13F 机构持仓

KBC Group NV

Brussels C9 · SEC CIK 0001411133

2026Q22026Q1 更早 9 个季度 🔒
$462.98亿2026Q2 申报市值
1,844持仓数
36.3%前十大占比 · 第一大 7.6%
44 / 55新建仓 / 清仓
申报市值走势$462.98亿2026Q2
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 7.6%
GOOG 5.5%
AAPL 5.2%
MSFT 4.1%
AMZN 3.3%
AVGO 3.1%
META 2.0%
MU 2.0%
AMAT 2.0%
JPM 1.7%

2026Q2 买入最多 按季末市值估算

AMAT 加仓+$6.43亿
NFLX 加仓+$1.76亿
DIS 加仓+$1.52亿
GOOG 加仓+$1.36亿
TEL 加仓+$1.30亿

2026Q2 卖出最多 按季末市值估算

MSFT 减仓-$3.20亿
NVDA 减仓-$2.91亿
AAPL 减仓-$2.34亿
TSLA 减仓-$2.32亿
QCOM 减仓-$1.82亿

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
NGVC NATURAL GROCERS BY VITAMIN $154.60万0.00%49,835 00.0% — 不变
SBS COMPANHIA DE SANEAMENTO BASI $156.30万0.00%270,437 18,5827.4% $10.74万 加仓
MANH MANHATTAN ASSOCIATES INC $168.50万0.00%12,101 -15,485-56.1% -$215.62万 减仓
RIVN RIVIAN AUTOMOTIVE INC $168.70万0.00%97,240 -94,891-49.4% -$164.62万 减仓
TTD THE TRADE DESK INC $172.40万0.00%95,364 -84,202-46.9% -$152.22万 减仓
AMRZ AMRIZE LTD $176.20万0.00%33,064 380.1% $2,025 加仓
WY WEYERHAEUSER CO $176.50万0.00%73,707 820.1% $1,964 加仓
MAN MANPOWERGROUP INC WIS $181.00万0.00%53,609 00.0% — 不变
BIDU BAIDU INC $181.10万0.00%15,848 00.0% — 不变
TTC TORO CO $181.20万0.00%18,604 2,69216.9% $26.22万 加仓
ATHM AUTOHOME INC $185.60万0.00%97,550 00.0% — 不变
EG EVEREST GROUP LTD $186.00万0.00%5,206 -27-0.5% -$9,647 减仓
AMBA AMBARELLA INC $187.00万0.00%21,795 00.0% — 不变
LNT ALLIANT ENERGY CORP $187.20万0.00%24,542 270.1% $2,059 加仓
ARES ARES MANAGEMENT CORPORATION $188.00万0.00%16,888 390.2% $4,342 加仓
BYD BOYD GAMING CORP $188.40万0.00%21,328 -563-2.6% -$4.97万 减仓
ARRY ARRAY TECHNOLOGIES INC $193.10万0.00%260,631 00.0% — 不变
MBLY MOBILEYE GLOBAL INC $193.50万0.00%199,891 00.0% — 不变
BRKR BRUKER CORP $195.90万0.00%32,557 -811-2.4% -$4.88万 减仓
PGEN PRECIGEN INC $197.10万0.00%345,805 00.0% — 不变
IREN IREN LIMITED $204.60万0.00%44,744 13,96945.4% $63.88万 加仓
LULU LULULEMON ATHLETICA INC $205.30万0.00%17,977 -999-5.3% -$11.41万 减仓
MKC MCCORMICK & CO INC $205.30万0.00%40,726 -3,702-8.3% -$18.66万 减仓
AMKR AMKOR TECHNOLOGY INC $205.50万0.00%23,827 -4,702-16.5% -$40.55万 减仓
NI NISOURCE INC $208.40万0.00%43,827 3,5778.9% $17.01万 加仓
— TEVA PHARMACEUTICAL INDS LTD $210.60万0.00%62,171 6,75712.2% $22.89万 加仓
EXE EXPAND ENERGY CORPORATION $211.70万0.00%23,218 2,96614.6% $27.04万 加仓
