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 |
|---|---|---|---|---|---|---|---|---|
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -254,300 | -100.0% | -$1,079.25万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -65,594 | -100.0% | -$1,071.48万 | 清仓 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | -53,948 | -100.0% | -$1,053.39万 | 清仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $0 | 0.00% | 0 | -257,702 | -100.0% | -$1,026.43万 | 清仓 |
| AMCR | AMCOR PLC | $0 | 0.00% | 0 | -249,978 | -100.0% | -$993.66万 | 清仓 |
| CMC | COMMERCIAL METALS CO | $0 | 0.00% | 0 | -154,183 | -100.0% | -$947.15万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -325,235 | -100.0% | -$933.75万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -16,469 | -100.0% | -$925.38万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -55,338 | -100.0% | -$794.76万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -136,051 | -100.0% | -$792.36万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -145,011 | -100.0% | -$781.32万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -31,973 | -100.0% | -$745.80万 | 清仓 |
| UMBF | UMB FINL CORP | $0 | 0.00% | 0 | -65,640 | -100.0% | -$740.35万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -118,310 | -100.0% | -$690.93万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -231,874 | -100.0% | -$689.36万 | 清仓 |
| GOLF | ACUSHNET HLDGS CORP | $0 | 0.00% | 0 | -73,742 | -100.0% | -$689.34万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -39,582 | -100.0% | -$683.11万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -50,587 | -100.0% | -$666.43万 | 清仓 |
| FSS | FEDERAL SIGNAL CORP | $0 | 0.00% | 0 | -60,130 | -100.0% | -$650.25万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -69,763 | -100.0% | -$642.66万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -28,117 | -100.0% | -$621.75万 | 清仓 |
| — | ENVIRI CORP | $0 | 0.00% | 0 | -302,497 | -100.0% | -$593.50万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -33,957 | -100.0% | -$588.78万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -26,595 | -100.0% | -$574.13万 | 清仓 |
| BKH | BLACK HILLS CORP | $0 | 0.00% | 0 | -81,492 | -100.0% | -$565.64万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -31,839 | -100.0% | -$559.28万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -198,509 | -100.0% | -$557.41万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -55,702 | -100.0% | -$537.19万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -21,110 | -100.0% | -$535.75万 | 清仓 |
| FLNC | FLUENCE ENERGY INC | $0 | 0.00% | 0 | -385,804 | -100.0% | -$530.87万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -77,690 | -100.0% | -$506.77万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -67,039 | -100.0% | -$492.80万 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC | $0 | 0.00% | 0 | -191,759 | -100.0% | -$485.53万 | 清仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $0 | 0.00% | 0 | -275,393 | -100.0% | -$485.24万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -36,326 | -100.0% | -$483.57万 | 清仓 |
| BOOT | BOOT BARN HLDGS INC | $0 | 0.00% | 0 | -32,606 | -100.0% | -$477.22万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -96,658 | -100.0% | -$471.21万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -315,404 | -100.0% | -$453.24万 | 清仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -88,735 | -100.0% | -$446.69万 | 清仓 |
| WERN | WERNER ENTERPRISES INC | $0 | 0.00% | 0 | -151,519 | -100.0% | -$445.62万 | 清仓 |
| FORM | FORMFACTOR INC | $0 | 0.00% | 0 | -45,884 | -100.0% | -$445.03万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -329,276 | -100.0% | -$444.85万 | 清仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $0 | 0.00% | 0 | -59,084 | -100.0% | -$439.47万 | 清仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $0 | 0.00% | 0 | -50,217 | -100.0% | -$436.39万 | 清仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $0 | 0.00% | 0 | -373,771 | -100.0% | -$435.44万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -114,167 | -100.0% | -$425.27万 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -32,371 | -100.0% | -$424.48万 | 清仓 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | -20,070 | -100.0% | -$423.66万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -69,195 | -100.0% | -$410.74万 | 清仓 |
