Amova Asset Management Americas, Inc.
New York NY · SEC CIK 0001480751
$77.47亿2026Q2 申报市值
276持仓数
39.7%前十大占比 · 第一大 6.3%
95 / 5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
SPCX 新建仓+$2.28亿
CBRS 新建仓+$6,506.75万
AMZN 加仓+$3,606.62万
SNOW 新建仓+$2,839.93万
XE 新建仓+$2,671.15万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$4.28亿
ROKU 减仓-$1.76亿
TER 减仓-$1.44亿
TWST 减仓-$5,106.11万
BIDU 减仓-$4,112.80万
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 |
|---|---|---|---|---|---|---|---|---|
| GRMN | GARMIN LTD | $1,286.68万 | 0.17% | 54,201 | 1,624 | 3.1% | $38.55万 | 加仓 |
| ARCT | ARCTURUS THERAPEUTICS HOLDIN | $1,313.51万 | 0.17% | 1,960,458 | -328,477 | -14.4% | -$220.08万 | 减仓 |
| KSPI | JSC KASPI.KZ ADR | $1,325.55万 | 0.17% | 153,066 | -8,250 | -5.1% | -$71.45万 | 减仓 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | $1,342.41万 | 0.17% | 139,834 | -342,796 | -71.0% | -$3,290.84万 | 减仓 |
| NFLX | NETFLIX INC | $1,365.29万 | 0.18% | 191,270 | 4,914 | 2.6% | $35.08万 | 加仓 |
| ESLT | ELBIT SYSTEMS LTD | $1,453.03万 | 0.19% | 19,143 | 454 | 2.4% | $34.46万 | 加仓 |
| GTLB | GITLAB INC-CL A | $1,500.42万 | 0.19% | 491,781 | -44,052 | -8.2% | -$134.40万 | 减仓 |
| ETOR | ETORO GROUP LTD-A | $1,688.52万 | 0.22% | 428,016 | -28,743 | -6.3% | -$113.39万 | 减仓 |
| FUTU | FUTU HOLDINGS LTD-ADR | $1,894.07万 | 0.24% | 201,991 | 19,924 | 10.9% | $186.83万 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS-A | $2,022.79万 | 0.26% | 5,511,687 | 92,466 | 1.7% | $33.94万 | 加仓 |
| CTVA | CORTEVA INC | $2,024.44万 | 0.26% | 239,154 | -34,978 | -12.8% | -$296.09万 | 减仓 |
| GENI | GENIUS SPORTS LTD | $2,126.55万 | 0.27% | 3,514,963 | -394,982 | -10.1% | -$238.96万 | 减仓 |
| LLY | ELI LILLY & CO | $2,137.99万 | 0.28% | 17,827 | 9,943 | 126.1% | $1,192.46万 | 加仓 |
| RBRK | RUBRIK INC-A | $2,256.89万 | 0.29% | 281,233 | -29,980 | -9.6% | -$240.59万 | 减仓 |
| KLAR | KLARNA GROUP PLC | $2,283.86万 | 0.29% | 1,130,063 | -68,491 | -5.7% | -$138.42万 | 减仓 |
| BIDU | BAIDU INC - SPON ADR | $2,379.74万 | 0.31% | 208,110 | -359,668 | -63.3% | -$4,112.80万 | 减仓 |
| FIG | FIGMA INC-CL A | $2,380.98万 | 0.31% | 1,317,644 | -150,243 | -10.2% | -$271.49万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $2,384.90万 | 0.31% | 983,462 | -197,684 | -16.7% | -$479.38万 | 减仓 |
| SE | SEA LTD-ADR | $2,435.90万 | 0.31% | 254,296 | -13,808 | -5.2% | -$132.27万 | 减仓 |
| JOBY | JOBY AVIATION INC | $2,505.11万 | 0.32% | 2,814,732 | 136,237 | 5.1% | $121.25万 | 加仓 |
| XE | X-ENERGY INC | $2,671.15万 | 0.34% | 1,454,875 | 1,454,875 | — | $2,671.15万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $2,839.93万 | 0.37% | 111,685 | 111,685 | — | $2,839.93万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES | $2,851.21万 | 0.37% | 1,329,856 | -265,514 | -16.6% | -$569.26万 | 减仓 |
| U | UNITY SOFTWARE INC | $2,871.67万 | 0.37% | 1,005,487 | -105,964 | -9.5% | -$302.63万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $3,019.92万 | 0.39% | 550,679 | -186,294 | -25.3% | -$1,021.64万 | 减仓 |
