Numerai GP LLC
SAN FRANCISCO CA · SEC CIK 0001668527
$12.23亿2026Q2 申报市值
710持仓数
7.1%前十大占比 · 第一大 1.0%
195 / 247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
WAB 加仓+$872.40万
SSB 新建仓+$680.32万
AME 加仓+$657.45万
GGG 加仓+$624.57万
HWC 加仓+$616.64万
2026Q2 卖出最多 按季末市值估算
TROW 减仓-$755.60万
DHI 减仓-$575.68万
HPE 减仓-$553.49万
BNS 清仓-$550.79万
VMC 减仓-$499.60万
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 |
|---|---|---|---|---|---|---|---|---|
| GEO | GEO GROUP INC | $0 | 0.00% | 0 | -42,886 | -100.0% | -$72.09万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -4,667 | -100.0% | -$71.45万 | 清仓 |
| TE | T1 ENERGY INC | $0 | 0.00% | 0 | -157,328 | -100.0% | -$69.07万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -2,511 | -100.0% | -$67.95万 | 清仓 |
| HCC | WARRIOR MET COAL INC | $0 | 0.00% | 0 | -7,245 | -100.0% | -$67.49万 | 清仓 |
| NX | QUANEX BLDG PRODS CORP | $0 | 0.00% | 0 | -37,030 | -100.0% | -$66.54万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$64.98万 | 清仓 |
| MLR | MILLER INDS INC TENN | $0 | 0.00% | 0 | -13,854 | -100.0% | -$63.10万 | 清仓 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -16,580 | -100.0% | -$61.35万 | 清仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $0 | 0.00% | 0 | -49,497 | -100.0% | -$60.68万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -16,875 | -100.0% | -$59.87万 | 清仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $0 | 0.00% | 0 | -69,443 | -100.0% | -$59.17万 | 清仓 |
| GSAT | GLOBALSTAR INC | $0 | 0.00% | 0 | -8,828 | -100.0% | -$58.64万 | 清仓 |
| HOG | HARLEY DAVIDSON INC | $0 | 0.00% | 0 | -28,879 | -100.0% | -$58.39万 | 清仓 |
| — | ORLA MNG LTD NEW | $0 | 0.00% | 0 | -35,766 | -100.0% | -$57.69万 | 清仓 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | -6,569 | -100.0% | -$57.52万 | 清仓 |
| — | SEABRIDGE GOLD INC | $0 | 0.00% | 0 | -20,223 | -100.0% | -$57.31万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -3,927 | -100.0% | -$57.03万 | 清仓 |
| GIB | CGI INC | $0 | 0.00% | 0 | -7,795 | -100.0% | -$56.98万 | 清仓 |
| FER | FERROVIAL SE | $0 | 0.00% | 0 | -8,734 | -100.0% | -$56.81万 | 清仓 |
| ARKO | ARKO CORP | $0 | 0.00% | 0 | -100,061 | -100.0% | -$55.63万 | 清仓 |
| BLZE | BACKBLAZE INC | $0 | 0.00% | 0 | -160,298 | -100.0% | -$55.30万 | 清仓 |
| DRS | LEONARDO DRS INC | $0 | 0.00% | 0 | -12,346 | -100.0% | -$54.96万 | 清仓 |
| PIPR | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -7,049 | -100.0% | -$53.96万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -779 | -100.0% | -$53.06万 | 清仓 |
| EU | ENCORE ENERGY CORP | $0 | 0.00% | 0 | -294,569 | -100.0% | -$53.02万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -20,772 | -100.0% | -$52.97万 | 清仓 |
| DEC | DIVERSIFIED ENERGY CO | $0 | 0.00% | 0 | -30,271 | -100.0% | -$52.79万 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -1,052 | -100.0% | -$51.97万 | 清仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $0 | 0.00% | 0 | -23,664 | -100.0% | -$51.92万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -1,535 | -100.0% | -$51.86万 | 清仓 |
