TWO SIGMA INVESTMENTS, LP
NEW YORK NY · SEC CIK 0001179392
$1,381.18亿2026Q2 申报市值
5,017持仓数
8.3%前十大占比 · 第一大 1.1%
915 / 609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
INTU 重新持有+$5.51亿
WFC 加仓+$4.70亿
BSX 加仓+$4.25亿
GS 加仓+$3.92亿
AMGN 加仓+$3.83亿
2026Q2 卖出最多 按季末市值估算
MU 减仓-$20.26亿
SNDK 减仓-$11.85亿
DELL 减仓-$10.26亿
NVDA 减仓-$9.90亿
GOOGL 减仓-$7.81亿
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 |
|---|---|---|---|---|---|---|---|---|
| IPI | INTREPID POTASH INC | $0 | 0.00% | 0 | -8,641 | -100.0% | -$36.96万 | 清仓 |
| — | ADVISORSHARES TR | $0 | 0.00% | 0 | -4,500 | -100.0% | -$36.73万 | 清仓 |
| — | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -8,600 | -100.0% | -$36.70万 | 清仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,200 | -100.0% | -$36.45万 | 清仓 |
| ZG | ZILLOW GROUP INC 看跌期权 | $0 | 0.00% | 0 | -8,800 | -100.0% | -$36.42万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN 看涨期权 | $0 | 0.00% | 0 | -5,800 | -100.0% | -$36.37万 | 清仓 |
| DON | WISDOMTREE TR | $0 | 0.00% | 0 | -6,900 | -100.0% | -$36.25万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC 看涨期权 | $0 | 0.00% | 0 | -10,100 | -100.0% | -$36.19万 | 清仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP 看涨期权 | $0 | 0.00% | 0 | -3,900 | -100.0% | -$36.18万 | 清仓 |
| CMCSA | COMCAST CORP NEW 看跌期权 | $0 | 0.00% | 0 | -12,600 | -100.0% | -$36.17万 | 清仓 |
| — | U S GOLD CORP | $0 | 0.00% | 0 | -23,793 | -100.0% | -$36.14万 | 清仓 |
| AI | C3 AI INC 看跌期权 | $0 | 0.00% | 0 | -42,800 | -100.0% | -$36.04万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -9,300 | -100.0% | -$36.01万 | 清仓 |
| ATHM | AUTOHOME INC | $0 | 0.00% | 0 | -20,700 | -100.0% | -$35.96万 | 清仓 |
| — | QUANTUMSPHERE ACQUISITION CO | $0 | 0.00% | 0 | -35,291 | -100.0% | -$35.71万 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED 看跌期权 | $0 | 0.00% | 0 | -4,200 | -100.0% | -$35.55万 | 清仓 |
| CBT | CABOT CORP | $0 | 0.00% | 0 | -4,708 | -100.0% | -$35.46万 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -23,571 | -100.0% | -$35.24万 | 清仓 |
| IOT | SAMSARA INC 看跌期权 | $0 | 0.00% | 0 | -11,000 | -100.0% | -$34.86万 | 清仓 |
| QUBT | QUANTUM COMPUTING INC 看跌期权 | $0 | 0.00% | 0 | -50,200 | -100.0% | -$34.39万 | 清仓 |
| ACLC | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -4,648 | -100.0% | -$34.27万 | 清仓 |
| CR | CRANE COMPANY 看跌期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$34.20万 | 清仓 |
| AGYS | AGILYSYS INC | $0 | 0.00% | 0 | -4,801 | -100.0% | -$34.15万 | 清仓 |
| XPEL | XPEL INC | $0 | 0.00% | 0 | -7,700 | -100.0% | -$34.08万 | 清仓 |
| AZO | AUTOZONE INC 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$33.78万 | 清仓 |
| ACI | ALBERTSONS COS INC 看涨期权 | $0 | 0.00% | 0 | -19,600 | -100.0% | -$33.40万 | 清仓 |
| — | AGI INC | $0 | 0.00% | 0 | -45,842 | -100.0% | -$33.33万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$33.21万 | 清仓 |
| DLTR | DOLLAR TREE INC 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$32.85万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,684 | -100.0% | -$32.35万 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED 看涨期权 | $0 | 0.00% | 0 | -3,800 | -100.0% | -$32.16万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S 看涨期权 | $0 | 0.00% | 0 | -1,400 | -100.0% | -$32.02万 | 清仓 |
