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 |
|---|---|---|---|---|---|---|---|---|
| WRLD | WORLD ACCEP CORPORATION | $98.40万 | 0.08% | 4,396 | 4,396 | — | $98.40万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $98.15万 | 0.08% | 39,980 | 22,393 | 127.3% | $54.97万 | 加仓 |
| ENS | ENERSYS | $97.71万 | 0.08% | 4,179 | 4,179 | — | $97.71万 | 新建仓 |
| CBNK | CAPITAL BANCORP INC MD | $97.32万 | 0.08% | 27,710 | 27,710 | — | $97.32万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $96.65万 | 0.08% | 5,168 | 533 | 11.5% | $9.97万 | 加仓 |
| IAG | IAMGOLD CORP | $96.44万 | 0.08% | 60,884 | 60,884 | — | $96.44万 | 新建仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $96.06万 | 0.08% | 182,282 | 182,282 | — | $96.06万 | 新建仓 |
| FOXA | FOX CORP | $95.91万 | 0.08% | 18,387 | 2,757 | 17.6% | $14.38万 | 加仓 |
| TMUS | T-MOBILE US INC | $95.77万 | 0.08% | 5,710 | 1,766 | 44.8% | $29.62万 | 加仓 |
| GLW | CORNING INC | $95.35万 | 0.08% | 3,733 | 3,733 | — | $95.35万 | 新建仓 |
| DXPE | DXP ENTERPRISES INC | $94.44万 | 0.08% | 5,597 | -1,448 | -20.6% | -$24.43万 | 减仓 |
| AA | ALCOA CORP | $93.95万 | 0.08% | 18,018 | 18,018 | — | $93.95万 | 新建仓 |
| SFD | SMITHFIELD FOODS INC | $93.51万 | 0.08% | 38,545 | -95,747 | -71.3% | -$232.28万 | 减仓 |
| PTRN | PATTERN GROUP INC | $93.27万 | 0.08% | 37,026 | 37,026 | — | $93.27万 | 新建仓 |
| CXT | CRANE NXT CO | $93.19万 | 0.08% | 18,216 | -76,795 | -80.8% | -$392.88万 | 减仓 |
| KOS | KOSMOS ENERGY LTD | $92.86万 | 0.08% | 440,088 | 130,321 | 42.1% | $27.50万 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $92.75万 | 0.08% | 20,876 | -50,514 | -70.8% | -$224.43万 | 减仓 |
| SEIC | SEI INVTS CO | $92.65万 | 0.08% | 10,563 | 10,563 | — | $92.65万 | 新建仓 |
| CIGI | COLLIERS INTL GROUP INC | $92.54万 | 0.08% | 9,867 | 7,158 | 264.2% | $67.13万 | 加仓 |
| SMTC | SEMTECH CORP | $92.38万 | 0.08% | 5,708 | 30 | 0.5% | $4,856 | 加仓 |
| MZTI | MARZETTI COMPANY | $92.24万 | 0.08% | 8,080 | 2,920 | 56.6% | $33.33万 | 加仓 |
| LION | LIONSGATE STUDIOS CORP | $92.16万 | 0.08% | 60,198 | 60,198 | — | $92.16万 | 新建仓 |
| CMI | CUMMINS INC | $91.93万 | 0.08% | 1,289 | -536 | -29.4% | -$38.23万 | 减仓 |
| FVRR | FIVERR INTL LTD | $91.52万 | 0.07% | 88,685 | -5,381 | -5.7% | -$5.55万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $91.33万 | 0.07% | 37,277 | 14,991 | 67.3% | $36.73万 | 加仓 |
| BAND | BANDWIDTH INC | $90.58万 | 0.07% | 14,309 | -12,079 | -45.8% | -$76.46万 | 减仓 |
| DGICA | DONEGAL GROUP INC | $90.37万 | 0.07% | 47,915 | 47,915 | — | $90.37万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $89.95万 | 0.07% | 2,166 | -417 | -16.1% | -$17.32万 | 减仓 |
| AZTA | AZENTA INC | $89.46万 | 0.07% | 35,056 | 12,991 | 58.9% | $33.15万 | 加仓 |
| MITK | MITEK SYS INC | $89.05万 | 0.07% | 44,237 | 44,237 | — | $89.05万 | 新建仓 |
| CMBT | CMB.TECH NV | $88.18万 | 0.07% | 63,033 | -43,769 | -41.0% | -$61.23万 | 减仓 |
| ADBE | ADOBE INC | $87.75万 | 0.07% | 4,280 | -8,374 | -66.2% | -$171.68万 | 减仓 |
| MG | MISTRAS GROUP INC | $87.29万 | 0.07% | 49,965 | 49,965 | — | $87.29万 | 新建仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $86.25万 | 0.07% | 150,254 | -27,038 | -15.3% | -$15.52万 | 减仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $86.10万 | 0.07% | 17,142 | 11,597 | 209.1% | $58.25万 | 加仓 |