| TNC | TENNANT CO | $0 | 0.00% | 0 | -7,717 | -100.0% | -$51.24万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -4,675 | -100.0% | -$51.20万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | -271 | -100.0% | -$51.07万 | 清仓 |
| ICHR | ICHOR HOLDINGS | $0 | 0.00% | 0 | -10,922 | -100.0% | -$50.91万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -5,851 | -100.0% | -$50.41万 | 清仓 |
| OBT | ORANGE CNTY BANCORP INC | $0 | 0.00% | 0 | -15,341 | -100.0% | -$49.06万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -2,925 | -100.0% | -$47.51万 | 清仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $0 | 0.00% | 0 | -51,153 | -100.0% | -$47.47万 | 清仓 |
| ONT | MONTROSE ENVIRONMENTAL GROUP | $0 | 0.00% | 0 | -21,656 | -100.0% | -$47.41万 | 清仓 |
| AMG | AFFILIATED MANAGERS GROUP | $0 | 0.00% | 0 | -1,706 | -100.0% | -$47.20万 | 清仓 |
| GOGO | GOGO INC | $0 | 0.00% | 0 | -116,472 | -100.0% | -$46.82万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -3,390 | -100.0% | -$46.26万 | 清仓 |
| CRK | COMSTOCK RES INC | $0 | 0.00% | 0 | -21,770 | -100.0% | -$45.89万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -3,679 | -100.0% | -$45.35万 | 清仓 |
| IHS | IHS HOLDING LIMITED | $0 | 0.00% | 0 | -55,062 | -100.0% | -$45.32万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -3,110 | -100.0% | -$45.19万 | 清仓 |
| OMCL | OMNICELL COM | $0 | 0.00% | 0 | -13,472 | -100.0% | -$44.97万 | 清仓 |
| EXLS | EXLSERVICE HLDGS INC | $0 | 0.00% | 0 | -14,701 | -100.0% | -$44.76万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -1,868 | -100.0% | -$44.50万 | 清仓 |
| WTI | W & T OFFSHORE INC | $0 | 0.00% | 0 | -129,297 | -100.0% | -$44.09万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -9,388 | -100.0% | -$44.06万 | 清仓 |
| OC | OWENS CORNING NEW | $0 | 0.00% | 0 | -4,060 | -100.0% | -$43.94万 | 清仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $0 | 0.00% | 0 | -1,321 | -100.0% | -$43.68万 | 清仓 |
| TRNS | TRANSCAT INC | $0 | 0.00% | 0 | -5,909 | -100.0% | -$43.40万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -5,053 | -100.0% | -$42.96万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -8,727 | -100.0% | -$42.74万 | 清仓 |
| — | FIRST NATL CORP VA | $0 | 0.00% | 0 | -15,854 | -100.0% | -$42.68万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -3,870 | -100.0% | -$42.46万 | 清仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -15,295 | -100.0% | -$42.43万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | -95,139 | -100.0% | -$42.15万 | 清仓 |
| CENX | CENTURY ALUM CO | $0 | 0.00% | 0 | -7,100 | -100.0% | -$41.67万 | 清仓 |
| COHU | COHU INC | $0 | 0.00% | 0 | -13,475 | -100.0% | -$41.26万 | 清仓 |
| GT | GOODYEAR TIRE & RUBR CO | $0 | 0.00% | 0 | -61,399 | -100.0% | -$40.71万 | 清仓 |
| SCSC | SCANSOURCE INC | $0 | 0.00% | 0 | -11,143 | -100.0% | -$40.45万 | 清仓 |
