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 |
|---|---|---|---|---|---|---|---|---|
| ECO | OKEANIS ECO TANKERS COR | $409.81万 | 0.05% | 81,765 | 43,318 | 112.7% | $217.11万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $409.38万 | 0.05% | 19,795 | 818 | 4.3% | $16.92万 | 重新持有 |
| LZB | LA Z BOY INC | $408.04万 | 0.05% | 101,704 | 54,057 | 113.5% | $216.88万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $407.94万 | 0.05% | 117,664 | 102,755 | 689.2% | $356.25万 | 加仓 |
| FLNC | FLUENCE ENERGY INC | $407.31万 | 0.05% | 204,885 | 93,359 | 83.7% | $185.60万 | 加仓 |
| MWH | SOLV ENERGY INC | $406.91万 | 0.05% | 119,504 | 119,504 | — | $406.91万 | 新建仓 |
| ARMK | ARAMARK | $406.88万 | 0.05% | 71,508 | 28,538 | 66.4% | $162.38万 | 加仓 |
| SAP | SAP SE | $406.80万 | 0.05% | 26,397 | 12,071 | 84.3% | $186.03万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $406.06万 | 0.05% | 50,374 | -25,280 | -33.4% | -$203.78万 | 减仓 |
| RGEN | REPLIGEN CORP | $405.38万 | 0.05% | 29,711 | 3,184 | 12.0% | $43.44万 | 加仓 |
| RACE | FERRARI N V | $404.05万 | 0.05% | 10,853 | -5,861 | -35.1% | -$218.20万 | 减仓 |
| LEN | LENNAR CORP | $403.21万 | 0.05% | 44,558 | -28,001 | -38.6% | -$253.38万 | 减仓 |
| EMBJ | EMBRAER S.A. | $402.99万 | 0.05% | 63,165 | 29,291 | 86.5% | $186.88万 | 加仓 |
| VB | VANGUARD INDEX FDS | $402.45万 | 0.05% | 13,277 | 13,277 | — | $402.45万 | 新建仓 |
| MMS | MAXIMUS INC | $401.05万 | 0.05% | 74,600 | 26,500 | 55.1% | $142.46万 | 加仓 |
| PDD | PDD HOLDINGS INC | $399.26万 | 0.05% | 52,341 | -41,426 | -44.2% | -$316.00万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $397.65万 | 0.05% | 26,839 | 8,591 | 47.1% | $127.28万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $396.98万 | 0.05% | 84,393 | 84,393 | — | $396.98万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $396.39万 | 0.05% | 26,251 | 26,251 | — | $396.39万 | 新建仓 |
| LB | LANDBRIDGE COMPANY LLC | $396.16万 | 0.05% | 49,995 | 45,549 | 1,024.5% | $360.93万 | 加仓 |
| CURB | CURBLINE PPTYS CORP | $394.07万 | 0.05% | 129,629 | 84,642 | 188.1% | $257.31万 | 加仓 |
| TPB | TURNING PT BRANDS INC | $394.02万 | 0.05% | 46,459 | 20,647 | 80.0% | $175.11万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $393.67万 | 0.05% | 195,178 | 1,230 | 0.6% | $2.48万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $393.13万 | 0.05% | 52,551 | 8,700 | 19.8% | $65.08万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $392.09万 | 0.05% | 109,982 | 66,843 | 154.9% | $238.30万 | 重新持有 |
| POWI | POWER INTEGRATIONS INC | $391.64万 | 0.05% | 46,758 | 13,513 | 40.6% | $113.18万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $391.30万 | 0.05% | 39,410 | -69,970 | -64.0% | -$694.73万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $388.57万 | 0.05% | 11,285 | 11,285 | — | $388.57万 | 新建仓 |
| — | ATKORE INC | $386.52万 | 0.05% | 50,831 | 45,021 | 774.9% | $342.34万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $385.50万 | 0.05% | 40,506 | 20,326 | 100.7% | $193.44万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $384.76万 | 0.05% | 13,747 | 8,801 | 177.9% | $246.33万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $384.66万 | 0.05% | 61,301 | 9,410 | 18.1% | $59.05万 | 加仓 |
| SXI | STANDEX INTL CORP | $384.60万 | 0.05% | 10,753 | -4,385 | -29.0% | -$156.84万 | 减仓 |
