Man Group plc
LONDON X0 · SEC CIK 0001637460
$627.02亿2026Q2 申报市值
2,316持仓数
16.6%前十大占比 · 第一大 3.5%
257 / 385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 重新持有+$3.97亿
AAPL 加仓+$1.78亿
HUBB 加仓+$1.76亿
LYB 加仓+$1.68亿
NVDA 加仓+$1.67亿
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$2.39亿
GOOGL 减仓-$2.08亿
HDB 减仓-$2.01亿
SIMO 减仓-$1.81亿
F 减仓-$1.80亿
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 |
|---|---|---|---|---|---|---|---|---|
| SANM | SANMINA CORP | $149.29万 | 0.00% | 5,899 | -6,474 | -52.3% | -$163.84万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $149.66万 | 0.00% | 1,425,000 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $149.91万 | 0.00% | 6,976 | -45,140 | -86.6% | -$970.06万 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $150.56万 | 0.00% | 40,000 | 40,000 | — | $150.56万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $151.01万 | 0.00% | 3,930 | -53,468 | -93.2% | -$2,054.56万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $151.13万 | 0.00% | 1,470,000 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $151.23万 | 0.00% | 1,300,000 | 1,300,000 | — | $151.23万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $151.27万 | 0.00% | 255,955 | 103,326 | 67.7% | $61.07万 | 加仓 |
| IRMD | IRADIMED CORP | $151.43万 | 0.00% | 15,847 | 15,847 | — | $151.43万 | 新建仓 |
| GSM | FERROGLOBE PLC | $151.54万 | 0.00% | 476,550 | 476,550 | — | $151.54万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $151.55万 | 0.00% | 11,973 | -2,528 | -17.4% | -$32.00万 | 减仓 |
| MOV | MOVADO GROUP INC | $151.87万 | 0.00% | 38,635 | 14,196 | 58.1% | $55.80万 | 加仓 |
| IEX | IDEX CORP | $152.42万 | 0.00% | 6,716 | -5,623 | -45.6% | -$127.61万 | 减仓 |
| ARIS | ARIS MINING CORPORATION | $152.73万 | 0.00% | 102,443 | -32,094 | -23.9% | -$47.85万 | 减仓 |
| — | CLEANSPARK INC | $153.00万 | 0.00% | 1,169,000 | -525,000 | -31.0% | -$68.71万 | 减仓 |
| VIR | VIR BIOTECHNOLOGY INC | $153.55万 | 0.00% | 150,688 | -27,236 | -15.3% | -$27.75万 | 减仓 |
| MATV | MATIV HOLDINGS INC | $153.90万 | 0.00% | 203,301 | 112,786 | 124.6% | $85.38万 | 加仓 |
| SAFE | SAFEHOLD INC | $153.96万 | 0.00% | 98,064 | -124,224 | -55.9% | -$195.03万 | 减仓 |
| DK | DELEK US HLDGS INC NEW | $154.30万 | 0.00% | 30,369 | -84,166 | -73.5% | -$427.65万 | 减仓 |
| — | GLOBAL X FDS | $155.08万 | 0.00% | 37,235 | 19,299 | 107.6% | $80.38万 | 加仓 |
| CVI | CVR ENERGY INC | $155.42万 | 0.00% | 56,436 | 30,717 | 119.4% | $84.59万 | 加仓 |
| JJSF | J & J SNACK FOODS CORP | $156.09万 | 0.00% | 21,251 | 21,251 | — | $156.09万 | 新建仓 |
| INMD | INMODE LTD | $156.11万 | 0.00% | 106,778 | 3,372 | 3.3% | $4.93万 | 加仓 |
| — | HAEMONETICS CORP MASS | $156.83万 | 0.00% | 1,550,000 | 450,000 | 40.9% | $45.53万 | 加仓 |
| RDWR | RADWARE LTD | $157.02万 | 0.00% | 50,881 | -1,600 | -3.0% | -$4.94万 | 减仓 |
| WMK | WEIS MKTS INC | $157.15万 | 0.00% | 20,068 | 9,391 | 88.0% | $73.54万 | 重新持有 |
| XLU | SELECT SECTOR SPDR TR 看跌期权 | $157.33万 | 0.00% | 34,700 | 22,500 | 184.4% | $102.02万 | 加仓 |
| TILE | INTERFACE INC | $158.16万 | 0.00% | 44,129 | 5 | 0.0% | $179 | 加仓 |
| NET | CLOUDFLARE INC | $158.70万 | 0.00% | 1,235,000 | 0 | 0.0% | — | 不变 |
| BELFA | BEL FUSE INC | $158.87万 | 0.00% | 5,455 | 5,455 | — | $158.87万 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $158.98万 | 0.00% | 14,008 | 270 | 2.0% | $3.06万 | 加仓 |
