CLOUGH CAPITAL PARTNERS L P
Boston MA · SEC CIK 0001276144
$12.28亿2026Q2 申报市值
102持仓数
34.9%前十大占比 · 第一大 4.2%
33 / 36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
CCL 新建仓+$3,881.24万
POOL 新建仓+$2,796.30万
LLY 新建仓+$2,528.52万
WST 新建仓+$2,383.76万
FERG 新建仓+$2,308.75万
2026Q2 卖出最多 按季末市值估算
CCL 清仓-$3,780.34万
EXE 减仓-$2,966.72万
SCHW 清仓-$2,546.54万
UPS 清仓-$2,346.71万
GOOG 减仓-$2,287.03万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $5,185.58万 | 4.22% | 146,763 | -64,728 | -30.6% | -$2,287.03万 | 减仓 |
| AMZN | AMAZON COM INC | $5,174.50万 | 4.21% | 217,106 | 24,685 | 12.8% | $588.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,734.43万 | 3.85% | 236,615 | 4,975 | 2.1% | $99.54万 | 加仓 |
| PHM | PULTE GROUP INC | $4,370.69万 | 3.56% | 318,540 | 191 | 0.1% | $2.62万 | 加仓 |
| DHI | D R HORTON INC | $4,310.00万 | 3.51% | 264,612 | 5,871 | 2.3% | $95.63万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $4,078.67万 | 3.32% | 128,450 | 4,489 | 3.6% | $142.54万 | 加仓 |
| BA | BOEING CO | $3,882.65万 | 3.16% | 179,362 | 122 | 0.1% | $2.64万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $3,881.24万 | 3.16% | 1,358,503 | 1,358,503 | — | $3,881.24万 | 新建仓 |
| RTX | RTX CORPORATION | $3,672.81万 | 2.99% | 193,581 | 45,502 | 30.7% | $863.31万 | 加仓 |
| ETN | EATON CORP PLC | $3,579.88万 | 2.91% | 84,011 | -16,244 | -16.2% | -$692.19万 | 减仓 |
| RKT | ROCKET COS INC | $3,145.99万 | 2.56% | 1,997,456 | 460,626 | 30.0% | $725.49万 | 加仓 |
| GE | GE AEROSPACE | $2,908.93万 | 2.37% | 77,835 | 7,300 | 10.3% | $272.82万 | 加仓 |
| POOL | POOL CORP | $2,796.30万 | 2.28% | 130,121 | 130,121 | — | $2,796.30万 | 新建仓 |
| MSFT | MICROSOFT CORP | $2,682.05万 | 2.18% | 71,901 | 22,927 | 46.8% | $855.22万 | 加仓 |
| LLY | ELI LILLY & CO | $2,528.52万 | 2.06% | 21,081 | 21,081 | — | $2,528.52万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2,383.76万 | 1.94% | 66,400 | 66,400 | — | $2,383.76万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $2,308.75万 | 1.88% | 97,280 | 97,280 | — | $2,308.75万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $2,194.51万 | 1.79% | 670,488 | 670,488 | — | $2,194.51万 | 新建仓 |
| ASML | ASML HLDG NV | $2,179.83万 | 1.77% | 10,957 | 9,381 | 595.2% | $1,866.29万 | 加仓 |
| AAPL | APPLE INC | $2,151.42万 | 1.75% | 74,351 | -78,605 | -51.4% | -$2,274.51万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $2,129.70万 | 1.73% | 41,803 | 7,593 | 22.2% | $386.83万 | 加仓 |
| TXG | 10X GENOMICS INC | $2,108.60万 | 1.72% | 549,973 | -60,401 | -9.9% | -$231.58万 | 重新持有 |
| JBL | JABIL INC | $2,082.29万 | 1.70% | 54,018 | 54,018 | — | $2,082.29万 | 新建仓 |
| HDB | HDFC BANK LTD | $2,003.71万 | 1.63% | 775,730 | 732,800 | 1,707.0% | $1,892.82万 | 重新持有 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,988.03万 | 1.62% | 253,575 | 253,575 | — | $1,988.03万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $1,860.01万 | 1.51% | 52,507 | 67 | 0.1% | $2.37万 | 加仓 |
| MKSI | MKS INC. | $1,829.95万 | 1.49% | 41,141 | 41,141 | — | $1,829.95万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $1,792.85万 | 1.46% | 373,977 | 373,977 | — | $1,792.85万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,791.04万 | 1.46% | 35,166 | 23,336 | 197.3% | $1,188.53万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1,683.52万 | 1.37% | 25,244 | 19 | 0.1% | $1.27万 | 加仓 |
