13F 机构持仓

Zurcher Kantonalbank (Zurich Cantonalbank)

ZURICH V8 · SEC CIK 0001368163

2026Q22026Q1 更早 9 个季度 🔒
$521.97亿2026Q2 申报市值
2,551持仓数
33.2%前十大占比 · 第一大 6.2%
79 / 77新建仓 / 清仓
申报市值走势$521.97亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.2%
UBS 5.3%
AAPL 5.1%
MSFT 3.2%
GOOGL 3.0%
AMZN 2.8%
AVGO 2.3%
MU 2.2%
GOOG 1.8%
LLY 1.5%

2026Q2 买入最多 按季末市值估算

AMD 加仓+$3.33亿
MU 加仓+$1.77亿
MS 加仓+$1.54亿
BRK/B 加仓+$1.21亿
WDC 加仓+$9,503.96万

2026Q2 卖出最多 按季末市值估算

MSFT 减仓-$3.09亿
INTC 减仓-$2.30亿
KLAC 减仓-$2.03亿
JPM 减仓-$1.49亿
TSLA 减仓-$1.41亿

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
RS RELIANCE INC $497.52万0.01%13,317 1210.9% $4.52万 加仓
RBC RBC BEARINGS INC $497.47万0.01%7,724 00.0% — 不变
UNM UNUM GROUP $497.45万0.01%55,643 -17,389-23.8% -$155.46万 减仓
BALL BALL CORP $494.86万0.01%79,304 -688-0.9% -$4.29万 减仓
VIAV VIAVI SOLUTIONS INC $493.98万0.01%103,451 8,5089.0% $40.63万 加仓
ECHO ECHOSTAR CORP $492.75万0.01%48,547 10,72628.4% $108.87万 加仓
DOCN DIGITALOCEAN HLDGS INC $491.69万0.01%31,312 2,6779.3% $42.04万 加仓
PINS PINTEREST INC $491.46万0.01%233,693 -85,970-26.9% -$180.79万 减仓
MOH MOLINA HEALTHCARE INC $490.84万0.01%21,462 1,7779.0% $40.64万 加仓
WRB BERKLEY W R CORP $488.09万0.01%69,203 6,92311.1% $48.83万 加仓
VNO VORNADO RLTY TR $488.03万0.01%124,180 -20,332-14.1% -$79.90万 减仓
ENIC ENEL CHILE SA $486.14万0.01%1,080,312 00.0% — 不变
BZ KANZHUN LIMITED $485.27万0.01%377,057 42,97912.9% $55.31万 加仓
TIGO MILLICOM INTL CELLULAR S A $484.82万0.01%53,418 -270,225-83.5% -$2,452.56万 减仓
TXRH TEXAS ROADHOUSE INC $483.98万0.01%25,047 -2,117-7.8% -$40.91万 减仓
PECO PHILLIPS EDISON & CO INC $483.72万0.01%116,223 1,5601.4% $6.49万 加仓
NYT NEW YORK TIMES CO MTN BE $482.46万0.01%68,943 1740.3% $1.22万 加仓
WTFC WINTRUST FINL CORP $481.77万0.01%29,976 1,1363.9% $18.26万 加仓
CACI CACI INTL INC $480.77万0.01%10,378 -104-1.0% -$4.82万 减仓
CDW CDW CORP $477.63万0.01%33,961 2,5818.2% $36.30万 加仓
WY WEYERHAEUSER CO $474.97万0.01%198,402 2,9331.5% $7.02万 加仓
CR CRANE COMPANY $474.96万0.01%21,292 960.5% $2.14万 加仓
AMKR AMKOR TECHNOLOGY INC $474.43万0.01%55,019 3,4726.7% $29.94万 加仓
ESI ELEMENT SOLUTIONS INC $472.26万0.01%98,903 3,8234.0% $18.25万 加仓
GGG GRACO INC $468.01万0.01%61,898 -80,251-56.5% -$606.78万 减仓
CRCL CIRCLE INTERNET GROUP INC $467.73万0.01%74,681 73,3675,583.5% $459.50万 加仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $465.73万0.01%17,691 -4,036-18.6% -$106.25万 减仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $465.46万0.01%93,353 24,18835.0% $120.60万 加仓