| VTR | VENTAS INC | $384.21万 | 0.05% | 43,267 | 39,163 | 954.3% | $347.77万 | 重新持有 |
| UNF | UNIFIRST CORP MASS | $384.10万 | 0.05% | 14,524 | 3,089 | 27.0% | $81.69万 | 加仓 |
| QTWO | Q2 HLDGS INC | $383.51万 | 0.05% | 79,732 | 67,568 | 555.5% | $325.00万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $383.48万 | 0.05% | 23,905 | 16,860 | 239.3% | $270.47万 | 加仓 |
| LAD | LITHIA MTRS INC | $383.27万 | 0.05% | 13,194 | 3,453 | 35.4% | $100.31万 | 加仓 |
| UPBD | UPBOUND GROUP INC | $382.64万 | 0.05% | 180,319 | 154,387 | 595.4% | $327.61万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $382.24万 | 0.05% | 147,812 | 117,038 | 380.3% | $302.66万 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $382.11万 | 0.05% | 43,890 | 13,604 | 44.9% | $118.44万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $381.64万 | 0.05% | 33,990 | -6,136 | -15.3% | -$68.90万 | 减仓 |
| P | EVERPURE INC | $381.50万 | 0.05% | 48,420 | 28,595 | 144.2% | $225.30万 | 重新持有 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $381.01万 | 0.05% | 212,619 | 201,525 | 1,816.5% | $361.13万 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $380.53万 | 0.05% | 356,306 | -5,455 | -1.5% | -$5.83万 | 减仓 |
| PHVS | PHARVARIS N V | $379.55万 | 0.05% | 109,760 | 54,829 | 99.8% | $189.60万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $379.37万 | 0.05% | 22,493 | 14,023 | 165.6% | $236.51万 | 重新持有 |
| ARX | ACCELERANT HOLDINGS | $377.87万 | 0.05% | 322,417 | 84,748 | 35.7% | $99.32万 | 加仓 |
| BMA | BANCO MACRO S A | $377.55万 | 0.05% | 40,776 | -8,135 | -16.6% | -$75.32万 | 减仓 |
| SDRL | SEADRILL LTD | $376.86万 | 0.05% | 99,646 | 45,669 | 84.6% | $172.72万 | 加仓 |
| SBUX | STARBUCKS CORP | $376.83万 | 0.05% | 36,875 | -88,749 | -70.6% | -$906.93万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $376.32万 | 0.05% | 59,498 | 41,316 | 227.2% | $261.32万 | 加仓 |
| ACM | AECOM | $376.05万 | 0.05% | 53,875 | 39,363 | 271.2% | $274.75万 | 加仓 |
| TWLO | TWILIO INC | $376.02万 | 0.05% | 18,224 | 2,390 | 15.1% | $49.31万 | 重新持有 |
| SONO | SONOS INC | $375.96万 | 0.05% | 277,868 | -83,245 | -23.1% | -$112.63万 | 减仓 |
| ECHO | ECHOSTAR CORP | $375.94万 | 0.05% | 37,038 | 34,120 | 1,169.3% | $346.32万 | 加仓 |
| PRAA | PRA GROUP INC | $375.85万 | 0.05% | 197,919 | 103,868 | 110.4% | $197.25万 | 加仓 |
| COO | COOPER COS INC | $375.04万 | 0.05% | 52,299 | 29,806 | 132.5% | $213.74万 | 加仓 |
| AXGN | AXOGEN INC | $374.88万 | 0.05% | 81,160 | 69,777 | 613.0% | $322.30万 | 加仓 |
| HTH | HILLTOP HLDGS INC | $374.30万 | 0.05% | 96,518 | 36,098 | 59.7% | $139.99万 | 加仓 |
| XYL | XYLEM INC | $373.66万 | 0.05% | 31,610 | -16,582 | -34.4% | -$196.02万 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $373.23万 | 0.05% | 16,174 | 7,714 | 91.2% | $178.01万 | 加仓 |
| DMC | DEL MONTE CORP | $373.08万 | 0.05% | 133,671 | 117,660 | 734.9% | $328.39万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $372.84万 | 0.05% | 112,098 | 102,306 | 1,044.8% | $340.27万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $372.58万 | 0.05% | 223,099 | -65,007 | -22.6% | -$108.56万 | 减仓 |
| CAVA | CAVA GROUP INC | $372.55万 | 0.05% | 47,471 | 39,598 | 503.0% | $310.77万 | 加仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $372.49万 | 0.05% | 648,939 | 648,939 | — | $372.49万 | 新建仓 |
