B. Metzler seel. Sohn & Co. AG
FRANKFURT 2M · SEC CIK 0001847838
$107.73亿2026Q1 申报市值
712持仓数
40.9%前十大占比 · 第一大 6.3%
34 / 40新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPGI 加仓+$1.11亿
GE 加仓+$9,492.11万
FAST 加仓+$2,917.95万
MU 加仓+$2,756.56万
ABBV 加仓+$2,538.27万
2026Q1 卖出最多 按季末市值估算
CRM 减仓-$8,950.02万
PEP 减仓-$2,433.25万
BKNG 减仓-$1,512.33万
SHW 减仓-$1,350.75万
TSM 减仓-$1,346.36万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PINS | PINTEREST INC. | $26.29万 | 0.00% | 14,337 | 0 | 0.0% | — | 不变 |
| TTD | THE TRA.DESK | $24.32万 | 0.00% | 10,720 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC. | $24.25万 | 0.00% | 7,179 | -770 | -9.7% | -$2.60万 | 减仓 |
| TIMB | TIM S.A. | $24.09万 | 0.00% | 9,095 | 9,095 | — | $24.09万 | 新建仓 |
| LTM | LATAM AIRL.GRP | $22.53万 | 0.00% | 4,558 | 4,558 | — | $22.53万 | 新建仓 |
| IOT | SAMSARA INC. | $22.39万 | 0.00% | 7,065 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE INC. | $22.16万 | 0.00% | 1,980 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC. | $20.77万 | 0.00% | 7,206 | -6,694 | -48.2% | -$19.30万 | 减仓 |
| NWSA | NEWS CORP. | $20.39万 | 0.00% | 8,177 | -1,282 | -13.6% | -$3.20万 | 减仓 |
| TLK | TELKOM INDONESIA | $18.69万 | 0.00% | 10,008 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC. | $12.40万 | 0.00% | 26,946 | 0 | 0.0% | — | 不变 |
| — | WESTWATER RES INC | $2.42万 | 0.00% | 37,000 | 0 | 0.0% | — | 不变 |
| — | CLEARW.A.HLD. | $0 | 0.00% | 0 | -146,968 | -100.0% | -$354.49万 | 清仓 |
| CRL | CHARL.RIV.LAB INTL | $0 | 0.00% | 0 | -15,290 | -100.0% | -$305.00万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -16,421 | -100.0% | -$205.85万 | 清仓 |
| MOD | MODINE MFG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEN | PENUMBRA INC. | $0 | 0.00% | 0 | -6,213 | -100.0% | -$193.17万 | 清仓 |
| PRCT | PROCEPT BIOROB. | $0 | 0.00% | 0 | -59,200 | -100.0% | -$186.44万 | 清仓 |
| JEF | JEFFERIES FINL GRP | $0 | 0.00% | 0 | -25,725 | -100.0% | -$159.42万 | 清仓 |
| ARHS | ARHAUS INC. | $0 | 0.00% | 0 | -121,691 | -100.0% | -$136.42万 | 清仓 |
| QTWO | Q2 HLDGS INC. | $0 | 0.00% | 0 | -18,335 | -100.0% | -$132.31万 | 清仓 |
| KBR | KBR INC. | $0 | 0.00% | 0 | -31,514 | -100.0% | -$126.69万 | 清仓 |
| VRNS | VARONIS SYSTEMS | $0 | 0.00% | 0 | -36,629 | -100.0% | -$120.14万 | 清仓 |
| MORN | MORNINGSTAR INC. | $0 | 0.00% | 0 | -5,410 | -100.0% | -$117.56万 | 清仓 |
