denkapparat Operations GmbH
BERLIN 2M · SEC CIK 0001999514
$2.42亿2026Q1 申报市值
333持仓数
9.4%前十大占比 · 第一大 1.1%
66 / 21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
ERIC 新建仓+$250.71万
LOGI 新建仓+$243.84万
ASML 加仓+$230.35万
CB 新建仓+$225.41万
ALV 新建仓+$208.05万
2026Q1 卖出最多 按季末市值估算
MRK 减仓-$94.28万
LRCX 减仓-$88.28万
FCX 清仓-$87.57万
NEM 减仓-$62.46万
D 清仓-$58.75万
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 |
|---|---|---|---|---|---|---|---|---|
| — | SUPERNUS PHARMACEUTICALS | $32.06万 | 0.13% | 6,202 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $32.87万 | 0.14% | 2,748 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $32.96万 | 0.14% | 3,884 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $33.44万 | 0.14% | 2,288 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $33.63万 | 0.14% | 1,118 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $33.70万 | 0.14% | 41,302 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $33.71万 | 0.14% | 4,026 | 4,026 | — | $33.71万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $34.01万 | 0.14% | 2,984 | 2,984 | — | $34.01万 | 新建仓 |
| CVSA | COVISTA INC | $34.09万 | 0.14% | 2,958 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $34.15万 | 0.14% | 1,032 | 120 | 13.2% | $3.97万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $34.20万 | 0.14% | 766 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $34.35万 | 0.14% | 1,270 | -1,038 | -45.0% | -$28.08万 | 减仓 |
| PJT | PJT PARTNERS INC | $34.48万 | 0.14% | 2,468 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $34.57万 | 0.14% | 1,540 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $34.73万 | 0.14% | 3,470 | 3,470 | — | $34.73万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $34.77万 | 0.14% | 1,774 | 1,774 | — | $34.77万 | 新建仓 |
| GE | GE AEROSPACE | $35.24万 | 0.15% | 1,242 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $35.36万 | 0.15% | 2,794 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $35.52万 | 0.15% | 8,850 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $35.91万 | 0.15% | 1,756 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $36.16万 | 0.15% | 1,084 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $36.19万 | 0.15% | 3,002 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $36.27万 | 0.15% | 6,294 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $36.34万 | 0.15% | 9,792 | 4,894 | 99.9% | $18.16万 | 加仓 |
| OC | OWENS CORNING NEW | $36.54万 | 0.15% | 3,376 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $36.63万 | 0.15% | 2,972 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $36.72万 | 0.15% | 2,240 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $37.33万 | 0.15% | 548 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $37.36万 | 0.15% | 1,086 | 1,086 | — | $37.36万 | 新建仓 |
| RTX | RTX CORPORATION | $37.46万 | 0.16% | 1,942 | -1,354 | -41.1% | -$26.12万 | 减仓 |
| SYY | SYSCO CORP | $39.02万 | 0.16% | 5,470 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP | $39.15万 | 0.16% | 6,722 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $39.38万 | 0.16% | 4,082 | 452 | 12.5% | $4.36万 | 加仓 |
| NEU | NEWMARKET CORP | $39.48万 | 0.16% | 616 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $39.60万 | 0.16% | 4,214 | 4,214 | — | $39.60万 | 新建仓 |
| TRMD | TORM PLC | $39.65万 | 0.16% | 14,212 | 14,212 | — | $39.65万 | 新建仓 |
| NTAP | NETAPP INC | $39.83万 | 0.16% | 3,890 | 0 | 0.0% | — | 不变 |
| FIBK | FIRST INTST BANCSYSTEM INC | $39.98万 | 0.17% | 11,970 | 11,970 | — | $39.98万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $40.33万 | 0.17% | 4,142 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $40.54万 | 0.17% | 1,116 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $41.10万 | 0.17% | 832 | 832 | — | $41.10万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $41.11万 | 0.17% | 4,250 | 4,250 | — | $41.11万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $41.30万 | 0.17% | 2,880 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $41.35万 | 0.17% | 9,604 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $41.37万 | 0.17% | 3,876 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $41.49万 | 0.17% | 15,804 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE | $41.51万 | 0.17% | 4,670 | 4,670 | — | $41.51万 | 新建仓 |
| NTR | NUTRIEN LTD | $41.52万 | 0.17% | 5,502 | 0 | 0.0% | — | 不变 |