| CODI | COMPASS DIVERSIFIED | $0 | 0.00% | 0 | -40,620 | -100.0% | -$31.93万 | 清仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $0 | 0.00% | 0 | -6,900 | -100.0% | -$31.84万 | 清仓 |
| RRC | RANGE RES CORP 看涨期权 | $0 | 0.00% | 0 | -7,000 | -100.0% | -$31.63万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC 看跌期权 | $0 | 0.00% | 0 | -2,100 | -100.0% | -$31.50万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -5,558 | -100.0% | -$31.30万 | 清仓 |
| SPYX | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,900 | -100.0% | -$31.29万 | 清仓 |
| MCD | MCDONALDS CORP 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$31.08万 | 清仓 |
| VEL | VELOCITY FINL INC | $0 | 0.00% | 0 | -17,144 | -100.0% | -$31.01万 | 清仓 |
| LYFT | LYFT INC 看跌期权 | $0 | 0.00% | 0 | -23,100 | -100.0% | -$30.72万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC 看跌期权 | $0 | 0.00% | 0 | -7,000 | -100.0% | -$30.67万 | 清仓 |
| RSG | REPUBLIC SVCS INC 看跌期权 | $0 | 0.00% | 0 | -1,400 | -100.0% | -$30.66万 | 清仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR 看涨期权 | $0 | 0.00% | 0 | -10,800 | -100.0% | -$30.36万 | 清仓 |
| RDY | DR REDDYS LABS LTD | $0 | 0.00% | 0 | -21,800 | -100.0% | -$30.19万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC 看涨期权 | $0 | 0.00% | 0 | -4,000 | -100.0% | -$30.10万 | 清仓 |
| LAD | LITHIA MTRS INC 看涨期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$29.97万 | 清仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,100 | -100.0% | -$29.61万 | 清仓 |
| CME | CME GROUP INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$29.54万 | 清仓 |
| CME | CME GROUP INC 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$29.54万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -2,517 | -100.0% | -$29.47万 | 清仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $0 | 0.00% | 0 | -52,500 | -100.0% | -$29.30万 | 清仓 |
| JAKK | JAKKS PAC INC | $0 | 0.00% | 0 | -14,635 | -100.0% | -$29.15万 | 清仓 |
| — | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -5,100 | -100.0% | -$28.81万 | 清仓 |
| GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | -6,702 | -100.0% | -$28.59万 | 清仓 |
| FTI | TECHNIPFMC PLC 看跌期权 | $0 | 0.00% | 0 | -4,100 | -100.0% | -$28.34万 | 清仓 |
| TSN | TYSON FOODS INC 看跌期权 | $0 | 0.00% | 0 | -4,400 | -100.0% | -$28.19万 | 清仓 |
| NGNE | NEUROGENE INC | $0 | 0.00% | 0 | -13,891 | -100.0% | -$28.00万 | 清仓 |
| PVH | PVH CORPORATION 看涨期权 | $0 | 0.00% | 0 | -4,000 | -100.0% | -$27.90万 | 清仓 |
| — | TIDAL TRUST I | $0 | 0.00% | 0 | -5,400 | -100.0% | -$27.55万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -4,380 | -100.0% | -$27.45万 | 清仓 |
| CR | CRANE COMPANY 看涨期权 | $0 | 0.00% | 0 | -1,600 | -100.0% | -$27.36万 | 清仓 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -4,856 | -100.0% | -$27.14万 | 清仓 |
| WIX | WIX COM LTD 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$27.02万 | 清仓 |
