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 |
|---|---|---|---|---|---|---|---|---|
| TVTX | TRAVERE THERAPEUTICS INC | $37.69万 | 0.12% | 6,634 | 0 | 0.0% | — | 重新持有 |
| DGX | QUEST DIAGNOSTICS INC | $37.60万 | 0.12% | 1,774 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.45万 | 0.12% | 3,210 | 1,320 | 69.8% | $15.40万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $37.42万 | 0.12% | 9,604 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $37.25万 | 0.12% | 2,468 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $37.18万 | 0.12% | 660 | -664 | -50.2% | -$37.40万 | 减仓 |
| NTRS | NORTHERN TR CORP | $36.96万 | 0.12% | 2,126 | 0 | 0.0% | — | 不变 |
| CVSA | COVISTA INC | $36.87万 | 0.12% | 2,958 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $36.85万 | 0.12% | 1,942 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $36.72万 | 0.12% | 47,688 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $36.65万 | 0.12% | 1,466 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $36.21万 | 0.12% | 8,850 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $36.07万 | 0.12% | 4,816 | 4,816 | — | $36.07万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $35.93万 | 0.12% | 3,972 | 1,478 | 59.3% | $13.37万 | 重新持有 |
| NXT | NEXTPOWER INC | $35.77万 | 0.12% | 3,002 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $35.70万 | 0.12% | 9,218 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $34.69万 | 0.11% | 1,620 | 1,620 | — | $34.69万 | 新建仓 |
| LEA | LEAR CORP | $34.51万 | 0.11% | 2,574 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $34.47万 | 0.11% | 2,068 | 2,068 | — | $34.47万 | 新建仓 |
| CVS | CVS HEALTH CORP | $34.32万 | 0.11% | 3,318 | 3,318 | — | $34.32万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $34.18万 | 0.11% | 1,756 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $33.95万 | 0.11% | 4,848 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $33.50万 | 0.11% | 4,142 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $33.28万 | 0.11% | 4,318 | -6,186 | -58.9% | -$47.68万 | 重新持有 |
| HSY | HERSHEY CO | $32.53万 | 0.11% | 1,854 | 1,854 | — | $32.53万 | 新建仓 |
| ESTC | ELASTIC N V | $32.20万 | 0.11% | 5,648 | 5,648 | — | $32.20万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $31.73万 | 0.10% | 12,540 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $31.70万 | 0.10% | 748 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $31.51万 | 0.10% | 1,076 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $31.37万 | 0.10% | 13,280 | 13,280 | — | $31.37万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $30.60万 | 0.10% | 3,058 | 3,058 | — | $30.60万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $30.06万 | 0.10% | 1,274 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $30.01万 | 0.10% | 1,540 | 0 | 0.0% | — | 不变 |
| RRR | RED ROCK RESORTS INC | $29.95万 | 0.10% | 4,604 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $28.88万 | 0.09% | 660 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS | $28.85万 | 0.09% | 6,202 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $28.17万 | 0.09% | 4,026 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $27.26万 | 0.09% | 3,316 | 3,316 | — | $27.26万 | 新建仓 |
| HSIC | SCHEIN HENRY INC | $26.91万 | 0.09% | 3,222 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC | $26.84万 | 0.09% | 3,290 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $26.70万 | 0.09% | 11,338 | 11,338 | — | $26.70万 | 新建仓 |
| UBS | UBS GROUP AG | $26.70万 | 0.09% | 5,388 | 5,388 | — | $26.70万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC | $25.95万 | 0.08% | 5,160 | 0 | 0.0% | — | 不变 |
| CASH | PATHWARD FINANCIAL INC | $25.79万 | 0.08% | 2,962 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $25.53万 | 0.08% | 1,864 | 1,864 | — | $25.53万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $25.44万 | 0.08% | 554 | 554 | — | $25.44万 | 新建仓 |
| RDN | RADIAN GROUP INC | $25.13万 | 0.08% | 6,670 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $24.90万 | 0.08% | 11,180 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $24.53万 | 0.08% | 192 | 192 | — | $24.53万 | 新建仓 |
| ETSY | ETSY INC | $23.77万 | 0.08% | 3,156 | 3,156 | — | $23.77万 | 新建仓 |
