Amova Asset Management Americas, Inc.
New York NY · SEC CIK 0001480751
$70.70亿2026Q1 申报市值
186持仓数
39.8%前十大占比 · 第一大 5.8%
8 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HOOD 加仓+$4,743.91万
BLSH 加仓+$4,687.69万
AVGO 新建仓+$4,144.98万
TEM 加仓+$3,713.13万
CRCL 加仓+$3,287.94万
2026Q1 卖出最多 按季末市值估算
TER 减仓-$1.61亿
ROKU 减仓-$1.03亿
ABNB 减仓-$5,573.52万
TTD 清仓-$5,020.80万
BWXT 清仓-$4,363.03万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SRTA | STRATA CRITICAL MEDICAL INC | $689.87万 | 0.10% | 1,654,361 | -23,187 | -1.4% | -$9.67万 | 减仓 |
| BNTX | BIONTECH SE-ADR | $690.54万 | 0.10% | 77,694 | 77,694 | — | $690.54万 | 新建仓 |
| BHP | BHP GROUP LTD-SPON ADR | $705.40万 | 0.10% | 96,975 | 5,797 | 6.4% | $42.17万 | 加仓 |
| PYPL | PAYPAL HOLDINGS INC | $719.83万 | 0.10% | 159,183 | -356,800 | -69.1% | -$1,613.45万 | 减仓 |
| LLY | ELI LILLY & CO | $725.41万 | 0.10% | 7,884 | 7,884 | — | $725.41万 | 新建仓 |
| GLBE | GLOBAL-E ONLINE LTD | $727.24万 | 0.10% | 236,039 | -570,781 | -70.7% | -$1,758.58万 | 减仓 |
| CAT | CATERPILLAR INC | $737.50万 | 0.10% | 10,416 | 1,110 | 11.9% | $78.59万 | 加仓 |
| HEI | HEICO CORP | $741.52万 | 0.10% | 27,049 | 12,085 | 80.8% | $331.30万 | 加仓 |
| CERS | CERUS CORP | $822.02万 | 0.12% | 4,516,606 | -193,353 | -4.1% | -$35.19万 | 减仓 |
| — | EXXON MOBIL CORP | $826.13万 | 0.12% | 48,696 | -104 | -0.2% | -$1.76万 | 减仓 |
| NTR | NUTRIEN LTD | $826.17万 | 0.12% | 109,543 | 16,617 | 17.9% | $125.33万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $877.33万 | 0.12% | 55,774 | -34,673 | -38.3% | -$545.41万 | 减仓 |
| SHEL | SHELL PLC-ADR | $878.30万 | 0.12% | 94,441 | 22,108 | 30.6% | $205.60万 | 加仓 |
| PACB | PACIFIC BIOSCIENCES OF CALIF | $921.98万 | 0.13% | 7,037,987 | -770,593 | -9.9% | -$100.95万 | 减仓 |
| SNPS | SYNOPSYS INC | $950.87万 | 0.13% | 23,996 | 259 | 1.1% | $10.26万 | 加仓 |
| PRME | PRIME MEDICINE INC | $1,020.46万 | 0.14% | 2,940,793 | -304,713 | -9.4% | -$105.74万 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $1,025.61万 | 0.15% | 553,486 | 27,108 | 5.1% | $50.23万 | 加仓 |
| Z | ZILLOW GROUP INC - C | $1,122.55万 | 0.16% | 271,278 | -143,939 | -34.7% | -$595.62万 | 减仓 |
| GTLB | GITLAB INC-CL A | $1,158.47万 | 0.16% | 535,833 | 25,473 | 5.0% | $55.07万 | 加仓 |
| KDK | KODIAK AI INC | $1,162.82万 | 0.16% | 1,677,951 | 888,480 | 112.5% | $615.72万 | 加仓 |
| KSPI | JSC KASPI.KZ ADR | $1,195.19万 | 0.17% | 161,316 | -134,153 | -45.4% | -$993.94万 | 减仓 |
| GRMN | GARMIN LTD | $1,219.84万 | 0.17% | 52,577 | 803 | 1.6% | $18.63万 | 加仓 |
| PINS | PINTEREST INC- CLASS A | $1,360.54万 | 0.19% | 741,035 | -1,734,420 | -70.1% | -$3,184.40万 | 减仓 |
