Amundi
Paris I0 · SEC CIK 0001330387
$4,156.49亿2026Q2 申报市值
2,063持仓数
33.6%前十大占比 · 第一大 6.2%
156 / 140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
XOM 新建仓+$30.51亿
MSFT 加仓+$18.72亿
MRVL 加仓+$10.96亿
QCOM 加仓+$9.13亿
AMAT 加仓+$9.01亿
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$41.59亿
MU 减仓-$18.35亿
GE 减仓-$13.61亿
AMD 减仓-$13.20亿
INTC 减仓-$12.11亿
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 |
|---|---|---|---|---|---|---|---|---|
| LTC | LTC PPTYS INC | $122.04万 | 0.00% | 31,739 | 2,038 | 6.9% | $7.84万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $121.64万 | 0.00% | 9,467 | -4,506 | -32.2% | -$57.90万 | 减仓 |
| MGRC | MCGRATH RENTCORP | $121.38万 | 0.00% | 10,029 | 2,464 | 32.6% | $29.82万 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $121.10万 | 0.00% | 36,301 | -5,311 | -12.8% | -$17.72万 | 减仓 |
| GLNG | GOLAR LNG LTD | $120.34万 | 0.00% | 24,145 | -7,729 | -24.2% | -$38.52万 | 减仓 |
| RPD | RAPID7 INC | $120.32万 | 0.00% | 148,544 | -8,164 | -5.2% | -$6.61万 | 减仓 |
| SNEX | STONEX GROUP INC | $119.26万 | 0.00% | 10,064 | -1,822 | -15.3% | -$21.59万 | 减仓 |
| NTST | NETSTREIT CORP | $119.24万 | 0.00% | 56,430 | -8,916 | -13.6% | -$18.84万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $119.11万 | 0.00% | 15,854 | 6,109 | 62.7% | $45.90万 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $117.94万 | 0.00% | 19,029 | 413 | 2.2% | $2.56万 | 加仓 |
| CAMT | CAMTEK LTD | $117.67万 | 0.00% | 7,214 | 2,469 | 52.0% | $40.27万 | 加仓 |
| TRN | TRINITY INDS INC | $117.47万 | 0.00% | 33,971 | -5,955 | -14.9% | -$20.59万 | 减仓 |
| OMCL | OMNICELL COM | $117.40万 | 0.00% | 28,275 | -1,338 | -4.5% | -$5.56万 | 减仓 |
| LRN | STRIDE INC | $116.89万 | 0.00% | 13,554 | 7,454 | 122.2% | $64.28万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $116.70万 | 0.00% | 13,933 | 2,448 | 21.3% | $20.50万 | 加仓 |
| DY | DYCOM INDS INC | $116.29万 | 0.00% | 2,300 | -748 | -24.5% | -$37.82万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $115.87万 | 0.00% | 13,700 | -94,322 | -87.3% | -$797.78万 | 减仓 |
| EXEL | EXELIXIS INC | $115.37万 | 0.00% | 21,203 | -13,195 | -38.4% | -$71.79万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $115.17万 | 0.00% | 11,619 | 3,957 | 51.6% | $39.22万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $115.14万 | 0.00% | 6,447 | 1,317 | 25.7% | $23.52万 | 加仓 |
| UI | UBIQUITI INC | $115.08万 | 0.00% | 2,155 | 1,012 | 88.5% | $54.04万 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $114.90万 | 0.00% | 128,526 | -26,320 | -17.0% | -$23.53万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $114.75万 | 0.00% | 78,327 | -2,410 | -3.0% | -$3.53万 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $114.44万 | 0.00% | 43,892 | -15,119 | -25.6% | -$39.42万 | 减仓 |
| GME | GAMESTOP CORP | $114.07万 | 0.00% | 51,660 | 589 | 1.2% | $1.30万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $113.82万 | 0.00% | 3,601 | 46 | 1.3% | $1.45万 | 加仓 |
| FORM | FORMFACTOR INC | $113.53万 | 0.00% | 7,099 | -1,027 | -12.6% | -$16.42万 | 减仓 |
| HRB | BLOCK H & R INC | $113.27万 | 0.00% | 29,744 | -199,463 | -87.0% | -$759.56万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $113.16万 | 0.00% | 39,679 | 8,152 | 25.9% | $23.25万 | 加仓 |