| MMS | MAXIMUS INC | $0 | 0.00% | 0 | -63,336 | -100.0% | -$405.98万 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -161,154 | -100.0% | -$380.97万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -48,391 | -100.0% | -$376.92万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -46,997 | -100.0% | -$375.69万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -1,952 | -100.0% | -$373.63万 | 清仓 |
| CALX | CALIX INC | $0 | 0.00% | 0 | -75,751 | -100.0% | -$371.10万 | 清仓 |
| QGEN | QIAGEN NV | $0 | 0.00% | 0 | -92,571 | -100.0% | -$370.65万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -19,410 | -100.0% | -$368.01万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -121,937 | -100.0% | -$367.27万 | 清仓 |
| SANM | SANMINA CORP | $0 | 0.00% | 0 | -27,792 | -100.0% | -$360.30万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | -21,655 | -100.0% | -$357.61万 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -17,991 | -100.0% | -$355.70万 | 清仓 |
| SM | SM ENERGY COMPANY | $0 | 0.00% | 0 | -112,950 | -100.0% | -$352.18万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -32,653 | -100.0% | -$345.80万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -47,289 | -100.0% | -$336.60万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -22,668 | -100.0% | -$325.94万 | 清仓 |
| PVH | PVH CORPORATION | $0 | 0.00% | 0 | -46,350 | -100.0% | -$323.34万 | 清仓 |
| BKE | BUCKLE INC | $0 | 0.00% | 0 | -63,942 | -100.0% | -$322.01万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -13,175 | -100.0% | -$320.26万 | 清仓 |
| FNB | F N B CORP | $0 | 0.00% | 0 | -190,566 | -100.0% | -$318.63万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $0 | 0.00% | 0 | -36,355 | -100.0% | -$311.85万 | 清仓 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | -11,453 | -100.0% | -$304.72万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -50,410 | -100.0% | -$304.33万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -74,431 | -100.0% | -$300.25万 | 清仓 |
| KIM | KIMCO REALTY CORP | $0 | 0.00% | 0 | -133,478 | -100.0% | -$299.93万 | 清仓 |
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | -32,257 | -100.0% | -$297.96万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -19,210 | -100.0% | -$297.70万 | 清仓 |
| SRCE | 1ST SOURCE CORP | $0 | 0.00% | 0 | -42,833 | -100.0% | -$296.45万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -14,189 | -100.0% | -$295.77万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -11,991 | -100.0% | -$293.11万 | 清仓 |
| DNOW | DNOW INC | $0 | 0.00% | 0 | -242,824 | -100.0% | -$289.20万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -25,346 | -100.0% | -$288.89万 | 清仓 |
| TREX | TREX INC | $0 | 0.00% | 0 | -78,782 | -100.0% | -$286.92万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -21,090 | -100.0% | -$285.69万 | 清仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $0 | 0.00% | 0 | -138,406 | -100.0% | -$284.70万 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -69,217 | -100.0% | -$279.01万 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -32,783 | -100.0% | -$277.51万 | 清仓 |
| WKC | WORLD KINECT CORPORATION | $0 | 0.00% | 0 | -120,060 | -100.0% | -$276.98万 | 清仓 |
| PRK | PARK NATL CORP | $0 | 0.00% | 0 | -16,932 | -100.0% | -$276.75万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -19,041 | -100.0% | -$276.65万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -29,916 | -100.0% | -$275.35万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,001 | -100.0% | -$273.94万 | 清仓 |
| ENS | ENERSYS | $0 | 0.00% | 0 | -15,534 | -100.0% | -$269.86万 | 清仓 |
| EGP | EASTGROUP PPTYS INC | $0 | 0.00% | 0 | -14,457 | -100.0% | -$267.58万 | 清仓 |
| MUR | MURPHY OIL CORP | $0 | 0.00% | 0 | -64,519 | -100.0% | -$266.14万 | 清仓 |
| ABM | ABM INDS INC | $0 | 0.00% | 0 | -69,051 | -100.0% | -$265.98万 | 清仓 |
| ESE | ESCO TECHNOLOGIES INC | $0 | 0.00% | 0 | -9,321 | -100.0% | -$262.26万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -7,246 | -100.0% | -$260.04万 | 清仓 |
| VYX | NCR VOYIX CORPORATION | $0 | 0.00% | 0 | -402,774 | -100.0% | -$254.96万 | 清仓 |
| — | GATES INDL CORP PLC | $0 | 0.00% | 0 | -111,123 | -100.0% | -$251.25万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -8,611 | -100.0% | -$249.14万 | 清仓 |