| AXP | AMERICAN EXPRESS CO 看涨期权 | $158.98万 | 0.00% | 4,700 | -32,800 | -87.5% | -$1,109.46万 | 减仓 |
| AXP | AMERICAN EXPRESS CO 看跌期权 | $158.98万 | 0.00% | 4,700 | -32,800 | -87.5% | -$1,109.46万 | 减仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $159.34万 | 0.00% | 29,800 | 21,900 | 277.2% | $117.10万 | 加仓 |
| LOVE | LOVESAC CO | $159.42万 | 0.00% | 95,519 | 80,337 | 529.2% | $134.08万 | 加仓 |
| HTO | H2O AMERICA | $159.44万 | 0.00% | 26,236 | -24,015 | -47.8% | -$145.94万 | 重新持有 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $159.65万 | 0.00% | 53,610 | 26,341 | 96.6% | $78.44万 | 加仓 |
| TPC | TUTOR PERINI CORP | $159.99万 | 0.00% | 19,283 | -47,848 | -71.3% | -$396.99万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $160.02万 | 0.00% | 1,670,000 | 0 | 0.0% | — | 不变 |
| ELMD | ELECTROMED INC | $160.10万 | 0.00% | 37,849 | -6,050 | -13.8% | -$25.59万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $160.11万 | 0.00% | 1,336,000 | -1,155,000 | -46.4% | -$138.42万 | 减仓 |
| QLYS | QUALYS INC | $160.27万 | 0.00% | 11,657 | -61,676 | -84.1% | -$847.98万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $160.91万 | 0.00% | 59,640 | 49,501 | 488.2% | $133.55万 | 加仓 |
| SLV | ISHARES SILVER TR 看跌期权 | $160.94万 | 0.00% | 30,100 | 22,100 | 276.2% | $118.17万 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $160.98万 | 0.00% | 191,191 | 95,593 | 100.0% | $80.49万 | 加仓 |
| WAFD | WAFD INC | $160.99万 | 0.00% | 41,956 | 33,309 | 385.2% | $127.81万 | 重新持有 |
| MTRN | MATERION CORP | $161.24万 | 0.00% | 5,422 | 908 | 20.1% | $27.00万 | 加仓 |
| DCTH | DELCATH SYS INC | $161.78万 | 0.00% | 128,495 | 26,281 | 25.7% | $33.09万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $161.91万 | 0.00% | 20,469 | -33,364 | -62.0% | -$263.91万 | 减仓 |
| MNKD | MANNKIND CORP | $162.40万 | 0.00% | 381,226 | -93,394 | -19.7% | -$39.79万 | 减仓 |
| EVRG | EVERGY INC | $162.75万 | 0.00% | 18,830 | -14,449 | -43.4% | -$124.88万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $164.20万 | 0.00% | 34,395 | -36,863 | -51.7% | -$175.98万 | 减仓 |
| FCN | FTI CONSULTING INC | $164.25万 | 0.00% | 11,023 | 975 | 9.7% | $14.53万 | 加仓 |
| STEP | STEPSTONE GROUP INC | $164.53万 | 0.00% | 39,781 | 39,781 | — | $164.53万 | 新建仓 |
| FTRE | FORTREA HLDGS INC | $164.64万 | 0.00% | 94,621 | 22,782 | 31.7% | $39.64万 | 加仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $165.08万 | 0.00% | 392,117 | -148,747 | -27.5% | -$62.62万 | 减仓 |
| HP | HELMERICH & PAYNE INC | $165.23万 | 0.00% | 50,467 | -81,168 | -61.7% | -$265.74万 | 减仓 |
| — | LIVE NATION ENTERTAINMENT IN | $165.42万 | 0.00% | 1,383,000 | 350,000 | 33.9% | $41.86万 | 加仓 |
| KROS | KEROS THERAPEUTICS INC | $166.43万 | 0.00% | 155,541 | -83,077 | -34.8% | -$88.89万 | 减仓 |
| AVT | AVNET INC | $166.45万 | 0.00% | 18,740 | -5,477 | -22.6% | -$48.65万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $167.05万 | 0.00% | 103,373 | 26,716 | 34.9% | $43.17万 | 加仓 |
| WRB | BERKLEY W R CORP | $167.25万 | 0.00% | 23,713 | -39,997 | -62.8% | -$282.10万 | 减仓 |
| KMT | KENNAMETAL INC | $167.25万 | 0.00% | 47,718 | 47,718 | — | $167.25万 | 新建仓 |
| IR | INGERSOLL RAND INC | $167.51万 | 0.00% | 20,430 | -66,091 | -76.4% | -$541.88万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $168.55万 | 0.00% | 13,297 | 7,551 | 131.4% | $95.72万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $168.66万 | 0.00% | 1,800,000 | 0 | 0.0% | — | 不变 |
