Fulcrum Asset Management LLP
LONDON X0 · SEC CIK 0001353395
$10.03亿2026Q2 申报市值
1,027持仓数
22.1%前十大占比 · 第一大 4.5%
826 / 27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
AAPL 新建仓+$3,300.05万
WMT 新建仓+$1,784.00万
CAH 新建仓+$1,656.28万
MCK 新建仓+$1,548.58万
META 新建仓+$1,534.21万
2026Q2 卖出最多 按季末市值估算
DAR 减仓-$1,603.28万
WM 减仓-$1,350.49万
HAL 减仓-$1,290.68万
NVDA 减仓-$1,261.12万
TRANE TECHNOLOGI 清仓-$1,125.11万
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 |
|---|---|---|---|---|---|---|---|---|
| TENB | TENABLE HOLDINGS INC COMP | $2.63万 | 0.00% | 786 | 786 | — | $2.63万 | 新建仓 |
| SUI | SUN COMMUNITIES INC | $2.56万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR COMP | $2.42万 | 0.00% | 273 | 273 | — | $2.42万 | 新建仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC COMP | $2.36万 | 0.00% | 18 | 18 | — | $2.36万 | 新建仓 |
| ZS | ZSCALER INC COMP | $2.35万 | 0.00% | 171 | 171 | — | $2.35万 | 新建仓 |
| VERX | VERTEX INC - CLASS A COMP | $2.24万 | 0.00% | 1,967 | 38 | 2.0% | $433 | 加仓 |
| CUBE | CUBESMART COMP | $2.23万 | 0.00% | 548 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC COMP | $2.22万 | 0.00% | 126 | 126 | — | $2.22万 | 新建仓 |
| POWI | POWER INTEGRATIONS INC COMP | $2.16万 | 0.00% | 274 | 274 | — | $2.16万 | 新建仓 |
| QLYS | QUALYS INC COMP | $2.12万 | 0.00% | 165 | 165 | — | $2.12万 | 新建仓 |
| CVLT | COMMVAULT SYSTEMS INC COMP | $2.02万 | 0.00% | 140 | 140 | — | $2.02万 | 新建仓 |
| DBX | DROPBOX INC-CLASS A COMP | $1.98万 | 0.00% | 721 | 721 | — | $1.98万 | 新建仓 |
| CSGP | COSTAR GROUP INC COMP | $1.92万 | 0.00% | 656 | 656 | — | $1.92万 | 新建仓 |
| HRB | H&R BLOCK INC COMP | $1.92万 | 0.00% | 502 | 502 | — | $1.92万 | 新建仓 |
| TREE | LENDINGTREE INC COMP | $1.87万 | 0.00% | 438 | 438 | — | $1.87万 | 新建仓 |
| TEAM | ATLASSIAN CORP-CL A COMP | $1.86万 | 0.00% | 235 | 235 | — | $1.86万 | 新建仓 |
| CPRT | COPART INC COMP | $1.76万 | 0.00% | 628 | 628 | — | $1.76万 | 新建仓 |
| ACHR | ARCHER AVIATION INC-A COMP | $1.74万 | 0.00% | 3,716 | 3,716 | — | $1.74万 | 新建仓 |
| — | NATIONAL STORAGE AFFILIATES COMP | $1.72万 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP COMP | $1.72万 | 0.00% | 502 | 502 | — | $1.72万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC COMP | $1.70万 | 0.00% | 95 | 95 | — | $1.70万 | 新建仓 |
| YOU | CLEAR SECURE INC -CLASS A COMP | $1.67万 | 0.00% | 298 | 298 | — | $1.67万 | 新建仓 |
| VSXY | VICTORIA'S SECRET & CO COMP | $1.64万 | 0.00% | 190 | 190 | — | $1.64万 | 新建仓 |
| PAYX | PAYCHEX INC COMP | $1.64万 | 0.00% | 164 | 164 | — | $1.64万 | 新建仓 |
| IRT | INDEPENDENCE REALTY TRUST IN COMP | $1.59万 | 0.00% | 946 | 50 | 5.6% | $839 | 加仓 |
| NOW | SERVICENOW INC COMP | $1.58万 | 0.00% | 158 | -4,842 | -96.8% | -$48.40万 | 重新持有 |
| OSIS | OSI SYSTEMS INC COMP | $1.58万 | 0.00% | 74 | 74 | — | $1.58万 | 新建仓 |
| ENOV | ENOVIS CORP COMP | $1.58万 | 0.00% | 716 | 716 | — | $1.58万 | 新建仓 |
| RNG | RINGCENTRAL INC-CLASS A COMP | $1.53万 | 0.00% | 392 | 392 | — | $1.53万 | 新建仓 |
| GIS | GENERAL MILLS INC COMP | $1.53万 | 0.00% | 421 | 421 | — | $1.53万 | 新建仓 |
| BMI | BADGER METER INC COMP | $1.53万 | 0.00% | 110 | 110 | — | $1.53万 | 新建仓 |