| CSL | CARLISLE COS INC | $23.43万 | 0.08% | 646 | -438 | -40.4% | -$15.89万 | 减仓 |
| AX | AXOS FINANCIAL INC | $23.28万 | 0.08% | 2,390 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $23.27万 | 0.08% | 2,586 | 0 | 0.0% | — | 不变 |
| MCY | MERCURY GENL CORP NEW | $23.09万 | 0.08% | 2,166 | 0 | 0.0% | — | 重新持有 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $23.01万 | 0.08% | 6,892 | 6,892 | — | $23.01万 | 新建仓 |
| ATEN | A10 NETWORKS INC | $23.00万 | 0.08% | 6,156 | 6,156 | — | $23.00万 | 新建仓 |
| HNI | HNI CORP | $22.73万 | 0.07% | 5,626 | 0 | 0.0% | — | 重新持有 |
| PINS | PINTEREST INC | $22.73万 | 0.07% | 10,810 | 10,810 | — | $22.73万 | 新建仓 |
| CATY | CATHAY GEN BANCORP | $22.73万 | 0.07% | 3,666 | 3,666 | — | $22.73万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $22.60万 | 0.07% | 608 | 608 | — | $22.60万 | 新建仓 |
| GDDY | GODADDY INC | $22.56万 | 0.07% | 2,658 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $22.36万 | 0.07% | 4,076 | 4,076 | — | $22.36万 | 新建仓 |
| ONON | ON HLDG AG | $22.33万 | 0.07% | 6,304 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $22.10万 | 0.07% | 3,366 | 3,366 | — | $22.10万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $22.10万 | 0.07% | 8,556 | 8,556 | — | $22.10万 | 新建仓 |
| ALAB | ASTERA LABS INC | $21.93万 | 0.07% | 454 | 454 | — | $21.93万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $21.44万 | 0.07% | 1,540 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $21.34万 | 0.07% | 1,310 | 1,310 | — | $21.34万 | 新建仓 |
| MMS | MAXIMUS INC | $21.31万 | 0.07% | 3,964 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $21.30万 | 0.07% | 1,650 | 1,650 | — | $21.30万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $21.30万 | 0.07% | 3,394 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $21.28万 | 0.07% | 1,964 | 1,964 | — | $21.28万 | 新建仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $20.92万 | 0.07% | 6,590 | 6,590 | — | $20.92万 | 新建仓 |
| INSM | INSMED INC | $20.75万 | 0.07% | 1,946 | 1,946 | — | $20.75万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $20.52万 | 0.07% | 2,360 | 2,360 | — | $20.52万 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $20.49万 | 0.07% | 1,984 | 1,984 | — | $20.49万 | 新建仓 |
| DDS | DILLARDS INC | $20.29万 | 0.07% | 384 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $20.23万 | 0.07% | 868 | 868 | — | $20.23万 | 新建仓 |
| ALRM | ALARM COM HLDGS INC | $20.16万 | 0.07% | 4,314 | 0 | 0.0% | — | 重新持有 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $20.10万 | 0.07% | 20,100 | 20,100 | — | $20.10万 | 新建仓 |
| LW | LAMB WESTON HLDGS INC | $20.09万 | 0.07% | 4,652 | 4,652 | — | $20.09万 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $13.28万 | 0.04% | 11,738 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $10.86万 | 0.04% | 13,742 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -29,156 | -100.0% | -$146.71万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -5,288 | -100.0% | -$110.04万 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -6,594 | -100.0% | -$96.42万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -12,494 | -100.0% | -$94.44万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -7,586 | -100.0% | -$85.86万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -8,576 | -100.0% | -$84.95万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -5,150 | -100.0% | -$81.04万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -98,238 | -100.0% | -$78.98万 | 清仓 |
| CVE | CENOVUS ENERGY INC | $0 | 0.00% | 0 | -28,302 | -100.0% | -$75.09万 | 清仓 |
| FLEX | FLEXTRONICS INTL LTD | $0 | 0.00% | 0 | -10,930 | -100.0% | -$71.55万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -314 | -100.0% | -$60.10万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -13,334 | -100.0% | -$53.64万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -3,380 | -100.0% | -$52.57万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -3,740 | -100.0% | -$47.23万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -866 | -100.0% | -$46.59万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -1,378 | -100.0% | -$45.25万 | 清仓 |
| OGE | OGE ENERGY CORP | $0 | 0.00% | 0 | -8,912 | -100.0% | -$42.74万 | 清仓 |