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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $43.90亿 | 6.16% | 21,940,610 | -158,200 | -0.7% | -$3,165.42万 | 减仓 |
| AAPL | APPLE INC | $37.59亿 | 5.27% | 12,992,154 | -54,300 | -0.4% | -$1,571.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $24.54亿 | 3.44% | 6,579,943 | 4,300 | 0.1% | $160.40万 | 加仓 |
| AMZN | AMAZON COM INC | $20.87亿 | 2.93% | 8,755,160 | -401,100 | -4.4% | -$9,559.82万 | 减仓 |
| GOOGL | ALPHABET INC | $18.61亿 | 2.61% | 5,207,900 | -7,700 | -0.1% | -$275.17万 | 减仓 |
| AVGO | BROADCOM INC | $15.85亿 | 2.22% | 4,196,656 | 84,600 | 2.1% | $3,195.76万 | 加仓 |
| GOOG | ALPHABET INC | $14.89亿 | 2.09% | 4,215,120 | 110,600 | 2.7% | $3,907.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $11.94亿 | 1.67% | 1,034,103 | -71,500 | -6.5% | -$8,253.17万 | 减仓 |
| META | META PLATFORMS INC | $11.60亿 | 1.63% | 2,058,535 | -800 | -0.0% | -$45.06万 | 减仓 |
| TSLA | TESLA INC | $10.42亿 | 1.46% | 2,477,311 | 62,811 | 2.6% | $2,641.83万 | 加仓 |
| LLY | ELI LILLY & CO | $8.71亿 | 1.22% | 726,199 | -230,618 | -24.1% | -$2.77亿 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $8.39亿 | 1.18% | 1,444,194 | 118,600 | 8.9% | $6,889.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.08亿 | 1.13% | 1,615,069 | -62,700 | -3.7% | -$3,137.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $7.82亿 | 1.10% | 2,389,766 | -25,500 | -1.1% | -$834.69万 | 减仓 |
| COP | CONOCOPHILLIPS | $7.11亿 | 1.00% | 6,842,477 | 823,300 | 13.7% | $8,559.03万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $6.52亿 | 0.91% | 2,566,595 | 103,587 | 4.2% | $2,630.80万 | 加仓 |
| INTC | INTEL CORP | $5.67亿 | 0.80% | 4,063,385 | -99,969 | -2.4% | -$1,395.87万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $5.14亿 | 0.72% | 1,185,720 | 27,600 | 2.4% | $1,195.99万 | 加仓 |
| V | VISA INC | $5.03亿 | 0.71% | 1,466,020 | -23,020 | -1.5% | -$789.79万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $4.61亿 | 0.65% | 1,110,167 | 153,661 | 16.1% | $6,386.61万 | 加仓 |
| WMT | WALMART INC | $4.13亿 | 0.58% | 3,648,826 | -13,200 | -0.4% | -$149.50万 | 减仓 |
| AMAT | APPLIED MATLS INC | $4.10亿 | 0.58% | 567,726 | -98,300 | -14.8% | -$7,107.09万 | 减仓 |
| CSCO | CISCO SYS INC | $4.07亿 | 0.57% | 3,462,621 | -421,900 | -10.9% | -$4,955.64万 | 减仓 |
| ABBV | ABBVIE INC | $4.02亿 | 0.56% | 1,598,568 | 128,297 | 8.7% | $3,228.47万 | 加仓 |
| — | EXXON MOBIL CORP | $3.93亿 | 0.55% | 2,876,822 | 657,900 | 29.6% | $8,994.81万 | 加仓 |
| CAT | CATERPILLAR INC | $3.92亿 | 0.55% | 367,704 | -19,100 | -4.9% | -$2,033.96万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3.70亿 | 0.52% | 395,677 | -2,000 | -0.5% | -$187.09万 | 减仓 |
| BAC | BANK OF AMER CORP | $3.70亿 | 0.52% | 6,492,673 | 93,300 | 1.5% | $531.62万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $3.66亿 | 0.51% | 10,349,328 | -2,444,769 | -19.1% | -$8,652.04万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3.64亿 | 0.51% | 709,610 | -4,000 | -0.6% | -$205.44万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $3.49亿 | 0.49% | 8,448,385 | 7,607,191 | 904.3% | $3.14亿 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $3.40亿 | 0.48% | 1,015,480 | 199,741 | 24.5% | $6,687.13万 | 加仓 |