| CLX | CLOROX COMPANY COMP | $1.50万 | 0.00% | 155 | 155 | — | $1.50万 | 新建仓 |
| ADEA | ADEIA INC COMP | $1.50万 | 0.00% | 454 | 454 | — | $1.50万 | 新建仓 |
| DUOL | DUOLINGO COMP | $1.50万 | 0.00% | 129 | 129 | — | $1.50万 | 新建仓 |
| CXM | SPRINKLR INC-A COMP | $1.49万 | 0.00% | 2,880 | 110 | 4.0% | $571 | 加仓 |
| CHE | CHEMED CORP COMP | $1.47万 | 0.00% | 32 | 32 | — | $1.47万 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC COMP | $1.47万 | 0.00% | 64 | 64 | — | $1.47万 | 新建仓 |
| PLNT | PLANET FITNESS INC - CL A COMP | $1.44万 | 0.00% | 280 | -6,636 | -96.0% | -$34.23万 | 减仓 |
| CTSH | COGNIZANT TECH SOLUTIONS-A COMP | $1.44万 | 0.00% | 372 | 372 | — | $1.44万 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP COMP | $1.43万 | 0.00% | 462 | 462 | — | $1.43万 | 新建仓 |
| GKOS | GLAUKOS CORP COMP | $1.36万 | 0.00% | 96 | 96 | — | $1.36万 | 新建仓 |
| FIBK | FIRST INTERSTATE BANCSYS-A COMP | $1.36万 | 0.00% | 352 | 352 | — | $1.36万 | 新建仓 |
| EAT | BRINKER INTERNATIONAL INC COMP | $1.34万 | 0.00% | 80 | 80 | — | $1.34万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC COMP | $1.33万 | 0.00% | 50 | 50 | — | $1.33万 | 新建仓 |
| DT | DYNATRACE INC COMP | $1.32万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FARMERS MARKET INC COMP | $1.31万 | 0.00% | 160 | 160 | — | $1.31万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC COMP | $1.28万 | 0.00% | 112 | 112 | — | $1.28万 | 新建仓 |
| AGX | ARGAN INC COMP | $1.27万 | 0.00% | 16 | 16 | — | $1.27万 | 新建仓 |
| BR | BROADRIDGE FINANCIAL SOLUTIO COMP | $1.25万 | 0.00% | 92 | -388 | -80.8% | -$5.25万 | 重新持有 |
| BOX | BOX INC - CLASS A COMP | $1.24万 | 0.00% | 468 | 468 | — | $1.24万 | 新建仓 |
| ANF | ABERCROMBIE & FITCH CO-CL A COMP | $1.23万 | 0.00% | 138 | 138 | — | $1.23万 | 新建仓 |
| AAP | ADVANCE AUTO PARTS INC COMP | $1.18万 | 0.00% | 192 | 192 | — | $1.18万 | 新建仓 |
| AX | AXOS FINANCIAL INC COMP | $1.18万 | 0.00% | 122 | 122 | — | $1.18万 | 新建仓 |
| VLTO | VERALTO CORP COMP | $1.17万 | 0.00% | 132 | 132 | — | $1.17万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SERVICES COMP | $1.14万 | 0.00% | 32 | 32 | — | $1.14万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COMP | $1.13万 | 0.00% | 124 | 124 | — | $1.13万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC COMP | $1.09万 | 0.00% | 196 | 196 | — | $1.09万 | 新建仓 |
| AUB | ATLANTIC UNION BANKSHARES CO COMP | $1.09万 | 0.00% | 258 | 258 | — | $1.09万 | 新建仓 |
| GVA | GRANITE CONSTRUCTION INC COMP | $1.08万 | 0.00% | 68 | 68 | — | $1.08万 | 新建仓 |
| EXEL | EXELIXIS INC COMP | $1.07万 | 0.00% | 198 | 198 | — | $1.07万 | 新建仓 |
| ITRI | ITRON INC COMP | $1.07万 | 0.00% | 128 | 128 | — | $1.07万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGY COMP | $1.07万 | 0.00% | 164 | 164 | — | $1.07万 | 新建仓 |
| BAX | BAXTER INTERNATIONAL INC COMP | $1.06万 | 0.00% | 482 | 482 | — | $1.06万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC COMP | $1.06万 | 0.00% | 28 | 28 | — | $1.06万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN COMP | $1.03万 | 0.00% | 128 | 128 | — | $1.03万 | 新建仓 |
