Amundi
Paris I0 · SEC CIK 0001330387
$3,679.18亿2026Q1 申报市值
2,033持仓数
34.6%前十大占比 · 第一大 6.3%
260 / 76新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TTE 新建仓+$188.69亿
MSFT 加仓+$36.33亿
AAPL 加仓+$34.97亿
AZN 新建仓+$30.34亿
NVDA 加仓+$21.93亿
2026Q1 卖出最多 按季末市值估算
WK 清仓-$10.15亿
MSTR 减仓-$5.31亿
EXPEDIA GROUP IN 清仓-$4.57亿
AMD 减仓-$4.37亿
IQIYI INC 清仓-$4.20亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CAKE | CHEESECAKE FACTORY INC | $3,050 | 0.00% | 3,000,000 | 3,000,000 | — | $3,050 | 新建仓 |
| ITGR | INTEGER HLDGS CORP | $3,133 | 0.00% | 3,286,000 | 3,286,000 | — | $3,133 | 新建仓 |
| — | ARROWHEAD PHARMACEUTICALS IN | $3,207 | 0.00% | 3,100,000 | 3,100,000 | — | $3,207 | 新建仓 |
| ETSY | ETSY INC | $3,316 | 0.00% | 3,400,000 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $3,417 | 0.00% | 2,850,000 | 250,000 | 9.6% | $300 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $3,440 | 0.00% | 3,809,000 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $3,743 | 0.00% | 4,000,000 | 4,000,000 | — | $3,743 | 新建仓 |
| — | NIO INC | $3,849 | 0.00% | 3,775,000 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $4,135 | 0.00% | 2,300,000 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $4,418 | 0.00% | 18,770 | 18,770 | — | $4,418 | 新建仓 |
| SE | SEA LTD | $4,449 | 0.00% | 4,551,000 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $4,617 | 0.00% | 18,770 | 18,770 | — | $4,617 | 新建仓 |
| — | CMS ENERGY CORP | $4,633 | 0.00% | 4,100,000 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $4,978 | 0.00% | 5,000,000 | 5,000,000 | — | $4,978 | 新建仓 |
| — | CLEANSPARK INC | $5,032 | 0.00% | 5,225,000 | 5,225,000 | — | $5,032 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $5,197 | 0.00% | 3,450,000 | 250,000 | 7.8% | $377 | 加仓 |
| DXCM | DEXCOM INC | $5,526 | 0.00% | 6,000,000 | -2,000,000 | -25.0% | -$1,842 | 减仓 |
| — | NEXTERA ENERGY CAP HLDGS INC | $6,348 | 0.00% | 4,575,000 | 375,000 | 8.9% | $520 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $6,408 | 0.00% | 5,000,000 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $6,467 | 0.00% | 6,350,000 | 550,000 | 9.5% | $560 | 加仓 |
| MKSI | MKS INC. | $6,608 | 0.00% | 4,000,000 | -8,000,000 | -66.7% | -$1.32万 | 减仓 |
| — | VENTAS RLTY LTD PARTNERSHIP | $7,435 | 0.00% | 5,000,000 | 0 | 0.0% | — | 不变 |
| — | RIVIAN AUTOMOTIVE INC | $7,614 | 0.00% | 7,950,000 | 650,000 | 8.9% | $623 | 加仓 |
| — | PLAYSTUDIOS INC | $7,849 | 0.00% | 16,728 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $8,292 | 0.00% | 7,000,000 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $8,366 | 0.00% | 9,400,000 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $9,789 | 0.00% | 8,000,000 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $1.01万 | 0.00% | 4,800,000 | 0 | 0.0% | — | 不变 |
| — | JAZZ INVESTMENTS I LTD | $1.02万 | 0.00% | 7,200,000 | 600,000 | 9.1% | $850 | 加仓 |
| — | OPENDOOR TECHNOLOGIES INC | $1.13万 | 0.00% | 18,770 | 18,770 | — | $1.13万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $1.16万 | 0.00% | 9,025,000 | 325,000 | 3.7% | $419 | 加仓 |
| NTNX | NUTANIX INC | $1.17万 | 0.00% | 13,000,000 | 13,000,000 | — | $1.17万 | 新建仓 |