| ETOR | ETORO GROUP LTD-A | $1,369.82万 | 0.19% | 456,759 | -22,722 | -4.7% | -$68.14万 | 减仓 |
| PAYP | PAYPAY CORP | $1,375.87万 | 0.19% | 642,029 | 642,029 | — | $1,375.87万 | 新建仓 |
| RBRK | RUBRIK INC-A | $1,522.77万 | 0.22% | 311,213 | -21,717 | -6.5% | -$106.26万 | 减仓 |
| KLAR | KLARNA GROUP PLC | $1,570.11万 | 0.22% | 1,198,554 | 438,930 | 57.8% | $575.00万 | 加仓 |
| ESLT | ELBIT SYSTEMS LTD | $1,587.09万 | 0.22% | 18,689 | 271 | 1.5% | $23.01万 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS-A | $1,658.28万 | 0.23% | 5,419,221 | -801,804 | -12.9% | -$245.35万 | 减仓 |
| DDOG | DATADOG INC - CLASS A | $1,661.58万 | 0.24% | 140,788 | 18,322 | 15.0% | $216.24万 | 加仓 |
| PONY | PONY AI INC | $1,717.90万 | 0.24% | 1,821,735 | -152,764 | -7.7% | -$144.06万 | 减仓 |
| GENI | GENIUS SPORTS LTD | $1,732.11万 | 0.24% | 3,909,945 | 1,549,816 | 65.7% | $686.57万 | 加仓 |
| ARCT | ARCTURUS THERAPEUTICS HOLDIN | $1,764.77万 | 0.25% | 2,288,935 | 262,347 | 12.9% | $202.27万 | 加仓 |
| NFLX | NETFLIX INC | $1,791.81万 | 0.25% | 186,356 | 53,176 | 39.9% | $511.29万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $1,828.41万 | 0.26% | 1,181,146 | -109,408 | -8.5% | -$169.36万 | 减仓 |
| WRD | WERIDE INC-ADR | $1,860.94万 | 0.26% | 2,305,997 | 1,605,657 | 229.3% | $1,295.77万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $2,044.36万 | 0.29% | 736,973 | -380,979 | -34.1% | -$1,056.84万 | 减仓 |
| JOBY | JOBY AVIATION INC | $2,212.44万 | 0.31% | 2,678,495 | 870,244 | 48.1% | $718.82万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES | $2,214.37万 | 0.31% | 1,595,370 | -352,593 | -18.1% | -$489.40万 | 减仓 |
| SE | SEA LTD-ADR | $2,220.71万 | 0.31% | 268,104 | 71,917 | 36.7% | $595.69万 | 加仓 |
| CTVA | CORTEVA INC | $2,294.76万 | 0.32% | 274,132 | -18,258 | -6.2% | -$152.84万 | 减仓 |
| U | UNITY SOFTWARE INC | $2,439.63万 | 0.35% | 1,111,451 | -760,324 | -40.6% | -$1,668.91万 | 减仓 |
| FUTU | FUTU HOLDINGS LTD-ADR | $2,490.49万 | 0.35% | 182,067 | -6,640 | -3.5% | -$90.83万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $2,527.49万 | 0.36% | 1,973,061 | -219,400 | -10.0% | -$281.05万 | 减仓 |
| CDNA | CAREDX INC | $2,560.82万 | 0.36% | 1,475,126 | 28,510 | 2.0% | $49.49万 | 加仓 |
| AUR | AURORA INNOVATION INC | $2,580.04万 | 0.36% | 6,277,469 | -161,676 | -2.5% | -$66.45万 | 减仓 |
| FIG | FIGMA INC-CL A | $3,103.11万 | 0.44% | 1,467,887 | 1,269,900 | 641.4% | $2,684.57万 | 加仓 |
| RKLB | ROCKET LAB CORP | $3,169.41万 | 0.45% | 493,908 | -23,652 | -4.6% | -$151.77万 | 减仓 |
