Calamos Advisors LLC
NAPERVILLE IL · SEC CIK 0001316507
$300.69亿2026Q2 申报市值
980持仓数
28.4%前十大占比 · 第一大 4.7%
158 / 381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
CBOX 新建仓+$10.78亿
ALPHABET INC 新建仓+$2.37亿
ALPHABET INC 新建仓+$2.32亿
DASH 新建仓+$1.26亿
NET 新建仓+$1.21亿
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$5.17亿
AAPL 减仓-$2.47亿
NVDA 减仓-$2.25亿
IVV 减仓-$1.94亿
GOOGL 减仓-$1.93亿
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 |
|---|---|---|---|---|---|---|---|---|
| JBHT | HUNT J B TRANS SVCS INC | $333.77万 | 0.01% | 11,532 | 11,532 | — | $333.77万 | 新建仓 |
| CAVA | CAVA GROUP INC | $329.91万 | 0.01% | 42,037 | -22,065 | -34.4% | -$173.17万 | 减仓 |
| — | NEWHOLD INVT CORP III | $326.70万 | 0.01% | 300,000 | 300,000 | — | $326.70万 | 新建仓 |
| — | VERNAL CAP ACQUISITION CORP | $321.30万 | 0.01% | 300,000 | 300,000 | — | $321.30万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $318.71万 | 0.01% | 31,354 | 6,961 | 28.5% | $70.76万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $315.48万 | 0.01% | 134,589 | -19,228 | -12.5% | -$45.07万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC 看涨期权 | $312.62万 | 0.01% | 19,500 | 19,500 | — | $312.62万 | 新建仓 |
| TOST | TOAST INC | $311.58万 | 0.01% | 112,000 | 112,000 | — | $311.58万 | 新建仓 |
| GHM | GRAHAM CORP | $308.36万 | 0.01% | 24,910 | 250 | 1.0% | $3.09万 | 加仓 |
| — | QDRO ACQUISITION CORP | $307.65万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| — | APOGEE ACQUISITION CORP | $306.90万 | 0.01% | 300,000 | 300,000 | — | $306.90万 | 新建仓 |
| — | ALUSSA ENERGY ACQUISIT CORP | $306.60万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $305.01万 | 0.01% | 20,989 | 18,019 | 606.7% | $261.85万 | 加仓 |
| GHXIU | GORES HOLDINGS XI INC | $304.20万 | 0.01% | 300,000 | 300,000 | — | $304.20万 | 新建仓 |
| — | ENERGY TRANSITION SPL OPPORT | $302.10万 | 0.01% | 300,000 | 300,000 | — | $302.10万 | 新建仓 |
| — | RF ACQUISITION CORP III | $301.35万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| — | BLUE WTR ACQUISITION CORP IV | $301.20万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| — | KRAKACQUISITION CORPORATION | $300.44万 | 0.01% | 295,998 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $296.81万 | 0.01% | 7,914 | -147 | -1.8% | -$5.51万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $294.26万 | 0.01% | 10,877 | 89 | 0.8% | $2.41万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $288.05万 | 0.01% | 41,304 | 41,304 | — | $288.05万 | 新建仓 |
| ACWX | ISHARES TR | $284.19万 | 0.01% | 37,340 | -1,034,458 | -96.5% | -$7,873.26万 | 减仓 |
| — | MAYWOOD ACQUISITION CORP 2 | $281.05万 | 0.01% | 275,000 | 275,000 | — | $281.05万 | 新建仓 |
| SE | SEA LTD 看涨期权 | $279.90万 | 0.01% | 33,800 | 33,800 | — | $279.90万 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $279.60万 | 0.01% | 2,574,000 | 0 | 0.0% | — | 不变 |
| — | OCEANHAWK ACQUISITION CORP | $278.85万 | 0.01% | 275,000 | 275,000 | — | $278.85万 | 新建仓 |
| JBL | JABIL INC | $277.43万 | 0.01% | 7,197 | 3,634 | 102.0% | $140.08万 | 加仓 |
| TTD | THE TRADE DESK INC | $270.97万 | 0.01% | 149,874 | -9,778 | -6.1% | -$17.68万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $266.64万 | 0.01% | 56,929 | -1,276,263 | -95.7% | -$5,977.76万 | 减仓 |
