WADDELL & ASSOCIATES, LLC
MEMPHIS TN · SEC CIK 0001776757
$20.21亿2026Q2 申报市值
545持仓数
63.3%前十大占比 · 第一大 21.2%
125 / 45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
FDXF 新建仓+$1.03亿
NVDA 加仓+$220.92万
AAPL 加仓+$170.06万
RCAT 加仓+$167.66万
AUSF 加仓+$164.71万
2026Q2 卖出最多 按季末市值估算
FDX 减仓-$994.31万
DHR 减仓-$120.44万
BKNG 减仓-$104.64万
INTC 减仓-$93.68万
FSMB 清仓-$79.21万
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 |
|---|---|---|---|---|---|---|---|---|
| FSMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -39,682 | -100.0% | -$79.21万 | 清仓 |
| TAFI | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | -31,446 | -100.0% | -$79.18万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -6,808 | -100.0% | -$72.57万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -4,189 | -100.0% | -$64.13万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,321 | -100.0% | -$52.66万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -19,645 | -100.0% | -$50.84万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -2,926 | -100.0% | -$48.27万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -5,881 | -100.0% | -$43.47万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -11,426 | -100.0% | -$42.56万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -12,999 | -100.0% | -$41.61万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,587 | -100.0% | -$37.55万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,012 | -100.0% | -$35.81万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -5,361 | -100.0% | -$34.42万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -4,006 | -100.0% | -$33.98万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -384 | -100.0% | -$33.23万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -9,333 | -100.0% | -$32.80万 | 清仓 |
| EXLS | EXLSERVICE HLDGS INC | $0 | 0.00% | 0 | -10,460 | -100.0% | -$31.85万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -602 | -100.0% | -$31.47万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -653 | -100.0% | -$30.90万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -5,370 | -100.0% | -$29.96万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -3,642 | -100.0% | -$27.43万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -2,463 | -100.0% | -$26.97万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -6,671 | -100.0% | -$26.62万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -486 | -100.0% | -$26.43万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -2,780 | -100.0% | -$26.02万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -5,836 | -100.0% | -$24.84万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -1,177 | -100.0% | -$24.00万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -8,190 | -100.0% | -$23.51万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -1,061 | -100.0% | -$23.46万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -804 | -100.0% | -$23.37万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -4,843 | -100.0% | -$22.72万 | 清仓 |
| SAM | BOSTON BEER INC | $0 | 0.00% | 0 | -914 | -100.0% | -$21.06万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,329 | -100.0% | -$20.47万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -618 | -100.0% | -$20.45万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -3,916 | -100.0% | -$20.12万 | 清仓 |
| VLY | VALLEY NATL BANCORP | $0 | 0.00% | 0 | -13,600 | -100.0% | -$16.70万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -11,228 | -100.0% | -$14.93万 | 清仓 |
| — | NAKAMOTO INC | $0 | 0.00% | 0 | -572,370 | -100.0% | -$12.64万 | 清仓 |
| NOW | SERVICENOW INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$10.46万 | 清仓 |
| GT | GOODYEAR TIRE & RUBR CO | $0 | 0.00% | 0 | -10,520 | -100.0% | -$6.97万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,932 | -100.0% | -$6.54万 | 清仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $0 | 0.00% | 0 | -12,266 | -100.0% | -$5.68万 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION | $0 | 0.00% | 0 | -14,989 | -100.0% | -$5.43万 | 清仓 |
| BMBL | BUMBLE INC | $0 | 0.00% | 0 | -14,738 | -100.0% | -$4.80万 | 清仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $0 | 0.00% | 0 | -11,682 | -100.0% | -$4.10万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION 看涨期权 | $7,779 | 0.00% | 100 | 100 | — | $7,779 | 新建仓 |
| — | DATAVAULT AI INC | $8,294 | 0.00% | 23,696 | 0 | 0.0% | — | 不变 |
| — | ALIGHT INC | $8,626 | 0.00% | 15,404 | -6,858 | -30.8% | -$3,840 | 减仓 |
| — | BEYOND MEAT INC | $9,949 | 0.00% | 13,265 | -14,518 | -52.3% | -$1.09万 | 减仓 |
