XTX Topco Ltd
LONDON X0 · SEC CIK 0001828301
$77.23亿2026Q2 申报市值
4,087持仓数
3.8%前十大占比 · 第一大 0.5%
741 / 845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
CVX 加仓+$3,664.92万
BRK/B 加仓+$3,060.14万
QQQ 加仓+$2,625.19万
NFLX 重新持有+$2,563.93万
PEP 重新持有+$2,548.08万
2026Q2 卖出最多 按季末市值估算
EWY 清仓-$3,540.93万
DELL 减仓-$3,138.09万
SPY 减仓-$3,083.19万
ARM 减仓-$2,969.10万
DIA 清仓-$2,463.99万
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 |
|---|---|---|---|---|---|---|---|---|
| BR | BROADRIDGE FINL SOLUTIONS IN | $560.74万 | 0.07% | 40,945 | 5,246 | 14.7% | $71.84万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $561.21万 | 0.07% | 56,877 | 20,907 | 58.1% | $206.29万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $562.04万 | 0.07% | 47,546 | 24,251 | 104.1% | $286.67万 | 加仓 |
| FLS | FLOWSERVE CORP | $562.79万 | 0.07% | 75,889 | -12,752 | -14.4% | -$94.57万 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $563.19万 | 0.07% | 209,677 | 115,971 | 123.8% | $311.50万 | 加仓 |
| IT | GARTNER INC | $564.97万 | 0.07% | 43,587 | 11,887 | 37.5% | $154.08万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $566.25万 | 0.07% | 43,865 | 23,741 | 118.0% | $306.47万 | 加仓 |
| KEX | KIRBY CORP | $569.35万 | 0.07% | 41,873 | 39,020 | 1,367.7% | $530.55万 | 加仓 |
| FN | FABRINET | $570.06万 | 0.07% | 10,142 | 7,079 | 231.1% | $397.90万 | 加仓 |
| FRVO | FERVO ENERGY CO | $571.16万 | 0.07% | 195,402 | 195,402 | — | $571.16万 | 新建仓 |
| NU | NU HLDGS LTD | $573.73万 | 0.07% | 429,438 | 419,318 | 4,143.5% | $560.21万 | 加仓 |
| PSMT | PRICESMART INC | $574.26万 | 0.07% | 29,398 | 23,321 | 383.8% | $455.55万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $576.68万 | 0.07% | 235,958 | -105,460 | -30.9% | -$257.74万 | 减仓 |
| GATX | GATX CORP | $580.60万 | 0.08% | 32,767 | 27,222 | 490.9% | $482.35万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $583.42万 | 0.08% | 23,696 | 22,557 | 1,980.4% | $555.38万 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $583.72万 | 0.08% | 226,953 | 148,386 | 188.9% | $381.65万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $584.15万 | 0.08% | 80,751 | 71,623 | 784.7% | $518.12万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $585.75万 | 0.08% | 57,208 | 7,036 | 14.0% | $72.04万 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA | $587.62万 | 0.08% | 129,232 | 96,273 | 292.1% | $437.75万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $587.79万 | 0.08% | 27,137 | 7,496 | 38.2% | $162.36万 | 加仓 |
| AMRZ | AMRIZE LTD | $588.90万 | 0.08% | 110,488 | 51,773 | 88.2% | $275.95万 | 重新持有 |
| ROKU | ROKU INC | $589.61万 | 0.08% | 42,682 | 35,009 | 456.3% | $483.61万 | 加仓 |
| BOH | BANK HAWAII CORP | $590.20万 | 0.08% | 72,426 | 52,768 | 268.4% | $430.01万 | 加仓 |
| TRU | TRANSUNION | $590.59万 | 0.08% | 81,867 | 77,211 | 1,658.3% | $557.00万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $591.95万 | 0.08% | 167,264 | -88,167 | -34.5% | -$312.02万 | 减仓 |
| CACI | CACI INTL INC | $592.69万 | 0.08% | 12,794 | 10,991 | 609.6% | $509.17万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $592.89万 | 0.08% | 18,672 | 15,227 | 442.0% | $483.50万 | 加仓 |
| TER | TERADYNE INC | $594.11万 | 0.08% | 12,279 | 9,977 | 433.4% | $482.73万 | 加仓 |
| MKC | MCCORMICK & CO INC | $594.17万 | 0.08% | 117,845 | -36,390 | -23.6% | -$183.48万 | 减仓 |
| ESAB | ESAB CORPORATION | $594.55万 | 0.08% | 60,281 | -137 | -0.2% | -$1.35万 | 减仓 |