| MMSI | MERIT MEDICAL SYSTEMS INC COMP | $1.02万 | 0.00% | 146 | 146 | — | $1.02万 | 新建仓 |
| FULT | FULTON FINANCIAL CORP COMP | $1.01万 | 0.00% | 418 | 418 | — | $1.01万 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC COMP | $1.01万 | 0.00% | 150 | 150 | — | $1.01万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES-A COMP | $1.00万 | 0.00% | 28 | 28 | — | $1.00万 | 新建仓 |
| MTCH | MATCH GROUP INC COMP | $9,992 | 0.00% | 258 | 258 | — | $9,992 | 新建仓 |
| FOXA | FOX CORP - CLASS A COMP | $9,977 | 0.00% | 198 | 198 | — | $9,977 | 新建仓 |
| DXCM | DEXCOM INC COMP | $9,937 | 0.00% | 142 | 142 | — | $9,937 | 新建仓 |
| RMD | RESMED INC COMP | $9,922 | 0.00% | 50 | 50 | — | $9,922 | 新建仓 |
| FIS | FIDELITY NATIONAL INFO SERV COMP | $9,905 | 0.00% | 256 | 256 | — | $9,905 | 新建仓 |
| CVCO | CAVCO INDUSTRIES INC COMP | $9,821 | 0.00% | 16 | 16 | — | $9,821 | 新建仓 |
| WU | WESTERN UNION CO COMP | $9,660 | 0.00% | 1,266 | 1,266 | — | $9,660 | 新建仓 |
| HII | HUNTINGTON INGALLS INDUSTRIE | $9,431 | 0.00% | 34 | 34 | — | $9,431 | 新建仓 |
| MOG/A | MOOG INC-CLASS A COMP | $9,369 | 0.00% | 22 | 22 | — | $9,369 | 新建仓 |
| BFAM | BRIGHT HORIZONS FAMILY SOLUT COMP | $9,357 | 0.00% | 132 | 132 | — | $9,357 | 新建仓 |
| LRN | STRIDE INC COMP | $9,153 | 0.00% | 106 | 106 | — | $9,153 | 新建仓 |
| AOS | SMITH (A.O.) CORP COMP | $9,129 | 0.00% | 148 | 148 | — | $9,129 | 新建仓 |
| DLB | DOLBY LABORATORIES INC-CL A COMP | $8,965 | 0.00% | 172 | 172 | — | $8,965 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC COMP | $8,906 | 0.00% | 1,064 | 1,064 | — | $8,906 | 新建仓 |
| SNA | SNAP-ON INC COMP | $8,764 | 0.00% | 22 | 22 | — | $8,764 | 新建仓 |
| ITGR | INTEGER HOLDINGS CORP COMP | $8,757 | 0.00% | 96 | 96 | — | $8,757 | 新建仓 |
| PRIM | PRIMORIS SERVICES CORP COMP | $8,752 | 0.00% | 90 | 90 | — | $8,752 | 新建仓 |
| CAG | CONAGRA BRANDS INC COMP | $8,612 | 0.00% | 616 | 616 | — | $8,612 | 新建仓 |
| DPZ | DOMINO'S PIZZA INC COMP | $8,527 | 0.00% | 29 | 29 | — | $8,527 | 新建仓 |
| NTST | NETSTREIT CORP COMP | $8,513 | 0.00% | 398 | 398 | — | $8,513 | 新建仓 |
| WING | WINGSTOP INC COMP | $8,439 | 0.00% | 51 | 51 | — | $8,439 | 新建仓 |
| Z | ZILLOW GROUP INC - C COMP | $8,410 | 0.00% | 268 | 268 | — | $8,410 | 新建仓 |
| BOH | BANK OF HAWAII CORP COMP | $8,403 | 0.00% | 104 | 104 | — | $8,403 | 新建仓 |
| BHE | BENCHMARK ELECTRONICS INC COMP | $8,374 | 0.00% | 88 | 88 | — | $8,374 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC COMP | $8,306 | 0.00% | 488 | 488 | — | $8,306 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO COMP | $8,272 | 0.00% | 48 | 48 | — | $8,272 | 新建仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC COMP | $8,252 | 0.00% | 200 | 200 | — | $8,252 | 新建仓 |
| MKC | MCCORMICK & CO-NON VTG SHRS COMP | $8,121 | 0.00% | 156 | 156 | — | $8,121 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC COMP | $8,086 | 0.00% | 92 | 92 | — | $8,086 | 新建仓 |
| KTOS | KRATOS DEFENSE & SECURITY COMP | $8,075 | 0.00% | 172 | 172 | — | $8,075 | 新建仓 |
| RNST | RENASANT CORP COMP | $8,024 | 0.00% | 188 | 188 | — | $8,024 | 新建仓 |