| DDOG | DATADOG INC - CLASS A | $3,026.75万 | 0.39% | 116,373 | -24,415 | -17.3% | -$635.01万 | 减仓 |
| RKLB | ROCKET LAB CORP | $3,326.23万 | 0.43% | 327,482 | -166,426 | -33.7% | -$1,690.39万 | 减仓 |
| CDNA | CAREDX INC | $3,384.83万 | 0.44% | 1,188,075 | -287,051 | -19.5% | -$817.81万 | 减仓 |
| AUR | AURORA INNOVATION INC | $3,558.99万 | 0.46% | 5,233,811 | -1,043,658 | -16.6% | -$709.69万 | 减仓 |
| ACHR | ARCHER AVIATION INC-A | $3,559.68万 | 0.46% | 7,541,696 | -110,046 | -1.4% | -$51.94万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3,664.62万 | 0.47% | 126,227 | 3,734 | 3.0% | $108.41万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $3,847.16万 | 0.50% | 233,246 | 12,151 | 5.5% | $200.42万 | 加仓 |
| CCJ | CAMECO CORP | $4,227.75万 | 0.55% | 415,177 | -107,687 | -20.6% | -$1,096.58万 | 减仓 |
| ABNB | AIRBNB INC-CLASS A | $4,333.51万 | 0.56% | 302,937 | -6,780 | -2.2% | -$96.99万 | 减仓 |
| SDGR | SCHRODINGER INC | $4,394.78万 | 0.57% | 2,706,143 | -484,694 | -15.2% | -$787.14万 | 减仓 |
| VCYT | VERACYTE INC | $4,512.19万 | 0.58% | 768,949 | -276,098 | -26.4% | -$1,620.14万 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $4,570.08万 | 0.59% | 666,581 | 27,781 | 4.3% | $190.47万 | 加仓 |
| DKNG | DRAFTKINGS INC-CL A | $4,716.91万 | 0.61% | 1,866,603 | -463,999 | -19.9% | -$1,172.53万 | 减仓 |
| TRMB | TRIMBLE INC | $4,770.27万 | 0.62% | 932,787 | -75,014 | -7.4% | -$383.62万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $4,902.62万 | 0.63% | 2,897,529 | 924,468 | 46.9% | $1,564.20万 | 加仓 |
| AVGO | BROADCOM INC | $5,039.89万 | 0.65% | 133,670 | -320 | -0.2% | -$12.07万 | 减仓 |
| DASH | DOORDASH INC - A | $5,206.44万 | 0.67% | 282,207 | 29,954 | 11.9% | $552.62万 | 加仓 |
| NU | NU HOLDINGS LTD/CAYMAN ISL-A | $5,303.89万 | 0.68% | 3,969,976 | -425,512 | -9.7% | -$568.48万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $5,614.33万 | 0.72% | 3,132,998 | -3,481 | -0.1% | -$6.24万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHNOLOGI | $5,920.76万 | 0.76% | 4,448,358 | -458,817 | -9.3% | -$610.69万 | 减仓 |
| GH | GUARDANT HEALTH INC | $6,054.02万 | 0.78% | 403,817 | -79,740 | -16.5% | -$1,195.46万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC - A | $6,506.75万 | 0.84% | 294,463 | 294,463 | — | $6,506.75万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SECURITY | $7,109.01万 | 0.92% | 1,425,509 | 281,172 | 24.6% | $1,402.20万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $7,199.45万 | 0.93% | 156,844 | 10,507 | 7.2% | $482.29万 | 加仓 |
| P | EVERPURE INC-A | $7,846.48万 | 1.01% | 995,494 | -134,010 | -11.9% | -$1,056.27万 | 减仓 |
| ROKU | ROKU INC | $7,957.86万 | 1.03% | 576,072 | -1,272,817 | -68.8% | -$1.76亿 | 减仓 |
| NET | CLOUDFLARE INC - CLASS A | $8,662.14万 | 1.12% | 353,182 | -65,904 | -15.7% | -$1,616.36万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $9,376.25万 | 1.21% | 1,720,097 | -133,778 | -7.2% | -$729.22万 | 减仓 |