| D | DOMINION ENERGY INC | $594.69万 | 0.08% | 87,083 | -16,470 | -15.9% | -$112.47万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $595.78万 | 0.08% | 20,125 | 19,290 | 2,310.2% | $571.06万 | 加仓 |
| ALC | ALCON AG | $596.79万 | 0.08% | 88,940 | 43,011 | 93.6% | $288.60万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $598.75万 | 0.08% | 95,130 | 43,496 | 84.2% | $273.76万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $599.45万 | 0.08% | 74,912 | 70,132 | 1,467.2% | $561.20万 | 重新持有 |
| VGNT | VERSIGENT PLC | $599.73万 | 0.08% | 142,759 | 142,759 | — | $599.73万 | 新建仓 |
| UNP | UNION PAC CORP | $600.98万 | 0.08% | 22,095 | -28,120 | -56.0% | -$764.86万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $601.11万 | 0.08% | 139,695 | 105,003 | 302.7% | $451.83万 | 加仓 |
| AYI | ACUITY INC | $602.17万 | 0.08% | 15,987 | 5,270 | 49.2% | $198.50万 | 加仓 |
| EBAY | EBAY INC. | $602.90万 | 0.08% | 53,951 | -3,650 | -6.3% | -$40.79万 | 减仓 |
| COR | CENCORA INC | $604.70万 | 0.08% | 21,369 | 9,130 | 74.6% | $258.36万 | 加仓 |
| CRAI | CRA INTL INC | $605.24万 | 0.08% | 42,533 | 22,887 | 116.5% | $325.68万 | 加仓 |
| ALB | ALBEMARLE CORP | $609.21万 | 0.08% | 45,117 | 26,195 | 138.4% | $353.71万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $610.22万 | 0.08% | 56,319 | 45,896 | 440.3% | $497.28万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $610.29万 | 0.08% | 32,033 | 20,187 | 170.4% | $384.60万 | 加仓 |
| DTE | DTE ENERGY CO | $614.13万 | 0.08% | 40,305 | 34,259 | 566.6% | $522.00万 | 重新持有 |
| LOGI | LOGITECH INTL S A | $616.13万 | 0.08% | 65,518 | 47,450 | 262.6% | $446.22万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $618.08万 | 0.08% | 42,626 | 14,118 | 49.5% | $204.71万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $618.70万 | 0.08% | 61,330 | 61,330 | — | $618.70万 | 新建仓 |
| GTLB | GITLAB INC | $618.82万 | 0.08% | 202,692 | 130,272 | 179.9% | $397.72万 | 加仓 |
| IYW | ISHARES TR | $619.70万 | 0.08% | 24,569 | 24,569 | — | $619.70万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $627.00万 | 0.08% | 4,908 | 3,365 | 218.1% | $429.88万 | 重新持有 |
| ORA | ORMAT TECHNOLOGIES INC | $628.89万 | 0.08% | 57,749 | 47,032 | 438.9% | $512.18万 | 加仓 |
| PNR | PENTAIR PLC | $629.12万 | 0.08% | 82,066 | 51,412 | 167.7% | $394.12万 | 重新持有 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $629.40万 | 0.08% | 564,480 | 442,745 | 363.7% | $493.66万 | 重新持有 |
| NET | CLOUDFLARE INC | $632.70万 | 0.08% | 25,795 | -46,347 | -64.2% | -$1,136.80万 | 减仓 |
| MIAX | MIAMI INTL HLDGS INC | $634.90万 | 0.08% | 170,856 | 141,689 | 485.8% | $526.52万 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $635.39万 | 0.08% | 134,816 | 56,904 | 73.0% | $268.19万 | 重新持有 |
| INSM | INSMED INC | $636.13万 | 0.08% | 59,663 | 55,001 | 1,179.8% | $586.42万 | 加仓 |
| IDXX | IDEXX LABS INC | $636.83万 | 0.08% | 12,097 | 7,612 | 169.7% | $400.73万 | 加仓 |
| POST | POST HLDGS INC | $637.21万 | 0.08% | 72,197 | -2,189 | -2.9% | -$19.32万 | 减仓 |
| ONON | ON HLDG AG | $637.94万 | 0.08% | 180,108 | -39,156 | -17.9% | -$138.69万 | 减仓 |
| OGS | ONE GAS INC | $640.20万 | 0.08% | 83,067 | 64,260 | 341.7% | $495.25万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $640.90万 | 0.08% | 17,076 | 9,332 | 120.5% | $350.25万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $643.77万 | 0.08% | 63,689 | 17,510 | 37.9% | $176.99万 | 加仓 |