| ILMN | ILLUMINA INC | $1,681.99万 | 1.37% | 95,660 | 95,660 | — | $1,681.99万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $1,681.17万 | 1.37% | 51,360 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $1,619.29万 | 1.32% | 127,644 | 127,644 | — | $1,619.29万 | 新建仓 |
| CLS | CELESTICA INC | $1,577.58万 | 1.28% | 43,245 | 43,245 | — | $1,577.58万 | 新建仓 |
| AVGO | BROADCOM INC | $1,537.22万 | 1.25% | 40,694 | 14 | 0.0% | $5,289 | 加仓 |
| PLGO | PELAGOS INS CAP LTD | $1,456.00万 | 1.19% | 597,947 | 573 | 0.1% | $1.40万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,379.92万 | 1.12% | 57,735 | -26,210 | -31.2% | -$626.45万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $1,347.46万 | 1.10% | 837,450 | 527,190 | 169.9% | $848.25万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,304.74万 | 1.06% | 67,030 | -44,701 | -40.0% | -$870.10万 | 减仓 |
| META | META PLATFORMS INC | $1,200.15万 | 0.98% | 21,306 | 2,629 | 14.1% | $148.09万 | 加仓 |
| SSRM | SSR MINING IN | $1,023.39万 | 0.83% | 361,879 | 309 | 0.1% | $8,739 | 加仓 |
| EG | EVEREST GROUP LTD | $983.60万 | 0.80% | 27,534 | 29 | 0.1% | $1.04万 | 加仓 |
| HAL | HALLIBURTON CO | $909.67万 | 0.74% | 267,945 | -298,484 | -52.7% | -$1,013.35万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $840.21万 | 0.68% | 284,528 | 55,401 | 24.2% | $163.60万 | 加仓 |
| RIG | TRANSOCEAN LTD | $831.70万 | 0.68% | 1,700,814 | -1,910,153 | -52.9% | -$934.06万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $783.42万 | 0.64% | 18,849 | 3,804 | 25.3% | $158.11万 | 加仓 |
| SLB | SLB LIMITED | $769.23万 | 0.63% | 165,461 | -189,794 | -53.4% | -$882.35万 | 减仓 |
| COHR | COHERENT CORP | $555.49万 | 0.45% | 14,082 | 14,082 | — | $555.49万 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $536.33万 | 0.44% | 98,337 | 73,652 | 298.4% | $401.70万 | 加仓 |
| C | CITIGROUP INC | $389.65万 | 0.32% | 27,840 | 0 | 0.0% | — | 不变 |
| TENB | TENABLE HLDGS INC | $386.91万 | 0.32% | 104,911 | 104,911 | — | $386.91万 | 新建仓 |
| VG | VENTURE GLOBAL INC | $384.91万 | 0.31% | 345,832 | -159,290 | -31.5% | -$177.29万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $381.33万 | 0.31% | 73,658 | 73,658 | — | $381.33万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $373.68万 | 0.30% | 106,339 | -396,814 | -78.9% | -$1,394.40万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $373.01万 | 0.30% | 39,206 | 172 | 0.4% | $1.64万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $349.51万 | 0.28% | 399,216 | 305,175 | 324.5% | $267.18万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $346.70万 | 0.28% | 43,090 | 10,614 | 32.7% | $85.40万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $344.05万 | 0.28% | 9,257 | 755 | 8.9% | $28.06万 | 加仓 |
| SCI | SERVICE CORP INTL | $337.70万 | 0.27% | 44,458 | 12,799 | 40.4% | $97.22万 | 加仓 |
| SBUX | STARBUCKS CORP | $333.43万 | 0.27% | 32,628 | 21,064 | 182.2% | $215.25万 | 重新持有 |
| ALAB | ASTERA LABS INC | $331.79万 | 0.27% | 6,869 | 6,869 | — | $331.79万 | 新建仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $319.42万 | 0.26% | 159,871 | 62,151 | 63.6% | $124.18万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $310.95万 | 0.25% | 6,511 | 2,732 | 72.3% | $130.47万 | 重新持有 |