BLDP BALLARD PWR SYS INC NEW $465.16万0.01%1,193,380 30,8812.7% $12.04万 加仓
AGX ARGAN INC $464.28万0.01%5,814 2,46373.5% $196.68万 加仓
MEDP MEDPACE HLDGS INC $462.12万0.01%8,726 -703-7.5% -$37.23万 减仓
JXN JACKSON FINANCIAL INC $462.11万0.01%45,132 3,2187.7% $32.95万 加仓
LEN LENNAR CORP $461.77万0.01%51,030 -47,733-48.3% -$431.94万 减仓
LFUS LITTELFUSE INC $457.38万0.01%10,045 1,26914.5% $57.78万 加仓
AYI ACUITY INC $457.00万0.01%12,133 -5,574-31.5% -$209.95万 减仓
EXEL EXELIXIS INC $456.65万0.01%83,928 -62,518-42.7% -$340.16万 减仓
ZION ZIONS BANCORPORATION NATL AS $455.79万0.01%65,875 2,9414.7% $20.35万 加仓
ARW ARROW ELECTRS INC $455.61万0.01%21,349 8564.2% $18.27万 加仓
HL HECLA MINING COMPANY $454.42万0.01%294,503 27,97110.5% $43.16万 加仓
SITM SITIME CORP $451.66万0.01%6,058 81015.4% $60.39万 加仓
BSAC BANCO SANTANDER CHILE NEW $448.76万0.01%136,278 00.0% — 不变
GMED GLOBUS MED INC $445.26万0.01%56,355 -714-1.3% -$5.64万 减仓
SJM SMUCKER J M CO $442.51万0.01%39,334 -38,099-49.2% -$428.61万 减仓
RVTY REVVITY INC $442.19万0.01%39,744 1,2983.4% $14.44万 加仓
BAM BROOKFIELD ASSET MANAGMT LTD $439.76万0.01%98,068 -8,487-8.0% -$38.06万 减仓
TW TRADEWEB MKTS INC $437.56万0.01%43,905 3,1617.8% $31.50万 加仓
SWKS SKYWORKS SOLUTIONS INC $431.13万0.01%63,589 5,3799.2% $36.47万 加仓
POWL POWELL INDS INC $431.12万0.01%15,055 6,46075.2% $184.99万 加仓
HBM HUDBAY MINERALS INC $431.05万0.01%182,609 30,10419.7% $71.06万 加仓
CDP COPT DEFENSE PROPERTIES $430.88万0.01%118,405 -18,817-13.7% -$68.48万 减仓
SAIA SAIA INC $426.55万0.01%10,128 00.0% — 不变
ALGM ALLEGRO MICROSYSTEMS INC $425.71万0.01%61,148 12,54425.8% $87.33万 加仓
DINO HF SINCLAIR CORP $425.44万0.01%61,083 -4,864-7.4% -$33.88万 减仓
TECH BIO-TECHNE CORP $425.21万0.01%60,185 -5,955-9.0% -$42.07万 减仓
HAS HASBRO INC $424.69万0.01%51,422 -1,611-3.0% -$13.31万 减仓
DCI DONALDSON INC $422.99万0.01%47,119 2,2435.0% $20.14万 加仓
GPC GENUINE PARTS CO $422.59万0.01%35,819 -361-1.0% -$4.26万 减仓
GRAB GRAB HOLDINGS LIMITED $421.21万0.01%1,117,270 165,55517.4% $62.41万 加仓
CUZ COUSINS PPTYS INC $420.43万0.01%140,237 5,0533.7% $15.15万 加仓
MDLN MEDLINE INC $418.98万0.01%106,232 106,232— $418.98万 新建仓
MXL MAXLINEAR INC $418.90万0.01%32,719 1,0923.5% $13.98万 加仓
LIVN LIVANOVA PLC $417.86万0.01%50,816 1180.2% $9,703 加仓
QBTS D-WAVE QUANTUM INC $417.50万0.01%174,031 14,6759.2% $35.21万 加仓
GDDY GODADDY INC $417.08万0.01%49,138 -128,679-72.4% -$1,092.23万 减仓
