denkapparat Operations GmbH
BERLIN 2M · SEC CIK 0001999514
$3.06亿2026Q2 申报市值
383持仓数
8.3%前十大占比 · 第一大 1.3%
81 / 41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
DLTR 新建仓+$135.13万
BP 新建仓+$135.06万
TDG 新建仓+$122.55万
KO 新建仓+$117.58万
LHX 加仓+$115.07万
2026Q2 卖出最多 按季末市值估算
ERIC 减仓-$170.10万
DVN 清仓-$146.71万
KLAC 减仓-$133.30万
PNC 清仓-$110.04万
LOGI 减仓-$97.75万
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 |
|---|---|---|---|---|---|---|---|---|
| EXEL | EXELIXIS INC | $180.38万 | 0.59% | 33,152 | 9,222 | 38.5% | $50.18万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $182.16万 | 0.60% | 16,826 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $183.37万 | 0.60% | 38,572 | 12,824 | 49.8% | $60.97万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $184.23万 | 0.60% | 5,944 | 1,182 | 24.8% | $36.64万 | 加仓 |
| BYD | BOYD GAMING CORP | $185.02万 | 0.60% | 20,946 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $185.41万 | 0.61% | 35,370 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $190.15万 | 0.62% | 16,368 | -3,416 | -17.3% | -$39.68万 | 减仓 |
| ADBE | ADOBE INC | $198.95万 | 0.65% | 9,704 | 1,740 | 21.8% | $35.67万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $199.46万 | 0.65% | 1,728 | -310 | -15.2% | -$35.78万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $201.04万 | 0.66% | 46,558 | 21,538 | 86.1% | $93.00万 | 加仓 |
| NEM | NEWMONT CORP | $202.08万 | 0.66% | 21,636 | 4,872 | 29.1% | $45.50万 | 加仓 |
| INCY | INCYTE CORP | $202.80万 | 0.66% | 17,890 | 1,654 | 10.2% | $18.75万 | 加仓 |
| EME | EMCOR GROUP INC | $203.82万 | 0.67% | 2,456 | 552 | 29.0% | $45.81万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $204.33万 | 0.67% | 35,462 | 4,680 | 15.2% | $26.97万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $209.57万 | 0.68% | 5,916 | 1,620 | 37.7% | $57.39万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $210.75万 | 0.69% | 85,844 | 13,872 | 19.3% | $34.06万 | 加仓 |
| KR | KROGER CO | $215.27万 | 0.70% | 38,766 | 17,558 | 82.8% | $97.50万 | 加仓 |
| FIX | COMFORT SYS USA INC | $220.39万 | 0.72% | 1,112 | -134 | -10.8% | -$26.56万 | 减仓 |
| EIX | EDISON INTL | $220.40万 | 0.72% | 29,604 | 4,972 | 20.2% | $37.02万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $242.79万 | 0.79% | 12,134 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $251.17万 | 0.82% | 10,556 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $283.83万 | 0.93% | 6,550 | -1,664 | -20.3% | -$72.11万 | 减仓 |
| AMAT | APPLIED MATLS INC | $284.28万 | 0.93% | 3,932 | 22 | 0.6% | $1.59万 | 加仓 |
| ASML | ASML HLDG NV | $400.28万 | 1.31% | 2,012 | 0 | 0.0% | — | 不变 |