GEODE CAPITAL MANAGEMENT, LLC
BOSTON MA · SEC CIK 0001214717
$1.88万亿2026Q2 申报市值
4,447持仓数
31.1%前十大占比 · 第一大 6.5%
155 / 225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
MRVL 加仓+$25.35亿
SPCX 新建仓+$23.07亿
HONA 新建仓+$18.17亿
GOOG 加仓+$10.97亿
KO 加仓+$10.57亿
2026Q2 卖出最多 按季末市值估算
HON 减仓-$18.03亿
SNDK 减仓-$14.11亿
DD 减仓-$9.97亿
CCL 清仓-$8.48亿
COTERRA ENERGY I 清仓-$7.62亿
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 |
|---|---|---|---|---|---|---|---|---|
| COFS | CHOICEONE FINANCIAL SVCS INC | $1,295.29万 | 0.00% | 380,890 | 30,255 | 8.6% | $102.89万 | 加仓 |
| STRO | SUTRO BIOPHARMA INC | $1,294.10万 | 0.00% | 389,692 | 218,306 | 127.4% | $724.96万 | 加仓 |
| SFIX | STITCH FIX INC-CLASS A | $1,293.72万 | 0.00% | 3,146,916 | 260,221 | 9.0% | $106.98万 | 加仓 |
| YORW | YORK WATER CO | $1,292.72万 | 0.00% | 421,682 | 77,051 | 22.4% | $236.21万 | 加仓 |
| BVS | BIOVENTUS INC - A | $1,289.41万 | 0.00% | 1,365,716 | 197,469 | 16.9% | $186.44万 | 加仓 |
| BSRR | SIERRA BANCORP | $1,285.72万 | 0.00% | 315,368 | 30,024 | 10.5% | $122.40万 | 加仓 |
| GRND | GRINDR INC | $1,278.44万 | 0.00% | 889,432 | 21,235 | 2.4% | $30.52万 | 加仓 |
| PACB | PACIFIC BIOSCIENCES OF CALIF | $1,278.24万 | 0.00% | 7,606,518 | 631,252 | 9.0% | $106.08万 | 加仓 |
| OXM | OXFORD INDUSTRIES INC | $1,275.41万 | 0.00% | 365,685 | 25,977 | 7.6% | $90.60万 | 加仓 |
| BATRA | ATLANTA BRAVES HOLDINGS IN-A | $1,268.21万 | 0.00% | 225,122 | -7,133 | -3.1% | -$40.18万 | 减仓 |
| SD | SANDRIDGE ENERGY INC | $1,268.01万 | 0.00% | 925,350 | 157,652 | 20.5% | $216.03万 | 加仓 |
| URG | UR-ENERGY INC | $1,267.90万 | 0.00% | 9,320,595 | 5,540,265 | 146.6% | $753.65万 | 加仓 |
| HBCP | HOME BANCORP INC | $1,266.50万 | 0.00% | 184,801 | 20,436 | 12.4% | $140.05万 | 加仓 |
| MTW | MANITOWOC COMPANY INC | $1,264.83万 | 0.00% | 910,377 | 58,589 | 6.9% | $81.40万 | 加仓 |
| LXFR | LUXFER HOLDINGS PLC | $1,258.83万 | 0.00% | 697,649 | 33,587 | 5.1% | $60.60万 | 加仓 |
| CSIQ | CANADIAN SOLAR INC | $1,258.67万 | 0.00% | 785,688 | 682,935 | 664.6% | $1,094.06万 | 加仓 |
| DFH | DREAM FINDERS HOMES INC - A | $1,258.51万 | 0.00% | 729,022 | 10,431 | 1.5% | $18.01万 | 加仓 |
| OLP | ONE LIBERTY PROPERTIES INC | $1,251.16万 | 0.00% | 512,253 | 13,988 | 2.8% | $34.17万 | 加仓 |
| FSM | FORTUNA MINING CORP | $1,250.11万 | 0.00% | 1,110,477 | 123,483 | 12.5% | $139.01万 | 加仓 |
| AIOT | POWERFLEET INC | $1,247.86万 | 0.00% | 3,257,398 | 192,658 | 6.3% | $73.80万 | 加仓 |
| SATL | SATELLOGIC INC-A | $1,247.29万 | 0.00% | 2,180,058 | 251,844 | 13.1% | $144.09万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $1,247.02万 | 0.00% | 520,738 | 233,160 | 81.1% | $558.35万 | 加仓 |
