13F 机构持仓

CLOUGH CAPITAL PARTNERS L P

Boston MA · SEC CIK 0001276144

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$12.28亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOG 4.2%
AMZN 4.2%
NVDA 3.9%
PHM 3.6%
DHI 3.5%
RCL 3.3%
BA 3.2%
CCL 3.2%
RTX 3.0%
ETN 2.9%

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%837,450 527,190169.9% $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 5730.1% $1.40万 加仓
AVGO BROADCOM INC $1,537.22万1.25%40,694 140.0% $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 00.0% — 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%25,244 190.1% $1.27万 加仓
NOC NORTHROP GRUMMAN CORP $1,791.04万1.46%35,166 23,336197.3% $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%52,507 670.1% $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%775,730 732,8001,707.0% $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 7,59322.2% $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 9,381595.2% $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 22,92746.8% $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 7,30010.3% $272.82万 加仓
RKT ROCKET COS INC $3,145.99万2.56%1,997,456 460,62630.0% $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 45,50230.7% $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 1220.1% $2.64万 加仓
RCL ROYAL CARIBBEAN GROUP $4,078.67万3.32%128,450 4,4893.6% $142.54万 加仓
DHI D R HORTON INC $4,310.00万3.51%264,612 5,8712.3% $95.63万 加仓
PHM PULTE GROUP INC $4,370.69万3.56%318,540 1910.1% $2.62万 加仓
NVDA NVIDIA CORPORATION $4,734.43万3.85%236,615 4,9752.1% $99.54万 加仓
AMZN AMAZON COM INC $5,174.50万4.21%217,106 24,68512.8% $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