| HELE | HELEN OF TROY LTD | $85.99万 | 0.07% | 29,581 | 29,581 | — | $85.99万 | 新建仓 |
| TWI | TITAN INTL INC ILL | $85.93万 | 0.07% | 111,448 | 22,879 | 25.8% | $17.64万 | 加仓 |
| FTK | FLOTEK INDUSTRIES INC | $85.57万 | 0.07% | 36,381 | 22,594 | 163.9% | $53.14万 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $85.56万 | 0.07% | 75,056 | -65,387 | -46.6% | -$74.54万 | 减仓 |
| AMSF | AMERISAFE INC | $85.51万 | 0.07% | 25,277 | -7,163 | -22.1% | -$24.23万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $84.97万 | 0.07% | 164,678 | 108,962 | 195.6% | $56.22万 | 加仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $84.54万 | 0.07% | 106,881 | -56,754 | -34.7% | -$44.89万 | 减仓 |
| SLDP | SOLID POWER INC | $84.22万 | 0.07% | 325,166 | 243,474 | 298.0% | $63.06万 | 加仓 |
| WDFC | WD 40 CO | $83.03万 | 0.07% | 3,408 | 1,231 | 56.5% | $29.99万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $82.47万 | 0.07% | 8,594 | 808 | 10.4% | $7.75万 | 加仓 |
| PTC | PTC INC | $82.37万 | 0.07% | 7,250 | 74 | 1.0% | $8,407 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $82.02万 | 0.07% | 29,375 | 17,601 | 149.5% | $49.14万 | 加仓 |
| OOMA | OOMA INC | $81.96万 | 0.07% | 42,645 | 21,402 | 100.7% | $41.13万 | 加仓 |
| LPG | DORIAN LPG LTD | $81.90万 | 0.07% | 23,549 | -22,439 | -48.8% | -$78.04万 | 减仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $81.82万 | 0.07% | 2,664 | 356 | 15.4% | $10.93万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $81.49万 | 0.07% | 76,444 | -61,363 | -44.5% | -$65.41万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $81.16万 | 0.07% | 7,139 | -66,461 | -90.3% | -$755.60万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $80.83万 | 0.07% | 15,484 | 8,799 | 131.6% | $45.93万 | 加仓 |
| IT | GARTNER INC | $80.39万 | 0.07% | 6,202 | 1,215 | 24.4% | $15.75万 | 加仓 |
| EME | EMCOR GROUP INC | $79.83万 | 0.07% | 962 | -226 | -19.0% | -$18.76万 | 减仓 |
| PNTG | PENNANT GROUP INC | $79.83万 | 0.07% | 21,604 | -7,645 | -26.1% | -$28.25万 | 减仓 |
| FIX | COMFORT SYS USA INC | $79.28万 | 0.06% | 400 | -866 | -68.4% | -$171.64万 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $79.06万 | 0.06% | 5,563 | -27,696 | -83.3% | -$393.59万 | 减仓 |
| SA | SEABRIDGE GOLD INC | $78.21万 | 0.06% | 30,384 | 30,384 | — | $78.21万 | 新建仓 |
| ADSK | AUTODESK INC | $78.12万 | 0.06% | 4,018 | -2,066 | -34.0% | -$40.17万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $78.07万 | 0.06% | 60,568 | -33,650 | -35.7% | -$43.37万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $77.00万 | 0.06% | 26,998 | 26,998 | — | $77.00万 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP | $76.37万 | 0.06% | 24,819 | 8,648 | 53.5% | $26.61万 | 加仓 |
| CRVL | CORVEL CORP | $76.20万 | 0.06% | 12,188 | 12,188 | — | $76.20万 | 新建仓 |
| MCK | MCKESSON CORP | $75.86万 | 0.06% | 1,004 | 1,004 | — | $75.86万 | 新建仓 |
| COKE | COCA COLA CONS INC | $75.85万 | 0.06% | 3,973 | -1,562 | -28.2% | -$29.82万 | 减仓 |