| LFUS | LITTELFUSE INC | $112.28万 | 0.00% | 2,466 | -2 | -0.1% | -$911 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $111.78万 | 0.00% | 15,607 | 15,607 | — | $111.78万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $111.26万 | 0.00% | 13,650 | -3,651 | -21.1% | -$29.76万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $110.65万 | 0.00% | 20,574 | 9,232 | 81.4% | $49.65万 | 加仓 |
| DIOD | DIODES INC | $110.52万 | 0.00% | 10,099 | -1,112 | -9.9% | -$12.17万 | 减仓 |
| RDN | RADIAN GROUP INC | $109.47万 | 0.00% | 29,059 | -3,769 | -11.5% | -$14.20万 | 减仓 |
| BB | BLACKBERRY LTD | $108.56万 | 0.00% | 85,818 | -30,612 | -26.3% | -$38.72万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $108.43万 | 0.00% | 56,122 | -3,890 | -6.5% | -$7.52万 | 减仓 |
| TEM | TEMPUS AI INC | $108.29万 | 0.00% | 18,693 | -266 | -1.4% | -$1.54万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $108.10万 | 0.00% | 13,419 | 1,105 | 9.0% | $8.90万 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $108.08万 | 0.00% | 35,495 | -14,324 | -28.8% | -$43.62万 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $108.07万 | 0.00% | 123,647 | 15,141 | 14.0% | $13.23万 | 加仓 |
| VICR | VICOR CORP | $107.97万 | 0.00% | 2,843 | 117 | 4.3% | $4.44万 | 加仓 |
| SAIA | SAIA INC | $107.86万 | 0.00% | 2,561 | -37,753 | -93.6% | -$1,590.01万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $107.85万 | 0.00% | 3,187 | 190 | 6.3% | $6.43万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $107.72万 | 0.00% | 44,385 | 14,166 | 46.9% | $34.38万 | 加仓 |
| SLM | SLM CORP | $107.57万 | 0.00% | 41,470 | -21,477 | -34.1% | -$55.71万 | 减仓 |
| BDC | BELDEN INC | $106.61万 | 0.00% | 8,891 | 534 | 6.4% | $6.40万 | 加仓 |
| DAVE | DAVE INC | $106.04万 | 0.00% | 2,846 | 1,561 | 121.5% | $58.16万 | 加仓 |
| AVT | AVNET INC | $105.73万 | 0.00% | 11,904 | 4,592 | 62.8% | $40.79万 | 加仓 |
| PRLB | PROTO LABS INC | $105.48万 | 0.00% | 12,941 | -1,141 | -8.1% | -$9.30万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $105.48万 | 0.00% | 33,560 | 2,097 | 6.7% | $6.59万 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $105.20万 | 0.00% | 14,861 | 3,200 | 27.4% | $22.65万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $105.06万 | 0.00% | 4,571 | -166 | -3.5% | -$3.82万 | 减仓 |
| GNTX | GENTEX CORP | $103.09万 | 0.00% | 40,797 | 13,287 | 48.3% | $33.58万 | 加仓 |
| CYTK | CYTOKINETICS INC | $102.99万 | 0.00% | 12,089 | -4,989 | -29.2% | -$42.50万 | 减仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $102.43万 | 0.00% | 174,789 | 19,454 | 12.5% | $11.40万 | 加仓 |
| FRSH | FRESHWORKS INC | $102.35万 | 0.00% | 101,139 | 10,414 | 11.5% | $10.54万 | 加仓 |
| ADEA | ADEIA INC | $102.20万 | 0.00% | 31,033 | -2,237 | -6.7% | -$7.37万 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $101.82万 | 0.00% | 39,573 | 14,119 | 55.5% | $36.33万 | 加仓 |
| — | TOPBUILD COR | $101.79万 | 0.00% | 2,871 | -10,682 | -78.8% | -$378.71万 | 减仓 |
| RHI | ROBERT HALF INC. | $101.50万 | 0.00% | 33,063 | -857 | -2.5% | -$2.63万 | 减仓 |
| CARG | CARGURUS INC | $101.24万 | 0.00% | 29,697 | 9,819 | 49.4% | $33.47万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $100.58万 | 0.00% | 23,771 | -8,698 | -26.8% | -$36.80万 | 减仓 |
| ATR | APTARGROUP INC | $100.36万 | 0.00% | 8,016 | -58 | -0.7% | -$7,262 | 减仓 |
| WIX | WIX COM LTD | $100.19万 | 0.00% | 22,083 | 4,069 | 22.6% | $18.46万 | 加仓 |