| GFF | GRIFFON CORP | $41.54万 | 0.17% | 5,716 | 2,128 | 59.3% | $15.47万 | 加仓 |
| WU | WESTERN UN CO | $41.63万 | 0.17% | 47,688 | 19,982 | 72.1% | $17.44万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $41.96万 | 0.17% | 6,700 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING IN | $42.26万 | 0.17% | 14,374 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $42.26万 | 0.17% | 1,742 | -708 | -28.9% | -$17.18万 | 减仓 |
| GVA | GRANITE CONSTR INC | $42.32万 | 0.18% | 3,530 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $42.43万 | 0.18% | 8,700 | -8,000 | -47.9% | -$39.02万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $42.47万 | 0.18% | 2,574 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $42.74万 | 0.18% | 8,912 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $42.76万 | 0.18% | 1,526 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $42.79万 | 0.18% | 1,732 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $42.88万 | 0.18% | 4,138 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $42.94万 | 0.18% | 10,090 | 6,030 | 148.5% | $25.66万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $43.40万 | 0.18% | 2,048 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $43.94万 | 0.18% | 1,800 | 1,138 | 171.9% | $27.78万 | 加仓 |
| EAT | BRINKER INTL INC | $44.00万 | 0.18% | 3,082 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $44.12万 | 0.18% | 23,914 | 4,576 | 23.7% | $8.44万 | 加仓 |
| DB | DEUTSCHE BK AG | $44.26万 | 0.18% | 15,254 | 15,254 | — | $44.26万 | 新建仓 |
| MCO | MOODYS CORP | $44.76万 | 0.19% | 1,026 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $45.25万 | 0.19% | 1,378 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $45.42万 | 0.19% | 1,022 | -366 | -26.4% | -$16.27万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $45.99万 | 0.19% | 244 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $46.17万 | 0.19% | 4,880 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $46.30万 | 0.19% | 1,532 | 566 | 58.6% | $17.11万 | 重新持有 |
| PODD | INSULET CORP | $46.58万 | 0.19% | 2,220 | 1,102 | 98.6% | $23.12万 | 加仓 |
| CMI | CUMMINS INC | $46.59万 | 0.19% | 866 | -436 | -33.5% | -$23.46万 | 减仓 |
| DOCU | DOCUSIGN INC | $46.66万 | 0.19% | 9,842 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $47.23万 | 0.20% | 3,740 | -2,012 | -35.0% | -$25.41万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $47.27万 | 0.20% | 946 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $47.30万 | 0.20% | 6,286 | -5,300 | -45.7% | -$39.88万 | 减仓 |
| IDXX | IDEXX LABS INC | $47.42万 | 0.20% | 844 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $47.53万 | 0.20% | 2,182 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $49.12万 | 0.20% | 2,528 | 2,528 | — | $49.12万 | 新建仓 |
| AGCO | AGCO CORP | $50.43万 | 0.21% | 4,352 | 4,352 | — | $50.43万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $50.54万 | 0.21% | 3,198 | 1,384 | 76.3% | $21.87万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $50.95万 | 0.21% | 2,700 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $51.11万 | 0.21% | 1,746 | -586 | -25.1% | -$17.16万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $52.08万 | 0.22% | 5,068 | 5,068 | — | $52.08万 | 新建仓 |
| GGG | GRACO INC | $52.09万 | 0.22% | 6,154 | 6,154 | — | $52.09万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $52.57万 | 0.22% | 3,380 | 434 | 14.7% | $6.75万 | 加仓 |
| — | APELLIS PHARMACEUTICALS INC | $53.64万 | 0.22% | 13,334 | 13,334 | — | $53.64万 | 新建仓 |
| INGR | INGREDION INC | $54.23万 | 0.22% | 4,814 | 0 | 0.0% | — | 不变 |
| INVA | INNOVIVA INC | $54.59万 | 0.23% | 23,428 | 0 | 0.0% | — | 不变 |
| ANF | ABERCROMBIE & FITCH CO | $55.24万 | 0.23% | 6,046 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $55.29万 | 0.23% | 13,554 | 13,554 | — | $55.29万 | 新建仓 |
| T | AT&T INC | $55.77万 | 0.23% | 19,236 | 19,236 | — | $55.77万 | 新建仓 |
| PATH | UIPATH INC | $56.03万 | 0.23% | 50,482 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $56.22万 | 0.23% | 10,498 | 10,498 | — | $56.22万 | 新建仓 |
| WWD | WOODWARD INC | $56.34万 | 0.23% | 1,574 | 1,574 | — | $56.34万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $56.55万 | 0.23% | 9,218 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $57.27万 | 0.24% | 2,306 | 2,306 | — | $57.27万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $57.45万 | 0.24% | 4,908 | 0 | 0.0% | — | 不变 |