| SEB | SEABOARD CORP DEL | $649.56万 | 0.08% | 1,455 | 1,357 | 1,384.7% | $605.81万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $649.75万 | 0.08% | 215,362 | 93,183 | 76.3% | $281.13万 | 加仓 |
| RTX | RTX CORPORATION | $650.41万 | 0.08% | 34,281 | 31,056 | 963.0% | $589.23万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $654.12万 | 0.08% | 245,358 | 108,775 | 79.6% | $289.99万 | 加仓 |
| ELF | E L F BEAUTY INC | $655.90万 | 0.08% | 88,635 | 50,826 | 134.4% | $376.11万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $656.57万 | 0.09% | 53,254 | 48,130 | 939.3% | $593.39万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $659.09万 | 0.09% | 41,116 | 35,010 | 573.4% | $561.21万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $659.99万 | 0.09% | 125,354 | 119,058 | 1,891.0% | $626.84万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $662.46万 | 0.09% | 721,634 | 659,427 | 1,060.1% | $605.35万 | 加仓 |
| EMN | EASTMAN CHEM CO | $662.73万 | 0.09% | 98,944 | 23,594 | 31.3% | $158.03万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $663.51万 | 0.09% | 49,468 | 31,984 | 182.9% | $429.00万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $663.72万 | 0.09% | 106,966 | -21,753 | -16.9% | -$134.98万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $668.25万 | 0.09% | 81,923 | 66,251 | 422.7% | $540.41万 | 加仓 |
| MSA | MSA SAFETY INC | $670.63万 | 0.09% | 38,414 | 25,351 | 194.1% | $442.58万 | 加仓 |
| INGR | INGREDION INC | $672.61万 | 0.09% | 71,018 | 42,894 | 152.5% | $406.25万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $672.97万 | 0.09% | 1,154,325 | 1,040,865 | 917.4% | $606.82万 | 加仓 |
| TENB | TENABLE HLDGS INC | $673.00万 | 0.09% | 182,484 | -115,189 | -38.7% | -$424.82万 | 减仓 |
| RS | RELIANCE INC | $676.25万 | 0.09% | 18,101 | 8,516 | 88.8% | $318.16万 | 重新持有 |
| FRPT | FRESHPET INC | $676.73万 | 0.09% | 114,468 | 53,571 | 88.0% | $316.71万 | 加仓 |
| DXCM | DEXCOM INC | $677.02万 | 0.09% | 100,522 | 57,084 | 131.4% | $384.46万 | 加仓 |
| SRE | SEMPRA | $677.14万 | 0.09% | 73,038 | 48,730 | 200.5% | $451.78万 | 加仓 |
| STEP | STEPSTONE GROUP INC | $678.36万 | 0.09% | 164,013 | 78,823 | 92.5% | $326.01万 | 加仓 |
| TSN | TYSON FOODS INC | $679.66万 | 0.09% | 118,718 | 105,426 | 793.2% | $603.56万 | 加仓 |
| VNT | VONTIER CORPORATION | $682.75万 | 0.09% | 235,430 | 141,383 | 150.3% | $410.01万 | 加仓 |
| CPA | COPA HOLDINGS SA | $683.87万 | 0.09% | 43,959 | -29,698 | -40.3% | -$462.01万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $686.44万 | 0.09% | 122,886 | 5,924 | 5.1% | $33.09万 | 加仓 |
| F | FORD MTR CO | $687.78万 | 0.09% | 494,808 | 255,299 | 106.6% | $354.87万 | 加仓 |
| CYTK | CYTOKINETICS INC | $687.85万 | 0.09% | 80,743 | 56,890 | 238.5% | $484.65万 | 加仓 |
| TS | TENARIS S A | $691.72万 | 0.09% | 124,656 | 110,319 | 769.5% | $612.16万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $693.24万 | 0.09% | 145,181 | 64,400 | 79.7% | $307.51万 | 重新持有 |
| BCO | BRINKS CO | $694.74万 | 0.09% | 73,525 | 25,172 | 52.1% | $237.85万 | 加仓 |
| GDX | VANECK ETF TRUST | $695.56万 | 0.09% | 92,188 | 87,540 | 1,883.4% | $660.49万 | 重新持有 |
| FAST | FASTENAL CO | $696.67万 | 0.09% | 145,048 | 74,502 | 105.6% | $357.83万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $697.14万 | 0.09% | 18,328 | 15,975 | 678.9% | $607.64万 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $700.45万 | 0.09% | 35,805 | 28,206 | 371.2% | $551.79万 | 加仓 |