IVZ INVESCO LTD $213.40万0.00%80,858 39,25894.4% $103.61万 加仓
INFY INFOSYS LTD $213.80万0.00%203,778 -15,862-7.2% -$16.64万 减仓
BCO BRINKS CO $215.20万0.00%22,771 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $215.80万0.00%4,931 50.1% $2,188 加仓
IFF INTERNATIONAL FLAVORS&FRAGRA $222.70万0.00%28,109 270.1% $2,139 加仓
CWH CAMPING WORLD HLDGS INC $223.80万0.00%293,327 00.0% — 不变
AN AUTONATION INC $224.30万0.00%12,073 -416-3.3% -$7.73万 减仓
TSN TYSON FOODS INC $225.50万0.00%39,390 12,09344.3% $69.23万 加仓
ELAN ELANCO ANIMAL HEALTH INC $225.90万0.00%91,785 00.0% — 不变
ACI ALBERTSONS COMPANIES INC $231.10万0.00%170,772 -3,915-2.2% -$5.30万 减仓
BG BUNGE GLOBAL SA $231.90万0.01%21,724 -14,448-39.9% -$154.23万 减仓
CMS CMS ENERGY CORP $232.10万0.01%30,336 1,3434.6% $10.28万 加仓
RKT ROCKET COS INC $233.30万0.01%148,190 -627,056-80.9% -$987.19万 减仓
RBRK RUBRIK INC. $234.40万0.01%29,195 1470.5% $1.18万 加仓
BSY BENTLEY SYS INC $237.30万0.01%79,401 -2,295-2.8% -$6.86万 减仓
LEVI LEVI STRAUSS & CO NEW $237.50万0.01%95,662 -2,683-2.7% -$6.66万 减仓
NIO NIO INC $238.80万0.01%471,838 -111,884-19.2% -$56.63万 减仓
PD PAGERDUTY INC $239.50万0.01%248,181 00.0% — 不变
— QORVO INC $240.70万0.01%25,806 -705-2.7% -$6.58万 减仓
SEIC SEI INVTS CO $241.30万0.01%27,506 -12,209-30.7% -$107.11万 减仓
SFM SPROUTS FMRS MKT INC $242.10万0.01%28,626 13,94194.9% $117.90万 加仓
CSGP COSTAR GROUP INC $245.30万0.01%86,623 -5,160-5.6% -$14.61万 减仓
CSIQ CANADIAN SOLAR INC $245.90万0.01%153,514 29,88824.2% $47.87万 加仓
IONQ IONQ INC $247.80万0.01%46,529 -1,340-2.8% -$7.14万 减仓
BABA ALIBABA GROUP HLDG LTD $248.50万0.01%25,882 1290.5% $1.24万 加仓
AEM AGNICO EAGLE MINES LTD $249.30万0.01%16,068 7,79694.2% $120.96万 加仓
LOPE GRAND CANYON ED INC $249.70万0.01%17,449 00.0% — 不变
WSO WATSCO INC $250.50万0.01%6,011 1,68038.8% $70.01万 加仓
UHAL/B U HAUL HOLDING COMPANY $253.20万0.01%43,880 1,9124.6% $11.03万 加仓
MAA MID-AMER APT CMNTYS INC $253.30万0.01%18,229 -8,610-32.1% -$119.64万 减仓
TFIN TRIUMPH FINANCIAL INC $253.50万0.01%33,224 00.0% — 不变
IEX IDEX CORP $254.40万0.01%11,208 3,01136.7% $68.34万 加仓
RPM RPM INTL INC $254.60万0.01%22,903 -91-0.4% -$1.01万 减仓
CPB THE CAMPBELLS COMPANY $255.30万0.01%114,619 -4,225-3.6% -$9.41万 减仓
TXT TEXTRON INC $255.40万0.01%27,844 10,62661.7% $97.47万 加仓
BURL BURLINGTON STORES INC $256.20万0.01%8,087 1,36020.2% $43.09万 加仓
