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 |
|---|---|---|---|---|---|---|---|---|
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -1,460,718 | -100.0% | -$3,780.34万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -270,966 | -100.0% | -$2,546.54万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -238,535 | -100.0% | -$2,346.71万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -354,180 | -100.0% | -$1,475.16万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -89,417 | -100.0% | -$1,467.60万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -55,569 | -100.0% | -$890.88万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -50,189 | -100.0% | -$829.82万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -17,325 | -100.0% | -$658.18万 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -38,605 | -100.0% | -$487.77万 | 清仓 |
| CCL | CARNIVAL CORP 看涨期权 | $0 | 0.00% | 0 | -159,300 | -100.0% | -$412.27万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -75,542 | -100.0% | -$320.60万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -22,310 | -100.0% | -$294.49万 | 清仓 |
| — | SELECT MED HLDGS CORP | $0 | 0.00% | 0 | -173,010 | -100.0% | -$281.83万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -8,290 | -100.0% | -$280.07万 | 清仓 |
| NEXT | NEXTDECADE CORP | $0 | 0.00% | 0 | -352,759 | -100.0% | -$270.21万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -32,868 | -100.0% | -$241.51万 | 清仓 |
| TBN | TAMBORAN RES CORP | $0 | 0.00% | 0 | -70,322 | -100.0% | -$234.36万 | 清仓 |
| VALE | VALE S A | $0 | 0.00% | 0 | -143,097 | -100.0% | -$227.67万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -16,455 | -100.0% | -$221.57万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -13,990 | -100.0% | -$205.99万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -9,512 | -100.0% | -$203.23万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -13,752 | -100.0% | -$200.97万 | 清仓 |
| SOC | SABLE OFFSHORE CORP | $0 | 0.00% | 0 | -119,430 | -100.0% | -$197.30万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -2,580 | -100.0% | -$181.31万 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -8,831 | -100.0% | -$181.10万 | 清仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $0 | 0.00% | 0 | -159,410 | -100.0% | -$131.51万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -7,310 | -100.0% | -$124.02万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -2,434 | -100.0% | -$118.03万 | 清仓 |
| NVT | NVENT ELEC PLC | $0 | 0.00% | 0 | -9,523 | -100.0% | -$112.64万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -1,980 | -100.0% | -$108.71万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $0 | 0.00% | 0 | -56,830 | -100.0% | -$106.27万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -9,155 | -100.0% | -$93.55万 | 清仓 |
| GOOS | CANADA GOOSE HLDGS INC | $0 | 0.00% | 0 | -83,596 | -100.0% | -$91.70万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -14,350 | -100.0% | -$90.05万 | 清仓 |
| AEHR | AEHR TEST SYS | $0 | 0.00% | 0 | -21,899 | -100.0% | -$81.20万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -31,885 | -100.0% | -$69.96万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $78.91万 | 0.06% | 3,107 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $79.59万 | 0.06% | 6,300 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $107.35万 | 0.09% | 4,800 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $123.48万 | 0.10% | 43,296 | 43,296 | — | $123.48万 | 新建仓 |
| MEOH | METHANEX CORP | $127.54万 | 0.10% | 27,635 | -2,365 | -7.9% | -$10.91万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $131.79万 | 0.11% | 9,040 | -21,856 | -70.7% | -$318.62万 | 减仓 |
| BAC | BANK OF AMER CORP | $136.75万 | 0.11% | 24,000 | 0 | 0.0% | — | 不变 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $138.39万 | 0.11% | 158,336 | 158,336 | — | $138.39万 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP | $143.01万 | 0.12% | 274,500 | 274,500 | — | $143.01万 | 新建仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $144.35万 | 0.12% | 11,708 | 11,708 | — | $144.35万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $147.02万 | 0.12% | 16,122 | -325,334 | -95.3% | -$2,966.72万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $147.62万 | 0.12% | 11,662 | -48,860 | -80.7% | -$618.47万 | 减仓 |
| MOS | MOSAIC CO | $154.10万 | 0.13% | 72,723 | 313 | 0.4% | $6,632 | 加仓 |
| GRAL | GRAIL INC | $156.64万 | 0.13% | 22,944 | 22,944 | — | $156.64万 | 新建仓 |
| — | VS TRUST | $157.88万 | 0.13% | 510,937 | 439,037 | 610.6% | $135.66万 | 加仓 |
| ROL | ROLLINS INC | $159.26万 | 0.13% | 38,156 | 13,626 | 55.5% | $56.87万 | 加仓 |
