13F 机构持仓

Daiwa Securities Group Inc.

CHIYODA-KU,TOKYO M0 · SEC CIK 0001481045

2026Q22026Q1 更早 9 个季度 🔒
$348.29亿2026Q1 申报市值
1,176持仓数
40.8%前十大占比 · 第一大 6.7%
121 / 308新建仓 / 清仓
申报市值走势$511.41亿2026Q2
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 6.7%
MSFT 6.4%
AAPL 5.3%
GOOGL 4.5%
AVGO 4.1%
AMZN 3.8%
META 2.7%
PLTR 2.6%
WELL 2.4%
NFLX 2.4%

2026Q1 买入最多 按季末市值估算

MSFT 加仓+$10.58亿
NVDA 加仓+$6.30亿
GOOGL 加仓+$5.31亿
AVGO 加仓+$4.42亿
MU 加仓+$4.13亿

2026Q1 卖出最多 按季末市值估算

CRWD 减仓-$5.64亿
PG 减仓-$1.15亿
INVH 减仓-$1.06亿
IBIT 清仓-$9,408.60万
DLR 减仓-$7,271.85万

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
RAPP RAPPORT THERAPEUTICS INC $00.00%0 -121-100.0% -$4,000 清仓
— DAY ONE BIOPHARMACEUTICALS I $00.00%0 -296-100.0% -$3,000 清仓
MGTX MEIRAGTX HLDGS PLC $00.00%0 -330-100.0% -$3,000 清仓
XNCR XENCOR INC $00.00%0 -222-100.0% -$3,000 清仓
COLL COLLEGIUM PHARMACEUTICAL INC $00.00%0 -67-100.0% -$3,000 清仓
PCRX PACIRA BIOSCIENCES INC $00.00%0 -128-100.0% -$3,000 清仓
KROS KEROS THERAPEUTICS INC $00.00%0 -133-100.0% -$3,000 清仓
IOVA IOVANCE BIOTHERAPEUTICS INC $00.00%0 -1,006-100.0% -$3,000 清仓
TNGX TANGO THERAPEUTICS INC $00.00%0 -355-100.0% -$3,000 清仓
OMER OMEROS CORP $00.00%0 -191-100.0% -$3,000 清仓
NVAX NOVAVAX INC $00.00%0 -492-100.0% -$3,000 清仓
GLUE MONTE ROSA THERAPEUTICS INC $00.00%0 -203-100.0% -$3,000 清仓
GERN GERON CORP $00.00%0 -2,247-100.0% -$3,000 清仓
GHRS GH RESEARCH PLC $00.00%0 -207-100.0% -$3,000 清仓
SVRA SAVARA INC $00.00%0 -553-100.0% -$3,000 清仓
— RAPT THERAPEUTICS INC $00.00%0 -92-100.0% -$3,000 清仓
BCAX BICARA THERAPEUTICS INC $00.00%0 -182-100.0% -$3,000 清仓
KURA KURA ONCOLOGY INC $00.00%0 -297-100.0% -$3,000 清仓
JANX JANUX THERAPEUTICS INC $00.00%0 -187-100.0% -$3,000 清仓
AQST AQUESTIVE THERAPEUTICS INC $00.00%0 -500-100.0% -$3,000 清仓
ARVN ARVINAS INC $00.00%0 -252-100.0% -$3,000 清仓
AMLX AMYLYX PHARMACEUTICALS INC $00.00%0 -266-100.0% -$3,000 清仓
ALMS ALUMIS INC $00.00%0 -347-100.0% -$3,000 清仓
— MIND MEDICINE MINDMED INC $00.00%0 -242-100.0% -$3,000 清仓
SANA SANA BIOTECHNOLOGY INC $00.00%0 -767-100.0% -$3,000 清仓
XERS XERIS BIOPHARMA HOLDINGS INC $00.00%0 -404-100.0% -$3,000 清仓
CSTL CASTLE BIOSCIENCES INC $00.00%0 -86-100.0% -$3,000 清仓
VNDA VANDA PHARMACEUTICALS INC $00.00%0 -191-100.0% -$2,000 清仓
CRVS CORVUS PHARMACEUTICALS INC $00.00%0 -225-100.0% -$2,000 清仓
CMPS COMPASS PATHWAYS PLC $00.00%0 -327-100.0% -$2,000 清仓
EOLS EVOLUS INC $00.00%0 -262-100.0% -$2,000 清仓
ABUS ARBUTUS BIOPHARMA CORP $00.00%0 -395-100.0% -$2,000 清仓
PRTA PROTHENA CORP PLC $00.00%0 -195-100.0% -$2,000 清仓
RGNX REGENXBIO INC $00.00%0 -146-100.0% -$2,000 清仓
ORIC ORIC PHARMACEUTICALS INC $00.00%0 -249-100.0% -$2,000 清仓
PACB PACIFIC BIOSCIENCES CALIF IN $00.00%0 -909-100.0% -$2,000 清仓
— ESPERION THERAPEUTICS INC NE $00.00%0 -650-100.0% -$2,000 清仓
REPL REPLIMUNE GROUP INC $00.00%0 -200-100.0% -$2,000 清仓
ENTA ENANTA PHARMACEUTICALS INC $00.00%0 -96-100.0% -$2,000 清仓
LKFT GALAPAGOS NV $00.00%0 -51-100.0% -$2,000 清仓
