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 |
|---|---|---|---|---|---|---|---|---|
| LHX | L3HARRIS TECHNOLOGIES INC | $57.85万 | 0.24% | 1,676 | -638 | -27.6% | -$22.02万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $57.96万 | 0.24% | 2,944 | 2,944 | — | $57.96万 | 新建仓 |
| PHM | PULTE GROUP INC | $58.29万 | 0.24% | 4,956 | 0 | 0.0% | — | 不变 |
| CRTO | CRITEO S A | $58.66万 | 0.24% | 32,718 | 32,718 | — | $58.66万 | 新建仓 |
| MKL | MARKEL GROUP INC | $60.10万 | 0.25% | 314 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $60.12万 | 0.25% | 16,508 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $60.26万 | 0.25% | 6,252 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $61.22万 | 0.25% | 6,552 | 1,926 | 41.6% | $18.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $61.52万 | 0.25% | 1,662 | -1,280 | -43.5% | -$47.38万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $61.63万 | 0.26% | 16,300 | 8,090 | 98.5% | $30.59万 | 加仓 |
| CAT | CATERPILLAR INC | $61.92万 | 0.26% | 874 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $62.07万 | 0.26% | 22,106 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $62.24万 | 0.26% | 12,696 | 0 | 0.0% | — | 不变 |
| LAUR | LAUREATE ED INC | $62.43万 | 0.26% | 17,918 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $62.81万 | 0.26% | 8,364 | 0 | 0.0% | — | 不变 |
| GPOR | GULFPORT ENERGY CORP | $63.56万 | 0.26% | 3,004 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $63.81万 | 0.26% | 8,244 | 4,394 | 114.1% | $34.01万 | 加仓 |
| CROX | CROCS INC | $64.16万 | 0.27% | 7,728 | 4,804 | 164.3% | $39.88万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $64.43万 | 0.27% | 2,762 | 1,380 | 99.9% | $32.19万 | 加仓 |
| HTH | HILLTOP HLDGS INC | $64.45万 | 0.27% | 17,994 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $64.92万 | 0.27% | 9,846 | 2,348 | 31.3% | $15.48万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $64.94万 | 0.27% | 2,234 | 2,234 | — | $64.94万 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC | $66.75万 | 0.28% | 10,656 | 10,656 | — | $66.75万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $67.01万 | 0.28% | 3,088 | 1,098 | 55.2% | $23.83万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $67.06万 | 0.28% | 17,760 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $67.12万 | 0.28% | 4,918 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $67.44万 | 0.28% | 11,938 | -1,886 | -13.6% | -$10.65万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $67.60万 | 0.28% | 7,342 | 2,042 | 38.5% | $18.80万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $68.85万 | 0.28% | 2,038 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $69.29万 | 0.29% | 3,614 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC | $69.36万 | 0.29% | 28,036 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $70.17万 | 0.29% | 26,866 | -9,624 | -26.4% | -$25.14万 | 减仓 |
| EBAY | EBAY INC. | $70.54万 | 0.29% | 7,750 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $71.16万 | 0.29% | 1,482 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD | $71.55万 | 0.30% | 10,930 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $72.43万 | 0.30% | 10,976 | -7,618 | -41.0% | -$50.27万 | 减仓 |
| DBX | DROPBOX INC | $72.47万 | 0.30% | 31,898 | 7,540 | 31.0% | $17.13万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $72.63万 | 0.30% | 5,016 | 502 | 11.1% | $7.27万 | 加仓 |
| NTRA | NATERA INC | $72.64万 | 0.30% | 3,632 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $72.90万 | 0.30% | 12,092 | 2,834 | 30.6% | $17.09万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $73.17万 | 0.30% | 10,172 | 10 | 0.1% | $719 | 加仓 |
| CDW | CDW CORP | $73.77万 | 0.31% | 6,096 | 2,846 | 87.6% | $34.44万 | 加仓 |
| AN | AUTONATION INC | $73.93万 | 0.31% | 3,786 | 1,114 | 41.7% | $21.75万 | 加仓 |
| GOOGL | ALPHABET INC | $74.13万 | 0.31% | 2,578 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $74.96万 | 0.31% | 19,446 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $75.08万 | 0.31% | 2,216 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $75.09万 | 0.31% | 28,302 | 13,006 | 85.0% | $34.50万 | 加仓 |
| META | META PLATFORMS INC | $75.75万 | 0.31% | 1,324 | 4 | 0.3% | $2,289 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $76.59万 | 0.32% | 5,814 | 3,240 | 125.9% | $42.68万 | 加仓 |
| CSCO | CISCO SYS INC | $76.78万 | 0.32% | 9,896 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $77.32万 | 0.32% | 4,574 | 2,218 | 94.1% | $37.50万 | 加仓 |
