DigitalBridge Group, Inc.
Boca Raton FL · SEC CIK 0001679688
$16.71亿2026Q2 申报市值
61持仓数
43.5%前十大占比 · 第一大 6.8%
8 / 11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
AMT 新建仓+$8,257.72万
AXON 新建仓+$6,328.95万
TMUS 新建仓+$5,064.59万
ENTG 加仓+$1,741.15万
DOX 加仓+$1,585.90万
2026Q2 卖出最多 按季末市值估算
T 清仓-$8,639.11万
HPE 减仓-$5,541.77万
STX 减仓-$5,123.57万
SBAC 减仓-$4,640.63万
BE 减仓-$4,141.39万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC | $1.13亿 | 6.78% | 108,695 | -28,308 | -20.7% | -$2,950.80万 | 减仓 |
| DOX | AMDOCS LTD | $9,035.80万 | 5.41% | 1,787,852 | 313,792 | 21.3% | $1,585.90万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $8,257.72万 | 4.94% | 504,843 | 504,843 | — | $8,257.72万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $6,934.55万 | 4.15% | 408,203 | -93,896 | -18.7% | -$1,595.11万 | 减仓 |
| AMZN | AMAZON COM INC | $6,623.59万 | 3.96% | 277,905 | -21,533 | -7.2% | -$513.22万 | 减仓 |
| CIEN | CIENA CORP | $6,375.02万 | 3.82% | 129,954 | -2,127 | -1.6% | -$104.34万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $6,328.95万 | 3.79% | 112,894 | 112,894 | — | $6,328.95万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $6,069.92万 | 3.63% | 181,289 | -25,501 | -12.3% | -$853.82万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $5,917.55万 | 3.54% | 323,169 | -20,687 | -6.0% | -$378.80万 | 减仓 |
| SMTC | SEMTECH CORP | $5,846.22万 | 3.50% | 361,212 | -199,899 | -35.6% | -$3,235.37万 | 减仓 |
| IRM | IRON MTN INC DEL | $5,773.96万 | 3.46% | 457,126 | -46,895 | -9.3% | -$592.33万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $5,651.27万 | 3.38% | 320,258 | -262,985 | -45.1% | -$4,640.63万 | 减仓 |
| ENTG | ENTEGRIS INC | $5,424.42万 | 3.25% | 301,591 | 96,806 | 47.3% | $1,741.15万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $5,393.85万 | 3.23% | 62,861 | -5,166 | -7.6% | -$443.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,312.89万 | 3.18% | 265,525 | -38,685 | -12.7% | -$774.05万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $5,310.11万 | 3.18% | 55,027 | -53,094 | -49.1% | -$5,123.57万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5,134.70万 | 3.07% | 1,138,261 | -1,228,502 | -51.9% | -$5,541.77万 | 减仓 |
| TMUS | T-MOBILE US INC | $5,064.59万 | 3.03% | 301,949 | 301,949 | — | $5,064.59万 | 新建仓 |
| WMG | WARNER MUSIC GROUP CORP | $4,814.86万 | 2.88% | 1,778,671 | 226,137 | 14.6% | $612.15万 | 加仓 |
| NFLX | NETFLIX INC. | $4,694.15万 | 2.81% | 657,444 | 169,919 | 34.9% | $1,213.22万 | 加仓 |
| DIS | DISNEY WALT CO | $4,444.13万 | 2.66% | 461,728 | 19,103 | 4.3% | $183.87万 | 加仓 |
| PWR | QUANTA SVCS INC | $3,997.16万 | 2.39% | 55,513 | -33,271 | -37.5% | -$2,395.65万 | 减仓 |
| BE | BLOOM ENERGY CORP | $3,796.92万 | 2.27% | 125,435 | -136,815 | -52.2% | -$4,141.39万 | 减仓 |
| CRM | SALESFORCE INC | $3,789.86万 | 2.27% | 241,916 | 6,582 | 2.8% | $103.11万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $3,157.04万 | 1.89% | 1,285,964 | 277,989 | 27.6% | $682.46万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $2,948.13万 | 1.76% | 908,269 | -220,917 | -19.6% | -$717.07万 | 减仓 |
| INVH | INVITATION HOMES INC | $1,772.42万 | 1.06% | 586,700 | -115,000 | -16.4% | -$347.42万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $1,592.30万 | 0.95% | 275,961 | -71,939 | -20.7% | -$415.09万 | 减仓 |
| GLPI | GAMING & LEISURE P | $1,558.55万 | 0.93% | 350,000 | 4,000 | 1.2% | $17.81万 | 加仓 |
| JAN | JANUS LIVING INC | $1,555.70万 | 0.93% | 541,300 | 129,367 | 31.4% | $371.80万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $1,264.39万 | 0.76% | 309,900 | 83,500 | 36.9% | $340.68万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $1,255.73万 | 0.75% | 66,550 | 61,550 | 1,231.0% | $1,161.39万 | 加仓 |
