Edgestream Partners, L.P.
Princeton NJ · SEC CIK 0001535061
$33.67亿2026Q2 申报市值
936持仓数
5.9%前十大占比 · 第一大 1.1%
175 / 244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
SPY 加仓+$1,691.43万
HYG 加仓+$1,321.13万
ED 加仓+$1,235.75万
NLY 加仓+$1,223.75万
AVY 重新持有+$1,156.91万
2026Q2 卖出最多 按季末市值估算
MXL 重新持有-$2,740.71万
D 减仓-$1,613.09万
META 重新持有-$1,523.47万
VSH 减仓-$1,491.93万
INCY 减仓-$1,377.86万
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 |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -48,982 | -100.0% | -$247.90万 | 清仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $0 | 0.00% | 0 | -198,553 | -100.0% | -$243.43万 | 清仓 |
| AGCO | AGCO CORP | $0 | 0.00% | 0 | -20,884 | -100.0% | -$241.98万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -12,083 | -100.0% | -$238.64万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -36,482 | -100.0% | -$234.29万 | 清仓 |
| AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | -51,731 | -100.0% | -$232.94万 | 清仓 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -41,617 | -100.0% | -$232.60万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -8,127 | -100.0% | -$227.73万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -28,152 | -100.0% | -$226.79万 | 清仓 |
| HP | HELMERICH & PAYNE INC | $0 | 0.00% | 0 | -62,624 | -100.0% | -$225.63万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -12,445 | -100.0% | -$224.10万 | 清仓 |
| SSD | SIMPSON MFG INC | $0 | 0.00% | 0 | -13,049 | -100.0% | -$223.95万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -13,108 | -100.0% | -$223.54万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -13,716 | -100.0% | -$222.86万 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $0 | 0.00% | 0 | -84,184 | -100.0% | -$222.50万 | 清仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $0 | 0.00% | 0 | -30,174 | -100.0% | -$222.38万 | 清仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -75,082 | -100.0% | -$208.28万 | 清仓 |
| WLK | WESTLAKE CORPORATION | $0 | 0.00% | 0 | -17,681 | -100.0% | -$206.55万 | 清仓 |
| SEZL | SEZZLE INC | $0 | 0.00% | 0 | -32,269 | -100.0% | -$204.23万 | 清仓 |
| APLE | APPLE HOSPITALITY REIT INC | $0 | 0.00% | 0 | -176,910 | -100.0% | -$203.62万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -22,436 | -100.0% | -$202.80万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -16,121 | -100.0% | -$196.87万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -6,541 | -100.0% | -$194.79万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -5,810 | -100.0% | -$192.24万 | 清仓 |
| CVSA | COVISTA INC | $0 | 0.00% | 0 | -16,508 | -100.0% | -$190.25万 | 清仓 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | -27,964 | -100.0% | -$190.04万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -3,631 | -100.0% | -$189.80万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -21,993 | -100.0% | -$189.49万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -17,258 | -100.0% | -$189.15万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -30,035 | -100.0% | -$188.85万 | 清仓 |
| ALKS | ALKERMES PLC | $0 | 0.00% | 0 | -52,826 | -100.0% | -$186.79万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -49,962 | -100.0% | -$184.76万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -63,514 | -100.0% | -$184.13万 | 清仓 |
| ASH | ASHLAND INC | $0 | 0.00% | 0 | -32,989 | -100.0% | -$183.45万 | 清仓 |
| CDP | COPT DEFENSE PROPERTIES | $0 | 0.00% | 0 | -59,826 | -100.0% | -$183.07万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -3,752 | -100.0% | -$180.17万 | 清仓 |
| AVNT | AVIENT CORPORATION | $0 | 0.00% | 0 | -47,958 | -100.0% | -$174.09万 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -31,436 | -100.0% | -$166.93万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -7,157 | -100.0% | -$163.52万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -7,402 | -100.0% | -$160.99万 | 清仓 |
| BDC | BELDEN INC | $0 | 0.00% | 0 | -13,800 | -100.0% | -$158.47万 | 清仓 |
| GSAT | GLOBALSTAR INC | $0 | 0.00% | 0 | -23,329 | -100.0% | -$154.95万 | 清仓 |
| CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | -23,491 | -100.0% | -$154.83万 | 清仓 |
| IDT | IDT CORP | $0 | 0.00% | 0 | -31,375 | -100.0% | -$154.05万 | 清仓 |
| VSXY | VICTORIAS SECRET AND CO | $0 | 0.00% | 0 | -32,718 | -100.0% | -$151.68万 | 清仓 |
| VC | VISTEON CORP | $0 | 0.00% | 0 | -16,452 | -100.0% | -$149.89万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -25,980 | -100.0% | -$146.94万 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | -69,075 | -100.0% | -$146.30万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -5,133 | -100.0% | -$140.75万 | 清仓 |
