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 |
|---|---|---|---|---|---|---|---|---|
| CMBT | CMB.TECH NV | $355.82万 | 0.05% | 254,338 | -113,029 | -30.8% | -$158.13万 | 减仓 |
| EE | EXCELERATE ENERGY INC | $355.76万 | 0.05% | 93,647 | 28,693 | 44.2% | $109.00万 | 加仓 |
| XME | SPDR SERIES TRUST | $355.42万 | 0.05% | 33,239 | 29,446 | 776.3% | $314.87万 | 加仓 |
| MIDD | MIDDLEBY CORP | $354.99万 | 0.05% | 20,638 | -21,906 | -51.5% | -$376.81万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $354.68万 | 0.05% | 46,662 | -15,840 | -25.3% | -$120.40万 | 减仓 |
| NVT | NVENT ELEC PLC | $353.98万 | 0.05% | 20,870 | 14,398 | 222.5% | $244.20万 | 加仓 |
| BURL | BURLINGTON STORES INC | $352.60万 | 0.05% | 11,130 | 5,725 | 105.9% | $181.37万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $352.43万 | 0.05% | 42,765 | -61,052 | -58.8% | -$503.13万 | 减仓 |
| SKYW | SKYWEST INC | $351.84万 | 0.05% | 35,421 | -5,810 | -14.1% | -$57.71万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $351.50万 | 0.05% | 90,222 | 43,579 | 93.4% | $169.78万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $351.23万 | 0.05% | 41,953 | 13,281 | 46.3% | $111.19万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $350.29万 | 0.05% | 72,463 | 44,193 | 156.3% | $213.63万 | 加仓 |
| NOK | NOKIA CORP | $350.23万 | 0.05% | 263,728 | -213,659 | -44.8% | -$283.74万 | 减仓 |
| IMVT | IMMUNOVANT INC | $349.69万 | 0.05% | 90,758 | -112,271 | -55.3% | -$432.58万 | 减仓 |
| VMI | VALMONT INDS INC | $349.56万 | 0.05% | 6,052 | 5,293 | 697.4% | $305.72万 | 加仓 |
| VC | VISTEON CORP | $349.46万 | 0.05% | 35,224 | 30,444 | 636.9% | $302.03万 | 加仓 |
| FBK | FB FINL CORP | $348.54万 | 0.05% | 62,971 | 22,506 | 55.6% | $124.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $348.40万 | 0.05% | 9,340 | -10,245 | -52.3% | -$382.16万 | 减仓 |
| WULF | TERAWULF INC | $348.33万 | 0.05% | 141,024 | 129,139 | 1,086.6% | $318.97万 | 重新持有 |
| NTB | BANK OF N T BUTTERFIELD & SO | $347.67万 | 0.05% | 58,432 | 23,042 | 65.1% | $137.10万 | 加仓 |
| GPC | GENUINE PARTS CO | $347.43万 | 0.04% | 29,448 | 29,448 | — | $347.43万 | 新建仓 |
| NWN | NORTHWEST NAT HLDG CO | $347.17万 | 0.04% | 70,764 | 40,757 | 135.8% | $199.95万 | 加仓 |
| SMTC | SEMTECH CORP | $345.99万 | 0.04% | 21,377 | -14,256 | -40.0% | -$230.73万 | 减仓 |
| SOBO | SOUTH BOW CORP | $345.94万 | 0.04% | 98,168 | 65,722 | 202.6% | $231.60万 | 重新持有 |
| BOOT | BOOT BARN HLDGS INC | $344.80万 | 0.04% | 20,990 | -18,451 | -46.8% | -$303.09万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $344.07万 | 0.04% | 63,858 | 63,858 | — | $344.07万 | 新建仓 |
| TBBB | BBB FOODS INC | $343.80万 | 0.04% | 82,505 | 43,949 | 114.0% | $183.14万 | 加仓 |
| AIN | ALBANY INTL CORP | $343.73万 | 0.04% | 46,138 | -23,646 | -33.9% | -$176.16万 | 减仓 |
| SII | SPROTT INC | $343.63万 | 0.04% | 30,586 | 30,586 | — | $343.63万 | 新建仓 |
| ABEV | AMBEV SA | $343.38万 | 0.04% | 1,093,579 | 321,560 | 41.7% | $100.97万 | 加仓 |
| AAT | AMERICAN ASSETS TR INC | $343.18万 | 0.04% | 138,997 | 28,876 | 26.2% | $71.29万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $343.11万 | 0.04% | 35,755 | 32,691 | 1,066.9% | $313.70万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $342.72万 | 0.04% | 254,622 | 254,622 | — | $342.72万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $342.06万 | 0.04% | 31,837 | 21,312 | 202.5% | $228.98万 | 加仓 |
