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 |
|---|---|---|---|---|---|---|---|---|
| BKD | BROOKDALE SR LIVING INC | $1,347.46万 | 1.10% | 837,450 | 527,190 | 169.9% | $848.25万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,379.92万 | 1.12% | 57,735 | -26,210 | -31.2% | -$626.45万 | 减仓 |
| PLGO | PELAGOS INS CAP LTD | $1,456.00万 | 1.19% | 597,947 | 573 | 0.1% | $1.40万 | 加仓 |
| AVGO | BROADCOM INC | $1,537.22万 | 1.25% | 40,694 | 14 | 0.0% | $5,289 | 加仓 |
| CLS | CELESTICA INC | $1,577.58万 | 1.28% | 43,245 | 43,245 | — | $1,577.58万 | 新建仓 |
| AAON | AAON INC | $1,619.29万 | 1.32% | 127,644 | 127,644 | — | $1,619.29万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $1,681.17万 | 1.37% | 51,360 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1,681.99万 | 1.37% | 95,660 | 95,660 | — | $1,681.99万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1,683.52万 | 1.37% | 25,244 | 19 | 0.1% | $1.27万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,791.04万 | 1.46% | 35,166 | 23,336 | 197.3% | $1,188.53万 | 加仓 |
| NVO | NOVO-NORDISK A S | $1,792.85万 | 1.46% | 373,977 | 373,977 | — | $1,792.85万 | 新建仓 |
| MKSI | MKS INC. | $1,829.95万 | 1.49% | 41,141 | 41,141 | — | $1,829.95万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $1,860.01万 | 1.51% | 52,507 | 67 | 0.1% | $2.37万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,988.03万 | 1.62% | 253,575 | 253,575 | — | $1,988.03万 | 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 |
| JBL | JABIL INC | $2,082.29万 | 1.70% | 54,018 | 54,018 | — | $2,082.29万 | 新建仓 |
| TXG | 10X GENOMICS INC | $2,108.60万 | 1.72% | 549,973 | -60,401 | -9.9% | -$231.58万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $2,129.70万 | 1.73% | 41,803 | 7,593 | 22.2% | $386.83万 | 加仓 |
| AAPL | APPLE INC | $2,151.42万 | 1.75% | 74,351 | -78,605 | -51.4% | -$2,274.51万 | 减仓 |
| ASML | ASML HLDG NV | $2,179.83万 | 1.77% | 10,957 | 9,381 | 595.2% | $1,866.29万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $2,194.51万 | 1.79% | 670,488 | 670,488 | — | $2,194.51万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $2,308.75万 | 1.88% | 97,280 | 97,280 | — | $2,308.75万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2,383.76万 | 1.94% | 66,400 | 66,400 | — | $2,383.76万 | 新建仓 |
| LLY | ELI LILLY & CO | $2,528.52万 | 2.06% | 21,081 | 21,081 | — | $2,528.52万 | 新建仓 |
| MSFT | MICROSOFT CORP | $2,682.05万 | 2.18% | 71,901 | 22,927 | 46.8% | $855.22万 | 加仓 |
| POOL | POOL CORP | $2,796.30万 | 2.28% | 130,121 | 130,121 | — | $2,796.30万 | 新建仓 |
| GE | GE AEROSPACE | $2,908.93万 | 2.37% | 77,835 | 7,300 | 10.3% | $272.82万 | 加仓 |
| RKT | ROCKET COS INC | $3,145.99万 | 2.56% | 1,997,456 | 460,626 | 30.0% | $725.49万 | 加仓 |
| ETN | EATON CORP PLC | $3,579.88万 | 2.91% | 84,011 | -16,244 | -16.2% | -$692.19万 | 减仓 |
| RTX | RTX CORPORATION | $3,672.81万 | 2.99% | 193,581 | 45,502 | 30.7% | $863.31万 | 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 |
| BA | BOEING CO | $3,882.65万 | 3.16% | 179,362 | 122 | 0.1% | $2.64万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $4,078.67万 | 3.32% | 128,450 | 4,489 | 3.6% | $142.54万 | 加仓 |
| DHI | D R HORTON INC | $4,310.00万 | 3.51% | 264,612 | 5,871 | 2.3% | $95.63万 | 加仓 |
| PHM | PULTE GROUP INC | $4,370.69万 | 3.56% | 318,540 | 191 | 0.1% | $2.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,734.43万 | 3.85% | 236,615 | 4,975 | 2.1% | $99.54万 | 加仓 |
| AMZN | AMAZON COM INC | $5,174.50万 | 4.21% | 217,106 | 24,685 | 12.8% | $588.34万 | 加仓 |
| GOOG | ALPHABET INC | $5,185.58万 | 4.22% | 146,763 | -64,728 | -30.6% | -$2,287.03万 | 减仓 |