| GE | GE AEROSPACE | $3.30亿 | 0.46% | 881,663 | -153,100 | -14.8% | -$5,721.81万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3.11亿 | 0.44% | 2,120,273 | -696,700 | -24.7% | -$1.02亿 | 减仓 |
| HD | HOME DEPOT INC | $2.95亿 | 0.41% | 837,256 | -116,600 | -12.2% | -$4,112.25万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2.86亿 | 0.40% | 1,724,613 | -776,153 | -31.0% | -$1.29亿 | 减仓 |
| KO | COCA COLA CO | $2.81亿 | 0.39% | 3,453,382 | -348,800 | -9.2% | -$2,834.70万 | 减仓 |
| KLAC | KLA CORP | $2.76亿 | 0.39% | 914,840 | -34,700 | -3.7% | -$1,046.93万 | 减仓 |
| GEV | GE VERNOVA INC | $2.76亿 | 0.39% | 234,699 | 10,200 | 4.5% | $1,198.36万 | 加仓 |
| DOV | DOVER CORP | $2.75亿 | 0.39% | 1,224,468 | 502,822 | 69.7% | $1.13亿 | 加仓 |
| RTX | RTX CORPORATION | $2.72亿 | 0.38% | 1,434,057 | 21,600 | 1.5% | $409.82万 | 加仓 |
| ORCL | ORACLE CORP | $2.71亿 | 0.38% | 1,846,649 | -72,467 | -3.8% | -$1,062.00万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2.62亿 | 0.37% | 768,300 | -70,600 | -8.4% | -$2,407.60万 | 减仓 |
| SNDK | SANDISK CORP | $2.62亿 | 0.37% | 115,099 | 2,900 | 2.6% | $659.38万 | 加仓 |
| MRK | MERCK & CO INC | $2.61亿 | 0.37% | 2,030,023 | -657,416 | -24.5% | -$8,447.80万 | 减仓 |
| NFLX | NETFLIX INC. | $2.57亿 | 0.36% | 3,602,330 | -30,100 | -0.8% | -$214.91万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.53亿 | 0.35% | 898,190 | -39,200 | -4.2% | -$1,102.34万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2.51亿 | 0.35% | 1,389,954 | -4,600 | -0.3% | -$83.22万 | 减仓 |
| APH | AMPHENOL CORP | $2.51亿 | 0.35% | 1,423,120 | -361,768 | -20.3% | -$6,378.69万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $2.41亿 | 0.34% | 766,536 | -87,500 | -10.2% | -$2,752.66万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.39亿 | 0.33% | 2,047,700 | 1,300 | 0.1% | $15.17万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.38亿 | 0.33% | 1,631,713 | 116,037 | 7.7% | $1,695.42万 | 加仓 |
| LIN | LINDE PLC | $2.35亿 | 0.33% | 452,335 | -1,000 | -0.2% | -$51.89万 | 减仓 |
| OVV | OVINTIV INC | $2.30亿 | 0.32% | 4,372,109 | -535,000 | -10.9% | -$2,816.78万 | 减仓 |
| VNOM | VIPER ENERGY INC | $2.30亿 | 0.32% | 5,426,609 | 421,919 | 8.4% | $1,788.94万 | 加仓 |
| WFC | WELLS FARGO & CO | $2.26亿 | 0.32% | 2,729,296 | -40,200 | -1.5% | -$332.21万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.22亿 | 0.31% | 745,800 | 745,800 | — | $2.22亿 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.19亿 | 0.31% | 216,089 | 761 | 0.4% | $76.97万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2.15亿 | 0.30% | 721,644 | -71,400 | -9.0% | -$2,128.22万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2.12亿 | 0.30% | 2,332,115 | 624,351 | 36.6% | $5,665.36万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.04亿 | 0.29% | 406,154 | -139,678 | -25.6% | -$7,002.90万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1.96亿 | 0.28% | 307,437 | 13,700 | 4.7% | $875.05万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.96亿 | 0.27% | 393,964 | 141,974 | 56.3% | $7,052.27万 | 加仓 |