| MNDY | MONDAY COM LTD | $341.77万 | 0.04% | 47,213 | 16,677 | 54.6% | $120.72万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $340.87万 | 0.04% | 1,644 | 1,394 | 557.6% | $289.03万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $340.83万 | 0.04% | 201,436 | 147,454 | 273.2% | $249.49万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $340.52万 | 0.04% | 22,926 | 20,077 | 704.7% | $298.20万 | 加仓 |
| ARGX | ARGENX SE | $340.49万 | 0.04% | 3,670 | -627 | -14.6% | -$58.17万 | 重新持有 |
| IFS | INTERCORP FINL SVCS INC | $340.23万 | 0.04% | 59,732 | 35,776 | 149.3% | $203.78万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $339.57万 | 0.04% | 22,336 | -36,567 | -62.1% | -$555.93万 | 减仓 |
| GLNG | GOLAR LNG LTD | $339.55万 | 0.04% | 68,127 | -4,512 | -6.2% | -$22.49万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $338.96万 | 0.04% | 138,352 | 59,090 | 74.6% | $144.77万 | 重新持有 |
| CNS | COHEN & STEERS INC | $338.63万 | 0.04% | 44,475 | -4,547 | -9.3% | -$34.62万 | 减仓 |
| DOW | DOW HLDGS INC | $337.82万 | 0.04% | 123,473 | -260,779 | -67.9% | -$713.49万 | 减仓 |
| FMC | FMC CORP | $337.02万 | 0.04% | 293,062 | 221,341 | 308.6% | $254.54万 | 加仓 |
| MOAT | VANECK ETF TRUST | $336.81万 | 0.04% | 32,398 | 24,122 | 291.5% | $250.77万 | 加仓 |
| EXEL | EXELIXIS INC | $336.46万 | 0.04% | 61,837 | -72,576 | -54.0% | -$394.89万 | 减仓 |
| HLF | HERBALIFE LTD | $336.22万 | 0.04% | 255,679 | 194,973 | 321.2% | $256.39万 | 加仓 |
| TXNM | TXNM ENERGY INC | $335.34万 | 0.04% | 59,059 | -19,089 | -24.4% | -$108.39万 | 减仓 |
| BANR | BANNER CORP | $335.14万 | 0.04% | 50,443 | 41,845 | 486.7% | $278.02万 | 加仓 |
| VRSN | VERISIGN INC | $334.73万 | 0.04% | 13,306 | 12,359 | 1,305.1% | $310.90万 | 加仓 |
| CARG | CARGURUS INC | $334.70万 | 0.04% | 98,180 | -47,752 | -32.7% | -$162.79万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $334.26万 | 0.04% | 60,885 | -179,934 | -74.7% | -$987.84万 | 减仓 |
| FE | FIRSTENERGY CORP | $334.21万 | 0.04% | 70,301 | 64,554 | 1,123.3% | $306.89万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $333.74万 | 0.04% | 7,269 | -1,108 | -13.2% | -$50.87万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $333.69万 | 0.04% | 705,469 | 667,249 | 1,745.8% | $315.61万 | 加仓 |
| SKM | SK TELECOM CO LTD | $333.64万 | 0.04% | 103,743 | 58,709 | 130.4% | $188.81万 | 加仓 |
| CNMD | CONMED CORP | $333.04万 | 0.04% | 101,755 | 23,671 | 30.3% | $77.48万 | 加仓 |
| PKG | PACKAGING CORP AMER | $333.04万 | 0.04% | 13,977 | -14,219 | -50.4% | -$338.81万 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $332.91万 | 0.04% | 61,925 | 26,914 | 76.9% | $144.69万 | 加仓 |
| PAM | PAMPA ENERGIA SA | $332.31万 | 0.04% | 40,462 | 27,932 | 222.9% | $229.41万 | 加仓 |
| BL | BLACKLINE INC | $331.23万 | 0.04% | 118,000 | -29,170 | -19.8% | -$81.88万 | 减仓 |
| ATR | APTARGROUP INC | $330.67万 | 0.04% | 26,411 | -872 | -3.2% | -$10.92万 | 减仓 |
| BTU | PEABODY ENGR CORP | $330.42万 | 0.04% | 142,914 | 6,121 | 4.5% | $14.15万 | 加仓 |
