KBC Group NV
Brussels C9 · SEC CIK 0001411133
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| TW | TRADEWEB MKTS INC | $150.70万 | 0.00% | 15,118 | -138 | -0.9% | -$1.38万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $148.50万 | 0.00% | 23,043 | -1,494 | -6.1% | -$9.63万 | 减仓 |
| ONC | BEONE MEDICINES LTD | $147.40万 | 0.00% | 5,171 | -4,317 | -45.5% | -$123.06万 | 减仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $146.30万 | 0.00% | 46,900 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $144.80万 | 0.00% | 30,706 | 4,574 | 17.5% | $21.57万 | 加仓 |
| CHE | CHEMED CORP NEW | $144.40万 | 0.00% | 3,101 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $142.80万 | 0.00% | 12,414 | 5,152 | 70.9% | $59.26万 | 加仓 |
| NOMD | NOMAD FOODS LTD | $142.40万 | 0.00% | 130,000 | 0 | 0.0% | — | 不变 |
| JBS | JBS N.V. | $142.40万 | 0.00% | 120,135 | 67,839 | 129.7% | $80.41万 | 加仓 |
| EVRG | EVERGY INC | $141.90万 | 0.00% | 16,415 | 24 | 0.1% | $2,075 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $140.90万 | 0.00% | 13,482 | -350 | -2.5% | -$3.66万 | 减仓 |
| FUTU | FUTU HLDGS LTD | $139.90万 | 0.00% | 14,924 | -12,500 | -45.6% | -$117.18万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $138.70万 | 0.00% | 4,687 | -55 | -1.2% | -$1.63万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $135.10万 | 0.00% | 39,534 | 39,534 | — | $135.10万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $133.80万 | 0.00% | 8,920 | 1,383 | 18.3% | $20.75万 | 加仓 |
| MDLN | MEDLINE INC | $132.40万 | 0.00% | 33,558 | 33,558 | — | $132.40万 | 新建仓 |
| FOX | FOX CORP | $129.90万 | 0.00% | 27,736 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $129.40万 | 0.00% | 477,629 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $126.90万 | 0.00% | 11,105 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $126.50万 | 0.00% | 16,115 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $126.20万 | 0.00% | 14,863 | -16,694 | -52.9% | -$141.75万 | 减仓 |
| GAP | GAP INC | $124.00万 | 0.00% | 66,359 | 58,961 | 797.0% | $110.18万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $122.70万 | 0.00% | 11,449 | -42,959 | -79.0% | -$460.40万 | 减仓 |
| S | SENTINELONE INC | $119.50万 | 0.00% | 70,414 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $119.40万 | 0.00% | 55,798 | -72,605 | -56.5% | -$155.36万 | 减仓 |
| ACWI | ISHARES TR | $119.30万 | 0.00% | 7,602 | -17 | -0.2% | -$2,668 | 减仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $119.10万 | 0.00% | 37,695 | -643 | -1.7% | -$2.03万 | 减仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $119.10万 | 0.00% | 207,466 | 84,465 | 68.7% | $48.49万 | 加仓 |
| FIVE | FIVE BELOW INC | $111.20万 | 0.00% | 6,184 | 3,753 | 154.4% | $67.49万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $109.30万 | 0.00% | 23,660 | 81 | 0.3% | $3,742 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $107.70万 | 0.00% | 32,125 | 89 | 0.3% | $2,984 | 加仓 |
| IOT | SAMSARA INC | $106.40万 | 0.00% | 32,815 | -202 | -0.6% | -$6,550 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $106.10万 | 0.00% | 15,970 | 15,000 | 1,546.4% | $99.66万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $103.10万 | 0.00% | 12,930 | 10,370 | 405.1% | $82.69万 | 加仓 |
| AGCO | AGCO CORP | $101.80万 | 0.00% | 8,501 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $100.90万 | 0.00% | 1,370 | -48 | -3.4% | -$3.54万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $99.90万 | 0.00% | 24,078 | 22,465 | 1,392.7% | $93.21万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $98.60万 | 0.00% | 33,672 | -9,290 | -21.6% | -$27.20万 | 减仓 |
| GVA | GRANITE CONSTR INC | $94.40万 | 0.00% | 5,969 | -385 | -6.1% | -$6.09万 | 减仓 |
| HUBS | HUBSPOT INC | $94.00万 | 0.00% | 5,153 | -5,542 | -51.8% | -$101.10万 | 减仓 |
| WLK | WESTLAKE CORPORATION | $94.00万 | 0.00% | 12,878 | -6,554 | -33.7% | -$47.84万 | 减仓 |
| RVTY | REVVITY INC | $93.50万 | 0.00% | 8,401 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $93.20万 | 0.00% | 8,139 | 0 | 0.0% | — | 不变 |
| BTBT | BIT DIGITAL INC | $92.40万 | 0.00% | 513,061 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $92.30万 | 0.00% | 9,810 | 0 | 0.0% | — | 不变 |
| SKY | CHAMPION HOMES INC | $92.20万 | 0.00% | 10,464 | 4,328 | 70.5% | $38.13万 | 加仓 |
| CVSA | COVISTA INC | $90.30万 | 0.00% | 7,246 | 2,769 | 61.8% | $34.51万 | 加仓 |
| HRL | HORMEL FOODS CORP | $89.10万 | 0.00% | 35,912 | -22,627 | -38.7% | -$56.14万 | 减仓 |
