Aristotle Atlantic Partners, LLC
SARASOTA FL · SEC CIK 0001697267
$24.12亿2026Q2 申报市值
117持仓数
44.2%前十大占比 · 第一大 9.4%
4 / 7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
AMD 加仓+$5,114.45万
MU 新建仓+$1,419.66万
ORCL 加仓+$1,204.86万
AMAT 加仓+$1,036.27万
COHR 加仓+$832.88万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$1,538.11万
APH 减仓-$1,472.92万
NVDA 减仓-$1,379.04万
CRWD 减仓-$1,353.43万
AAPL 减仓-$1,339.39万
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 |
|---|---|---|---|---|---|---|---|---|
| DAR | DARLING INGREDIENTS INC | $3,187.51万 | 1.32% | 583,580 | -151,946 | -20.7% | -$829.93万 | 减仓 |
| LLY | ELI LILLY & CO | $3,343.65万 | 1.39% | 27,877 | -503 | -1.8% | -$60.33万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,579.18万 | 1.48% | 71,389 | 347 | 0.5% | $17.40万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $3,692.92万 | 1.53% | 117,388 | 718 | 0.6% | $22.59万 | 加仓 |
| CB | CHUBB LIMITED | $3,700.04万 | 1.53% | 108,588 | 2,761 | 2.6% | $94.08万 | 加仓 |
| — | EXXON MOBIL CORP | $3,842.65万 | 1.59% | 281,060 | 23,578 | 9.2% | $322.36万 | 加仓 |
| ADI | ANALOG DEVICES INC | $3,931.23万 | 1.63% | 98,981 | -9,251 | -8.5% | -$367.42万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $3,943.61万 | 1.64% | 1,838,513 | 124,167 | 7.2% | $266.34万 | 加仓 |
| TECH | BIO-TECHNE CORP | $4,659.63万 | 1.93% | 659,537 | 46,711 | 7.6% | $330.01万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $5,115.39万 | 2.12% | 104,149 | 3,102 | 3.1% | $152.36万 | 加仓 |
| V | VISA INC | $5,249.78万 | 2.18% | 153,015 | -3,009 | -1.9% | -$103.24万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,605.90万 | 2.32% | 96,502 | 88,042 | 1,040.7% | $5,114.45万 | 加仓 |
| META | META PLATFORMS INC | $5,660.84万 | 2.35% | 100,496 | -1,316 | -1.3% | -$74.13万 | 减仓 |
| AME | AMETEK INC | $5,844.98万 | 2.42% | 241,588 | -2,068 | -0.8% | -$50.03万 | 减仓 |
| GH | GUARDANT HEALTH INC | $6,643.57万 | 2.75% | 442,816 | -2,714 | -0.6% | -$40.72万 | 减仓 |
| MRK | MERCK & CO INC | $7,022.35万 | 2.91% | 546,486 | -6,000 | -1.1% | -$77.10万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $7,126.64万 | 2.95% | 217,720 | 3,287 | 1.5% | $107.59万 | 加仓 |
| AMAT | APPLIED MATLS INC | $8,047.62万 | 3.34% | 111,309 | 14,333 | 14.8% | $1,036.27万 | 加仓 |
| AVGO | BROADCOM INC | $9,015.41万 | 3.74% | 238,661 | -15,426 | -6.1% | -$582.72万 | 减仓 |
| AMZN | AMAZON COM INC | $9,754.73万 | 4.04% | 409,278 | -10,363 | -2.5% | -$246.99万 | 减仓 |
| AAPL | APPLE INC | $1.12亿 | 4.66% | 388,154 | -46,288 | -10.7% | -$1,339.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.14亿 | 4.73% | 305,595 | -41,234 | -11.9% | -$1,538.11万 | 减仓 |
| GOOGL | ALPHABET INC | $1.37亿 | 5.67% | 382,883 | 1,935 | 0.5% | $69.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.28亿 | 9.44% | 1,137,598 | -68,921 | -5.7% | -$1,379.04万 | 减仓 |