| CXM | SPRINKLR INC | $0 | 0.00% | 0 | -66,943 | -100.0% | -$40.17万 | 清仓 |
| ACMR | ACM RESH INC | $0 | 0.00% | 0 | -10,073 | -100.0% | -$39.64万 | 清仓 |
| STEP | STEPSTONE GROUP INC | $0 | 0.00% | 0 | -8,218 | -100.0% | -$39.22万 | 清仓 |
| RES | RPC INC | $0 | 0.00% | 0 | -54,987 | -100.0% | -$38.93万 | 清仓 |
| PII | POLARIS INC | $0 | 0.00% | 0 | -7,100 | -100.0% | -$38.70万 | 清仓 |
| ABM | ABM INDS INC | $0 | 0.00% | 0 | -10,035 | -100.0% | -$38.65万 | 清仓 |
| SHOE | SHOE CARNIVAL INC | $0 | 0.00% | 0 | -24,624 | -100.0% | -$38.39万 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -22,465 | -100.0% | -$37.74万 | 清仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $0 | 0.00% | 0 | -3,374 | -100.0% | -$37.49万 | 清仓 |
| TEM | TEMPUS AI INC | $0 | 0.00% | 0 | -8,207 | -100.0% | -$37.11万 | 清仓 |
| PL | PLANET LABS PBC | $0 | 0.00% | 0 | -13,135 | -100.0% | -$36.71万 | 清仓 |
| VLY | VALLEY NATL BANCORP | $0 | 0.00% | 0 | -29,885 | -100.0% | -$36.70万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -9,906 | -100.0% | -$36.63万 | 清仓 |
| SEPN | SEPTERNA INC | $0 | 0.00% | 0 | -15,082 | -100.0% | -$36.24万 | 清仓 |
| CE | CELANESE CORP DEL | $0 | 0.00% | 0 | -5,455 | -100.0% | -$35.88万 | 清仓 |
| RRR | RED ROCK RESORTS INC | $0 | 0.00% | 0 | -6,540 | -100.0% | -$34.90万 | 清仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,638 | -100.0% | -$33.86万 | 清仓 |
| WSFS | WSFS FINL CORP | $0 | 0.00% | 0 | -5,171 | -100.0% | -$33.85万 | 清仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $0 | 0.00% | 0 | -6,197 | -100.0% | -$33.77万 | 清仓 |
| OPRA | OPERA LTD | $0 | 0.00% | 0 | -23,489 | -100.0% | -$33.50万 | 清仓 |
| LSPD | LIGHTSPEED COMMERCE INC | $0 | 0.00% | 0 | -37,188 | -100.0% | -$33.32万 | 清仓 |
| DNOW | DNOW INC | $0 | 0.00% | 0 | -27,779 | -100.0% | -$33.08万 | 清仓 |
| CWH | CAMPING WORLD HLDGS INC | $0 | 0.00% | 0 | -48,378 | -100.0% | -$33.04万 | 清仓 |
| ASPN | ASPEN AEROGELS INC | $0 | 0.00% | 0 | -95,900 | -100.0% | -$32.80万 | 清仓 |
| WGO | WINNEBAGO INDS INC | $0 | 0.00% | 0 | -10,551 | -100.0% | -$32.70万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -4,893 | -100.0% | -$32.53万 | 清仓 |
| SWIM | LATHAM GROUP INC | $0 | 0.00% | 0 | -60,079 | -100.0% | -$32.26万 | 清仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $0 | 0.00% | 0 | -48,446 | -100.0% | -$31.83万 | 清仓 |
| GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | -7,451 | -100.0% | -$31.79万 | 清仓 |
| NPCE | NEUROPACE INC | $0 | 0.00% | 0 | -23,725 | -100.0% | -$31.20万 | 清仓 |
| TENB | TENABLE HLDGS INC | $0 | 0.00% | 0 | -18,308 | -100.0% | -$30.97万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -2,289 | -100.0% | -$30.83万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -39,142 | -100.0% | -$30.69万 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | -37,586 | -100.0% | -$30.63万 | 清仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $0 | 0.00% | 0 | -53,090 | -100.0% | -$30.26万 | 清仓 |