| BRCB | BLACK ROCK C.B. | $0 | 0.00% | 0 | -50,910 | -100.0% | -$113.27万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS | $0 | 0.00% | 0 | -38,432 | -100.0% | -$96.12万 | 清仓 |
| IDYA | IDEAYA BIOSCIENCE | $0 | 0.00% | 0 | -27,276 | -100.0% | -$94.29万 | 清仓 |
| PTCT | PTC THERAPEUTICS | $0 | 0.00% | 0 | -11,712 | -100.0% | -$88.96万 | 清仓 |
| AVTR | AVANTOR INC. | $0 | 0.00% | 0 | -75,829 | -100.0% | -$86.90万 | 清仓 |
| BXP | BXP INC. | $0 | 0.00% | 0 | -12,847 | -100.0% | -$86.69万 | 清仓 |
| YETI | YETI HOLDINGS INC | $0 | 0.00% | 0 | -19,312 | -100.0% | -$85.30万 | 清仓 |
| — | NAT.STORAGE AFFIL.TR.SBI | $0 | 0.00% | 0 | -25,185 | -100.0% | -$71.05万 | 清仓 |
| ABR | ARBOR REALTY TRUST INC | $0 | 0.00% | 0 | -79,425 | -100.0% | -$61.63万 | 清仓 |
| WTRG | ESSENTIAL UTILIC. | $0 | 0.00% | 0 | -15,556 | -100.0% | -$59.67万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -8,570 | -100.0% | -$58.62万 | 清仓 |
| SPSC | SPS COMMERCE INC. | $0 | 0.00% | 0 | -6,229 | -100.0% | -$55.52万 | 清仓 |
| CNMD | CONMED CORP. | $0 | 0.00% | 0 | -12,898 | -100.0% | -$52.37万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -4,434 | -100.0% | -$43.37万 | 清仓 |
| CELH | CELSIUS HOLDINGS INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPXC | SPX TECHNOLOGIES | $0 | 0.00% | 0 | -1,630 | -100.0% | -$32.61万 | 清仓 |
| DKNG | DRAFTKINGS INC. | $0 | 0.00% | 0 | -8,915 | -100.0% | -$30.72万 | 清仓 |
| QFIN | QFIN HOLDINGS | $0 | 0.00% | 0 | -15,883 | -100.0% | -$30.61万 | 清仓 |
| RARE | ULTRAGENYX PHARM. | $0 | 0.00% | 0 | -12,862 | -100.0% | -$29.58万 | 清仓 |
| ELS | EQUITY LIFESTYLE PPTYS INC | $0 | 0.00% | 0 | -4,615 | -100.0% | -$27.97万 | 清仓 |
| CRVL | CORVEL CORP. | $0 | 0.00% | 0 | -4,020 | -100.0% | -$27.20万 | 清仓 |
| TAL | TAL EDUCATION GR. | $0 | 0.00% | 0 | -24,765 | -100.0% | -$27.02万 | 清仓 |
| Z | ZILLOW GROUP C CAP. | $0 | 0.00% | 0 | -3,923 | -100.0% | -$26.76万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -7,967 | -100.0% | -$25.57万 | 清仓 |
| BAX | BAXTER INTL | $0 | 0.00% | 0 | -12,073 | -100.0% | -$23.07万 | 清仓 |
| FOX | FOX CORP. | $0 | 0.00% | 0 | -3,331 | -100.0% | -$21.63万 | 清仓 |
| BSY | BENTLEY SYSTEMS | $0 | 0.00% | 0 | -5,651 | -100.0% | -$21.57万 | 清仓 |
| ONT | MONTROSE ENV.GRP | $0 | 0.00% | 0 | -8,676 | -100.0% | -$21.54万 | 清仓 |
| AFG | AMER. FINL GRP | $0 | 0.00% | 0 | -1,557 | -100.0% | -$21.28万 | 清仓 |
| BAH | BOOZ ALL.HAM. | $0 | 0.00% | 0 | -2,504 | -100.0% | -$21.12万 | 清仓 |
| UAL | UTD AIRLINES HLDGS | $0 | 0.00% | 0 | — | — | — | 申报中断 |