| — | INDIGO ACQUISITION CORP | $257.75万 | 0.01% | 250,000 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $255.00万 | 0.01% | 3,400,000 | 0 | 0.0% | — | 不变 |
| RDVT | RED VIOLET INC | $254.91万 | 0.01% | 40,005 | 32,142 | 408.8% | $204.81万 | 加仓 |
| — | LAFAYETTE DIGITAL ACQUISITIO | $254.45万 | 0.01% | 248,000 | 0 | 0.0% | — | 不变 |
| — | PLUTONIAN ACQUISITION CORP I | $253.50万 | 0.01% | 250,000 | 250,000 | — | $253.50万 | 新建仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $253.00万 | 0.01% | 154,742 | 15,723 | 11.3% | $25.71万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $252.66万 | 0.01% | 7,218 | -2,690 | -27.1% | -$94.16万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $252.47万 | 0.01% | 47,772 | -7,187 | -13.1% | -$37.98万 | 减仓 |
| IDACU | IRON DOME ACQUISITION I CORP | $252.38万 | 0.01% | 250,000 | 250,000 | — | $252.38万 | 新建仓 |
| — | FOREFRONT TECHNOLOGY HOLDING | $251.19万 | 0.01% | 247,477 | 247,477 | — | $251.19万 | 新建仓 |
| LCID | LUCID GROUP INC | $250.88万 | 0.01% | 375,000 | 150,000 | 66.7% | $100.35万 | 加仓 |
| ISNRU | SNOW ROTHSCHILD ACQUISITION | $250.00万 | 0.01% | 250,000 | 250,000 | — | $250.00万 | 新建仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $248.97万 | 0.01% | 88,161 | 1,188 | 1.4% | $3.35万 | 加仓 |
| IPVVU | INTERPRIVATE INVTS PARTNERS | $248.00万 | 0.01% | 250,000 | 250,000 | — | $248.00万 | 新建仓 |
| PSN | PARSONS CORP DEL | $242.08万 | 0.01% | 2,452,000 | -117,000 | -4.6% | -$11.55万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $239.73万 | 0.01% | 47,481 | -6,782 | -12.5% | -$34.24万 | 减仓 |
| — | WELLS FARGO & CO | $238.69万 | 0.01% | 2,063 | 0 | 0.0% | — | 不变 |
| — | BANDWIDTH INC | $235.08万 | 0.01% | 2,500,000 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $232.78万 | 0.01% | 29,358 | 9,577 | 48.4% | $75.94万 | 加仓 |
| GH | GUARDANT HEALTH INC | $231.81万 | 0.01% | 1,871,000 | 1,871,000 | — | $231.81万 | 新建仓 |
| LFUS | LITTELFUSE INC | $227.16万 | 0.01% | 4,989 | 4,989 | — | $227.16万 | 新建仓 |
| RBC | RBC BEARINGS INC | $226.97万 | 0.01% | 3,524 | -789 | -18.3% | -$50.82万 | 减仓 |
| CGCFU | CARTESIAN GROWTH CORP IV | $225.00万 | 0.01% | 225,000 | 225,000 | — | $225.00万 | 新建仓 |
| — | D. BORAL ARC ACQ I CORP. | $224.06万 | 0.01% | 197,406 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $222.86万 | 0.01% | 341,000 | -917,000 | -72.9% | -$599.30万 | 减仓 |
| BROS | DUTCH BROS INC | $221.88万 | 0.01% | 30,898 | 7,300 | 30.9% | $52.42万 | 重新持有 |
| DIOD | DIODES INC | $220.86万 | 0.01% | 20,181 | -6,162 | -23.4% | -$67.44万 | 减仓 |
| — | ABONY ACQUISITION CORP I | $219.34万 | 0.01% | 213,890 | 15,890 | 8.0% | $16.30万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $219.21万 | 0.01% | 74,740 | -1,390 | -1.8% | -$4.08万 | 减仓 |
| TWLO | TWILIO INC | $218.03万 | 0.01% | 10,567 | 10,567 | — | $218.03万 | 新建仓 |
| — | SHREYA ACQUISITION GROUP | $211.10万 | 0.01% | 200,000 | 200,000 | — | $211.10万 | 新建仓 |
| FESM | FIDELITY COVINGTON TRUST | $208.14万 | 0.01% | 43,103 | -1,010,631 | -95.9% | -$4,880.34万 | 减仓 |
| — | SOLARIUS CAPITAL ACQU CORP | $205.50万 | 0.01% | 197,506 | 0 | 0.0% | — | 不变 |
| — | COLOMBIER ACQUISITION CORP I | $205.44万 | 0.01% | 197,352 | 0 | 0.0% | — | 不变 |
| — | VINE HILL CAP INVTS CORP II | $203.26万 | 0.01% | 197,241 | 0 | 0.0% | — | 不变 |
| — | EQV VENTURES AC CORP. II | $202.43万 | 0.01% | 196,912 | 0 | 0.0% | — | 不变 |
