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 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | $265.75万 | 1.10% | 2,012 | 1,744 | 650.7% | $230.35万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $250.71万 | 1.04% | 222,462 | 222,462 | — | $250.71万 | 新建仓 |
| LOGI | LOGITECH INTL S A | $243.84万 | 1.01% | 26,760 | 26,760 | — | $243.84万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $228.79万 | 0.95% | 34,600 | 3,400 | 10.9% | $22.48万 | 加仓 |
| CB | CHUBB LTD SWITZ | $225.41万 | 0.93% | 6,916 | 6,916 | — | $225.41万 | 新建仓 |
| ALL | ALLSTATE CORP | $218.87万 | 0.91% | 10,556 | 3,964 | 60.1% | $82.19万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $218.47万 | 0.90% | 16,826 | 1,738 | 11.5% | $22.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $211.62万 | 0.88% | 12,134 | 4,082 | 50.7% | $71.19万 | 加仓 |
| ALV | AUTOLIV INC | $208.05万 | 0.86% | 19,784 | 19,784 | — | $208.05万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $206.63万 | 0.86% | 71,972 | 12,956 | 22.0% | $37.20万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $195.51万 | 0.81% | 14,028 | 2,240 | 19.0% | $31.22万 | 加仓 |
| GSK | GSK PLC | $195.21万 | 0.81% | 35,370 | 30,382 | 609.1% | $167.68万 | 加仓 |
| ADBE | ADOBE INC | $193.59万 | 0.80% | 7,964 | 2,724 | 52.0% | $66.21万 | 加仓 |
| IDCC | INTERDIGITAL INC | $191.23万 | 0.79% | 6,332 | -1,008 | -13.7% | -$30.44万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $186.69万 | 0.77% | 30,782 | -8,322 | -21.3% | -$50.47万 | 减仓 |
| NEM | NEWMONT CORP | $181.47万 | 0.75% | 16,764 | -5,770 | -25.6% | -$62.46万 | 减仓 |
| EIX | EDISON INTL | $180.26万 | 0.75% | 24,632 | 6,760 | 37.8% | $49.47万 | 加仓 |
| KGC | KINROSS GOLD CORP | $178.73万 | 0.74% | 58,560 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $177.05万 | 0.73% | 19,038 | 19,038 | — | $177.05万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $175.50万 | 0.73% | 8,214 | -4,132 | -33.5% | -$88.28万 | 减仓 |
| BYD | BOYD GAMING CORP | $172.13万 | 0.71% | 20,946 | 2,750 | 15.1% | $22.60万 | 加仓 |
| FIX | COMFORT SYS USA INC | $171.82万 | 0.71% | 1,246 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $169.81万 | 0.70% | 11,746 | 1,788 | 18.0% | $25.85万 | 加仓 |
| SNY | SANOFI SA | $166.57万 | 0.69% | 34,572 | 34,572 | — | $166.57万 | 新建仓 |
| AAPL | APPLE INC | $161.82万 | 0.67% | 6,376 | 1,018 | 19.0% | $25.84万 | 加仓 |
| AMGN | AMGEN INC | $160.94万 | 0.67% | 4,574 | 770 | 20.2% | $27.09万 | 加仓 |
| CNK | CINEMARK HLDGS INC | $158.69万 | 0.66% | 55,642 | 8,424 | 17.8% | $24.03万 | 加仓 |
| APA | APA CORPORATION | $158.56万 | 0.66% | 37,362 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $158.04万 | 0.65% | 5,106 | 3,756 | 278.2% | $116.25万 | 加仓 |
| QCOM | QUALCOMM INC | $153.87万 | 0.64% | 11,948 | 1,714 | 16.7% | $22.07万 | 加仓 |
| KR | KROGER CO | $153.46万 | 0.64% | 21,208 | 6,542 | 44.6% | $47.34万 | 加仓 |
| INCY | INCYTE CORP | $152.81万 | 0.63% | 16,236 | 3,166 | 24.2% | $29.80万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $147.45万 | 0.61% | 4,296 | 446 | 11.6% | $15.31万 | 加仓 |
| ROST | ROSS STORES INC | $146.92万 | 0.61% | 6,782 | 3,326 | 96.2% | $72.05万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $146.71万 | 0.61% | 29,156 | 10,072 | 52.8% | $50.68万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $144.92万 | 0.60% | 4,762 | 592 | 14.2% | $18.02万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $142.72万 | 0.59% | 2,092 | 550 | 35.7% | $37.52万 | 加仓 |
| EME | EMCOR GROUP INC | $140.57万 | 0.58% | 1,904 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $134.18万 | 0.56% | 22,976 | 2,872 | 14.3% | $16.77万 | 加仓 |
| AMAT | APPLIED MATLS INC | $133.64万 | 0.55% | 3,910 | -1,236 | -24.0% | -$42.25万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $132.50万 | 0.55% | 16,368 | 3,240 | 24.7% | $26.23万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $131.51万 | 0.54% | 5,380 | 2,606 | 93.9% | $63.70万 | 加仓 |
| FE | FIRSTENERGY CORP | $130.44万 | 0.54% | 25,748 | 5,758 | 28.8% | $29.17万 | 加仓 |
| SAM | BOSTON BEER INC | $129.39万 | 0.54% | 5,616 | 806 | 16.8% | $18.57万 | 加仓 |
| KLAC | KLA CORP | $126.92万 | 0.53% | 862 | -142 | -14.1% | -$20.91万 | 减仓 |
| ACI | ALBERTSONS COS INC | $125.67万 | 0.52% | 73,748 | 17,628 | 31.4% | $30.04万 | 加仓 |
| PTC | PTC INC | $124.62万 | 0.52% | 8,746 | 3,526 | 67.5% | $50.24万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $124.60万 | 0.52% | 19,834 | 19,834 | — | $124.60万 | 新建仓 |