| VCYT | VERACYTE INC | $3,362.96万 | 0.48% | 1,045,047 | -212,851 | -16.9% | -$684.95万 | 减仓 |
| SDGR | SCHRODINGER INC | $3,624.79万 | 0.51% | 3,190,837 | 371,167 | 13.2% | $421.65万 | 加仓 |
| DASH | DOORDASH INC - A | $3,786.07万 | 0.54% | 252,253 | 15,929 | 6.7% | $239.08万 | 加仓 |
| ABNB | AIRBNB INC-CLASS A | $3,908.01万 | 0.55% | 309,717 | -441,712 | -58.8% | -$5,573.52万 | 减仓 |
| ACHR | ARCHER AVIATION INC-A | $3,955.95万 | 0.56% | 7,651,742 | -262,449 | -3.3% | -$135.69万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $4,046.92万 | 0.57% | 221,095 | 21,271 | 10.6% | $389.34万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $4,102.37万 | 0.58% | 638,800 | 257,075 | 67.3% | $1,650.94万 | 加仓 |
| AVGO | BROADCOM INC | $4,144.98万 | 0.59% | 133,990 | 133,990 | — | $4,144.98万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,227.60万 | 0.60% | 122,493 | -846 | -0.7% | -$29.20万 | 减仓 |
| GH | GUARDANT HEALTH INC | $4,460.81万 | 0.63% | 483,557 | -156,738 | -24.5% | -$1,445.91万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $4,983.87万 | 0.70% | 3,136,479 | -161,725 | -4.9% | -$256.98万 | 减仓 |
| DKNG | DRAFTKINGS INC-CL A | $5,034.10万 | 0.71% | 2,330,602 | -1,207,787 | -34.1% | -$2,608.82万 | 减仓 |
| CCJ | CAMECO CORP | $5,678.83万 | 0.80% | 522,864 | 143,113 | 37.7% | $1,554.35万 | 加仓 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | $6,057.97万 | 0.86% | 482,630 | 73,607 | 18.0% | $923.92万 | 加仓 |
| NU | NU HOLDINGS LTD/CAYMAN ISL-A | $6,316.32万 | 0.89% | 4,395,488 | -54,907 | -1.2% | -$78.90万 | 减仓 |
| BIDU | BAIDU INC - SPON ADR | $6,326.18万 | 0.89% | 567,778 | -99,861 | -15.0% | -$1,112.65万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC - A | $6,527.23万 | 0.92% | 167,189 | 8,531 | 5.4% | $333.06万 | 加仓 |
| TRMB | TRIMBLE INC | $6,571.87万 | 0.93% | 1,007,801 | -6,132 | -0.6% | -$39.99万 | 减仓 |
| P | EVERPURE INC-A | $6,669.72万 | 0.94% | 1,129,504 | 47,698 | 4.4% | $281.66万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $7,090.76万 | 1.00% | 146,337 | -7,999 | -5.2% | -$387.59万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $7,109.46万 | 1.01% | 1,496,099 | -406,730 | -21.4% | -$1,932.78万 | 减仓 |
| KTOS | KRATOS DEFENSE & SECURITY | $8,066.43万 | 1.14% | 1,144,337 | -137,350 | -10.7% | -$968.18万 | 减仓 |
| NTRA | NATERA INC | $8,468.48万 | 1.20% | 423,424 | -47,660 | -10.1% | -$953.20万 | 减仓 |
| NET | CLOUDFLARE INC - CLASS A | $8,647.42万 | 1.22% | 419,086 | -33,017 | -7.3% | -$681.27万 | 减仓 |
| CRWV | COREWEAVE INC-CL A | $8,699.67万 | 1.23% | 1,123,843 | 247,470 | 28.2% | $1,915.67万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $8,818.88万 | 1.25% | 1,853,875 | -104,236 | -5.3% | -$495.85万 | 减仓 |