| AURA | AURA BIOSCIENCES INC | $1,246.29万 | 0.00% | 1,754,721 | 443,859 | 33.9% | $315.25万 | 加仓 |
| — | GEMINI SPACE STATION INC-A | $1,242.09万 | 0.00% | 1,200,409 | 728,057 | 154.1% | $753.34万 | 加仓 |
| BXC | BLUELINX HOLDINGS INC | $1,241.99万 | 0.00% | 200,653 | 10,446 | 5.5% | $64.66万 | 加仓 |
| GENB | GENERATE BIOMEDICINES INC | $1,240.25万 | 0.00% | 735,003 | 616,760 | 521.6% | $1,040.73万 | 加仓 |
| IMMX | IMMIX BIOPHARMA INC | $1,238.72万 | 0.00% | 1,201,097 | 737,713 | 159.2% | $760.82万 | 加仓 |
| CRSR | CORSAIR GAMING INC | $1,236.20万 | 0.00% | 1,278,164 | 80,219 | 6.7% | $77.59万 | 加仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $1,234.02万 | 0.00% | 531,559 | 50,409 | 10.5% | $117.03万 | 加仓 |
| PAA | PLAINS ALL AMER PIPELINE LP | $1,232.89万 | 0.00% | 553,859 | -20,748 | -3.6% | -$46.19万 | 减仓 |
| OOMA | OOMA INC | $1,229.38万 | 0.00% | 639,444 | 14,130 | 2.3% | $27.17万 | 加仓 |
| UWMC | UWM HOLDINGS CORP | $1,225.20万 | 0.00% | 5,348,788 | 1,107,158 | 26.1% | $253.61万 | 加仓 |
| SII | SPROTT INC | $1,223.15万 | 0.00% | 81,270 | 5,964 | 7.9% | $89.76万 | 加仓 |
| RPC | RIDGEPOST CAPITAL INC-A | $1,221.13万 | 0.00% | 1,551,349 | 96,533 | 6.6% | $75.99万 | 加仓 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $1,219.50万 | 0.00% | 504,236 | 277,025 | 121.9% | $669.99万 | 加仓 |
| FLNG | FLEX LNG LTD | $1,215.54万 | 0.00% | 433,194 | 48,315 | 12.6% | $135.57万 | 加仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $1,211.28万 | 0.00% | 1,222,016 | 212,654 | 21.1% | $210.78万 | 加仓 |
| CPS | COOPER-STANDARD HOLDING | $1,210.82万 | 0.00% | 447,506 | 26,638 | 6.3% | $72.07万 | 加仓 |
| MDXG | MIMEDX GROUP INC | $1,210.55万 | 0.00% | 3,143,488 | 262,329 | 9.1% | $101.02万 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $1,208.25万 | 0.00% | 336,459 | -788 | -0.2% | -$2.83万 | 减仓 |
| DC | DAKOTA GOLD CORP | $1,205.58万 | 0.00% | 2,829,308 | 627,953 | 28.5% | $267.57万 | 加仓 |
| CLFD | CLEARFIELD INC | $1,202.14万 | 0.00% | 302,039 | 16,198 | 5.7% | $64.47万 | 加仓 |
| CWH | CAMPING WORLD HOLDINGS INC-A | $1,196.15万 | 0.00% | 1,567,279 | 145,055 | 10.2% | $110.71万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC-SP ADR | $1,192.93万 | 0.00% | 184,236 | 1,208 | 0.7% | $7.82万 | 加仓 |
| GEF/B | GREIF INC-CL B | $1,191.97万 | 0.00% | 127,375 | 42,530 | 50.1% | $398.00万 | 加仓 |
| TRC | TEJON RANCH CO | $1,188.43万 | 0.00% | 635,379 | 38,780 | 6.5% | $72.54万 | 加仓 |
| FEIM | FREQUENCY ELECTRONICS INC | $1,181.32万 | 0.00% | 177,998 | 17,656 | 11.0% | $117.18万 | 加仓 |
| CCCC | C4 THERAPEUTICS INC | $1,178.07万 | 0.00% | 2,522,163 | 1,571,120 | 165.2% | $733.85万 | 加仓 |