| NEWT | NEWTEKONE INC | $75.81万 | 0.06% | 51,188 | -9,424 | -15.5% | -$13.96万 | 减仓 |
| APOG | APOGEE ENTERPRISES INC | $75.12万 | 0.06% | 16,423 | -64,077 | -79.6% | -$293.09万 | 减仓 |
| CCJ | CAMECO CORP | $75.08万 | 0.06% | 7,371 | 556 | 8.2% | $5.66万 | 加仓 |
| DHI | D R HORTON INC | $74.55万 | 0.06% | 4,577 | -35,344 | -88.5% | -$575.68万 | 减仓 |
| FSUN | FIRSTSUN CAP BANCORP | $74.40万 | 0.06% | 19,185 | 7,865 | 69.5% | $30.50万 | 加仓 |
| VMC | VULCAN MATLS CO | $74.19万 | 0.06% | 2,515 | -16,935 | -87.1% | -$499.60万 | 减仓 |
| FCCO | FIRST CMNTY CORP S C | $74.08万 | 0.06% | 22,667 | -436 | -1.9% | -$1.42万 | 减仓 |
| FULT | FULTON FINL CORP PA | $73.45万 | 0.06% | 30,364 | 30,364 | — | $73.45万 | 新建仓 |
| FMC | FMC CORP | $73.43万 | 0.06% | 63,853 | -21,948 | -25.6% | -$25.24万 | 减仓 |
| GDDY | GODADDY INC | $73.00万 | 0.06% | 8,600 | -11,279 | -56.7% | -$95.74万 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $72.58万 | 0.06% | 27,033 | 6,571 | 32.1% | $17.64万 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $72.17万 | 0.06% | 7,183 | -1,401 | -16.3% | -$14.08万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $71.71万 | 0.06% | 4,221 | -4,020 | -48.8% | -$68.29万 | 减仓 |
| PJT | PJT PARTNERS INC | $71.49万 | 0.06% | 4,736 | -855 | -15.3% | -$12.91万 | 减仓 |
| CRCT | CRICUT INC | $71.47万 | 0.06% | 162,794 | -69,988 | -30.1% | -$30.72万 | 减仓 |
| ARIS | ARIS MINING CORPORATION | $71.34万 | 0.06% | 47,846 | -27,593 | -36.6% | -$41.14万 | 减仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $71.31万 | 0.06% | 90,727 | 8,449 | 10.3% | $6.64万 | 加仓 |
| CRNC | CERENCE INC | $71.14万 | 0.06% | 62,844 | 45,896 | 270.8% | $51.95万 | 加仓 |
| IAUX | I-80 GOLD CORP | $70.88万 | 0.06% | 492,242 | 472,584 | 2,404.0% | $68.05万 | 加仓 |
| CTKB | CYTEK BIOSCIENCES INC | $70.64万 | 0.06% | 159,465 | 47,005 | 41.8% | $20.82万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $70.45万 | 0.06% | 24,607 | 24,607 | — | $70.45万 | 新建仓 |
| JACK | JACK IN THE BOX INC | $70.40万 | 0.06% | 44,526 | 44,526 | — | $70.40万 | 新建仓 |
| RDN | RADIAN GROUP INC | $70.04万 | 0.06% | 18,592 | -17,469 | -48.4% | -$65.81万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $69.94万 | 0.06% | 2,586 | 2,586 | — | $69.94万 | 新建仓 |
| ONIT | ONITY GROUP INC | $69.52万 | 0.06% | 17,489 | 3,444 | 24.5% | $13.69万 | 加仓 |
| CCBG | CAPITAL CITY BANK | $68.93万 | 0.06% | 13,947 | -5,297 | -27.5% | -$26.18万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $68.88万 | 0.06% | 70,864 | 17,180 | 32.0% | $16.70万 | 加仓 |
| BBY | BEST BUY INC | $68.77万 | 0.06% | 9,063 | -9,739 | -51.8% | -$73.90万 | 减仓 |
| METC | RAMACO RES INC | $68.47万 | 0.06% | 51,755 | 51,755 | — | $68.47万 | 新建仓 |
| STN | STANTEC INC | $68.37万 | 0.06% | 9,921 | 3,530 | 55.2% | $24.33万 | 加仓 |
| MAMA | MAMAS CREATIONS INC | $68.32万 | 0.06% | 38,272 | -10,355 | -21.3% | -$18.48万 | 减仓 |
| QTWO | Q2 HLDGS INC | $68.20万 | 0.06% | 14,179 | 6,851 | 93.5% | $32.95万 | 重新持有 |
| UCTT | ULTRA CLEAN HLDGS INC | $67.90万 | 0.06% | 4,762 | -3,400 | -41.7% | -$48.48万 | 减仓 |
| U | UNITY SOFTWARE INC | $67.85万 | 0.06% | 23,741 | 23,741 | — | $67.85万 | 新建仓 |