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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -8,872 | -100.0% | -$44.35万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -10,637 | -100.0% | -$43.39万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -1,027 | -100.0% | -$42.80万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -2,499 | -100.0% | -$40.86万 | 清仓 |
| JOE | ST JOE CO | $0 | 0.00% | 0 | -6,491 | -100.0% | -$40.76万 | 清仓 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -19,668 | -100.0% | -$40.56万 | 清仓 |
| ZG | ZILLOW GROUP INC | $0 | 0.00% | 0 | -9,627 | -100.0% | -$39.85万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -2,588 | -100.0% | -$39.77万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -3,181 | -100.0% | -$38.26万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -14,625 | -100.0% | -$36.71万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -5,547 | -100.0% | -$36.67万 | 清仓 |
| ESS | ESSEX PPTY TR INC | $0 | 0.00% | 0 | -1,402 | -100.0% | -$33.93万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -11,690 | -100.0% | -$31.73万 | 清仓 |
| BF/A | BROWN FORMAN CORP | $0 | 0.00% | 0 | -11,813 | -100.0% | -$31.65万 | 清仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,362 | -100.0% | -$31.29万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,150 | -100.0% | -$30.84万 | 清仓 |
| NFG | NATIONAL FUEL GAS CO | $0 | 0.00% | 0 | -3,246 | -100.0% | -$30.50万 | 清仓 |
| ESI | ELEMENT SOLUTIONS INC | $0 | 0.00% | 0 | -8,743 | -100.0% | -$29.85万 | 清仓 |
| COUR | COURSERA INC | $0 | 0.00% | 0 | -50,568 | -100.0% | -$29.43万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -5,588 | -100.0% | -$29.20万 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -2,385 | -100.0% | -$28.06万 | 清仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -7,384 | -100.0% | -$26.11万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,855 | -100.0% | -$25.32万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -2,317 | -100.0% | -$25.16万 | 清仓 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -2,103 | -100.0% | -$25.15万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -869 | -100.0% | -$24.92万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -2,748 | -100.0% | -$24.88万 | 清仓 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | -1,912 | -100.0% | -$24.45万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -1,126 | -100.0% | -$24.43万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -2,349 | -100.0% | -$23.35万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -4,949 | -100.0% | -$22.59万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -2,501 | -100.0% | -$22.54万 | 清仓 |
| CWST | CASELLA WASTE SYS INC | $0 | 0.00% | 0 | -2,808 | -100.0% | -$22.28万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,224 | -100.0% | -$21.23万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,424 | -100.0% | -$21.14万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,896 | -100.0% | -$21.02万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -2,552 | -100.0% | -$20.87万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -568 | -100.0% | -$20.33万 | 清仓 |
| SPYD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,458 | -100.0% | -$20.29万 | 清仓 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,033 | -100.0% | -$20.07万 | 清仓 |
| RELY | REMITLY GLOBAL INC | $0 | 0.00% | 0 | -11,737 | -100.0% | -$18.39万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -11,744 | -100.0% | -$18.38万 | 清仓 |
| HOPE | HOPE BANCORP INC | $0 | 0.00% | 0 | -10,448 | -100.0% | -$11.67万 | 清仓 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -22,585 | -100.0% | -$9.58万 | 清仓 |