| GTX | GARRETT MOTION INC | $306.77万 | 0.25% | 84,674 | 84,674 | — | $306.77万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $305.11万 | 0.25% | 4,220 | 4,220 | — | $305.11万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $305.09万 | 0.25% | 2,207 | 750 | 51.5% | $103.68万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $304.26万 | 0.25% | 11,017 | 11,017 | — | $304.26万 | 新建仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $303.26万 | 0.25% | 34,817 | -8,113 | -18.9% | -$70.66万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $303.09万 | 0.25% | 3,611 | -1,213 | -25.1% | -$101.81万 | 减仓 |
| MGNI | MAGNITE INC | $302.89万 | 0.25% | 159,586 | 159,586 | — | $302.89万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $300.06万 | 0.24% | 62,760 | -365,680 | -85.4% | -$1,748.32万 | 减仓 |
| SITM | SITIME CORP | $297.25万 | 0.24% | 3,987 | -1,668 | -29.5% | -$124.36万 | 减仓 |
| NU | NU HLDGS LTD | $289.84万 | 0.24% | 216,944 | 100,607 | 86.5% | $134.41万 | 重新持有 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $289.04万 | 0.24% | 102,350 | 102,350 | — | $289.04万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $279.20万 | 0.23% | 44,395 | 44,395 | — | $279.20万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $278.88万 | 0.23% | 1,643 | -2,001 | -54.9% | -$339.65万 | 减仓 |
| RH | RH | $276.88万 | 0.23% | 16,808 | 4,160 | 32.9% | $68.53万 | 重新持有 |
| WMT | WALMART INC | $273.53万 | 0.22% | 24,151 | 12,514 | 107.5% | $141.73万 | 重新持有 |
| SCCO | SOUTHERN COPPER CORP | $272.12万 | 0.22% | 15,616 | 15,616 | — | $272.12万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $264.14万 | 0.22% | 7,889 | 7,889 | — | $264.14万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $263.94万 | 0.21% | 10,627 | 2,328 | 28.1% | $57.82万 | 加仓 |
| TJX | TJX COS INC NEW | $259.46万 | 0.21% | 17,126 | -80 | -0.5% | -$1.21万 | 重新持有 |
| J | JACOBS SOLUTIONS INC | $249.68万 | 0.20% | 19,816 | 19,816 | — | $249.68万 | 新建仓 |
| MS | MORGAN STANLEY | $207.53万 | 0.17% | 9,928 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD 看涨期权 | $187.13万 | 0.15% | 65,500 | 65,500 | — | $187.13万 | 新建仓 |
| SE | SEA LTD | $167.13万 | 0.14% | 17,440 | 17,440 | — | $167.13万 | 新建仓 |
| ROL | ROLLINS INC | $159.26万 | 0.13% | 38,156 | 13,626 | 55.5% | $56.87万 | 加仓 |
| — | VS TRUST | $157.88万 | 0.13% | 510,937 | 439,037 | 610.6% | $135.66万 | 加仓 |
| GRAL | GRAIL INC | $156.64万 | 0.13% | 22,944 | 22,944 | — | $156.64万 | 新建仓 |
| MOS | MOSAIC CO | $154.10万 | 0.13% | 72,723 | 313 | 0.4% | $6,632 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $147.62万 | 0.12% | 11,662 | -48,860 | -80.7% | -$618.47万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $147.02万 | 0.12% | 16,122 | -325,334 | -95.3% | -$2,966.72万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $144.35万 | 0.12% | 11,708 | 11,708 | — | $144.35万 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP | $143.01万 | 0.12% | 274,500 | 274,500 | — | $143.01万 | 新建仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $138.39万 | 0.11% | 158,336 | 158,336 | — | $138.39万 | 新建仓 |
| BAC | BANK OF AMER CORP | $136.75万 | 0.11% | 24,000 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $131.79万 | 0.11% | 9,040 | -21,856 | -70.7% | -$318.62万 | 减仓 |
| MEOH | METHANEX CORP | $127.54万 | 0.10% | 27,635 | -2,365 | -7.9% | -$10.91万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $123.48万 | 0.10% | 43,296 | 43,296 | — | $123.48万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $107.35万 | 0.09% | 4,800 | 0 | 0.0% | — | 不变 |