| SE | SEA LTD | $167.13万 | 0.14% | 17,440 | 17,440 | — | $167.13万 | 新建仓 |
| CCL | CARNIVAL CORP LTD 看涨期权 | $187.13万 | 0.15% | 65,500 | 65,500 | — | $187.13万 | 新建仓 |
| MS | MORGAN STANLEY | $207.53万 | 0.17% | 9,928 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $249.68万 | 0.20% | 19,816 | 19,816 | — | $249.68万 | 新建仓 |
| TJX | TJX COS INC NEW | $259.46万 | 0.21% | 17,126 | -80 | -0.5% | -$1.21万 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $263.94万 | 0.21% | 10,627 | 2,328 | 28.1% | $57.82万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $264.14万 | 0.22% | 7,889 | 7,889 | — | $264.14万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $272.12万 | 0.22% | 15,616 | 15,616 | — | $272.12万 | 新建仓 |
| WMT | WALMART INC | $273.53万 | 0.22% | 24,151 | 12,514 | 107.5% | $141.73万 | 重新持有 |
| RH | RH | $276.88万 | 0.23% | 16,808 | 4,160 | 32.9% | $68.53万 | 重新持有 |
| MELI | MERCADOLIBRE INC | $278.88万 | 0.23% | 1,643 | -2,001 | -54.9% | -$339.65万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $279.20万 | 0.23% | 44,395 | 44,395 | — | $279.20万 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $289.04万 | 0.24% | 102,350 | 102,350 | — | $289.04万 | 新建仓 |
| NU | NU HLDGS LTD | $289.84万 | 0.24% | 216,944 | 100,607 | 86.5% | $134.41万 | 重新持有 |
| SITM | SITIME CORP | $297.25万 | 0.24% | 3,987 | -1,668 | -29.5% | -$124.36万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $300.06万 | 0.24% | 62,760 | -365,680 | -85.4% | -$1,748.32万 | 减仓 |
| MGNI | MAGNITE INC | $302.89万 | 0.25% | 159,586 | 159,586 | — | $302.89万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $303.09万 | 0.25% | 3,611 | -1,213 | -25.1% | -$101.81万 | 减仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $303.26万 | 0.25% | 34,817 | -8,113 | -18.9% | -$70.66万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $304.26万 | 0.25% | 11,017 | 11,017 | — | $304.26万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $305.09万 | 0.25% | 2,207 | 750 | 51.5% | $103.68万 | 加仓 |
| AMAT | APPLIED MATLS INC | $305.11万 | 0.25% | 4,220 | 4,220 | — | $305.11万 | 新建仓 |
| GTX | GARRETT MOTION INC | $306.77万 | 0.25% | 84,674 | 84,674 | — | $306.77万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $310.95万 | 0.25% | 6,511 | 2,732 | 72.3% | $130.47万 | 重新持有 |
| WTTR | SELECT WATER SOLUTIONS INC | $319.42万 | 0.26% | 159,871 | 62,151 | 63.6% | $124.18万 | 重新持有 |
| ALAB | ASTERA LABS INC | $331.79万 | 0.27% | 6,869 | 6,869 | — | $331.79万 | 新建仓 |
| SBUX | STARBUCKS CORP | $333.43万 | 0.27% | 32,628 | 21,064 | 182.2% | $215.25万 | 重新持有 |
| SCI | SERVICE CORP INTL | $337.70万 | 0.27% | 44,458 | 12,799 | 40.4% | $97.22万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $344.05万 | 0.28% | 9,257 | 755 | 8.9% | $28.06万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $346.70万 | 0.28% | 43,090 | 10,614 | 32.7% | $85.40万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $349.51万 | 0.28% | 399,216 | 305,175 | 324.5% | $267.18万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $373.01万 | 0.30% | 39,206 | 172 | 0.4% | $1.64万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $373.68万 | 0.30% | 106,339 | -396,814 | -78.9% | -$1,394.40万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $381.33万 | 0.31% | 73,658 | 73,658 | — | $381.33万 | 新建仓 |
| VG | VENTURE GLOBAL INC | $384.91万 | 0.31% | 345,832 | -159,290 | -31.5% | -$177.29万 | 减仓 |
| TENB | TENABLE HLDGS INC | $386.91万 | 0.32% | 104,911 | 104,911 | — | $386.91万 | 新建仓 |
| C | CITIGROUP INC | $389.65万 | 0.32% | 27,840 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $536.33万 | 0.44% | 98,337 | 73,652 | 298.4% | $401.70万 | 加仓 |
| COHR | COHERENT CORP | $555.49万 | 0.45% | 14,082 | 14,082 | — | $555.49万 | 新建仓 |
| SLB | SLB LIMITED | $769.23万 | 0.63% | 165,461 | -189,794 | -53.4% | -$882.35万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $783.42万 | 0.64% | 18,849 | 3,804 | 25.3% | $158.11万 | 加仓 |
| RIG | TRANSOCEAN LTD | $831.70万 | 0.68% | 1,700,814 | -1,910,153 | -52.9% | -$934.06万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $840.21万 | 0.68% | 284,528 | 55,401 | 24.2% | $163.60万 | 加仓 |
| HAL | HALLIBURTON CO | $909.67万 | 0.74% | 267,945 | -298,484 | -52.7% | -$1,013.35万 | 减仓 |
| EG | EVEREST GROUP LTD | $983.60万 | 0.80% | 27,534 | 29 | 0.1% | $1.04万 | 加仓 |
| SSRM | SSR MINING IN | $1,023.39万 | 0.83% | 361,879 | 309 | 0.1% | $8,739 | 加仓 |
| META | META PLATFORMS INC | $1,200.15万 | 0.98% | 21,306 | 2,629 | 14.1% | $148.09万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,304.74万 | 1.06% | 67,030 | -44,701 | -40.0% | -$870.10万 | 减仓 |