| FRPT | FRESHPET INC | $100.17万 | 0.00% | 16,944 | 986 | 6.2% | $5.83万 | 加仓 |
| CACI | CACI INTL INC | $99.83万 | 0.00% | 2,155 | -636 | -22.8% | -$29.46万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $99.74万 | 0.00% | 12,227 | 7,727 | 171.7% | $63.03万 | 加仓 |
| ITRI | ITRON INC | $99.59万 | 0.00% | 1,000,000 | 0 | 0.0% | — | 不变 |
| SKYW | SKYWEST INC | $99.50万 | 0.00% | 10,017 | 1,065 | 11.9% | $10.58万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $99.37万 | 0.00% | 90,335 | 40,091 | 79.8% | $44.10万 | 加仓 |
| M | MACYS INC | $99.14万 | 0.00% | 42,097 | -187,944 | -81.7% | -$442.63万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $99.00万 | 0.00% | 13,565 | -2,138 | -13.6% | -$15.60万 | 减仓 |
| BANR | BANNER CORP | $99.00万 | 0.00% | 14,901 | 142 | 1.0% | $9,434 | 加仓 |
| BGC | BGC GROUP INC | $98.88万 | 0.00% | 92,502 | 21,256 | 29.8% | $22.72万 | 加仓 |
| OGN | ORGANON & CO | $98.88万 | 0.00% | 73,025 | -7,919 | -9.8% | -$10.72万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $98.48万 | 0.00% | 18,905 | -17,182 | -47.6% | -$89.50万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $98.47万 | 0.00% | 11,744 | -6,503 | -35.6% | -$54.53万 | 减仓 |
| APPN | APPIAN CORP | $98.02万 | 0.00% | 42,804 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $97.92万 | 0.00% | 11,820 | -552 | -4.5% | -$4.57万 | 减仓 |
| CNO | CNO FINL GROUP INC | $97.58万 | 0.00% | 19,141 | 1,545 | 8.8% | $7.88万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $97.29万 | 0.00% | 11,114 | -11,622 | -51.1% | -$101.74万 | 减仓 |
| BLKB | BLACKBAUD INC | $97.13万 | 0.00% | 32,792 | 5,447 | 19.9% | $16.13万 | 加仓 |
| G | GENPACT LIMITED | $96.78万 | 0.00% | 35,193 | 9,111 | 34.9% | $25.06万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $96.48万 | 0.00% | 6,512 | 6,512 | — | $96.48万 | 新建仓 |
| QTWO | Q2 HLDGS INC | $96.16万 | 0.00% | 19,992 | 10,989 | 122.1% | $52.86万 | 加仓 |
| VSAT | VIASAT INC | $96.15万 | 0.00% | 10,706 | 1,518 | 16.5% | $13.63万 | 加仓 |
| BLDP | BALLARD PWR SYS INC NEW | $96.12万 | 0.00% | 247,105 | -9,439 | -3.7% | -$3.67万 | 减仓 |
| CNK | CINEMARK HLDGS INC | $96.03万 | 0.00% | 30,265 | 12,053 | 66.2% | $38.24万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $96.02万 | 0.00% | 7,840 | 5,600 | 250.0% | $68.59万 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC | $96.02万 | 0.00% | 71,228 | 10,577 | 17.4% | $14.26万 | 加仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $96.01万 | 0.00% | 15,048 | 3,262 | 27.7% | $20.81万 | 加仓 |
| HNGE | HINGE HEALTH INC | $95.43万 | 0.00% | 11,498 | 6,868 | 148.3% | $57.00万 | 重新持有 |
| OUT | OUTFRONT MEDIA INC | $95.36万 | 0.00% | 29,110 | -22,256 | -43.3% | -$72.91万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $95.17万 | 0.00% | 19,931 | -23,815 | -54.4% | -$113.72万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $95.10万 | 0.00% | 4,724 | -19,509 | -80.5% | -$392.74万 | 减仓 |
| IEF | ISHARES TR | $94.98万 | 0.00% | 10,043 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $94.65万 | 0.00% | 4,688 | 1,135 | 31.9% | $22.92万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $94.29万 | 0.00% | 7,692 | 3,579 | 87.0% | $43.87万 | 加仓 |
| VNT | VONTIER CORPORATION | $93.77万 | 0.00% | 32,334 | -33,504 | -50.9% | -$97.16万 | 减仓 |