| BLSH | BULLISH | $9,471.92万 | 1.22% | 4,040,921 | 204,858 | 5.3% | $480.19万 | 加仓 |
| NTRA | NATERA INC | $9,992.62万 | 1.29% | 368,066 | -55,358 | -13.1% | -$1,502.91万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $1.03亿 | 1.33% | 999,734 | -496,365 | -33.2% | -$5,106.11万 | 减仓 |
| TOST | TOAST INC-CLASS A | $1.05亿 | 1.35% | 3,769,156 | -48,805 | -1.3% | -$135.78万 | 减仓 |
| CRWV | COREWEAVE INC-CL A | $1.07亿 | 1.38% | 1,076,613 | -47,230 | -4.2% | -$469.89万 | 减仓 |
| ILMN | ILLUMINA INC | $1.09亿 | 1.40% | 617,972 | -103,560 | -14.4% | -$1,820.90万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC - A | $1.10亿 | 1.42% | 144,667 | -22,522 | -13.5% | -$1,716.78万 | 减仓 |
| DE | DEERE & CO | $1.12亿 | 1.45% | 177,374 | -9,699 | -5.2% | -$614.83万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1.13亿 | 1.46% | 66,630 | -9,910 | -12.9% | -$1,682.10万 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $1.19亿 | 1.53% | 3,455,043 | -370,542 | -9.7% | -$1,271.33万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $1.21亿 | 1.57% | 254,175 | -58,800 | -18.8% | -$2,805.11万 | 减仓 |
| META | META PLATFORMS INC-CLASS A | $1.23亿 | 1.59% | 219,003 | 20,577 | 10.4% | $1,158.24万 | 加仓 |
| TER | TERADYNE INC | $1.25亿 | 1.61% | 258,465 | -297,132 | -53.5% | -$1.44亿 | 减仓 |
| GOOG | ALPHABET INC-CL C | $1.31亿 | 1.70% | 372,180 | 19,399 | 5.5% | $685.19万 | 加仓 |
| TXG | 10X GENOMICS INC-CLASS A | $1.61亿 | 2.07% | 4,192,517 | -911,661 | -17.9% | -$3,495.31万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1.82亿 | 2.34% | 2,899,485 | -15,462 | -0.5% | -$96.82万 | 减仓 |
| RBLX | ROBLOX CORP -CLASS A | $1.86亿 | 2.40% | 3,419,089 | 180,929 | 5.6% | $984.07万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC-A | $1.95亿 | 2.52% | 1,671,945 | -16,377 | -1.0% | -$190.94万 | 减仓 |
| NVDA | NVIDIA CORP | $2.07亿 | 2.67% | 1,035,962 | 118,613 | 12.9% | $2,369.41万 | 加仓 |
| XYZ | BLOCK INC | $2.19亿 | 2.83% | 2,884,009 | 38,092 | 1.3% | $289.58万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN-CL A | $2.28亿 | 2.95% | 1,338,368 | 1,338,368 | — | $2.28亿 | 新建仓 |
| COIN | COINBASE GLOBAL INC -CLASS A | $2.33亿 | 3.01% | 1,596,804 | 7,652 | 0.5% | $111.86万 | 加仓 |
| TEM | TEMPUS AI INC-CL A | $2.37亿 | 3.05% | 4,089,029 | -237,284 | -5.5% | -$1,373.16万 | 减仓 |
| AMZN | AMAZON.COM INC | $2.41亿 | 3.11% | 1,011,369 | 151,424 | 17.6% | $3,606.62万 | 加仓 |
| SHOP | SHOPIFY INC - CLASS A | $3.84亿 | 4.96% | 3,366,810 | -91,455 | -2.6% | -$1,044.42万 | 减仓 |
| TSLA | TESLA INC | $4.03亿 | 5.20% | 957,681 | -50,283 | -5.0% | -$2,113.39万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $4.33亿 | 5.59% | 746,707 | -738,232 | -49.7% | -$4.28亿 | 减仓 |
| HOOD | ROBINHOOD MARKETS INC - A | $4.87亿 | 6.29% | 4,857,878 | -382,918 | -7.3% | -$3,839.52万 | 减仓 |