| SSTK | SHUTTERSTOCK INC | $87.00万 | 0.00% | 62,371 | 1,396 | 2.3% | $1.95万 | 加仓 |
| CSTL | CASTLE BIOSCIENCES INC | $86.00万 | 0.00% | 36,042 | -890 | -2.4% | -$2.12万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $86.00万 | 0.00% | 3,760 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $85.50万 | 0.00% | 4,340 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $84.00万 | 0.00% | 13,412 | 13,412 | — | $84.00万 | 新建仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $83.70万 | 0.00% | 77,139 | 0 | 0.0% | — | 不变 |
| PRDO | PERDOCEO ED CORP | $83.40万 | 0.00% | 26,072 | 11,942 | 84.5% | $38.20万 | 加仓 |
| CRTO | CRITEO S A | $82.30万 | 0.00% | 45,000 | 0 | 0.0% | — | 不变 |
| CVCO | CAVCO INDS INC DEL | $82.20万 | 0.00% | 1,338 | 434 | 48.0% | $26.66万 | 加仓 |
| WWD | WOODWARD INC | $81.80万 | 0.00% | 1,923 | 7 | 0.4% | $2,978 | 加仓 |
| MRNA | MODERNA INC | $80.70万 | 0.00% | 11,517 | -237 | -2.0% | -$1.66万 | 减仓 |
| LINC | LINCOLN EDL SVCS CORP | $78.60万 | 0.00% | 15,748 | 15,748 | — | $78.60万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $77.90万 | 0.00% | 4,616 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $77.90万 | 0.00% | 7,618 | 555 | 7.9% | $5.68万 | 加仓 |
| UI | UBIQUITI INC | $76.70万 | 0.00% | 1,436 | 1,436 | — | $76.70万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $76.60万 | 0.00% | 913 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $76.50万 | 0.00% | 3,944 | -62 | -1.5% | -$1.20万 | 减仓 |
| ERIE | ERIE INDTY CO | $73.00万 | 0.00% | 3,045 | -24 | -0.8% | -$5,754 | 减仓 |
| RUN | SUNRUN INC | $71.30万 | 0.00% | 53,289 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $69.80万 | 0.00% | 365,355 | 173,435 | 90.4% | $33.13万 | 加仓 |
| TECH | BIO-TECHNE CORP | $67.70万 | 0.00% | 9,589 | 752 | 8.5% | $5.31万 | 加仓 |
| BCH | BANCO DE CHILE | $66.90万 | 0.00% | 16,824 | 615 | 3.8% | $2.45万 | 加仓 |
| POOL | POOL CORP | $66.30万 | 0.00% | 3,083 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $65.00万 | 0.00% | 14,139 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $64.20万 | 0.00% | 30,934 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $63.30万 | 0.00% | 4,158 | 4,158 | — | $63.30万 | 新建仓 |
| BROS | DUTCH BROS INC | $62.80万 | 0.00% | 8,742 | 4,977 | 132.2% | $35.75万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $62.60万 | 0.00% | 1,653 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $62.30万 | 0.00% | 9,301 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $62.10万 | 0.00% | 5,521 | -602 | -9.8% | -$6.77万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $61.90万 | 0.00% | 13,822 | 13,822 | — | $61.90万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $61.70万 | 0.00% | 18,556 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $60.50万 | 0.00% | 939 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $60.00万 | 0.00% | 2,233 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $59.40万 | 0.00% | 5,884 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $59.00万 | 0.00% | 3,157 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $57.90万 | 0.00% | 33,262 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $56.10万 | 0.00% | 1,915 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC | $55.50万 | 0.00% | 41,955 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $54.50万 | 0.00% | 2,756 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $54.50万 | 0.00% | 3,943 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $54.10万 | 0.00% | 3,120 | 2,232 | 251.4% | $38.70万 | 加仓 |
| NTNX | NUTANIX INC | $53.90万 | 0.00% | 10,568 | -828 | -7.3% | -$4.22万 | 减仓 |
| WCC | WESCO INTL INC | $53.00万 | 0.00% | 1,535 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $53.00万 | 0.00% | 2,167 | 1,046 | 93.3% | $25.58万 | 加仓 |
| RGLD | ROYAL GOLD INC | $52.10万 | 0.00% | 2,608 | 10 | 0.4% | $1,998 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $51.80万 | 0.00% | 14,387 | -82 | -0.6% | -$2,952 | 减仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $51.80万 | 0.00% | 15,722 | 747 | 5.0% | $2.46万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $51.80万 | 0.00% | 4,634 | 0 | 0.0% | — | 不变 |
| LENZ | LENZ THERAPEUTICS INC | $51.40万 | 0.00% | 90,425 | 0 | 0.0% | — | 不变 |
| ERII | ENERGY RECOVERY INC | $51.10万 | 0.00% | 56,597 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $50.10万 | 0.00% | 3,710 | 0 | 0.0% | — | 不变 |