| NBHC | NATIONAL BK HLDGS CORP | $168.76万 | 0.00% | 37,984 | 32,624 | 608.7% | $144.95万 | 重新持有 |
| APA | APA CORPORATION | $169.54万 | 0.00% | 52,054 | 12,339 | 31.1% | $40.19万 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $170.57万 | 0.00% | 416,023 | 416,023 | — | $170.57万 | 新建仓 |
| HCI | HCI GROUP INC | $171.10万 | 0.00% | 9,763 | -4,554 | -31.8% | -$79.81万 | 减仓 |
| AOS | SMITH A O CORP | $171.19万 | 0.00% | 27,294 | -56,391 | -67.4% | -$353.68万 | 减仓 |
| RIO | RIO TINTO PLC | $171.23万 | 0.00% | 18,037 | -49,825 | -73.4% | -$472.99万 | 减仓 |
| ECVT | ECOVYST INC | $172.81万 | 0.00% | 138,801 | -27,262 | -16.4% | -$33.94万 | 减仓 |
| MKC | MCCORMICK & CO INC | $172.81万 | 0.00% | 34,274 | -9,113 | -21.0% | -$45.95万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $173.24万 | 0.00% | 6,273 | -81,464 | -92.9% | -$2,249.79万 | 减仓 |
| IFS | INTERCORP FINL SVCS INC | $173.81万 | 0.00% | 30,514 | 30,514 | — | $173.81万 | 新建仓 |
| TRI | THOMSON REUTERS CORP | $174.67万 | 0.00% | 21,392 | -63,507 | -74.8% | -$518.54万 | 减仓 |
| THG | HANOVER INS GROUP INC | $175.00万 | 0.00% | 8,173 | -31,395 | -79.3% | -$672.23万 | 减仓 |
| NEU | NEWMARKET CORP | $175.18万 | 0.00% | 2,214 | -24 | -1.1% | -$1.90万 | 减仓 |
| CMP | COMPASS MINERALS INTL INC | $176.65万 | 0.00% | 56,746 | -48,026 | -45.8% | -$149.50万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $176.74万 | 0.00% | 33,613 | -45,491 | -57.5% | -$239.19万 | 减仓 |
| ARM | ARM HOLDINGS PLC 看跌期权 | $177.28万 | 0.00% | 5,000 | 5,000 | — | $177.28万 | 新建仓 |
| AGX | ARGAN INC | $178.64万 | 0.00% | 2,237 | -6,973 | -75.7% | -$556.83万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $179.43万 | 0.00% | 5,662 | -21,755 | -79.3% | -$689.42万 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $179.75万 | 0.00% | 228,979 | 228,979 | — | $179.75万 | 新建仓 |
| FMC | FMC CORP | $180.87万 | 0.00% | 157,276 | -12,467 | -7.3% | -$14.34万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $181.08万 | 0.00% | 62,743 | 62,743 | — | $181.08万 | 新建仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $181.45万 | 0.00% | 102,341 | 18,566 | 22.2% | $32.92万 | 加仓 |
| PACS | PACS GROUP INC | $182.50万 | 0.00% | 42,801 | -43,703 | -50.5% | -$186.35万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $182.62万 | 0.00% | 15,566 | 2 | 0.0% | $235 | 加仓 |
| RPM | RPM INTL INC | $183.25万 | 0.00% | 16,487 | -14,800 | -47.3% | -$164.50万 | 减仓 |
| USFD | US FOODS HLDG CORP | $185.20万 | 0.00% | 18,112 | -34,604 | -65.6% | -$353.83万 | 减仓 |
| BLKB | BLACKBAUD INC | $185.79万 | 0.00% | 62,723 | -49,510 | -44.1% | -$146.65万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $186.41万 | 0.00% | 23,436 | -12,185 | -34.2% | -$96.92万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR 看涨期权 | $186.71万 | 0.00% | 9,800 | 8,500 | 653.8% | $161.94万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR 看跌期权 | $186.71万 | 0.00% | 9,800 | 8,500 | 653.8% | $161.94万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $187.14万 | 0.00% | 190,574 | 179,533 | 1,626.1% | $176.30万 | 加仓 |
| WY | WEYERHAEUSER CO | $187.30万 | 0.00% | 78,239 | -29,707 | -27.5% | -$71.12万 | 减仓 |
| DIOD | DIODES INC | $187.39万 | 0.00% | 17,123 | -29,847 | -63.5% | -$326.65万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $187.46万 | 0.00% | 13,182 | 4,694 | 55.3% | $66.75万 | 加仓 |