| — | AMERICAN DRIVE ACQUISITION C | $201.95万 | 0.01% | 197,792 | 0 | 0.0% | — | 不变 |
| KEYYU | KEYSTONE ACQUISITION CORP | $201.80万 | 0.01% | 200,000 | 200,000 | — | $201.80万 | 新建仓 |
| — | LAUNCHPAD CADENZA ACQU CORP | $200.76万 | 0.01% | 197,792 | 0 | 0.0% | — | 不变 |
| — | CH4 NATURAL SOLUTIONS CORP | $200.40万 | 0.01% | 200,000 | 200,000 | — | $200.40万 | 新建仓 |
| — | ALPEX ACQUISITION CORP | $200.40万 | 0.01% | 200,000 | 200,000 | — | $200.40万 | 新建仓 |
| LTGRU | LONG TABLE GROWTH CORP | $200.30万 | 0.01% | 200,000 | 200,000 | — | $200.30万 | 新建仓 |
| PTACU | PATRIOT ACQUISITION CORP | $199.80万 | 0.01% | 200,000 | 200,000 | — | $199.80万 | 新建仓 |
| YICCU | YORKVILLE INTL CAP CORP | $199.56万 | 0.01% | 198,568 | 198,568 | — | $199.56万 | 新建仓 |
| FN | FABRINET | $185.49万 | 0.01% | 3,300 | -4,204 | -56.0% | -$236.30万 | 减仓 |
| — | D BORAL ACQUISITION I CORP | $182.70万 | 0.01% | 175,000 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $182.52万 | 0.01% | 44,692 | 44,692 | — | $182.52万 | 新建仓 |
| — | HARVARD AVE ACQUISITION CORP | $179.55万 | 0.01% | 175,000 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $177.27万 | 0.01% | 11,953 | -300,520 | -96.2% | -$4,457.01万 | 减仓 |
| — | FUTURE MONEY ACQUISITION COR | $177.10万 | 0.01% | 175,000 | 0 | 0.0% | — | 不变 |
| — | FORTUNEX ACQUISITION CORP | $175.88万 | 0.01% | 175,000 | 175,000 | — | $175.88万 | 新建仓 |
| ATLQU | JAB ACQUISITION CORP I | $175.53万 | 0.01% | 175,000 | 175,000 | — | $175.53万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $170.91万 | 0.01% | 9,800 | -1,400 | -12.5% | -$24.42万 | 减仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $169.93万 | 0.01% | 56,776 | -21,031 | -27.0% | -$62.95万 | 减仓 |
| ENVA | ENOVA INTL INC | $169.23万 | 0.01% | 7,030 | -786 | -10.1% | -$18.92万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $168.01万 | 0.01% | 20,612 | 5,216 | 33.9% | $42.52万 | 加仓 |
| GOOGL | ALPHABET INC 看涨期权 | $161.03万 | 0.01% | 5,600 | -800 | -12.5% | -$23.00万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $160.14万 | 0.01% | 10,479 | 675 | 6.9% | $10.32万 | 加仓 |
| TPR | TAPESTRY INC | $158.41万 | 0.01% | 10,822 | -12,123 | -52.8% | -$177.46万 | 减仓 |
| — | RANGE CAP ACQUISITION CORP I | $156.47万 | 0.01% | 147,613 | 0 | 0.0% | — | 不变 |
| — | SPACE ASSET ACQUISITION CORP | $156.29万 | 0.01% | 147,999 | 0 | 0.0% | — | 不变 |
| DCO | DUCOMMUN INC DEL | $155.41万 | 0.01% | 8,391 | 525 | 6.7% | $9.72万 | 加仓 |
| — | WEST ENCLAVE MERGER CORP | $154.35万 | 0.01% | 150,000 | 150,000 | — | $154.35万 | 新建仓 |
| — | MOUNTAIN CREST ACQUISITION 6 | $152.40万 | 0.01% | 150,000 | 150,000 | — | $152.40万 | 新建仓 |
| — | HENNESSY CAP INVTS CORP VIII | $152.10万 | 0.01% | 150,000 | 0 | 0.0% | — | 不变 |
| — | AMPERCAP ACQUISITION CO | $150.53万 | 0.01% | 150,000 | 150,000 | — | $150.53万 | 新建仓 |
| — | X3 ACQUISITION CORP LTD | $150.29万 | 0.00% | 149,843 | 1,000 | 0.7% | $1.00万 | 加仓 |
| — | HCM IV ACQUISITION CORP | $150.23万 | 0.00% | 148,010 | 0 | 0.0% | — | 不变 |
| — | PROEM ACQUISITION CORP I | $149.71万 | 0.00% | 148,010 | 0 | 0.0% | — | 不变 |
| — | APERTURE AC | $148.50万 | 0.00% | 150,000 | 150,000 | — | $148.50万 | 新建仓 |
| PDFS | PDF SOLUTIONS INC | $147.65万 | 0.00% | 20,857 | 20,857 | — | $147.65万 | 新建仓 |