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 |
|---|---|---|---|---|---|---|---|---|
| EAT | BRINKER INTL INC | $44.00万 | 0.18% | 3,082 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $43.94万 | 0.18% | 1,800 | 1,138 | 171.9% | $27.78万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $43.40万 | 0.18% | 2,048 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $42.94万 | 0.18% | 10,090 | 6,030 | 148.5% | $25.66万 | 加仓 |
| CLX | CLOROX CO DEL | $42.88万 | 0.18% | 4,138 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $42.79万 | 0.18% | 1,732 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $42.76万 | 0.18% | 1,526 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $42.74万 | 0.18% | 8,912 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC | $42.47万 | 0.18% | 2,574 | 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 |
| GVA | GRANITE CONSTR INC | $42.32万 | 0.18% | 3,530 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $42.26万 | 0.17% | 1,742 | -708 | -28.9% | -$17.18万 | 减仓 |
| SSRM | SSR MINING IN | $42.26万 | 0.17% | 14,374 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $41.96万 | 0.17% | 6,700 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $41.63万 | 0.17% | 47,688 | 19,982 | 72.1% | $17.44万 | 加仓 |
| GFF | GRIFFON CORP | $41.54万 | 0.17% | 5,716 | 2,128 | 59.3% | $15.47万 | 加仓 |
| NTR | NUTRIEN LTD | $41.52万 | 0.17% | 5,502 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE | $41.51万 | 0.17% | 4,670 | 4,670 | — | $41.51万 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $41.49万 | 0.17% | 15,804 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $41.37万 | 0.17% | 3,876 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $41.35万 | 0.17% | 9,604 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $41.30万 | 0.17% | 2,880 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $41.11万 | 0.17% | 4,250 | 4,250 | — | $41.11万 | 新建仓 |
| MUSA | MURPHY USA INC | $41.10万 | 0.17% | 832 | 832 | — | $41.10万 | 新建仓 |
| SNA | SNAP ON INC | $40.54万 | 0.17% | 1,116 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $40.33万 | 0.17% | 4,142 | 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 |
| NTAP | NETAPP INC | $39.83万 | 0.16% | 3,890 | 0 | 0.0% | — | 不变 |
| TRMD | TORM PLC | $39.65万 | 0.16% | 14,212 | 14,212 | — | $39.65万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $39.60万 | 0.16% | 4,214 | 4,214 | — | $39.60万 | 新建仓 |
| NEU | NEWMARKET CORP | $39.48万 | 0.16% | 616 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $39.38万 | 0.16% | 4,082 | 452 | 12.5% | $4.36万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $39.15万 | 0.16% | 6,722 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $39.02万 | 0.16% | 5,470 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $37.46万 | 0.16% | 1,942 | -1,354 | -41.1% | -$26.12万 | 减仓 |
| RL | RALPH LAUREN CORP | $37.36万 | 0.15% | 1,086 | 1,086 | — | $37.36万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $37.33万 | 0.15% | 548 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $36.72万 | 0.15% | 2,240 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $36.63万 | 0.15% | 2,972 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $36.54万 | 0.15% | 3,376 | 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 |
| ZION | ZIONS BANCORPORATION NATL AS | $36.27万 | 0.15% | 6,294 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $36.19万 | 0.15% | 3,002 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $36.16万 | 0.15% | 1,084 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $35.91万 | 0.15% | 1,756 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $35.52万 | 0.15% | 8,850 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $35.36万 | 0.15% | 2,794 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $35.24万 | 0.15% | 1,242 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $34.77万 | 0.14% | 1,774 | 1,774 | — | $34.77万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $34.73万 | 0.14% | 3,470 | 3,470 | — | $34.73万 | 新建仓 |