BIOA BIOAGE LABS INC $00.00%0 -119-100.0% -$2,000 清仓
VGLT VANGUARD SCOTTSDALE FDS $00.00%0 -29-100.0% -$2,000 清仓
PSNY POLESTAR AUTOMOTIVE HLDG UK $00.00%0 -100-100.0% -$2,000 清仓
— GOSSAMER BIO INC $00.00%0 -771-100.0% -$2,000 清仓
CTMX CYTOMX THERAPEUTICS INC $00.00%0 -564-100.0% -$2,000 清仓
ETON ETON PHARMACEUTICALS INC $00.00%0 -89-100.0% -$2,000 清仓
RIGL RIGEL PHARMACEUTICALS INC $00.00%0 -40-100.0% -$2,000 清仓
ANNX ANNEXON INC $00.00%0 -352-100.0% -$2,000 清仓
CGEM CULLINAN THERAPEUTICS INC $00.00%0 -218-100.0% -$2,000 清仓
PSNL PERSONALIS INC $00.00%0 -200-100.0% -$2,000 清仓
— THERAVANCE BIOPHARMA INC $00.00%0 -115-100.0% -$2,000 清仓
XLU SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
IRWD IRONWOOD PHARMACEUTICALS INC $00.00%0 -573-100.0% -$2,000 清仓
MRVI MARAVAI LIFESCIENCES HLDGS I $00.00%0 -490-100.0% -$2,000 清仓
ABSI ABSCI CORPORATION $00.00%0 -600-100.0% -$2,000 清仓
TECX TECTONIC THERAPEUTIC INC $00.00%0 -80-100.0% -$2,000 清仓
TRDA ENTRADA THERAPEUTICS INC $00.00%0 -150-100.0% -$2,000 清仓
— MESOBLAST LTD $00.00%0 -105-100.0% -$2,000 清仓
— VENTYX BIOSCIENCES INC $00.00%0 -238-100.0% -$2,000 清仓
AVBP ARRIVENT BIOPHARMA INC $00.00%0 -111-100.0% -$2,000 清仓
— KALVISTA PHARMACEUTICALS INC $00.00%0 -154-100.0% -$2,000 清仓
— SIGA TECHNOLOGIES INC $00.00%0 -270-100.0% -$2,000 清仓
ELVN ENLIVEN THERAPEUTICS INC $00.00%0 -152-100.0% -$2,000 清仓
LXEO LEXEO THERAPEUTICS INC $00.00%0 -243-100.0% -$2,000 清仓
IVVD INVIVYD INC $00.00%0 -923-100.0% -$2,000 清仓
ZVRA ZEVRA THERAPEUTICS INC $00.00%0 -182-100.0% -$2,000 清仓
FULC FULCRUM THERAPEUTICS INC $00.00%0 -180-100.0% -$2,000 清仓
— VOYAGER THERAPEUTICS INC $00.00%0 -201-100.0% -$1,000 清仓
— ALPHA TEKNOVA INC $00.00%0 -300-100.0% -$1,000 清仓
SLDB SOLID BIOSCIENCES INC $00.00%0 -231-100.0% -$1,000 清仓
AURA AURA BIOSCIENCES INC $00.00%0 -165-100.0% -$1,000 清仓
LENZ LENZ THERAPEUTICS INC $00.00%0 -91-100.0% -$1,000 清仓
RCKT ROCKET PHARMACEUTICALS INC $00.00%0 -304-100.0% -$1,000 清仓
ALLO ALLOGENE THERAPEUTICS INC $00.00%0 -535-100.0% -$1,000 清仓
— ANAVEX LIFE SCIENCES CORP $00.00%0 -314-100.0% -$1,000 清仓
ALT ALTIMMUNE INC $00.00%0 -235-100.0% -$1,000 清仓
PRME PRIME MEDICINE INC $00.00%0 -398-100.0% -$1,000 清仓
BCYC BICYCLE THERAPEUTICS PLC $00.00%0 -103-100.0% -$1,000 清仓
ARCT ARCTURUS THERAPEUTICS HLDGS $00.00%0 -90-100.0% -$1,000 清仓
PAHC PHIBRO ANIMAL HEALTH CORP $00.00%0 -38-100.0% -$1,000 清仓
EDIT EDITAS MEDICINE INC $00.00%0 -277-100.0% -$1,000 清仓
— NOVABRIDGE BIOSCIENCES $00.00%0 -346-100.0% -$1,000 清仓
OABI OMNIAB INC $00.00%0 -475-100.0% -$1,000 清仓
LYEL LYELL IMMUNOPHARMA INC $00.00%0 -45-100.0% -$1,000 清仓
AVIR ATEA PHARMACEUTICALS INC $00.00%0 -242-100.0% -$1,000 清仓
DSGN DESIGN THERAPEUTICS INC $00.00%0 -100-100.0% -$1,000 清仓
AUTL AUTOLUS THERAPEUTICS PLC $00.00%0 -575-100.0% -$1,000 清仓
NMRA NEUMORA THERAPEUTICS INC $00.00%0 -533-100.0% -$1,000 清仓
— KAMADA LTD $00.00%0 -192-100.0% -$1,000 清仓
— HUMACYTE INC $00.00%0 -301-100.0% — 清仓
CDXS CODEXIS INC $00.00%0 -269-100.0% — 清仓