | -13,200 | -0.5% | -$388.29万 | 减仓 |
| COP | CONOCOPHILLIPS | $7.95亿 | 1.23% | 6,019,177 | -1,018,100 | -14.5% | -$1.34亿 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.04亿 | 1.24% | 1,677,769 | 34,300 | 2.1% | $1,643.66万 | 加仓 |
| LLY | ELI LILLY & CO | $8.80亿 | 1.36% | 956,817 | 124,525 | 15.0% | $1.15亿 | 加仓 |
| TSLA | TESLA INC | $8.98亿 | 1.38% | 2,414,500 | -58,300 | -2.4% | -$2,167.30万 | 减仓 |
| GOOG | ALPHABET INC | $11.77亿 | 1.82% | 4,104,520 | -74,600 | -1.8% | -$2,139.98万 | 减仓 |
| META | META PLATFORMS INC | $11.78亿 | 1.82% | 2,059,335 | 42,900 | 2.1% | $2,454.44万 | 加仓 |
| AVGO | BROADCOM INC | $12.73亿 | 1.96% | 4,112,056 | -110,000 | -2.6% | -$3,404.61万 | 减仓 |
| GOOGL | ALPHABET INC | $15.00亿 | 2.31% | 5,215,600 | -38,200 | -0.7% | -$1,098.48万 | 减仓 |
| AMZN | AMAZON COM INC | $19.07亿 | 2.94% | 9,156,260 | 91,500 | 1.0% | $1,905.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $24.34亿 | 3.75% | 6,575,643 | -51,500 | -0.8% | -$1,906.38万 | 减仓 |
| AAPL | APPLE INC | $33.11亿 | 5.11% | 13,046,454 | -180,100 | -1.4% | -$4,570.76万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $38.54亿 | 5.94% | 22,098,810 | -159,300 | -0.7% | -$2,778.19万 | 减仓 |