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 |
|---|---|---|---|---|---|---|---|---|
| CNQ | CANADIAN NAT RES LTD MED TER | $62.46万 | 0.20% | 15,800 | 7,100 | 81.6% | $28.07万 | 加仓 |
| MPC | MARATHON PETE CORP | $62.03万 | 0.20% | 2,426 | -1,318 | -35.2% | -$33.70万 | 减仓 |
| CNC | CENTENE CORP DEL | $61.94万 | 0.20% | 9,650 | 9,650 | — | $61.94万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $61.46万 | 0.20% | 2,880 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $61.36万 | 0.20% | 3,790 | 772 | 25.6% | $12.50万 | 重新持有 |
| NVR | NVR INC | $61.32万 | 0.20% | 90 | -52 | -36.6% | -$35.43万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $60.72万 | 0.20% | 3,600 | 3,600 | — | $60.72万 | 新建仓 |
| TRMD | TORM PLC | $60.66万 | 0.20% | 23,276 | 9,064 | 63.8% | $23.62万 | 加仓 |
| DIS | DISNEY WALT CO | $60.18万 | 0.20% | 6,252 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $60.08万 | 0.20% | 4,600 | 4,600 | — | $60.08万 | 新建仓 |
| CRTO | CRITEO S A | $59.81万 | 0.20% | 32,718 | 0 | 0.0% | — | 不变 |
| PARR | PAR PAC HOLDINGS INC | $59.76万 | 0.20% | 10,656 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $59.28万 | 0.19% | 3,326 | -3,124 | -48.4% | -$55.68万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $59.28万 | 0.19% | 2,048 | 0 | 0.0% | — | 不变 |
| IAG | IAMGOLD CORP | $59.23万 | 0.19% | 37,394 | 37,394 | — | $59.23万 | 新建仓 |
| EXC | EXELON CORP | $59.19万 | 0.19% | 12,696 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $58.59万 | 0.19% | 2,182 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $58.01万 | 0.19% | 2,306 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $57.48万 | 0.19% | 1,526 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $57.37万 | 0.19% | 41,302 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $57.34万 | 0.19% | 6,644 | -5,994 | -47.4% | -$51.73万 | 减仓 |
| AZN | ASTRAZENECA PLC | $57.22万 | 0.19% | 3,060 | 532 | 21.0% | $9.95万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $57.13万 | 0.19% | 21,438 | 21,438 | — | $57.13万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $55.86万 | 0.18% | 5,196 | -3,520 | -40.4% | -$37.84万 | 减仓 |
| GFF | GRIFFON CORP | $55.75万 | 0.18% | 5,716 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $55.57万 | 0.18% | 6,190 | 2,306 | 59.4% | $20.70万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $55.33万 | 0.18% | 4,908 | 0 | 0.0% | — | 不变 |
| ANF | ABERCROMBIE & FITCH CO | $54.42万 | 0.18% | 6,046 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $54.10万 | 0.18% | 17,164 | 17,164 | — | $54.10万 | 新建仓 |
| CRM | SALESFORCE INC | $53.95万 | 0.18% | 3,444 | 1,922 | 126.3% | $30.11万 | 加仓 |
| OC | OWENS CORNING NEW | $53.66万 | 0.18% | 3,376 | 0 | 0.0% | — | 不变 |
| INVA | INNOVIVA INC | $53.20万 | 0.17% | 23,428 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $53.04万 | 0.17% | 4,448 | -620 | -12.2% | -$7.39万 | 减仓 |
| V | VISA INC | $52.56万 | 0.17% | 1,532 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $52.51万 | 0.17% | 20,786 | 20,786 | — | $52.51万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $52.34万 | 0.17% | 1,870 | 1,870 | — | $52.34万 | 新建仓 |
| ILMN | ILLUMINA INC | $52.26万 | 0.17% | 2,972 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $52.25万 | 0.17% | 5,262 | 1,792 | 51.6% | $17.79万 | 加仓 |
| AMZN | AMAZON COM INC | $52.24万 | 0.17% | 2,192 | 2,192 | — | $52.24万 | 新建仓 |
| EAT | BRINKER INTL INC | $51.78万 | 0.17% | 3,082 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $51.62万 | 0.17% | 15,254 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $51.18万 | 0.17% | 2,804 | 1,004 | 55.8% | $18.32万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $50.98万 | 0.17% | 3,004 | 0 | 0.0% | — | 不变 |
| PPC | PILGRIMS PRIDE CORP | $49.92万 | 0.16% | 17,760 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $49.00万 | 0.16% | 131,012 | 131,012 | — | $49.00万 | 新建仓 |
| NEU | NEWMARKET CORP | $48.74万 | 0.16% | 616 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $48.69万 | 0.16% | 1,834 | 874 | 91.0% | $23.21万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $48.59万 | 0.16% | 946 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $48.29万 | 0.16% | 4,826 | 4,826 | — | $48.29万 | 新建仓 |