| CPT | CAMDEN PPTY TR | $871.27万 | 0.52% | 76,100 | -10,700 | -12.3% | -$122.50万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $848.49万 | 0.51% | 131,000 | -2,900 | -2.2% | -$18.78万 | 减仓 |
| MAC | MACERICH CO | $742.35万 | 0.44% | 294,700 | -128,300 | -30.3% | -$323.19万 | 减仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $723.70万 | 0.43% | 259,204 | 61,904 | 31.4% | $172.84万 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $698.86万 | 0.42% | 188,831 | 108,031 | 133.7% | $399.82万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $637.14万 | 0.38% | 43,850 | 43,850 | — | $637.14万 | 新建仓 |
| CIGI | COLLIERS INTL GROUP INC | $623.70万 | 0.37% | 66,500 | -2,800 | -4.0% | -$26.26万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $592.15万 | 0.35% | 182,200 | 182,200 | — | $592.15万 | 新建仓 |
| PSTL | POSTAL REALTY TRUST INC | $586.58万 | 0.35% | 238,061 | 11,490 | 5.1% | $28.31万 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $474.68万 | 0.28% | 88,100 | -159,000 | -64.3% | -$856.69万 | 减仓 |
| PLD | PROLOGIS INC. | $447.05万 | 0.27% | 33,000 | 20,650 | 167.2% | $279.75万 | 加仓 |
| PLD | PROLOGIS INC. 看涨期权 | $438.92万 | 0.26% | 32,400 | 0 | 0.0% | — | 不变 |
| XRN | CHIRON REAL ESTATE INC | $423.65万 | 0.25% | 112,913 | 112,913 | — | $423.65万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $406.77万 | 0.24% | 78,000 | 78,000 | — | $406.77万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $262.19万 | 0.16% | 14,600 | -36,400 | -71.4% | -$653.67万 | 减仓 |
| — | EPR PPTYS | $196.97万 | 0.12% | 62,000 | -6,114 | -9.0% | -$19.42万 | 减仓 |
| — | EPR PPTYS | $192.15万 | 0.12% | 75,000 | -44,398 | -37.2% | -$113.75万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $187.18万 | 0.11% | 12,000 | -3,300 | -21.6% | -$51.47万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $174.18万 | 0.10% | 8,600 | -200 | -2.3% | -$4.05万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $148.78万 | 0.09% | 4,800 | 800 | 20.0% | $24.80万 | 加仓 |
| O | REALTY INCOME CORP 看跌期权 | $146.23万 | 0.09% | 23,600 | -5,400 | -18.6% | -$33.46万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $143.08万 | 0.09% | 22,200 | 11,600 | 109.4% | $74.76万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $137.95万 | 0.08% | 22,500 | 3,600 | 19.0% | $22.07万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW 看跌期权 | $111.83万 | 0.07% | 5,000 | -2,600 | -34.2% | -$58.15万 | 减仓 |
| NN | NEXTNAV INC | $103.41万 | 0.06% | 58,000 | -61,500 | -51.5% | -$109.65万 | 减仓 |
| NVR | NVR INC | $95.39万 | 0.06% | 140 | 140 | — | $95.39万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $87.52万 | 0.05% | 10,100 | 1,100 | 12.2% | $9.53万 | 加仓 |
| STWD | STARWOOD PPTY TR INC 看跌期权 | $73.38万 | 0.04% | 44,800 | 0 | 0.0% | — | 不变 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $52.94万 | 0.03% | 14,600 | -72,950 | -83.3% | -$264.52万 | 减仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -2,980,032 | -100.0% | -$8,639.11万 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -174,562 | -100.0% | -$3,520.04万 | 清仓 |
| CCOI | COGENT COMM HOLDINGS INC | $0 | 0.00% | 0 | -1,142,952 | -100.0% | -$2,153.32万 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -251,050 | -100.0% | -$920.10万 | 清仓 |
| KRG | KITE REALTY GROUP TRUST | $0 | 0.00% | 0 | -207,900 | -100.0% | -$510.39万 | 清仓 |
| — | WHITESTONE REIT | $0 | 0.00% | 0 | -283,000 | -100.0% | -$457.05万 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -6,850 | -100.0% | -$135.43万 | 清仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $0 | 0.00% | 0 | -45,582 | -100.0% | -$133.42万 | 清仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $0 | 0.00% | 0 | -213,427 | -100.0% | -$121.23万 | 清仓 |
| — | KIMCO REALTY CORP | $0 | 0.00% | 0 | -11,000 | -100.0% | -$65.72万 | 清仓 |
| IWM | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$37.20万 | 清仓 |