| NOVT | NOVANTA INC | $329.83万 | 0.04% | 20,330 | 9,796 | 93.0% | $158.93万 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $329.35万 | 0.04% | 32,235 | -67,887 | -67.8% | -$693.60万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $329.09万 | 0.04% | 10,862 | 1,131 | 11.6% | $34.27万 | 加仓 |
| ZYME | ZYMEWORKS INC | $329.04万 | 0.04% | 125,877 | -18,005 | -12.5% | -$47.07万 | 减仓 |
| — | CHART INDS INC | $328.50万 | 0.04% | 15,722 | -11,992 | -43.3% | -$250.56万 | 减仓 |
| BANF | BANCFIRST CORP | $327.88万 | 0.04% | 29,504 | 29,504 | — | $327.88万 | 新建仓 |
| GEV | GE VERNOVA INC | $327.67万 | 0.04% | 2,789 | -299 | -9.7% | -$35.13万 | 减仓 |
| U | UNITY SOFTWARE INC | $327.50万 | 0.04% | 114,589 | -15,447 | -11.9% | -$44.15万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $327.02万 | 0.04% | 12,025 | -878 | -6.8% | -$23.88万 | 重新持有 |
| LTM | LATAM AIRLINES GROUP SA | $326.84万 | 0.04% | 56,091 | 30,265 | 117.2% | $176.35万 | 加仓 |
| RKT | ROCKET COS INC | $326.82万 | 0.04% | 207,504 | 90,161 | 76.8% | $142.00万 | 加仓 |
| SHAK | SHAKE SHACK INC | $326.39万 | 0.04% | 58,263 | 46,770 | 406.9% | $262.01万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $326.08万 | 0.04% | 60,632 | 10,125 | 20.0% | $54.45万 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $324.93万 | 0.04% | 64,985 | 45,338 | 230.8% | $226.69万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $324.89万 | 0.04% | 68,140 | -92,510 | -57.6% | -$441.09万 | 减仓 |
| WAB | WABTEC | $324.65万 | 0.04% | 12,042 | -4,489 | -27.2% | -$121.02万 | 减仓 |
| TQQQ | PROSHARES TR | $324.36万 | 0.04% | 40,045 | 6,065 | 17.8% | $49.13万 | 加仓 |
| FIG | FIGMA INC | $324.32万 | 0.04% | 179,279 | 123,407 | 220.9% | $223.24万 | 加仓 |
| HCC | WARRIOR MET COAL INC | $323.93万 | 0.04% | 39,913 | 29,260 | 274.7% | $237.47万 | 加仓 |
| CNC | CENTENE CORP DEL | $323.40万 | 0.04% | 50,381 | -78,402 | -60.9% | -$503.26万 | 减仓 |
| BTBT | BIT DIGITAL INC | $323.09万 | 0.04% | 1,794,936 | 939,868 | 109.9% | $169.18万 | 加仓 |
| IDU | ISHARES TR | $321.81万 | 0.04% | 28,079 | 28,079 | — | $321.81万 | 新建仓 |
| TNDM | TANDEM DIABETES CARE INC | $321.38万 | 0.04% | 212,976 | 152,155 | 250.2% | $229.60万 | 加仓 |
| MTN | VAIL RESORTS INC | $321.31万 | 0.04% | 23,600 | -16,780 | -41.6% | -$228.46万 | 减仓 |
| SRAD | SPORTRADAR GROUP AG | $320.87万 | 0.04% | 214,345 | 100,459 | 88.2% | $150.39万 | 加仓 |
| RDW | REDWIRE CORPORATION | $320.39万 | 0.04% | 261,974 | 250,757 | 2,235.5% | $306.68万 | 重新持有 |
| AVTR | AVANTOR INC | $320.29万 | 0.04% | 323,521 | -45,972 | -12.4% | -$45.51万 | 减仓 |
| CIB | GRUPO CIBEST SA | $320.16万 | 0.04% | 40,307 | -7,850 | -16.3% | -$62.35万 | 减仓 |
| SATL | SATELLOGIC INC | $319.47万 | 0.04% | 558,522 | 148,556 | 36.2% | $84.97万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $319.28万 | 0.04% | 240,783 | 31,211 | 14.9% | $41.39万 | 重新持有 |
| WYNN | WYNN RESORTS LTD | $319.04万 | 0.04% | 32,860 | 12,281 | 59.7% | $119.24万 | 加仓 |
| ALG | ALAMO GROUP INC | $318.67万 | 0.04% | 19,373 | 6,564 | 51.2% | $107.97万 | 加仓 |
| LFUS | LITTELFUSE INC | $318.55万 | 0.04% | 6,996 | 6,127 | 705.1% | $278.98万 | 加仓 |
| EIG | EMPLOYERS HLDGS INC | $318.03万 | 0.04% | 63,002 | 7,398 | 13.3% | $37.35万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $317.78万 | 0.04% | 77,755 | 18,110 | 30.4% | $74.02万 | 加仓 |