| ILMN | ILLUMINA INC | $8,886.39万 | 1.26% | 721,532 | -165,333 | -18.6% | -$2,036.24万 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $9,116.37万 | 1.29% | 3,825,585 | -583,715 | -13.2% | -$1,390.99万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHNOLOGI | $9,696.58万 | 1.37% | 4,907,175 | -4,349 | -0.1% | -$8.59万 | 减仓 |
| GOOG | ALPHABET INC-CL C | $1.01亿 | 1.43% | 352,781 | 31,635 | 9.9% | $907.10万 | 加仓 |
| TOST | TOAST INC-CLASS A | $1.01亿 | 1.43% | 3,817,961 | 16,614 | 0.4% | $44.03万 | 加仓 |
| DE | DEERE & CO | $1.05亿 | 1.49% | 187,073 | -32,918 | -15.0% | -$1,854.07万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $1.06亿 | 1.50% | 312,975 | -44,653 | -12.5% | -$1,509.23万 | 减仓 |
| TXG | 10X GENOMICS INC-CLASS A | $1.08亿 | 1.53% | 5,104,178 | -381,975 | -7.0% | -$810.55万 | 减仓 |
| META | META PLATFORMS INC-CLASS A | $1.14亿 | 1.61% | 198,426 | -33,738 | -14.5% | -$1,929.85万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1.32亿 | 1.87% | 76,540 | -4,933 | -6.1% | -$852.53万 | 减仓 |
| BLSH | BULLISH | $1.37亿 | 1.94% | 3,836,063 | 1,311,243 | 51.9% | $4,687.69万 | 加仓 |
| NVDA | NVIDIA CORP | $1.60亿 | 2.26% | 917,349 | -50,843 | -5.3% | -$886.19万 | 减仓 |
| TER | TERADYNE INC | $1.65亿 | 2.33% | 555,597 | -544,236 | -49.5% | -$1.61亿 | 减仓 |
| XYZ | BLOCK INC | $1.71亿 | 2.42% | 2,845,917 | -52,492 | -1.8% | -$315.84万 | 减仓 |
| ROKU | ROKU INC | $1.75亿 | 2.47% | 1,848,889 | -1,092,615 | -37.1% | -$1.03亿 | 减仓 |
| AMZN | AMAZON.COM INC | $1.79亿 | 2.53% | 859,945 | 51,591 | 6.4% | $1,074.43万 | 加仓 |
| RBLX | ROBLOX CORP -CLASS A | $1.83亿 | 2.59% | 3,238,160 | 469,379 | 17.0% | $2,656.22万 | 加仓 |
| TEM | TEMPUS AI INC-CL A | $1.96亿 | 2.77% | 4,326,313 | 821,490 | 23.4% | $3,713.13万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC-A | $2.47亿 | 3.49% | 1,688,322 | -157,256 | -8.5% | -$2,299.71万 | 减仓 |
| COIN | COINBASE GLOBAL INC -CLASS A | $2.77亿 | 3.92% | 1,589,152 | -132,046 | -7.7% | -$2,305.13万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $2.78亿 | 3.93% | 2,914,947 | 344,539 | 13.4% | $3,287.94万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $3.02亿 | 4.27% | 1,484,939 | 63,242 | 4.4% | $1,285.20万 | 加仓 |
| HOOD | ROBINHOOD MARKETS INC - A | $3.63亿 | 5.13% | 5,240,796 | 685,041 | 15.0% | $4,743.91万 | 加仓 |
| TSLA | TESLA INC | $3.76亿 | 5.32% | 1,007,964 | 39,495 | 4.1% | $1,473.56万 | 加仓 |
| SHOP | SHOPIFY INC - CLASS A | $4.10亿 | 5.80% | 3,458,265 | 165,080 | 5.0% | $1,958.18万 | 加仓 |