Delta Global Management LP
New York NY · SEC CIK 0001992724
$9.22亿2026Q2 申报市值
149持仓数
33.7%前十大占比 · 第一大 5.4%
53 / 71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
ROST 加仓+$2,663.67万
STX 加仓+$2,642.36万
MS 新建仓+$1,996.77万
V 加仓+$1,996.51万
NOW 新建仓+$1,740.62万
2026Q2 卖出最多 按季末市值估算
SCHW 清仓-$5,013.77万
SNDK 减仓-$4,999.93万
C 减仓-$4,145.92万
PANW 减仓-$3,711.87万
SPOT 清仓-$3,480.64万
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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -6,050 | -100.0% | -$163.71万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -4,567 | -100.0% | -$143.47万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -11,930 | -100.0% | -$137.65万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -1,893 | -100.0% | -$129.15万 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -20,243 | -100.0% | -$122.69万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -9,994 | -100.0% | -$117.17万 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -2,745 | -100.0% | -$99.86万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -10,263 | -100.0% | -$99.01万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -5,521 | -100.0% | -$95.73万 | 清仓 |
| FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | -18,303 | -100.0% | -$92.98万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -7,116 | -100.0% | -$89.86万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -14,212 | -100.0% | -$84.01万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -6,193 | -100.0% | -$83.85万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -2,877 | -100.0% | -$50.24万 | 清仓 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | -8,414 | -100.0% | -$46.51万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -3,431 | -100.0% | -$45.74万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -4,079 | -100.0% | -$37.58万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -1,680 | -100.0% | -$36.39万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -201 | -100.0% | -$23.30万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -4,112 | -100.0% | -$20.74万 | 清仓 |