| BELFA | BEL FUSE INC-CL A | $1,176.10万 | 0.00% | 40,374 | 5,589 | 16.1% | $162.81万 | 加仓 |
| LOGI | LOGITECH INTERNATIONAL-REG | $1,175.49万 | 0.00% | 124,999 | 933 | 0.8% | $8.77万 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $1,173.00万 | 0.00% | 557,374 | 61,306 | 12.4% | $129.02万 | 加仓 |
| TIPT | TIPTREE INC | $1,172.24万 | 0.00% | 653,998 | 29,854 | 4.8% | $53.51万 | 加仓 |
| ARHS | ARHAUS INC | $1,160.27万 | 0.00% | 1,377,827 | 83,651 | 6.5% | $70.44万 | 加仓 |
| OIS | OIL STATES INTERNATIONAL INC | $1,158.31万 | 0.00% | 1,445,708 | 87,918 | 6.5% | $70.44万 | 加仓 |
| WYFI | WHITEFIBER INC | $1,158.09万 | 0.00% | 298,029 | 17,918 | 6.4% | $69.63万 | 加仓 |
| TITN | TITAN MACHINERY INC | $1,156.72万 | 0.00% | 547,568 | 30,013 | 5.8% | $63.40万 | 加仓 |
| SERV | SERVE ROBOTICS INC | $1,155.11万 | 0.00% | 1,755,095 | 208,429 | 13.5% | $137.18万 | 加仓 |
| FPI | FARMLAND PARTNERS INC | $1,148.48万 | 0.00% | 1,186,196 | 113,540 | 10.6% | $109.93万 | 加仓 |
| AMCX | AMC GLOBAL MEDIA INC | $1,147.85万 | 0.00% | 1,149,899 | 116,397 | 11.3% | $116.19万 | 加仓 |
| MGTX | MEIRAGTX HOLDINGS PLC | $1,147.11万 | 0.00% | 849,082 | 264,183 | 45.2% | $356.91万 | 加仓 |
| VREX | VAREX IMAGING CORP | $1,145.48万 | 0.00% | 1,097,969 | 57,740 | 5.6% | $60.24万 | 加仓 |
| BMRC | BANK OF MARIN BANCORP/CA | $1,144.76万 | 0.00% | 413,173 | 22,872 | 5.9% | $63.37万 | 加仓 |
| IIIV | I3 VERTICALS INC-CLASS A | $1,140.52万 | 0.00% | 533,827 | -4,884 | -0.9% | -$10.43万 | 减仓 |
| CTNM | CONTINEUM THERAPEUTICS INC-A | $1,136.40万 | 0.00% | 693,188 | 411,150 | 145.8% | $674.03万 | 加仓 |
| DDD | 3D SYSTEMS CORP | $1,135.50万 | 0.00% | 3,758,927 | 368,199 | 10.9% | $111.23万 | 加仓 |
| MCFT | MASTERCRAFT BOAT HOLDINGS IN | $1,135.16万 | 0.00% | 439,588 | 87,608 | 24.9% | $226.23万 | 加仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $1,132.58万 | 0.00% | 776,634 | 51,573 | 7.1% | $75.21万 | 加仓 |
| YSS | YORK SPACE SYSTEMS INC | $1,132.08万 | 0.00% | 459,686 | 31,606 | 7.4% | $77.84万 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP/NY | $1,131.62万 | 0.00% | 747,733 | 25,257 | 3.5% | $38.22万 | 加仓 |
| ALTO | ALTO INGREDIENTS INC | $1,128.93万 | 0.00% | 1,980,080 | 1,088,965 | 122.2% | $620.87万 | 加仓 |
| RZLT | REZOLUTE INC | $1,128.82万 | 0.00% | 2,170,154 | 205,795 | 10.5% | $107.05万 | 加仓 |
| DGICA | DONEGAL GROUP INC-CL A | $1,125.35万 | 0.00% | 596,546 | 40,594 | 7.3% | $76.58万 | 加仓 |
| ASPN | ASPEN AEROGELS INC | $1,122.78万 | 0.00% | 1,770,425 | 229,654 | 14.9% | $145.64万 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $1,120.89万 | 0.00% | 1,337,243 | 64,334 | 5.1% | $53.93万 | 加仓 |