| MLI | MUELLER INDS INC | $124.43万 | 0.51% | 11,230 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $123.90万 | 0.51% | 2,050 | -82 | -3.8% | -$4.96万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $122.92万 | 0.51% | 13,082 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $122.53万 | 0.51% | 3,440 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $121.50万 | 0.50% | 12,636 | 9,336 | 282.9% | $89.77万 | 加仓 |
| R | RYDER SYS INC | $119.67万 | 0.50% | 5,846 | 774 | 15.3% | $15.84万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $119.00万 | 0.49% | 5,154 | 980 | 23.5% | $22.63万 | 加仓 |
| FFIV | F5 INC | $118.16万 | 0.49% | 4,084 | 1,630 | 66.4% | $47.16万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $116.72万 | 0.48% | 6,522 | 2,228 | 51.9% | $39.87万 | 加仓 |
| BIIB | BIOGEN INC | $116.19万 | 0.48% | 6,338 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $115.64万 | 0.48% | 5,594 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $115.50万 | 0.48% | 6,746 | 6,746 | — | $115.50万 | 新建仓 |
| JBL | JABIL INC | $114.86万 | 0.48% | 4,324 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $114.18万 | 0.47% | 19,236 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $113.17万 | 0.47% | 25,020 | 5,908 | 30.9% | $26.72万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $111.97万 | 0.46% | 2,366 | -330 | -12.2% | -$15.62万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $111.39万 | 0.46% | 14,864 | 10,286 | 224.7% | $77.08万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $110.04万 | 0.46% | 5,288 | 2,968 | 127.9% | $61.76万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $108.99万 | 0.45% | 1,838 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $108.63万 | 0.45% | 258 | 54 | 26.5% | $22.74万 | 加仓 |
| TXT | TEXTRON INC | $108.40万 | 0.45% | 12,380 | 6,208 | 100.6% | $54.36万 | 加仓 |
| TTE | TOTALENERGIES SE | $108.32万 | 0.45% | 11,588 | 11,588 | — | $108.32万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $107.94万 | 0.45% | 7,196 | 2,336 | 48.1% | $35.04万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $106.10万 | 0.44% | 7,846 | 4,600 | 141.7% | $62.21万 | 加仓 |
| — | ELECTRONIC ARTS INC | $105.81万 | 0.44% | 5,190 | 3,008 | 137.9% | $61.32万 | 加仓 |
| ENS | ENERSYS | $105.73万 | 0.44% | 6,086 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $105.27万 | 0.44% | 5,186 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $104.06万 | 0.43% | 10,380 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $102.64万 | 0.42% | 23,930 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $101.60万 | 0.42% | 12,638 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $98.41万 | 0.41% | 25,240 | 25,240 | — | $98.41万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $96.90万 | 0.40% | 12,242 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $96.76万 | 0.40% | 8,044 | -7,838 | -49.4% | -$94.28万 | 减仓 |
| DTE | DTE ENERGY CO | $96.42万 | 0.40% | 6,594 | 2,200 | 50.1% | $32.17万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $95.34万 | 0.39% | 20,776 | 5,606 | 37.0% | $25.73万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $95.07万 | 0.39% | 41,772 | 7,480 | 21.8% | $17.02万 | 加仓 |
| TJX | TJX COS INC NEW | $94.77万 | 0.39% | 5,934 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $94.44万 | 0.39% | 12,494 | 5,688 | 83.6% | $43.00万 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $94.26万 | 0.39% | 11,060 | 4,378 | 65.5% | $37.31万 | 加仓 |
| NVR | NVR INC | $93.58万 | 0.39% | 142 | 78 | 121.9% | $51.40万 | 加仓 |
| CI | THE CIGNA GROUP | $92.78万 | 0.38% | 3,478 | 932 | 36.6% | $24.86万 | 加仓 |
| FTNT | FORTINET INC | $92.11万 | 0.38% | 11,272 | 5,140 | 83.8% | $42.00万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $92.10万 | 0.38% | 1,192 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $91.81万 | 0.38% | 6,410 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $91.42万 | 0.38% | 3,744 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $90.52万 | 0.37% | 3,190 | 1,472 | 85.7% | $41.77万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $89.91万 | 0.37% | 2,506 | 1,440 | 135.1% | $51.67万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $89.65万 | 0.37% | 2,498 | 1,180 | 89.5% | $42.35万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $89.38万 | 0.37% | 1,710 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $89.23万 | 0.37% | 818 | 450 | 122.3% | $49.09万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $88.19万 | 0.36% | 6,098 | 1,232 | 25.3% | $17.82万 | 加仓 |
| PEP | PEPSICO INC | $87.99万 | 0.36% | 5,666 | 5,666 | — | $87.99万 | 新建仓 |