FE FIRSTENERGY CORP $257.00万0.01%54,054 13,65833.8% $64.94万 加仓
TOST TOAST INC $257.30万0.01%92,470 -15,812-14.6% -$44.00万 减仓
CRWV COREWEAVE INC $258.00万0.01%25,917 5,72028.3% $56.94万 加仓
FRPT FRESHPET INC $259.30万0.01%43,866 30,000216.4% $177.34万 加仓
FN FABRINET $261.40万0.01%4,651 3,581334.7% $201.26万 加仓
FIGS FIGS INC $261.90万0.01%256,051 00.0% — 不变
TSCO TRACTOR SUPPLY CO $262.40万0.01%83,027 18,76529.2% $59.31万 加仓
BUR BURFORD CAPITAL LIMITED $262.60万0.01%640,497 00.0% — 不变
ELF E L F BEAUTY INC $263.00万0.01%35,547 -99,684-73.7% -$737.53万 减仓
GGG GRACO INC $265.30万0.01%35,089 -222-0.6% -$1.68万 减仓
ECHO ECHOSTAR CORP $267.10万0.01%26,324 6812.7% $6.91万 加仓
NRG NRG ENERGY INC $267.70万0.01%18,325 150.1% $2,191 加仓
CG CARLYLE GROUP INC $269.30万0.01%63,945 12,59424.5% $53.04万 加仓
APTV APTIV PLC $269.60万0.01%43,935 -125,723-74.1% -$771.48万 减仓
PATH UIPATH INC $269.70万0.01%248,077 00.0% — 不变
CLX CLOROX CO DEL $270.10万0.01%28,299 -5,119-15.3% -$48.86万 减仓
UFPI UFP INDUSTRIES INC $270.50万0.01%29,812 00.0% — 不变
FBK FB FINL CORP $272.60万0.01%49,251 00.0% — 不变
STWD STARWOOD PPTY TR INC $272.70万0.01%166,485 14,7119.7% $24.10万 加仓
SMCI SUPER MICRO COMPUTER INC $272.80万0.01%93,014 18,29524.5% $53.66万 加仓
MZTI MARZETTI COMPANY $274.00万0.01%23,998 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV $274.80万0.01%52,185 350.1% $1,843 加仓
MIR MIRION TECHNOLOGIES INC $276.00万0.01%153,925 00.0% — 不变
RNR RENAISSANCERE HLDGS LTD $280.60万0.01%8,856 7,397507.0% $234.37万 加仓
CDW CDW CORP $280.90万0.01%19,972 240.1% $3,376 加仓
CASY CASEYS GEN STORES INC $281.30万0.01%3,539 30.1% $2,385 加仓
BRO BROWN & BROWN INC $282.60万0.01%44,048 -246-0.6% -$1.58万 减仓
ETSY ETSY INC $284.10万0.01%37,713 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $286.60万0.01%24,241 00.0% — 不变
NBIX NEUROCRINE BIOSCIENCES INC $288.30万0.01%17,109 980.6% $1.65万 加仓
DAR DARLING INGREDIENTS INC $290.70万0.01%53,215 7,98117.6% $43.60万 加仓
CPAY CORPAY INC $292.60万0.01%8,781 -390-4.3% -$13.00万 减仓
NYT NEW YORK TIMES CO MTN BE $293.30万0.01%41,915 -3,803-8.3% -$26.61万 减仓
INVH INVITATION HOMES INC $294.00万0.01%97,303 -3,489-3.5% -$10.54万 减仓
PAYC PAYCOM SOFTWARE INC $294.20万0.01%23,408 00.0% — 不变
UGI UGI CORP NEW $294.80万0.01%85,347 8,60411.2% $29.72万 加仓
TYL TYLER TECHNOLOGIES INC $295.10万0.01%10,089 -273-2.6% -$7.99万 减仓