| MS | MORGAN STANLEY | $1.94亿 | 0.27% | 929,034 | -43,700 | -4.5% | -$913.50万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.93亿 | 0.27% | 200,000 | 14,600 | 7.9% | $1,408.90万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.88亿 | 0.26% | 1,105,900 | 180,800 | 19.5% | $3,071.43万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.83亿 | 0.26% | 799,003 | 458,240 | 134.5% | $1.05亿 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $1.75亿 | 0.25% | 5,600,000 | -7,209,485 | -56.3% | -$2.25亿 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.71亿 | 0.24% | 224,400 | 18,600 | 9.0% | $1,419.44万 | 加仓 |
| AMGN | AMGEN INC | $1.71亿 | 0.24% | 471,833 | 129,333 | 37.8% | $4,683.41万 | 加仓 |
| CVS | CVS HEALTH CORP | $1.70亿 | 0.24% | 1,639,209 | 42,579 | 2.7% | $440.48万 | 加仓 |
| QCOM | QUALCOMM INC | $1.68亿 | 0.24% | 910,021 | -45,800 | -4.8% | -$846.34万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1.68亿 | 0.24% | 2,252,000 | 1,653,000 | 276.0% | $1.23亿 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1.63亿 | 0.23% | 1,198,242 | 983,533 | 458.1% | $1.34亿 | 加仓 |
| C | CITIGROUP INC | $1.59亿 | 0.22% | 1,136,086 | 240,600 | 26.9% | $3,367.44万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.58亿 | 0.22% | 399,037 | 71,300 | 21.8% | $2,831.82万 | 加仓 |
| MTDR | MATADOR RES CO | $1.58亿 | 0.22% | 3,181,013 | 145,016 | 4.8% | $721.89万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.58亿 | 0.22% | 3,723,872 | -203,900 | -5.2% | -$863.31万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $1.53亿 | 0.21% | 1,722,300 | 1,722,300 | — | $1.53亿 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $1.53亿 | 0.21% | 5,733,448 | -683,039 | -10.6% | -$1,820.98万 | 减仓 |
| CB | CHUBB LIMITED | $1.50亿 | 0.21% | 441,483 | -154,400 | -25.9% | -$5,261.03万 | 减仓 |
| XEL | XCEL ENERGY INC | $1.49亿 | 0.21% | 1,859,342 | 285,400 | 18.1% | $2,291.76万 | 加仓 |
| ASML | ASML HLDG NV | $1.49亿 | 0.21% | 75,000 | 20,000 | 36.4% | $3,978.88万 | 加仓 |
| BA | BOEING CO | $1.48亿 | 0.21% | 683,059 | -116,332 | -14.6% | -$2,518.24万 | 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 |
| EQIX | EQUINIX INC | $1.46亿 | 0.20% | 139,968 | -18,100 | -11.5% | -$1,886.73万 | 减仓 |
| DIS | DISNEY WALT CO | $1.43亿 | 0.20% | 1,483,725 | -253,300 | -14.6% | -$2,438.01万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $1.43亿 | 0.20% | 4,063,110 | 445,000 | 12.3% | $1,563.73万 | 加仓 |
| GLW | CORNING INC | $1.43亿 | 0.20% | 558,421 | 84,000 | 17.7% | $2,145.61万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1.41亿 | 0.20% | 428,104 | 92,800 | 27.7% | $3,063.51万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $1.40亿 | 0.20% | 2,500,000 | -4,980,633 | -66.6% | -$2.79亿 | 减仓 |
| MMM | 3M CO | $1.40亿 | 0.20% | 863,485 | 583,516 | 208.4% | $9,447.71万 | 加仓 |
| TJX | TJX COS INC NEW | $1.40亿 | 0.20% | 922,248 | 6,400 | 0.7% | $96.96万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $1.38亿 | 0.19% | 1,467,874 | -832,547 | -36.2% | -$7,835.93万 | 减仓 |
| CRM | SALESFORCE INC | $1.38亿 | 0.19% | 879,139 | -210,300 | -19.3% | -$3,294.56万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.37亿 | 0.19% | 1,002,906 | 273,400 | 37.5% | $3,740.39万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.35亿 | 0.19% | 1,071,977 | 155,464 | 17.0% | $1,964.13万 | 加仓 |
| WELL | WELLTOWER INC | $1.34亿 | 0.19% | 589,606 | -35,500 | -5.7% | -$805.74万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.33亿 | 0.19% | 96,352 | 22,700 | 30.8% | $3,137.96万 | 加仓 |
| ETN | EATON CORP PLC | $1.32亿 | 0.18% | 309,098 | -13,800 | -4.3% | -$588.05万 | 减仓 |