| — | BEELINE HOLDINGS INC | $3.78万 | 0.00% | 31,000 | 0 | 0.0% | — | 不变 |
| — | GOSSAMER BIO INC | $4.31万 | 0.00% | 261,798 | 194,246 | 287.6% | $3.20万 | 加仓 |
| — | EAGLE POINT CR CO | $5.61万 | 0.00% | 15,073 | 622 | 4.3% | $2,314 | 加仓 |
| — | NAKAMOTO INC | $5.65万 | 0.00% | 14,308 | 14,308 | — | $5.65万 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $5.75万 | 0.00% | 11,150 | -21,073 | -65.4% | -$10.87万 | 减仓 |
| BUR | BURFORD CAPITAL LIMITED | $7.37万 | 0.00% | 17,979 | 17,979 | — | $7.37万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $7.96万 | 0.00% | 13,466 | 13,466 | — | $7.96万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $9.27万 | 0.00% | 16,185 | 16,185 | — | $9.27万 | 新建仓 |
| TDUP | THREDUP INC | $9.47万 | 0.00% | 13,832 | 13,832 | — | $9.47万 | 新建仓 |
| BLMN | BLOOMIN BRANDS INC | $9.62万 | 0.00% | 10,526 | 10,526 | — | $9.62万 | 新建仓 |
| — | ACV AUCTIONS INC | $9.73万 | 0.00% | 13,531 | 13,531 | — | $9.73万 | 新建仓 |
| FMC | FMC CORP | $11.57万 | 0.01% | 10,063 | -856 | -7.8% | -$9,844 | 减仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $12.88万 | 0.01% | 19,731 | 5,474 | 38.4% | $3.57万 | 加仓 |
| AVTR | AVANTOR INC | $13.49万 | 0.01% | 13,624 | 13,624 | — | $13.49万 | 新建仓 |
| — | CROSS TIMBERS RTY TR | $14.39万 | 0.01% | 15,914 | 144 | 0.9% | $1,302 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $14.94万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL | $15.13万 | 0.01% | 23,277 | 4,039 | 21.0% | $2.63万 | 加仓 |
| BHVN | BIOHAVEN LTD | $15.40万 | 0.01% | 10,351 | 10,351 | — | $15.40万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $16.18万 | 0.01% | 20,480 | 20,480 | — | $16.18万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $16.96万 | 0.01% | 15,987 | 15,987 | — | $16.96万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $19.18万 | 0.01% | 21,920 | -624 | -2.8% | -$5,460 | 减仓 |
| IVW | ISHARES TR | $20.04万 | 0.01% | 1,457 | -614 | -29.6% | -$8.44万 | 减仓 |
| DXCM | DEXCOM INC | $20.04万 | 0.01% | 2,976 | 2,976 | — | $20.04万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.11万 | 0.01% | 692 | 692 | — | $20.11万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $20.19万 | 0.01% | 838 | 838 | — | $20.19万 | 新建仓 |
| ETSY | ETSY INC | $20.23万 | 0.01% | 2,686 | -957 | -26.3% | -$7.21万 | 重新持有 |
| FLS | FLOWSERVE CORP | $20.29万 | 0.01% | 2,736 | -421 | -13.3% | -$3.12万 | 减仓 |
| VRNS | VARONIS SYS INC | $20.29万 | 0.01% | 4,836 | 4,836 | — | $20.29万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $20.41万 | 0.01% | 3,528 | -131 | -3.6% | -$7,577 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $20.48万 | 0.01% | 727 | -19 | -2.5% | -$5,352 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $20.49万 | 0.01% | 3,342 | 3,342 | — | $20.49万 | 新建仓 |
| BRKR | BRUKER CORP | $20.58万 | 0.01% | 3,420 | 3,420 | — | $20.58万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $20.63万 | 0.01% | 1,223 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $20.63万 | 0.01% | 2,280 | -3,190 | -58.3% | -$28.87万 | 减仓 |
| ALB | ALBEMARLE CORP | $20.65万 | 0.01% | 1,529 | -223 | -12.7% | -$3.01万 | 减仓 |
| NEU | NEWMARKET CORP | $20.73万 | 0.01% | 262 | 262 | — | $20.73万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.89万 | 0.01% | 933 | 933 | — | $20.89万 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $21.00万 | 0.01% | 4,330 | -1,240 | -22.3% | -$6.01万 | 减仓 |
| CRWV | COREWEAVE INC | $21.01万 | 0.01% | 2,111 | 2,111 | — | $21.01万 | 新建仓 |
| IEX | IDEX CORP | $21.24万 | 0.01% | 936 | 936 | — | $21.24万 | 新建仓 |
| WWD | WOODWARD INC | $21.31万 | 0.01% | 501 | -302 | -37.6% | -$12.85万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $21.35万 | 0.01% | 1,690 | -333 | -16.5% | -$4.21万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $21.35万 | 0.01% | 631 | 631 | — | $21.35万 | 新建仓 |
| VICR | VICOR CORP | $21.38万 | 0.01% | 563 | 563 | — | $21.38万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $21.51万 | 0.01% | 720 | 720 | — | $21.51万 | 新建仓 |
| WRB | BERKLEY W R CORP | $21.93万 | 0.01% | 3,110 | 3,110 | — | $21.93万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $21.95万 | 0.01% | 1,954 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $22.03万 | 0.01% | 7,291 | -33 | -0.5% | -$997 | 重新持有 |
| SPYG | SPDR SERIES TRUST | $22.06万 | 0.01% | 1,854 | 1,854 | — | $22.06万 | 新建仓 |
| IVV | ISHARES TR | $22.09万 | 0.01% | 295 | 295 | — | $22.09万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $22.22万 | 0.01% | 1,942 | -2,195 | -53.1% | -$25.11万 | 减仓 |