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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $54.12万 | 0.02% | 2,500 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $51.89万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $50.79万 | 0.02% | 14,960 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $50.54万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $47.61万 | 0.02% | 1,942 | 0 | 0.0% | — | 不变 |
| OLMA | OLEMA PHARMACEUTICALS INC | $45.67万 | 0.02% | 36,509 | 11,556 | 46.3% | $14.46万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $42.44万 | 0.02% | 4,677 | -5,050 | -51.9% | -$45.82万 | 减仓 |
| TXN | TEXAS INSTRS INC | $40.24万 | 0.02% | 1,350 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $36.91万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $35.73万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $34.11万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $33.15万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $31.59万 | 0.01% | 6,000 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $31.59万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $26.94万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $25.38万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $20.47万 | 0.01% | 800 | 0 | 0.0% | — | 重新持有 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -19,362 | -100.0% | -$767.66万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -16,961 | -100.0% | -$201.19万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -4,491 | -100.0% | -$109.63万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -1,500 | -100.0% | -$36.67万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -1,400 | -100.0% | -$29.18万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$21.13万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -2,300 | -100.0% | -$20.79万 | 清仓 |