| MASS | 908 DEVICES INC | $0 | 0.00% | 0 | -44,127 | -100.0% | -$27.01万 | 清仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -2,900 | -100.0% | -$26.85万 | 清仓 |
| AGI | ALAMOS GOLD INC 看跌期权 | $0 | 0.00% | 0 | -6,000 | -100.0% | -$26.66万 | 清仓 |
| WIT | WIPRO LTD | $0 | 0.00% | 0 | -123,718 | -100.0% | -$26.23万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -1,579 | -100.0% | -$26.22万 | 清仓 |
| USB | US BANCORP 看涨期权 | $0 | 0.00% | 0 | -5,000 | -100.0% | -$26.00万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2,300 | -100.0% | -$25.79万 | 清仓 |
| WEN | WENDYS CO 看跌期权 | $0 | 0.00% | 0 | -37,000 | -100.0% | -$25.71万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN 看跌期权 | $0 | 0.00% | 0 | -4,100 | -100.0% | -$25.71万 | 清仓 |
| — | LOANDEPOT INC | $0 | 0.00% | 0 | -180,702 | -100.0% | -$25.66万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC 看跌期权 | $0 | 0.00% | 0 | -3,100 | -100.0% | -$25.52万 | 清仓 |
| DXCM | DEXCOM INC 看涨期权 | $0 | 0.00% | 0 | -4,000 | -100.0% | -$25.12万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,880 | -100.0% | -$25.12万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,000 | -100.0% | -$25.09万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY 看跌期权 | $0 | 0.00% | 0 | -11,100 | -100.0% | -$24.72万 | 清仓 |
| AMR | ALPHA METALLURGICAL RESOUR I 看跌期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$24.63万 | 清仓 |
| EVTL | VERTICAL AEROSPACE LTD | $0 | 0.00% | 0 | -110,632 | -100.0% | -$24.45万 | 清仓 |
| WEC | WEC ENERGY GROUP INC 看跌期权 | $0 | 0.00% | 0 | -2,100 | -100.0% | -$24.31万 | 清仓 |
| — | PUBLIC POL HLDG CO INC | $0 | 0.00% | 0 | -18,250 | -100.0% | -$23.87万 | 清仓 |
| KSS | KOHLS CORP 看跌期权 | $0 | 0.00% | 0 | -18,400 | -100.0% | -$23.74万 | 清仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$23.70万 | 清仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP 看跌期权 | $0 | 0.00% | 0 | -7,000 | -100.0% | -$23.70万 | 清仓 |
| AES | AES CORP 看涨期权 | $0 | 0.00% | 0 | -16,800 | -100.0% | -$23.67万 | 清仓 |
| — | ZEPP HEALTH CORPORATION | $0 | 0.00% | 0 | -19,750 | -100.0% | -$23.60万 | 清仓 |
| PHM | PULTE GROUP INC 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$23.52万 | 清仓 |
| ROCK | GIBRALTAR INDS INC | $0 | 0.00% | 0 | -5,800 | -100.0% | -$23.12万 | 清仓 |
| — | HONEYWELL INTL INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.60万 | 清仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $0 | 0.00% | 0 | -2,600 | -100.0% | -$22.59万 | 清仓 |
| — | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -7,500 | -100.0% | -$22.58万 | 清仓 |
| — | ADVISORS INNER CIRCLE FD III | $0 | 0.00% | 0 | -5,600 | -100.0% | -$22.51万 | 清仓 |
| GTLB | GITLAB INC 看跌期权 | $0 | 0.00% | 0 | -10,400 | -100.0% | -$22.51万 | 清仓 |
| ONIT | ONITY GROUP INC | $0 | 0.00% | 0 | -5,689 | -100.0% | -$22.34万 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL 看跌期权 | $0 | 0.00% | 0 | -6,000 | -100.0% | -$22.21万 | 清仓 |
| GSK | GSK PLC 看跌期权 | $0 | 0.00% | 0 | -4,000 | -100.0% | -$22.08万 | 清仓 |
| SION | SIONNA THERAPEUTICS INC | $0 | 0.00% | 0 | -5,500 | -100.0% | -$22.05万 | 清仓 |
| DLTR | DOLLAR TREE INC 看跌期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$21.90万 | 清仓 |