| SPNT | SIRIUSPOINT LTD | $372.35万 | 0.05% | 155,144 | 61,956 | 66.5% | $148.69万 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $372.20万 | 0.05% | 123,083 | 104,571 | 564.9% | $316.22万 | 加仓 |
| INTA | INTAPP INC | $371.28万 | 0.05% | 147,275 | 61,920 | 72.5% | $156.10万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $370.87万 | 0.05% | 80,923 | 46,725 | 136.6% | $214.14万 | 加仓 |
| CUBE | CUBESMART | $369.93万 | 0.05% | 93,017 | 66,945 | 256.8% | $266.24万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $369.76万 | 0.05% | 118,285 | 104,190 | 739.2% | $325.70万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $369.75万 | 0.05% | 172,780 | 142,457 | 469.8% | $304.86万 | 加仓 |
| TNC | TENNANT CO | $369.69万 | 0.05% | 42,231 | 2,505 | 6.3% | $21.93万 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $369.25万 | 0.05% | 70,507 | -58,513 | -45.4% | -$306.43万 | 减仓 |
| INGM | INGRAM MICRO HLDG CORP | $369.13万 | 0.05% | 134,573 | 116,377 | 639.6% | $319.22万 | 加仓 |
| DJCO | DAILY JOURNAL CORP | $368.89万 | 0.05% | 6,136 | -3,716 | -37.7% | -$223.40万 | 减仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $368.73万 | 0.05% | 116,135 | 20,029 | 20.8% | $63.59万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $367.63万 | 0.05% | 148,177 | -30,118 | -16.9% | -$74.72万 | 减仓 |
| SOLV | SOLVENTUM CORP | $366.86万 | 0.05% | 47,551 | 44,045 | 1,256.3% | $339.81万 | 加仓 |
| GNW | GENWORTH FINL INC | $366.00万 | 0.05% | 386,480 | 142,059 | 58.1% | $134.53万 | 加仓 |
| CARS | CARS COM INC | $365.64万 | 0.05% | 334,220 | -28,465 | -7.8% | -$31.14万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $365.18万 | 0.05% | 30,626 | -20,854 | -40.5% | -$248.66万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $365.16万 | 0.05% | 41,214 | -9,524 | -18.8% | -$84.38万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $364.91万 | 0.05% | 35,339 | 22,414 | 173.4% | $231.45万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $364.78万 | 0.05% | 70,996 | 53,141 | 297.6% | $273.04万 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $364.25万 | 0.05% | 162,758 | 138,373 | 567.5% | $309.68万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $364.06万 | 0.05% | 27,472 | 153 | 0.6% | $2.03万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $363.81万 | 0.05% | 17,213 | 11,344 | 193.3% | $239.77万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $363.12万 | 0.05% | 63,918 | 55,372 | 647.9% | $314.57万 | 加仓 |
| SM | SM ENERGY COMPANY | $362.77万 | 0.05% | 138,993 | 129,793 | 1,410.8% | $338.76万 | 加仓 |
| EVR | EVERCORE INC | $362.68万 | 0.05% | 10,622 | -21,727 | -67.2% | -$741.85万 | 减仓 |
| TNK | TEEKAY TANKERS LTD | $362.43万 | 0.05% | 55,870 | 21,851 | 64.2% | $141.75万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $361.16万 | 0.05% | 31,823 | 21,995 | 223.8% | $249.62万 | 加仓 |
| COCO | VITA COCO CO INC | $360.96万 | 0.05% | 54,575 | 19,527 | 55.7% | $129.15万 | 加仓 |
| CTS | CTS CORP | $360.61万 | 0.05% | 55,317 | 32,906 | 146.8% | $214.51万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $360.35万 | 0.05% | 121,168 | 103,775 | 596.6% | $308.63万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $358.22万 | 0.05% | 58,428 | 49,641 | 564.9% | $304.35万 | 加仓 |
| KMPR | KEMPER CORP | $357.09万 | 0.05% | 132,450 | 98,145 | 286.1% | $264.60万 | 加仓 |