| RMD | RESMED INC | $34.57万 | 0.14% | 1,540 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $34.48万 | 0.14% | 2,468 | 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 |
| VRTX | VERTEX PHARMACEUTICALS INC | $34.20万 | 0.14% | 766 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $34.15万 | 0.14% | 1,032 | 120 | 13.2% | $3.97万 | 加仓 |
| CVSA | COVISTA INC | $34.09万 | 0.14% | 2,958 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $34.01万 | 0.14% | 2,984 | 2,984 | — | $34.01万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $33.71万 | 0.14% | 4,026 | 4,026 | — | $33.71万 | 新建仓 |
| MARA | MARA HOLDINGS INC | $33.70万 | 0.14% | 41,302 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $33.63万 | 0.14% | 1,118 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $33.44万 | 0.14% | 2,288 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $32.96万 | 0.14% | 3,884 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $32.87万 | 0.14% | 2,748 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS | $32.06万 | 0.13% | 6,202 | 0 | 0.0% | — | 不变 |
| — | CSG SYS INTL INC | $31.91万 | 0.13% | 3,992 | 0 | 0.0% | — | 不变 |
| LKFT | GALAPAGOS NV | $31.91万 | 0.13% | 10,636 | 10,636 | — | $31.91万 | 新建仓 |
| CCL | CARNIVAL CORP | $31.83万 | 0.13% | 12,298 | -7,764 | -38.7% | -$20.09万 | 减仓 |
| — | AMICUS THERAPEUTIC | $31.60万 | 0.13% | 21,856 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $31.53万 | 0.13% | 2,656 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $31.32万 | 0.13% | 660 | 440 | 200.0% | $20.88万 | 重新持有 |
| LEA | LEAR CORP | $31.17万 | 0.13% | 2,574 | -916 | -26.2% | -$11.09万 | 减仓 |
| HRB | BLOCK H & R INC | $31.09万 | 0.13% | 9,794 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINL GROUP INC | $30.91万 | 0.13% | 7,528 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT INC | $30.76万 | 0.13% | 3,218 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $30.49万 | 0.13% | 640 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $30.08万 | 0.12% | 16,028 | 16,028 | — | $30.08万 | 新建仓 |
| DVA | DAVITA INC | $29.79万 | 0.12% | 1,938 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $29.67万 | 0.12% | 2,126 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $29.36万 | 0.12% | 402 | 402 | — | $29.36万 | 新建仓 |
| HUM | HUMANA INC | $29.06万 | 0.12% | 1,676 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $28.95万 | 0.12% | 1,466 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $28.91万 | 0.12% | 2,446 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $28.68万 | 0.12% | 1,700 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $28.57万 | 0.12% | 5,202 | -4,332 | -45.4% | -$23.79万 | 减仓 |
| QLYS | QUALYS INC | $28.43万 | 0.12% | 3,236 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $28.41万 | 0.12% | 1,522 | 1,522 | — | $28.41万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $28.41万 | 0.12% | 6,056 | 6,056 | — | $28.41万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $27.91万 | 0.12% | 12,540 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $27.70万 | 0.11% | 512 | 512 | — | $27.70万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.65万 | 0.11% | 1,890 | 1,890 | — | $27.65万 | 新建仓 |
| CASH | PATHWARD FINANCIAL INC | $26.43万 | 0.11% | 2,962 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC | $25.41万 | 0.11% | 3,964 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $25.13万 | 0.10% | 1,274 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $25.11万 | 0.10% | 8,052 | 8,052 | — | $25.11万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $24.90万 | 0.10% | 11,180 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $24.89万 | 0.10% | 5,510 | 5,510 | — | $24.89万 | 新建仓 |
| MRNA | MODERNA INC | $24.63万 | 0.10% | 4,848 | 4,848 | — | $24.63万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.57万 | 0.10% | 1,208 | 1,208 | — | $24.57万 | 新建仓 |
| RRR | RED ROCK RESORTS INC | $24.57万 | 0.10% | 4,604 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL | $24.32万 | 0.10% | 37,013 | 37,013 | — | $24.32万 | 新建仓 |