| EOLS | EVOLUS INC | $1,116.53万 | 0.00% | 1,608,394 | 227,056 | 16.4% | $157.62万 | 加仓 |
| SGMT | SAGIMET BIOSCIENCES INC-A | $1,116.51万 | 0.00% | 1,444,019 | 1,134,497 | 366.5% | $877.19万 | 加仓 |
| SSTK | SHUTTERSTOCK INC | $1,115.22万 | 0.00% | 799,290 | 71,472 | 9.8% | $99.72万 | 加仓 |
| FSTR | FOSTER (LB) CO-A | $1,113.59万 | 0.00% | 246,464 | 17,753 | 7.8% | $80.21万 | 加仓 |
| GLRE | GREENLIGHT CAPITAL RE LTD-A | $1,113.29万 | 0.00% | 687,912 | 56,954 | 9.0% | $92.17万 | 加仓 |
| NECB | NORTHEAST COMMUNITY BANCORP | $1,112.86万 | 0.00% | 401,101 | 5,084 | 1.3% | $14.11万 | 加仓 |
| VITL | VITAL FARMS INC | $1,112.09万 | 0.00% | 956,033 | 65,174 | 7.3% | $75.81万 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $1,110.28万 | 0.00% | 973,744 | 194,222 | 24.9% | $221.46万 | 加仓 |
| PRTA | PROTHENA CORP PLC | $1,102.50万 | 0.00% | 1,125,877 | 27,711 | 2.5% | $27.14万 | 加仓 |
| STTK | SHATTUCK LABS INC | $1,100.05万 | 0.00% | 1,584,756 | 939,051 | 145.4% | $651.84万 | 加仓 |
| NXH | BED BATH & BEYOND INC | $1,100.01万 | 0.00% | 1,899,355 | 281,829 | 17.4% | $163.22万 | 加仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $1,098.52万 | 0.00% | 333,245 | 26,761 | 8.7% | $88.22万 | 加仓 |
| OVID | OVID THERAPEUTICS INC | $1,095.75万 | 0.00% | 4,072,653 | 2,754,562 | 209.0% | $741.12万 | 加仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $1,092.28万 | 0.00% | 373,972 | 23,778 | 6.8% | $69.45万 | 加仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $1,091.37万 | 0.00% | 2,622,888 | 214,697 | 8.9% | $89.33万 | 加仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $1,086.47万 | 0.00% | 1,339,405 | 322,063 | 31.7% | $261.24万 | 加仓 |
| ITIC | INVESTORS TITLE CO | $1,084.74万 | 0.00% | 39,626 | 2,358 | 6.3% | $64.55万 | 加仓 |
| BUR | BURFORD CAPITAL LTD | $1,079.14万 | 0.00% | 2,632,387 | 207,264 | 8.5% | $84.97万 | 加仓 |
| CABA | CABALETTA BIO INC | $1,076.19万 | 0.00% | 3,459,464 | 2,326,219 | 205.3% | $723.65万 | 加仓 |
| MATV | MATIV HOLDINGS INC | $1,075.97万 | 0.00% | 1,421,015 | 86,313 | 6.5% | $65.35万 | 加仓 |
| UNTY | UNITY BANCORP INC | $1,073.13万 | 0.00% | 182,802 | 14,042 | 8.3% | $82.43万 | 加仓 |
| CBAN | COLONY BANKCORP | $1,072.32万 | 0.00% | 533,628 | 56,966 | 12.0% | $114.47万 | 加仓 |
| CAL | CALERES INC | $1,070.18万 | 0.00% | 864,890 | 70,390 | 8.9% | $87.10万 | 加仓 |
| FLGT | FULGENT GENETICS INC | $1,069.37万 | 0.00% | 521,014 | -63,193 | -10.8% | -$129.70万 | 减仓 |
| GLBE | GLOBAL-E ONLINE LTD | $1,068.83万 | 0.00% | 307,906 | 8,964 | 3.0% | $31.12万 | 加仓 |
| OBT | ORANGE COUNTY BANCORP INC | $1,067.49万 | 0.00% | 290,181 | 29,708 | 11.4% | $109.29万 | 加仓 |