ORI OLD REP INTL CORP $415.40万0.01%101,515 00.0% — 不变
SGI SOMNIGROUP INTERNATIONAL INC $415.28万0.01%52,970 2,7585.5% $21.62万 加仓
NCLH NORWEGIAN CRUISE LINE HLDGS $414.90万0.01%196,542 5,3132.8% $11.22万 加仓
FLS FLOWSERVE CORP $414.29万0.01%55,864 1,2802.3% $9.49万 加仓
CRL CHARLES RIV LABS INTL INC $413.28万0.01%18,223 1,1286.6% $25.58万 加仓
SNEX STONEX GROUP INC $413.10万0.01%34,861 6,33422.2% $75.06万 加仓
FIVE FIVE BELOW INC $411.36万0.01%22,880 1,4646.8% $26.32万 加仓
BAX BAXTER INTL INC $411.12万0.01%192,835 55,90140.8% $119.18万 加仓
MKC MCCORMICK & CO INC $410.32万0.01%81,381 -35,307-30.3% -$178.02万 减仓
BJ BJS WHSL CLUB HLDGS INC $410.21万0.01%47,032 13,91542.0% $121.37万 加仓
AES AES CORP $409.18万0.01%279,114 12,5194.7% $18.35万 加仓
FCPT FOUR CORNERS PPTY TR INC $408.73万0.01%166,490 13,3878.7% $32.87万 加仓
CYTK CYTOKINETICS INC $407.66万0.01%47,853 2,2805.0% $19.42万 加仓
COO COOPER COS INC $407.45万0.01%56,819 9,62320.4% $69.01万 加仓
GWRE GUIDEWIRE SOFTWARE INC $407.10万0.01%33,084 00.0% — 不变
PL PLANET LABS PBC $405.85万0.01%122,503 15,48514.5% $51.30万 加仓
OKLO OKLO INC $404.65万0.01%77,326 13,86721.9% $72.57万 加仓
UMBF UMB FINL CORP $402.13万0.01%28,168 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP $401.60万0.01%108,075 13,54514.3% $50.33万 加仓
FCNCA FIRST CTZNS BANCSHARES INC D $400.97万0.01%1,927 191.0% $3.95万 加仓
SBRA SABRA HEALTH CARE REIT INC $398.73万0.01%204,371 5,5632.8% $10.85万 加仓
SOLV SOLVENTUM CORP $397.80万0.01%51,562 15,56943.3% $120.11万 加仓
APG API GROUP CORP $397.66万0.01%93,898 -3,915-4.0% -$16.58万 减仓
ERII ENERGY RECOVERY INC $396.71万0.01%439,817 410,9461,423.4% $370.67万 加仓
FORM FORMFACTOR INC $395.71万0.01%24,743 5,61029.3% $89.72万 加仓
RGEN REPLIGEN CORP $395.38万0.01%28,978 2,5979.8% $35.43万 加仓
GVA GRANITE CONSTR INC $393.30万0.01%24,880 00.0% — 不变
ALSN ALLISON TRANSMISSION HLDGS I $391.40万0.01%34,717 00.0% — 不变
FROG JFROG LTD $389.05万0.01%42,809 -6,718-13.6% -$61.05万 减仓
SCI SERVICE CORP INTL $387.11万0.01%50,963 00.0% — 不变
WULF TERAWULF INC $386.32万0.01%156,404 24,87318.9% $61.44万 加仓
CGNX COGNEX CORP $386.14万0.01%53,320 9,69422.2% $70.20万 加仓
HUBS HUBSPOT INC $385.41万0.01%21,117 -6,089-22.4% -$111.13万 减仓
KYMR KYMERA THERAPEUTICS INC $385.19万0.01%33,591 1,5304.8% $17.54万 加仓
DAR DARLING INGREDIENTS INC $384.83万0.01%70,455 1,8072.6% $9.87万 加仓
TTD THE TRADE DESK INC $384.11万0.01%212,451 -228,223-51.8% -$412.63万 减仓