| HOMB | HOME BANCSHARES INC | $0 | 0.00% | 0 | -51,890 | -100.0% | -$139.74万 | 清仓 |
| RDN | RADIAN GROUP INC | $0 | 0.00% | 0 | -41,995 | -100.0% | -$138.92万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -15,028 | -100.0% | -$123.42万 | 清仓 |
| TXG | 10X GENOMICS INC | $0 | 0.00% | 0 | -58,083 | -100.0% | -$123.31万 | 清仓 |
| AS | AMER SPORTS INC | $0 | 0.00% | 0 | -37,049 | -100.0% | -$121.97万 | 清仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $0 | 0.00% | 0 | -26,508 | -100.0% | -$118.86万 | 清仓 |
| ENVX | ENOVIX CORPORATION | $0 | 0.00% | 0 | -229,286 | -100.0% | -$118.77万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -45,950 | -100.0% | -$117.17万 | 清仓 |
| AGNT | EXP WORLD HLDGS INC | $0 | 0.00% | 0 | -182,166 | -100.0% | -$109.12万 | 清仓 |
| BCO | BRINKS CO | $0 | 0.00% | 0 | -10,445 | -100.0% | -$108.24万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -4,308 | -100.0% | -$107.95万 | 清仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $0 | 0.00% | 0 | -31,484 | -100.0% | -$105.94万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -6,228 | -100.0% | -$105.89万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -16,826 | -100.0% | -$104.07万 | 清仓 |
| TTC | TORO CO | $0 | 0.00% | 0 | -11,097 | -100.0% | -$103.69万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -50,363 | -100.0% | -$102.79万 | 清仓 |
| LCID | LUCID GROUP INC | $0 | 0.00% | 0 | -102,422 | -100.0% | -$97.61万 | 清仓 |
| ICUI | ICU MED INC | $0 | 0.00% | 0 | -7,474 | -100.0% | -$96.53万 | 清仓 |
| WWW | WOLVERINE WORLD WIDE INC | $0 | 0.00% | 0 | -57,279 | -100.0% | -$93.48万 | 清仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $0 | 0.00% | 0 | -27,231 | -100.0% | -$91.69万 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -17,814 | -100.0% | -$89.02万 | 清仓 |
| WABC | WESTAMERICA BANCORPORATION | $0 | 0.00% | 0 | -17,007 | -100.0% | -$88.69万 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $0 | 0.00% | 0 | -22,136 | -100.0% | -$87.48万 | 清仓 |
| ALG | ALAMO GROUP INC | $0 | 0.00% | 0 | -5,089 | -100.0% | -$83.95万 | 清仓 |
| MOG/A | MOOG INC | $0 | 0.00% | 0 | -2,846 | -100.0% | -$83.29万 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -12,991 | -100.0% | -$81.43万 | 清仓 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -8,095 | -100.0% | -$79.06万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -2,655 | -100.0% | -$78.71万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -26,567 | -100.0% | -$75.53万 | 清仓 |
| MSA | MSA SAFETY INC | $0 | 0.00% | 0 | -4,596 | -100.0% | -$75.35万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -68,286 | -100.0% | -$75.11万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -5,247 | -100.0% | -$74.60万 | 清仓 |
| KBH | KB HOME | $0 | 0.00% | 0 | -14,358 | -100.0% | -$74.30万 | 清仓 |
| UFPI | UFP INDUSTRIES INC | $0 | 0.00% | 0 | -7,736 | -100.0% | -$71.26万 | 清仓 |
| RAMP | LIVERAMP HLDGS INC | $0 | 0.00% | 0 | -25,262 | -100.0% | -$66.99万 | 清仓 |
| CGNX | COGNEX CORP | $0 | 0.00% | 0 | -13,659 | -100.0% | -$66.92万 | 清仓 |
| NABL | N-ABLE INC | $0 | 0.00% | 0 | -138,386 | -100.0% | -$64.63万 | 清仓 |
| VOYA | VOYA FINANCIAL INC | $0 | 0.00% | 0 | -9,445 | -100.0% | -$64.53万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP | $0 | 0.00% | 0 | -3,665 | -100.0% | -$63.08万 | 清仓 |
| BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | -1,915 | -100.0% | -$62.31万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -2,901 | -100.0% | -$60.65万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -14,725 | -100.0% | -$60.12万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -36,655 | -100.0% | -$58.21万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -1,225 | -100.0% | -$56.86万 | 清仓 |
| PTCT | PTC THERAPEUTICS INC | $0 | 0.00% | 0 | -8,314 | -100.0% | -$56.64万 | 清仓 |
| MLKN | MILLERKNOLL INC | $0 | 0.00% | 0 | -38,820 | -100.0% | -$56.13万 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -3,757 | -100.0% | -$54.93万 | 清仓 |
| SPNT | SIRIUSPOINT LTD | $0 | 0.00% | 0 | -23,940 | -100.0% | -$51.57万 | 清仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $0 | 0.00% | 0 | -9,640 | -100.0% | -$50.80万 | 清仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | -20,119 | -100.0% | -$47.06万 | 清仓 |
| CVCO | CAVCO INDS INC DEL | $0 | 0.00% | 0 | -965 | -100.0% | -$46.73万 | 清仓 |