| — | ALIGHT INC | $1.20万 | 0.00% | 20,540 | 0 | 0.0% | — | 不变 |
| — | AMERICAN WTR CAP CORP | $1.50万 | 0.00% | 15,000,000 | 0 | 0.0% | — | 不变 |
| PSN | PARSONS CORP DEL | $1.52万 | 0.00% | 15,440,000 | 350,000 | 2.3% | $344 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.72万 | 0.00% | 2,400,000 | -1,200,000 | -33.3% | -$8,590 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $1.75万 | 0.00% | 17,928,000 | 8,128,000 | 82.9% | $7,945 | 加仓 |
| — | LIVE NATION ENTERTAINMENT IN | $1.76万 | 0.00% | 16,300,000 | 16,300,000 | — | $1.76万 | 新建仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $2.06万 | 0.00% | 25,937 | 25,937 | — | $2.06万 | 新建仓 |
| — | ALIBABA GROUP HLDG LTD | $2.66万 | 0.00% | 19,200,000 | 700,000 | 3.8% | $971 | 加仓 |
| — | MICROCHIP TECHNOLOGY INC. | $3.16万 | 0.00% | 32,009,000 | 6,100,000 | 23.5% | $6,028 | 加仓 |
| SLDP | SOLID POWER INC | $3.20万 | 0.00% | 10,658 | 10,658 | — | $3.20万 | 新建仓 |
| GDRX | GOODRX HLDGS INC | $3.75万 | 0.00% | 19,130 | 19,130 | — | $3.75万 | 新建仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $5.35万 | 0.00% | 11,878 | 0 | 0.0% | — | 不变 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $5.37万 | 0.00% | 19,303 | 19,303 | — | $5.37万 | 新建仓 |
| CRON | CRONOS GROUP INC | $5.41万 | 0.00% | 21,548 | 21,548 | — | $5.41万 | 新建仓 |
| INDI | INDIE SEMICONDUCTOR INC | $5.68万 | 0.00% | 17,627 | -83,960 | -82.6% | -$27.04万 | 减仓 |
| — | UDEMY INC | $5.85万 | 0.00% | 12,652 | 12,652 | — | $5.85万 | 新建仓 |
| — | ACV AUCTIONS INC | $6.28万 | 0.00% | 14,810 | 14,810 | — | $6.28万 | 新建仓 |
| — | NEW FORTRESS ENERGY INC | $7.15万 | 0.00% | 121,214 | -22,560 | -15.7% | -$1.33万 | 减仓 |
| SABR | SABRE CORP | $7.23万 | 0.00% | 49,857 | 0 | 0.0% | — | 不变 |
| BMBL | BUMBLE INC | $7.36万 | 0.00% | 22,591 | 22,591 | — | $7.36万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $7.43万 | 0.00% | 21,101 | 21,101 | — | $7.43万 | 新建仓 |
| NABL | N-ABLE INC | $7.53万 | 0.00% | 16,125 | 760 | 4.9% | $3,549 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $7.77万 | 0.00% | 10,077 | 10,077 | — | $7.77万 | 新建仓 |
| MQ | MARQETA INC | $8.28万 | 0.00% | 20,301 | 10,129 | 99.6% | $4.13万 | 加仓 |
| THRY | THRYV HLDGS INC | $8.40万 | 0.00% | 30,644 | 10,860 | 54.9% | $2.98万 | 加仓 |
| ARDX | ARDELYX INC | $8.55万 | 0.00% | 14,282 | 14,282 | — | $8.55万 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $8.56万 | 0.00% | 10,083 | 0 | 0.0% | — | 不变 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $8.89万 | 0.00% | 15,646 | 5,166 | 49.3% | $2.93万 | 加仓 |
| TDUP | THREDUP INC | $8.97万 | 0.00% | 27,336 | 27,336 | — | $8.97万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $8.97万 | 0.00% | 10,589 | 0 | 0.0% | — | 不变 |
| TH | TARGET HOSPITALITY CORP | $10.13万 | 0.00% | 10,912 | 10,912 | — | $10.13万 | 新建仓 |
| RWT | REDWOOD TRUST INC | $10.43万 | 0.00% | 18,584 | 4,847 | 35.3% | $2.72万 | 加仓 |
| NEOG | NEOGEN CORP | $10.48万 | 0.00% | 11,284 | 11,284 | — | $10.48万 | 新建仓 |