| — | TAYLOR MORRISON HOME CORP | $48.22万 | 0.16% | 6,722 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $48.20万 | 0.16% | 2,936 | 2,936 | — | $48.20万 | 新建仓 |
| DXCM | DEXCOM INC | $47.62万 | 0.16% | 7,070 | 7,070 | — | $47.62万 | 新建仓 |
| STT | STATE STR CORP | $47.39万 | 0.15% | 2,794 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $47.38万 | 0.15% | 1,742 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $47.02万 | 0.15% | 640 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $46.89万 | 0.15% | 1,022 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC | $46.74万 | 0.15% | 934 | 934 | — | $46.74万 | 新建仓 |
| GGG | GRACO INC | $46.53万 | 0.15% | 6,154 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $46.47万 | 0.15% | 1,026 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $46.42万 | 0.15% | 1,242 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $45.72万 | 0.15% | 5,470 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $45.59万 | 0.15% | 4,814 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL | $45.48万 | 0.15% | 69,972 | 32,959 | 89.0% | $21.42万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $45.44万 | 0.15% | 11,074 | 11,074 | — | $45.44万 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $44.57万 | 0.15% | 15,804 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $44.49万 | 0.15% | 3,236 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $44.43万 | 0.15% | 844 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $43.98万 | 0.14% | 1,536 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $43.65万 | 0.14% | 520 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $43.55万 | 0.14% | 6,294 | 0 | 0.0% | — | 不变 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $43.31万 | 0.14% | 40,400 | 29,936 | 286.1% | $32.09万 | 加仓 |
| DVA | DAVITA INC | $43.12万 | 0.14% | 1,938 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $43.06万 | 0.14% | 2,240 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $43.05万 | 0.14% | 1,154 | -508 | -30.6% | -$18.95万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $42.96万 | 0.14% | 4,250 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $42.45万 | 0.14% | 3,354 | 3,354 | — | $42.45万 | 新建仓 |
| MCRI | MONARCH CASINO & RESORT INC | $42.35万 | 0.14% | 3,218 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $42.22万 | 0.14% | 4,896 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $42.00万 | 0.14% | 24,970 | 24,970 | — | $42.00万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $41.53万 | 0.14% | 548 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $41.38万 | 0.14% | 5,734 | -4,438 | -43.6% | -$32.02万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $41.30万 | 0.13% | 3,762 | -320 | -7.8% | -$3.51万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $41.07万 | 0.13% | 2,168 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $41.07万 | 0.13% | 28,228 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $41.05万 | 0.13% | 13,696 | 3,606 | 35.7% | $10.81万 | 加仓 |
| EVR | EVERCORE INC | $40.84万 | 0.13% | 1,196 | 1,196 | — | $40.84万 | 新建仓 |
| SSRM | SSR MINING IN | $40.65万 | 0.13% | 14,374 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $40.44万 | 0.13% | 2,558 | -972 | -27.5% | -$15.37万 | 减仓 |
| PGR | PROGRESSIVE CORP | $40.28万 | 0.13% | 1,844 | 1,844 | — | $40.28万 | 新建仓 |
| RS | RELIANCE INC | $39.98万 | 0.13% | 1,070 | 1,070 | — | $39.98万 | 新建仓 |
| T | AT&T INC | $39.82万 | 0.13% | 19,236 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV | $39.60万 | 0.13% | 10,128 | 5,078 | 100.6% | $19.85万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $39.04万 | 0.13% | 4,988 | 4,988 | — | $39.04万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.04万 | 0.13% | 672 | -536 | -44.4% | -$31.14万 | 减仓 |
| CNO | CNO FINL GROUP INC | $38.38万 | 0.13% | 7,528 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $38.25万 | 0.13% | 8,078 | 8,078 | — | $38.25万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $38.24万 | 0.12% | 920 | 920 | — | $38.24万 | 新建仓 |
| WMG | WARNER MUSIC GROUP CORP | $38.20万 | 0.12% | 14,112 | 14,112 | — | $38.20万 | 新建仓 |
| SJM | SMUCKER J M CO | $38.16万 | 0.12% | 3,392 | 3,392 | — | $38.16万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $38.05万 | 0.12% | 766 | 0 | 0.0% | — | 不变 |