| DINO | HF SINCLAIR CORP | $78.35万 | 0.32% | 12,558 | 12,558 | — | $78.35万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $78.39万 | 0.32% | 6,608 | -1,002 | -13.2% | -$11.89万 | 减仓 |
| TPR | TAPESTRY INC | $78.63万 | 0.33% | 5,572 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $78.98万 | 0.33% | 98,238 | 98,238 | — | $78.98万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $81.04万 | 0.34% | 5,150 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $81.97万 | 0.34% | 4,764 | 40 | 0.8% | $6,882 | 加仓 |
| ORI | OLD REP INTL CORP | $82.94万 | 0.34% | 20,786 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $84.95万 | 0.35% | 8,576 | 8,576 | — | $84.95万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $85.75万 | 0.35% | 8,716 | 8,716 | — | $85.75万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $85.86万 | 0.36% | 7,586 | 2 | 0.0% | $226 | 加仓 |
| ADSK | AUTODESK INC | $86.04万 | 0.36% | 3,594 | 1,124 | 45.5% | $26.91万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $86.10万 | 0.36% | 15,980 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $86.40万 | 0.36% | 2,962 | 2,962 | — | $86.40万 | 新建仓 |
| PEP | PEPSICO INC | $87.99万 | 0.36% | 5,666 | 5,666 | — | $87.99万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $88.19万 | 0.36% | 6,098 | 1,232 | 25.3% | $17.82万 | 加仓 |
| GWW | WW GRAINGER INC | $89.23万 | 0.37% | 818 | 450 | 122.3% | $49.09万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $89.38万 | 0.37% | 1,710 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $89.65万 | 0.37% | 2,498 | 1,180 | 89.5% | $42.35万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $89.91万 | 0.37% | 2,506 | 1,440 | 135.1% | $51.67万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $90.52万 | 0.37% | 3,190 | 1,472 | 85.7% | $41.77万 | 加仓 |
| MPC | MARATHON PETE CORP | $91.42万 | 0.38% | 3,744 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $91.81万 | 0.38% | 6,410 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $92.10万 | 0.38% | 1,192 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $92.11万 | 0.38% | 11,272 | 5,140 | 83.8% | $42.00万 | 加仓 |
| CI | THE CIGNA GROUP | $92.78万 | 0.38% | 3,478 | 932 | 36.6% | $24.86万 | 加仓 |
| NVR | NVR INC | $93.58万 | 0.39% | 142 | 78 | 121.9% | $51.40万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $94.26万 | 0.39% | 11,060 | 4,378 | 65.5% | $37.31万 | 加仓 |
| — | HOLOGIC INC | $94.44万 | 0.39% | 12,494 | 5,688 | 83.6% | $43.00万 | 重新持有 |
| TJX | TJX COS INC NEW | $94.77万 | 0.39% | 5,934 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $95.07万 | 0.39% | 41,772 | 7,480 | 21.8% | $17.02万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $95.34万 | 0.39% | 20,776 | 5,606 | 37.0% | $25.73万 | 加仓 |
| DTE | DTE ENERGY CO | $96.42万 | 0.40% | 6,594 | 2,200 | 50.1% | $32.17万 | 加仓 |
| MRK | MERCK & CO INC | $96.76万 | 0.40% | 8,044 | -7,838 | -49.4% | -$94.28万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $96.90万 | 0.40% | 12,242 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $98.41万 | 0.41% | 25,240 | 25,240 | — | $98.41万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $101.60万 | 0.42% | 12,638 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $102.64万 | 0.42% | 23,930 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $104.06万 | 0.43% | 10,380 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $105.27万 | 0.44% | 5,186 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $105.73万 | 0.44% | 6,086 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $105.81万 | 0.44% | 5,190 | 3,008 | 137.9% | $61.32万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $106.10万 | 0.44% | 7,846 | 4,600 | 141.7% | $62.21万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $107.94万 | 0.45% | 7,196 | 2,336 | 48.1% | $35.04万 | 加仓 |
| TTE | TOTALENERGIES SE | $108.32万 | 0.45% | 11,588 | 11,588 | — | $108.32万 | 新建仓 |
| TXT | TEXTRON INC | $108.40万 | 0.45% | 12,380 | 6,208 | 100.6% | $54.36万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $108.63万 | 0.45% | 258 | 54 | 26.5% | $22.74万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $108.99万 | 0.45% | 1,838 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $110.04万 | 0.46% | 5,288 | 2,968 | 127.9% | $61.76万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $111.39万 | 0.46% | 14,864 | 10,286 | 224.7% | $77.08万 | 加仓 |