| FVRR | FIVERR INTL LTD | $10.50万 | 0.00% | 10,475 | 10,475 | — | $10.50万 | 新建仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $10.50万 | 0.00% | 44,297 | 27,978 | 171.4% | $6.63万 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $10.65万 | 0.00% | 12,148 | -28,338 | -70.0% | -$24.85万 | 减仓 |
| GO | GROCERY OUTLET HLDG CORP | $10.84万 | 0.00% | 15,371 | 2,556 | 19.9% | $1.80万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $11.25万 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| — | ATAIBECKLEY INC | $11.72万 | 0.00% | 33,121 | 33,121 | — | $11.72万 | 新建仓 |
| FTRE | FORTREA HLDGS INC | $11.77万 | 0.00% | 12,490 | 2,101 | 20.2% | $1.98万 | 加仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $11.84万 | 0.00% | 12,189 | 12,189 | — | $11.84万 | 新建仓 |
| LSPD | LIGHTSPEED COMMERCE INC | $12.10万 | 0.00% | 13,505 | -1,006 | -6.9% | -$9,014 | 重新持有 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $12.10万 | 0.00% | 13,043 | 13,043 | — | $12.10万 | 新建仓 |
| PRGO | PERRIGO CO PLC | $12.18万 | 0.00% | 11,342 | -1,810 | -13.8% | -$1.94万 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW | $12.37万 | 0.00% | 31,322 | 31,322 | — | $12.37万 | 新建仓 |
| MYGN | MYRIAD GENETICS INC | $12.59万 | 0.00% | 27,976 | 12,367 | 79.2% | $5.57万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $12.68万 | 0.00% | 16,526 | 16,526 | — | $12.68万 | 新建仓 |
| MNKD | MANNKIND CORP | $12.84万 | 0.00% | 52,391 | 52,391 | — | $12.84万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $12.90万 | 0.00% | 37,595 | 27,162 | 260.3% | $9.32万 | 加仓 |
| BHC | BAUSCH HEALTH COS INC | $12.95万 | 0.00% | 23,983 | 9,148 | 61.7% | $4.94万 | 加仓 |
| MAKO | MAKO MNG CORP | $13.04万 | 0.00% | 20,400 | 20,400 | — | $13.04万 | 新建仓 |
| SGML | SIGMA LITHIUM CORPORATION | $13.13万 | 0.00% | 10,644 | -992 | -8.5% | -$1.22万 | 减仓 |
| CRMD | CORMEDIX INC | $13.16万 | 0.00% | 19,379 | 19,379 | — | $13.16万 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $13.17万 | 0.00% | 10,655 | 10,655 | — | $13.17万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $13.19万 | 0.00% | 26,586 | 16,485 | 163.2% | $8.18万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $13.20万 | 0.00% | 15,864 | -5,206 | -24.7% | -$4.33万 | 减仓 |
| — | CHEFS WHSE INC | $13.27万 | 0.00% | 90,000 | 0 | 0.0% | — | 不变 |
| FIVN | FIVE9 INC | $13.29万 | 0.00% | 3,373,000 | 0 | 0.0% | — | 不变 |
| BORR | BORR DRILLING LTD | $13.45万 | 0.00% | 23,304 | 23,304 | — | $13.45万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $13.47万 | 0.00% | 10,290 | 10,290 | — | $13.47万 | 新建仓 |
| VIR | VIR BIOTECHNOLOGY INC | $13.72万 | 0.00% | 15,315 | 5,294 | 52.8% | $4.74万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $14.14万 | 0.00% | 16,598 | -10,451 | -38.6% | -$8.90万 | 减仓 |
| TBLA | TABOOLA.COM LTD | $14.15万 | 0.00% | 45,653 | -106,428 | -70.0% | -$32.99万 | 重新持有 |
| CLF | CLEVELAND-CLIFFS INC NEW | $14.18万 | 0.00% | 16,779 | -1,092,242 | -98.5% | -$922.95万 | 重新持有 |
| VET | VERMILION ENERGY INC | $14.35万 | 0.00% | 10,410 | 10,410 | — | $14.35万 | 新建仓 |
| CERT | CERTARA INC | $14.44万 | 0.00% | 25,336 | -9,626 | -27.5% | -$5.49万 | 减仓 |
| — | GLOBAL PMTS INC | $14.77万 | 0.00% | 17,825,000 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $14.80万 | 0.00% | 10,256 | 10,256 | — | $14.80万 | 新建仓 |